Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Tax Operations Manager to join our Tax Operations (Tax Ops.) team. They're responsible for managing and supporting tax processes and production in their local office(s), region, and nationally.
They work closely with local/regional office Tax Ops. leadership to help drive and support tax policies and procedures. They support all faucets of the firm's tax process and production environment.
Responsibilities are, but not limited to:
E-filing support: electronically file in national pools, as well as monitor the e-file portal for respective local office(s), while timely addressing e-file rejections and schema validation errors.
Return assembly management: collate and supervise income tax returns, extensions and miscellaneous information returns in respective local office(s).
SafeSend support: supervise SafeSend assembly, including but not limited to SafeSend delivery to clients in respective local office(s) and national pools.
SurePrep support: supervise the creation of SurePrep binders and verification in respective local office(s) and national pools.
CCH Workflow (XCM) support: create and move tasks, as well as support all XCM reporting and due date management for respective local office(s).
Make updates to PIC and second-responsibility requests.
New client support: support all tax platforms in respective local office(s) and national pools.
National India support: permissions.
Offer support to all Tax Ops. SWAT teams.
E-File forms 1042, 1099, and 8027 for respective local office(s) and national pools.
Understand, troubleshoot, and support Tax department policies and procedures across all offices.
Manage the closing of deadlines for respective regions, as well as offer back-up support for the national footprint.
Train, mentor, and manage Tax Ops. Coordinators in their respective local office(s).
Support newly integrated firms.
Conduct weekly check-in meetings with the Tax Ops. team, as well as providing them with weekly training to improve performance.
Communicate with Tax Ops. team members within their respective regions.
Qualifications
The ideal candidate must:
Bachelor's degree in business administration or related field.
3-5 years of experience in the tax/accounting industry.
Be proficient in Microsoft Office, specifically Word, Outlook, and Excel. (superior Excel skills preferred).
Be knowledgeable on CaseWare, Axcess Tax, GoSystem, CCH Document, GoFileRoom, Avalara, SurePrep, SafeSend, CCH Workflow (XCM), and XCM Calendar.
Can work independently as well as a team player.
Can juggle multiple projects, as well as meet tight deadlines and effectively handle stressful situations.
Can be available to work overtime and weekends during the spring and fall busy seasons.
Possess strong verbal and written communication skills.
Possess strong organizational skills and be detail oriented.
Travel will be required to the respective assigned local office(s) during the busy season and off season for training purposes.
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
Job Description
Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion in proprietary and multi-investor funds. As a valued contributor on our dynamic team, you will be responsible for underwriting and closing investments through LIHTC proprietary funds.
THE IMPACT YOU WILL MAKE
The Senior Underwriter-LIHTC Proprietary Investments role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
* Working with our syndicator partners, this role will structure, underwrite and close potential affordable multifamily proprietary investments utilizing low-income housing tax credits.
* Maintain overall responsibility for the investment review and approval process of proprietary investments including collaboration with internal and external stakeholders.
* Identify and assess the risk profile of equity investments to ensure risk is mitigated and objectives are met within appropriate credit, investment and regulatory guidelines.
* Coordinate with internal and external teams to develop key milestones to achieve a seamless execution.
* Working with management, recommend business solutions based on analysis of internal and market data.
* Actively participate on special project teams as needed.
* Travel to visit prospective investments and markets.
THE EXPERIENCE YOU BRING TO THE TEAM
Minimum Required Experience
* 6 years of LIHTC Equity experience with a track record underwriting and closing LIHTC proprietary investments while maintaining product and credit quality
* Demonstrated experience in modeling and structuring LIHTC proprietary investments, managing critical projects and tight timelines
* Highly motivated self-starter with good attention to detail
* A team player with excellent interpersonal skills who is energized by working in a collaborative, dynamic and evolving team environment
* Strong analytical, verbal, written and presentation communication skills
* Ability to influence through negotiating, persuading others, facilitating meetings, and resolving conflict
* Proficient in tax and accounting matters related to LIHTC
* Ability to successfully manage and engage stakeholders, customers, and vendors and build relationship networks
* Experience gathering accurate information to explain concepts and answer critical questions
* Ability to travel overnight 25% of the time
Desired Experience
* Bachelor's degree or equivalent
* Proven ability to lead projects and complex problem solving skills
* Proven ability to work with people with different functional expertise respectfully and cooperatively towards a common goal.
