Tax Partner

Abacus Group; New York (NY); Hybrid; USD 250,000 - 420,000; Full time

Job summary

Abacus Group is seeking a Tax Partner to join its Financial Services group in Manhattan, NY. The role focuses on high-level tax advisory, planning, and compliance for top clients in the financial services sector.

The candidate will lead a tax team, manage client relationships, and pursue new business opportunities while ensuring adherence to tax laws and regulations. Hybrid work arrangements are available in this role.

Qualifications

• Bachelor's degree required; MBA preferred.
• 10+ years of tax experience in financial services.
• CPA strongly preferred.
• Public accounting background.
• Strong managerial and communication skills.
• Experience with tax reporting and compliance.

Responsibilities

• Develop strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning and compliance.
• Identify and mitigate tax risks while ensuring compliance with all tax laws.
• Review changes in tax legislation and ensure clients are informed of relevant updates.
• Manage the preparation of tax returns, ensuring compliance with tax regulations.
• Lead a team of tax professionals, fostering a collaborative and high-performance culture.
• Guide and train staff on technical tax issues and professional development.
• Assess 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 networking and industry events.

Skills

Tax leadership

Client relationship management

Public accounting experience

Excel

Communication skills

Team management

Education

Bachelor's degree

MBA preferred

Tools

Excel

Job description

Our client is a public accounting firm. They seek a Tax Partner to join their Financial Services group in their Manhattan, NY office.

Responsibilities

• Develop strong relationships with key clients in the financial services industry
• Provide high-level tax advisory services, including tax planning and compliance
• Identify and mitigate tax risks while ensuring compliance with all tax laws
• Review changes in tax legislation and ensure clients are informed of relevant updates
• Manage the preparation of tax returns, ensuring compliance with tax regulations
• Lead a team of tax professionals, fostering a collaborative and high-performance culture
• Guide and train staff on technical tax issues and professional development
• Assess 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 networking and industry events

Requirements

• Bachelor's degree, MBA preferred
• 10+ years of tax experience
• Familiar with financial services clients
• Public accounting background preferred
• Experience with tax reporting and compliance
• Excellent managerial and communication skills
• Strong client relationship-building skills
• CPA strongly preferred
• Skilled in Excel

Job ID: 46927

Tagged as: Hybrid Remote/Office