Financial Services Tax Senior Director/CPA Firm (New York, NY)

Financial Services Tax Senior Director/CPA Firm (New York, NY)

Position: Financial Services Tax Senior Director/ CPA Firm
Location: New York, NY
Basis: Full Time, Permanent

Comp: $150K-$250K + Bonus + Benefits

DESCRIPTION
Global Financial Services Tax Advisory and Public Accounting firm seeks Bachelors degree (Masters in Taxation or CPA a +), 10 years prior Financial Services Tax and prior Tax Consulting (BIG4 a +), to advise Financial Services clients on Tax Strategy to minimize Tax Burden and cost of compliance. You will identify new methods of complying with Tax Regulations and advise Banking Clients on complex Tax Issues. You will make Executive decisions on filing, preparation and resolution of questions from federal state agencies and be a critical member of the leadership team. You will be involved in direct supervision as either a final or secondary reviewer, under the Partner. You will also actively participate in the marketing and business development whilemaintaining strong client relationships.

RESPONSIBILITIES
- Ensures both that (a) clients comply with all applicable authorities and all Firm policies, standards and the Tax Quality Manual ("TQM").
- Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
- Technical reviewers of WTAs in an area of expertise, as applicable to role
- Correctly and proactively applies Firm policies, standards, and the Tax Quality Manual (TQM) regarding ASC 740-10 (FAS 109 and FIN 48)
- Applies technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based compensation issues
- Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
- Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution
- Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., Individual, Corporate, Property, Sales, Corporate, Pass-Through, State and Local, International, Expatriate, Transfer Pricing, Credits and Incentives, Compensation and Benefits, Accounting Methods, RD tax benefits.
QUALIFICATIONS
- 10+ years of prior experience, Financial Services Industry expertise in one or more tax specialty
- Prior BIG4 or national tax consulting experience preferred
- Bachelors degree in Accounting or other relevant field required
- (MST) Masters Degree in Taxation preferred, Masters in Accounting a +
- CPA certification preferred
- Experience with tax research databases such as BNA and RIA
- Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers
- Ability to supervise associates, senior associates and managers, as the situation dictates. Review work and provide review comments
- Capable of developing and managing a team of tax professionals
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

For immediate consideration please send resume in word format to dpomeroy@accessstaffing.com

• Location: New York, NY
• Compensation: $150K-$250K + Bonus + Benefits
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.