Tax Manager, Financial Services

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Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA highly preferred.
• 5+ years of experience in tax with a focus on financial services.
• Profound knowledge of tax regulations and financial services.
• Proven leadership and management skills.
• Exceptional communication and interpersonal skills.
• Strong analytical and problem-solving capabilities.
• Keen attention to detail and commitment to quality work.
• Proficiency in Microsoft Office Suite.

Responsibilities:

• Develop and implement tax strategies to optimize efficiency and reduce liabilities.
• Oversee preparation and filing of tax returns ensuring compliance with laws.
• Provide strategic tax advice and assist with financial planning.
• Lead and mentor a tax professional team ensuring high-quality work.
• Stay updated on tax law changes for compliance.
• Conduct in-depth tax research and provide recommendations.
• Build and maintain strong client relationships through communication.
• Identify opportunities to expand services and cross-sell financial products.