Tax Principal, Financial Services (New York)
Full-time
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
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Tax Principal, Financial Services (New York) in New York, NY vacancy
- ...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...PrincipalTaxFull time
US Tax Jobs
New York, NY10 hours ago $220k
...Title: Tax Partner, Financial Services 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...PrincipalTaxFull timeWork at officeLocal areaAnchin
New York, NY10 hours ago$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients $200,000 - $260,000 per year | New York, NY | On-Site | Permanent A bit about us... ...include investment management, financial planning, tax advisory,... ...planning, and family office services. Known for its...PrincipalTaxPermanent employmentFull timeWork at officeLocal areaFlexible hoursAustralia-Employment
New York, NY10 hours ago$240k - $300k
...accounting including, but not limited to: financial and regulatory reporting, accounting controls... ..., accounts payables/receivables, tax filings, and all other related FINOP and accounting... ...ensuring accuracy of payroll submissions, new employee set‑up, management of internal...PrincipalTaxFull timeLocal areaHold Brothers
New York, NY10 hours ago- ...Australia-Employment seeks a Senior Tax Manager for their New York office, focusing on tax compliance and advisory for high-net-worth individuals... ...This role requires expertise in complex taxation, client service skills, and the ability to manage multiple engagements....PrincipalTaxFull timeWork at office
Australia-Employment
New York, NY10 hours ago - ...AI Transformation Managing Principal - SDLC, Financial Services Location: New York City, USA Practice Area: Technology & Engineering Level: MP Type: Permanent Lead the transformation of software delivery for the world's leading financial institutions...PrincipalPermanent employmentFull timeFlexible hours
PVH (Tommy Hilfiger/Calvin Klein)
New York, NY10 hours ago $189k - $236k
...AI Transformation Managing Principal – SDLC, Financial Services Location: New York City, USA | Practice Area: Technology & Engineering | Type: Permanent Lead the transformation of software delivery for the world's leading financial institutions by combining...PrincipalPermanent employmentFull timeFlexible hoursCapco
New York, NY10 hours ago$220k
...Job Description Position: Tax Director/Partner, Financial Services Department: Tax, Financial Services Role Type: Full-time Location: New York, NY (Hybrid) or Remote Supervises: Senior Managers About Our Client Our client is a distinguished Certified...TaxFull timeWork at officeLocal areaRemote work6AM City, LLC
New York, NY10 hours ago- 6AM City, LLC is seeking a Tax Director/Partner to lead the Financial Services tax group in New York. The role involves managing client relationships, providing strategic tax advice, and driving compliance and planning across private equity and funds. You will mentor tax...TaxFull timeRemote work
6AM City, LLC
New York, NY10 hours ago - ...Alantra is an independent global financial services firm that provides investment banking and asset... .... The position will be located in New York, NY. The ideal candidate will have at least... ...vacation and holiday plans Pre-tax commuter benefits Company events and international...TaxWork at officeLocal areaImmediate start
Alantra Solar Energy Advisors
New York, NY4 days ago - ...A prestigious financial services firm based in New York seeks an experienced International Tax Director to manage complex inbound tax matters. Responsibilities include developing tax strategies for foreign entities, ensuring compliance with U.S. and international laws...TaxFull time
Global Group
New York, NY10 hours ago $140k
Principal Consultant page is loaded## Principal Consultantremote... ...-Timelocations: USA-New York-NY-777 Third... ...decisions, **relentless service** sets the bar, and we... ...legal environment or financial services environment or... ...the Work Opportunity Tax Credit (WOTC) is voluntary...PrincipalTaxFull timeWork at officeLocal areaRemote workWork from homeEpiq Systems, Inc
New York, NY10 hours ago- ...Chief Financial Officer — Publicly Traded Company Location: New York City Metro Area (hybrid, with regular presence at NYC headquarters... ...relations, FP&A, treasury, tax, and internal controls — and... ...& Leadership Serve as the principal financial advisor to the CEO...TaxFull time
East 57th Street Partners
New York, NY10 hours ago $300k - $400k
...readiness. We’re hiring a Chief Financial Officer to architect the... ...including FP&A, accounting, treasury, tax, audit, procurement, and... ...investor relationships and cultivate new ones. Build and refine... ...roles to be performed in New York or California; actual base salary...TaxFull timeTemporary workWork at officeSamba
New York, NY10 hours ago- ...leading provider of workplace financial wellbeing, blending fiduciary... ...If you're energized by solving new problems, taking accountability... ...-founder and is based in New York City. Remote candidates will be... ...and unit economics. Manage tax, audit readiness, and...TaxFull timeFor contractorsRemote work
PVH (Tommy Hilfiger/Calvin Klein)
New York, NY10 hours ago $325k - $400k
