Tax Partner in Financial Services

Position Overview: We are seeking a dynamic and experienced Tax Partner to lead our Financial Services group at Anchin. In this senior leadership role, you will provide strategic tax advice and services tailored to clients in the financial services sector, including private equity and funds.Key Responsibilities:Establish and nurture robust relationships with key clients in the financial services industry.Deliver high-level tax advisory services encompassing tax planning, structuring, and compliance.Identify and mitigate tax risks while ensuring compliance with applicable tax laws and regulations.Stay updated on changes in tax legislation, ensuring clients are informed of critical updates.Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.Lead and mentor a team of tax professionals, fostering their growth and development.

Title: Tax Director/Partner, Professional ServicesDepartment: TaxSupervises: Senior Managers and belowRole Type: Full-timeLocation: New York, NY (Hybrid)ABOUT THE COMPANY:Anchin, Block & Anchin LLP is a renowned Certified Public Accounting and Consulting firm located in New York City, with branches in Long Island and Florida. We pride ourselves on delivering expert financial advisory services across a wide array of industries. Our comprehensive offerings include integrated accounting, consulting, and business management services, ranging from tax planning and audits to intricate analyses of acquisitions and financial restructuring.Anchin has earned accolades as one of the “Best of the Best” accounting firms nationwide, recognized as a Best Place to Work in New York City and New York State, and celebrated as a Best Accounting Firm to Work For across the country.ABOUT THE POSITION:We are on the lookout for a seasoned and strategic Tax Director/Partner to become a vital part of our Anchin team, specializing in the Professional Services sector. This position is perfect for an accomplished tax professional with extensive knowledge of various entity structures, including Partnerships and Corporations, along with individual tax matters pertaining to shareholders and partners. The ideal candidate will engage with clients, exhibit outstanding business development abilities, and demonstrate a commitment to expanding the practice area while mentoring and nurturing talent within the team.RESPONSIBILITIES:Act as a strategic advisor to clients in the Professional Services industry, providing high-quality tax planning and compliance solutions for Partnerships, Corporations, and individual shareholders/partners.Address complex tax issues and offer innovative solutions aimed at minimizing tax liabilities, while ensuring compliance with federal, state, and local tax regulations.Build and sustain robust client relationships, ensuring exceptional service and satisfaction.Spearhead market-facing initiatives to grow the practice area by identifying new business opportunities and enhancing client relationships.Develop and implement strategic business development plans to elevate firm visibility and revenue within the Professional Services industry.

Position: Tax Director, Financial ServicesDepartment: Tax, Financial ServicesSupervises: Senior ManagersEmployment Type: Full-timeLocation: New York, NY; Uniondale, NY; Boca Raton, FL; Palm Beach Gardens, FL (Hybrid)About Anchin:Anchin is a distinguished Certified Public Accounting and Consulting firm headquartered in New York City, with a robust presence in Long Island and Florida. We pride ourselves on delivering expert services across a variety of industries, offering a comprehensive suite of integrated accounting, consulting, and business management solutions ranging from tax planning and audits to thorough analyses of acquisitions and financial restructuring.Recognized nationally as one of the “Best of the Best” accounting firms, Anchin is celebrated as a Best Place to Work in both New York City and New York State, and as a leading accounting firm to work for across the nation.Position Overview:The Tax Director for the Financial Services group at Anchin is a senior leadership position focused on delivering strategic tax advisory and compliance services to clients in the financial services sector, including private equity and funds. This role encompasses managing client relationships, spearheading tax planning and compliance initiatives, ensuring adherence to regulatory standards, and driving business development efforts. Additionally, the Tax Director will mentor and cultivate a team of tax professionals, fostering their growth and expertise.Key Responsibilities:Build and sustain robust relationships with key clients in the financial services sector.Deliver high-level tax advisory services, including tax planning, structuring, and compliance.Identify and mitigate tax risks while ensuring compliance with applicable tax laws and regulations.Stay updated on tax legislation changes and inform clients about pertinent updates.Oversee the preparation and review of tax returns, ensuring precision and compliance with local, state, and federal regulations.Lead and mentor a team of tax professionals, fostering a collaborative and growth-oriented work environment.

