Tax Senior Manager, Financial Services

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

• 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.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA, EA or Law License required.