Business Relationship Manager jobs at BMO Capital Markets - 7454 jobs
Wealth Relationship Manager
HSBC 4.9
San Francisco, CA jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.The Wealth RelationshipManager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth RelationshipManager acquires, develops, advises, and retains a portfolio of clients.As our Wealth RelationshipManager you will:
Provide financial solutions and opportunities to your portfolio of clients
Increase wallet share of existing clients and identifying product opportunities within the business
Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.You´ll likely have the following qualifications to succeed in this role:
Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios
Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
Strong business development skills to work with outside COI's to develop self-sourced business
Self-Motivated and Self-driven individual with strong relationship and communications skills
Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required
Mandarin and/or Cantonese language
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
HSBC
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A major financial institution in San Francisco is seeking a Commercial Banking RelationshipManager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience and at least 3 years in a management role. Strong leadership and communication skills are essential. This position offers a competitive salary range of $170,255 to $200,300, along with extensive benefits to support health and financial security.
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$170.3k-200.3k yearly 3d ago
Commercial Lending, VP
Carver Federal Savings Bank 4.2
New York, NY jobs
VP - Commercial Lender
Department: Lending Reports: SVP/Chief Lending Officer Schedule: Hybrid (2 days in-office, 3 days remote) Salary: $100,000 - $160,000
Posted salary ranges do not include incentive compensation or any other type of renumeration.
Company Summary
Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 110 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates 7 full-service branches in the New York City boroughs of Brooklyn, Queens and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services.
Position Summary
Responsible for the business development, and retention of commercial client relationships. Solicits new businessrelationships through network of centers of influence and existing contacts. Additionally, the Commercial Lender will be responsible for the retention and growth of their existing portfolio of commercial relationships.
Essential Duties and Responsibilities
Provide relationshipmanagement support to high deposit clients.
Present financial solutions such as cash management to clients.
Business development of new commercial client relationships.
Source commercial loans ranging from $500M to $5MM for Businesses and Non-Profits who have borrowing needs. Includes prospects and existing clients.
Complete pre-analysis of credit requests to insure appropriate structure and to compose comprehensive loan application package for Underwriting.
Collaborate with other Carver businesses to ensure ongoing and appropriate communication to support overall client and franchise objectives.
Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
Ensure accurate, complete, and timely preparation of reports and statistics for Senior Management.
Responsible for the total relationship with all business clients (including non-borrowing commercial clients).
Participate in civic, government, professional, business, and community affairs, associations, and groups to solicit new business.
Interpret and ensure communications of the Bank's policies, programs, and objectives.
Assist with supporting preparation of Annual Client reviews as required, in conjunction with Portfolio Management.
Work with branches and other internal referral sources to generate pipeline.
Annual goals will be established for lending and new deposit production.
Key Strengths and Qualities
Proven leadership ability and relationship sourcing, with excellent interpersonal communication skills.
Excellent consultative selling skills to acquire and manage new banking relationships.
Sharp business development focus and demonstrative innovative approaches.
Self-starter, someone who demonstrates by getting out in the marketplace.
Superior organizational skills.
Strong ability to make sound decisions with a high level of accuracy and problem-solving skills.
Background and Experience
Experience covering clients in the NY tri-state area with revenues of $1MM-50MM is required.
At least 7-10 years' experience in a small business lending and community banking environment.
Formal commercial credit training, with expertise in C&I and CRE products and uses.
A degree in Business, Accounting, Finance, or related field required.
Successful completion of a formal Bank Credit Training program preferred.
SBA 7A and 504 experience desirable.
Must have prior experience managing, maintaining and growing portfolios in a bank or related setting.
In-depth knowledge of all aspects of small business banking and an ability to learn new products and services quickly.
Ability and knowledge to offer sophisticated financial solutions and services while emphasizing the local feel of a community bank.
Proven ability to profile client needs; make appropriate inquiries; and understand client credit needs.
Knowledge of loan closing documents.
Knowledge of banking operations, systems, compliance, and regulatory issues.
Excellent written, verbal and presentation skills.
EEO Statement: Carver Bank 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 any other protected class.