Title: Tax Partner, Real EstateDepartment: Tax, Real EstateSupervises: DirectorsRole Type: Full-timeLocation: New York, NY (Hybrid)ABOUT THE COMPANY:Anchin is a premier Certified Public Accounting and Consulting firm based in New York City, with additional offices in Long Island and Florida. We provide exceptional financial advisory services to a wide array of industries, offering comprehensive accounting, consulting, and business management solutions—including tax planning, audits, and in-depth analyses of acquisitions and financial restructuring.Recognized nationally as one of the “Best of the Best” accounting firms, Anchin is also honored as a Best Place to Work in New York City and State, as well as a Best Accounting Firm to Work For nationwide.ABOUT THE POSITION:As a Tax Partner within our Real Estate group, you will be instrumental in delivering strategic tax advice and solutions tailored for clients in the real estate sector. Your role will encompass leading tax engagements, fostering client relationships, and driving the overall advancement of our tax practice. The ideal candidate will have extensive expertise in real estate tax regulations, outstanding leadership capabilities, and a demonstrated history of providing exceptional client service.RESPONSIBILITIES:Deliver expert tax guidance to real estate clients, including developers, investors, and property management firms.Interpret and analyze complex tax regulations and legislation impacting the real estate sector.Create and execute tax strategies to optimize clients' financial outcomes and meet their business goals.Lead and manage tax engagements within the real estate domain, ensuring prompt and precise service delivery.Oversee the preparation and review of intricate tax returns, ensuring adherence to relevant regulations.Manage client relationships attentively, addressing their needs and identifying new opportunities for engagement.

About Pinterest:At Pinterest, we inspire millions around the globe to discover creative ideas, envision new possibilities, and plan enduring memories. Our mission is to empower individuals to lead fulfilling lives through inspiration, starting with the talented individuals behind our platform.Join us in a career where you can spark innovation for millions, turn passion into growth opportunities, and celebrate the diversity of experiences while enjoying the flexibility to excel in your role. Crafting a career you love is within reach.Role SummaryAs a Lead Client Partner at Pinterest, you will act as a strategic leader, fostering trusted relationships with premier advertisers by utilizing your extensive knowledge of full-funnel sales. Your deep understanding of client businesses will empower you to independently manage assigned accounts and effectively advocate for Pinterest products. Key responsibilities include achieving performance targets, generating new business, nurturing customer relationships, and addressing specific client needs. Your guidance will help clients unlock value for millions of Pinners seeking inspiration and action, while you forge strategic partnerships both internally and externally. Success in this position relies on your capacity to drive significant revenue growth and cultivate a vision for long-term client success within a collaborative and dynamic environment.What You'll Do:Strategic Vision and Partnership BuildingDesign and implement comprehensive sales strategies that encompass awareness, consideration, conversion, and retention for top-tier clients, delivering measurable business outcomes.Develop and sustain robust relationships with client and agency stakeholders, including C-suite executives, Investment, Strategy, and Activation teams, while organizing pivotal educational summits, strategy sessions, and quarterly business reviews.Formulate and execute a strategic business plan aimed at driving revenue growth on Pinterest. Secure buy-in from key stakeholders (both internal and external) for your strategic approach and foster accountability through influence. Propel year-over-year growth and lead annual deal discussions.Exhibit executive presence and leadership when engaging with clients, grasping the nuances of their businesses, including macro trends (headwinds, tailwinds), business objectives, and media KPIs. This critical thinking will empower you to challenge the status quo rather than accepting client directives at face value.