Multifamily Customer Engagement - Customer and Partner Management - Advisor
Target Pay Range: $123,000 - $161,000 a year
#LI-NL1 - Hybrid
Qualifications
Education:
Bachelor's Level Degree (Required)
The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
Requisition compensation:
123000
to
161000
$123k-161k yearly 21d ago
FedNow Operations Center Lead
Federal Reserve Bank of Richmond 4.8
Boston, MA job
CompanyFederal Reserve Bank of BostonThis is a 1st Shift role, Saturday through Wednesday. Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, FedNowSM, Fedwire , National Settlement Service (NSS), FedCash , FedACH (Automated Clearing House), and Check Services. We are currently leading a strategic effort to transform FRFS to a national, enterprise-focused organization. Through our evolved structure, we will meet the needs of the marketplace for new products and services more quickly, seek to provide a more robust and unified customer experience across our financial service offerings, and create new career growth opportunities for FRFS staff.
The Federal Reserve has developed a new interbank 24x7x365 real-time gross settlement (RTGS) service with integrated clearing functionality, called the FedNow Service. This service enables financial institutions to provide their customers with the ability to send and receive payments any time, any day, and have full access to those funds within seconds. This position is a unique opportunity to be part of this mission-critical Federal Reserve initiative that is transforming the payments landscape in the United States.
Position Contributions -
We're seeking an exceptional Lead for our FedNow Operations team to provide strategic oversight and day-to-day leadership for the Federal Reserve's instant payment service. The ideal candidate will drive operational excellence, foster team development, and ensure service reliability while championing the Fed's values.
The work week for this position is from Saturday through Wednesday. This position requires that any days during the week (Monday through Friday) are on-site with some flexibility on the weekend (Saturday/Sunday). Candidates must reside in a commutable distance from the bank.
What will be expected of you -
Develop and maintain deep expertise on the FedNow Service, staying abreast of industry trends and best practices
Facilitate high pressure troubleshooting calls with customers on Production issues
Ensure the continuous 24/7/365 seamless operation of the FedNow instant payment service
Independently identify gaps within the FedNow ecosystem and proactively propose solutions
Lead, develop, and mentor a diverse team of analysts, fostering a culture of continuous learning, innovation, and operational excellence
Collaborate with cross-functional teams to enhance service delivery, resolve complex issues, and drive strategic initiatives
Translate strategic priorities into actionable operational plans, ensuring alignment with organizational goals
Identify and implement process improvements to enhance the efficiency and reliability of the FedNow Service
Develop and implement metrics and reporting frameworks to measure and communicate operational performance
Manage incident response for critical payment system disruptions, ensuring minimal impact on service delivery
Represent the FedNow Operations team in leadership forums and strategic initiatives, advocating for the team's needs and contributions
Maintain an unwavering commitment to delivering a world-class, end-to-end customer experience
Develop knowledge documentation, training materials, and automation ideas to improve customer experience
Demonstrate flexibility and adaptability to support organizational growth through multiple roles
Expertise You Would Bring -
Education and Experience:
Bachelor's degree with 10+ years of relevant work experience; or 15+ years of relevant work experience
Leadership Experience:
Experience leading teams within 24*7 support operations for a large enterprise
Experience leading support operations for a cloud-based Service (preferred)
Demonstrated ability to inspire, mentor and motivate analysts on high-performing teams
Experience leading through ambiguity and complexity in a rapidly evolving environment
Track record of leading inclusive teams where diverse perspectives are valued
Experience fostering accountability while maintaining psychological safety
Proactively faces difficult issues and supports others who do the same
Analytical and Problem-Solving Skills:
Strong analytical and problem-solving skills with a demonstrated ability to quickly gather, analyze, and synthesize information
Initiative and innovation toward improving customer experience leveraging cutting edge technology
Organizational Skills:
Strong organizational and time management skills
Ability to work in a demanding environment and handle multiple competing priorities
It's added value if you have-
Expertise with ISO20022 messages
ITIL certification
Expertise using ServiceNow or similar tools within a large enterprise
Expertise using Application monitoring tools
Expertise within support operations spanning multiple contact channels
Expertise within support operations for a cloud-based Service
Salary
The salary range for this position is $117,400.00 - $176,200.00. The Boston Fed believes in salary transparency. The final salary and offer will be determined by the applicant's background, skills, internal equity, and alignment with market data. Whether you're developing into the job or are a more seasoned candidate, we aim to pay competitively. If you reside outside of the 1st District, you may be hired by your local Federal Reserve District and compensation will follow hiring District's range and policy.
