Tax Partner - Financial Services

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

Job summary

An established industry player is seeking a Tax Partner to lead strategic tax advisory services for financial clients. This role emphasizes client relationship management, business development, and mentoring tax professionals. You will ensure compliance with tax regulations while identifying opportunities for growth. Join a dynamic team that values expertise and offers substantial compensation based on experience. This is a unique opportunity to make a significant impact in the financial services sector while advancing your career in a supportive environment.

Benefits

Medical Insurance

401(k)

Vision Insurance

Qualifications

• 10+ years in tax with emphasis on financial services.
• Proven leadership and team development experience.

Responsibilities

• Develop and manage strong relationships with clients.
• Deliver high-level tax advisory and compliance services.

Skills

Client Relationship Management

Tax Advisory

Business Development

Regulatory Oversight

Team Development

Tax Compliance

Communication Skills

Education

Bachelor’s Degree in Accounting

CPA Certification

Tools

Tax Software

Microsoft Office

Job description

2 weeks ago Be among the first 25 applicants

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Whitman Transition Advisors Job Community provided pay range

This range is provided by Whitman Transition Advisors Job Community. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$220,000.00/yr - $500,000.00/yr

Direct message the job poster from Whitman Transition Advisors Job Community

Empowering Top Talent | Connecting Professionals with Premier CPA & Law Firms | Career Growth with Trust & Expertise

Compensation: $220,000 – $500,000+ annually, based on experience

Locations: New York, NY / Uniondale, NY / Boca Raton, FL / Palm Beach Gardens, FL / Remote

Role Type: Full-time

About the Role

The Tax Partner will serve in a senior leadership capacity, delivering strategic tax advisory and compliance services to financial services clients including private equity firms and funds. This role emphasizes client relationship management, business development, regulatory oversight, and mentoring of tax professionals.

Responsibilities

• Develop and manage strong relationships with financial services clients.
• Deliver high-level tax advisory, planning, structuring, and compliance services.
• Ensure compliance with federal, state, and local tax regulations.
• Monitor and communicate changes in tax legislation affecting clients.
• Oversee preparation and review of tax returns for accuracy and compliance.
• Mentor and develop a team of tax professionals.
• Identify business development opportunities; lead proposals and client pitches.
• Enhance firm visibility through networking, thought leadership, and industry events.
• Collaborate across departments on strategic initiatives.
• Contribute to long-term firm growth and direction.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, or related field. CPA required.
• Experience:
• 10+ years in tax with emphasis on financial services (private equity, hedge funds).
• Proven leadership and team development experience.
• Deep understanding of relevant tax laws and compliance.
• Excellent client relationship and communication skills.
• Technically proficient with tax software and Microsoft Office.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Administrative

• Industries

  Financial Services and Accounting

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

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