Remote Accounting Manager - AI Trainer ($50-$60/hour)
Data Annotation
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Bachelors level education or higher
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$50-60 hourly 8d ago
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Director of Accounting
Gamma.App
Remote job
We're building the creative layer for modern communication. Every month, over a billion people make presentations - but the tools they use to make them haven't evolved in decades. We're changing that, using AI to disrupt a massive market.
📈 Millions of people rely on Gamma to create, teach, and persuade, creating more than 1 million gammas every day.
💻 We see Gamma as the next great workplace tool, combining viral B2C love with a massive B2B opportunity. We believe AI can be a true creative partner: one that understands context, clarity, and taste.
💸 We've reached a $2.1B valuation, crossed $100M in annual recurring revenue, and have been profitable since 2023.
💙 We're an imaginative, passionate team who takes our work seriously, but not ourselves. Our culture is warm, a little quirky, and fueled by curiosity.
About the role
You'll build and lead Gamma's Accounting function as we scale from Series B into our next stage of growth. This means bringing accounting fully in-house, establishing scalable processes and controls, and preparing the company for audit. You'll own the full accounting cycle, ensure GAAP compliance, manage payroll and equity operations, and partner cross‑functionally to drive operational excellence.
This role is ideal for a detail‑oriented finance leader who thrives in dynamic environments and enjoys building from the ground up. You'll balance strategic oversight with hands‑on execution, implementing systems and automation that streamline workflows while maintaining accuracy and control. You'll also hire and mentor a small, high‑performing accounting team as we continue to scale.
Our team has a strong in‑office culture and works in person 4-5 days per week in San Francisco. We love working together to stay creative and connected, with flexibility to work from home when focus matters most.
What you'll do
Bring accounting fully in‑house from third‑party vendors, establishing scalable processes, systems, controls, and automation tools
Own monthly, quarterly, and annual close processes, building a chart of accounts and reporting structure that supports department‑level P&L visibility
Develop and maintain strong internal controls and documentation, managing external auditors and establishing GAAP policies for revenue recognition, expense classification, and capitalization
Own all aspects of SaaS revenue recognition (ASC 606) including contracts, renewals, and deferred revenue, partnering with Sales Ops, Legal, and FP&A
Oversee payroll operations and ensure compliance with federal, state, and international labor and tax regulations across all operating geographies
Manage stock‑based compensation accounting and own the integrity and reconciliation of HRIS, payroll, and accounting systems
Build scalable processes for headcount planning, payroll reporting, and compensation expense forecasting in collaboration with FP&A and People teams
Build, lead, and mentor a high‑performing accounting team while managing the transition from outsourced vendors and partnering cross‑functionally with FP&A, HR, Legal, and Operations
What you'll bring
CPA required
10+ years of progressive accounting experience, including public accounting (Big 4 or national firm) and in‑house corporate experience at a high‑growth SaaS or technology company
Strong technical accounting skills, including ASC 606 (Revenue Recognition), ASC 842 (Leases), and consolidation
Experience managingaudits and implementing internal controls
Proven experience standing up an accounting function or leading through significant organizational change
Hands‑on experience overseeing payroll and stock‑based compensation accounting
Working knowledge of accounting systems (e.g., QBO, NetSuite) and integrations with billing, CRM, HR, and payroll systems
Exceptional attention to detail and ability to operate both strategically and tactically
Collaborative, low‑ego leadership style and comfort in fast‑moving, high‑growth environments
Compensation range :
Final offer amounts are determined by multiple factors, including but not limited to experience and expertise in the requirements listed above.
If you're interested in this role but you don't meet every requirement, we encourage you to apply anyway! We're always excited about meeting great people.
You get energy from small teams doing big things.
You love when design, code, and storytelling overlap.
You default to action, even when the answer isn't clear yet.
You value details, but know when to ship and move on.
You bring both the spreadsheets and the sparkle, equal parts workhorse and unicorn.
You believe AI should amplify creativity, not replace it.
You know kindness and intensity are not opposites.
You like working with people who care deeply: about their craft, their teammates, and the users on the other side of the screen.
Who we are
Gamma is full of imaginative, passionate people who take their work seriously but not themselves. The culture is warm, a little quirky, and fueled by curiosity. It's the kind of place where you'll debate a pixel on Monday, laugh over someone's keyboard setup on Tuesday, and ship something remarkable by Friday.