Title: Tax Director/Partner, Consumer Products Department: Tax – Consumer Products Group Supervises: Senior Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT ANCHIN: Anchin is a prestigious Certified Public Accounting and Consulting firm based in New York City, with additional offices in Long Island and Florida. We specialize in providing comprehensive financial advisory services across various industries, encompassing everything from tax planning and audits to intricate analyses of acquisitions and financial restructuring. Our firm is consistently recognized as one of the top accounting firms in the nation and has earned accolades as a Best Place to Work in New York City and State. ABOUT THE POSITION: We are currently seeking a seasoned Tax Director or Partner with expertise in the Consumer Products sector. This pivotal leadership role requires a tax professional with extensive knowledge in tax planning and compliance specifically for businesses in the consumer products space, including manufacturers, distributors, and retailers. The ideal candidate will demonstrate a blend of technical proficiency, formidable business development capabilities, and a passion for mentoring and cultivating a high-performing team. KEY RESPONSIBILITIES: Act as a strategic advisor to clients, delivering innovative tax planning and compliance solutions tailored for the consumer products industry. Oversee the preparation and review of federal, state, and local tax returns for corporations, partnerships, and individual stakeholders. Resolve intricate tax issues related to inventory accounting, sales and use tax, state nexus, and multi-state filings. Design and implement tax strategies aimed at minimizing liabilities and optimizing tax positions for clients. Provide insights on tax implications of business transactions, mergers, acquisitions, and restructuring within the consumer products sector. Stay abreast of tax law changes affecting consumer products businesses and communicate relevant updates to clients and internal teams.

Join Our Team as an International Tax Director/Partner!Are you an experienced tax professional with a passion for international tax strategies? Anchin, a premier Certified Public Accounting and Consulting firm based in New York City, is looking for a dynamic International Tax Director/Partner to lead our International Tax Group.In this pivotal role, you will manage complex inbound tax issues, provide strategic guidance to both multinational corporations and individuals, and ensure compliance with both U.S. and international tax regulations. Your expertise in tax compliance will be essential in supporting our diverse clientele effectively.

We are seeking a dynamic and strategic Senior Lead Client Partner to join our Financial Services team at Pinterest. In this pivotal role, you will lead the charge in fostering strong relationships with our financial services clients, driving innovative solutions, and maximizing their success on our platform. You will collaborate closely with cross-functional teams to deliver exceptional results and enhance our clients' brand presence.

About the Position:Anchin is on the lookout for a seasoned High-Net-Worth (HNW) Tax Partner to spearhead and grow our private client tax practice. This pivotal role encompasses the delivery of strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their associated entities, including family partnerships, trusts, and estates. The ideal candidate will possess extensive knowledge of complex tax issues, robust leadership and management capabilities, and a demonstrated track record of driving business growth.Key Responsibilities:Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while minimizing risks.Exhibit deep technical expertise in individual and trust tax law.Cultivate and nurture strong relationships with clients and their advisors, delivering outstanding service year-round.Identify opportunities for value-added services, including tax efficiencies, estate, and gift planning, along with other related matters.Lead a team of tax professionals, promoting a culture of excellence, professional development, and superior client service.Recognize and pursue new business opportunities through relationship-building with attorneys and other advisors.

Join Celonis as a Client Value Partner (CVP) in the dynamic Financial Services sector. In this pivotal role, you will leverage your expertise to drive value for our clients, ensuring that they maximize their investment in our process mining technology. Collaborate with cross-functional teams to analyze business processes, identify inefficiencies, and implement data-driven solutions that enhance operational performance.As a CVP, you will serve as a trusted advisor to our clients, guiding them through transformational changes and showcasing the tangible benefits of our offerings. Your analytical skills and strategic mindset will be essential in crafting tailored solutions that meet diverse client needs.

About the Position:Anchin is seeking a seasoned Trust and Estates Tax Partner to join our esteemed Private Client Group. This pivotal role will focus on delivering top-tier tax advisory and compliance services to high-net-worth individuals and families, along with their associated entities, including trusts and estates. The ideal candidate will excel in providing exceptional client service, managing intricate tax planning and compliance projects, and spearheading business development initiatives.Key Responsibilities:Lead the preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).Stay abreast of changes in tax legislation to ensure compliance and proactively identify planning opportunities.Address complex issues and offer guidance on intricate trust and estate structures.Deliver expert advice on estate planning, wealth transfer strategies, and fiduciary tax matters.Build and maintain long-term relationships with clients, ensuring high satisfaction and trust levels.Consult clients on the tax implications of diverse financial and legal strategies, including philanthropy, family offices, and investment planning.Mentor and guide the Trust and Estates Tax Team to foster professional growth and excellence.

