Search Jobs

This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$84,000.00/yr - $100,000.00/yr

We are seeking a detail-oriented and experienced Project Accountant to join our dynamic team. The ideal candidate will be responsible for managing financial aspects of various projects, ensuring compliance with accounting standards, and providing accurate financial reporting. This role requires a strong understanding of financial auditing, accounting software, and the ability to collaborate with cross-functional teams.

Responsibilities

• Prepare and review financial reports related to project budgets, forecasts, and expenditures, including WIP.
• Conduct regular financial audits to ensure compliance with internal controls and regulatory requirements.
• Support accounts receivable and accounts payable processes such as monitoring aging reports and determining timing of payments.
• Assist project and accounting teams with cash flow projections.
• Prepare cost analysis by interpreting project financial data and information.
• Collaborate with project managers to track project costs and provide insights for financial decision-making.
• Assist in the preparation of financial documentation for stakeholders and external auditors.
• Other duties, as assigned.

Experience

• Bachelor's degree in accounting, finance, or related field.
• Minimum of 5 years' experience in construction accounting preferred.
• Proven experience in accounting or finance roles, preferably in project-based environments.
• Strong knowledge of financial auditing principles and practices.
• Experience using accounting software such as Viewpoint Vista and Procor is highly desirable.
• Excellent analytical skills with the ability to interpret complex financial data.
• Strong communication skills for effective collaboration across teams.

Job Type: Full-time

Benefits:

• 401(k)
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Bonus opportunities

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

IT Services and IT Consulting

#J-18808-Ljbffr

GHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. Our team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.

GHJ Search & Staffing has partnered with a well-known nonprofit organization seeking a Director of Finance to join their team.

Responsibilities:

1. Develop and maintain multi-year financial model
2. Oversee and manage the entire budget development process
3. Conduct monthly budget-to-actuals analysis for the entire organization, presenting findings to leadership
4. Lead the organization-wide forecasting process, ensuring alignment across teams
5. Collaborate with budget owners to resolve issues and re-forecast financials as needed
6. Conduct in-depth financial analysis, focusing on revenue growth and cost optimization to guide decision-making
7. Conduct check-ins for direct reports to ensure they are meeting their performance metrics and development goals

#J-18808-Ljbffr

Overview

Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities, and one another.

Located in Brentwood, Tennessee, Ardent has earned a reputation as one of the industry's strongest and most innovative healthcare systems. Our facilities and clinics are consistently recognized among healthcare's best employers. We recognize each hospital and clinic is as unique as the community it serves. We strive to maintain strong community ties through advisory boards, contributions, charitable care, education, and outreach.

Ardent includes:

• 30 hospitals
• 280 sites of care
• 4,281 beds
• 24,000+ team members
• 8,200+ nurses
• 1,800+ aligned providers
• 5.8M annual provider encounters
• 421 medical residents

Ardent makes considerable investments in people, technology, facilities, and communities, producing high-quality care and extraordinary results. From newly constructed facilities and expanded services, to lifesaving technology and outstanding opportunities for employees, Ardent is committed to providing its hospitals and clinics the tools needed to succeed.

We believe it is this mix of corporate support and local autonomy that equips our teams for success.

UT Health East Texas is comprised of 9 hospitals, more than 90 clinics, the Olympic Plaza Tower, 13 regional rehabilitation facilities, two freestanding emergency centers, regional home health services covering 41 counties, an EMS fleet of more than 65 ambulances and four helicopters, and a comprehensive seven-trauma center care network, including the region's only Level 1 trauma facility. In 2024, we also added six Urgent Care clinics to our network. Our team includes nearly 400 employed providers and more than 7,000 team members.

As a partner with the University of Texas System, UT Health East Texas is uniquely positioned to provide East Texans with access to leading-edge research and clinical therapies while training and educating the next generation of providers and other health professionals. Graduate Medical Education is an integral component at UT Health East Texas. With Family Medicine, Internal Medicine, Occupational Medicine, and Psychiatry residency programs, we also welcomed our first class of medical students in 2023 in partnership with The University of Texas Health Science Center at Tyler.

UT Health Tyler

UT Health Tyler, the flagship hospital of the system, has 432 licensed beds specializing in advanced acute care medicine. Our hospital includes a 24-hour ER with Level 1 trauma center, a comprehensive stroke center, more than 500 physicians, and a full complement of subspecialty groups.

We have an exciting opportunity to join our leadership team at UT Health Tyler Main Campus as a Chief Financial Officer .

POSITION SUMMARY

The Chief Financial Officer (CFO) is responsible for the overall financial administration for the facility. Additional areas of responsibility may include: general accounting, data processing, materials management, information systems, and financial reporting. This position ensures that the internal controls are adequate to safeguard the assets of each entity and that the accounting systems are sufficient to generate accurate and timely financial reporting.

Responsibilities

• Help create and implement initiatives in order to build and grow the facility.
• Help analyze and see ideas from a financial mindset in order to help ensure the success of future endeavors.
• Consult the Regional CFO and Corporate office personnel concerning the facility's financial affairs, financial goals, and objectives.
• Develop the operating policies and procedures.
• Ensure the accurate review of product line analysis, and consult with the facility CEO and Regional CFO.
• Prepare financial and management reports and prepare and administer the facility's annual operation and capital budget.
• Plan and coordinate functions and activities of assigned departments. Responsibilities include evaluating performance and initiating or recommending personnel actions and maintaining good employee relations with department staff.
• Ongoing monitoring of expense structure to identify opportunities for efficiencies and cost reduction.
• Direct preparation of projections to inform facility and Division leadership of anticipated performance in future periods.
• Review and maintain a healthy revenue cycle in order to ensure consistent cash flow.
• Work with the region and joint venture partner on managed care negotiations to maximize payer contracts.

Qualifications

Education & Experience

• Bachelor's Degree in accounting/finance or related field required. Master's Degree from an accredited college or university in Hospital Administration or Business Administration preferred.
• Experience as a hospital CFO. Experience in an integrated health delivery system strongly preferred.
• CPA certification preferred.
• Current knowledge of The Joint Commission, OSHA, state and federal regulatory standards.

Knowledge, Skills & Abilities

• Excellent leadership and interpersonal skills to effectively communicate ideas, problems, instructions (written and oral) with corporate management staff, facility management staff, and employees.
• Ability to analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company.
• Ability to interpret, adapt, and apply guidelines, policies, and procedures.
• Ability to use sound judgment in decision making and react calmly and effectively in an emergency situation.
• Knowledge of strategic planning and short and long-range goal implementation.

#J-18808-Ljbffr

Tax Senior Manager, Private Client Group

Tax Senior Manager, Private Client Group

4 days ago Be among the first 25 applicants

This range is provided by Phaxis. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $220,000.00/yr

Direct message the job poster from Phaxis

A New York City based CPA and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries is hiring for several tax and audit positions. The firm offers a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client’s other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.

RESPONSIBILITIES:

• Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
• Build and maintain strong relationships with high-net-worth clients and their families.
• Understand clients' financial goals, objectives, and family dynamics.
• Provide expert advice on trust and estate planning strategies tailored to individual client needs.
• Provide guidance, training, and support to team members.
• Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals.
• Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
• Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
• Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
• Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
• Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
• Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
• Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
• Work with legal counsel to resolve disputes and challenges related to trusts and estates.

QUALIFICATIONS:

Education:

• Bachelor’s degree in law, accounting, finance, or related field.
• A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred.

Experience:

• 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
• Strong knowledge of trust and estate laws, tax laws, and regulations.
• Excellent leadership and team management skills.
• Exceptional communication and interpersonal skills for building and maintaining client relationships.
• Detail-oriented with a high level of accuracy in work.
• Ability to analyze complex financial situations and develop customized solutions.
• Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.

Compensation:

• Competitive annual salary in the range of $160,000 to $220,000 based on individual’s experience level.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Other

• Industries

  Accounting

Referrals increase your chances of interviewing at Phaxis by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified when a new job is posted.

Sign in to set job alerts for “Private Client Manager” roles.

