Portfolio Manager - New York
Portfolio manager job at Caxton
Job Description
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines. Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients.
Requirements
The Role:
Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited to:
Discretionary Macro
Emerging Markets Macro
Equity Long/Short
Event-Driven
Fixed Income Relative Value
Medium-Frequency Systematic
Commodities
In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment. Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. We seek out professionals who can generate unique insights within their investment universe, contribute to the firm's broader strategic outlook, and leverage collective knowledge to generate alpha.
Key Responsibilities:
Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy.
Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views.
Implement robust risk management, continuously assessing the merits of all positions and investment theses.
Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
Ensure strict compliance with all industry regulations and internal risk controls.
Requirements:
Proven track record in portfolio management, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5.
A minimum of 5 years of experience managing capital preferably within a hedge fund.
The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
Unwavering commitment to the highest standards of ethics and integrity.
Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions.
Application Instructions:
To apply, please submit:
Your CV.
A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5).
A comprehensive outline of your proposed investment strategy and process.
If you're an experienced portfolio manager passionate about collaboration and financial markets, we'd love to connect with you.
Benefits
With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
Portfolio Manager - New York
Portfolio manager job at Caxton
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines. Our broad mandate allows us to trade across global markets and instruments, with a strong focus on alpha generation for our clients.
Requirements
The Role:
Caxton Associates is seeking experienced Portfolio Managers across a range of strategies; including but not limited to:
Discretionary Macro
Emerging Markets Macro
Equity Long/Short
Event-Driven
Fixed Income Relative Value
Medium-Frequency Systematic
Commodities
In this role, you will be responsible for managing a significant capital allocation, implementing rigorous risk management, and contributing to our collaborative, research-driven environment. Within our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. We seek out professionals who can generate unique insights within their investment universe, contribute to the firm's broader strategic outlook, and leverage collective knowledge to generate alpha.
Key Responsibilities:
Independently manage a significant capital allocation by creating, executing, and monitoring an alpha-driven investment strategy.
Construct portfolios designed to generate asymmetric returns with minimal correlation to traditional capital markets by identifying and capitalizing on variant market views.
Implement robust risk management, continuously assessing the merits of all positions and investment theses.
Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
Ensure strict compliance with all industry regulations and internal risk controls.
Requirements:
Proven track record in portfolio management, demonstrated by strong investment acumen and a Sharpe Ratio greater than 1.5.
A minimum of 5 years of experience managing capital preferably within a hedge fund.
The capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
Unwavering commitment to the highest standards of ethics and integrity.
Exceptional decision-making abilities, with the capability to perform under pressure and adapt to evolving market conditions.
Application Instructions:
To apply, please submit:
Your CV.
A detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5).
A comprehensive outline of your proposed investment strategy and process.
If you're an experienced portfolio manager passionate about collaboration and financial markets, we'd love to connect with you.
Benefits
With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
Auto-ApplyLeasing Portfolio Manager
New York, NY jobs
The Heller Organization is growing our Chelsea, NYC office!
We are seeking a QUALIFIED (3+ years) Leasing Portfolio Manager to oversee all Heller exclusive properties. This individual will work closely with CEO, Adam Heller, and building landlords/management.
Please note: this is not a salesperson position. You must have experience as a rental manager and working on new development. Must also have experience dealing with affordable programs/leases. Large component will also be helping to oversee a brand new high-end project in Greenpoint with several upcoming towers.
**MUST HAVE A NY REAL ESTATE LICENSE
**MUST KNOW HOW TO USE: OLR, STREETEASY, ON-SITE, FUNNEL, etc.
**Compensation commensurate with experience
Role Description
The Leasing Portfolio Manager will oversee the leasing operations and management of our diverse portfolio of properties. Responsibilities include developing and implementing leasing strategies, conducting market analysis of surrounding comps, and visit all Heller buildings on a monthly basis to walk all vacant units. The role also involves monitoring portfolio performance, preparing reports, and working closely with landlords, owners, and developers. This individual is expected to bring in new business to the company.
Qualifications
Strong analytical and problem-solving skills
Expertise in Finance and Portfolio Management
Proven ability to develop and execute leasing strategies
Excellent communication and interpersonal skills to maintain client, property management, landlord, and owner relationships
Proficiency in financial modeling, spreadsheets, and reporting tools
Experience in the New York real estate market
The Heller Organization is a full service real estate firm founded in 1997 offering brokerage services in BOTH Commercial and Residential assets. The company specializes in both the sale and rental of high-end residential condominiums, cooperative apartments and townhouses; as well as commercial leasing throughout the five boroughs. Our boutique size is a distinct advantage in a competitive real estate environment. It gives us the ability to provide individual attention to ensure the highest standards of professionalism when dealing with our customers. The single most important aspect of a successful deal is a hands-on approach to the daily management of the marketing and sales process, which is what sets us apart from the competition.
Heller handles the leasing for 20+ residential projects comprising nearly 2,500 high-end rental and condominium units, in addition to over 500,000 SF of prime commercial space. The firm is currently working on several leasing projects throughout Manhattan, Brooklyn, Queens and the Bronx. The firm is actively involved throughout the pre-development phase through the marketing, sales and leasing, and has many additional developments in the pipeline.
Why Choose Heller?
Boutique sized company with CEOs, Manager & Agents that treat you like FAMILY!
Supportive Office Culture
25+ Years of experience
In-House Marketing (Custom Pitch Books, Flyers, Eblasts)
No Desk Fee
REBNY Affiliated
Consumer Equity L/S Portfolio Manager - New York
Portfolio manager job at Caxton
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore, and Dubai. Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments with a focus on alpha generation for our clients.
Requirements
The Role:
Caxton Associates is seeking an Equity L/S PM with demonstrable alpha in global consumer equities. In this pivotal role, you will be entrusted with managing a significant capital allocation and overseeing rigorous risk management across all active positions.
In our organization, we place a high value on collaboration, promoting regular and ongoing discussions about global macroeconomic trends, geopolitical developments, and the evolution of financial markets. Professionals who can extract key insights from their investment universe to inform and shape the broader team's perspective and leverage this collective knowledge to generate alpha within their mandate will find this is the perfect platform for their talents.
Key Responsibilities:
Independently manage a significant capital allocation by creating, executing, and monitoring an Equity Long/Short strategy.
Construct portfolios with a focus on maintaining low net delta, balanced factor and industry exposure, and high idiosyncratic risk attribution.
Conduct thorough market and industry research, fundamental business analysis, and business cycle research.