The Associate Partner plays a pivotal role in driving business development and overseeing the delivery of intricate global Oracle implementations.Key Responsibilities:Engagement Delivery- Achieve annual managed revenue targets set by practice leadership.- Craft integrated project management plans while managing timelines and dependencies across various initiatives.- Define project deliverables and milestones in collaboration with stakeholders.- Control project scope and ensure effective communication of status and vision to client management.- Assess project skill requirements and collaborate with resource managers to identify suitable team members.- Manage overall team performance, including evaluations and staff development.- Oversee project financial management and risk assessment.- Identify potential clients and propose tailored solutions.Sales & Business Development- Meet annual sales targets as determined by practice leadership.- Develop client-centric solutions during the sales process.- Collaborate with sales professionals to create and nurture leads.- Lead pursuit teams from qualification through closure, including contract negotiations.People & Practice Management- Act as the first-line manager for a group of Oracle E-Business Suite practitioners.- Contribute to the annual performance evaluation and compensation processes for direct reports.- Aid in staff recruitment efforts.

About the Position:As a Senior Tax Consultant specializing in the Technology & Professional Services Group, you will be instrumental in delivering expert tax advisory and compliance services tailored to clients in these dynamic sectors. Your role will encompass analyzing intricate tax challenges, formulating strategies to optimize tax obligations, and ensuring adherence to the relevant regulations. Collaborating closely with clients and internal teams, you will provide top-tier tax solutions that contribute to the firm’s overall success.Key Responsibilities:Proactively identify and address complex technical issues as they arise.Prepare organized and comprehensive workpapers that are easy to understand.Engage with clients to gather necessary documentation and clarify open items.Develop an in-depth understanding of client businesses and the Technology & Professional Services sectors to enhance service delivery.Ensure the accurate and timely preparation of various tax returns, including income and sales tax filings.Stay informed of changes in tax legislation and regulations to provide informed advice.

Role Overview Justworks is hiring a Financial Analyst - Business Partner in New York, NY. This role supports business decision-making by providing clear, data-driven insights. The analyst works closely with teams across the company to review financial performance, identify trends, and help guide profitability. What You Will Do Collaborate with cross-functional groups to analyze financial results Forecast trends and assess their impact on business goals Support strategic initiatives with detailed analysis Help improve operational efficiency through financial insights What Sets This Role Apart This position combines analytical work with hands-on partnership across teams. The right candidate enjoys using numbers to shape business strategy and drive results.

Title: Tax Manager - Professional Services Department: Tax - Professional Services Supervises: Supervisors and below Role Type: Full-time Location: New York, NY (Hybrid) About the Company: Anchin, Block & Anchin LLP is a distinguished Certified Public Accounting and Consulting firm based in New York City, with additional offices in Long Island and Florida. We provide exceptional financial advisory services across various industries, encompassing a full range of integrated accounting, consulting, and business management services, from tax planning and audits to in-depth analysis of acquisitions and financial restructuring. Recognized consistently as one of the “Best of the Best” accounting firms in the nation, Anchin has earned accolades as a Best Place to Work in New York City and New York State, as well as a Best Accounting Firm to Work For Nationwide. About the Position: The Tax Manager, specializing in the Professional Services Group at Anchin, will spearhead our tax team in delivering thorough tax compliance, planning, and advisory services to clients in the professional services sector. This pivotal role necessitates extensive technical knowledge in Corporate and Partnership taxation, robust leadership capabilities, and a comprehensive understanding of tax regulations that influence professional services firms. The Tax Manager will work closely with clients and internal teams to formulate and execute effective tax strategies that align with their business objectives. Responsibilities: Lead and manage tax compliance for federal, state, and local income tax returns, focusing on Corporate filings for clients in the professional services sector. Ensure all tax submissions are accurate, timely, and compliant with applicable tax laws and regulations. Oversee the organization and maintenance of tax records and documentation. Drive tax planning initiatives and deliver strategic advisory services tailored to professional services businesses. Identify and implement tax-saving opportunities and strategies to minimize tax liabilities. Conduct comprehensive research on complex tax issues, including corporate tax structures, and provide innovative solutions. Act as the primary point of contact for key clients, fostering and maintaining strong relationships.

