Whitman Advisory Job Community · 1 day ago
Tax Partner - Financial Services
NYC Metro Area
Full-time
Hybrid
Director/Executive
$220K/yr - $500K/yr
12+ years expWhitman Advisory Job Community is seeking a Tax Partner for their Financial Services division. This senior leadership role involves delivering strategic tax advisory and compliance services to financial services clients, while also mentoring and developing high-performing tax teams.
Staffing & Recruiting
Hiring Manager
Kirk Lastierre
Responsibilities
Serve as a trusted tax advisor to financial services clients, providing planning, structuring, and compliance support
Lead and oversee complex tax engagements, ensuring accuracy and compliance with federal, state, and local regulations
Identify and mitigate tax risks while staying ahead of legislative and regulatory changes impacting the industry
Build and expand client relationships, identifying new business opportunities and cross-selling services
Drive business development through proposals, client pitches, and industry networking
Lead, mentor, and develop directors and tax professionals, fostering a collaborative and performance-driven culture
Contribute to practice strategy, thought leadership, and overall growth initiatives
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field; CPA preferred
12+ years of progressive tax experience within the financial services industry
Strong background supporting private equity, hedge funds, and investment entities
Proven leadership, client management, and business development capabilities
Excellent analytical, communication, and relationship-building skills
Preferred
CPA preferred
Company
Whitman Advisory Job Community
At Whitman Advisory, we are a boutique firm renowned for our strong relationships with reputable CPA firms across North America.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase