Tax Senior Manager, Financial Services

About the role

Anchin is a New York City-based CPA and consulting firm with offices in Long Island and Florida. We provide expert financial advisory to companies across various industries, including tax planning, audits, and financial restructuring.

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.

Requirements

• Education: Bachelor's degree in Accounting, Finance, or related field.
• CPA certification is required.
• Experience: 8+ years of experience in tax within the financial services industry.
• Profound knowledge of tax regulations, financial services, and relevant tax software.
• Prominent 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.

Qualifications

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Technologically Proficient: Ability to apply technology solutions to work.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Skills

• Knowledge of tax regulations and financial services.
• Leadership and management skills.
• Strategic thinking and problem-solving.
• Communication and interpersonal skills.
• Research and analytical skills.
• Technical proficiency with tax software and Microsoft Office Suite.

Benefits

Anchin provides comprehensive benefits, which you can view here.

Pay

Competitive annual salary in the range of $160,000 to $220,000 based on the individual’s experience level.

Schedule

Full-time, hybrid schedule.