We are looking for a Tax Partner/Director to serve as a senior leader responsible for delivering strategic tax advisory and compliance services to clients across the financial services sector, including private equity, hedge funds, and investment management firms.
This role combines client leadership, technical expertise, team management, and business development, with a strong focus on expanding the firm’s presence in the financial services space.
Position: Tax Partner
Location: New York, NY (Hybrid)
Type: Full-Time | Leadership Role
Competitive annual salary offered, based on the experience level.
About the Firm
A leading CPA firm with a strong presence across New York and Florida is seeking a Tax Partner – Financial Services to join its growing practice.
The firm provides a full suite of tax, accounting, and advisory services to a diverse client base and is consistently recognized as a top workplace and industry leader. With a collaborative culture and strong growth trajectory, this is an excellent opportunity to step into a high-impact leadership role.
Key Responsibilities
- Serve as a trusted advisor to financial services clients, including private equity and hedge funds
- Lead tax planning, structuring, and compliance engagements
- Interpret and apply complex federal, state, and local tax regulations
- Oversee the preparation and review of partnership and corporate tax returns
- Identify and mitigate tax risks while ensuring full regulatory compliance
- Build and maintain long-term client relationships at senior levels
- Drive business development initiatives, including sourcing new clients and expanding existing accounts
- Lead, mentor, and develop a high-performing tax team
- Provide technical guidance and training to junior staff
- Collaborate across departments to deliver integrated client solutions
- Represent the firm through networking, industry events, and thought leadership
- Contribute to the overall growth strategy of the practice
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- CPA preferred (or required depending on level)
- 10+ years of tax experience, with a strong focus on financial services
- Hands-on experience with:
- Private Equity / Hedge Fund
- 10+ years of extensive experience in tax, with a focus on employee benefits.
- Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits.
Strong knowledge of federal, state, and local tax regulations - Demonstrated success in client relationship management and business development
- Excellent communication, analytical, and problem-solving skills
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