The Federal Reserve Bank of Boston is committed to provide equal employment opportunities to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
For this job, any offer of employment is contingent upon successfully passing a two-phase security screening. The first phase consists of the satisfactory completion of a physical examination (including a drug screening), reference checks, and a security investigation consisting of credit and criminal history checks.
The second phase, which might not be complete until after you begin working at the Reserve Bank, is an additional risk-based security screening determined by the risk rating of the position. Depending upon the sensitivity of the position, this phase may include, and is not limited to, work and residency eligibility verification, and personal interviews with the candidate, references, and prior employers.
All applicants must have resided in the United States for at least three (3) years
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryOperations Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$38k-42k yearly est. Auto-Apply 14d ago
People & Culture (HR) Summer Intern
Federal Reserve Bank of Richmond 4.8
Boston, MA job
CompanyFederal Reserve Bank of BostonAs an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the nation. You will contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts. The Boston Fed is one of 12 Reserve Banks and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Our mission is accomplished through our Bank's values: community, innovation, integrity, trust, leadership, and excellence.
This position is part of the Bank's Internship/ Co-op Program which is offered to students who are currently enrolled in graduate and undergraduate studies. The Program identifies talented and qualified candidates who could potentially fill professional job openings in the Bank.
Compensation: $18-$36 per hour. Actual pay within the range will be set based on undergraduate/graduate year and relevant experience.
Job Summary:
The Federal Reserve Bank of Boston is seeking a full-time intern to support the People & Culture (HR) group as we partner with our employees and managers in the delivery of key strategic and operational programs.
Responsibilities:
Partner across the department to assist with various functions including:
Support with the summer intern program delivery
Support with new hire orientation
Process capture, job analysis & posting, and other program support
Will partner with HRIT team to leverage available HRIS systems to assist in the unit functions and participate in analysis for various HR groups using Microsoft Office software
Assist the Compliance and Talent Acquisition teams with the quality assurance and quality control of important People & Culture documents
Participate in candidate-engagement activities including validating and maximizing CRM usage
Work with compensation team on processing mid-year actions, job family review, and analytical work
The successful candidate will:
Be enrolled in an accredited Associates or Bachelor's program, ideally having completed at least one year of collegiate study
Have a working knowledge of MS Word, Excel, and Outlook - good aptitude with computer programs and applications is desirable
Solid interpersonal and written communication skills
Strong attention to detail and the ability to work in an environment where accuracy is appreciated
The Federal Reserve Bank of Boston is committed to a diverse and inclusive workplace and to provide equal employment opportunities to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
As a condition of employment, all Federal Reserve Bank of Boston employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning financial interests - such as stocks or bonds - from banks, savings associations, and systemically important financial institutions or their affiliates, such as bank holding companies or savings and loan holding companies. If you, your spouse or domestic partner, or your minor child own such assets and would be unwilling or unable to divest them if you were to accept a job offer, you should raise this issue with our recruitment team. Applicants should review the
Bank's Employee Code of Conduct
to ensure compliance with conflict of interest rules and personal investment restrictions.
The above statements are intended to describe the general nature and level of work required of this position. They are not intended to be an exhaustive list of all duties, responsibilities or skills associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$18-36 hourly Auto-Apply 2d ago
Intern, Regional and Community Banking
Federal Reserve Bank of Richmond 4.8
Boston, MA job
CompanyFederal Reserve Bank of BostonAs an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the nation. You will contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts. The Boston Fed is one of 12 Reserve Banks and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Our mission is accomplished through our Bank's values: community, innovation, integrity, trust, leadership, and excellence.