Implement stringent risk management, actively assessing the merits of all positions and investment theses.
Collaborate effectively within a global team environment, learning from and adding value to collective insights and expertise.
Ensure strict compliance with all industry rules, regulations, and internal company policies.
Requirements:
Proven track record in Equity Long/Short, demonstrated by robust investment acumen and a Sharpe Ratio greater than 1.5.
A minimum of 5 years of experience in portfolio management, preferably within a hedge fund.
Proficiency in financial modelling, sector analysis, business structure analysis, and conducting business cycle research.
Demonstrated expertise in the industries and/or regions of focus, as well as risk management techniques for equity portfolios.
Humility and the capacity to thrive in a highly collaborative global team, with a strong desire to learn from and alongside other investors.
Unwavering commitment to the highest standards of ethics and integrity.
Exceptional decision-making abilities, capable of performing well under pressure.
Application Instructions:
To apply, please submit your CV, a detailed account of your investment track record (including evidence of a Sharpe Ratio greater than 1.5), and a comprehensive outline of your proposed investment strategy and process. If you're an experienced portfolio manager with a passion for collaboration and a keen interest in financial markets, we'd love to connect with you.
Benefits
With respect to New York-based applicants, the base pay for this role is $250,000 annually. The total compensation is dependent upon several factors, including, but not limited to, relevant experience, business needs and market demands. This role may also be eligible for bonus compensation and employee benefits.
Auto-ApplyAssociate Portfolio Manager Program - NY
Portfolio manager job at Caxton
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates' primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments.
Requirements
At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate Portfolio Manager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.
The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a senior Portfolio Manager position within Caxton. Over a quarter of our current Portfolio Managers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success.
We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution.
If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application.
We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton.
Benefits
For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.
Auto-ApplyAssociate Portfolio Manager Program - NY
Portfolio manager job at Caxton
Job Description
Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco and Singapore. Caxton Associates' primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments.
Requirements
At Caxton Associates, we have a longstanding tradition of nurturing premier investment talent. Our commitment to professional development led to the creation of the comprehensive two-year Associate Portfolio Manager (APM) Program in 2012. This program is an exceptional pathway for high-potential buy-side investors, outstanding sell-side trading talent, or world-class quantitative analysts across a spectrum of hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.
The APM Program offers immersive exposure and intensive training, refining participant's investment skills with the ultimate objective of enabling advancement to a senior Portfolio Manager position within Caxton. Over a quarter of our current Portfolio Managers, many of whom are now our most respected PMs, have risen through this very program, underscoring its success.
We are currently seeking candidates with a level of experience between 3 to 10 years in either asset management, hedge funds and/or market making. The ideal candidate should have expertise in, and ideally direct experience implementing, the proposed investment strategy and related markets. We appreciate entrepreneurial risk-takers with a desire to build and grow their investment strategy. The ability to work both independently and collaboratively with various stakeholders is crucial, as is a demonstrated capacity for continuous growth and evolution.
If you harbor an unwavering passion for the financial markets, possess a strong work ethic, and meet the above criteria, we invite you to apply. Please submit your CV, investment track record (if available), and a detailed outline of your proposed investment strategy. A comprehensive strategy outline is a critical component of your application.
We eagerly anticipate the opportunity to explore your potential and welcome your contribution to the continuing legacy of Caxton.
Benefits
For New York-based applicants, the base pay for this role is $175,000 annually. In addition to the base pay, successful candidates will receive a formulaic percentage of their trading profitability.
Senior Manager, Portfolio Sourcing
New York, NY jobs
* Group aligned sourcing leader for internal and external stakeholders delivering on Pfizer's approach to R&D Portfolio sourcing, contract negotiation, and applicable Pfizer policies and procedures. * Ensures Pfizer's business interest and sourcing strategies are delivered.
* Accountable for minimizing Pfizer's business risk and maximizing R&D dollars in each commitment.
* Acts as a central point of contact for business-related and vendor performance issues and facilitates contractual/financial conflict resolution where applicable
* Leads all sourcing efforts for assigned areas of support (program/study level).
* Provides scenario sourcing consultation and guidance, as required, and collaborates with other Sourcing and Enterprise Solutions (Source to Pay), Finance, Legal when appropriate.
* Implements current established sourcing strategies on an engagement basis.
* Works to negotiate contract budgets, business terms and the scopes of service with all types of service providers.
JOB RESPONSIBILITIES
* Leads all assignments using knowledge and work experience in sourcing to achieve desired results.
* Liaises frequently with stakeholders to ensure they understand and have realistic expectations of sourcing to contract process and systems.
* Partners with stakeholders to identify and evaluate available sourcing intelligence to support decision-making relative to service/resourcing need at a global and local level.
* Manages the sourcing process as an agent of BVSM:
* In collaboration with stakeholders (study team/vendor lead/business owner), gains an in-depth understanding of needs and requirements, in order to secure appropriate level of services from vendors.
* Facilitate study-level Sourcing Strategy Meetings to ensure alignment of all internal stakeholders
* Prepare Request for Information and initiate investigation for alternative vendor solutions, in the absence of an established sourcing strategy.
* Responsible for the preparation of Requests for Proposals and bid analyses.
* Requests competitive bids/proposals from CRO Preferred Providers & other technical service providers
* Pressure-tests and analyzes budget proposals and provides recommendations and analysis to internal customer for decision making
* Confirms and completes vendor selection process
* Negotiates budgets with vendors and challenges costs when appropriate.
* Directly negotiates proposed changes to standard contract language within guidelines provided by the Legal Division; escalates requested changes that fall outside of guidelines to the Legal Division and other stakeholders, as required
* Participates in special projects and/or initiatives to help achieve business objectives.
* Actively supports Pfizer's culture.
BASIC QUALIFICATIONS
* Applicants must have a bachelor's degree with 7+ years of experience OR a master's degree with 5+ years of experience OR PhD with 1+ years of experience.
* Relevant work experience in drug development across various phases of drug development.
* Relevant work experience in program and/ or project management experience in a pharmaceutical or biotech environment.
* Understanding of FDA regulations, Good Clinical Practice (GCP), and ICH guidelines; Experience working in process improvement
* Ability to manage continuous change and complex projects
* Excellent communication
* Effective interpersonal skills to ensure productive collaborations.
* Effective time management.
* Keen insight into the drug development process.
PREFERRED QUALIFICATIONS
* MBA preferred.
* At least 7 years of experience in drug development across various phases of drug development.
* A minimum of 3 years of program and/ or project management experience in a pharmaceutical or biotech environment.