We care about craft, move with intention, and don't mind getting a little scrappy. It's fast, creative, and occasionally chaotic - but that's what makes it interesting.
Here's a bit about what it's like to work here, from people on the inside:
"quirky, inspiring, fun, a little wild in the best way"
"You can have an idea and just run with it."
"Everyone's talented and humble - the mix keeps you sharp."
"We ship cool stuff, learn a ton, and laugh a lot doing it."
Meet the team
We're a team of dreamers and doers building in beautiful San Francisco 🌉
We're kabbadi enthusiasts, pickleballers, dog herders, woodworkers, keyboard nerds, potters, and more - and we can't wait to meet you!
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$128k-192k yearly est. 4d ago
Seasonal Tax Manager: Banking & Capital Markets (Remote)
Ernst & Young Oman 4.7
Remote job
A global consulting firm is seeking a Seasonal Tax Manager specializing in Banking and Capital Markets. The role involves providing tax guidance and consulting, preparing tax provisions, and enhancing controls. Candidates should have a bachelor's degree, a valid CPA license, and at least 5 years of tax experience. The position supports a flexible work model, with most engagements requiring in-person collaboration 40-60% of the time. Competitive hourly compensation of $90-$120 inclusive of diverse benefits is offered.
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$90-120 hourly 3d ago
Tax Manager (Hybrid)
Together for Talent
Remote job
Job Title: Tax Manager
Salary: $150K+ Base, Incredible Benefits
Requirements: Active CPA
Our firm is where you will want to spend the rest of your career, but you probably won't ever want to retire from, because you'll be having too much fun! Top reasons to work for us include:
Substantial annual merit increases year over year
25 PTO days + 11 paid holidays
401(K) + 3% matching AND IRA + 7% matching for all employees (up to 10% annually guaranteed!)
Pre Busy Season party AND April 16th party
Catered breakfast, lunch, and dinners during busy season
No suits! Elegantly casual dress Mon-Thurs, and relaxed casual on Fridays (jeans, t-shirts, hoodies, etc.)
Niners, Giants, and Warriors days
We are a highly cohesive mid-sized firm with over 40 years of established success, offering a wide range of tax services. Our focus is on ultra high net worth individuals ($100M+).
Our team enjoys working and playing together, and we have successfully fostered an office environment over the years that truly focuses on the growth of our employees. All of our Partners have an open-door policy, and are available when you need them.
Our founding partners were brilliant minds who came from the grind of Big 4 life, and who wanted to create a culture that encourages individuals to shine without causing them to burn out.
Our office is located in Downtown, SF, in the Financial District - just a few blocks up from the Ferry Building.
Due to growth and demand, we are hiring for a Tax Manager. This role is intended to take a Partner track.
Responsibilities
Oversee the preparation and review of individual and business tax filings, ensuring accuracy, compliance, and timely submission.
Develop strategic tax planning solutions, advise clients on tax matters, and stay current with relevant laws to identify opportunities for savings.
Manage and mentor junior staff while maintaining strong communication with clients, regulatory agencies, and internal teams.
Qualifications
Bachelor's or Master's degree in Accounting or related
5 to 7+ years of professional experience
Active CPA
Ability to work independently and as part of a team
Strong communication skills
So, if you're ready to join a firm that truly cares about the good of its people, and you want to enjoy your job for the rest of your career, apply today!
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$150k yearly 2d ago
Hybrid Tax Manager for Tech Startups (CPA)
Cruitin
Remote job
A leading recruitment firm in San Francisco is looking for a Tax Manager to lead tax engagements and mentor staff while building client relationships. The ideal candidate has a Bachelor's degree in Accounting, 5+ years of experience, and is a CPA, JD, LLM, or MST holder. This hybrid position offers competitive benefits including health insurance, 401K, and merit-based advancement opportunities. You are expected to work in the office three times a week.
