Onsite Tax Principal – Banking and Specialty Finance

Posted 27 minutes ago

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About the role

  • 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

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan
  • Comprehensive benefit options

Job title

Tax Principal – Banking and Specialty Finance

Job type

Experience level

Lead

Salary

$190,000 - $300,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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