Tax Partner - Financial Services

Whitman Advisory Job Community; New York (NY); Hybrid; USD 220,000 - 500,000; Full time

Job summary

A leading advisory firm is seeking a Tax Partner for their Financial Services division. This senior leadership role involves delivering strategic tax advisory and compliance services to financial services clients, including private equity and hedge funds. Responsibilities include client leadership, overseeing tax engagements, and driving business development. The ideal candidate should have over 12 years of tax experience, preferably with a CPA, strong leadership qualities, and excellent communication skills. The role offers a competitive salary ranging from $220,000 to $500,000+ depending on experience.

Qualifications

• Minimum of 12 years of progressive tax experience in financial services.
• Strong background in private equity, hedge funds, and investment entities.
• Proven leadership and mentoring experience.

Responsibilities

• Serve as a trusted tax advisor to financial services clients.
• Lead and oversee complex tax engagements.
• Identify and mitigate tax risks.

Skills

Client management

Business development

Analytical skills

Communication skills

Relationship-building

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA preferred

Job description

Location: New York, NY or Florida (Hybrid)

Role Type: Full-time

Overview

The Tax Partner, Financial Services is a senior leadership role responsible for delivering strategic tax advisory and compliance services to financial services clients, including private equity, hedge funds, and investment vehicles. This position combines client leadership, technical expertise, and business development while mentoring and growing high-performing tax teams.

Key Responsibilities

• Serve as a trusted tax advisor to financial services clients, providing planning, structuring, and compliance support.
• Lead and oversee complex tax engagements, ensuring accuracy and compliance with federal, state, and local regulations.
• Identify and mitigate tax risks while staying ahead of legislative and regulatory changes impacting the industry.
• Build and expand client relationships, identifying new business opportunities and cross-selling services.
• Drive business development through proposals, client pitches, and industry networking.
• Lead, mentor, and develop directors and tax professionals, fostering a collaborative and performance-driven culture.
• Contribute to practice strategy, thought leadership, and overall growth initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• 12+ years of progressive tax experience within the financial services industry.
• Strong background supporting private equity, hedge funds, and investment entities.
• Proven leadership, client management, and business development capabilities.
• Excellent analytical, communication, and relationship-building skills.

Compensation

• $220,000 – $500,000+, commensurate with experience and book of business.