Wealth Management Client Service Manager

Director/Partner, Mergers & Acquisitions/Exit Strategies

J.P. Morgan Wealth Management - Private Client Advisor - Boca Raton and Boynton Beach FL

Fort Lauderdale, FL $125,000.00-$155,000.00 3 weeks ago

VP, Financial Consultant - Fort Lauderdale, FL

Fort Lauderdale, FL $65,000.00-$90,000.00 3 days ago

Pompano Beach, FL $75,000.00-$150,000.00 2 weeks ago

Wealth Relationship Manager- SAFE ACT South Coral Springs, FL

Coral Springs, FL $72,880.00-$109,320.00 2 weeks ago

Investment Consultant - Ft. Lauderdale, FL

Boca Raton, FL $130,000.00-$150,000.00 3 weeks ago

Boca Raton, FL $100,000.00-$250,000.00 2 weeks ago

Financial Consultant – Retirement Benefits Group

Boca Raton, FL $28,000.00-$125,000.00 1 month ago

Financial Consultant – Retirement Benefits Group

Broward County, FL $24,000.00-$135,000.00 1 month ago

Wealth Relationship Manager- SAFE ACT Plantation, FL

Plantation, FL $72,880.00-$109,320.00 2 weeks ago

Fort Lauderdale, FL $80,000.00-$100,000.00 3 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Oakland Park, Deerfield Beach, Pompano Beach, FL

Wealth Sales and Service Consultant - Jupiter, Boca, or Palm Beach

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Assurance Senior Manager/Partner (Blockchain)

Pay $ - $ / year

Employment type Full-Time

Job Description

Req#: 442dde6f- f2-a15e-c2d11e4f6d96

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. The rapid rise of the blockchain and digital assets is disrupting and transforming how we do business today and it will change how we do business tomorrow. There is not a better time to join our BPM Blockchain and Digital Assets practice. We are looking for a passionate Assurance Partner serving an evolving and exciting industry. Join our BPM blockchain and digital assets team, a team that loves serving our clients as well as helping our clients become successful. This team works with many large crypto entities including exchanges, wallets, miners, trading platform, funds with activities in DeFi, mining, staking, lending and NFTs.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

What you get:

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
• Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself
• Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

Responsibilities:

• Work with the blockchain and digital assets leaders and partners.
• Responsible for leading day-to-day execution and delivery of audit and advisory activities throughout the year.
• Supervise associate level professionals and delegate engagement responsibilities.
• Responsible for communicating and resolving audit matters that arise during the audit engagement with the support of the engagement manager.
• Develop and maintain client relationships, thus driving client satisfaction.
• Research, understand and apply complex accounting concepts and auditing procedures.
• Draft financials and report audit findings (both verbal and written).
• Develop, motivate, and mentor associates by providing training, regular feedback and career guidance while fostering a team environment.

Requirements:

• A PASSION for blockchain and digital assets.
• Licensed CPA.
• BS/BA degree in Accounting, Finance, or related field.
• MBA or other advanced degree preferred.
• Experience in blockchain and digital assets is ideal, however, not necessary.
• Familiarity with technical accounting matters common to the industry, such as token issuances, exchange/custodial accounting, DeFI, staking, lending, derivatives accounting, crypto basis tracking, etc.
• Minimum of 12 plus years of audit experience.
• Ability to be a leader, effectively managing a team of professionals while also handling multiple projects and client deadlines.
• Prior experience in core assurance services conducting audit planning, developing audit programs, performing testing and preparing work papers is required.
• Knowledge of internal accounting controls, control testing, professional standards and regulations.
• Knowledge of regulatory compliance requirements (money transmitters, BSA, AML/KYC, finance lenders, Gramm-Leach-Bliley Act, NYDFS BitLicense, broker-dealers, Alternative Trading System (ATS), Futures Commission Merchants (FCM), and other CFTC/SEC regulations).
• Superior analytical and problem-solving skills, and ability to conduct technical research required.
• Excellent oral and written communication skills.
• Proficient in the use of Microsoft Office Suite, specifically Excel and Word.
• Understanding of the blockchain and digital assets technology ecosystem (smart contracts, block explorers, crypto tracking and accounting software, blockchain analysis, and other RegTech tools).
• Ability to effectively market or sell professional services.

$160,000 - $185,000 a year The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

***************

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

About the company

BPM is one of the largest California-based accounting and consulting firms, ranked in the top 50 in the U.S. BPM services include Tax, Audit, and Consulting.

#J-18808-Ljbffr

AVP, Model Risk Management page is loaded

AVP, Model Risk Management

Apply locations Rosemont, IL time type Full time posted on Posted 2 Days Ago job requisition id

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

Responsibilities:

Provide independent model risk management and support for the VP of Model Risk as follows:

Model Validation

• Perform independent and comprehensive validation of bank-wide statistical/econometric/ mathematical/qualitative (expert judgment) models for stress testing, asset allocation, valuation and pricing, BSA/AML in compliance with SR 11-7/OCC and Model Risk Management (MRM) policy and procedures.

• Develop a model validation testing plan commensurate with the model risk tier and perform quantitative and qualitative tests to assess models for conceptual soundness, implementation accuracy, data integrity, and performance accuracy, including back testing, sensitivity analysis, scenario analysis, benchmarking, and governance.

• Provide effective and meaningful challenge during the following processes of model validation: Review of conceptual soundness; Review adequateness of modeling data; Materiality analysis of model assumptions and limitations; Review of model theoretical framework and design; Review of model performance.

• Review of Model Documentation to ensure compliance with regulation/policy. Model documentation review should consist, amongst others, the following: Assessing the quality of model documentation; Reviewing documentation of developmental evidence; Review documentation of model governance; Review testing results in the model methodology document.

• Design and execute a comprehensive and granular program for the following: Data Validation; Model theoretical framework and design; Assumptions and Limitations testing; Model Conceptual soundness; Back-testing; Model Effectiveness Testing, Sensitivity Analysis; and Benchmarking for material portfolios.

• Perform ongoing monitoring of all the models in line with the validation calendar and monitor the performance of those models through statistical tests. Evaluate the model adjustments, such as overlays and buffers, wherever applicable.

Ongoing Process Management, Enhancement and Updates

• Contribute to enhancing current processes for model validation.

• Manage activities related to model governance and assist VP model risk management in creating reports for the senior management, executive management, risk committees, and regulatory exams.

• Manage and update model risk policies, standards, and procedures continually to ensure compliance with both management and regulatory requirements. Assist VP- MRM in the growth and maturation of the model risk management framework.

• Use the MRM Model Validation tool to perform model validation activities. Assists inthe annual model certification process and maintain status updates from the model owners.

• Maintain and update the model inventory. Maintain status updates and facilitate resolution/escalations of issues in a timely fashion.

Stakeholder Management

• In collaboration with the VP of Model Risk Management, interfaces with key stakeholders throughout the validation process to discuss the justification and reasoning behind validation and review findings.

• In collaboration with VP, Model Risk Management, determine whether the response and remediation plan received from model owners and users in response to a finding adequately addresses the findings. Follow up with model owners to ensure findings are remediated in a timely manner.

AI and Risk Management Framework

• Execute robust model risk management framework in line with industry best practices and expectations. Assist VP-MRM is executing AI and Machine Learning risk management framework

• Develop AI engineering solutions for MRM and bias detection and mitigation technique.

Others

• Provide hands-on technical support and practice guidance on all model risk-related activities to junior MRM team members.

• Assist in special ad-hoc projects.

Requirements:

Ph.D. in Applied Economics, Statistics, Mathematics, or a related field of study plus 3 years of experience as a Risk Management Officer or a related occupation.

Compensation

The estimated salary range for this role is $102,523-$107,500, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

About Us

Wintrust provides community and commercial banking, specialty finance and wealth management services, delivering the sophisticated solutions of a large bank through a relationship-focused approach built from our community banking roots.

Wintrust may collect personal information from you in connection with the application process. Wintrust complies with the California Consumer Privacy Act of 2018, and its policy may be found here

#J-18808-Ljbffr

Income Tax Senior Manager, State and Local Tax

Join to apply for the Income Tax Senior Manager, State and Local Tax role at BDO USA

Income Tax Senior Manager, State and Local Tax

18 hours ago Be among the first 25 applicants

Join to apply for the Income Tax Senior Manager, State and Local Tax role at BDO USA

Get AI-powered advice on this job and more exclusive features.

JOB DESCRIPTION
A STS Tax Experienced Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.