* Strong outsourcing and contract management experience.
* Financial modeling experience, and past experience in cash flow optimization.
OTHER INFORMATION:
* This is a hybrid role requiring you to live within commuting distance and work on-site an average of 2.5 days per week.
* Last Date to Apply for Job: 12/12/2025
NON-STANDARD WORK SCHEDULE, TRAVEL OR ENVIRONMENT REQUIREMENTS
* Normal work hours.
* Some travel, as needed, for BVSM offsite meetings, usually 1x per year.
The annual base salary for this position ranges from $112,700.00 to $187,800.00. In addition, this position is eligible for participation in Pfizer's Global Performance Plan with a bonus target of 15.0% of the base salary and eligibility to participate in our share based long term incentive program. We offer comprehensive and generous benefits and programs to help our colleagues lead healthy lives and to support each of life's moments. Benefits offered include a 401(k) plan with Pfizer Matching Contributions and an additional Pfizer Retirement Savings Contribution, paid vacation, holiday and personal days, paid caregiver/parental and medical leave, and health benefits to include medical, prescription drug, dental and vision coverage. Learn more at Pfizer Candidate Site - U.S. Benefits | (uscandidates.mypfizerbenefits.com). Pfizer compensation structures and benefit packages are aligned based on the location of hire. The United States salary range provided does not apply to Tampa, FL or any location outside of the United States.
Relocation assistance may be available based on business needs and/or eligibility.
Sunshine Act
Pfizer reports payments and other transfers of value to health care providers as required by federal and state transparency laws and implementing regulations. These laws and regulations require Pfizer to provide government agencies with information such as a health care provider's name, address and the type of payments or other value received, generally for public disclosure. Subject to further legal review and statutory or regulatory clarification, which Pfizer intends to pursue, reimbursement of recruiting expenses for licensed physicians may constitute a reportable transfer of value under the federal transparency law commonly known as the Sunshine Act. Therefore, if you are a licensed physician who incurs recruiting expenses as a result of interviewing with Pfizer that we pay or reimburse, your name, address and the amount of payments made currently will be reported to the government. If you have questions regarding this matter, please do not hesitate to contact your Talent Acquisition representative.
EEO & Employment Eligibility
Pfizer is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Pfizer also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. Pfizer is an E-Verify employer. This position requires permanent work authorization in the United States.
Pfizer endeavors to make ********************** accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process and/or interviewing, please email disabilityrecruitment@pfizer.com. This is to be used solely for accommodation requests with respect to the accessibility of our website, online application process and/or interviewing. Requests for any other reason will not be returned.
Global Procurement
Auto-ApplyLead ABL/Factoring Portfolio Manager
Day, NY jobs
About this role:
Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.
In this role, you will:
Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
Be a key participant in large-scale planning related to a given product or specialty's business objectives
Serve as a mentor for less experienced individuals
Required Qualifications:
5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience in Asset Based Lending and Factoring
Microsoft Office: Excel, Word, PowerPoint
Strong understanding of financial statements, collateral analysis, and loan structuring.
Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow.
Excellent interpersonal, communication, and negotiation skills.
Strong understanding of commercial banking products and services.
Ability to analyze client needs and develop tailored financial solutions.
Job Expectations:
Travel: 10% of the time
This position offers a hybrid work schedule
Willingness to work on-site at stated location on the job opening.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyCIB Markets Counterparty Credit Management (CCM) Lead Portfolio Manager
Day, NY jobs
About this role:
Wells Fargo is seeking a Lead CIB Portfolio Manager (Vice President level) for its CIB Markets Counterparty Credit Management (CCM) team. CCM sits within the Corporate & Investment Banking (CIB) Markets Division and is the front line credit team responsible for underwriting, grading, and ongoing monitoring of counterparty credit exposure with certain institutional client types - mostly non-bank financial institutions such as asset managers and regulated funds, hedge funds, private equity funds, CCPs, GSEs, broker-dealers, mortgage REITs, mortgage originators, and municipalities. This role is in CCM's Regulated Funds team, with a focus on regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting traded products in CIB Markets that generate counterparty credit risk.
In this role, you will:
Focus on counterparty credit for regulated funds managed by U.S. registered investment advisors, as well as pension plans, supporting a range of traded products. This business activity may include, but is not limited to: foreign exchange, repo, securities trading, futures & OTC clearing, bilateral derivatives, securities lending & borrowing, prime brokerage, and secondary loan trading.
Conduct due diligence with regulated investment advisors, writing initial and annual credit reviews, setting and recommending credit limits for approval, monitoring client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders.
Serve as primary credit coverage for a portfolio of regulated fund counterparties.
Negotiate key credit terms in master trading agreements with regulated funds, working with internal groups and senior managers for escalation and approval where necessary.
Contribute to various CCM portfolio management tasks, portfolio reviews, periodic exposure monitoring, and policies & procedures.
Have a significant amount of interaction with internal business partners in both the CIB Markets Division and Independent Risk Management, seeking an appropriate balance between assisting front line businesses with obtaining counterparty credit approvals, while also making sound risk decisions commensurate with the firm's risk management framework.
Make decisions in complex and multi-faceted situations requiring strong understanding of the functions; products; industry sectors; risk attributes; policies; procedures; constituent, financial, and legal documents; and compliance requirements that influence and lead the broader work team to meet deliverables and drive new initiatives.
Required Qualifications:
5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
5+ years of experience in capital markets and counterparty credit risk, including the major financing and OTC traded products
Advanced aptitude with negotiating credit points in primary master trading legal agreements (ISDA, MRA, MSFTA, PB and FCM, etc.)
Strong written and verbal communication skills
Strong analytical skills with high attention to detail
Understanding of leveraged ETF's
Ability to execute in a fast paced, high demand environment while balancing multiple priorities
BS/BA degree in a related field
Job Expectations:
Ability to travel up to 10% or as needed
This position is not eligible for Visa sponsorship
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
18 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyTax Manager - ASC 740 (Hybrid)
Melville, NY jobs
Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future.
The Firm
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!
The Role
Corporate Tax ASC 740 Managers serve as members of various client service teams. Corporate Tax ASC 740 Managers must possess strong technical knowledge of corporate and partnership tax planning, consulting, compliance and ASC 740 provision work. In addition to preparing and reviewing accounting for income taxes in accordance with ASC 740, Corporate Tax ASC 740 Managers participate in identifying value-added planning opportunities and communicating with clients and financial managers. Corporate Tax ASC 740 Managers must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Senior Associates, Experienced Associates and Associates. Participation in the professional growth and development of Associates and Senior Associates is also a key component of a Corporate Tax ASC 740 Manager's responsibilities.
