Tax Principal, Financial Services
Core
Lead a practice delivering industry-focused tax advisory and compliance services to financial services clients including banks and insurance companies.
Role type
Senior IC tax principal (practice leader)
Builds
Tax advisory and compliance services for financial institutions
Domain
Financial services / Tax
Deliverable
client delivery
Required skills
tax provisioning, tax compliance, tax consulting, FAS 109, FIN 48, IRS inquiry response, tax planning, client relationship management, business development, team leadership, recruitment
Preferred skills
Masters or advanced degree, entrepreneurial skills
Technologies
None stated
Responsibilities
Lead client relationships on day-to-day tax matters; consult on technical matters and special projects; research tax matters and respond to tax authority inquiries; coordinate with specialty tax practices; oversee tax-planning responsibilities; manage client engagement staffing and profitability; network to acquire new clients and projects; develop tax service market positioning and strategy; recruit, develop, and retain team members; represent the firm at community events.
Seniority
Senior, hands-on IC with practice leadership responsibilities