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$100k-160k yearly 5d ago
VP Commercial Real Estate Lending - San Francisco
Hingham Institution for Savings 2.9
San Francisco, CA jobs
Founded in 1834, Hingham Institution for Savings is one of America's oldest banks. With a $4B balance sheet, we focus on providing specialty commercial real estate lending and deposit banking solutions to real estate investors, businesses, nonprofits, and families. The Commercial Lending Group originates conventional, construction, and special situation loan transactions - our mandate is broad and flexible - and we operate in Boston, Washington, D.C., and the San Francisco Bay Area. We focus on multifamily properties, with a lesser emphasis on industrial, mixed-use, and smaller office and retail properties. With a flat organizational structure, we offer rapid decisions on transactions up to $70 million dollars. We are one of the most profitable banks in the country and we are proudly independent. For talented commercial real estate lenders, we offer a stable platform for long-term career growth.
About the role
This individual will be responsible for originating commercial real estate loans in the San Francisco Bay Area, along with developing deposit relationships with our commercial real estate borrowers, with a specific focus on San Francisco itself. They will work closely with our extended team, including our other originators in Boston and Washington, as well as our Specialized Deposit Group.
Strong candidates will have a demonstrated record of origination, deep knowledge of the greater San Francisco Bay Area commercial real estate market, and good underwriting and valuation skills. We are interested in both senior and mid-level candidates.
This is a role for candidates that live in the Bay Area.
Members of our team work in-person and on a hybrid basis. This individual would have the opportunity to define the work environment that is most productive for them.
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
401K Matching
Health Benefits with Employer Contribution
Life Insurance
Paid Time Off
Family Leave
Short & Long Term Disability
The pay range for this role is:
150,000 - 400,000 USD per year (San Francisco Office)
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$86k-109k yearly est. 5d ago
Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
New York, NY jobs
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, RelationshipManager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$88.4k-132.6k yearly 5d ago
Impactful Private Wealth Relationship Manager
Bank of America 4.7
San Francisco, CA jobs
A leading financial institution in San Francisco seeks a RelationshipManager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth.
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$69k-109k yearly est. 1d ago
Private Wealth Relationship Manager (FP)
Bank of America 4.7
San Francisco, CA jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description
The RelationshipManager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or BusinessManagement in addition to spending more than 50% of their time on relationshipmanagement activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior BusinessManager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.
Skills
Account ManagementBusiness Acumen
Client Management
Client Solutions Advisory
Referral Identification
Referral ManagementRelationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification
Required Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Desired Qualifications
Accounting experience/Personal Tax Planning or CPA experience
Invested in personal development with the Private Wealth Management Team
Bachelor's degree or higher in related field
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Age
Age requirement: Must at least be 18 years of age.
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling **************. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.
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$69k-109k yearly est. 1d ago
Sales & Use Tax Manager, State and Local Tax
BDO USA 4.8
Boston, MA jobs
A State and Local Tax (SALT) Manager 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 SALT 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 SALT 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
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 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
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 orexpenses 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 Senior Associates and Associates on assigned engagements and reviews work product
Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT 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 Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's degree, required; focus in business, preferred
Master's degree in Accounting/Taxation or J.D., preferred
Experience
Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, 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, required
Exposure to and familiarity with standard tax applications and research tools, preferred
Other Knowledge, Skills & Abilities
Excellent verbal 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: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
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
*Benefits may be subject to eligibility requirements.
Locations 15 One International Place, Boston, MA, 02110, US
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$79.8k-168k yearly 2d ago
Tax Manager
Baker Newman Noyes LLC 3.9
Boston, MA jobs
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.
About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity , incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and leadership, including staff and firm development.