Managers can expect to:
* Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
* Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
* Conduct primary and secondary review of complex tax returns - including federal and state filings;
* Provide ASC 740 tax provision support and review preparation;
* Supervise train, mentor, and evaluate Interns, Associates and Senior Associates; and
* Receive formal corporate tax training, on the job training, direct feedback from top tax leaders, and the opportunity to pursue additional training through internal and external resources.
The Requirements
* Bachelor's and/or Master's degree required;
* Accounting, Finance, Economics or related degree preferred;
* Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
* At least 4 years relevant work experience with an accounting firm, including at least 3 years of Corporate Tax experience;
* Leadership and organizational skills;
* Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment;
* Excellent communication skills, both written and verbal;
* Exceptional interpersonal skills and a natural facilitator;
* Excellent problem solving and analytical skills; and Proficient use of technology including MS Excel.
Compensation and Benefits
Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.
Salary Range: For individuals hired to work in Long Island, the expected salary range for this role is $115,000 to $197,100. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set.
Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit *********************************
Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).
Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
#LI-ZS1
Tax Manager
New York, NY jobs
Hiline is a tech-enabled financial services company that helps today's builders thrive. With our team of financial experts and tailored technology platforms, we help founders and entrepreneurs get where they want to go faster by freeing them up to focus on what they do best. We streamline financial operations so they can make better business decisions. And to make it all possible, we are reimagining what the finance and accounting industry can be while providing a premium experience to customers.
We are in an exciting growth phase for the company, seeking high-energy, high-performing individuals to join us! We're looking for someone with a strong tax background, excellent problem solving skills, and a consulting and customer-centric mindset to support our work with startups. This role will manage a portfolio of tax clients, while leveraging our technology stack, automation tools, standard processes and operating model.
What You'd Do
Manage the day-to-day servicing of a portfolio of tax customers.
Prepare and review individual & business tax returns accurately for timely filing.
Perform customer multi-state compliance requirements for income tax filings.
Perform financial analysis to identify tax saving opportunities for customers.
Ensure high-value work is being prioritized, while maintaining internal controls and adherence to company procedures.
Complete work that has been committed and assigned to within the planned work period.
Be a technical resource and problem solver for team members, providing regular guidance.
Offer innovative tax planning, consulting and compliance expertise to customers.
Guide startups through key early-stage decisions (i.e., entity structure, tax matters, paying owners, etc.)
Identify emerging areas of risk for customers as it relates to federal, multi-state, international tax, legal and compliance issues.
Engage with customer's business stakeholders, attorneys, financial advisors and investors.
Understand customers' industries to provide tailored solutions.
Communicate regularly with customers, business stakeholders and financial institutions.
Collaborate with team members on problem-solving, building/enhancing processes and staying current with industry/legislative changes.
Utilize workflow management tools to prioritize and track all customer tax work to completion, ensuring visibility and transparency to the team.
Periodically lead or support team members and management on strategic initiatives and operational improvements.
Demonstrate your ability to use good judgment in balancing the needs of customers while delivering an appropriate level of service and effectively collaborating cross- functionally with fellow team members.
Effectively and clearly communicate with customers and team across various channels.
Demonstrate teamwork, by speaking confidently on all meaningful, ongoing customer matters/initiatives and that they are being delivered on plan.
Continuously seek opportunities to improve operations and company processes. Asks questions, offers ideas and suggests solutions.
Exhibit our company's brand, culture, and core values.
What You've Got
5-7 years in public and/or private accounting performing individual & business tax preparation.
Active CPA/EA license is required, with strong understanding of tax codes and laws.
Strong interpersonal and communication skills.
Able to think outside the box, effectively problem solve and collaborate with others with an eye to potential solutions.
Possess strong stakeholder management skills, with a passion for customer success.
Passion for continuous learning and general curiosity.
Must be detail-oriented, well organized, able to prioritize effectively, manage time and projects effectively.
Commitment and ability to meet critical business deadlines.
Ability to work independently and collaboratively in a remote or hybrid work environment.
Adaptable and comfortable working in a fast-paced, evolving startup-like environment.
Professional confidentiality.
Tech-savvy and highly proficient in Microsoft Suite.
Software, technology, professional services and ecommerce experience is preferred.
Capable of handling responsibilities beyond formal job duties.
What We've Got
Competitive salary and benefits package.
Opportunity to be a pioneer in building a new and improved tax offering from the ground up.
Flexible work arrangements, including remote work options.
Collaborative and inclusive company culture.
Professional development opportunities and career growth.
We take our work seriously. We're ambitious and bring our best, every day.
But we don't take ourselves too seriously. We believe life's too short to not have fun at work, and we're not down with big egos.
We like to think outside the box and create innovative solutions for our customers. We maintain a customer-centric mindset and focus on the evolving needs of our customers.
We look at challenges as opportunities. We do this by keeping a growth mindset and continuously improving our way of working.
We know our unique backgrounds make our business stronger. We value collaboration and learning from each other every day.
We've built a modern remote workplace to enable you to be your best self, personally and professionally.
Senior Tax Manager - Private Client Services (Hybrid)
Melville, NY jobs
Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future.
The Firm
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!
The Role
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Managers can expect to:
* Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
* Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
* Conduct primary and secondary review of complex tax returns - including federal and state filings;
* Draft technical tax memoranda;
* Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and
* Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
The Requirements
* 6+ years relevant work experience in an accounting firm, with at least 5 years of Private Client experience.
* Bachelor's and/or advanced degree - Accounting, Finance, Economics or related degree (Preferred).
* Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD);
* Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and
* Proficient use of technology.
Compensation and Benefits
Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.
Salary Range: For individuals hired to work in Long Island, the expected salary range for this role is $145,000 to $248,200. Actual compensation will be determined based on the candidate's qualifications, experience, and skill set.
Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm's 401(k) plan upon hire. We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit *********************************
Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).
Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities as required by law.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
#LI-ZS1
Branch Manager
Albany, NY jobs
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
Job Description
We are looking for a Branch Manager to join our Rexel team in Albany, NY!
Summary:
The Branch Manager is responsible for developing/coaching their team and providing the profitable and safe functioning of the branch. The Branch Manager reviews all aspects of branch operations, interprets corporate goals, prepares and executes annual budgets, and plans and implements sales and operational initiatives to achieve profitable business growth. Responsibilities include but are not limited to safety, personnel, facility, inventory, equipment, and the overall business results.
