Client Executive-Energy
Powerplan Holdings
Remote job
The Client Executive - Energy will play a pivotal role in driving the sales and revenue growth of professional services and products tailored to the utility industry. This senior leadership position requires a dynamic individual with deep industry expertise and a proven track record of success in tax or accounting roles within utilities. The primary focus will be on developing and executing comprehensive account strategies, building and maintaining relationships with key decision-makers, and positioning PowerPlan as a leading provider of Tax and Accounting solutions for the utility sector. Acting as a subject matter expert, the Client Executive will partner closely with sales representatives to close complex deals, providing the necessary expertise to effectively communicate the value of PowerPlan's offerings. This role involves significant collaboration with various internal teams, including Product Development, Marketing, and Customer Success, to ensure alignment of sales strategies with product roadmaps and to drive customer satisfaction. The Client Executive will also be a thought leader in the industry, attending and presenting at key industry events to stay abreast of market trends and support PowerPlan's growth and profitability. Desired Candidate Profile We are looking for a highly experienced accounting professional with extensive and diversified leadership experience in the regulated utility industry, specializing in regulatory plant and tax accounting. A proven record of success in managing teams and providing tax support in regulatory proceedings, Skilled in PowerPlan tax and plant accounting software and knowledgeable about GAAP, regulatory, and tax compliance. An ideal candidate would be: Analytical and Efficient: With a demonstrated background in tax filing, financial analysis, federal and state regulation operation, technical writing, tax law research, depreciation study filings, regulatory compliance maintenance, report preparation, and auditing. Experience in the Electric and Gas Industry: Utilizes excellent interpersonal skills to liaise with external business partners, internal teams, and senior leadership. A Proven Problem Solver: With an aptitude for resolving issues, ensuring accuracy, and minimizing tax exposure. Responsibilities Key Performance Objectives Develop and Implement Account Strategy: Increase account engagements within targeted Utility accounts. Work closely with sales teams to identify opportunities and assist in closing complex deals. Complete the development and initial implementation of the strategic and tactical plans to meet these goals within the first 6 months. Build and Maintain Client Relationships: Be a trusted advisor to the highest-level decision-makers for current and prospective Utility customers. Facilitate business development through face-to-face meetings and provide leadership of all business development activities. Serve as Subject Matter Expert for our solutions: Communicate the value proposition of PowerPlan's products and services. Deliver and coach others on high-impact presentations and workshops. Develop and maintain a strong knowledge base of PowerPlan's products and services. Attend industry events and become a recognized presence in the Utility industry that affirms PowerPlan as a thought leader in the market. Customer Feedback and Product Development: Gather and relay customer feedback to the product development team to inform product roadmaps. Collaborate with Product Development and Marketing teams to align sales strategies with product roadmaps. Qualifications Educational Background: Bachelor's degree required; MBA or advanced degree preferred. Industry Experience: 10+ years of experience in tax or accounting roles, business development, or direct industry experience within the utilities sector, with specific expertise in utilizing PowerPlan's solutions. Technical Proficiency: Strong technical background with experience in software solutions, cloud computing, SaaS, and enterprise software. Communication Skills: Excellent communication and presentation skills, with the ability to convey complex technical concepts to diverse audiences within the utility industry. Strategic Thinking: Strategic thinker with strong problem-solving skills and the ability to work collaboratively across departments. Travel Willingness: Willingness to travel as needed to support sales efforts and customer engagements within the utility sector. PowerPlan is an EOE *************************************************$104k-212k yearly est. Auto-Apply 60d+ agoHead of Global Equity Administration
Stripe
Remote job
Stripe is a financial infrastructure platform that helps millions of businesses accept payments, grow revenue, and accelerate opportunities. Our mission is to increase the GDP of the internet, providing an unprecedented opportunity to contribute to the global economy. About the team The Total Rewards team ensures equitable and competitive compensation (cash, bonus, and equity) for all Stripes, reflective of their location. We align compensation programs with Stripe's business priorities to attract, retain, develop, and engage talent. What you'll do Stripe seeks an exceptional, hands-on leader to define the vision and guide our global equity programs into their next phase. You will strategize for continued growth globally, operating with significant autonomy and setting goals that focus on long-term scalability. This role is accountable for all equity aspects, including data integrity and scaling systems and processes. You will develop and manage the equity administration team and report to the Head of Total Rewards. Responsibilities Lead the Global Equity Management (GEM) team, autonomously defining its scope, vision, and challenging goals in alignment with overall company and talent strategy Oversee and inspire a globally distributed team, primarily working through and with others to accomplish work and ensure their success with clear guidance, direction, and coaching Determine and own the operating model for the GEM team, including vendor strategy, with a strong emphasis on enhancing the user (employee) experience and creating global, scalable playbooks to prevent single points of failure Proactively identify and optimize global equity policies and processes, anticipating industry trends and potential long-term issues before they become crises, and building solutions for long-term growth and scalability Serve as a trusted internal advisor, seeing problems others don't, rallying teams to create solutions, and providing deep subject matter expertise to navigate complex equity situations and compliance obligations Lead complex cross-functional collaborations with key internal partners (Legal, Corporate Tax, Accounting, Finance, Investor Relations, Payroll, Recruiting, People Partners, Benefits, Compensation), influencing and getting other teams on board with the team's vision to design and implement global equity processes and program enhancements Ensure global tax compliance for applicable employees by actively partnering with the tax team on global reporting and anticipating regulatory changes Lead large and complex global equity projects from inception to completion, including advising on M&A activity, scoping time/fiscal budgeting, cross-dependencies, and setting Stripe's goals for all involved Serve as the ultimate point of escalation for any GEM-related challenges Partner strategically with the Finance team and People team leaders to set and manage GEM team budgets Utilize deep data analysis and solicit feedback to make informed, impactful equity-related recommendations and decisions, considering user experience, costs, and ROI on equity programs Anticipate and influence the business regarding changing regulations and policies related to equity, strategizing communication plans and outreach as needed to prepare the company for future impacts Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements A Bachelor's degree A background of at least 7+ years of experience in global equity management and administration, including at least 3+ years of leading the function and a distributed team CEP Level 3 designation required Proven experience managing global external providers such as vendors and consultants Strong knowledge of global equity laws, regulations, and processes Preferred qualifications Experience with Shareworks/Morgan Stanley/E*Trade Experience scaling equity at a fast growing company in both the private and public sector Very deep subject matter expertise in multiple equity areas, with the ability to independently acquire knowledge for complex new issues and execute resolutions Highly collaborative, yet independently drives complex, company-wide projects and decisions forward through indirect influence and strategic leadership Thinks strategically and creatively, identifying and solving problems others don't see, reexamining assumptions to define long-term vision and build pre-emptive solutions to potential crises Effectively manages multiple, competing priorities and large, complex projects with urgency and focus, including scoping, budgeting, and managing cross-dependencies Demonstrated literacy in AI concepts and applications$70k-140k yearly est. Auto-Apply 10d agoTax Processing Associates & Specialists
Vertex
Remote job
This position performs a wide range of sales and use tax (SUT) compliance functions in a team-based, collaborative environment. Understand various business entities (retail, service, manufacturing, leasing, etc.) and the related SUT compliance details involved. Accountable for the accuracy, integrity, and timely filing of the client's returns and payments. Responsible for building and maintaining client relationships by acting as the dedicated specialist. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Prepare Clients' sales and use tax returns for the time sensitive SUT compliance cycle. This will include: Communicate frequently with Client contacts via phone and e-mail Review Client tax data for accuracy, investigate questionable data and take corrective action when necessary Properly format and import monthly tax data to Vertex Indirect Tax Returns software Review and reconcile SUT returns using established best practices Confirm Client approvals and process and requested revisions Collaborate with other staff to complete the submissions returns and payments Timely initiate electronic filings and payments Prepare and maintain monthly client tax compliance reports Track and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolution Prepare and submit sales tax registrations on behalf of clients Reconcile bank activity for assigned clients Exercise significant and independent professional judgment to resolve more complex tax reporting problems Participate in new client implementations and successfully transition clients to other staff members with appropriate training Assist with special projects and new hire training. Lead or participate in projects or other duties to support the business Ability to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each month Returns volume supported expanding to approximate 600 returns per month within (6) months with moderate to complex client complexity Assist with new client onboarding Assist with new hire training Work independently after (3) months Participates in projects and performs other duties as assigned. SUPERVISORY RESPONSIBILITIES: N/A KNOWLEDGE, SKILLS AND ABILITIES: Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns Proficient in Microsoft Outlook, Word and Excel Excellent oral and written communication skills and interpersonal skills Must be detailed oriented and have strong organizational skills Must be a self-starter, able to operate under minimum supervision Demonstrate customer focused mentality, and be a team player Must be able to adhere to tight monthly deadlines, with strong time management and organizational skills Strong diplomacy skills are required Ability to develop and apply professional concepts to resolve issues with moderate to significant scope. Exercise independent judgement on new projects or assignments. Possess strong interpersonal skills to build productive internal/external working relationships. EDUCATION AND TRAINING: Bachelor's degree in accounting, finance or similar required. Six (6) plus years of sales & use tax compliance experience. Or equivalent combination of education and/or experience. Other Qualifications The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. • Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. • Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough. • Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. • Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. • Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions. COMMENTS: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time. Pay Transparency Statement: US Base Salary Range: $56,900.00 - $74,000.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements .$56.9k-74k yearly Auto-Apply 45d agoAdult Webcam Creator/Model Females 18+ Work at Home Nashville, TN