Job Summary:
This intern position is in the Regional and Community Banking function of the Supervision, Regulation, and Credit department. The Regional & Community (R&C) banking unit is organized under the Supervision, Regulation, and Credit Department and is responsible for ensuring compliance with laws and regulations and for assessing the safety and soundness of bank holding companies and state chartered banks that are members of the Federal Reserve. Seeking candidates interested in an opportunity to gain exposure to the supervision and regulation of financial institutions throughout New England. This position is responsible for assisting with the supervision of financial institutions by identifying risks through various analytical assignments intended to assist in the assessment of operating in a safe and sound manner and in compliance with applicable laws and regulations. This position is also responsible for providing assistance to Exam Logistics, the operational team that supports the exam function responsible for the supervision of financial institutions.
Principal Accountabilities:
The successful candidate will work on projects related to risk in community banking, including but not limited to financial statement analyses and data collection/manipulation. Project work will focus on working with and analyzing information related to commercial loans. In addition, the candidate should be able to perform other duties as assigned related to supporting critical areas of examination processing, technology, analysis, and training, including providing administrative support for exam report processing, including quality reviews; projects related to records management in accordance with Federal Reserve guidance; and conference planning.
The successful candidate is expected to have:
Undergraduate or graduate student in business, finance, or economics
Fluent in Excel, PowerPoint, Word, Tableau, Acrobat
Experience and skills related to cash flow analysis and basic accounting
Desire to learn about community banking and commercial credit analysis
Strong administrative skills and attention to detail
Strong communication skills
Ability to work in deadline driven environment
Ability to multi-task on several ongoing projects
Comfort level with learning new technology as utilizing internal applications will also be required
This internship will be an onsite role.
Compensation: $18-$36 per hour. Actual pay within the range will be set based on undergraduate/graduate year and relevant experience.
As a condition of employment, all Federal Reserve Bank of Boston employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning financial interests - such as stocks or bonds - from banks, savings associations, and systemically important financial institutions or their affiliates, such as bank holding companies or savings and loan holding companies. If you, your spouse or domestic partner, or your minor child own such assets and would be unwilling or unable to divest them if you were to accept a job offer, you should raise this issue with our recruitment team. Applicants should review the
Bank's Employee Code of Conduct
to ensure compliance with conflict of interest rules and personal investment restrictions.
This position requires access to confidential supervisory information and/or FOMC information, which is limited to "Protected Individuals" as defined in the U.S. federal immigration law. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and U.S. permanent residents who either are not yet eligible to apply for naturalization or who have applied for naturalization within the requisite timeframe.
For this job, any offer of employment is contingent upon successfully passing a two-phase security screening. The first phase consists of the satisfactory completion of a physical examination (including a drug screening), reference checks, and a security investigation consisting of credit and criminal history checks.
The second phase, which might not be complete until after you begin working at the Reserve Bank, is an additional risk-based security screening determined by the risk rating of the position. Depending upon the sensitivity of the position, this phase may include, and is not limited to, work and residency eligibility verification, and personal interviews with the candidate, references, and prior employers.
All applicants must have been a US Citizen or a permanent resident who also resided in the United States for at least three (3) years.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years. All candidates must undergo an enhanced background check and comply with all applicable information handling rules.
The above statements are intended to describe the general nature and level of work required of this position. They are not intended to be an exhaustive list of all duties, responsibilities or skills associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$18-36 hourly Auto-Apply 6d ago
Tax Senior - Business Advisory Solutions (49492)
Citrin Cooperman 4.7
Worcester, MA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Senior to join our Business Advisory Solutions (BAS) Department. As a BAS Senior, you will be responsible for:
Preparation of tax closings, closing of books, and tax preparation
Assist with the coordination of the day-to-day duties of planning, fieldwork, and wrap-up
Intermediate understanding of accounting and reporting standards, gaining experience in researching as it relates to accounting issues
Experience with reporting temporary and permanent book/tax differences
Understanding of miscellaneous tax filings including sales tax, payroll tax returns and 1099s
Perform tax research to resolve issues
Experience in analyzing and reviewing client accounting records and financial statements
Work with client accounting records and software including Quickbooks
Review and verify the accuracy of journal entries and accounting classification assigned to various records.
