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Financial Services Tax Jobs (NOW HIRING)

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and ...

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Financial Services Tax information

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$23K

$75.5K

$149.5K

How much do financial services tax jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial services tax in the United States is $75,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Financial Services Tax, and why are they important?

To excel in Financial Services Tax, professionals typically need a strong background in accounting or finance, detailed knowledge of tax laws, and relevant qualifications such as a CPA or equivalent. Familiarity with tax preparation software, data analysis tools, and regulatory compliance systems is essential. Strong analytical thinking, attention to detail, and effective communication skills help professionals interpret complex regulations and advise clients. These skills are crucial for ensuring compliance, optimizing tax strategies, and building trust with clients in a highly regulated industry.

What is the difference between Financial Services Tax vs Financial Services Audit?

AspectFinancial Services TaxFinancial Services Audit
Required CredentialsCPA, CTA, or equivalentCPA, CIA, or equivalent
Work EnvironmentTax departments, consulting firms, financial institutionsAudit firms, financial institutions, regulatory agencies
Employer & Industry UsageFinancial services companies, accounting firmsAudit firms, banks, insurance companies

Financial Services Tax and Financial Services Audit both require accounting credentials like CPA. Tax professionals focus on tax compliance and planning, while auditors evaluate financial statements' accuracy. Both roles are vital in the financial industry and often work within similar environments, but their core functions differ significantly.

What are financial services tax professionals?

Financial services tax professionals are experts who specialize in the tax issues and regulations that apply to the financial sector, including banks, investment firms, insurance companies, and other financial institutions. They help organizations comply with complex tax laws, optimize their tax positions, and manage risks related to ever-changing regulations. Their duties often include tax planning, reporting, compliance, and advising on transactions or new products. As financial regulations and tax laws evolve, these professionals play a critical role in ensuring that their clients or employers remain compliant and efficient in their tax strategies.

What are some common challenges faced by professionals in a Financial Services Tax role, and how can they be managed?

Professionals in Financial Services Tax often navigate complex and frequently changing tax regulations that affect banks, investment firms, and insurance companies. Managing tight deadlines during reporting periods and ensuring accuracy under pressure are common challenges. Collaboration with legal, accounting, and compliance teams is crucial to interpret new tax laws and implement effective tax strategies. Staying current through continuous learning and leveraging tax technology tools can help manage workload and improve efficiency.
More about Financial Services Tax jobs
What cities are hiring for Financial Services Tax jobs? Cities with the most Financial Services Tax job openings:
What are the most commonly searched types of Financial Services Tax jobs? The most popular types of Financial Services Tax jobs are:
What states have the most Financial Services Tax jobs? States with the most job openings for Financial Services Tax jobs include:
What job categories do people searching Financial Services Tax jobs look for? The top searched job categories for Financial Services Tax jobs are:
Infographic showing various Financial Services Tax job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $75,525 per year, or $36.3 per hour.
Financial Services Tax Manager

Financial Services Tax Manager

Withum

Los Angeles, CA • On-site

$135K - $170K/yr

Other

Posted 2 days ago


Withum rating

8.2

Company rating: 8.2 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

9th of 22 rated bookkeepers and accountants


Job description

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!

Job Description:

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office,you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.

Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live theWithum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

How you'll spend your time:

  • Reviewing returns prepared by tax staff and/or seniors for accuracy

  • Being involved in all aspects of the financial services tax engagements, which includes hedge funds, private equity, venture capital, broker dealers and management companies

  • Researchingand draftingmemorandum involving complex tax matters

  • Identifyingand implementingtax planning opportunities

  • Handlingand resolvingtax controversies

  • Overseeingcomplete tax research projects for a variety of clients and diverse industries

  • Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines

  • Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly

  • Servingin professional development programs as an instructor or discussion leader

Thekinds ofpeoplewewant totalk tohavemany ofthefollowing:

  • Bachelor's Degree in Accounting

  • CPA license, JD or Masters of Science in Taxation is required

  • At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff

  • Excellent analytical and technical tax skills

  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships

  • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment

  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management

  • Excellent analytical, organizational, project management skills, and strong attention to detail

The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.
Los Angeles ranges are from $150,000 - $200,000 annually
San Francisco ranges are from $135,000 - $170,000 annually

#Hybrid

#LI -MM1

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.



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