Tax Director/Partner, Financial Services - Remote

Overview

The Tax Director/Partner in the Financial Services group at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity and funds.

In Short

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.
• Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training to staff on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm’s market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

Requirements

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA required.
• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Great analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficient in using tax software and Microsoft Office applications.

Benefits

• Competitive annual salary in the range of $220,000 to $500,000+ based on individual’s experience level.