Competencies and Position Requirements
Dedicated to high-caliber client service
Effective project management, analytical, interpersonal, and oral and written communication skills
Thrives in a dynamic and collegial work environment
Advanced knowledge of tax compliance and planning at both the federal and state level
Effectively supervise activities of the engagement team
Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved
Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate
Demonstrates the ability to manage multiple engagements to a successful and efficient completion
Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients
Highly responsive to the client's needs and requests
Manages the client's expectations and the day-to-day client relationship
Meets time deadlines while also meeting or exceeding quality requirements
Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude
Education and Experience
Five or more years of experience in taxation with a public accounting firm
Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations)
CPA certificate required
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
A flexible paid time off program, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment
The expected salary range for candidates in the Massachusetts market is $106,057- $159,140 annually, depending on experience and qualifications.
Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
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$106.1k-159.1k yearly 3d ago
Senior Manager, Small Business Card & Rewards Analytics
American Express 4.8
Atlanta, GA jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Overview of the Business:
Global Commercial Services (GCS) is the leading payment issuer and partner for businesses with products and services that help them grow and run their businesses. The GCS Product Analytics team plays a pivotal role within the GCS Products organization by providing advanced analytics and statistical methodologies to drive deep insights into client behavior. Our mission is to inform and shape product strategies and deliver connected, personalized experiences that foster deeper client engagement and drive sustainable, profitable growth.
How will you make an impact in this role?
The Senior Manager, Small Business Card and Rewards Analytics will lead the strategy and execution of SBS card product performance, engagement, and usage analytics delivering insights to expand and deepen our relationship with customers. This critical role will partner with product, marketing, credit risk, and finance teams to inform rewards constructs and benefits-led product line strategies that differentiate American Express offerings in the marketplace while driving balanced economics.
This role represents a unique opportunity to leverage applied quantitative experience to directly shape business strategy and role requires a high level of expertise in driving decisions backed by data insights, deploying advanced predictive and statistical methodologies, leading strategic analytics, and designing scalable data assets. The ideal candidate will bring a unique balance of technical skills combined with a strategic mindset and the ability to communicate effectively. They will be able to work in white space with unstructured problems and build successful partnerships with a large variety of teams and business units to identify opportunities and influence outcomes.
Responsibilities:
* Translate business problems into data strategies and lead analytical workstreams on SBS customer engagement, usage, and retention leveraging advanced analytical techniques including clustering, machine learning, and statistical analysis
* Lead strategy and execution for creation of SBS card transaction and customer data assets including migration of source data to cloud environment and design of sustainable, optimized data structure
* Analyze expected impact on business of potential charge product features and enhancements and advise senior leaders on product roadmap
* Design, launch and measure tests of product construct configurations to increase rewards and benefits awareness, redemption, and spend; Build analytical frameworks for robust measurement when clear A/B testing doesn't exist.
* Identify and build behavior-based segmentation to provide insights into customer behavior and drive recommendations for business priorities.
* Serve as subject matter expert for SBS card portfolio performance, leading regular product performance reviews for card leadership
* Manage and prioritize demands for data, ad hoc analytics, and reporting from multiple stakeholders, reallocating resources as necessary to ensure alignment with business priorities
Minimum Qualifications:
* Relevant professional experience including extensive experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influencing business strategies
* Extensive experience building sustainable data assets using cloud-based analytical tools, querying languages, and visualization software (e.g., SQL, Python, Databricks, Tableau)
* Good understanding of card economics and performance drivers with proven success in driving business results via strategic analysis. Experience in Charge/Loyalty analytics is a plus.
* Excellent written and verbal communication skills with the ability to explain technical concepts and analytics-driven findings to non-technical stakeholders, and to explain business processes, concepts, and issues to technical resources
* Team player with proven ability to influence and collaborate with others across all levels of an organization
* Strong curiosity and initiative in tackling complex business analysis; dives deeply into the data, relentlessly pursues its meaning, and how these insights can drive business performance
* Proven track record effectively managing priorities across multiple senior level keyholders and influencing stakeholders across all levels of organization
* Proven track record translating business problems into data strategies and solutions, leading complex, multi-stage analytical workstreams, and advising senior leadership on data-based insights
* Proven ability to lead and develop team of product analysts, providing leadership and coaching to the team in areas such as application of advanced analytical concepts, sustainable data models, and effective presentation
* Bachelor's degree preferably in a quantitative field (e.g. statictics, engineering, math, science, economics, etc.)