Communicate effectively with clients
Contribute to a strong client relationship through positive interactions with client personnel
Mentor and train lighter level staff
Communicate with Manager, and/or Director on work status and client issues that arise
Qualifications
Bachelor's degree in accounting
Minimum of 3 years of experience gained within a public accounting firm required
CPA or CPA eligible preferred
Excellent verbal and written communication skills
Demonstrated teamwork and leadership skills
Ability to work independently, but also work well with others
Approaches projects with a sense of urgency
Outstanding analytical, organizational and project management skills
Proficient in Microsoft Office Applications
Knowledge of CCH Axcess, Caseware, and Go File Room is a plus
$90k-113k yearly est. 18d ago
Quantitative Model Audit Lead
Fannie Mae Corp 4.6
Boston, MA job
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
Job Description
As a valued member of our Internal Audit team, you will serve as a team lead, supporting the planning, execution, and reporting of model risk-related audits across the mortgage finance business. This role focuses on areas such as interest rate modeling, market risk analysis, funding and liquidity risk management, and capital markets activities. Additionally, you will also coach and mentor junior team members.
We are currently hiring for one role that can sit out of either Reston, DC, Plano, or Boston.
THE IMPACT YOU WILL MAKE
The Quantitative Model Audit Lead role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
* Assist with planning, executing and reporting model audit engagements and technical audit reviews of models. Provide credible challenge in auditing the modeling practices across the enterprise, including evaluation of development documentation, validation activities and ongoing monitoring.
* Apply specialized technical knowledge and expertise to perform model reviews in any or more of the following areas related to mortgage finance activities: market risk, credit risk, and counterparty credit risk.
* Serve as day-to-day project leader for audits ensuring projects are completed on time, within scope and budget. Review and finalize staff work papers and draft audit reports with Model Audit Manager / Director.
* Provide day-to-day project management oversight of other model Auditors (including project guidance and informal coaching). Conduct first level review of work and documentation. Communicate audit objectives; inspire and motivate team members to achieve results.
* Engage in continuous model risk assessments and monitoring in coverage areas.
* Build and maintain relationships with business partners. Provide advice and share Internal Audit knowledge with business partner managers and staff to strengthen governance, risk and control environments, as appropriate.
* Understand model risk regulatory requirements, supervisory guidance (e.g. SR 11-7), model risk policy and current industry practices in market, credit or counterparty credit risk modeling. Coach junior staff and conduct training across the team and division in these areas.
* Communicate technical subject matter clearly and concisely to department leadership and teams.
THE EXPERIENCE YOU BRING TO THE TEAM
Minimum Required Experiences
* Master's degree in Statistics, Quantitative Finance, Financial Engineering, Economics, or a related quantitative discipline
* 4+ years of experience in quantitative analytics, including model development, validation, or auditing in market risk areas such as:
* Term structure models
* Mortgage rate models
* Fixed income valuation models
* Strong analytical and critical thinking skills with attention to detail
* Excellent written and verbal communication skills
* Solid project management capabilities
* Proficiency in Python, R, or similar programming languages
* Self-motivated and able to work independently
Desired Experiences
* Ph.D. degree in quantitative Finance disciplines
* Professional certification, such as CPA, CFA, FRM, CIA
* Audit experience at a large financial institution or consulting company
* Strong organizational, multi-tasking and prioritizing skills
* Knowledge of credit risk modeling of single-family and multi-family mortgages
* Knowledge of interest rate risk management practices, including market risk analysis, interest rate hedges
* Knowledge of mortgage finance and secondary mortgage market
* Knowledge of AI/ML modeling and validation
Internal Audit - Quantitative Modeling - Lead Associate
138,000 - 180,000 a year
#LI-Hybrid #LI-ME1
Qualifications
Education:
Bachelor's Level Degree (Required)
The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
Requisition compensation:
138000
to
180000
$91k-125k yearly est. 60d+ ago
Account Specialist I - SBT
Fintech Brand 4.2
Beverly, MA job
Join Fintech SBT in Beverly, Massachusetts as an Account Specialist!
The Account Specialist position encompasses a unique combination of customer support, problem-solving, financial operations support, technical assistance, and other functions key to our company's philosophy of providing excellent client service. The Account Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.
Essential Functions:
Ensure all client inquiries are responded to appropriately and on a timely basis
Timely processing of files and changes requested.
Obtain and evaluate all relevant information to handle product and service inquiries.
Maintain knowledge of Fintech policies, products, services, and internal procedures
Educate clients on the Fintech SBT portal and processes
Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and client end-user experience.
