Tax Senior Manager, Financial Services

AnchinNew York, NY
$160,000 - $220,000Hybrid

About The Position

As a Tax Senior Manager, you will play a vital role in overseeing the financial services department at Anchin, managing complex tax matters, and providing expert guidance to clients in the financial services industry. This position requires extensive knowledge of taxation, a deep understanding of the financial services industry, and strong leadership abilities.

Requirements

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA certification is required.
  • 8 + years of experience in tax within the financial services industry.
  • Profound knowledge of tax regulations, financial services, and relevant tax software.
  • Proven leadership and management skills with a track record of effectively supervising and developing a team.
  • Exceptional communication and interpersonal skills to build and maintain strong client relationships.
  • Strong analytical, research, and problem-solving capabilities.
  • Keen attention to detail and a commitment to delivering high-quality work.
  • Proficiency in tax software and Microsoft Office Suite.

Responsibilities

  • Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector.
  • Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations.
  • Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making.
  • Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team.
  • Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements.
  • Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.
  • Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services.
  • Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm.
  • Consult with a wide network of external contacts to expand knowledge, relationships and support.
  • Actively participate in industry professional associations.

Benefits

  • Comprehensive benefits
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