Preferred Qualifications:
* Relevant professional experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influence business strategies; Financial services experiences is a plus
* Expertise in data science and advanced analytical techniques including clustering, machine learning, and statistical analysis
Job Location: Hybrid (New York or Atlanta)
Salary Range: $123,000.00 to $215,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$123k-215.3k yearly 2d ago
Senior Manager, Small Business Card & Rewards Analytics
American Express 4.8
Atlanta, GA jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**Overview of the Business:**
Global Commercial Services (GCS) is the leading payment issuer and partner for businesses with products and services that help them grow and run their businesses. The GCS Product Analytics team plays a pivotal role within the GCS Products organization by providing advanced analytics and statistical methodologies to drive deep insights into client behavior. Our mission is to inform and shape product strategies and deliver connected, personalized experiences that foster deeper client engagement and drive sustainable, profitable growth.
**How will you make an impact** **in** **this role?**
The Senior Manager, Small Business Card and Rewards Analytics will lead the strategy and execution of SBS card product performance, engagement, and usage analytics delivering insights to expand and deepen our relationship with customers. This critical role will partner with product, marketing, credit risk, and finance teams to inform rewards constructs and benefits-led product line strategies that differentiate American Express offerings in the marketplace while driving balanced economics.
This role represents a unique opportunity to leverage applied quantitative experience to directly shape business strategy and role requires a high level of expertise in driving decisions backed by data insights, deploying advanced predictive and statistical methodologies, leading strategic analytics, and designing scalable data assets. The ideal candidate will bring a unique balance of technical skills combined with a strategic mindset and the ability to communicate effectively. They will be able to work in white space with unstructured problems and build successful partnerships with a large variety of teams and business units to identify opportunities and influence outcomes.
**Responsibilities:**
+ Translate business problems into data strategies and lead analytical workstreams on SBS customer engagement, usage, and retention leveraging advanced analytical techniques including clustering, machine learning, and statistical analysis
+ Lead strategy and execution for creation of SBS card transaction and customer data assets including migration of source data to cloud environment and design of sustainable, optimized data structure
+ Analyze expected impact on business of potential charge product features and enhancements and advise senior leaders on product roadmap
+ Design, launch and measure tests of product construct configurations to increase rewards and benefits awareness, redemption, and spend; Build analytical frameworks for robust measurement when clear A/B testing doesn't exist.
+ Identify and build behavior-based segmentation to provide insights into customer behavior and drive recommendations for business priorities.
+ Serve as subject matter expert for SBS card portfolio performance, leading regular product performance reviews for card leadership
+ Manage and prioritize demands for data, ad hoc analytics, and reporting from multiple stakeholders, reallocating resources as necessary to ensure alignment with business priorities
**Minimum Qualifications:**
+ Relevant professional experience including extensive experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influencing business strategies
+ Extensive experience building sustainable data assets using cloud-based analytical tools, querying languages, and visualization software (e.g., SQL, Python, Databricks, Tableau)
+ Good understanding of card economics and performance drivers with proven success in driving business results via strategic analysis. Experience in Charge/Loyalty analytics is a plus.
+ Excellent written and verbal communication skills with the ability to explain technical concepts and analytics-driven findings to non-technical stakeholders, and to explain business processes, concepts, and issues to technical resources
+ Team player with proven ability to influence and collaborate with others across all levels of an organization
+ Strong curiosity and initiative in tackling complex business analysis; dives deeply into the data, relentlessly pursues its meaning, and how these insights can drive business performance
+ Proven track record effectively managing priorities across multiple senior level keyholders and influencing stakeholders across all levels of organization
+ Proven track record translating business problems into data strategies and solutions, leading complex, multi-stage analytical workstreams, and advising senior leadership on data-based insights
+ Proven ability to lead and develop team of product analysts, providing leadership and coaching to the team in areas such as application of advanced analytical concepts, sustainable data models, and effective presentation
+ Bachelor's degree preferably in a quantitative field (e.g. statictics, engineering, math, science, economics, etc.)