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$88k-129k yearly est. 2d ago
Tax Manager: Individual & Fiduciary - Lead Team (Hybrid)
The Agency Recruiting
Remote job
A reputable recruiting agency is seeking a Tax Manager in San Jose to lead the tax department focusing on compliance, planning, and quality assurance. The ideal candidate has 5-7 years of public accounting experience, a relevant degree, and CPA certification. Strong leadership skills and the ability to manage client engagements are essential. This role offers a hybrid work arrangement and salary to be discussed based on experience.
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$87k-128k yearly est. 2d ago
Hybrid Tax Manager (CPA) - Lead Engagements & Growth
Solid Rock Recruiting LLC
Remote job
A dynamic recruiting firm is looking for a Tax Manager (CPA) in Chula Vista, California. This full-time role offers a hybrid work environment, leading tax engagements while mentoring staff and building strong client relationships. The ideal candidate will hold an active CPA license and have over 4 years of public accounting experience. Competitive compensation, comprehensive benefits, and career advancement opportunities are included. If you're seeking a supportive environment to grow your career, apply today.
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$80k-114k yearly est. 3d ago
Tax Manager, Professional Services - Hybrid Role
Aprio, LLP 4.3
Remote job
A top CPA and advisory firm in San Francisco is seeking a Tax Manager to enhance their tax team. This dynamic role entails leading a team, developing tax strategies, and providing consulting on various tax issues while ensuring compliance. Ideal candidates will have significant California tax expertise and experience in federal tax consulting. Join a firm that values innovation and offers vast growth opportunities and competitive compensation.
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A leading outdoor exploration platform is seeking an Accounting Manager in San Francisco. The ideal candidate will have extensive experience in accounting management, oversee financial operations, and ensure compliance with US GAAP. Key responsibilities include managing accounts payable, leading the financial close process, and supervising the accounting team. The role offers a competitive salary ranging from $140,000 to $170,000, along with benefits that support professional growth and well-being.
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$140k-170k yearly 4d ago
Accounting Operations Manager
Outsource Consulting Services, Inc. (OCSI.Co
Remote job
OUTSOURCE Consulting Services, Inc. (OCSI.co) is a niche provider of IT, Engineering, Professional, and Administrative workforce solutions for government agencies and commercial enterprises. For over 32 years, OCSI.co has consistently delivered successful client projects by employing a solution-oriented and skilled workforce. Headquartered in Oakland, California, OCSI.co operates across multiple states including Arizona, California, Pennsylvania, South Carolina, Texas, and Tennessee. Employees benefit from a range of offerings, such as healthcare, sick leave, commuter checks, flexible spending accounts (FSA), Roth IRA and 401k. OCSI.co is committed to growth and is actively seeking talented professionals to join the team.
Role Description
This is a full-time hybrid role based in Oakland, California, with the option for partial remote work. As an Accounting Operations Manager, you will oversee business operations, multi state payroll, financial reporting, manage the preparation and review of financial statements, and ensure timely and accurate journal entries. Responsibilities also include analyzing financial data, identifying process improvements, and collaborating across departments to support the company's financial goals.
Qualifications
Proficiency in preparing and analyzing Financial Statements and managing Journal Entries
Strong expertise in Finance and Financial Reporting
Expert in overseeing multistate payrolls
Managing accounts receivables
Exceptional Analytical Skills for evaluating data and driving decision-making
Ability to work both independently and collaboratively in a hybrid work environment
Experience managing accounting operations or similar financial management roles
Bachelor's degree in Accounting, Finance, or a related field
CPA or equivalent certification is a plus
Strong knowledge of government accounting software and tools
$86k-136k yearly est. 2d ago
Remote Head of Capital Markets - Insurance Financial Strategy
Martello Re
Remote job
A leading reinsurance company is seeking a Head of Capital Markets in Charlotte, NC. This strategic leader will design and implement capital market solutions to optimize the balance sheet. Responsibilities include leading transactions, managing stakeholder relationships, and ensuring alignment with regulatory requirements. Candidates should have a strong background in capital markets, insurance finance, and excellent analytical and communication skills. This role promotes a collaborative environment and offers growth opportunities.
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$64k-107k yearly est. 19h ago
Tax Manager - Reduced Hours and Unlimited PTO ($150K)
Cybercoders 4.3
Remote job
Tired of the endless grind during busy season? Looking for a firm where you can actually have a life, grow your career, and work with people you genuinely enjoy? We're a Top 300 CPA firm serving high-net-worth individuals and small businesses in thriving industries like technology, construction, real estate, and healthcare. What makes us different? We've built our entire culture around three pillars: balance, growth, and belonging.