...Overview Location: New York City, (East Coast) or London. Compensation: $325-400k +... ...solutions. Responsibilities Strategic Financial Leadership: Develop and execute financial... ...Operations: Oversee accounting, tax, treasury, and compliance across multi-region...TaxFull timeAC Lion Digital Executive Search
New York, NY10 hours ago$175k - $250k
...entire engineering lifecycle, PhysicsX unlocks new levels of optimization and automation in... ...per month. This role is based in New York; hybrid arrangements are possible. What... ...Spending Account (FSA) – set aside pre-tax dollars for eligible healthcare expenses....PrincipalTaxFull timeWork at officeWork from homeFlexible hoursPhysicsX
New York, NY10 hours ago$175k
...Whether you are a candidate seeking a new opportunity or a bank or company... ...bank client is seeking to fill a Chief Financial Officer role in the New York, NY area. They are seeking a dynamic,... ...next level. Preparing and filing annual tax returns or preparing financial...TaxThe Symicor Group
New York, NY3 days ago$180k - $220k
...VP of Finance VeeFriends LLC, New York, NY, United States – Accounting/Finance About VeeFriends... ...role will own core finance operations, financial reporting infrastructure, forecasting... ..., FP&A partners, and a top‑tier external tax advisory firm, progressing toward a more...TaxFull timeVeeFriends LLC
New York, NY10 hours ago$340k - $420k
...Senior M&A & Private Equity Associate New York, NY | 5-7 Years Experience | $340,000 - $420,000+ Our law firm client is seeking a talented... ...due diligence and coordinate specialist workstreams across tax, finance, employment, real estate, intellectual property, and...TaxFull timePrivate practiceHenderson Scott US
New York, NY10 hours ago- ...D.E. Shaw Renewable Investments, Inc. is seeking a Senior Manager or Director for Tax Credit Origination/Finance in New York. This role emphasizes building relationships with corporate tax credit buyers and executing transactions within the renewable energy sector. The...TaxFull time
D.E. Shaw Renewable Investments, Inc.
New York, NY10 hours ago $200k - $300k
...Location: New York, NY Overview Our client, a Private Equity/Credit Fund manager, located in NYC, is seeking an experienced finance professional to lead its Investor Reporting & Analytics function. This individual will serve as the primary Finance partner for the...PrincipalFull timeTRD Advisors LLC
New York, NY10 hours ago$225k - $300k
...DESRI Project Management Services, L.L.C. is seeking a Senior Manager or Director, Tax Credit Origination/Finance in New York, NY. This role focuses on building and managing relationships with tax credit buyers while supporting transaction execution. The ideal candidate...TaxFull timeDESRI Project Management Services, L.L.C.
New York, NY10 hours ago- ...A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...TaxFull timeWork at office
ECG Resources, Inc.
New York, NY10 hours ago - ...LMC in New York is seeking a Tax Senior Manager to provide expert tax guidance and drive excellence within the organization. You will be the primary contact for clients, reviewing returns and advising on tax strategies. The ideal candidate will have over 10 years of consulting...TaxFull timeRemote workFlexible hours
LMC
New York, NY10 hours ago $100 per hour
...and the industry has not seen new entrants in more than 30 years... ...CFO, you’ll own DualEntry's financial strategy end-to-end: planning,... ...raise the bar. Location: New York City HQ, 7 World Trade Center... ...compliance - GAAP reporting, tax strategy and audit readiness at...TaxFull timeWork at officeImmediate startShift workDualEntry Business Corporation
New York, NY10 hours ago- ...The Chief Financial Officer at Taurus Search will serve as the Bank’s senior finance executive... ...in accordance with U.S. GAAP. Based in New York, the CFO will maintain regulator... ...filings, board-level financial communications, tax, audit, and cross-functional finance operations...TaxFull time
Taurus Search
New York, NY10 hours ago - ...established insurance firm who are looking to hire a US Head of Tax This role will report to the Global Head of Tax overseas and run... ...insurance products is essential This role can be based in New York with 1 day a week in the office or remotely if applicants are based...TaxFull timeWork at officeLocal areaRemote workOverseas1 day per week
Vested Search
New York, NY10 hours ago $170k - $185k
....) Work Location: Randall's Island Park, New York, NY 10035 – Icahn Stadium (three days per... ...seeking a strategic, forward-thinking Chief Financial Officer (“CFO”). Reporting to the... ...nonprofit accounting standards, audits, tax filings and government grant requirements...TaxFull timeWork at officeMonday to FridayShift work3 days per weekRandall's Island Park Alliance
New York, NY10 hours ago$325k - $375k
...building and leading the shared services platform that supports SFM's... ...accounting, reporting, and financial close cycles across multiple... ...Board. This is a full-time, New York-area role requiring four in-... ...environment Manage audit, tax, and external accounting providers...TaxFull timeWork at officeSoros Fund Management
New York, NY10 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Principal, Financial Services (New York). Be the first to apply!
