Tax Manager

Our client, a leading financial services organization, is seeking a skilled and motivated Tax Manager to join their team. This role offers an exciting opportunity to work in a dynamic environment, managing complex tax matters for a diverse range of financial products and services.

The Tax Manager will be responsible for overseeing tax planning, compliance, and reporting activities for the organization. This role requires a deep understanding of tax laws and regulations applicable to the financial services industry, as well as strong leadership and communication skills.

Responsibilities:

• Manage and coordinate all aspects of the company's tax function, including federal, state, and international tax compliance and planning
• Oversee the preparation and review of tax returns, estimated tax payments, and other tax-related filings
• Develop and implement tax strategies to optimize the company's tax position
• Provide technical tax advice on complex financial transactions and products
• Collaborate with various departments to ensure tax implications are considered in business decisions
• Stay current with changes in tax laws and regulations, assessing their impact on the organization
• Manage relationships with tax authorities, external auditors, and tax advisors
• Lead and mentor a team of tax professionals, providing guidance and support
• Prepare and present tax-related reports and analyses for senior management

Requirements

• Bachelor's degree in Accounting, Finance, or related field; Master's degree in Taxation preferred
• CPA or equivalent professional qualification required
• 6-8 years of progressive experience in tax, with at least 3 years in a managerial role
• Strong knowledge of US GAAP, IFRS, and tax accounting principles
• Experience in the financial services industry, with knowledge of tax issues related to banking, investments, or insurance products
• Excellent analytical and problem-solving skills
• Strong leadership and communication abilities
• Proficiency in tax software and MS Office suite

Preferred Qualifications

• Experience with international tax planning and compliance
• Knowledge of transfer pricing regulations
• Familiarity with tax technology and process improvement initiatives

Benefits

• Competitive salary package. ($150k-$165k)
• Performance-based annual bonus
• Comprehensive health, dental, and vision insurance
• 401(k) plan with employer match
• Generous paid time off, including vacation days and personal/sick leave
• Flexible work arrangements

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. 

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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. 

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• 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. 

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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.