Financial Services Tax – MA / SM
Core
Provide tax advisory and compliance services to top-tier corporate clients in the financial services industry, including banking, capital markets, wealth management, insurance, and real estate.
Role type
Senior Manager, Financial Services Tax
Builds
Tax strategy, planning, and compliance solutions for financial institutions
Domain
Financial Services / Tax
Deliverable
client delivery
Required skills
Corporate tax compliance, Tax advisory, BEPS, Controlled Foreign Companies (Taxes), Corporate Interest Restriction, Corporate Tax Planning, Financial Accounting, Financial Risk Management, Income Tax Provisions
Preferred skills
SCTP accreditation, Business Tax Returns, Domestic Restructuring (Taxes), Financial Planning
Technologies
Data-driven insights tools
Responsibilities
Provide effective tax advisory and compliance services to top-tier corporate clients; Foster strong relationships with client contacts and provide independent advice; Identify new business opportunities and develop/marketing of new products or service offerings
Seniority
Senior Manager, hands-on IC with strategic oversight