Financial Services Tax – Real Estate Senior Manager

Overview

In this Senior Manager role, you guide client strategies on tax compliance and advisory within financial services real estate. You’ll lead cross-border engagements, optimize tax structures, and analyze financial trends to inform planning. You’ll mentor teams, foster collaboration, and drive innovative tax solutions in a client-facing context. This position sits at the intersection of tax, strategy, and cross-border execution, contributing to the firm’s emphasis on ethics, excellence, and technology-enabled service.

Pay / Benefits

• medical
• dental
• vision
• 401k
• holiday pay
• vacation

Responsibilities

• Lead tax compliance and advisory projects for financial services clients focusing on real estate
• Advise on local and international tax obligations and optimal structuring
• Manage cross-border engagements and navigate complex regulatory environments
• Develop and implement strategic tax planning initiatives
• Draft and review tax documents ensuring regulatory compliance
• Analyze financial statements to provide tax insights and recommendations
• Build and maintain strong client relationships
• Coach and mentor team members to grow technical skills
• Collaborate with diverse teams to deliver comprehensive tax solutions
• Contribute to development of innovative tax services in asset and wealth management

Key requirements

• Bachelor’s degree (minimum)
• 6+ years of experience
• CPA, Bar admission, or other qualifying tax/finance credentials

• Analytical thinking
• Relationship-building with stakeholders
• Coaching and mentoring
• Corporate tax planning and strategy
• Cross-border tax engagements
• Tax compliance and advisory for financial services

…