Unlike most firms, we spread out workloads to avoid burnout, give you the flexibility to work remotely from anywhere in the U.S. (bonus points if you're near Nashville or Clarksville), and provide a clear path to partner for those who want it.
Why You'll Love Working Here
Real work-life balance - long weekends in the off-season, no "always on" culture
4-5 weeks PTO + holidays right from the start
Career growth you can see - mentorship and a transparent path to partner
Supportive culture - from top to bottom, our team is kind, collaborative, and approachable
Full benefits - 401(k) match, medical, dental, and vision
Competitive pay + bonus potential - 130-150K + Bonus
What You'll Do
We're hiring for multiple Tax roles, including HNW-focused Senior Tax Managers and Tax Managers with specializations in:
Generalist
Real Estate
Tax Strategy
Your work will include:
Reviewing and managing tax returns, extensions, and tax planning for HNW clients
Preparing and reviewing complex projections for individual and corporate tax liability
Overseeing client deliverables and deadlines with a focus on quality and relationships
Leading tax research and communicating findings to clients and team members
Mentoring staff and being a resource on tax processes, software, and workflows
What You'll Bring
4-12+ years of relevant tax experience
Strong background in individual tax compliance and planning (CS Suite/UltraTax experience a plus)
Bonus points for gift, estate, trust, or partnership tax exposure
Curious, forward-thinking mindset with a passion for improvement
A collaborative, positive personality that makes you a great team player and mentor
The Bottom Line
At our firm, you won't just clock in and out-you'll grow, thrive, and enjoy the work you do. If you're looking for a place where culture and balance are more than just buzzwords, we'd love to talk.
Kiefer.Cundy@cybercoders.com
$66k-93k yearly est. 1d ago
SEC Financial Reporting Manager ($120,000 - $150,000 plus bonus)
Korn Ferry 4.9
Remote job
Our client is an integrated service provider and marketplace for the real estate and mortgage industries. Combining operational excellence with a suite of innovative products and technologies, this company helps solve the demands of the ever-changing market.
We are seeking a highly skilled SEC Financial Reporting Manager to lead our financial reporting function. This role is responsible for ensuring accurate, timely, and compliant financial statements and disclosures in accordance with U.S. GAAP and SEC requirements. The ideal candidate will bring strong technical accounting expertise, leadership skills, and the ability to manage complex reporting processes. This position is U.S.-based and offers flexibility with remote work options to support work-life balance.
Key Responsibilities:
Oversee preparation and review of quarterly and annual financial statements and disclosures.
Ensure compliance with U.S. GAAP, SEC regulations, and internal control requirements.
Lead technical accounting research and implementation of new standards.
Manage financial consolidation and reporting processes across multiple entities.
Coordinate with internal and external auditors during audits.
Maintain SOX compliance and strengthen internal control frameworks.
Provide financial analysis and insights to support executive decision-making.
Mentor and develop the financial reporting team.
Qualifications:
Bachelor's degree in Accounting, Master's degree or MBA preferred.
CPA required; additional certifications (CMA, CIA) a plus.
3-5 years of progressive experience in accounting or financial reporting, including SEC reporting and public accounting.
Advanced knowledge of U.S. GAAP and SEC reporting requirements.
Strong leadership, analytical, and communication skills.
Proficiency in Excel and financial reporting systems.
Preferred Attributes:
Experience with IFRS and international reporting standards.
Familiarity with SOX compliance and internal controls.
Ability to manage multiple priorities under tight deadlines.
Big 4 experience
Experience reporting for a global publicly traded company
Compensation: $120,000 - $150,000 salary plus bonus
SE: 510775260
$120k-150k yearly 1d ago
FinTech Accounting Manager - Hybrid SF
Modern Treasury Corp 4.0
Remote job
A FinTech startup in San Francisco seeks an experienced Accounting Manager to oversee daily operations, ensure accurate financial reporting, and manage a team. The ideal candidate has 5+ years in accounting, a Bachelor's degree, and CPA certification. You will drive improvements in processes and act as a liaison for financial audits, contributing to the growth of our innovative money movement solutions.