Job Summary
JOB DESCRIPTION
A STS Tax Experienced Manager, State and Local Taxation is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the STS SALT Senior Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients.
Job Duties

• Research
• Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
• Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
• Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel
• Tax Compliance
• Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues
• Composes responses to notices from state taxing authorities
• Provides assistance with exam support
• Tax Consulting
• Drafts tax memorandums, tax opinions and other documentation on various tax issues
• Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
• Determines tax planning process
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
• Assists in the development of consultative selling strategies
• Manages the expectations of assigned clients
• Tax Controversy
• Represents clients before any tax authority on contested issues
• Tax Related Software
• Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
• Tax Specialization
• Provides technical client service to multi-state companies with state and local tax issues
• Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation
• Drafts technical memoranda regarding state and local tax issues
• Accounting for Income Taxes – SFAS109
• Prepares tax accrual workpapers
• ASC740-10
• Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties
• Strategy Development
• Reviews studies of tax implications to identify alternative courses of actions to benefits clients
• Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
• Assist with researching potential tax strategies
• Suggests marketing approaches for new client acquisition
• Other duties as required
• Supervisory Responsibilities:
• Supervises the day-to-day workload of STS SALT Managers, Senior Associates, and Associates on assigned engagements and reviews work product
• Ensures STS SALT Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
• Evaluates the performance of STS SALT Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns
• Acts as Career Advisor to STS SALT Managers, Senior Associates, and Associates, as appropriate
• Other duties as required
  

Education
Qualifications, Knowledge, Skills and Abilities:

• Bachelors degree in Accounting or other relevant field required
• Masters degree in Accounting/Taxation or J.D. preferred
  
  

Experience

• Eight + years of prior experience in state and local/multistate experience required
• Prior experience supervising tax professionals on a project or engagement basis required
• Prior experience preparing and/or reviewing tax provisions preferred
• Prior experience with corporate taxation, consolidations and partnerships preferred
  
  

License/Certifications

• CPA certification or other relevant certification preferred
  
  

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
• Exposure to and familiarity with standard tax applications and research tools preferred
  
  

Language

• N/A
  
  

Other Knowledge, Skills & Abilities

• Excellent oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective managing a team of tax professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
• Advanced knowledge of sources of relevant information utilized in tax filings
• Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
  
  

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
  
  

Equal Opportunity Employer, including disability/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

Referrals increase your chances of interviewing at BDO USA by 2x

Sign in to set job alerts for “State And Local Tax Manager” roles.

Grand Rapids, MI $120,000.00-$160,000.00 1 week ago

Grand Rapids, MI $120,000.00-$150,000.00 1 week ago

Grand Rapids, MI $9,916.67-$11,666.67 2 weeks ago

Grand Rapids, MI $78,000.00-$97,000.00 3 hours ago

Grand Rapids, MI $94,957.00-$121,184.00 5 days ago

Grand Rapids, MI $7,500.00-$12,083.34 2 weeks ago

Tax Manager (Individual, Trust, Estate, and Gift Specialty)

Grand Rapids, MI $7,500.00-$12,500.00 2 weeks ago

Grand Rapids, MI $104,100.00-$190,700.00 1 day ago

Grand Rapids, MI $120,000.00-$160,000.00 2 weeks ago

Tax Senior Manager - Strategic Partnership Solutions

Grand Rapids, MI $152,530.00-$347,230.00 2 weeks ago

Grand Rapids, MI $7,500.00-$12,083.34 2 weeks ago

Corporate Tax Senior Manager, Asset Management (Structured as Corporation) - Remote Option

Tax Manager, Asset Management (Remote Option)

Grand Rapids, MI $100,000.00-$120,000.00 1 day ago

Tax Manager - Financial Services - Global Compliance and Reporting - Real estate

Grand Rapids, MI $90,000.00-$120,000.00 4 days ago

Tax Services Manager - FSO - State & Local Tax, EDGE

Grand Rapids, MI $103,600.00-$189,700.00 1 week ago

Delivery Tax Manager- Global Employer Services

Grand Rapids, MI $98,350.00-$223,990.00 2 weeks ago

Grand Rapids, MI $95,000.00-$140,000.00 4 days ago

Grand Rapids, MI $100,000.00-$150,000.00 2 weeks ago

Grand Rapids, MI $100,000.00-$150,000.00 2 days ago

Tax Manager, State & Local Income Tax - (Remote Option)

Grand Rapids, MI $130,000.00-$195,000.00 2 weeks ago

Grand Rapids, MI $70,000.00-$90,000.00 4 days ago

Tax Senior - Sustainability - Renewable Energy

Grand Rapids, MI $66,570.00-$151,580.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

PeopleSoft Analyst - W18049 9.0 Madison, WI

Join to apply for the PeopleSoft Analyst - W18049 9.0 Madison, WI role at CapB InfoteK

PeopleSoft Analyst - W18049 9.0 Madison, WI

1 month ago Be among the first 25 applicants

Join to apply for the PeopleSoft Analyst - W18049 9.0 Madison, WI role at CapB InfoteK

PeopleSoft – A minimum 5 years of experience successfully implementing the PeopleSoft Inventory module – to include Cost Management, Item Creation/control, Catalog creation/control, and upstream/downstream impacts on other procurement or financial systems such as eProcurement, Purchasing, General Ledger and Commitment. Extensive experience working with PeopleSoft Financials and Supply Chain Management (FSCM) 9.2 and People Tools 8.58. Experience in System Development Life Cycle (SDLC) for multiple PeopleSoft Financial/Supply Chain implementations along with Procurement life cycle. Experience and strong functional knowledge in support and implementation of Procurement (Req, PO & P-Card), Inventory. Reports to a supervisor or manager.
Looking For a Candidate With

• A minimum 5 years of experience successfully implementing the PeopleSoft Inventory module – to include Cost Management, Item Creation/control, Catalog creation/control, and upstream/downstream impacts on other procurement or financial systems such as eProcurement, Purchasing, General Ledger and Commitment Control.
• Extensive experience working with PeopleSoft Financials and Supply Chain Management (FSCM) 9.2 and PeopleTools 8.58.
• Strong skills with SQL Developer and Query Manager.
• Experience in System Development Life Cycle (SDLC) for multiple PeopleSoft Financial/Supply Chain implementations along with Procurement life cycle.
• A demonstrated ability to lead all aspects of an Inventory module implementation.
  

Including
Proficiency in functional design best practices.
Ability to provide clear and thorough direction to others.
Knowledge of the activities, tasks, practices, and deliverables for assessing and documenting business opportunities; ability to assess the benefits, risks, and success factors of potential applications.
Knowledge of methods and techniques to gather, analyze and record required business functionality and non-functionality requirements; ability to analyze these requirements to ensure the success of a system or software development project.
Knowledge of the activities, tasks, deliverables, and techniques for documenting current business processes; ability to identify problems, opportunities, and processes to successfully realize improvement.
Knowledge of the technical language and writing approach, and the ability to write paper-based and on-line technical reference documentation (guidelines, standards, procedures, processes, applications, etc
Knowledge of the activities, tasks, and deliverables to conduct and validate system integration testing, user acceptance testing, and end-user training specific to the Inventory module.
Knowledge of and ability to manage work activities, processes and progress within a system to improve organizational efficiency and effectiveness.

• Good To have: Looking for a candidate:
• Able to prepare and deliver informative and well-organized presentations.
• Able to provide project status reviews to stakeholders, process owners, and customers.
• With seven (7) years of progressively responsible and directly related work experience.
  

Must Have
Excellent oral and written communication skills. Speaks clearly and persuasively in positive or negative situations; responds well to questions; demonstrates group presentation skills; participates in meetings; writes clearly and informatively; varies writing styles to meet needs; presents numerical data effectively.
Information Technology-Applications
Configure PeopleSoft Catalog Management to incorporate best practices and business needs, including workflow and user profile development.
Configure PeopleSoft eProcurement to incorporate best practices and business needs, including workflow and user profile development.
Configure PeopleSoft Purchasing to incorporate best practices and business needs, including workflow and user profile development.
Configure PeopleSoft Supply Chain Management to incorporate best practices and business needs, including workflow and user profile development.
PeopleSoft
Expertise in PeopleSoft Financials AP/PO.
Expertise in PeopleSoft Financials GL.
Extensive knowledge and experience implementing PeopleSoft Workflow in Asset Management or other relevant PeopleSoft Financials module.
PeopleSoft Inventory
Experience in Implementing PeopleSoft Inventory
Years of Experience in PeopleSoft Inventory, Procure to Pay (PTP), Cost Accounting, ePro & Purchasing
Experience with PeopleSoft Fluid UI
Experience with PeopleSoft 9.2
SQL/Query Creation.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

Referrals increase your chances of interviewing at CapB InfoteK by 2x

Get notified about new Peoplesoft Analyst jobs in Madison, WI .

