Tax Partner

Whitman Transition Advisors Job Community; New York (NY); On-site; USD 220,000 - 500,000; Full time

Job summary

An established industry player is seeking a Tax Director/Partner to lead its Financial Services practice in Midtown NYC. This senior leadership role offers the chance to manage key private equity and fund clients while providing strategic tax advisory services. You will drive tax planning and compliance efforts, mentor a high-performing team, and stay updated on tax laws and industry trends. This position is perfect for a seasoned professional looking to make a significant impact in a collaborative environment, contributing to the firm's growth and success.

Qualifications

• 10+ years of tax experience with a focus on financial services.
• Proven track record in leadership and business development.

Responsibilities

• Develop and maintain strong client relationships in financial services.
• Oversee tax return preparation and ensure compliance.

Skills

Tax Planning

Client Management

Analytical Skills

Problem-Solving

Communication Skills

Education

CPA

Job description

A prestigious Midtown NYC firm is seeking a Tax Director/Partner to lead its Financial Services practice. This senior leadership role offers the opportunity to manage key private equity and fund clients, provide strategic tax advisory services, drive tax planning and compliance, and mentor a high-performing team.

Key Responsibilities:

• Develop and maintain strong client relationships within the financial services industry
• Provide high-level tax planning, structuring, and compliance services
• Oversee tax return preparation and ensure regulatory compliance
• Lead and mentor a team of tax professionals, fostering a collaborative environment
• Stay up to date on tax laws and industry trends, advising clients on relevant updates
• Identify business development opportunities and contribute to the firm's growth

Qualifications:

• 10+ years of tax experience with a focus on financial services
• CPA required
• Extensive experience working with private equity and hedge funds
• Proven track record in leadership, client management, and business development
• Strong analytical, problem-solving, and communication skills

Compensation:

• Competitive annual salary ranging from $220,000 to $500,000+, based on experience

Seniority level: Executive

Employment type: Full-time

Job function: Accounting/Auditing and Finance

Industries: Accounting and Financial Services