**Preferred Qualifications:**
+ Relevant professional experience in hands-on analytical role(s) leveraging data to drive decisions, translate operational performance into financial implications, and influence business strategies; Financial services experiences is a plus
+ Expertise in data science and advanced analytical techniques including clustering, machine learning, and statistical analysis
**Job Location** : Hybrid (New York or Atlanta)
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Data Mgmt and Analytics
**Primary Location:** US-New York-New York
**Other Locations:** US-Georgia-Atlanta
**Schedule** Full-time
**Req ID:** 25023233
$123k-215.3k yearly 2d ago
State and Local Tax Manager
Uhy LLP 4.7
Melville, NY jobs
# **JOB SUMMARY**We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION****WHAT YOU WILL DO**Regular duties include (but are not limited to):* Serves as a subject matter expert in SALT.* Expertise in reviewing corporate, partnership and individual state returns.* Proficient in analyzing corporate and partnership nexus issues and delivering SALT nexus studies to clients.* Knowledge in Sales & Use tax, property tax and Unclaimed property is essential.* Expert in administering Voluntary Disclosure Act reports.* Works effectively, efficiently and closely with the federal tax team.* Demonstrates excellence in most advanced technical skills SALT.* Continues to develop SALT expertise and stays abreast of industry news; contributes to staff development by sharing SALT and industry knowledge.* Recognizes complex technical SALT issues, reaches appropriate conclusions and applies authority to support conclusions.* Participates in client related planning, where appropriate.* Effectively communicates all technical material to clients, verbally and in writing.* Proficient in use of necessary discipline software and applications.* Demonstrates excellence in client service and business acumen.* Ensures top quality client service and oversees total SALT engagement activity.* Recognizes needs and issues pertinent to client activity and follows through to implementation.* Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders).* Maintains effective realization rates of fees (determined by Geography & Discipline leaders).* Assists partners/managing directors in managing effective billing and collections.* Appropriately manages risk and ensures quality control procedures are being executed on all SALT engagement activities.* Assists partners/managing directors in planning business strategies in SALT.* Builds client relationships; maintains smooth working relationship with clients.* Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders).* Proactively identifies opportunities to introduce Firm and serves as an active spokesperson.* Represents the firm and area of expertise by making presentations at third party events.* Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism.* Effectively develops, supervises, trains, coaches, and mentor's staff.* Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines.* Promotes the ideals, values, mission, and vision of the firm.* Commands respect as a leader; acts like a role model.* Conducts self with the utmost professionalism and demonstrates respect towards others.* Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff.* Maintains appropriate compliance with all firm wide and local office policies and procedures.* Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.* Assists partners/managing directors in managing administrative activity.* Develop outside relationships with a goal of generating referral sources.* Adhere to firm's policies and procedures.**WHAT WE ARE LOOKING FOR** Experience* 5+ years in relevant position* Public accounting or other professional services environment preferred Education* Minimum Bachelor's degree or other recognized business credential* Bachelor's in Accounting (for Audit or Tax) License / Certification* Must be a CPA* Must maintain required CPE credits annually* May need other industry or specialization certification for specific positions Legal / Compliance* Must complete acknowledgement of Independence Guidelines and Ethical Standards document* Government engagements require ability to obtain a security clearance from the United States government For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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$110k-180k yearly 5d ago
Tax Manager
Escalon Services Inc. 4.1
Palo Alto, CA jobs
Escalon provides essential business services to its clients. The services include accounting, payroll, HR, taxes, etc. Escalon Business Services is located in Mohali with headquartered in Palo Alto, CA, United States. Escalon is a 500 crore and growing Fintech company. It is a technology-based Accounting, Tax Preparation, Risk, and Payroll Service provider. Escalon has 1000+ total employees across all its locations.
Job Description
Masters degree in Accounting or Finance/Commerce
Must have an Enrolled Agent/ CPA license /MBA/MCOM
Extensive knowledge of US Corporate tax legislation, Strategic/tactical thinking, Strong accounting knowledge
Minimum of 8 - 9 years relevant US Corporate Taxexperience
Minimum 5 years of team management experience
Minimum of 4 years direct client management/active consulting experience
Strong presentation skills and sound problem-solving skills.
