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Tax Director - FInancial Services

Whitman Advisory Job Community, New York, NY, United States


I’m currently partnering with a

top-tier CPA and advisory firm

seeking a

Tax Director

to join their

Financial Services practice.

This is a

senior leadership opportunity

for someone who brings deep expertise in

private equity, hedge funds, and financial services , and is looking to play a key role in

client advisory, team leadership, and practice growth.

Key Responsibilities

Lead tax planning, structuring, and compliance for financial services clients

Manage and develop strong client relationships, acting as a trusted advisor

Oversee the preparation and review of complex tax returns

Identify tax risks and ensure compliance with relevant regulations

Stay current with tax law changes impacting the financial services industry

Lead, mentor, and develop a team of tax professionals

Drive business development initiatives and support practice growth

Collaborate with internal teams on strategic firm initiatives

Qualifications

10+ years of tax experience, with a focus on financial services

Strong experience with

Private Equity and Hedge Funds

Proven leadership and team management experience

Excellent client-facing and communication skills

If you’re an experienced tax leader looking to take on a

high-impact role within a growing and respected firm , I’d be happy to connect.

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