What You'll Do:
Drive profitability by utilizing company digital tools to maximize all aspects of branch performance. Lead external digital strategy through customer digital adoption
Provide leadership, motivation, direction, and training to branch personnel. Recognize personnel problems and take corrective actions as needed
Ensure branch personnel have the tools necessary to achieve highest levels of sales potential
Effectively manage branch Profit and Loss (P&L) to meet or exceed total sales, GE sales, net income, asset management targets, and expense budgets
Implement branch security and safety standards by conducting facility and asset inspections and taking corrective actions to support controls
Remain knowledgeable and current about markets served, customers, vendors, and competitors
Maintain and develop positive relationships with existing and prospective customers and vendors, demonstrate excellent customer service and set an example for other staff
Conduct/oversee inventory control procedures and ensure appropriate inventory levels are maintained
Collaborate with key partners, managers, sales, and marketing to support branch mission, strategies, and growth goals
May fill in for branch and warehouse roles and makes deliveries as needed
Perform other duties as assigned
Qualifications
Valid Driver's License
High School or GED - Required
4 Year / Bachelor's Degree - Preferred
Knowledge and experience in inventory control and warehouse operations
Ability to manage P&Ls preferred
Ability to develop and implement sales strategies
Sales and service oriented, self-motivated, dependable, possess excellent leadership and customer service skills
Excellent written, verbal, interpersonal, and presentation skills are required
Strong negotiation and interpersonal skills
Experience with Microsoft Office and ERP system such as Solar Eclipse
Ability to develop and coach a team
Additional Information
Physical Demands:
Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
Up to 10 pounds - Constantly - at least 51%
Up to 25 pounds - Frequently - 21% to 50%
Up to 50 pounds - Occasionally - up to 20%
Working Environment:
Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20%
Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
Handles or works with potentially dangerous equipment - Occasionally - up to 20%
Travels to offsite locations - Occasionally - up to 20%
For the state of New York only, the salary range is 80K-95k plus commission, depending upon qualifications, experience and other considerations permitted by law.
Disclaimer:
“Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.”
#CAMP
Our Benefits Include:
Medical, Dental, and Vision Insurance
Life Insurance
Short-Term and Long-Term Disability Insurance
401K with Employer Match
Paid vacation and sick time
Paid company holidays plus flexible personal days per year
Tuition Reimbursement
Health & Wellness Programs
Flexible Spending Accounts
HSA Accounts
Commuter Transit Benefits
Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
Employee Discount Programs
Professional Training & Development Programs
Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Branch Manager
Albany, NY jobs
We are looking for a Branch Manager to join our Rexel, USA team in Albany, NY!
Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
Job Description
We are looking for a Branch Manager to join our Rexel team in Albany, NY!
Summary:
The Branch Manager is responsible for developing/coaching their team and providing the profitable and safe functioning of the branch. The Branch Manager reviews all aspects of branch operations, interprets corporate goals, prepares and executes annual budgets, and plans and implements sales and operational initiatives to achieve profitable business growth. Responsibilities include but are not limited to safety, personnel, facility, inventory, equipment, and the overall business results.
What You'll Do:
Drive profitability by utilizing company digital tools to maximize all aspects of branch performance. Lead external digital strategy through customer digital adoption
Provide leadership, motivation, direction, and training to branch personnel. Recognize personnel problems and take corrective actions as needed
Ensure branch personnel have the tools necessary to achieve highest levels of sales potential
Effectively manage branch Profit and Loss (P&L) to meet or exceed total sales, GE sales, net income, asset management targets, and expense budgets
Implement branch security and safety standards by conducting facility and asset inspections and taking corrective actions to support controls
Remain knowledgeable and current about markets served, customers, vendors, and competitors
Maintain and develop positive relationships with existing and prospective customers and vendors, demonstrate excellent customer service and set an example for other staff
Conduct/oversee inventory control procedures and ensure appropriate inventory levels are maintained
Collaborate with key partners, managers, sales, and marketing to support branch mission, strategies, and growth goals
May fill in for branch and warehouse roles and makes deliveries as needed
Perform other duties as assigned
Qualifications
Valid Driver's License
High School or GED - Required
4 Year / Bachelor's Degree - Preferred
Knowledge and experience in inventory control and warehouse operations
Ability to manage P&Ls preferred
Ability to develop and implement sales strategies
Sales and service oriented, self-motivated, dependable, possess excellent leadership and customer service skills
Excellent written, verbal, interpersonal, and presentation skills are required
Strong negotiation and interpersonal skills
Experience with Microsoft Office and ERP system such as Solar Eclipse
Ability to develop and coach a team
Additional Information
Physical Demands:
Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
Up to 10 pounds - Constantly - at least 51%
Up to 25 pounds - Frequently - 21% to 50%
Up to 50 pounds - Occasionally - up to 20%
Working Environment:
Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20%
Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
Handles or works with potentially dangerous equipment - Occasionally - up to 20%
Travels to offsite locations - Occasionally - up to 20%
For the state of New York only, the salary range is 80K-95k plus commission, depending upon qualifications, experience and other considerations permitted by law.
Disclaimer:
“Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.”
#CAMP
Our Benefits Include:
Medical, Dental, and Vision Insurance
Life Insurance
Short-Term and Long-Term Disability Insurance
401K with Employer Match
Paid vacation and sick time
Paid company holidays plus flexible personal days per year
Tuition Reimbursement
Health & Wellness Programs
Flexible Spending Accounts
HSA Accounts
Commuter Transit Benefits
Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
Employee Discount Programs
Professional Training & Development Programs
Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Branch Manager
Albany, NY jobs
We are looking for a Branch Manager to join our Rexel, USA team in Albany, NY! Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
Job Description
We are looking for a Branch Manager to join our Rexel team in Albany, NY!
Summary:
The Branch Manager is responsible for developing/coaching their team and providing the profitable and safe functioning of the branch. The Branch Manager reviews all aspects of branch operations, interprets corporate goals, prepares and executes annual budgets, and plans and implements sales and operational initiatives to achieve profitable business growth. Responsibilities include but are not limited to safety, personnel, facility, inventory, equipment, and the overall business results.