Camsharks/Camsharkslive
Remote job
CamSharks.com is currently seeking multiple enthusiastic, dynamic adult females 18+ to join our home-based live webcam modeling team in the Nashville, TN, and the surrounding areas. As a leading player in the webcam industry, we offer independent contractor based, high paying remote model positions that provide flexibility and growth potential that is absolutely unmatched in this day and age. This is a 100% work from home opportunity that costs nothing to join and nothing to try. We take an industry low of only 3% and only AFTER you make your money FIRST! Make nothing? We get nothing. That's how confident we are you'll succeed! We have over 16 years of real-webcam experience, CamSharks is dedicated to providing top-notch, live customer model support and free learn-at-your-own-speed training video series that lets you learn at your own pace, without pressure. Whether you're a seasoned professional or new to the industry, we welcome applicants from all backgrounds (18+ only). Our part-time webcam modeling positions offer the flexibility you crave, with earnings ranging from $800 to $2,000 per week, consistently. Meanwhile, full-time models have the opportunity to earn even more, with salaries ranging from $2,000 to $10,000 per week. Unlike other platforms, we prioritize transparency and reliability, ensuring no surprise chargebacks on your hard-earned earnings. Payments are hassle-free and issued weekly through various convenient methods, including Bank Check via US mail, ACH Direct Deposit, Paxum online payments, or Bank Check via FedEx. As an independent contractor, you'll have full control over your schedule and workload. At tax time, you'll receive a 1099 form, and we'll provide you with expert guidance and financial strategies to ensure seamless tax compliance and financial success on the platform. From maximizing your earning potential to identifying the most lucrative shifts, we're here to support your journey every step of the way. Seize this opportunity to take control of your financial future and join our community of empowered webcam models today!" If you're ready to take the next step, join the world's most dynamic webcam team, apply now and become part of the CamSharks.com family! Experience the excitement of working with a company that values your growth and success. You'll never worry about how to pay your bills again. Questions? CamSharks.com / Webcam ModelingGuide.com Click Apply Below to Be Sent the Direct New Model Signup Link!$800-2k weekly 60d+ agoSoftware and Cloud Security Lead (Remote)
Map Ssg
Remote job
We cryptocurrency portfolio tracking and tax compliance simple. Enabling consumers and businesses to seamlessly track their cryptocurrency portfolio, investment performance, taxes, and more. We are a globally distributed team on a mission to enable everyone in the world to use crypto with peace of mind. Some things we're proud of 🛠️ Building foundational tools in the cryptocurrency space 📄 Over 1M tax forms generated 💲 $250B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market) 🤝 Partnered with Coinbase, H&R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap 🗺️ Founders: Jon previously built TextNow (200M downloads), Chandan was previously a product manager at Google & Google[x] 💼 $100M+ venture capital raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, Balaji Srinivasan, Claire Hughes Johnson, Gokul Rajaram, Serena Williams, Zach Perret 🌴 Awesome benefits Your mission Establish and scale CoinTracker's security foundation to meet the needs of our growing B2C, B2B, and B2G businesses. Your one year outcomes Define and implement the security roadmap: Identify short-term wins and establish the long-term foundation to scale CoinTracker's security posture Establish core security foundations: Conduct a security gap assessment, implement baseline policies and controls, and lead third-party audits (e.g. SOC 2, pen test) to validate and strengthen our posture Embed security into engineering workflows: Introduce secure development practices (e.g. threat modeling, code scanning, secrets management), and partner with teams to proactively identify and mitigate risks in our systems and architecture Drive security operations: Define and operationalize security incident response processes, improve monitoring and detection capabilities, establish ongoing vulnerability management, and lead security postmortems to drive continuous improvements What you will do As CoinTracker's first Security Engineer, you'll be hands-on in building the infrastructure, processes, and culture needed to protect our systems, data, and users. Define and execute the security roadmap, balancing near-term wins with long-term investments across infrastructure, cloud, application security, and security operations Conduct a security gap assessments and implement baseline controls, policies, and best practices Lead key security initiatives including third-party audits (e.g. SOC 2, penetration testing), security certifications (ISO 27001), incident response readiness, and vulnerability management Partner closely with engineering teams to embed security into SDLC - from threat modeling to code scanning to secrets management Foster a strong security culture across the company by driving awareness, education, and best practices What we look for Role-agnostic Impact: Demonstrated ability to drive business impact Mission alignment: Hungry and motivated about making progress towards our mission of Enabling everyone in the world to use crypto with peace of mind . Trust: Say what you believe. Do what you say. Communication: Able to clearly talk about the details and also zoom out to the bigger picture Role-specific 8+ years of experience in security engineering or related technical roles, ideally in fast-paced startup or growth-stage environments Deep understanding of core security domains including application security, infrastructure and cloud security, identity and access management, security operations and incident response Hands-on experience implementing security measures and working directly with engineering and infrastructure teams Experience with security frameworks like SOC 2, ISO 27001, NIST, and GDPR Experience leading or supporting third-party audits, penetration testing, and internal risk assessments Resourceful, pragmatic, and comfortable working in ambiguity - able to move fast while building for the long term U.S. citizen and U.S. resident (Bonus) Familiarity with the unique risks and threat models in crypto or financial services (Bonus) Security certifications such as CISSP and GIAC The starting salary for this position is between $175,000 - $240,000 USD. Candidate's location does not impact the posted salary range. The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO.$175k-240k yearly 60d+ agoAccounting & Audit Expert
Weekday Ai
Remote job
This role is for one of Weekday's clients. We are currently helping hire for one of the leading AI labs (via one of our partners); supporting them in training and refining their AI models. This is a unique opportunity to apply your Accounting and Audit expertise toward shaping the next generation of intelligent systems used in finance, compliance, and risk assessment. You will leverage your professional background to review, refine, and validate AI-generated outputs across accounting standards, audit practices, and financial reporting. Requirements What exactly would you do? Review and refine AI-generated accounting analyses, audit reports, and financial statements Validate AI outputs for compliance with GAAP, IFRS, and other relevant standards Provide structured feedback on clarity, accuracy, and adherence to accounting principles Tag and organize content by accounting topic, industry sector, or complexity level Support benchmarking efforts to assess AI model performance in financial domains Requirements 🎓 Education: Bachelor's degree in Accounting, Finance, or a related field (Master's degree or MBA with accounting concentration is a plus) 💼 Experience: 2+ years of professional accounting experience, ideally at top-tier public accounting firms (e.g., Big Four), Fortune 500 finance/accounting departments, or in specialized areas such as government, nonprofit/fund, forensic, or international accounting 📜 Certifications: CPA, CA, CMA, or ACCA preferred 📊 Skills: Strong technical knowledge of GAAP, IFRS, and other reporting/regulatory frameworks Expertise in core processes: financial reporting, budgeting, tax compliance, month-end close, reconciliations, revenue recognition, consolidations, and internal controls Experience in specialized areas like forensic accounting (fraud detection), government accounting (public sector compliance), nonprofit/fund accounting, or cross-border accounting (GAAP vs. IFRS, transfer pricing) Excellent analytical, documentation, and communication skills with the ability to simplify complex concepts 📍 Location: Remote (must be based in the US, UK, Canada, or Europe) Benefits 💵 Compensation: $40 to $90 per hour (based on experience and location) 🕒 Time commitment: 15-25 hours per week (with flexibility to extend up to 40) ⏳ Project duration: 1-2 months 🌍 Fully remote, asynchronous work offering maximum flexibility 📑 Independent contractor engagement, with daily payments via Stripe Connect Application & Onboarding Upload your resume Complete a short, 15-minute AI interview to discuss your background and experience Receive follow-up communication within a few days with next steps and onboarding details$40-90 hourly Auto-Apply 60d+ agoAssociate Manager - Tax
Sonoco Products Co
Remote job