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$87k-121k yearly est. 3d ago
Tax Senior Manager - Hybrid Leadership & Growth
Colorado Railroad Museum
Remote job
A respected accounting firm is seeking a Tax Senior Manager in Tustin, CA, with responsibilities including ensuring accurate and timely tax returns, mentoring junior staff, and building client relationships. Ideal candidates will have a CPA license, 5-7 years of public accounting experience, and problem-solving skills. This role offers a hybrid work arrangement and a competitive salary range of $153,000 to $197,000, along with extensive benefits for employee well-being.
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$153k-197k yearly 2d ago
Tax Manager
Councilor, Buchanan & Mitchell, P.C 3.7
Remote job
Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm serving clients across Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking an experienced senior tax professional. The ideal candidate will have a minimum of six years of public accounting and tax experience and will work on compilation, review, and tax engagements - primarily for clients in the auto dealership industry. Remote work and flexible schedule are available. Anticipated start date for this position is early 2026.
Essential Functions
Manage tax related processes, procedures, and team
Prepare personal, corporate, estate, and trust tax returns, including more complex cases
Review and approve all returns, with the exception of those dealing with specialized issues requiring the expertise of another manager or director
Review tax accruals and associated working papers
Assume responsibility for the smooth flow of tax returns
Act as director-in-charge for a variety of clients, and act as key client for a variety of engagements
Bill and discuss fees with clients
Complete complex tax planning, including preparation of BNA projections
Analyze IRS notices and draft responses
Review IRS notice responses prepared by other tax personnel
Represent clients before the IRS
Communicate tax developments to the firm
Perform more complex tax research and review the research projects of others
Assist accounting and auditing staff members in client meetings
Delegate work to and supervise/manage work of tax staff, senior tax accountants, and tax supervisors
Participate in tax department administrative projects
Work with directors to establish standards for the tax staff and evaluate and counsel tax staff members
Act as a resource for tax team
Contribute to the client service team by producing quality work with quick turnaround and attentive service
Develop a general understanding of the firm\'s philosophy and tax opinions
Establish good working relationships with all directors and staff members
Other Functions
Possess time management and organization skills
Demonstrate industry expertise
Assist with recruitment and training of other tax department personnel
Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
Write articles and make presentations
Develop a broad general knowledge of economic, political, and business conditions
Accept volunteer positions in community organizations
Perform other duties as assigned
Job Qualifications
Bachelor\'s degree in accounting or another related program
Advanced degree (generally a law degree or a master\'s in taxation) is strongly desired
CPA certification
At least six years of recent relevant public accounting, tax, and review experience (experience with pass-through entities is preferred)
At least two years of management experience and the ability to lead and develop professional staff
Proficiency in the use of computers and tax software programs (Document, Engagement, CCH Suite - Axcess Tax, QuickBooks, etc.)
Ability to manage multiple client engagements and prioritize work
About CBM
At CBM, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. CBM offers today\'s accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance.
CBM offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented environment.
Company Benefits
401(k) and Profit-Sharing Plan
10 Paid Holidays
Paid Time Off
Bereavement/Jury Duty Leave
Paid Parental Leave
FSA/Dependent Care
Life Insurance
Short and Long-Term Disability
Volunteer Community Service Day
Healthcare Benefits - medical, dental, vision & other programs
Paid Parking & Metro
S subsidized Employee Wellness and Fitness Program
Mentorship Program - Project Clear Path
Professional Training & Development
Tuition Reimbursement
CPA and Other Certifications Assistance
Professional Memberships
Business Casual Work Environment
Fun Firm Activities
CBM is an Equal Opportunity Employer dedicated to diversity and inclusion
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$80k-113k yearly est. 2d ago
Senior Manager, Tax (Remote)
Jazz Pharmaceuticals 4.8
Remote job
Brief Description
This position will be responsible for a variety of tax issues including preparation/review of federal, state, and local tax returns and income tax provision. Opportunities will also exist for exposure to various other specialty areas including: corporate income and franchise taxes, credits and incentives, sales/use/withholding taxes and other special projects. This role will be involved in day-to-day projects within the Tax team and will have the opportunity to work with other functional groups, including finance, human resources, legal, R&D and IT, as well as external advisors.