Ramp designs infrastructure that helps organizations automate and manage their financial operations. The platform handles over $100 billion in annual spending for more than 50,000 businesses, covering tasks such as payment authorizations, risk analysis, spend categorization, and reconciliation. Ramp’s solutions address complex challenges in finance, and the company values initiative, urgency, and a growth mindset. Customers typically see significant results, including a 5% reduction in costs and a 16% increase in revenue during their first year. Ramp’s goal is to deliver this level of impact to every forward-thinking business. Role overview This Partner Development Representative position sits within the Channel Sales team in New York, NY. The role centers on building new relationships with financial institutions to create sales opportunities for Ramp. Success comes from strong interpersonal skills, curiosity, and a determination to solve problems and achieve results. What you will do Initiate contact with potential partners in the financial sector Develop and nurture new business connections that drive growth for Ramp Serve as the first point of contact for financial institutions considering partnership What helps in this role Strong communication and relationship-building skills An eagerness to tackle challenges and learn quickly A results-driven approach to developing business opportunities

About Clear Street:Clear Street is revolutionizing the brokerage ecosystem. Established in 2018, we are a cutting-edge financial services firm, replacing outdated infrastructure across capital markets.Starting from the ground up, we have developed a fully cloud-native clearing and custody system tailored for today's intricate global market. Our proprietary prime brokerage platform significantly enhances market efficiency while prioritizing risk minimization, redundancy reduction, and cost-effectiveness for our clients. Our mission is to provide a comprehensive, single-source platform for every asset class across all countries and currencies.By uniting top-tier product and engineering talent with experienced finance professionals, we are building the foundations necessary to thrive in the fast-paced landscape of modern markets.The Team:The Global Tax Operations team operates within Clear Street's Global Custody department, which includes Settlements, Asset Servicing, and Dev Ops. This team plays a crucial role in ensuring compliance with Clear Street Group's global securities tax withholding and reporting obligations, including FATCA/CRS and QI/QDD operational requirements.A core focus of Global Tax Operations is to deliver exceptional client-facing tax support, ensuring clients have access to clear, timely, and accurate guidance regarding tax forms, documentation, and reporting outputs through scalable channels.The Role:We are seeking an Associate Director of Client Tax Support. Reporting to the Global Head of Tax Operations, you will be responsible for defining and delivering a premier, client-focused tax support experience for Clear Street's institutional and retail clients.This is a foundational position, representing the first dedicated hire for client tax support. The successful candidate will not only manage daily tax support activities but will also be instrumental in shaping the long-term strategy for client tax support delivery at Clear Street, encompassing the service model, tools, content strategy, and operating standards.The ideal candidate will possess outstanding client service instincts and a strong preference for experience assisting retail clients within a broader broker-dealer environment. A deep understanding of how clients interact with tax concepts, documentation, and reporting will enable you to design support strategies that are clear, intuitive, and scalable.

At Withum, we foster a culture where your individuality is valued and your potential is limitless. Join us to explore a spectrum of industries, develop new competencies, and engage with our diverse teams to shape the career of your dreams. Your journey begins here.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!Our Tax Services Group comprises a talented team of tax specialists dedicated to ensuring compliance with tax reporting obligations while strategically minimizing or deferring tax payments. With our expansive knowledge of international, U.S. federal, state, and local regulations, supported by our partnership with HLB International, we craft effective tax strategies globally. Our comprehensive services encompass Business, Individual, State & Local Tax, R&D Tax Credit, as well as International and Private Client services.As a Tax Manager in our New York, NY office, you will lead all facets of tax engagements, mentor staff, and build enduring client relationships. Join a collaborative team of renowned CPAs and industry leaders, where we prioritize teamwork and excellence in client service.Withum’s identity is a reflection of our people, our culture, and our strengths. We are dedicated to fostering client growth and success, ensuring our commitment extends beyond just our clients.

Join our dynamic team at dev2 as a Credentialed Tax Expert. We are seeking a dedicated professional with over 2 years of paid tax experience to deliver exceptional tax services to our clients. In this role, you will leverage your expertise to assist clients in navigating complex tax situations, ensuring compliance while maximizing benefits. As a valued member of our team, you will have the opportunity to grow your career and make a significant impact in the field of taxation.

Join our team as a Tax Professional, where you will play a crucial role in providing exceptional tax services to our clients. This position requires a high level of expertise in tax regulations and the ability to assist clients with their tax preparation and planning needs. You will collaborate with a diverse team dedicated to delivering the best results for our clients.