Assist with updating SOPs and creating training documentation for internal and external use
Keep management apprised of critical client situations
Promote positive interactions with all Fintech business units
Ensure positive client experience through high quality service both written and verbal
Respond to and resolve complex issues through incident recognition, research and resolution
Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants
Ongoing account maintenance as required
Adhere to department standard for Zendesk case assignments and closures
Other tasks as assigned
Qualifications:
1-3 years client service experience
Positive Interpersonal skills
Excellent verbal and written communication skills
People-oriented and client-focused
Problem analysis and problem-solving
Solution knowledge
Detail-oriented
Exceptional organizational skills and the ability to prioritize assignments
Ability to produce results quickly
Motivated, independent, able to work under pressure and meet deadlines
Must be fluent Windows user with a basic understanding of database operation
Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
Experience in helpdesk or ticketing system a plus
Detail-oriented with excellent organizational skills
Our Benefits:
Employer Matched 401K
Company Paid Medical Insurance Option for Employee and Dependent Children
Company Paid Dental Insurance for Employee
Company Paid Vision Insurance for Employee
Company Paid Long and Short-Term Disability
Company Paid Life and AD&D Insurance
18 Paid Vacation Days a Year
Six Paid Holidays
Employee Recognition Programs
Incentive Compensation
Business Casual Dress Code
SBT Account Specialist Range: $48,000 - $52,000 annually, depending on experience.
Fintech SBT (formerly Nexxus Group)
is a division of Financial Information Technologies, LLC, (“Fintech”) a leading business solutions provider for the hospitality and retail industries. Fintech SBT is a leader in the scan-based trading segment of on-site retail. Retailers use scan-based trading when they require their suppliers to consign merchandise into their stores. Fintech SBT manages the retailer/supplier price book (the record of what retailers must pay their suppliers when merchandise is sold at retail). When a customer purchases the product at retail, the sales record is sent to Fintech SBT (most daily, some weekly). This information is integrated with the price book to determine the amount owed by the retailer and to the supplier. Fintech SBT creates invoices to retailers, receives payments from the retailers and then makes payments to the suppliers.
Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.
$48k-52k yearly 47d ago
Tax Manager
Citrin Cooperman Advisors LLC 4.7
Braintree Town, MA job
Citrin Cooperman is one of the largest accounting and consulting firm in the United States, and 4th among mid-Atlantic firms, with over 2,400 employees in 21 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for a Commercial Tax Services Manager to join our Tax department in our Braintree office. As a Tax Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
NOTE: This is a hybrid position.
Responsibilities:
Review tax projections, tax workpapers and tax returns.
Possess strong corporate tax knowledge and experience in S Corps, Partnerships, etc.
Provide effective consulting, planning and compliance for your clients.
Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues.
Perform tax research to resolve issues.
Maintain strong relationships with a highly proactive approach to serving clients.
Coordinates with Partner to ensure timeliness and effective communication for proper planning of project.
Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice.
Maintaining knowledge of new tax issues and general business trends that affect the client.
Qualifications:
Bachelor's degree in Accounting required, Masters in Taxation is preferred, CPA preferred.
7+ years of progressive public accounting experience.
Excellent written and verbal communication skills.
Capable of managing multiple client engagements.
A track record of building and sustaining client relationships and high quality client service.
Outstanding analytical, organizational and project management skills.
Proficient with CCH Axcess, Caseware, Quickbooks, CCH Answerconnect, RIA Checkpoint, XCM, CCH Document and Microsoft Office.
What we offer:
Competitive Base Salary and annual performance-based bonuses.
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives.
Employer contribution to Life Insurance, and 401(k) plan.
Generous Paid Time off.
Customized learning and development opportunities and continuing professional education both in-house and virtually.
Hybrid, flex, and work opportunities available.
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution.
About Citrin Cooperman
Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 500 partners and over 2,400 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
$82k-117k yearly est. Auto-Apply 60d+ ago
Intern, Research Department
Federal Reserve Bank of Richmond 4.8
Boston, MA job
CompanyFederal Reserve Bank of BostonAs an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the nation. You will contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts. The Boston Fed is one of 12 Reserve Banks and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Our mission is accomplished through our Bank's values: community, innovation, integrity, trust, leadership, and excellence.
