Tax Senior Manager Capital Markets

Profile

Tax Senior Manager – Capital Markets
Responsibilities: Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Capital Markets clients, including, Broker-Dealers;Futures Commission Merchants; Investment Banks; FinTech; and Proprietary Trading and High-Frequency Trading Firms. Serve as a Career Advisor, mentor or coach, which will include providing honest and timely performance feedback. Train and develop staff members. Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm. Drive growth and profitability to the Capital Markets practice by generating new revenue on existing client portfolios, cross-selling and new clients for the tax practice. Interact directly with clients handling questions, planning, consulting, etc. Serving as Tax client service coordinator while developing and executing the firm’s client service plan. Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards. Build relationships across lines of business to ensure excellent client service through an integrated service approach. Manage corporate client needs with respect to tax services and federal and state tax compliance. Remain up-to-date on current tax practices and changes in tax law.

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