Advanced Peoplesoft Developer/Financial and Supply Chain Management Section Lead

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Join to apply for the Policy Analyst, Electrification role at Energy Innovation Policy and Technology LLC

Continue with Google Continue with Google

Join to apply for the Policy Analyst, Electrification role at Energy Innovation Policy and Technology LLC

POSITION SUMMARY

POSITION SUMMARY
Energy Innovation is seeking a Policy Analyst to support the Electrification team. The Policy Analyst will conduct research into the technologies and policies that enable the electrification of buildings, transportation, and industry (both in the U.S. and globally). They will conduct data analysis, develop recommendations, and communicate research findings through written reports, visualizations, and presentations to policymakers and non-technical audiences. Candidates should have a strong technical background and quantitative skills, excellent writing and communication skills, some experience working on climate and energy policy, and, ideally, understand electric and gas utility regulation.
OUR COMMITMENT
Energy Innovation is committed to diversity, equity, & inclusion and to a transparent recruitment process that fosters belonging. Our goal is to hire and advance people regardless of race, gender, ability, sexual orientation, age, citizenship status, military service, medical condition, and any other protected characteristic under local, state, or federal law. We encourage people from all backgrounds to apply.
We are committed to an accessible application process and employee experience. If you need a reasonable accommodation during the application or interview process, please email
KEY RESPONSIBILITIES
Research and Analysis

• Research policies and technologies that can support the electrification of buildings, transportation, and industrial sectors, as well as the deployment of a clean electricity grid capable of supporting more electric loads
• Support internal and external efforts to inform electrification policy scenarios and related emissions mitigation pathways
• Maintain thorough documentation of analysis methods and results using established best practices
• Identify and work with publicly available databases and research reports containing relevant economic, energy, and environmental data to inform policy insights and research
• Develop and customize policy recommendations to different geographies reflecting local conditions, government structure, and preexisting policies
• Support the Senior Electrification Director and the Research Team in the development and implementation of strategic goals and activities.
  

Communication

• Synthesize research findings succinctly, clearly, and in a compelling manner that informs decision-making
• Communicate and present findings in the form of presentations, reports, memos, blogs, research papers, articles, etc. to internal teams and incorporate feedback
• Develop and deliver presentations to public audiences
• Create and incorporate data graphics into written material
• Respond to media inquiries and participate in media opportunities (i.e., interviews, podcasts, TV, radio, writing bylines or blogs, and social media)
  

EXPERIENCE & SKILLS

• This role requires at least 3-4+ years of experience in energy and climate policy analysis, including an understanding of technical research and experience interpreting legislation and/or regulations
• Understanding of the fundamentals of scientific and technical subject matter relating to environmental systems, climate change, energy technologies, and policy design
• Demonstrated excellence in writing about complex technical subjects for a non-technical audience
• Experience and demonstrated proficiency using Microsoft Excel (data sets, data analysis)
• Knowledge of U.S. or international politics related to climate
• Effective and flexible interpersonal, verbal, and written communications skills for technical and policy audiences
• Deep interest, passion, and commitment to reducing climate change
• Ability to prioritize and be flexible in a fast-paced, constantly evolving, and collaborative environment
• Willingness to travel
• Self-motivated and entrepreneurial, but able to work well on a team
• Demonstrated ability to prioritize and be flexible in a fast-paced, constantly evolving and collaborative environment
  

Preferred Experience

• Familiarity with or experience doing economic analysis on the impact of policy or technologies on the energy system or consumers
• Familiarity with energy systems or policy models, such as the Energy Policy Simulator (EPS) and others
• Experience in the electrification of buildings, transportation, or industry
• Experience with power sector policies and regulations, and their interplay with electrification
• Experience working with utility regulators and familiarity with utility regulation
• Experience working with US or international policies related to climate
• Experience with media, including print, radio, and podcasts
  

SALARY
We providea salarycommensuratewith qualifications and experience. The targetnationalsalary range is$80,000 - $90,000 with adjustments made for people in higher-expense markets,i.e.the San Francisco Bay Area and Washington D.C.Currently, all staff local totheSan Franciscoand DCofficesgo into the office one to three days a week.Equity is incredibly important to the organization, and a pay audit for equity is completed annually.
BENEFITS
Energy Innovation provides a comprehensive benefits package. The benefits include:

• Up to 100% of premium paid for medical, dental, and vision
• Short term and long term disability insurance
• Company sponsored life insurance and voluntary life
• Carrot fertility and family planning benefits
• Student loan repayment assistance
• 401k retirement plan with a company match contribution
• Annual professional development budget
• Internet, cell phone, and health & wellness reimbursement
• 14 paid holidays and four weeks of paid time off (PTO)
• Paid parental leave, jury duty, and bereavement
• Public transportation benefit options for office staff
• Regular staff lunches and team building activities
• SF and DC office stocked with healthy snacks and beverages
• An innovative, collaborative, welcoming work culture
  

ABOUT US
Climate change is governed by physical facts—about carbon sources, accumulation, impacts, and timing. It’s also caused by economic and political systems that have led to a fossil fuel dependent energy system. These facts must inform strategy: they show that avoiding dangerous climate change is only possible through strong policy to cut carbon, promptly, in the biggest countries.
To address these issues, Energy Innovation: Policy and Technology LLC (Energy Innovation) was established in 2012 as a clean energy and environmental policy firm to provide timely research and analysis on low-carbon energy policy options to policy makers, thought leaders, and members of the media. The Energy Innovation team has expertise in clean energy, industry, transportation, buildings, technological innovation, and energy policy design. In addition to conducting policy research, Energy Innovation also works with clients to inform philanthropic investments into technology and advocacy that help reduce greenhouse gas emissions.
BENEFITS
Energy Innovation provides a comprehensive benefits package. The benefits include:

• Up to 100% of premium paid for medical, dental, and vision
• Short term and long term disability insurance
• Company sponsored life insurance and voluntary life
• Carrot fertility and family planning benefits
• Student loan repayment assistance
• 401k retirement plan with a company match contribution
• Annual professional development budget
• Internet, cell phone, and health & wellness reimbursement
• 14 paid holidays and four weeks of paid time off (PTO)
• Paid parental leave, jury duty, and bereavement
• Public transportation benefit options for office staff
• Regular staff lunches and team building activities
• SF and DC office stocked with healthy snacks and beverages
• An innovative, collaborative, welcoming work culture
  

ABOUT US
Climate change is governed by physical facts—about carbon sources, accumulation, impacts, and timing. It’s also caused by economic and political systems that have led to a fossil fuel dependent energy system. These facts must inform strategy: they show that avoiding dangerous climate change is only possible through strong policy to cut carbon, promptly, in the biggest countries.
To address these issues, Energy Innovation was established in 2012 as a clean energy and environmental policy firm to provide timely research and analysis on low-carbon energy policy options to policy makers, thought leaders, and members of the media. The Energy Innovation team has expertise in clean energy, industry, transportation, buildings, technological innovation, and energy policy design. In addition to conducting policy research, Energy Innovation also works with clients to inform philanthropic investments into technology and advocacy that help reduce greenhouse gas emissions.
Energy Innovation supports a hybrid work environment and requires all employees to come together in person two to three times per year.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Energy Innovation Policy and Technology LLC by 2x

Sign in to set job alerts for “Policy Analyst” roles.

