Tax Manager, Financial Services

Our client is a well-established Certified Public Accounting and Consulting firm based in New York City with additional presence in Long Island and Florida. They provide expert financial advisory services to companies across diverse industries, offering a full range of integrated accounting, consulting, and business management services. The firm is consistently recognized as one of the "Best of the Best" accounting firms in the country and a top workplace both regionally and nationally.

We are seeking a Tax Manager specializing in the Financial Services industry to join our client's team. This role involves managing complex tax matters and providing expert guidance to clients in the financial services sector. The ideal candidate will possess strong knowledge of taxation, a deep understanding of the financial services industry, and excellent leadership abilities.

Responsibilities

• Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for financial services clients.
• Oversee accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related returns.
• Provide strategic tax advice and guidance to clients, addressing complex issues and assisting with financial planning.
• Lead and mentor a team of tax professionals, ensuring high-quality work and professional development.
• Stay updated on changes in tax laws and regulations to maintain compliance.
• Conduct in-depth research on complex tax matters and offer well-founded solutions.
• Build and maintain strong client relationships through regular communication.
• Identify opportunities for expanding services and cross-selling financial products to existing clients.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA highly preferred.
• 5+ years of experience in tax, focusing on the financial services industry.
• Profound knowledge of tax regulations, financial services, and relevant tax software.
• Proven leadership and management skills.
• Exceptional communication and interpersonal skills.
• Strong analytical, research, and problem-solving capabilities.
• Keen attention to detail and commitment to high-quality work.
• Proficiency in Microsoft Office Suite.

Benefits

To be discussed at interview phase

Equal Employment Opportunity and Non-Discrimination Policy USA 

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com. 

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. 

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com. 

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

State-Specific Information: 

• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com. 

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.