Job Description
Job Description
We’re hiring a Senior Tax Manager to lead tax strategy and compliance for clients in the financial services sector. In this role, you’ll oversee complex tax engagements, advise clients on nuanced tax matters, and lead a team of tax professionals. This is a high-impact opportunity for someone who combines deep technical knowledge with strong leadership and client management skills.
Roles and Responsibilities
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Lead the development and execution of tax strategies for financial services clients
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Oversee preparation and review of complex returns (partnerships, corporations, etc.)
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Advise clients on tax compliance, financial planning, and evolving regulations
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Serve as a subject matter expert in financial services tax law
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Supervise, mentor, and evaluate junior tax professionals
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Conduct tax research and present solutions for complex issues
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Ensure accuracy, efficiency, and timeliness across all tax engagements
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Build and maintain strong client relationships; identify opportunities for expanded services
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Represent the firm in industry networks and events
Job Requirements
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Bachelor’s degree in Accounting, Finance, or related field
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CPA required; Master’s in Taxation preferred
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8+ years of tax experience, with a focus on financial services
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2+ years leading or mentoring a tax team
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Deep knowledge of tax laws affecting financial services clients
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Proven ability to manage complex tax filings and audits
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Excellent interpersonal and communication skills
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Proficiency in tax software and Microsoft Office Suite
Do Not Apply If You:
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Require visa sponsorship (e.g., H-1B, TN, etc.)
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Have a track record of frequent short job tenures
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Do not hold a CPA license
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Have no experience in the financial services tax sector
Interview Process
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Initial recruiter phone screen
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Video interview with hiring manager and tax leadership
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Technical review or case study (if applicable)
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Final interview with firm leadership