What are the responsibilities and job description for the Tax Director / Partner - Financial Services position at Veracity Solutions?
Tax Director / Partner - Financial Services
Location : New York, NY (Hybrid), or Remote for right candidate
Role Type : Full time
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 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.
Qualifications : Education :
Bachelor's 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 high-performing teams.
Great analytical and problem-solving skills.
Excellent communication and client relationship skills.
Proficient in using tax software and Microsoft Office applications.
