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Financial Services Tax Partner

Navigate Search New York, United States
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Steven Silverman

Steven Silverman

Co-Founder & Managing Partner

A highly respected Top 50 CPA Firm based throughout the US is looking to add a Tax Partner to lead its Financial Services Practice. You will join a young / next-generation Partnership group with a big opportunity for succession planning at the firm. The Practice is recognized as an industry leader, and the firm has a clear plan to become an industry-leading platform.


What you will do as a Tax Partner:

  • Exhibit an exceptional aptitude for establishing and nurturing business relationships that attract new clients and expand services to existing clients.
  • In this role, you will be involved both in new business opportunities as well as servicing existing long-standing clients
  • Oversee all aspects of client engagements to ensure tax compliance and help clients navigate the tax implications of their business objections, provide alternative strategies to lessen their tax burden and capitalize on tax credit opportunities that protect and promote clients’ growth and profitability.
  • In this role, you will be involved both in new business opportunities as well as servicing existing long-standing clients
  • Ability to cross-sell firm services to existing client base while adhering to independent standards

  • Seniority level

    Executive
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing
  • Industries

    Accounting

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