Tax Senior Manager - Financial Services

NorthPoint Search GroupCharlotte, NC
11d

About The Position

The Senior Tax Manager in the Financial Services Practice oversees tax compliance and consulting for financial institutions and financial services companies. This role includes technical reviews, ASC 740 expertise, engagement management, identifying tax issues, business development, and leading a high-performing tax team. The position is designed as a future leadership opportunity for an ambitious and forward-thinking professional.

Requirements

  • Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.
  • 7+ years of recent public accounting experience.
  • Strong background in corporate tax accounting and ASC 740 (highly preferred).
  • CPA certification required.
  • Demonstrated leadership and project management skills.
  • Excellent written and verbal communication, networking, and relationship-building abilities.
  • Experience with tax software and technology.
  • Ability to multitask and demonstrate a commitment to continuous learning.

Responsibilities

  • Develop, manage, and strengthen client relationships, serving as a trusted advisor.
  • Anticipate client needs and consult on complex and emerging tax matters.
  • Perform technical reviews of corporate tax accounting, including ASC 740 computations and reporting.
  • Collaborate across service lines to provide comprehensive business solutions.
  • Build and expand a professional network to support new business efforts.
  • Continuously expand technical knowledge and support professional development.
  • Hold yourself and team members accountable for business development goals.
  • Recruit, develop, and motivate tax professionals, helping build ready-now leadership pipelines.
  • Set and achieve stretch goals that contribute to the firm’s continued success.
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