From a small family business to a multi-billion-dollar global company, Sonoco has been changing the face of products and packaging since 1899 - all while keeping the heart of "People Build Businesses" alive. Our talented people are at the core of our growth, constantly reinventing the Sonoco wheel with brilliant solutions every year. Today we are a world leader in global packaging solutions with diversified operations in over 34 countries. We're extremely proud of our portfolio of brands, our achievements in sustainability and industrialization and the groundbreaking work accomplished by our people. We are looking for the right person to join our fun and diverse international tax team. While reporting to the Associate Director of International Tax, you will be primarily responsible for a portion of the U.S. federal income tax compliance and income tax provision calculations for our international entities and supporting international tax special projects, including M&A, Pillar 2, and transfer pricing. You will work closely with various team members from within and outside the tax department and may assist with cross functional ad hoc projects as needed. We are looking for a highly motivated individual with strong tax compliance skills, who can think and adapt quickly. What you'll be doing: * Assist with preparation of international tax compliance for our consolidated federal tax return (Forms 5471, 8858, 8865, 1118, 5713, 8975, 8991, 8992, statements and elections). * Track pretax earnings, adjustments, and taxes for the calculation of E&P and tested income. * Help manage the review of quarterly tax provision supplemental and annual TBBS files, supporting workpapers, account reconciliations, and documentation. Communicate issues and findings to senior tax management. * Prepare E&P studies, tax basis studies, and other special projects. * Assist with quarterly Subpart F and GILTI calculations. * Assist with quarterly Pillar 2 calculations and other Pillar 2 matters. * Assist with our annual transfer price compliance study and other transfer pricing special projects. * Assist with tax aspects of M&A transactions. * Provide support for or lead various tax projects as needed. * Build collaborative relationships across the organization. * Other duties as assigned. * Opportunities to rotate with other tax groups (domestic, state and local, property tax) if desired! This position can be fully remote. We'd love to hear from you if: * At least 5 years of directly related corporate tax compliance and provision experience in public accounting and/or with a multinational company, primarily experience with large, complex, multinational U.S. income tax filings. * Firm grasp of US federal income tax laws and regulations for international subsidiaries (Subpart F, FTC, GILTI, BEAT, etc.). * Detail oriented focus with excellent analytic, problem solving, and communication skills. * Self-motivated with the ability to manage multiple assignments. * Strong time management skills. * Ability to work effectively as both an individual and in a team environment. * Ability to work in a fast-paced environment when required. * Bachelor degree in accounting or taxation; MST/CPA preferred. * Experience with Corptax, HFM, and OneStream preferred, but not necessary. * Proficiency with Microsoft Excel is preferred. Compensation: Associate Manager, Tax: The annual base salary range for this role is from $122,240 to $137,520, plus annual target bonus of 7.5% of base salary. #LI-TW1 At Sonoco Products Company, we offer a comprehensive total rewards package, including competitive pay and benefits. *Benefits listed below are for employees located in the U.S. Specific benefits and wellbeing programs may vary depending on your location (within the U.S. or global), or if you are a union employee. Benefits * Medical, dental, and vision coverage for you and your dependents, including FSA and HSA options * 401(k) retirement plan with company match * Wellbeing tools and resources to support holistic health, including an Employee Assistance Program with a variety of services * Paid time off and holidays to recreate, rejuvenate and care for the health of yourself and family * Variety of company paid and voluntary employee-paid insurance plans including life, personal accident, and disability insurance * Tuition reimbursement We are an equal opportunity employer, and we strictly prohibit and do not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, national origin or ancestry, sex, pregnancy, sexual orientation, marital status, gender identity or expression, age, disability, genetic information, veteran status, or any legally protected characteristic.$122.2k-137.5k yearly Auto-Apply 56d agoSenior Associate Attorney
for Purpose Law Group
Remote job
Job DescriptionDescription: Are you an experienced nonprofit attorney passionate about making a difference? If so - we want YOU to join our dynamic team at FPLG! If you have several years of experience advising nonprofit organizations, you have a California bar license , and you thrive in a fast-paced, high-growth environment, we invite you to learn more about our firm by joining our application process. At FPLG, we believe that doing good can be done better. Our team of high-performing professionals is dedicated to empowering nonprofits and purpose-driven organizations by providing expert legal support and guidance. We're looking for an attorney who thrives in this type of environment and shares our commitment to excellence. We believe in creating an inspiring and supportive work environment rooted in our core values: · Proactive Resourcefulness · Compassionate Communication · Uncompromising Authenticity · Unapologetic Expertise · Building Our Community · Inclusive Teamwork As we prepare for exciting growth, we are seeking an experienced senior associate Nonprofit Attorney with a solid background in transactional law to provide expert subject matter legal advice and ensure regulatory compliance for the firm's clients. If you're ready to take your career to the next level and make a real difference, FPLG is the place for you. Join us in empowering purpose-driven organizations to thrive! Responsibilities: Draft and review contracts. Conduct legal and tax research, including issues related to exempt organizations and nonprofit tax compliance. Draft and revise corporate founding documents and applications for state and federal exemption. Ensure ongoing corporate compliance at the federal and state levels. Drafting of policies, procedures, and legal documents for nonprofit organizations. Provide governance advice and counsel. Expectations for Attorneys at FPLG: Conduct Preliminary Legal Strategy Sessions to assess clients' needs and craft effective legal strategies. Collaborate with the Legal Team to ensure alignment with client goals, fostering a positive client experience that builds lasting loyalty. Advise clients at key points, providing clear options to support fully informed decision-making. Maintain thorough, accessible notes and correspondence, keeping the team and clients up-to-date on recent actions and upcoming steps. Contribute to a collaborative, growth-oriented team culture by participating in training, team-building, and professional development. Consistently meet monthly billing requirements, ensuring efficient, productive time management and client service. Achieve quarterly Key Performance Indicators (KPIs) that support both personal and firm-wide success. Analyze the legal risk and legal rights of various company structures, and make recommendations for corporation, joint venture, limited partnership, and limited liability company options. Give legal advice to clients on corporate governance, policies, procedures, finances, intellectual property, employment, operations, and regulatory issues, and guide them towards best practices in corporate law regulation compliance Provide legal counsel during legal proceedings, administrative board reviews, and litigations when necessary. Modify, draft, and review contracts, process and procedure policies, government and financial reports, and other legal documents as required. Requirements: Qualifications: J.D. from an accredited law school and licensed to practice law in the state of California. 3-6 years of legal experience, preferably with exposure to non-profit law, business law, or a related field. Strong commitment to the mission-driven sector and a passion for social impact. You must be a barred attorney in good standing with the state of California, possess excellent communication skills and attention to detail, have a team-oriented mindset, and be proficient in technology. We're looking for talented attorneys with a strong background in nonprofit law who are ready to take their careers to the next level. If you're passionate about supporting nonprofits and want to be part of a team that values your expertise and encourages your growth, FPLG is the place for you! Required Skills: Exceptional research, writing, and communication skills, with strong analytical and problem-solving abilities. Ability to work both independently and collaboratively in a remote team environment, managing multiple projects and meeting deadlines. Detail-oriented with strong organizational skills. Proficiency in using legal research software, and case management systems. Strong interpersonal skills, capable of building lasting relationships with clients and colleagues. Must be tech-savvy, with a strong aptitude for learning and utilizing new technologies and digital platforms to streamline legal processes. Familiarity with the legal framework surrounding non-profits and social enterprises. Excellent project management skills, with an ability to balance multiple priorities in a dynamic environment. Why Join FPLG? Inclusive and Collaborative Culture: We believe in teamwork and respect diverse perspectives. Growth Opportunities: Ongoing professional development in a firm that values your career growth. Flexible and Meaningful Work: Remote work options and the chance to work with impactful clients. Competitive Compensation & Benefits: A package designed to reward your expertise and commitment. About For Purpose Law Group At For Purpose Law Group (FPLG), we are more than just a law firm, we're a team of dedicated advocates for the social good sector. Our mission is to empower nonprofits, social enterprises, and small businesses by providing exceptional legal services rooted in integrity, expertise, and a deep commitment to building stronger communities. We are passionate about helping clients achieve their missions, and we take pride in fostering a collaborative and inclusive work culture for our team. At FPLG, joining our team means joining a collaborative, mission-driven environment where your expertise is celebrated and your growth is supported. We are proud of our inclusive, flexible, and innovative work culture, where each team member is valued and empowered to contribute to the client's success. We offer a competitive salary, a comprehensive benefits package, opportunities for professional development, and the chance to be part of a team that truly makes a difference.$71k-103k yearly est. 31d agoSales Development Representative (SDR) - Symmetry
Symmetry
Remote job
Symmetry is the payroll infrastructure for software & payroll platforms powering the paychecks of over 64 million workers each year. Our fully integrated suite of payroll tax APIs and software tools allows companies to solve tax compliance issues and build applications across the entirety of the payroll process. About the Role: As a Sales Development Representative, it will be your job to identify, qualify, and set up prospective clients with our Account Executives who will consult with those prospects and help them become clients. The Sales Development Representative is a first point of contact for many of our new clients. This role spends much of the day on the phone calling Payroll Service Providers and Employers who are not currently Symmetry clients. The Sales Development Representative is politely resolute and cheerfully competitive. As a Sales Development Representative, you will collaborate with our Marketing and Sales teams to pursue and identify new business opportunities across many sectors: payroll, technology, financial services, large employers, and more. You will have a direct impact on Symmetry's ability to deliver our payroll tax tools in pursuit of our vision to touch every American paycheck with reliable withholding. A focus on solving client's pain points and providing them with the best solution for their needs is essential. About the Team: You'll be a part of the team driving Symmetry's growth by focusing on finding prospects, conducting discovery calls to qualify leads, and then scheduling product demos with an Account Executive. If you have a passion for consultative sales, a collaborative spirit of interaction, and a passion for SAAS payroll products, you may be a great fit for Symmetry Software. Here's what you'll do day-to-day: Drive high-volume outbound prospecting (100+ calls/day), apply a consultative sales approach, and qualify opportunities for the Account Executive team. Demonstrate resilience, consistently meet activity and performance targets, and rapidly assess prospect fit across Symmetry's target markets. Build expertise in Symmetry's products, payroll/HCM industry trends, and competitive landscape to strengthen credibility in conversations. Maintain rigorous CRM hygiene by updating activities, documenting insights, and ensuring reliable prospect and account visibility. Network internally and externally to expand industry knowledge and strengthen Symmetry's presence in the payroll and HCM ecosystem. Leverage AI tools to enhance research, outreach personalization, prioritization, and documentation-while ensuring outputs are reliable, on-brand, and responsibly used. Here's what we're looking for: 1-2 years of experience in a similar sales or business development role within a fast-paced SaaS environment. Proven ability to build credibility quickly through consultative, needs-based conversations and solid prospecting discipline. Extraordinary communication skills, active listening, and the agility to think on your feet to address prospect challenges. Demonstrated success meeting quotas, handling rejection, and maintaining a confident, positive, and resilient mindset. Solid organization, time-management, and self-directed work habits, with reliability and a high personal standard of performance. Content- and social-savvy, with a willingness to test new approaches, embrace feedback, and continuously learn and adapt. Our cash compensation amount for this role is targeted between $86,000- $95,000 OTE in Scottsdale. OTE = on target earnings which includes both base salary and variable commission with a 70/30 split between base salary (70%) and variable commission (30%). Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Symmetry has a physical office space in Scottsdale. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). When approved to work from a location other than the office, a secure, reliable, and consistent internet connection is required. Working at Symmetry Being happy at a job goes beyond just doing the work. Where you choose to spend 40 hours a week should be a place that challenges you professionally and aligns with your personal goals and well-being. We truly love what we do, and our customers love what we produce. Our family-owned and -operated business is collaborative, fun, and friendly. We offer the opportunity to work with all kinds of positions across the company, from the CEO to support to sales and everything in between. Recently, Symmetry became part of Gusto. More than 400,000 businesses use Gusto's people platform to hire, pay, insure, and support their team-from modern payroll and benefits to distributed work services and international contractor support to expert HR. Together, Symmetry and Gusto are pushing the entire industry forward by helping growing businesses access tools and services that for so long have only been available to larger corporations. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home with us. We are proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Our company considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Our company is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. We take security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer. Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice. About our products Our products make sure millions of paychecks are right, no matter where people live or work in the U.S. We simplify the payroll process with accurate and dependable payroll withholding tax solutions. Our clients include Fortune 500 companies, like Walmart and Southwest Airlines, and leading payroll service providers, including ADP and Paychex. With a 95%+ customer retention rate, our products always have to be top-of-the-line, and so do our employees. Symmetry is also the company behind the popular website PaycheckCity.com, which helps millions of Americans better understand their paychecks every month.$86k-95k yearly Auto-Apply 5d agoDirector of Accounting and Finance, Saas
Flosum
Remote job
ABOUT YOU You are a seasoned finance professional with a robust background in financial analysis within the SaaS industry. With a proven track record of navigating complex financial landscapes, you excel in leveraging data-driven insights to drive strategic decision-making and enhance operational efficiencies. Your proficiency in Salesforce and other financial management software enables you to streamline processes and extract meaningful financial metrics effortlessly. Your strong analytical acumen and innate problem-solving skills empower you to tackle intricate financial challenges with precision and foresight. Coupled with your exceptional communication and negotiation abilities, you adeptly collaborate with cross-functional teams and stakeholders to achieve consensus and drive initiatives forward. You thrive in dynamic environments, adeptly managing multiple priorities while consistently delivering high-quality results within established deadlines. As a forward-thinking leader in finance, you are poised to make a significant impact within our innovative SaaS organization, contributing to our growth trajectory and reinforcing our commitment to financial excellence and operational integrity. Requirements What You'll Do Reporting to the CEO as Accounting and Finance Director, you will work across these functions: Key Skills for Director of Accounting and Finance (SaaS) Expertise in preparing accurate financial statements (P&L, balance sheets, cash flow) in compliance with GAAP or IFRS. Ability to analyze financial performance, identify trends, and provide actionable insights to leadership. Deep understanding of SaaS-specific financial metrics such as MRR (Monthly Recurring Revenue), ARR (Annual Recurring Revenue), LTV (Customer Lifetime Value), CAC (Customer Acquisition Cost), churn rates, and cohort analysis. Ability to build and maintain financial models to forecast growth, profitability, and cash flow. Knowledge of SaaS revenue recognition principles and ability to ensure proper accounting of subscription revenue, renewals, and other contract-related income. Strong skills in budgeting, financial planning, and forecasting to align with the company's growth strategy. Ability to lead and manage the annual budget process and create rolling forecasts. Expertise in managing cash flow, liquidity, and working capital, with a focus on optimizing cash conversion cycles in a subscription-based business model. Proficiency in planning and managing capital requirements for growth initiatives. Ability to build, mentor, and lead a high-performing accounting and finance team, fostering a collaborative and efficient work environment. Experience in implementing effective workflows and improving team efficiency. In-depth knowledge of internal controls, audit processes, and regulatory compliance (SOX, tax regulations, etc.). Oversee external audit processes and ensure timely filing of all regulatory financial reports. Expertise in corporate tax strategy, including income tax, sales tax, international tax issues, and transfer pricing as it relates to SaaS businesses. Ability to manage tax filings, ensure tax compliance, and collaborate with external tax advisors. Ability to implement and optimize financial systems to streamline operations and improve reporting accuracy. Ability to partner with executive leadership to provide strategic financial insights and recommendations. Proficiency in scenario planning and decision modeling to support long-term business goals. Experience preparing financial reports and presentations for investors, board meetings, and fundraising rounds. Ability to effectively communicate financial performance, projections, and strategies to external stakeholders. Strong strategic thinking and problem-solving skills to help drive the company's growth, scalability, and profitability. Ability to understand and navigate the nuances of the SaaS business model to guide financial decisions. Nice to Have Experience with selecting auditors and managing audit processes Experience working with outsourced bookkeepers Knowledge of SFDC Startup experience, working in fast-paced environments Benefits Compensation and Benefits Competitive salary and benefits package Comprehensive health benefits from the first day, including medical, dental, vision, HSA, and mental health support 401K retirement savings plan to support long-term financial security Unlimited flex time off plan, including all major U.S. holidays, for optimal work-life balance Flexible work hours 100% remote-working environment, allowing flexibility in location Monthly capped reimbursement for phone and internet expenses to facilitate remote work arrangements We maintain a commitment to equal employment opportunities, ensuring that all individuals are treated fairly and without discrimination in terms of employment opportunities, conditions, and practices. Our company upholds this principle regardless of race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, or any other characteristic protected by applicable law.$117k-161k yearly est. Auto-Apply 54d agoInvestment Services Senior Analyst, Private Structured Investments (Remote)
Trustage
Remote job
At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position works closely with Legal, Tax, Compliance, Investment Accounting and TruStage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage. Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage. Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between TruStage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness. Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that TruStage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of TruStage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes. Job Responsibilities: New Deal Management: (may include, among other things) Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools. Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files. Ensure completeness of files from inception to closing. Maintain pipeline database system as it relates to the deal flow and the portfolio. Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up). Positively represent the company in relationships with all parties affiliated with the deal process. Existing Deal Management: (may include, among other things) Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such. Track, monitor and take primary responsibility for responding to general questions from outside relationships. Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases. Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities. Report and track complex structured deals; manage and track documentation pursuant to record retention practices. Maintain files for completeness and timeliness of data; assist Operations with audit requests. Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes. Compliance/Legal Management (may include, among other things) Maintain restricted lists in accordance with TruStage Capital Advisors practices. Manage legal and compliance documentation related to amendments, waivers, and workouts; serve as liaison to investment counsels. Ensure appropriate resource coverage. Manage, respond to and complete data requests from internal (e.g., internal audit and investment accounting) and external (e.g., KYC, counsel, auditors) sources Position Specific: Credit/Alternatives Team Research deal/fund/data requests from Operations, legal or other areas. Maintain process manual; schedule team meetings; maintain website access, subscription services, etc. Position Specific: Investment Administration - Private Structured Investments Work closely with legal, tax, compliance, investment accounting, cash management, and investment professionals to facilitate and coordinate private placement and private structured transactions with limited supervision Manage the closing of transactions, servicing and monitoring of portfolio investments. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor's degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience. Experience with insurance and regulatory matters preferred. Advanced project management, leadership, organizational and planning skills. Demonstrated negotiating and time management skills. Strong attention to detail. Problem solving skills, including effective problem analysis, root cause identification and creative solution development. Strong written and verbal communications. Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor. Maintain notary public in good standing and licensing as required. Ability to travel 5% or less. Position Specific: Investment Administration - Private Structured Investments Advanced degree or professional certification (e.g., CFA, CAIA) preferred. 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets. Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite). Experience in Power BI or similar tools is a plus. #LI-LT If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $81,500.00 - $122,300.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.$81.5k-122.3k yearly Auto-Apply 60d+ agoWorkday Solutions Architect - Payroll & Time Tracking
