Tax Director/Partner – Financial Services –

Tax Director/Partner Financial Services  
Location: New York, NY (Hybrid) or Remote  ( Relocation maybe considered)
CPA certification is required

Salary $220,000 – $500,000 

BIG 4 Candidate ideally 

Brookwood is pleased to be partnering with this Best place to Work , Best of the Best Business Management Services Business within Public Accounting and Consulting 

We are excited to welcome a Tax Director/Partner to our Financial Services group.
 This senior leadership role offers the opportunity to provide strategic tax advice and services to clients within the financial services industry, including private equity and funds. The ideal candidate will excel in nurturing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. Additionally, this role involves mentoring and developing a team of tax professionals.
Key Responsibilities:

• Build and maintain strong, lasting relationships with clients in the financial services industry.
• Offer high-level tax advisory services, including tax planning, structuring, and compliance, tailored to client needs.
• Identify and manage tax risks while ensuring compliance with all relevant tax laws and regulations.
• Stay informed about changes in tax legislation and proactively communicate relevant updates to clients.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and support a team of tax professionals, fostering a collaborative and inclusive culture that encourages growth and high performance.
• Provide guidance and training on technical tax issues and support the professional development of team members.
• Explore and pursue new business opportunities within the financial services industry.
• Develop proposals, present to potential clients, and negotiate service agreements with confidence.
• Enhance the firm’s visibility and reputation through thought leadership, networking, and active participation in industry events.
• Work collaboratively with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

Qualifications:
Education:

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA certification required.

Experience:

• 10+ years of experience in tax, with a focus on the financial services industry.
• Extensive experience working with Private Equity and Hedge Funds.
• Deep understanding of tax laws and regulations affecting financial services clients.
• Demonstrated success in leading and developing high-performing teams.
• Strong analytical and problem-solving abilities.
• Excellent communication skills, with the ability to build strong client relationships.
• Proficient in using tax software and Microsoft Office applications.

 
For more information please speak to Louise Wright Director