Continue with Google Continue with Google

Continue with Google Continue with Google

Washington, DC $70,000 - $83,371 1 month ago

Washington, DC $175,000 - $221,000 3 days ago

KAP - Criminal Justice & Drug Policy Analyst - Reason Foundation

Policy Analyst (Fiscal, Tax, Special Sits) | Washington Analysis

Technical Advisor/Senior Technical Advisor - Health Policy & Strategy

District of Columbia, United States 4 hours ago

KAP - Transportation Policy Analyst - Reason Foundation

KAP - Budget and Entitlement Reform Policy Analyst - Independent Women’s Forum

Volunteer: Policy Researcher (volunteer/remote)

Woodbridge, VA
$84,000.00
-
$95,000.00
3 hours ago

Herndon, VA
$93,136.00
-
$115,235.00
1 week ago

KAP - Privatization and Government Finance Policy Analyst - Reason Foundation

Senior Public Health Research Analyst, Systematic Lit Reviews/PM (Remote US)

Bethesda, MD $62,000 - $141,000 1 week ago

Senior Security Research Analyst - Internal Data

Washington, DC $74,000 - $80,000 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Join to apply for the Manager, Tax role at Forvis Mazars US

5 days ago Be among the first 25 applicants

Join to apply for the Manager, Tax role at Forvis Mazars US

Description & Requirements
We're Growing!
This role will be located in Minneapolis, MN. Successful candidates will be expected to work in a hybrid setting once our physical office is established.
As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries.
You have an eye toward the future. You value community, team building, and being heard. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!
How You Will Contribute

• Providing tax compliance and tax advisory services to individuals, partnerships, S corporations, and corporations in a variety of industries
  
• Helping with developing, building, and managing client relationships
  
• Assisting with managing, developing, and coaching professional tax staff
  
• Reviewing returns prepared by tax associates and seniors
  
• Effectively delegating responsibilities to others, monitoring efforts of engagement teams
  
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
  
• Successfully researching complex tax issues, applying findings to projects, and communicating those findings in writing
  
  

We Are Looking For People With Forward Vision And

• Experience managing multiple complex client engagements
  
• A strong sense of ownership for delivering ultra-responsive client service
  
• Excellent supervisory, team-building, and time management skills
  
  

Minimum Qualifications

• 5 years or more of related experience in public accounting or corporate tax department
  
• Bachelor's or graduate degree in accounting, finance, or a related field
  
• CPA license
  
  

Preferred Qualifications

• Master's degree in Taxation or Law degree
  
• Partnership tax experience

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Professional Services

Referrals increase your chances of interviewing at Forvis Mazars US by 2x

Get notified about new Tax Manager jobs in Minneapolis, MN .

Minneapolis, MN $75,000.00-$80,000.00 1 week ago

Minneapolis, MN $99,000.00-$266,000.00 1 week ago

Manager, Accounting & Finance (Grants) )

Fully Remote Tax Manager up to $190k base

Minneapolis, MN $130,000.00-$190,000.00 6 days ago

Fully Remote Tax Manager up to $190k base

Lake Elmo, MN $130,000.00-$190,000.00 6 days ago

Minneapolis, MN $120,000.00-$150,000.00 2 weeks ago

Senior Counsel, Tax & Mergers and Acquisitions Lead

Minneapolis, MN $126,700.00-$190,100.00 4 days ago

Minneapolis, MN $120,000.00-$150,000.00 3 days ago

Minneapolis–Saint Paul, WI $120,000.00-$150,000.00 1 week ago

St Paul, MN $115,000.00-$160,000.00 2 days ago

Greater Minneapolis-St. Paul Area 7 hours ago

Greater Minneapolis-St. Paul Area $130,000.00-$145,000.00 5 days ago

Greater Minneapolis-St. Paul Area $100,000.00-$120,000.00 3 days ago

Hudson, WI $100,000.00-$140,000.00 3 weeks ago

Minneapolis, MN $125,000.00-$150,000.00 7 hours ago

Edina, MN $70,000.00-$85,000.00 3 days ago

Eagan, MN $140,000.00-$160,000.00 5 days ago

St Paul, MN $90,000.00-$115,000.00 5 months ago

Minneapolis–Saint Paul, WI $110,000.00-$160,000.00 2 days ago

St Paul, MN $85,000.00-$115,000.00 5 months ago

St Paul, MN $80,000.00-$95,000.00 5 months ago

Senior Manager/Director, Tax - High Net Worth

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

20 hours ago Be among the first 25 applicants

N4 Solutions is looking for you! Come join our team and be a part of our mission! Our mission is to evaluate, collaborate, and innovate with customers and partners to create business, scientific, and technology solutions that overcome complex challenges while motivating a highly competent workforce to deliver on the promise of excellence! N4 Solutions’ greatest assets are our employees! Join our dynamic team and be a part of the solution!
N4 Solutions, LLC is seeking a part-time Program Analyst to manage the overall administrative functions of the National Institute of General Medicine Sciences (NIGMS) Postdoctoral Research Associate (PRAT) Fellowship program. This position is contingent upon passing a government suitability test.
Roles & Responsibilities

• Provide technical knowledge and support developing and evaluating the fellowship program establishing processes and procedures and maintaining files
• Evaluate, develop, and implement the fellowship program, including the maintenance of files and documents; assess process and procedures and recommend improvements where needed
• Conducts meetings and trains staff on various aspects of the fellowship program
• Work with staff on planning, organizing and executing meetings, conferences, and teleconferences
• Assist with facilitating, coordinating, attending regularly occurring training events
• Organize and support all fellowship program meetings, faculty meetings related to the Fellowship and Scholars programs
• Process student services requests for university course work, related teaching and curricular expenses, and program related travel
• Serve as liaison between administrative staff to ensure OE awareness of fellow hires and departures
• Evaluate the effectiveness of the program to ensure it is meeting the organization’s overall objectives
• Promotes the fellowship program to educational institutions, universities, and candidates
• Produces various detailed reports for use by upper management
  

Minimum Qualifications

• Bachelor’s degree in business management and administration or related degree
• Experience with MS Office
• Effective communication skills, both written and verbal
• U.S. Citizenship
  

The N4 Solutions Equal Employment Opportunity (EEO) Policy is to provide a fair and equal employment opportunity for all employees and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. N4 Solutions hires and promotes individuals solely on the basis of their qualifications and achievements for the job to be filled.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Part-time

Job function

• Job function

  Business Development and Sales

• Industries

  Business Consulting and Services

Referrals increase your chances of interviewing at N4 Solutions by 2x

Get notified about new Program Analyst jobs in Bethesda, MD .

Washington, DC $110,000.00-$140,000.00 1 week ago

Acquisition Management Support -Program analyst

Arlington, VA $101,401.00-$156,755.00 1 day ago

Program Analyst - Foreign Military Sales

Washington DC-Baltimore Area $110,000.00-$115,000.00 1 week ago

Acquisition Management Support -Program analyst II

Business Analyst / Documentation Specialist

Rockville, MD $102,890.67-$139,637.34 1 month ago

Reston, VA $98,124.00-$166, hours ago

Maryland City, MD $52,500.00-$52,500.00 2 months ago

Washington, DC $73,000.00-$85,000.00 3 hours ago

Management and Program Analyst (Manpower).

Program Analyst, Health Operations Unit (O-5 Billet) Non-Supervisory

Tysons Corner, VA $102,890.67-$139,637.34 1 month ago

Senior Program Analyst - Foreign Military Sales

Chantilly, VA $102,890.67-$139,637.34 1 month ago

Arlington, VA $102,890.67-$139,637.34 1 month ago

Washington, DC $102,890.67-$139,637.34 1 month ago

McLean, VA $75,000.00-$140,000.00 3 hours ago

Washington, DC $64,800.00-$89, hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

2 days ago Be among the first 25 applicants

Alpha Hire is proud to partner with one of the fastest-growing commercial and industrial HVAC & mechanical contracting/service providers in the U.S., with revenues exceeding $30M and a strong trajectory toward surpassing $100M in the next two years. The client delivers high-quality, complex HVAC, mechanical, and plumbing solutions across a wide variety of industries and currently operates in five states.
As they continue to expand, they are seeking a Financial Controller to serve as the first corporate-level finance hire and lead financial integration, consolidation, and reporting for a rapidly growing platform.
Key Responsibilities:
Financial Leadership & Reporting

• Prepare consolidated financial statements for multiple entities on a monthly, quarterly, and annual basis in accordance with GAAP
• Lead financial analysis, including variance, trend, and cost analysis, to support data-driven decision-making
• Manage weekly KPI reporting and distribute insights to operational leaders and executive stakeholders
• M&A & Financial Integration
• Lead post-acquisition financial integrations, including ERP migrations and accounting consolidations
• Support M&A processes including due diligence, working capital analysis, asset valuation, tax exposure, and opening day balance sheet prep
• Budgeting, Forecasting & Cash Management
• Drive budgeting and forecasting processes, delivering detailed variance reports
• Oversee cash flow management to ensure liquidity and future planning
  