Zeissgroup
Remote job
About Us: How many companies can say they've been in business for over 177 years?! Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast-paced world, meeting it with cutting edge of technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like, Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology. We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team! What's the role? As a Workday Solutions Architect you get to work with an astonishing team that plays a vital role in ZEISS Business Services group and show case your skills and experience with payroll and time tracking. Sound Interesting? Here's what you'll do: Key Responsibilities: Solution Design and Architecture: Lead the design, configuration, and deployment of Workday Payroll & Time Tracking solutions for the USA and Canada, ensuring alignment with organizational goals and compliance standards. Ensure proper functionality of all Payroll deductions for associated benefits components such as health benefits and 401(k) Analyze complex payroll processes and provide innovative solutions leveraging Workday capabilities. Design end-to-end workflows for payroll processing, time tracking, tax compliance, and reporting. Stay current on industry trends, regulatory changes, and leading practices in Payroll and Time Tracking to design and deliver scalable, user-centered Workday solutions that enhance the employee experience and drive operational efficiency. Manage and prioritize the Payroll & Time Tracking tickets in our ticketing system, ensuring timely resolution of issues, effective stakeholder communication, and continuous improvement of the system performance and user satisfaction System Configuration and Optimization: Configure Workday Payroll & Time Tracking to support multi-jurisdictional payroll processing, ensuring accurate calculations for taxes, deductions, and garnishments. Identify opportunities to enhance payroll operations and implement best practices to increase efficiency and accuracy. Stay current with Workday releases, identifying features to improve time tracking & payroll functionality and compliance. Lead end-to-end system testing for Payroll and Time Tracking enhancements from a Technology perspective, ensuring solution integrity and functionality. Security and Reporting: Define and manage Workday Security roles and permissions related to Payroll to ensure data confidentiality and compliance. Create and maintain advanced Workday Payroll Reports and dashboards to provide actionable insights for stakeholders. Ensure compliance with data privacy regulations and company policies. and Stakeholder Management: Build strong partnerships and collaboration with the regional Payroll teams to co-design effective Workday solutions, ensure accurate and timely processing, and drive alignment between system capabilities and operational needs. Partner with HR, Finance, and IT teams to gather requirements, design solutions, and deliver payroll-related projects. Act as the primary point of contact for payroll-related Workday initiatives, providing expertise and guidance to stakeholders. Lead workshops and discussions to identify requirements and translate them into technical solutions. Lead change management for Payroll and Time Tracking enhancements from a Technology perspective, ensuring stakeholder alignment and seamless adoption across impacted user groups. Leverage creative problem solving and deep Workday expertise to propose innovative and alternative solutions that address complex requirements while aligning with system capabilities and business objectives. Project Leadership: Act as the technical lead on payroll-related projects from inception to completion, including scoping, planning, execution, and post-go-live support. Develop comprehensive documentation for payroll processes, configurations, and system enhancements. Ensure timely delivery of projects within budget and scope. Support the bi-annual Workday Release updates including discovery, analysis, recommendations, and regression testing. Support and Troubleshooting: Serve as the Subject Matter Expert (SME) for Workday Payroll, addressing complex issues and providing expert-level support in partnership with the Global Workday Team. Work closely with HRIS and Payroll teams to troubleshoot system issues and ensure smooth payroll processing. Do you qualify? Qualifications: Education and Experience: Bachelor's degree in HR, Business Administration, Information Systems, or a related field. 5+ years of experience in Workday HRIS Payroll systems Technical Skills: Expertise in Workday US (highly desirable - Canada) Payroll, including configuration, compliance, and troubleshooting. Strong understanding of Workday Security, including role-based access and data privacy standards. Proficiency in Workday Reporting and analytics tools, with experience creating advanced payroll reports and dashboards. Experience with integrations between Workday and third-party systems such as tax and benefits providers. Soft Skills: Exceptional problem-solving and analytical skills. Strong communication and interpersonal abilities to work effectively across teams and with external vendors. Detail-oriented with excellent organizational and documentation skills. Certifications: Workday Certification in Payroll and/or Time Tracking is preferred. Certifications in Workday Security and/or Reporting are a plus. The annual pay range for this position is $115,000 - $145,000 for White Plains, NY area Northeast areas Range: 115,000 to 145,000 Central/Southern Range: 100,000 to 130,000 The pay offered for this role may be influenced by factors such as job location, scope of role, qualifications, education, experience, & complexity/specialization/scarcity of talent.This position is also eligible for a performance bonus or sales commissions. ZEISS also offers robust benefits, including medical plans, retirement savings plan and paid time off. We have amazing benefits to support you as an employee at ZEISS! Medical Vision Dental 401k Matching Employee Assistance Programs Vacation and sick pay The list goes on! ZEISS is an EEO/AA/M/F/Disabled Veteran Employer Your ZEISS Recruiting Team: Clara Cresswell Zeiss provides Equal Employment Opportunity without unlawful regard to an Applicants race, color, religion, creed, sex, gender, marital status, age, national origin or ancestry, physical or mental disability, medical condition, military or veteran status, citizen status, sexual orientation, pregnancy (includes childbirth, breastfeeding or related medical condition), genetic predisposition, carrier status, gender expression or identity, including transgender identity, or any other class or characteristic protected by federal, state, or local law of the employee (or the people with whom the employee associates, including relatives and friends).$115k-145k yearly Auto-Apply 21d agoComplex Compliance Manager, Property Tax
Co-Us Ducharme, McMillen & Associates
Remote job
As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: 2025 Great Places to Work Certified Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) Company paid parental leave Generous time off package Multiple benefit plans, eligibility begins on day one of employment Culturally focused on work/life balance, mental health, and the overall wellness of our employees Position Summary Responsible for managing all aspects of the property tax compliance process, specializing primarily in complex properties assessed at the state and local levels for taxpayers in energy, communication, oil & gas, industrial manufacturing, and mining industries. The role focuses on ensuring accurate preparation and timely filing of returns, developing client relationships, supervising and mentoring team members, overseeing the preparation and review of complex returns, and assisting the team with other projects as needed. Essential Duties and Responsibilities Prepare complex property returns and supporting workpapers using Microsoft Excel, PowerPlan, PTMS, or OneSource Review complex property returns prepared by team members and provide feedback Review state and local laws, rules, and regulations Perform detailed industry and economic research (i.e., research comparable companies, review financial statements) as it pertains to reporting requirements, and ensuring property is reported correctly Manage and update property tax calendar Manage the maintenance of internal compliance software throughout reporting, assessment, and tax payment cycles Provide general support to team members throughout the entire compliance cycle Ensure all returns and tax payments for assigned clients are mailed in a timely manner Manage the tracking of jurisdictional notices and tax bills Review cash management of client bank accounts, review client funding issues and requests, and ensure availability of funds Assist with updating WIP reports and forecasting Manage or assist with new client implementations, ensuring property tax software programs and internal systems are set up properly Participate in training and development of team Review and approve client billings Responsible for client account management as assigned Participate in business development efforts as needed Assist management and other business development professionals in scoping and developing customized solutions for new and prospective clients Assist in filing appeals, preparing amended returns, and submitting refund requests Assist in value negotiations before assessing authorities Represent and manage clients during formal appeals Non-Essential Duties and Responsibilities Assist leadership with any special client projects or needs that arise Work closely with other divisions to better serve shared clients Perform other duties as assigned Education and Qualifications Bachelor's degree in Accounting, Finance, Economics, Mathematics, Engineering, or related field 5+ years of experience in property tax Prior supervisory experience Advanced knowledge of Microsoft office suite, specifically Excel Proficient in property tax software (PTMS, OneSource, PowerPlan) Organizational and interpersonal skills required Excellent verbal and written communication skills Ability to meet travel requirements Valid Driver's License #LI-REMOTE #LI-JS1 The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.$78k-115k yearly est. Auto-Apply 60d+ ago(2026 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate
Charles River Associates
Remote job
