Tax Principal, Financial Services
US Tax Jobs
Title: Tax Principal Department: Tax, Financial Services Supervises: Directors and professionals below Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) About the Company Acchin 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. 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... Responsibilities 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 15+ years of experience in tax, with a focus on the financial services industry. Solid Qualifications Education: Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field. CPA , EA or Law License required. Application Deadline Expires 20 Aug 2026 #J-18808-Ljbffr US Tax Jobs
- Acchin is seeking a Tax Principal in hybrid New York to lead tax advisory services for financial services clients. You will manage relationships, oversee tax returns, and mentor a team of professionals. The role requires 15+ years in tax, CPA/EA or law license, and a strong...PrincipalTax
$195k - $300k
CLA is a top 10 national professional services firm where our purpose is to create opportunities... ...focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...members, we focus on their physical, financial, social, and emotional well-being and offer...PrincipalTaxFull timeFlexible hours$240k - $300k
...for hands‑on day‑to‑day accounting including, but not limited to: financial and regulatory reporting, accounting controls, payroll, account... ..., vendor management, accounts payables/receivables, tax filings, and all other related FINOP and accounting responsibilities...PrincipalTaxLocal areaHold Brothers LLC
New York, NY4 days ago$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On... ...solutions that include investment management, financial planning, tax advisory, estate planning, and family office services. Known for its collaborative culture...PrincipalTaxPermanent employmentWork at officeLocal areaFlexible hoursAustralia-Employment
New York, NY20 hours ago- ...role Heron processes millions of sensitive financial documents for some of the fastest-growing... ...of financial documents (bank statements, tax returns, pay stubs) with ML pipelines... ...and enable our customers to provide their services with much greater speed, precision, and fairness...PrincipalTaxFull timeWork at office
- ...Tilly is a leading advisory, tax and assurance firm, providing... ...many of the world’s leading financial centers – New York, London, San... ...Tilly) provide professional services through an alternative practice... ...system.Job Description:Principal, Office of the CFO (OCFO) AdvisoryAre...PrincipalTaxFull timeWork at officeLocal areaWorldwide
$250k - $265k
Keystone is seeking a Principal in their Financial Economics, Tax, and Securities (FETS) practice to drive innovative economic thinking at the intersection of finance and technology. The candidate should possess a PhD in Economics or an MBA with a focus on finance, alongside...PrincipalTax$200k
...Job Description Title: Director/Principal, Client Accounting Services (CAS) Department: Client Accounting... ...presence that provides expert financial advisory to companies across a diverse... ...and business management services from tax planning and audits to the most detailed...PrincipalTaxFull timeAnchin
New York, NY22 days ago- ...Principal Administrative Associate The Office of Administrative Tax Appeals is a small NYC Agency that handles Administrative Tax Appeals and provides NYC property owners and taxpayers with an independent forum in which to appeal tax-related determinations of the New...PrincipalTaxWork at office
- ...Principal Administrative Associate The Office of Administrative Tax Appeals is a small NYC Agency that handles Administrative Tax Appeals and provides NYC property... ...position through the 55-a Program. Public Service Loan Forgiveness As a prospective employee of...PrincipalTaxFull timeWork at office
$250k - $265k
...globally from offices in New York City, Boston, San Francisco, Seattle, London, Dubai, and Washington, D.C. Join us as a Principal in our Financial Economics, Tax, and Securities (FETS) practice and help shape the future of economic thinking at the intersection of finance, law...PrincipalTax$102.8k - $188.4k
...comprehensive end-to-end support and advisory services, covering areas such as valuation... ...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...reporting purposes Conducting valuations for tax purposes across federal, state, local,...TaxLocal area$120.75k - $243.92k
...market) value of equity shares, assets or complex financial instruments for mergers and acquisitions, financial reporting, tax and other regulatory standards. Our... ...seeking a Manager or Senior Manager, Financial Services Valuation to join our Valuations practice.Responsibilities...TaxLocal area$131.26k - $159.78k
Position InformationNY HELP: NoAgency: Financial Services, Department ofTitle: Director Financial Services Programs 1, SG-31Occupational Category... ..., 401(k) Plans, 403(b) Plans, annuities and related income tax savings vehicles; fair lending practices and urban analysis;...TaxPermanent employmentFull timeTraineeshipWork at officeLocal areaRemote workNight shift$85k - $145k
