- Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector.
- Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations.
- Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making.
- Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team.
- Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements.
- Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.
- Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services.
- Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm.
- Consult with a wide network of external contacts to expand knowledge, relationships and support.
- Actively participate in industry professional associations.
- Bachelor's degree in Accounting, Finance, or related field.
- A Master's degree or CPA certification is highly preferred.
- 8 + years of experience in tax within the financial services industry.
- Profound knowledge of tax regulations, financial services, and relevant tax software.
- Proven leadership and management skills with a track record of effectively supervising and developing a team.
- Exceptional communication and interpersonal skills to build and maintain strong client relationships.
- Strong analytical, research, and problem-solving capabilities.
- Keen attention to detail and a commitment to delivering high-quality work.
- Proficiency in tax software and Microsoft Office Suite.
- Competitive annual salary in the range of $160,000 to $220,000 based on the individual's experience level.
- Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
- Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
- Technologically Proficient: Ability to apply technology solutions to work.
- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
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Tax Senior Manager, Financial Services - New York - Anchin
Description
Title: Tax Senior Manager - Financial ServicesDepartment: Tax -Financial Services
Supervises: Tax Managers and Tax Supervisors
Role Type: Full-time
Location: New York, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
As a Tax Senior Manager, you will play a vital role in overseeing the financial services department at Anchin, managing complex tax matters, and providing expert guidance to clients in the financial services industry. This position requires extensive knowledge of taxation, a deep understanding of the financial services industry, and strong leadership abilities.
RESPONSIBILITIES:
Education:
Attributes:
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Technical Accountant Financial Services
Only for registered members New York, New York, United States
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Financial Services Operations Intern
Internship Only for registered members New York
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Financial Services
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Financial Services Examiner Trainee 1, NS
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Financial Services
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Financial Services
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Financial Services
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Financial Services
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Financial Services
Only for registered members New York
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Financial Services
Only for registered members New York
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Financial Services
Only for registered members New York, NY
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Financial Services
Only for registered members New York
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Financial Services
Only for registered members New York, NY
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Financial Services
Only for registered members New York, NY
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Financial Services
Only for registered members New York, NY
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Financial Services
Full time Only for registered members New York
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Financial Services Examiner Trainee 1, NS
Only for registered members New York
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Financial Services Representative
Only for registered members New York
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Financial Services Representative
Only for registered members New York
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Financial Services Consultant
Only for registered members New York
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Financial Services Representative
Only for registered members New York