Compliance & Audit

• Serve as the primary contact for external auditors; manage audit preparation and timely issue resolution
• Ensure full compliance with tax, legal, and financial reporting regulations
  

ERP & Process Optimization

• Manage ERP system functionality for accurate reporting, invoicing, and audits
• Lead financial process improvement efforts to streamline operations and enhance reporting accuracy
  

Cost & Payroll Management

• Identify cost-saving opportunities and present actionable recommendations
• Oversee payroll operations, ensuring timely and accurate execution
  

Team Oversight

• Collaborate with bookkeepers and finance staff across regional entities to standardize accounting processes
• Provide training and leadership to ensure consistent financial practices across all units
  

Lender & Stakeholder Relations

• Manage communications with financial institutions and ensure compliance with reporting requirements and loan covenants
  

Qualifications

• CPA designation preferred
• Minimum 5+ years of hands-on financial leadership experience
• Proven success in M&A environments and integrating multiple entities
• Expertise in GAAP and construction/project-based accounting (including percent-of-completion)
• Strong proficiency in Microsoft Office, QuickBooks, and ERP systems (Sage preferred)
• Experience in private equity-backed or fast-growth companies is highly valued
• Strong organizational, leadership, and analytical skills
• Excellent communication and interpersonal abilities
• Entrepreneurial mindset with the ability to build and refine systems in a dynamic environment
• Willingness to travel to meet regional teams as needed
  

Compensation & Benefits

• Competitive salary and performance-based bonus opportunities, including potential equity
• Comprehensive benefits package (health, dental, retirement)
  

Reporting Structure

• This position will report directly to the client’s executive leadership team
  

Powered by JazzHR
Xyo6L2OBvp

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Internet Publishing

Referrals increase your chances of interviewing at Satori Digital by 2x

Sign in to set job alerts for “Financial Controller” roles.

Greater Boston $150,000.00-$160,000.00 2 weeks ago

Burlington, MA $170,000.00-$190,000.00 4 days ago

Boston, MA $96,000.00-$114,000.00 1 day ago

Billerica, MA $125,000.00-$140,000.00 5 days ago

Boston, MA $85,900.00-$179,500.00 4 days ago

Burlington, MA $175,000.00-$200,000.00 1 week ago

Swampscott, MA $145,000.00-$160, hours ago

Reading, MA $140,000.00-$180,000.00 3 weeks ago

Lexington, MA $130,000.00-$160,000.00 5 hours ago

Boston, MA $125,000.00-$150,000.00 2 weeks ago

Boston, MA $135,000.00-$165, hours ago

Burlington, MA $130,000.00-$150,000.00 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

ZRG has been engaged to recruit a Director of Financial Aid for The University of Montana (UM), a learning community made of outdoor enthusiasts, scientists, artists, writers, and more.

The Director of Financial Aid will report to the Executive Director of Student Financial Services and direct the aid office in the administration of institutional, state, and federal financial aid, including the general scholarship programs totaling more than $100 million per year.

After a decade of enrollment decline, UM systematically rebuilt the enrollment enterprise and is now on a solid trajectory of growth. The size of UM’s incoming class has grown 40% in the last three years, far outpacing other four-year universities. Net tuition revenue for the incoming class has grown 36%, while at the same time UM has awarded more institutional aid to more students. The multi-year growth in incoming students and the increase in retention led to an overall enrollment growth of 3.7% in fall 2024, which is the largest single-year enrollment increase for UM in 14 years.

Fall 2024 enrollment at UM reached 10,811 students, reflecting a stable trajectory of enrollment growth. Headcount was 6,494 at the undergraduate level on the four-year campus; 2,116 at the graduate level; and 2,198 in two-year and/or partnership programs. Incoming UM students in fall 2023: more than 59% were Montana residents, 25% of undergraduate students were first-generation college students, and 21% were offered Pell grants. UM’s 2024 retention rate is 75% and 8% improvement in the last five years and the highest in UM history.

With this growth, the Director of Financial Aid and the Financial Aid team play a critical role in their enrollment and continuation of student populations.

Position Description:

• Strategically direct the Office of Financial Aid, with a key focus on enhancing enrollment and retention rates through innovative financial aid solutions and student support initiatives;
• Provide campus-wide leadership and support for financial aid programs at the University of Montana by managing a staff of approximately nine people to provide timely and accurate financial aid to students;
• Partner with peers in Student Financial Services (SFS), including leaders of systems, customer service, and student accounts functional areas, to ensure compliance, efficiency, and a student-centered approach to awarding and disbursing aid;
• Work with the Executive Director of SFS in the overall operation of Student Financial Services and enrollment, including staffing, office budgeting, and campus recruitment and retention;
• Provide the leadership to determine the cost of attendance, awarding, disbursement, reconciliation, and reporting of need-based aid from all sources; includes the institution, state, and federal agencies that deliver aid to all undergraduate, graduate, and professional students, as well as the distance education programs and the two-year technology programs;
• Serve as the functional and analytical leader in developing cost-efficient approaches for the delivery of aid to applicants in a user-friendly manner while also encouraging and stimulating the creative delivery of aid with new technology as available;
• Maintain a comprehensive knowledge of Title IV federal aid to ensure compliance with regulations and to ensure availability of aid, and see that staff are trained accordingly and adhere to policies;
• Demonstrate fiscal management and ensure a smooth process with audits, program reviews, and filing federal reports;
• Work with other campus departments and external agencies such as Vocational Rehabilitation, Veteran’s administration, academic departments, student services, ROTC, and the NCAA to enhance aid for students and maintain compliance;
• Resolve specific student, departmental, and institutional financial aid questions with evidence of leadership skills that elicit consensus and acceptance among a variety of audiences;
• Collaborate with various campus departments to provide statistics and other reporting information for institutional, state, and federal needs;
• Demonstrate evidence of strong interpersonal, oral, and written communication skills and be the spokesperson for financial aid presentations within the campus, region, and State of Montana;
• Establish a visible leadership role within the campus community, including strategic planning, enrollment management, including retention, and other responsibilities as needed;
• Represent the best interests of students in defining policy with leaders in national associations and the US government.

Minimum Requirements:

• Master's degree from an accredited institution of higher education in a degree relevant to the administration of financial aid or an equivalent combination of experience and bachelor's degree may be considered;
• Five years of progressive responsibility in administering financial aid programs in a complex environment;
• Demonstrated experiences with the professional duties described in this announcement;
• Commitment to meeting UM’s mission of inclusive prosperity for all;
• Experience with the Banner Financial Aid System and Technolutions Slate CRM.

The University of Montana (UM) is a public research university located in Missoula, Montana, in the United States. As the flagship institution of the Montana University System, UM serves as a hub for academic excellence and innovation, offering a range of undergraduate and graduate programs across various disciplines.

The university provides instruction through the College of Arts and Sciences, College of Technology, Davidson Honors College, Graduate School, School of Business Administration, School of Education, School of Fine Arts, School of Forestry, School of Journalism, School of Law, and the School of Pharmacy and Allied Health Sciences.

UM’s 13:1 student-to-faculty ratio ensures students can build meaningful, authentic relationships with professors, including valuable mentoring opportunities.

How to Apply:

To ensure full consideration, inquiries, nominations and all applications (PDF files preferred) should be submitted, in confidence, to:
ZRG Partners

#J-18808-Ljbffr

Discord is used by over 200 million people every month for many different reasons, but there’s one thing that nearly everyone does on our platform: play video games. Over 90% of our users play games, spending a combined 1.5 billion hours playing thousands of unique titles on Discord each month. Discord plays a uniquely important role in the future of gaming. We are focused on making it easier and more fun for people to talk and hang out before, during, and after playing games.

The Senior Revenue Accountant will take on the month-end revenue close process and prepare workpapers to ensure revenue numbers are in accordance with U.S GAAP each period. You will assist in SOX compliance and ensure controls are being effectively performed and documented. You will work with the team to identify inefficiencies and work cross-functionally with our business partners to streamline the revenue reporting process. As the company grows, you will have the opportunity to help develop our accounting policies, in accordance with U.S GAAP, for new revenue streams. This hire will report to the Senior Manager of Revenue Accounting.

