Tax Director - Financial Services

About the role

We are seeking an experienced and strategic Tax Director to join our Financial Services team. In this leadership and hybrid role, you will oversee complex tax planning, compliance, and advisory functions for a diverse portfolio of financial services clients, including asset managers, private equity firms, and other investment entities.

Responsibilities

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.
• Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training to staff on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm’s market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.

Requirements

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA preferred.
• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Great analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficient in using tax software and Microsoft Office applications.