If your background is in Accounting, Business Administration, or Finance, learn more about opportunities at CRA! Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): Finance (Chicago) Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading).. Transfer Pricing (Oakland) The Transfer Pricing group works with multinational companies to understand their global value chain and international tax structure, and delivers IP valuations, tax structure reorganizations, tax compliance documentation and litigation assistance. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts; Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues; Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients; Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse; Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony; Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings; Leverage your database skills to effectively analyze large data sets; Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings. Check out our blog about a typical day at CRA and how you can make an impact ! Desired Qualifications Bachelor's or Master's degree candidates graduating in December 2025/Summer 2026 with an academic focus in Accounting, Business, Finance, or related field; Solid working knowledge of finance, accounting, and economic methodologies; Command of a broad range of research and quantitative analysis skills (including strong Excel skills); Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments; Experience in gathering, standardizing, and analyzing voluminous transactional data; Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information; Curious and analytical thinkers who bring creative approaches to non-standard problems; Effective written and oral communication skills; Demonstrated high level of initiative and leadership; Strong teamwork and collaboration capabilities; Excellent time management and task prioritization skills; Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. Note: you must be graduating from a bachelor's or master's degree program for this role. If you are graduating from an MBA/PhD program or have work experience, please visit our Careers site to see current open roles. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; Transcript - may be unofficial. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence August 31, and continue on a rolling basis until positions are filled. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently expect that individuals spend at least 3 to 4 days a week working in the office (which may include traveling to another CRA office or to client meetings), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. Salary and other compensation A good-faith estimate of the annual base salary range for this position is $92,500 - $100,000. Starting pay within this range may vary based on factors such as education level, experience, skills, geographic location, market conditions, and other qualifications of the successful candidate. This position may be eligible for additional bonus incentive compensation. CRA offers a comprehensive benefits package, subject to eligibility requirements, which may include: medical, dental, and vision insurance; 401(k) retirement plan with employer match; life and disability insurance; paid time off (vacation, sick leave, holidays); paid parental leave; wellness programs and employee assistance resources; and commuter benefits.$92.5k-100k yearly Auto-Apply 21d agoAccount Executive II
Vertex
Remote job
This position is responsible for generating revenue for Vertex through the sale of Vertex solutions to prospects and existing clients. Develop strategies and plans to penetrate a defined territory and targeted accounts. This will include navigating through an organization to leverage Vertex solutions as an enterprise-wide, global value proposition. Responsible for understanding customer business and service requirements in order to develop tailored Vertex solutions. This includes the development of long-term relationships with clients as well as the development of account plans for new relationships. Target accounts include new and existing clients within an assigned territory. Works under minimal supervision, exhibiting wide latitude for independent judgment on complex opportunities. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Generate revenue for Vertex by selling Vertex solutions in a defined geographic territory. Includes managing sales opportunities, targeting specific accounts and overall territory management. Responsible for proposal preparation, negotiating all aspects of the proposed solution and closing business. Drive opportunities at the strategic and tactical level by selling the enterprise-wide value proposition associated with Vertex solutions to the highest levels within our clients' organizations. Includes establishing relationships with key client and partner contacts and selling into complex, multi-department enterprises. Understand the client's requirements, direction and strategic vision of tax by building client relationships at the highest levels of all business areas, providing valuable input that influences their vision and tactics and developing plans to assist them in achieving their goals. Developing and responding to RFPs, developing joint proposals with Vertex Consulting and fostering relationships/partnerships between Vertex, client(s) and/or partners. Present client specific, tailored vertex solutions by working with client contacts to understand business, tax and technical requirements. Work with Sales Engineers to develop and perform professional presentations tailored to client requirements. Work with key client contacts to help sell the Vertex value proposition throughout their organization. Track and manage territory activity: Develop, implement, and monitor territory lead generation activities as needed to support quota/territory goals. Accurately forecasting sales pipeline on an ongoing basis. Make use of CRM tool to track key data associated with sales opportunities and pipeline. Enhance job knowledge by staying abreast of client-related news and developments, attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing and/or maintaining proficiency in the latest productivity and technical tools. Apply broad knowledge of Vertex's services, products, and marketing techniques to develop opportunities and close sales. Coordinate selling team efforts by managing the sales process and coordinating appropriate subject matter experts as required to present a tailored Vertex solution to the client. Must be able to coordinate a selling team and leverage various skill sets to effectively develop and present the best possible solution for the client. Assists less experienced peers. Lead or participate in other projects or duties as assigned. Approximately 25 - 50% travel required. Participate in other projects or duties. SUPERVISORY RESPONSIBILITIES: N/A KNOWLEDGE, SKILLS AND ABILITIES: Intermediate knowledge of systems and databases. Intermediate knowledge of Web Services, Java, XML technologies Intermediate knowledge of tax engine software or other tax compliance software. Excellent leadership, organizational, negotiating, closing, decision-making, presentation, oral and written communications skills required. Must be self-motivated and a proactive thinker. Must be an effective communicator and presenter at an Executive level both externally and internally. Demonstrated relationship-building skills; proven problem-solving skills; understanding solutions, vision and direction of Vertex initiatives and presenting the value associated with such. Excellent communication (oral, written, presentation and facilitation) skills. (Determine if role requires presentation and facilitation skills.) Must possess and exhibit emotional stability and maturity in the face of stressful situations. Ability to listen and understand information and communicate the same. Must possess good organizational skills. Must be results-oriented, customer-focused, and exhibit good interpersonal skills. Proficiency in Microsoft Office packages. EDUCATION AND TRAINING: Bachelor's Degree in Business, Marketing, Tax or related field preferred. Four (4) years plus of experience in Outside sales selling tax or finance solutions & Relationship development and business development. Experience selling consulting services required. Professional qualification in Accounting, Tax, Finance or related field preferred. Functional experience in or knowledge of major ERP packages (SAP, Oracle, PeopleSoft) required. Or equivalent combination of education and/or experience. Other Qualifications The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. • Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. • Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough. • Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. • Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. • Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions. COMMENTS: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time. Pay Transparency Statement: US Base Salary Range: $72,000.00 - $93,600.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements .$72k-93.6k yearly Auto-Apply 12d agoDirector of Corporate Tax and Information Reporting
Zero Hash
Remote job
About the Job As the Director of Corporate Tax and Information Reporting, you will be responsible for leading our tax compliance, strategy, and user tax reporting functions. This includes overseeing all federal, state, and local tax filing requirements, and serving as the subject matter expert (SME) for the Company's global client tax reporting and withholding solution. This pivotal role ensures global tax compliance, manages corporate tax obligations, and oversees end-to-end tax reporting processes for our platform users. You will support all tax-related activities, including compliance, reporting, audits, and planning. Reporting to the Global Corporate Controller, the ideal candidate will be able to operate independently in a fast-paced environment and work closely and proactively with other teams. #LI-Remote This fully remote role is open to candidates in any AMER timezone. Key Responsibilities Corporate Tax Coordinate all aspects of U.S. federal, state, and local corporate income tax compliance, including return preparation, filing, and estimated payments. Manage global tax compliance and support international expansion efforts (e.g., VAT, local corporate tax filings). Manage tax provisions (ASC 740) and reporting for financial statement audits. Oversee state franchise tax filings and payments, ensuring timely and accurate compliance across all relevant jurisdictions. Ensure compliance with federal, state, and local tax laws by staying informed about filing requirements and communicating any tax issues to management. Maintain the Company's tax workpapers and tax returns to support tax provisioning and compliance. Partner with Finance and Legal on tax planning, M&A due diligence, entity structuring, and transfer pricing initiatives. Collaborate with Payroll to ensure compliance with ACA reporting requirements and proper tax treatment and reporting of equity compensation. Tax Information Reporting Own the end-to-end user tax information reporting process (e.g., W-8/W-9, 1099, tax lot reconciliation, etc.) for our digital assets platform. Partner with Product, Engineering, and Compliance teams to ensure accurate data collection and timely filing of tax forms. Monitor and implement changes in tax information reporting regulations (IRS, DAC8, CARF, etc.) relevant to digital assets. Serve as the SME for platform tax reporting questions and work cross-functionally with Client Relations to improve tax documentation and user communications. Support system and process development and remediation initiatives to ensure regulatory compliance, mitigate risk, and improve processes. Manage relationships with third-party vendors (e.g., tax engines, reporting providers). Requirements 10+ years of experience working at a public accounting firm or equivalent experience at a financial services or fintech company. Direct experience with crypto / stablecoins at a crypto-native company or fintech, a plus. Experience with end-to-end tax reporting for digital assets and extensive knowledge of tax information