Demo

Tax Manager - Partner - Financial Services

WhiteCap Search
York, NY Full Time
POSTED ON 4/7/2026
AVAILABLE BEFORE 5/30/2026
Our client is seeking a seasoned tax professional to play a vital role in overseeing the financial services tax function, managing complex tax matters, and providing expert guidance to clients within the financial services industry. This position requires extensive tax expertise, a strong understanding of the financial services landscape, and proven leadership capabilities to support both client needs and team development. This is a hybrid role offering flexibility between in-office and remote work.

Job Requirements:

  • Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector.
  • Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations.
  • Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making.
  • Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team.
  • Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements.
  • Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.


Job Requirements:

  • Bachelor's degree in Accounting, Finance, or related field.
  • A Master's degree or CPA certification is highly preferred.
  • 5 years of experience in tax within the financial services industry.
  • Profound knowledge of tax regulations, financial services, and relevant tax software.
  • Proficiency in tax software and Microsoft Office Suite.


Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

42360

Salary : $140,000 - $500,000

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