What You'll Do:
* Drive profitability by utilizing company digital tools to maximize all aspects of branch performance. Lead external digital strategy through customer digital adoption
* Provide leadership, motivation, direction, and training to branch personnel. Recognize personnel problems and take corrective actions as needed
* Ensure branch personnel have the tools necessary to achieve highest levels of sales potential
* Effectively manage branch Profit and Loss (P&L) to meet or exceed total sales, GE sales, net income, asset management targets, and expense budgets
* Implement branch security and safety standards by conducting facility and asset inspections and taking corrective actions to support controls
* Remain knowledgeable and current about markets served, customers, vendors, and competitors
* Maintain and develop positive relationships with existing and prospective customers and vendors, demonstrate excellent customer service and set an example for other staff
* Conduct/oversee inventory control procedures and ensure appropriate inventory levels are maintained
* Collaborate with key partners, managers, sales, and marketing to support branch mission, strategies, and growth goals
* May fill in for branch and warehouse roles and makes deliveries as needed
* Perform other duties as assigned
Qualifications
* Valid Driver's License
* High School or GED - Required
* 4 Year / Bachelor's Degree - Preferred
* Knowledge and experience in inventory control and warehouse operations
* Ability to manage P&Ls preferred
* Ability to develop and implement sales strategies
* Sales and service oriented, self-motivated, dependable, possess excellent leadership and customer service skills
* Excellent written, verbal, interpersonal, and presentation skills are required
* Strong negotiation and interpersonal skills
* Experience with Microsoft Office and ERP system such as Solar Eclipse
* Ability to develop and coach a team
Additional Information
Physical Demands:
* Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
* Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
* Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
* Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
* Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
* Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
* Up to 10 pounds - Constantly - at least 51%
* Up to 25 pounds - Frequently - 21% to 50%
* Up to 50 pounds - Occasionally - up to 20%
Working Environment:
* Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20%
* Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
* Handles or works with potentially dangerous equipment - Occasionally - up to 20%
* Travels to offsite locations - Occasionally - up to 20%
For the state of New York only, the salary range is 80K-95k plus commission, depending upon qualifications, experience and other considerations permitted by law.
Disclaimer:
"Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law."
#CAMP
Our Benefits Include:
* Medical, Dental, and Vision Insurance
* Life Insurance
* Short-Term and Long-Term Disability Insurance
* 401K with Employer Match
* Paid vacation and sick time
* Paid company holidays plus flexible personal days per year
* Tuition Reimbursement
* Health & Wellness Programs
* Flexible Spending Accounts
* HSA Accounts
* Commuter Transit Benefits
* Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
* Employee Discount Programs
* Professional Training & Development Programs
* Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Branch Manager
Adams Center, NY jobs
Monroe Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With 18 locations throughout New York, Pennsylvania, Vermont, Connecticut, and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding in 1951, the industries we serve have been transformed by the technologies, equipment, and capabilities undreamed of decades ago. But the people we serve haven't changed, and neither have we. We're still a family-owned business!
The Branch Manager is a dynamic and results-driven leader responsible for overseeing all aspects of branch operations-including sales, service, parts, and rental-with a strong focus on achieving budgetary targets, driving growth, and delivering an exceptional customer experience. This on-site leadership role requires a strategic thinker with strong business acumen, proven operational management skills, and a passion for team development.
As the Branch Manager, you will mentor and motivate a cross-functional team to meet or exceed key performance metrics while fostering a culture of accountability, collaboration, and continuous improvement. You will ensure all departments operate in alignment with company policies and procedures, using data-driven decision-making and emotional intelligence to lead effectively. Strong communication and interpersonal skills are essential as you act as a liaison between the branch and corporate leadership-partnering closely with Directors and executive leadership to recommend and implement best practices that enhance profitability, efficiency, and customer satisfaction.
This is a full-time, on-site position reporting directly to the Operations Director
.
Salary Range: $80,000 - $110,000 plus the opportunity to earn a generous annual incentive bonus
Benefits
Medical, Dental & Vision Insurance
401K Plan + Match
Competitive Paid Time Off Policy
Short/Long Term Disability
Family-owned and operated
Annual Reviews
Generous Annual Incentive Bonus Plan
Skills
Excellent communicator who can deliver clear direction and is not afraid of having challenging conversations, particularly about performance.
Leadership-minded, with the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.
High sense of urgency and high level of energy
Ability to gather, analyze, interpret, and communicate complex and disparate forms of written and verbal data and information and identify trends that may indicate high-risk issues to develop contingency plans and corrective action.
Able to effectively use Outlook, excel, word, and other software options to organize and track day-to-day business responsibilities. Familiarity with working with CRM, or other ERP systems.
Act in the capacity of a role model by displaying behaviors and actions that support the MT culture and values and hold others accountable to cultural values and behaviors.
Responsibilities
Develops annual objectives and expense budgets for the branch. Approve department goals and budgets.
Establish regularly occurring L10 meetings designed to; foster collaboration, create and complete specific branch goals, and improve communication within all departments.
Ensures that all authorized plans and programs are carried out by the department heads relating to volume, profit, product mix, and market penetration.
Responsible for the recruiting/hiring/developing/coaching of branch personnel, particularly the branch department managers. Leverage various company assets, including OEM vendors, Directors, and HR, to create appropriate personal improvement programs, and regularly occurring one-on-ones to increase the effectiveness of department manager's leadership abilities.
Constantly evaluates pricing, distribution, and competitive actions and policies. Implements changes to improve branch sales volume and profit.
Ensures that all orders, and other customer communications, are promptly and accurately handled.
Measures allowance on trade-ins with the sales manager to ensure fast turnaround. Ensures a balance between new and used equipment sales; helps to establish the number of repairs on trade-ins, repossessions, and rentals. Ensures repairs are complete within the target time frame.
Recommends the acquisition of additional lines of equipment or changes in present lines. Examines equipment records regularly.
Quarterly, evaluate department manager's performance and expense against planned goals. With the approval of the Operations Director, helps to establish a compensation program for the department managers and employees, and modify it as necessary.
Responsible for the enforcement of all company policy rules and regulations affecting branch personnel and demonstrates judgment that aligns with the brand when making business decisions.
Maintains proper records, submits necessary reports, checks customer credit status, controls expenditures, and is responsible for all company assets.
Responsible for maintaining customer relations on a firm, fair, and harmonious basis and can maintain composure during stressful times.
Works closely with the company functional managers, cooperates with manufacturers' representatives, maintains and sells the company image, conducts meetings, and performs other duties, as assigned by the President and Operations Director.
Submits monthly, quarterly, and yearly plans, with results to the Operations Director
Develops and implements corrective action plans, in areas where objectives are not realized.
Empower staff in the execution of the operating plan along with providing meaningful feedback
Method of Measurement
Actual-to-budget results in top-line revenue, profitability, and expense objectives as reported through our CDK financial reports.
