Tax Partner: Financial Services Leader (Private Equity)

Whitman Transition Advisors Job Community

New York (NY)

On-site

USD 220,000 - 500,000

Full time

14 days+
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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

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.
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