reporting regulations in multiple jurisdictions, including the U.S. and Europe. Experience preparing and reviewing accurate federal, state and local tax returns, and technical knowledge of income tax accounting (ASC 740). Able to communicate effectively with colleagues and management about tax related matters and lead meetings with potential customers and third-party vendors. Experience in implementing policies and procedures to comply with new tax requirements. Demonstrated track record of delivering results in a rapidly changing business environment. Bachelor's or master's degree in accounting or related field. Preferred CPA, JD or Master's in Taxation or equivalent. Benefits Offered We believe that the best way to succeed is by having a happy, motivated and healthy team. We offer the following benefits: Healthcare Insurance customary for region Vision & Dental Insurance customary for region Mental Health and Wellness Program Equity Ownership and Early Exercise Maternity & Paternity Leave Educational budget of $1000 WFH stipend of $500 WeWork All Access Membership Visa Sponsorship About zerohash zerohash is a B2B embedded infrastructure platform that allows any platform to integrate digital assets natively into their own customer experience quickly and easily (a matter of API endpoints). We power neo-banks, broker-dealers, and payment groups to offer digital asset trading and custody, crypto-backed rewards and round-ups programs as well as yield through staking and DeFi and NFTs. Our thesis is very simple: every financial services firm will offer digital assets within the next 2 years and will do so through platforms such as zerohash. zerohash is defining the new FinTech vertical of digital-assets-as-a-service. Clients include MoneyLion, Wirex, Deserve, MoonPay, tastytrade, Drivewealth. Backed by Point72 Ventures, NYCA, Bain Capital, tastytrade. The zerohash Culture All zerohash employees are guided by the following characteristics and core principles: Independence/Ownership - An ability to work autonomously. Join zerohash, pitch ideas, and shape the work you do. Passion - We are innovating quickly and challenging the status quo. We want you to think big, be creative and make a difference every day. Collaborative - A good attitude and respect for others. We're teammates, not co-workers. Everything we do is a shared success and equally a shared failure - we talk in terms of “we” not “me”. Initiative - An ability and passion for learning and asking questions. We will champion you, challenge you and push you to achieve your best - and we expect you to do the same. Empathy - An ability to listen, respect and understand your co-workers, customers and everyone you interact with no matter how different they are to you. We are proud of our diversity. Adaptability - An ability to respond quickly. We are in a fast-paced industry and so we expect you to be creative when solving a new problem and comfortable under pressure. Transparency - We believe that transparency is critical to empowering everyone to make the best decisions, both the company and its people and vice versa. Both as an organization and as individuals, we need to admit mistakes and learn from them. Integrity - Integrity creates trust. As both an organization collectively and as individuals, it is our most valuable asset. Follow us Twitter LinkedIn Youtube For candidates based in Colorado, please contact **************************** to request compensation and benefits information regarding a particular role(s). Please include with your email the city you reside (or intend to reside in Colorado) and the title/link to the roles you're interested in.$120k-179k yearly est. Easy Apply 60d+ agoSr. Lead, Taxation (US)
Capitalpower
Remote job
A little about Capital Power Capital Power (TSX: CPX) is dedicated to Powering Change by Changing Power . This north star guides our ambitions, focus, and actions as we transform our energy system to power a lower-carbon future. We're a growth-oriented North American energy company headquartered in Edmonton, Alberta. Our team safely delivers, builds, and creates balanced energy solutions for customers across North America. Our people are at the core of our journey to deliver reliable, affordable, and lower-carbon power solutions. We provide purpose-driven work in a safe and inclusive environment, and we live by our North Star. With us, your contributions matter - we want you to be empowered to innovate, collaborate, and ultimately drive results. We're here to partner with you so you can learn, grow, and forge a career that's meaningful to you. Join us in powering North America! Your Opportunity: One Permanent Full Time Position. Capital Power Corporation is currently seeking an innovative and results-oriented individual to join our Taxation team! Reporting to the Vice President, Taxation, as the new Sr. Lead, Taxation (US), your role will be to manage and lead the US tax team, which includes tax provisions and the US tax compliance function, along with a focus on supporting Capital Power's business development activities in the US. In addition, your role will include assessing and managing renewable investment tax credits, tax legislation changes and developments, tax audits, tax forecasting, tax audits, tax planning, etc. You will contribute to our team by: Reviewing complex US tax compliance. Includes management of compliance deadlines, payments, reorganizations, research, elections, etc. and managing the implementation and compliance to new US tax legislation. Reviewing complex US tax provisions and tax note disclosures for legal entities. Leading and/or assisting with US business development analysis (tax impact of potential acquisitions or divestitures, integration, tax incentives, etc.) Overseeing US sales and use compliance. Managing US taxation audits where necessary. Managing US long term planning and budget and forecasting. Assisting with intercompany and cross border transactions, including transfer pricing, management fees, etc. Adhering to SOX requirements. Managing direct reports, temporary employees, external consultants, and the workflows of the US tax team. What you will bring to the role: Education: Degree or Diploma in Business, Finance or Accounting. Master of Taxation Degree. CPA Professional Accounting Designation. Education equivalency may be considered. Experience: Minimum 7 years of post-graduation finance/accounting experience with at least 5+ years tax experience in a relevant tax position. Technical Skills: US corporate tax expertise and large public company tax experience Experience with investment tax credits, tax equity investors, M&A due diligence work, IRS audit experience, cross border taxation Working Conditions: Hybrid Office located in Washington DC, with possible very minimal travel to meet business users at Capital Power facilities or other offices. Additional Details: This position will remain open until a suitable candidate is found. The pay range for this position is $150,000.00 to $170,000.00. The specific rate will depend on the successful candidate's qualifications and prior relevant experience. This position is eligible for health care benefits, retirement benefits, paid time off, and annual bonus. Clearance of Credit check is required for this position. In order to be considered for this role you must be legally eligible to work in United States of America. The successful candidate for this position will undergo an education verification, reference checks and criminal record check. Capital Power employees that refer a successful candidate for this position are eligible for a $2000 Referral Reward! We believe that creating a culture that supports employee physical, mental, financial, and social wellbeing is critical to our success. That is why we provide flexible and affordable employee benefits, retirement savings, and paid time off programs. We also provide comprehensive onboarding, training, and programs supporting your career development. Depending on the posting requirements relocation assistance may be available. How To Apply and Next Steps Capital Power only accepts resumes via online application at ***************************** If you choose to submit your resume by any other means, we cannot guarantee that your application will be considered for vacancies. Applicants with disabilities who require a reasonable accommodation to complete their application can request accessible formats, communication support, or other accessibility assistance by contacting ************************. Capital Power is committed to providing a fair and transparent hiring process. We recognize and embrace the value of diversity and hire employees with the appropriate skills, experience and knowledge for each position. Thank you for taking the time to apply and expressing interest in powering a sustainable future with Capital Power! We wish that we could personally respond to everyone who applies; however, it is our practice to contact only those individuals selected for interviews.$150k-170k yearly Auto-Apply 12d agoPayroll Tax Training Specialist
Onesource Virtual Hr
Remote job
OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at ************************* Position Summary/Objective The Tax Training Specialist will be responsible for developing comprehensive training materials and delivering high-quality training programs to customers on OneSource Virtual's tax compliance platform. This role requires a skilled professional with expertise in instructional design, adult learning principles, and payroll tax knowledge to create engaging, effective training content and experiences. The specialist will work closely with the Tax Compliance team, Product Development, and Customer Success teams to ensure training materials accurately reflect platform capabilities and customer needs while maintaining the highest standards of educational excellence. Essential Functions/Duties/Responsibilities Design and develop comprehensive training materials including user guides, training manuals, interactive tutorials, video content, and assessment tools for the tax compliance platform. Create multi-modal learning experiences incorporating visual, auditory, and hands-on learning approaches to accommodate diverse learning styles and preferences. Deliver engaging training sessions to customers through various formats including webinars, in-person workshops, virtual classroom sessions, and one-on-one training consultations. Collaborate with Tax Compliance Analysts to ensure training content accurately reflects current regulations, platform functionality, and compliance best practices. Utilize AI tools and platforms to enhance training material development, create personalized learning paths, and automate content updates based on regulatory changes. Assess learning effectiveness through evaluation methods, feedback collection, and performance metrics to continuously improve training programs and materials. Maintain current knowledge of tax compliance regulations, platform updates, and industry best practices to ensure training content remains accurate and relevant. Develop specialized training modules for different customer segments, including new implementations, advanced users, and specific industry verticals. Create and maintain a comprehensive training curriculum that progresses from basic platform orientation to advanced compliance management techniques. Partner with Customer Success teams to identify training needs, address customer challenges, and ensure training programs support customer satisfaction and platform adoption. Manage training schedules, coordinate customer participation, and track completion rates and certification achievements. Develop certification programs and competency assessments to validate customer proficiency and create clear achievement pathways. Create troubleshooting guides and FAQ resources to support customer self-service and reduce support ticket volume. Analyze training metrics and customer