Tax Paralegal
Listed on 2026-03-01
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Finance & Banking
Accounting & Finance, Financial Analyst, Financial Compliance, Regulatory Compliance Specialist
Cantor Fitzgerald L.P., with over 16,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform.
Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world.
As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long‑term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.
The Tax Paralegal will support the tax function with a primary focus on tax controversy matters, tax authorizations, and end‑to‑end lifecycle management of tax notices and inquiries. Additionally, this role will support tax planning and M&A work. This role requires strong attention to detail, the ability to manage multiple matters simultaneously, and experience coordinating with internal stakeholders, taxing authorities, and external advisors to ensure accuracy, timeliness, and compliance.
- Manage the full lifecycle of federal, state, and local tax notices, including intake, tracking, escalation, resolution, and documentation
- Coordinate responses to tax authority inquiries, audits, and examinations under the direction of tax professionals or counsel
- Maintain organized records of correspondence, filings, deadlines, and outcomes related to tax controversy matters
- Monitor deadlines to ensure timely responses and avoid penalties or interest
- Prepare, submit, and track tax authorizations (e.g., powers of attorney, tax information authorizations) with federal, state, and local taxing authorities
- Ensure authorizations are accurate, current, and properly maintained
- Coordinate updates, renewals, and revocations of authorizations as needed
- Assist in gathering financial, accounting, and business records from internal client departments; coordinate with third‑party providers to retrieve supporting files (bank statements, payroll reports, sales records, etc.).
- Coordinate tax payments related to assessments, notices, settlements, or audit outcomes
- Liaise with internal finance, treasury, and accounting teams to confirm amounts, payment methods, and timing
- Track payments and confirmations to ensure accurate application by taxing authorities Draft clear and accurate written responses to tax notices and information requests, subject to review by tax professionals or counsel
- Prepare supporting documentation and schedules required for both controversy submissions and M&A matters
- Maintain standardized templates and processes to promote consistency and accuracy
- Maintain tracking systems and logs to manage tax matters from initiation through resolution
- Assist in developing and improving procedures to enhance efficiency, accuracy, and compliance
- Support reporting on the status of tax matters for internal stakeholders
- Prior experience supporting tax controversy, tax compliance, or tax legal matters preferred
- Strong organizational skills with the ability to manage multiple matters and deadlines simultaneously
- Excellent written communication skills with attention to accuracy and detail
- Ability to work collaboratively with tax, legal, finance, and treasury teams
- High degree of discretion when handling sensitive and confidential information
- Bachelor’s Degree required
The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
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