We are seeking candidates located in the San Francisco Bay Area.

What you'll be doing

Prepare month-end/quarter-end close workpapers

Own month-end/quarter-end flux analyses and reporting for portions of the income statement and balance sheet

Develop relationships with the revenue infrastructure team and other internal business partners to determine accounting requirements for new platform and revenue related projects

Assist in managing external audit, including preparation and ongoing support

Identify gaps and drive process improvements to continuously streamline and automate the accounting close process

Own documentation and implementation of revenue accounting processes and internal controls

Assist in SOX compliance for revenue accounting

Support special, ad-hoc projects in Accounting/Finance as requested

What you should have

BS/BA in Accounting/Finance, CPA license preferred

4+ years in Accounting, including public accounting experience

Experience with ASC 606 guidance under a SaaS revenue model

Strong organizational, verbal, analytical, and written communication skills

Strong accounting research and problem-solving skills

Highly detail-oriented and able to multitask—must be able to pivot quickly and thrive in a fast-paced environment.

Strong quantitative and qualitative analytical skills – must have significant experience in Microsoft and Google applications

Able to operate independently and as part of a larger functional team

Bonus Points

Experience with Oracle

Experience with Looker

Experience with Alteryx

Experience with large data sets

Experience with some SQL

The US base salary range for this full-time position is $124,000 to $139,000 + equity + benefits. Our salary ranges are determined by role and level. Within the range, individual pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include equity, or benefits.

Why Discord?

Discord plays a uniquely important role in the future of gaming. We're a multiplatform, multigenerational and multiplayer platform that helps people deepen their friendships around games and shared interests. We believe games give us a way to have fun with our favorite people, whether listening to music together or grinding in competitive matches for diamond rank. Join us in our mission! Your future is just a click away!

Please see our Applicant and Candidate Privacy Policy for details regarding Discord’s collection and usage of personal information relating to the application and recruitment process by clicking HERE.

#J-18808-Ljbffr

Provides assistance in the design, build, validation, maintenance and support of scheduling templates for all outpatient departments. The role of the scheduling analyst is to recognize and support the templates and fundamentally understand the impact on appointment availability, provider productivity, and clinic workflow. Responsible for responding to ITSM ticket submissions in a timely manner and fully researching the request to ensure that it adheres to capacity management guidelines. Provides oversight of the electronic scheduling system including new system design and maintenance of supporting data and profiles. Provides expert technical support and education to internal and external customers. Collaborates with departmental staff to provide scheduling structure that meets the needs of the client and maximizes productivity. Designs and conducts operational studies, statistical analysis and evaluative techniques leading to improved efficiency and effectiveness of processes and systems. Performs special projects using ad hoc reporting to extract information. Provides feedback to organizational stakeholders on findings and recommends changes to management and departments for continuous improvement initiatives. Serves as a liaison for internal and external customers for product development, evaluates projects and assists in the development process to meet project needs.

• Masters advanced template functions and serves as subject matter expert on template build
• Understands appointment slot designations and visit types to meet business/clinical needs
• Designs and conducts operational studies/reports that support assigned area
• Serves as liaison with internal and external customers
• Performs area-specific support activities
• Coordinates schedule/template build with clinic leadership
• Performs in depth analysis of custom reports and makes recommendations to scheduling templates to optimize patient access and increase operational efficiency
• Input schedule/template build using the Cadence platform
• Reviews ITSM tickets and prioritizes requests based on urgency, coordinates work assignments with team members
• Notifies leadership when requested changes do not follow expected template build guidelines
• Work collaboratively with team members
• Participate in meetings
• In addition to the above job responsibilities, other duties may be assigned.

Position Compensation Range: $20.28 - $31.43 Hourly

MINIMUM REQUIREMENTS
Education: High school Graduate or Equivalent Required.
Experience: 3 years relevant experience
Licensure: None.
PHYSICAL DEMANDS
This is primarily a sedentary job involving extensive use of desktop computers. The job does occasionally require traveling some distance to attend meetings, and programs.

The University of Virginia is an equal opportunity employer. All interested persons are encouraged to apply, including veterans and individuals with disabilities. Click here to read more about UVA's commitment to non-discrimination and equal opportunity employment.

#J-18808-Ljbffr

Job Location : 1474 GATES AVENUE - BROOKLYN, NY

Position Type : Full Time

Salary Range : $80,000.00 - $80,000.00 Salary/year

Travel Percentage : None

Job Shift : Day Shift

Job Category : Nonprofit - Social Services

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

The Financial Manager will provide direction and leadership to the day-to-day business functions of the RiseBoro Education division. They will serve as the liaison to RiseBoro’s Administrative Departments including, but not limited to, Finance & Accounting, Accounts Payable, Receivables, Human Resources, Payroll, Risk Management & IT. In addition, the Financial Manager will track the financial performance of all government-funded contracts and fundraising activities. Specific duties and responsibilities include:

Operational:

• Work with Program Directors to secure appropriate backup source documentation to substantiate invoices and claims
• Provide direct support and supervision to any Education staff person assigned with recruitment and/or hiring responsibilities
• Other duties as needed

Accounting, Finance & Payroll:

• Design effective budget models for the Education division
• Work with the Director of Operations to prepare budgets/budget modifications for all grants, non-funded programs, and division operating activities
• Maintain copies of all grant information including but not limited to budgets and work scope for auditing purposes
• Analyze financial information to ensure all operations are within budget by performing monthly budget-to-actual variance analysis i.e., revenues, expenditures, and cash management
• Report variances between actual and budgeted financial results at the end of each reporting period to the finance department and review with program directors; review general ledgers for all contracts monthly to ensure accuracy
• Assist in the preparation of annual budgets to present to the Finance department and senior managers
• Perform ongoing forecasting to ensure grants are maximized
• Review budgets to ensure compliance with contractual and legal regulations
• Coordinate requests to funders for approval to purchase equipment and one-time costs as applicable
• Request property codes/cost centers for new grants & contracts and at the start of each new fiscal year
• Approve & track requests on all purchases
• Coordinate requests to update the accounting database with new vendors
• Ensure invoices are sent on time to the Accounts Payable department
• Assist with communication to vendors regarding payments and/or concerns on accounts
• Review vouchers sent to funding agencies to ensure accuracy
• Identify ledger inaccuracies and prepare journals to effect change
• Review timecards to ensure timely approval and proper allocation before the payroll cutoff date
• Ensure payroll certification reports are reviewed on time; report discrepancies promptly to the Payroll Department, as appropriate
• Prepare journal entries for all corrections to payroll certifications and retroactive allocations
• Contribute to the increase of profits by suggesting spending improvements
• Provide training to Education Division staff on the use of Yardi systems software

Human Resources:

• Assist in the development and continuous updating of the HRIS
• Participate in career fairs
• Initiate timely submission of employee changes via Personnel Action Forms (PAFs) program needs and budgetary considerations
• Maintain necessary files for audits

COMPETENCIES

• Experience and knowledge of bookkeeping, budgeting, and financial analysis required
• Experience maintaining an HRIS preferred
• Excellent oral and written communication skills
• Excellent organizational skills and attention to detail
• Strong interpersonal skills
• Ability to manage time effectively
• Possess a positive attitude and entrepreneurial spirit
• Ability to work independently and collaboratively
• Ability to plan and manage multiple projects
• Ability to multitask, prioritize, problem-solve, and execute goals
• Proficient in Microsoft Office Suite and related web-based applications i.e. Google Docs, etc
• Ability to maintain confidentiality and use appropriate discretion
• Commitment to RiseBoro’s mission, vision, and values
• Commitment to work that supports communities that have experienced systemic oppression and bias preferred (i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.)

EDUCATION and EXPERIENCE

• Bachelor’s Degree required from an accredited college or university in business, finance, math, or another related field; or
• Associate’s degree and a minimum of five (5) years of bookkeeping experience; or
• High school diploma and a minimum of eight (8) years of bookkeeping experience
• Human Resources or non-profit work experience is a plus

EEO/Affirmative Action Policy Statement

It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.

About the company

Since 1973, RiseBoro Community Partnership has offered services designed to support every generation and meet the needs of communities. Our divisions encompass seniors, housing, education, health and empowerment.