Performance of the responsibilities, as outlined in this job description.
Successful completion of monthly, quarterly, and yearly objectives, as defined in the Branch Operation Plan and other KPI's as needed.
Yearly performance review
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Pay is commensurate with the applicant's experience, as it relates to the position.
Pay Range$80,000-$110,000 USD
Auto-ApplyBranch Manager
Adams Center, NY jobs
Monroe Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With 18 locations throughout New York, Pennsylvania, Vermont, Connecticut, and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding in 1951, the industries we serve have been transformed by the technologies, equipment, and capabilities undreamed of decades ago. But the people we serve haven't changed, and neither have we. We're still a family-owned business!
The Branch Manager is a dynamic and results-driven leader responsible for overseeing all aspects of branch operations-including sales, service, parts, and rental-with a strong focus on achieving budgetary targets, driving growth, and delivering an exceptional customer experience. This on-site leadership role requires a strategic thinker with strong business acumen, proven operational management skills, and a passion for team development.
As the Branch Manager, you will mentor and motivate a cross-functional team to meet or exceed key performance metrics while fostering a culture of accountability, collaboration, and continuous improvement. You will ensure all departments operate in alignment with company policies and procedures, using data-driven decision-making and emotional intelligence to lead effectively. Strong communication and interpersonal skills are essential as you act as a liaison between the branch and corporate leadership-partnering closely with Directors and executive leadership to recommend and implement best practices that enhance profitability, efficiency, and customer satisfaction.
This is a full-time, on-site position reporting directly to the Operations Director
.
Salary Range: $80,000 - $110,000 plus the opportunity to earn a generous annual incentive bonus
Benefits
Medical, Dental & Vision Insurance
401K Plan + Match
Competitive Paid Time Off Policy
Short/Long Term Disability
Family-owned and operated
Annual Reviews
Generous Annual Incentive Bonus Plan
Skills
Excellent communicator who can deliver clear direction and is not afraid of having challenging conversations, particularly about performance.
Leadership-minded, with the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.
High sense of urgency and high level of energy
Ability to gather, analyze, interpret, and communicate complex and disparate forms of written and verbal data and information and identify trends that may indicate high-risk issues to develop contingency plans and corrective action.
Able to effectively use Outlook, excel, word, and other software options to organize and track day-to-day business responsibilities. Familiarity with working with CRM, or other ERP systems.
Act in the capacity of a role model by displaying behaviors and actions that support the MT culture and values and hold others accountable to cultural values and behaviors.
Responsibilities
Develops annual objectives and expense budgets for the branch. Approve department goals and budgets.
Establish regularly occurring L10 meetings designed to; foster collaboration, create and complete specific branch goals, and improve communication within all departments.
Ensures that all authorized plans and programs are carried out by the department heads relating to volume, profit, product mix, and market penetration.
Responsible for the recruiting/hiring/developing/coaching of branch personnel, particularly the branch department managers. Leverage various company assets, including OEM vendors, Directors, and HR, to create appropriate personal improvement programs, and regularly occurring one-on-ones to increase the effectiveness of department manager's leadership abilities.
Constantly evaluates pricing, distribution, and competitive actions and policies. Implements changes to improve branch sales volume and profit.
Ensures that all orders, and other customer communications, are promptly and accurately handled.
Measures allowance on trade-ins with the sales manager to ensure fast turnaround. Ensures a balance between new and used equipment sales; helps to establish the number of repairs on trade-ins, repossessions, and rentals. Ensures repairs are complete within the target time frame.
Recommends the acquisition of additional lines of equipment or changes in present lines. Examines equipment records regularly.
Quarterly, evaluate department manager's performance and expense against planned goals. With the approval of the Operations Director, helps to establish a compensation program for the department managers and employees, and modify it as necessary.
Responsible for the enforcement of all company policy rules and regulations affecting branch personnel and demonstrates judgment that aligns with the brand when making business decisions.
Maintains proper records, submits necessary reports, checks customer credit status, controls expenditures, and is responsible for all company assets.
Responsible for maintaining customer relations on a firm, fair, and harmonious basis and can maintain composure during stressful times.
Works closely with the company functional managers, cooperates with manufacturers' representatives, maintains and sells the company image, conducts meetings, and performs other duties, as assigned by the President and Operations Director.
Submits monthly, quarterly, and yearly plans, with results to the Operations Director
Develops and implements corrective action plans, in areas where objectives are not realized.
Empower staff in the execution of the operating plan along with providing meaningful feedback
Method of Measurement
Actual-to-budget results in top-line revenue, profitability, and expense objectives as reported through our CDK financial reports.
Performance of the responsibilities, as outlined in this job description.
Successful completion of monthly, quarterly, and yearly objectives, as defined in the Branch Operation Plan and other KPI's as needed.
Yearly performance review
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Pay is commensurate with the applicant's experience, as it relates to the position.
Pay Range$80,000-$110,000 USD
Branch Manager
Albany, NY jobs
We are looking for a Branch Manager to join our Rexel, USA team in Albany, NY! Rexel USA is one of the largest distributors of electrical products, data communication, and related supplies in the United States. Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. In addition to an online store, Rexel USA has a distribution network of over 460 warehouse storefront locations throughout the U.S.
Job Description
We are looking for a Branch Manager to join our Rexel team in Albany, NY!
Summary:
The Branch Manager is responsible for developing/coaching their team and providing the profitable and safe functioning of the branch. The Branch Manager reviews all aspects of branch operations, interprets corporate goals, prepares and executes annual budgets, and plans and implements sales and operational initiatives to achieve profitable business growth. Responsibilities include but are not limited to safety, personnel, facility, inventory, equipment, and the overall business results.