The ability to work with different taxation software and learn quickly new software
Proficient in Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Active review of tax deliverables
Working in coordination with management Onshore and offshore, Team Management
Making assignments and maintaining periodic status report
Managing communication with accounting and other teams
Managing communication with clients via emails & phone calls
Planning, forecasting, and managing the workload of theteam
Coordinating and contributing to the completion of the same.
Workon tight deadlines during the returns filing seasonand see to it that the end product is delivered on timetoavoidpaying penalties for late filing.
Gatheringthe required information directly from Client Management SPOC/Line Manager
Acquire a clear understanding of the process and review the team's work & assist with their queries
Training & upskilling team continuously, Building and maintaining client & cross-functional relationships
Mentoring team periodically and on an ad-hoc basis.
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$81k-117k yearly est. 1d ago
Tax Manager, Property Tax
Ducharme, McMillen & Associates, Inc. 4.1
Boston, MA jobs
Tax Manager, Property Tax page is loaded## Tax Manager, Property Taxlocations: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: REQ: 212As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:* 2025 Great Places to Work Certified* Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)* Company paid parental leave* Generous time off package* Multiple benefit plans, eligibility begins on day one of employment* Culturally focused on work/life balance, mental health, and the overall wellness of our employees The Tax Manager assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services**Essential Duties and Responsibilities**• Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities • Prepares reports and analyses supporting DMA's position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients • Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client's prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities • Attend on-site inspection of client property (plants and operations) • Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA's other service lines to prospects • Account management responsibilities for assigned clients - developing, sustaining, and enhancing relationships with DMA clients and prospects • Research, collect, and populate DMA's review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information • Assist in production and invoicing process • Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills • Research and follow industry or market activity/trends in assigned geographic area • Research and follow state and local tax issues, legislation, court cases, etc. • Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision **Non-Essential Duties and Responsibilities**• Perform other duties as assigned **Education and Qualifications**• Bachelor's degree in Accounting, Real Estate, Finance, Economics, or a related field • 5+ years professional experience; property tax, valuation, or accounting preferred • Advanced knowledge of Microsoft Excel, Outlook, and Word • Ability to work independently and as part of a team • Excellent verbal and written communication skills; demonstrated problem-solving skills • Organizational, research, and interpersonal skills • Ability to multi-task and prioritize projects and deadlines • Valid driver's license The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.
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$80k-116k yearly est. 2d ago
Tax Manager - Lead Client-Focused Compliance & Growth
Baker Newman Noyes LLC 3.9
Boston, MA jobs
A top accounting and advisory firm in Massachusetts is seeking a Tax Manager to oversee tax compliance for diverse clients. The ideal candidate will have over five years of public accounting experience and a CPA certification. This role emphasizes client service and staff mentorship. The firm offers a range of benefits, including flexible paid time off and health insurance. Salary range is competitive based on experience.
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$82k-115k yearly est. 3d ago
Tax Manager
Baker Newman Noyes LLC 3.9
Boston, MA jobs
Career Opportunities with Baker Newman Noyes LLC
A great place to work.
Current job opportunities are posted here as they become available.
Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service.
About the Position
If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and leadership, including staff and firm development.
Competencies and Position Requirements
Dedicated to high-caliber client service
Effective project management, analytical, interpersonal, and oral and written communication skills
Thrives in a dynamic and collegial work environment
Advanced knowledge of tax compliance and planning at both the federal and state level
Effectively supervise activities of the engagement team
Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved
Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate
Demonstrates the ability to manage multiple engagements to a successful and efficient completion
Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients
Highly responsive to the client's needs and requests
Manages the client's expectations and the day-to-day client relationship
Meets time deadlines while also meeting or exceeding quality requirements
Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude
Education and Experience
Five or more years of experience in taxation with a public accounting firm
Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations)
CPA certificate required
Ability to work a flexible schedule based on business needs
Supportive and collaborative culture
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including:
A flexible paid time off program, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment
Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.
