Tax Principal leading the delivery of tax advisory and consulting services for financial services clients. Responsibilities include client management, business development, and team leadership.
Responsibilities
Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services
Assume the role of industry tax leader for the financial services group
Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities
Develop new business and expand services to existing clients
Keep current on tax law changes
Requirements
Bachelor’s or master’s in accounting, Taxation or related field
Current CPA licensure required (JD or EA may be accepted in lieu of CPA)
10+ years of public accounting experience in a tax role
Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities
Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments
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