feedback to identify improvement opportunities and optimize training delivery methods and content effectiveness. Support product development teams by providing customer training perspectives on new features, user experience improvements, and platform enhancements. Competencies Expert instructional design and curriculum development skills with deep understanding of adult learning principles, engagement techniques, and assessment methodologies. Excellent presentation and facilitation abilities with confidence delivering training to diverse audiences ranging from technical users to business executives. Strong technical writing and documentation skills with ability to translate complex tax concepts and platform functionality into clear, actionable training materials. Proficiency with training development software including authoring tools, learning management systems, video production platforms, and e-learning technologies. Knowledge of payroll tax principles and compliance requirements sufficient to understand platform functionality and create accurate training content. AI tool proficiency for content creation, personalization, and training optimization including Large Language Models and specialized educational technologies. Strong project management skills with ability to manage multiple training projects simultaneously while maintaining quality and meeting deadlines. Customer-focused mindset with ability to understand diverse learning needs and adapt training approaches accordingly. Analytical skills to evaluate training effectiveness, interpret feedback data, and implement continuous improvements. Collaborative approach with ability to work effectively with cross-functional teams including compliance, product, and customer success professionals. Supervisory Responsibility This role does not have direct supervisory responsibilities but may coordinate with contractors, subject matter experts, and external training vendors as needed for content development and delivery. Qualifications and Experience Bachelor's degree in Education, Instructional Design, Communications, Business, or related field. 5+ years of experience in training development and delivery, preferably in software, technology, or financial services environments. 3+ years of instructional design experience with demonstrated ability to create engaging, effective training materials and curricula. Experience with adult learning principles, training evaluation methodologies, and competency-based education approaches. Proficiency with Microsoft Office Suite, especially PowerPoint, Word, and Excel for content development and data analysis. Experience with AI tools for content creation including Large Language Models (ChatGPT, Claude, Gemini) and AI-powered training platforms. Strong presentation skills with experience delivering training to professional audiences through various modalities including virtual and in-person formats. Expertise of payroll processes and tax compliance concepts sufficient to develop accurate training content. Preferred Skills Master's degree in Education, Instructional Design, or related field, or professional training certifications (CPTD, CPLP). Experience with learning management systems (LMS), e-learning authoring tools (Articulate, Captivate, Camtasia), and training platforms. Video production and editing skills for creating multimedia training content and interactive learning experiences. 3+ years of payroll or tax compliance experience providing deeper subject matter expertise for training content accuracy. Advanced AI integration experience including personalized learning path creation, automated content updates, and intelligent assessment systems. Experience with customer training programs in SaaS or enterprise software environments with understanding of user adoption challenges. Graphic design skills and familiarity with design software (Adobe Creative Suite, Canva) for creating visually appealing training materials. Project management certification or experience managing complex training initiatives across multiple customer segments. Experience with virtual reality (VR) or augmented reality (AR) training technologies for immersive learning experiences. Multi-language capabilities to support international customer base and create localized training content. Train-the-trainer experience with ability to develop internal capabilities and scale training delivery across the organization. #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.$44k-69k yearly est. Auto-Apply 56d agoState & Local Tax Director (Remote)
Tax Staffing Solutions
Remote job
Our client, a worldwide corporation, is seeking to bring in a SALT expert to handle a mixture of Tax Compliance, Research/Planning, Tax Audits and Special Projects. There is heavy interaction with various third parties, so communication skills are extremely important. A mixture between State Income/Franchise work and Indirect Tax (Sales, Use and Property). A rare opportunity-one of the best SALT jobs I've worked on in years!! Below are some detials: Resumes to: taxstaffing@gmail.com Call Matt Ruben at 914-944-3111 for further details. · Coordinate and manage all state and local income and franchise tax audits for Corporation U.S. and its Foreign susidiaries and Divisions. Meet with auditors and supervisors, prepare protests, and represent company at administrative tax hearings, when necessary. · Review over 1500 state and local income and franchise tax returns for accuracy and for potential planning ideas. Look at how Wayfair affects the company. · Research, analyze and make recommendations regarding various state income tax issues, including whether “nexus” exists, the classification of business vs. non-business income, the filing of unitary vs. separate returns, the use of standard vs. alternative apportionment formulas, how to obtain maximum use of net operating losses, and the ability to take advantage of various state tax credits and incentives. · Analyze the state tax consequences of all corporate acquisitions, and dispositions, ensuring that state taxes are minimized (All state taxes, including sales, realty transfer, and corporate income, franchise and withholding taxes are considered). · Develop and assist with the implementation of various corporate restructurings in order to reduce Siemens' total filing requirements and its state tax liability. Recommendations may include merging various entities, or converting certain entities into limited liability companies. · Provide consulting to all operating companies throughout the United States on all state and local decentralized tax functions, including sales and use, property, transfer, and payroll taxes. Respond to technical questions from operating companies, ensure that operating companies are taking advantage of all potential exemptions, develop tax minimization strategies, meet and consult with state tax auditors, and assist with protests and hearings, when necessary. · Draft internal quarterly state tax newsletter, conduct local training sessions on specific tax issues and legislative changes, and conduct an annual state tax conference for all operating companies (over 100 attendees) on various state tax “hot topics”.$63k-108k yearly est. 60d+ agoSr Tax Analyst- remote
Alteryx Inc.
Remote job
We're looking for problem solvers, innovators, and dreamers who are searching for anything but business as usual. Like us, you're a high performer who's an expert at your craft, constantly challenging the status quo. You value inclusivity and want to join a culture that empowers you to show up as your authentic self. You know that success hinges on commitment, that our differences make us stronger, and that the finish line is always sweeter when the whole team crosses together. We are looking for a Sr. Tax Analyst to join our Global Tax Department and support various tax matters. The Senior Tax Analyst is responsible for supporting the company's income tax compliance, tax accounting, and other tax-related projects. This role involves preparing and reviewing federal, state, and local income workpapers and tax returns, preparing quarterly and annual tax provision processes, assisting with transfer pricing calculation and documentation, and supporting various tax planning and process improvement initiatives. This role will report to Tax Manager/Sr. Tax Manager and interact with different domestic and international stakeholders and cross-functional teams and communicate with external vendors. The ideal candidate will have strong technical knowledge of corporate income taxation, excellent analytical and communication skills, and the ability to manage multiple priorities in a dynamic environment. Key Responsibilities * Prepare and review U.S. federal, state, and local income workpapers and tax returns, including extensions and estimated tax payments. * Analyze and review tax data to identify discrepancies, variances and trends. * Assist with quarterly and annual income tax provision calculations and workpapers in accordance with ASC 740. * Perform tax account reconciliations and ensure accuracy of general ledger tax balances. * Preform monthly and quarterly close activities, including journal entries, accruals, reconciliations, analysis and intercompany calculations. * Support preparation of transfer pricing documentation (Master File, Local File, intercompany analysis, benchmarking). * Prepare and file property tax returns and renditions for real and personal property. * Prepare state annual reports, business license and payroll tax registrations or renewals. * Support responses to notices and audits from taxing authorities. * Maintain tax compliance calendar to ensure all filing deadlines are met. * Assist with sales tax reconciliations and filings, as needed. * Monitor and analyze tax regulatory developments, tax law changes, and other authoritative guidance, including research and document related tax impact as needed. * Support tax planning projects, M&A due diligence, tax technology tool implementation, system upgrades, internal control documentation, and ad-hoc tax projects including research and documentation. * Evaluates tax positions, proposes solutions, and escalates issues to tax managers * Identify opportunities to streamline tax compliance and provision processes. Qualifications: * Bachelor's degree in accounting, finance or related field required * CPA or advanced degree (MST, JD) preferred * 3-5+ years of corporate income tax experience, preferably in a public accounting firm and/or corporate tax department. * Solid understanding of U.S. federal and state corporate income tax rules and concepts. * Solid knowledge of ASC 740 and tax accounting principles. * Ability to interpret and apply tax regulations to specific business situations * Strong analytical, problem-solving, communication, and organizational skills. * High attention to detail and accuracy in work. * Proficient in tax preparation and provision software (e.g., OneSource, CorpTax) and Excel. * Ability to manage multiple priorities and meet deadlines in a fast-paced environment. * Compensation 110,000-121,000 plus bonus * Ability to collaborate across business functions and work independently and with a team. * Ethical and committed to maintaining the highest standards of integrity * Experience in NetSuite and Alteryx Designer a plus Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply. As part of our ongoing commitment to a diverse, equitable, and inclusive workplace, we're invested in building teams with a wide variety of backgrounds, identities, and experiences. Benefits & Perks: Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San Francisco and Los Angeles: Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Alteryx will consider for employment qualified applicants with arrest and conviction records. This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant's capacity to serve in compliance with U.S. export controls.$74k-95k yearly est. Auto-Apply 20d ago