
Financial Services Tax Leader
2 days ago
We are seeking a seasoned tax professional to lead our financial services client returns team.
Main Responsibilities:
- Review and analyze complex financial services client returns, including hedge funds, private equity, and fund of funds.
- Supervise the preparation of state returns for financial services clients.
- Identify international filing requirements and review international tax returns.
- Train and develop team members on tax concepts, technology, and best practices.
- Lead kick-off calls with clients and intervene in budget conflicts and resource scheduling issues.
- Guide staff on tax adjustments due to law changes and e-filing validations.
- Recruit, train, and evaluate team members.
Requirements:
- Chartered Accountant (CA) or Certified Public Accountant (CPA) designation.
- 8+ years of experience in detail review of tax returns, preferably in financial services.
- Knowledge of tax software, such as CCh Axcess Tax and Gofile room.
- Excellent communication and leadership skills.
This role requires strong technical expertise, leadership skills, and the ability to work under pressure during busy season times. As a key member of our team, you will be responsible for driving results and delivering exceptional service to our clients.
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