Director Tax Financial Services (FS Tax Lead)
Core
Lead fiscal advisory for the Financial Services (FS) practice, serving banks, insurers, pension funds, and fintechs.
Role type
Director, Tax Financial Services
Builds
High-quality tax advisory and compliance solutions for FS clients
Domain
Financial Services Industry + Tax Law
Deliverable
client delivery
Required skills
10+ years fiscal experience, strong FS indirect tax expertise, master's in Fiscal Law or Fiscal Economics, NOB membership, ability to translate practice to high-level advisory, pragmatic and collaborative mindset
Preferred skills
experience in FS-specific tax issues (investment funds, FATCA, CRS, Solvency II), thought leadership capabilities
Technologies
FATCA, CRS, Solvency II, DBA Act
Responsibilities
Lead RFPs and new opportunities for FS tax practice, ensure quality and sector-specific positioning, deepen compliance and advisory relationships, coordinate on broader client issues like DBA Act, contribute to building a national FS tax team, drive commercial initiatives and thought leadership
Seniority
Director, hands-on IC with leadership responsibilities