#J-18808-Ljbffr

Join to apply for the AVP, Quantitative Strategies Group role at Cross River

Join to apply for the AVP, Quantitative Strategies Group role at Cross River

Who We Are
Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the globe. Cross River is backed by leading investors and serves the world’s most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion.

Who We Are
Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services. Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the globe. Cross River is backed by leading investors and serves the world’s most essential fintech and technology companies. Together with its partners, Cross River is reshaping global finance and financial inclusion.
We are on a mission to build the infrastructure that propels access, inclusion, and the democratization of financial services. While our company has tripled in size over the last three years, our strong sense of purpose led Cross River to be named to American Banker’s list of Best Places to Work in Fintech for the last 6 years. The reason for this success is simple – our nimble and collaborative family culture lives in every member of our growing team. Together we are at the forefront of technology and innovation, and we invite passionate, collaborative, and motivated high performers to join our expanding team.
What We're Looking For
The Quant Intelligence & Investments (QII) group at Cross River is looking for an Assistant Vice President, Quant Strategist to join its fast-growing team. The team sits within the Capital Solutions Group (CSG) and serves as a centralized function for investment intelligence & quantitative decision making across trading, structuring, and portfolio management initiatives. As a core contributor to the firm’s investment efforts, QII collaborates closely with investment professionals and key stakeholders to help manage a multi-billion dollar portfolio of consumer credit loans and asset-backed securities. The team sits at the intersection of quant tools, advanced analytics, and investment strategy, playing a critical role in driving data-driven insights and strategic initiatives across CSG.
Responsibilities:

• Work closely with investment teams to evaluate new opportunities. Build analytical tools, investment frameworks and research new methodologies necessary to systematically analyze credit investments
• Support ongoing & new investment mandates with historical analytics & performance-based insights. Deliver quantitative & model-driven evaluation of deal collateral & provide key inputs for pricing and deal economics
• Play a key role in championing and promoting quantitative investment themes by systematically introducing analytical methods, tools and techniques to add value in the investment management lifecycle
• Collaborate with other functions within the bank like Treasury, FP&A, etc. to ensure capital deployment objectives are uniformly met.
  

Qualifications:

• Master’s degree in Financial Engineering, Math, Statistics, Computer Science, or any another quantitative field
• 4+ years experience in Fixed Income markets is required. Exposure to ABS, Structured Credit and/or alternative investments is strongly preferred
• Experience in use of both Machine Learning and Quantitative Finance techniques for fixed income credit modeling and investment management
• Fluency in Excel & Programming. Hands-on experience in Python & SQL is required
• Ability to work well in a fast-paced environment. Detail-oriented, strong analytical & quantitative skills, excellent communication skills – written & verbal
  

Salary Range: $175,000.00 - $200,000.00
Cross River is an Equal Opportunity Employer. Cross River does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
By submitting your application, you give Cross River permission to email, call, or text you using the contact details provided. We will only contact you with job related information.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

Referrals increase your chances of interviewing at Cross River by 2x

Sign in to set job alerts for “Vice President Strategy” roles.

Vice President, Strategy and Business Development

New York, NY $160,000.00-$210,000.00 3 days ago

New York, NY $195,000.00-$230,000.00 1 month ago

New York, NY $140,000.00-$170,000.00 3 weeks ago

New York, NY $195,000.00-$235,000.00 2 weeks ago

New York, NY $200,000.00-$240,000.00 3 months ago

New York City Metropolitan Area $208,000.00-$260,000.00 2 weeks ago

Vice President, Corporate Strategy and Development

New York, NY $156,000.00-$246,000.00 8 hours ago

New York, NY $180,000.00-$200,000.00 3 weeks ago

New York, NY $150,000.00-$165,000.00 1 week ago

Chief Business and Strategy Officer (CBSO)

New York, NY $156,560.00-$214,200.00 5 days ago

New York, NY $75,000.00-$180,000.00 1 week ago

New York, NY $175,000.00-$199,000.00 4 days ago

New York, NY $195,000.00-$230,000.00 1 week ago

New York, NY $200,000.00-$250,000.00 5 hours ago

New York, NY $160,000.00-$220,000.00 2 weeks ago

New York, NY $184,800.00-$343,200.00 2 weeks ago

New York, NY $310,000.00-$340,000.00 1 month ago

Vice President, Direct Private Opportunities, Multi-Asset Strategies & Solutions (MASS)

New York, NY $175,000.00-$199,000.00 4 days ago

Vice President, Corporate Strategy and Development

New York, NY $156,000.00-$246,000.00 3 days ago

New York, NY $200,000.00-$220,000.00 2 weeks ago

New York, NY $127,585.00-$200,790.00 1 week ago

New York City Metropolitan Area $150,000.00-$225,000.00 1 week ago

New York, NY $130,000.00-$165,000.00 2 weeks ago

New York, NY $176,700.00-$288,765.00 1 hour ago

New York, NY $193,000.00-$350,000.00 5 days ago

Vice President – Strategic Partnerships COE – Benefits Strategy

AVP, Workplace Strategy and Facility Management

Jersey City, NJ $190,000.00-$210,000.00 3 weeks ago

New York, NY $186,000.00-$288,000.00 4 days ago

Jersey City, NJ $210,000.00-$285,000.00 1 week ago

New York, NY $285,000.00-$325,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Summary:

The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

Job Duties:

• Tax Compliance
  
  
  
  • Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
    
    
    
    • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
    
    
    • Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
    
    
  
  


• Research
  
  
  
  • Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
    
    
    
    • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
    
    
    • Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
    
    
    • Involves firm specialists, as appropriate
    
    
  
  


• ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
  
  
  
  • Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
    
    
    
    • Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them
    
    
    • Helps others to learn and apply ASC 740-10 and Firm policies, standards, and BDO TQM regarding them
    
    
    • Reviews tax provisions -applies in-depth knowledge of ASC 740-10 if applicable to practice work
    
    
    • Reviews prepared workpapers
    
    
    • Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740-10
    
    
  
  


• Tax Consulting
  
  
  
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
    
    
    
    • Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
    
    
    • Maximizes client benefits, especially by decreasing client taxes, while managing risk
    
    
    • Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate
    
    
    • Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted
    
    
    • Manages written or phone inquiries from federal and state agencies with little or no assistance
    
    
    • Provides effective assistance with protests at the appeals level
    
    
    • Implements applicable Firm strategies
    
    
    • Manages client expectations
    
    
  
  


• Tax Specialization
  
  
  
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
    
    
    
    • May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
    
    
    • May train and mentor managers/seniors/associates on specialization areas
    
    
  
  


• Strategy Development
  
  
  
  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
    
    
    
    • Researches and implements tax strategies, including experimentation with promising new strategies and ideas
    
    
    • Consistently makes suggestions as to how previous work products or approaches can be improved
    
    
    • May lead marketing campaigns, if applicable to role
    
    
    • Presents complex strategies to clients and prospective clients
    
    
  
  


• Other duties as required

Supervisory Responsibilities:

• Supervises associates and senior associates on all projects


• Reviews work prepared by associates and senior associates and provide review comments


• Trains Associates and Seniors how to use all current software tools


• Acts as a Career Advisor to associates and senior associates


• Schedules and manages workload of associates and senior associates


• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education :

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred


• Master's in Accountancy or Taxation preferred

Experience :

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required


• Industry expertise in one or more tax specialty preferred


• Prior supervisory experience required

License/Certifications:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations) required


• Possession of other professional degrees or certifications applicable to role preferred

Software :

• Proficient with the Microsoft Office Suite preferred


• Experience with tax research databases and tax compliance process software preferred

Language :

• N/A

Other Knowledge, Skills & Abilities:

• Superior verbal and written communication skills


• Ability to effectively delegate work as needed


• Strong analytical, research and critical thinking skills as well as decision-making skills


• Capacity to work well in a team environment


• Capable of developing and managing a team of tax professionals


• Ability to compose written tax advice


• Capable of effectively developing and maintaining client relationships


• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $146,000 - $200,000
Colorado Range: $135,000 - $175,000
Illinois Range: $140,000 - $190,000
Maryland Range: $152,000 - $188,000
Minnesota Range: $130,000 - $190,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $158,400 - $215,400
Washington DC Range: $156,000 - $200,000

#J-18808-Ljbffr