Title: Tax Director/Partner Financial Services
Department: Tax Financial Services
Supervises: Senior Managers
Role Type: Full time
Location: New York NY (Hybrid) Boca Raton FL or Remote
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 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 City and New York State and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
The Tax Director/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 Director/Partner will also be responsible for mentoring and developing a team of tax professionals.
RESPONSIBILITIES:
- Develop and maintain strong relationships with key clients in the financial services industry.
- Provide highlevel 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 highperformance 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 firms market presence through thought leadership networking and participation in industry events.
- Collaborate with internal teams on crossfunctional projects and initiatives.
- Contribute to the overall strategy and growth of the firm.
Qualifications:
Education:
- Bachelors degree (BA/BS) in Accounting Finance or a related field.
- CPA required.
Experience:
- 10 years of experience in tax with a focus on the financial services industry.
- Solid experience working with Private Equity and Hedge Funds.
- Strong knowledge of tax laws and regulations affecting financial services clients.
- Proven track record of developing and leading highperforming teams.
- Great analytical and problemsolving skills.
- Excellent communication and client relationship skills.
- Proficient in using tax software and Microsoft Office applications.
Compensation:
- Competitive annual salary in the range of$220000 to $500000based on individuals experience level.
Attributes:
- 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.
Anchin 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
Required Experience:
Director