Financial Services Corporate Tax Manager
Core
Provide compliance, consulting, and advisory services on tax planning and strategy to financial services clients, helping them navigate complex regulations and optimize tax positions.
Role type
Manager-level corporate tax consultant (financial services)
Builds
Tax compliance strategies, advisory reports, and automation processes for public and private financial institutions
Domain
Financial Services / Corporate Tax
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Corporate tax planning, Financial services tax expertise, CPA designation (or equivalent), Business development, Team mentorship, Tax automation, GenAI proficiency
Preferred skills
MTax certification, Public accounting firm experience, BEPS knowledge, Controlled Foreign Companies (CFC) expertise
Technologies
Tax automation tools, GenAI platforms
Responsibilities
Manage a portfolio of financial services clients, mentor junior staff, contribute to business development, develop strategies for complex technical challenges, collaborate on tax automation processes
Seniority
Manager, hands-on IC with leadership duties