...within the context of complex and often competing regulatory, tax, legal, governance and operational constraints, so as to... ...concepts.Prior experience working for a large, multi-national, financial services organization.Ability to think critically, work independently...TaxFull timeWork at officeLocal areaFlexible hours$120.4k - $220.7k
...Benefiting from EY’s full spectrum of services, we’ve reimagined strategic... ...with EY-Parthenon’s Deals - Financial Diligence - Financial... ...success Working with Partners, Principals, Managing Directors, and Senior... ...in assurance, consulting, tax, strategy and transactions. Fueled...TaxWork experience placementSummer holidayWork at officeLocal areaFlexible hours$250k - $275k
DescriptionRobert Half Financial Services are hiring for a Private Credit Head of Accounting role for a global Investment firm with offices in... ...treatment, including implications for financial reporting, tax, and investor communications.Contribute to cost control initiatives...TaxWork at officeWork from home- ...Principal and Managing Director, Lower Middle Market Investments About the Company Respected alternative asset management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Principal/MD...Principal
Confidential
New York, NY1 day ago $130k - $185k
...paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to... ...sub service line, the Deal Management - Financial Services practice works on the most... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by...TaxWork experience placementSummer holidayWork at officeFlexible hours$165k - $300k
...top 10 national professional services firm where our purpose is to... ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...to hire an experienced Principal or Signing Director– National... ...we focus on their physical, financial, social, and emotional well-being...PrincipalTaxFull time$135k - $150k
...with FP&A and SEC Reporting teams on vital financial initiatives to ensure our company... ...forefront of cryptocurrency regulations, tax laws, and accounting standards. If you're... ...private accounting experience in Financial Services, FinTech, and/or Digital Assets industries...TaxWork at officeBullish Inc.
New York, NY2 days ago$69.8k - $132k
...are the leading provider of professional services to the middle market globally, our purpose... ..., hotel and hospitality accounting and financial operations business issues?Are you looking... ...new accounting pronouncements, evolving tax regulations and the acceleration of automation...TaxFull timeWork experience placementInternshipLocal areaFlexible hours$240.12k - $315.16k
...responsible for building and owning the financial model and operating plan for these new ventures... ...with accounting, legal, tax, and compliance teams to ensure appropriate... ...roles in strategy consulting, financial services, or insurance industries (ex: private equity...TaxFull timeWork at officeFlexible hours$80.34k - $100.94k
...Manager plays a key role in strengthening financial operations, ensuring sound stewardship of... ...responsive, high-quality financial services that enable KIPP NYC schools and regional... ...vendor records, including W-9 documentation, tax information, and payment profiles. Ensure...TaxWeekly payFull timeTemporary workWork at officeImmediate startRelocation3 days per weekKIPP
New York, NY1 day ago$88.9k - $168.3k
We are the leading provider of professional services to the middle market globally, our purpose is... ...Finance Consulting (AFC) practice with a focus in Financial Advisory. Changing economies, new accounting policies and evolving tax regulations mean that business and...TaxFull timeWork experience placementInternshipLocal areaFlexible hours$200k - $225k
...location.Duties: Develop various types of financial models to value debt and equity for... ...proceeding with the transaction. Understand how taxes impact the structure and value of deals.... ...securities valuation for a financial services / professional services institution....TaxFull timeRemote work- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive... ..., advice led planning across investment strategy, tax aware planning, retirement, estate considerations, equity compensation...TaxRemote work
Professions
New York, NY3 days ago $109.9k - $125.4k
...Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital... ...on delivering top-quality assurance services to the organization's Audit Committee. Audit... ...that involves conducting operational, financial, and compliance audit projects and...PrincipalFull timePart timeLocal area3 days per weekCapital One
New York, NY4 days ago$213.67k
...Architecture - Strategy and Business Transformation (Banking) - Financial Services Office (FSO) Senior Manager (Multiple Positions) (1726518),... ...operate.Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new...TaxFull timeWork experience placementSummer holidayWork at officeImmediate startMonday to Friday$200k - $250k
...DescriptionAres is currently seeking a candidate for the position of Principal or Managing Director to join our originations team on the... ...knowledge of Asset Based Lending and commercial financial services practices and proceduresAbility to communicate effectively verbally...PrincipalFull timeTemporary workWork experience placementFlexible hours
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