Tax Partner- Financial Services

Wazeer Khan LLC; New York (NY); Hybrid; USD 350,000 - 650,000; Full time

Job summary

Wazeer Khan LLC in New York seeks a Senior Tax Partner to lead strategic tax services for financial services clients, including private equity and funds. You will manage relationships, drive planning and compliance, and mentor a team of tax professionals.

The role emphasizes business development, regulatory adherence, and market presence through thought leadership and client pitches, with a strong leadership focus across the firm.

Qualifications

• 12+ years of tax experience in financial services.
• Strong experience with private equity and hedge funds.
• CPA preferred and demonstrated leadership capabilities.

Responsibilities

• Develop and maintain relationships with key financial services clients.
• Provide high-level tax advisory, planning, structuring, and compliance.
• Mentor and lead a team of tax professionals.
• Identify new business opportunities and pitch service proposals.
• Oversee tax return reviews and regulatory compliance.
• Lead thought leadership and cross-functional initiatives.

Skills

Client relations

Leadership

Tax planning

Regulatory knowledge

Communication

Mentoring

Education

Bachelor’s degree in Accounting/Finance

CPA preferred

Tools

Tax software

Microsoft Office

Job description

The Tax Partner in the Financial Services group here in our company will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Partner will also be responsible for mentoring and developing a team of tax professionals.

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.
• Contribute to the overall strategy and growth of the firm.

Qualifications:

Education:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA preferred.

Experience:

• 12+ 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