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$82k-115k yearly est. 2d ago
Tax Manager: Lead Client Tax Strategy & Mentorship
Baker Newman Noyes LLC 3.9
Boston, MA jobs
A top tax and advisory firm in Boston is seeking a Tax Manager to oversee tax compliance and engage in leadership activities. The ideal candidate will have over five years of experience in taxation, a CPA certification, and strong project management skills. This role offers a collaborative environment with excellent growth opportunities and benefits including flexible paid time off and health insurance.
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$82k-115k yearly est. 2d ago
SALT Tax Manager: Nexus, Compliance & Client Leadership
Uhy LLP 4.7
Melville, NY jobs
A leading professional services firm in Melville, NY, is seeking a Tax Manager to oversee client relationships and financial review processes. The ideal candidate will have expertise in state and local tax matters (SALT) and at least 5 years of relevant experience, preferably in public accounting. Competitive compensation and benefits, including health insurance and PTO, are offered. This role presents an opportunity to thrive in a collaborative environment while impacting diverse clients across various industries.
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$88k-122k yearly est. 5d ago
Tax Manager | Cleveland, OH
Arc Group 4.3
Cleveland, OH jobs
Hybrid (2 days in office) ARC Group is recruiting an experienced Tax Manager on behalf of a leading Big 4 firm in Cleveland, OH. This hybrid role offers a balance of in-office collaboration and remote flexibility, along with competitive compensation, great benefits, and an annual performance-based bonus. The ideal candidate will have a strong background in corporate tax, be a CPA (or JD with an active license), and possess in-depth knowledge of ASC 740.
Key Responsibilities:
Lead corporate tax compliance and consulting engagements for clients across various industries.
Prepare, review, and analyze complex federal, state, and local tax returns.
Provide guidance on ASC 740 accounting, including uncertain tax positions and deferred tax calculations.
Partner with clients to identify tax planning opportunities and address compliance matters.
Mentor and supervise junior staff members to support professional development.
Qualifications:
Bachelor's degree in Accounting or related field required.
CPA designation required (or JD with active license).
Minimum of 4 years of experience in tax compliance and/or consulting.
Strong understanding of ASC 740 accounting standards.
Excellent analytical, communication, and leadership skills.
Industries Served by the Firm:
Manufacturing
Technology
Pharmaceutical
Food & Beverage
Consulting
Engineering
Telecommunications
Transportation & Distribution
Compensation & Benefits:
Competitive salary
Annual performance-based bonus
Comprehensive benefits package
$71k-101k yearly est. 2d ago
Tax Manager | Los Angeles
Arc Group 4.3
Los Angeles, CA jobs
Tax Manager Los Angeles, CA 90071 Our client, a leading Big 4 accounting firm, is seeking a highly skilled Tax Manager to join their dynamic Corporate Tax team in Los Angeles. This is a hybrid role offering flexibility with two days remote per week. The ideal candidate will have strong corporate tax experience and in-depth knowledge of ASC 470, contributing to high-quality tax advisory and compliance services for a diverse client base.
Key Responsibilities:
Manage and oversee corporate tax compliance, including preparation and review of federal, state, and local tax returns.
Provide technical guidance on ASC 470 and other accounting standards as they relate to corporate tax matters.
Assist clients with tax planning, research, and risk management strategies.
Collaborate with engagement teams to ensure accuracy, compliance, and timely delivery of tax services.
Mentor and develop junior staff while fostering a collaborative team environment.
Identify process improvements and contribute to workflow efficiency initiatives.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field. CPA designation is required or a JD/active law license.
Minimum of 4 years of experience in corporate tax.
Strong knowledge of ASC 470 and other relevant accounting standards.
Demonstrated ability to manage multiple engagements and meet deadlines.
Excellent analytical, technical, and communication skills.
Proficiency with tax software and Microsoft Office suite.
What We Offer:
Competitive compensation and benefits package.
Hybrid work flexibility (2 days remote).
Opportunity to work with a high-performing team at a prestigious Big 4 firm.
Professional growth and development opportunities.
How to Apply:
Qualified candidates are encouraged to submit their resume and cover letter for consideration.