Financial Services Tax Manager

Overview

A leading tax services group is seeking a Financial Services Tax Manager to join their team in one of the following locations: Boca Raton, Boston, Orlando, Los Angeles, or San Francisco. This role involves leading tax engagements, supervising and mentoring staff, and building strong client relationships within the financial services sector.

Responsibilities

• Review tax returns prepared by staff and seniors for accuracy
• Manage all aspects of financial services tax engagements, including hedge funds, private equity, venture capital, broker-dealers, and management companies
• Research and draft memoranda on complex tax issues
• Identify and implement tax planning opportunities
• Handle and resolve tax controversies
• Oversee comprehensive tax research projects across diverse clients and industries
• Manage multiple concurrent engagements with various teams to meet client deadlines efficiently
• Provide constructive feedback and counsel to team members on their evaluations
• Participate as an instructor or discussion leader in professional development programs

Requirements

• Bachelor's Degree in Accounting
• CPA license, JD, or Master of Science in Taxation required
• Minimum of 5 years of experience in the tax department of a public accounting firm, including leading multiple engagements and supervising staff
• Strong analytical and technical tax skills
• Exceptional client service and communication skills with proven ability to develop and maintain client relationships
• Ability to manage multiple engagements and competing projects in a fast-paced, results-driven team environment
• Strong leadership, training, and mentoring capabilities
• Excellent verbal, written, and presentation skills
• Detail-oriented with strong organizational and project management skills

Compensation & Benefits

Compensation varies by location. For California-based roles, the salary ranges are:

• Los Angeles: $150,000 - $200,000 annually
• San Francisco: $135,000 - $170,000 annually

In addition to base salary, a competitive benefits package and bonus program are offered based on individual and firm performance. Final offers consider role specifics, location, skills, experience, and qualifications.

Location

Positions are available in Boca Raton, Boston, Orlando, Los Angeles, and San Francisco.

Additional Information

This is a hybrid role. The employer is an equal opportunity organization committed to diversity and does not discriminate based on race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, sexual orientation, gender identity, citizenship status, national origin, disability, veteran status, weight, height, or any other protected classification under federal, state, or local law.