Tax Senior, Financial Services bei Anchin

Title: Tax Senior, Financial Services             

Department: Financial Services 

Supervises: N/A

Role Type: Full-time            

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

We are seeking a highly motivated Tax Senior to join our growing Financial Services Tax Group. This role is ideal for a professional who has a passion for delivering exceptional client service to financial services clients, including hedge funds, private equity firms, broker-dealers, and investment partnerships.

RESPONSIBILITIES:

• Prepare and review federal, state, and local tax returns for partnerships, corporations, and individuals in the financial services industry.
• Assist in tax planning and consulting for investment partnerships, including carried interest calculations, management fee analysis, and income allocations.
• Support clients with tax structuring, compliance, and reporting matters related to financial products and alternative investments.
• Perform tax research and prepare technical memoranda on complex tax issues including partnership allocations, foreign reporting, and withholding tax matters.
• Supervise, train, and mentor junior staff and interns; review their work and provide timely feedback.
• Collaborate with managers and partners to deliver high-quality client service.
• Maintain and grow strong relationships with clients through regular communication and prompt resolution of tax matters.
• Stay current on emerging tax legislation and its potential impact on clients.

Qualifications:

Education:

• Bachelor's degree in Accounting, Finance, or related field.
• CPA certification preferred.

Experience:

• 2+ years of public accounting experience, preferably with a focus on financial services clients.
• Solid understanding of partnership taxation and investment fund structures.
• Proficiency in tax software (e.g., GoSystem, CCH Axcess, or similar) and Microsoft Office Suite.
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple engagements and priorities in a fast-paced environment.
• Excellent written and verbal communication skills.

Compensation:

• Competitive annual salary in the range of $90,000 to $125,000 based on individual’s experience level.

Anchin provides comprehensive benefits, which you can view here. 

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Technologically Proficient: Ability to apply technology solutions to work.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [email protected]