Tax Lead - Tax Optimization, New York, to $225k

About The Opportunity

A growing financial services provider located in New York City is actively seeking a driven and experienced Tax professional for a promising opportunity on their Tax Optimization as a Lead. In this role, the Tax Optimization Lead will assist in the development, maintenance, and process improvements of the organization's financial service industry software products by monitoring new and emerging relevant tax laws, regulations, rulings and tax guidance to determine the proper tax basis accounting treatment. Apply today!

COMPANY DESCRIPTION

Financial Services Provider

JOB DESCRIPTION

The Tax Optimization Lead will:

Assist in tax basis accounting software implementation projects from start to finish, which includes project planning, regular interface with the clients and their tax advisors, providing technical guidance to other project members, and ability to meet deliverable due dates
Interact with internal groups and external clients on an as-needed basis to provide technical tax investment accounting guidance
Lead in the development, maintenance, and process improvements of financial service industry software products by monitoring new and emerging relevant tax laws, regulations, rulings and tax guidance to determine the proper tax basis accounting treatment
Participate in industry forums and contribute to company publications

REQUIRED SKILLS

Bachelor’s and/or Master’s in Tax
6-7+ years of financial services tax experience or tax technology with funds
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills, and documentation skills
Strong attention to detail
Highly organized
Strong work ethic

Desired Skills

CPA / MBA
Familiarity within financial services industry focused on tax basis accounting and analytical duties around a large and complex investment portfolio

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