Essential Functions
Responsibilities for this position will include, but not be limited to, the following:
Preparation/review of federal/state/local income tax returns; including:
reconciling book to tax differences;
preparing state and local apportionment and state adjustment schedules; and
preparing and maintaining tax attribute schedules;
Preparation/review of federal and state income tax estimates and extensions;
Supervising information gathering for tax provisions and tax returns;
Preparation/review of quarterly and annual income tax provision, including:
current calculation;
maintaining deferred tax balances, uncertain tax positions, and TARF; and
other related schedules/memo and disclosures;
Preparation of tax account forecasts and monthly accruals;
Assist with research and supervision of responses to notices regarding federal, state, and local tax issues;
Providing support and/or manage IRS and state income/franchise tax audits;
Providing assistance with technical research on various tax issues;
Maintaining proper audit and compliance documentation;
Assist in the establishment of and ensures adherence to budgets, schedules, work plans, and performance requirements;
Assist in developing and mentoring other members of the Tax team; and
Assisting in ad hoc/special projects (e.g. Section 382 study, credit study, etc)as needed.
Required Knowledge, Skills, and Abilities
Highly organized with great attention to detail.
Self-starter, with an ability to work independently and as part of a team.
Ability to multi-task and handle a variety of tax assignments in a fast-paced environment including being flexible to geographic time zones.
Ability to prioritize tasks appropriately, meet deadlines, execute with accuracy and recognize when issues need escalation. Strong communication skills (written and verbal) and analytical skills.
Proficient in Excel, including pivot table and vlookup.
Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands.
Required/Preferred Education and Licenses
Seven to nine years of recent experience in US corporate income tax with a combination of Big Four and multinational corporate tax department. Experience with ASC 740 is required. Preference will be given to candidates with Big 4 experience.
Bachelor's degree in Accounting or Business, or an equivalent combination of education and practical experience.
CPA preferred.
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$83k-114k yearly est. 19h ago
Senior Tax Manager - Remote with Bay Area Partnership Path
Atalnt LLC
Remote job
A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position. The role involves leading tax planning and consulting for diverse clients while managing relationships and mentoring staff. Candidates must hold an active CPA license and have over 10 years of tax accounting experience. This position offers remote flexibility with minimal travel. Join a culture that values entrepreneurship and work-life balance!
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$81k-120k yearly est. 4d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote job
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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$124k-165k yearly est. 1d ago
Senior Tax Manager
Staff Financial Group
Remote job
Senior Tax Manager - Chicago, IL (Remote)
Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills.
What: Provide tax compliance, consulting, planning, and technical review services for internal individual clients while managing engagements and client relationships.
When: Full-time position available immediately.
Where: Fully remote role.
Why: To continue growing your tax career in a leadership role without a traditional busy season, supported by a firm that values flexibility, development, and work/life balance.
Office Environment: Remote, collaborative, well-supported environment with consistent hours and strong professional-development programs.
Salary: $122,300 to $231,870 depending on experience, qualifications, and geographic location.
Position Overview:
This internal role focuses on providing U.S. individual tax preparation, planning, and consulting services to firm leadership, offering the opportunity to advance your tax career while enjoying a balanced schedule and limited seasonal peaks.
Key Responsibilities:
Provide comprehensive tax compliance and consulting services to internal clients.
Perform technical reviews of complex individual tax returns and supporting documentation.
Lead multiple engagements delivering proactive tax planning and strategic guidance.
Apply new technical developments to complex client scenarios.
Serve as the primary point of contact for approximately 75 clients.
Participate in firmwide learning programs to support ongoing professional growth.
Mentor and develop staff through coaching aligned with the firm's Care and Teach philosophy.
Qualifications:
Bachelor's degree in accounting, law, or related business field; master's or advanced degree preferred.
Active CPA required.
8+ years of experience in tax planning and review for high-net-worth individuals.
Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax.
Background in federal compliance and consulting within a professional services firm.
2+ years of supervisory, mentoring, or coaching experience preferred.
Strong management, organizational, analytical, communication, and project-management skills.
Proficiency with CCH Axcess, PDFlyer, and Microsoft Office tools.
Eligibility to work in the U.S. without sponsorship preferred.
If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
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