Tax Partner- Financial Services

Profile

Tax Partner- Financial Services
The candidate will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. Will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff. Perform partner level compliance review and tax return signoff. Handle client consultations on planning opportunities and changes in tax law. Working on proposals and assisting in developing new business. Meeting prospective clients and developing relationships with new and existing clients. Expanding services to existing clients. Supervising engagements and special projects undertaken by the firm. Overseeing all aspects of the client engagement. Supervising, training and evaluating advanced level staff. Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function. Maintaining knowledge of new tax issues and general business trends that affect the client. Should have Bachelor’s degree in Accounting or equivalent field. Should have CPA or JD. Should have 10+ years of progressive tax experience. Should have 2 + years as a Partner or Director at a public accounting firm. 5 + years of supervisory experience, mentoring and counseling associates is needed. Should preferably have Master’s degree in Accounting or equivalent field. Experience acquiring new clients and growing a book of business. Experience working with hedge funds, private equity funds, and/or fund of funds.

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