What You'll Do:
Drive profitability by utilizing company digital tools to maximize all aspects of branch performance. Lead external digital strategy through customer digital adoption
Provide leadership, motivation, direction, and training to branch personnel. Recognize personnel problems and take corrective actions as needed
Ensure branch personnel have the tools necessary to achieve highest levels of sales potential
Effectively manage branch Profit and Loss (P&L) to meet or exceed total sales, GE sales, net income, asset management targets, and expense budgets
Implement branch security and safety standards by conducting facility and asset inspections and taking corrective actions to support controls
Remain knowledgeable and current about markets served, customers, vendors, and competitors
Maintain and develop positive relationships with existing and prospective customers and vendors, demonstrate excellent customer service and set an example for other staff
Conduct/oversee inventory control procedures and ensure appropriate inventory levels are maintained
Collaborate with key partners, managers, sales, and marketing to support branch mission, strategies, and growth goals
May fill in for branch and warehouse roles and makes deliveries as needed
Perform other duties as assigned
Qualifications
Valid Driver's License
High School or GED - Required
4 Year / Bachelor's Degree - Preferred
Knowledge and experience in inventory control and warehouse operations
Ability to manage P&Ls preferred
Ability to develop and implement sales strategies
Sales and service oriented, self-motivated, dependable, possess excellent leadership and customer service skills
Excellent written, verbal, interpersonal, and presentation skills are required
Strong negotiation and interpersonal skills
Experience with Microsoft Office and ERP system such as Solar Eclipse
Ability to develop and coach a team
Additional Information
Physical Demands:
Sit: Must be able to remain in a stationary position - Frequently - 21% to 50%
Walk: Must be able to move about inside/outside office or work location - Frequently - 21% to 50%
Use hands to finger, handle, or feel: Operates a computer and other office machinery - Constantly - at least 51%
Stoop, kneel, crouch, or crawl: Must be able to crouch down to stock shelves, pick up boxes, or position oneself to maintain computers in the lab/under desks/in server closet - Occasionally - up to 20%
Climb or balance: Must be able to ascend/descend on a ladder, forklift, pallet jack, or other warehouse equipment - Occasionally - up to 20%
Talk, hear, taste, smell: Must be able to use senses to effectively communicate with co-workers and clients and detect hazardous conditions - Constantly - at least 51%
Weight and Force Demands:
Up to 10 pounds - Constantly - at least 51%
Up to 25 pounds - Frequently - 21% to 50%
Up to 50 pounds - Occasionally - up to 20%
Working Environment:
Exposed to unpleasant or disagreeable physical environment such as high noise level and/or exposure to heat and cold - Occasionally - up to 20%
Exposed to electrical hazards; risk of electrical shock - Occasionally - up to 20%
Handles or works with potentially dangerous equipment - Occasionally - up to 20%
Travels to offsite locations - Occasionally - up to 20%
For the state of New York only, the salary range is 80K-95k plus commission, depending upon qualifications, experience and other considerations permitted by law.
Disclaimer:
“Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.”
#CAMP
Our Benefits Include:
Medical, Dental, and Vision Insurance
Life Insurance
Short-Term and Long-Term Disability Insurance
401K with Employer Match
Paid vacation and sick time
Paid company holidays plus flexible personal days per year
Tuition Reimbursement
Health & Wellness Programs
Flexible Spending Accounts
HSA Accounts
Commuter Transit Benefits
Additional Optional Insurance such as Pet Insurance, Legal Assistance, Critical Illness, Home and Auto Insurance to name a few.
Employee Discount Programs
Professional Training & Development Programs
Career Advancement Opportunities - We like to promote from within
Our goal is to create a workplace where everyone feels respected, valued, and empowered to succeed as we understand that our success and innovation is enhanced by an inclusive and diverse workforce.
Rexel USA (A VEVRAA Federal Contractor), and its affiliated companies, is an EEO/Disabled/Veterans employer. All qualified candidates will receive consideration for employment without regard to any characteristics protected by law.
Bilingual Collections Manager
Amityville, NY jobs
We are Hiring Immediately! It's Your Career. Own it!
At Rent-A-Center, we believe in putting people in control of their future. We are hiring immediately talented team members that provide great customer service and have excellent sales skills in a retail type environment.
We are hiring immediately talented future store managers that want to move up with the company and that will provide excellent customer service. You will train and develop your teammates in your department; you will oversee managing inventory and you will be expected to provide great customer service. We're seeking driven, retail sales minded individuals capable of managing people, inventory and accounts in order to grow our business. Bottom line, if you are looking for a stable job that provides an opportunity for a long successful career, this is the job for you! We are hiring immediately, are you ALL IN?
Why should you work at RAC?
Move your career to the center of an industry-leading company. We make a point to promote from within. Endless growth potential? The chance to work with top brands and top talent? Yes, you can do all that & more!
Do you have what it takes?
• Must be at least 21 years of age
• High school diploma or GED
• Valid state driver's license and good driving record
We care for our employees.
How would you like to have Sundays off? Yes, every Sunday. How would you like to get paid every Friday? Yes, every Friday. We offer a comprehensive and competitive benefits package that includes everything from health insurance to a 401(k) and generous paid time off. But you'll find the real benefits to joining us comes from within. You can work your way to the future you want. We'll help you own it!
Job Type:
• Full-time
Experience:
• Customer Service: 1 year (Preferred)
Education:
• High school or equivalent (Required)
License:
• Driver's License (Required), driving the company vehicle required
Supplemental pay
Bonus pay
Benefits
Paid time off
Health insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) matching
401(k)
Employee discount
Paid training
Profit sharing
Tax Manager
New York, NY jobs
About Us: DailyPay is transforming the way people get paid. As a worktech company and the industry's leading on demand pay solution, DailyPay uses an award-winning technology platform to help America's top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace.
DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center.
The Role:
The Tax Manager will be responsible for overseeing and managing the tax compliance and reporting processes. This role requires a strategic thinker who can collaborate effectively with internal and external stakeholders to ensure compliance with federal, state, and international tax laws.
If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications.
How You Will Make an Impact:
Review Federal and State tax compliance processes prepared by external tax advisors, including tax returns, quarterly estimates, and extensions
Manage the US tax provision process under ASC 740, collaborating with external tax advisors
Monitor state nexus and filings to ensure compliance with state tax laws and regulations, identifying potential areas of risk or exposure
Assist with state tax audits, inquiries, and notices, including responding to information requests and negotiating settlements with tax authorities
Prepare continuously for major tax deadlines throughout the year
Research and work with advisors to keep updated with sales and use tax consequences for the US business
Oversee all local non-income tax filings and payments
What You Bring to The Team:
Bachelor's degree in Accounting required; CPA/MST preferred.
5+ years of progressive tax compliance and/or consulting experience
Experience with OneSource Tax Provision and NetSuite strongly preferred
Energetic, forward-thinking, creative individual with high ethical standards and accountability
Excellent communication and interpersonal skills to effectively collaborate with stakeholders
Strong attention to detail and ability to work under tight deadlines
Ability to explain tax concepts to non-tax stakeholders
What We Offer:
Exceptional health, vision, and dental care
Opportunity for equity ownership
Life and AD&D, short- and long-term disability
Employee Assistance Program
Employee Resource Groups
Fun company outings and events
Unlimited PTO
401K with company match
Auto-Apply