Tax Partner, Financial Services

divh2Tax Partner, Financial Services/h2pNew York, NY / Uniondale, NY / Boca Raton, FL / Palm Beach Gardens, FL/ppTitle: Tax Partner, Financial Services/ppDepartment: Tax, Financial Services/ppSupervises: Directors and professionals below/ppRole Type: Full-time/ppLocation: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)/ppAbout the Company:/ppAnchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services 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./ppAnchin 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./ppAbout the Position:/ppThe Tax Partner in the Financial Services group here 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. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Partner will also be responsible for mentoring and developing a team of tax professionals./ppResponsibilities:/pulliDevelop and maintain strong relationships with key clients in the financial services industry./liliProvide high-level tax advisory services, including tax planning, structuring, and compliance./liliIdentify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations./liliKeep abreast of changes in tax legislation and ensure clients are informed of relevant updates./liliOversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations./liliLead and mentor a team of tax professionals, fostering a collaborative and high-performance culture./liliProvide guidance and training to staff on technical tax issues and professional development./liliIdentify and pursue new business opportunities within the financial services industry./liliDevelop proposals, pitch to potential clients, and negotiate service agreements./liliEnhance the firms market presence through thought leadership, networking, and participation in industry events./liliCollaborate with internal teams on cross-functional projects and initiatives./liliContribute to the overall strategy and growth of the firm./li/ulpQualifications:/ppEducation:/pulliBachelors degree (BA/BS) in Accounting, Finance, or a related field./liliCPA preferred./li/ulpExperience:/pulli12+ years of experience in tax, with a focus on the financial services industry./liliSolid experience working with Private Equity and Hedge Funds./liliStrong knowledge of tax laws and regulations affecting financial services clients./liliProven track record of developing and leading high-performing teams./liliGreat analytical and problem-solving skills./liliExcellent communication and client relationship skills./liliProficient in using tax software and Microsoft Office applications./li/ulpCompensation:/pulliCompetitive annual salary in the range of $220,000 to $500,000+ based on individuals experience level./li/ulpAnchin provides comprehensive benefits, which you can view here./ppAttributes:/pulliAccountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice./liliCommunicates Effectively: Delivers messages in a clear and concise manner, listens attentively./liliStrong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally./liliNimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks./liliTechnical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency./liliTechnologically Proficient: Ability to apply technology solutions to work./liliBeing Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity./liliAction Oriented: Proactively seeks out new and challenging work./liliTrustworthiness: Keeps confidences and develops a reputation for being honest and ethical./li/ulpAnchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at View email address on click.appcast.io/p/div