The Research Department of the Federal Reserve Bank of Boston is offering a limited number of exciting internships to qualified college students. Summer internships are full-time paid positions that start in May/June and typically last 10 to 12 weeks. Summer interns can expect to work on one or more projects with the Bank's economists and research analysts to conduct research in various areas of economics and will develop valuable data analysis and programming skills.
Compensation: $18-$36 per hour. Actual pay within the range will be set based on undergraduate/graduate year and relevant experience.
Requirements
Currently pursuing a bachelor's degree with emphasis in economics or a closely related field, such as finance, statistics, mathematics, or computer science
Working knowledge of econometrics and/or statistics packages such as Stata, MATLAB, R, or Python
Excellent oral and written communication skills
Must be authorized to work in the United States
How to Apply
Applications will be accepted through Friday, February 20th, 2026 and interviews will be conducted on a rolling basis until all positions are filled. Applications should include the following:
Cover letter. Your cover letter should be addressed to Jeffrey Kelley, Business Manager. It should describe your interest in the position, including how an internship at the Fed is relevant to your career aspirations, as well as particular qualities or skills that make you a good candidate. Please also specify your availability and any areas of special interest in economics.
Résumé. Résumés should include all education information, including institutions attended and areas of concentration, overall undergraduate GPA as well as GPA in your major, graduate GPA (if applicable), computer skills, and relevant work experience. Your résumé should also include at least one reference.
Transcript. Unofficial transcripts from each college or university attended are acceptable at point of application. Official transcripts may be requested of internship finalists.
Please click here to apply.
For questions about our internship program, please send your inquiry to ******************************.
The Federal Reserve Bank of Boston is committed to a diverse and inclusive workplace and to provide equal employment opportunities to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
As a condition of employment, all Federal Reserve Bank of Boston employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning financial interests - such as stocks or bonds - from banks, savings associations, and systemically important financial institutions or their affiliates, such as bank holding companies or savings and loan holding companies. If you, your spouse or domestic partner, or your minor child own such assets and would be unwilling or unable to divest them if you were to accept a job offer, you should raise this issue with our recruitment team. Applicants should review the
Bank's Employee Code of Conduct
to ensure compliance with conflict of interest rules and personal investment restrictions.
The above statements are intended to describe the general nature and level of work required of this position. They are not intended to be an exhaustive list of all duties, responsibilities or skills associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$18-36 hourly Auto-Apply 2d ago
Audit Managing Director (49172)
Citrin Cooperman 4.7
Braintree Town, MA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Audit Managing Director to join our Audit & Attest Department. As an Audit Managing Director, you will be responsible for:
Responsibilities:
Technical Expertise
Client industry knowledge including but not limited to professional service, franchising, technology, construction, manufacturing & distribution, and/or real estate.
Possess strong technical audit/attest skills with deep knowledge of GAAP, GAAS and other regulatory requirements.
Manage risk and financial performance of engagements
Continuously reviews performance of engagement teams and resolves discrepancies.
Client Service
Provide timely, high-quality audit/attest services that meet client expectations including coordinating all aspects of audit/attest engagements with a team of professionals.
Build and manage a portfolio of clients while acting as the point of contact.
Responsible for client billing, collections, and budgeting.
Growing the Practice
Candidate must be a self-starter and have strong leadership qualities.
Initiate and participate in pursuits of new clients; involve others in pursuits to train our next generation of rainmakers.
Cross-sell to our existing client base.
Participate in industry organizations and professional development programs.
Speak and/or write on emerging topics and trends.
Perform administrative functions to achieve firm goals.
Talent
Recruit, develop, motivate, and train our talent.
Act as a coach and mentor to other professionals, including business development activities.
Engage in a collaborative, team-oriented approach.
Qualifications
Bachelor's degree in accounting required and active CPA license, advanced degree desirable.
10+ years of current or recent experience in a public accounting environment.
Ability to work in a variety of commercial industries; professional services; franchising; technology; construction; manufacturing & distribution; and/or real estate experience a plus.
A track record of building and sustaining client relationships.
Excellent communication skills - verbal and written; ability to articulate complex business and technical audit/attest issues.
Project management and critical thinking skills.
$139k-210k yearly est. 18d ago
Consultant
CFGI 4.2
Boston, MA job
Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management.
Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects.
· Make a true business impact with your clients.
· Own projects from start to finish.
· Experience client interaction and thrive in a client-facing role.
· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
· Enjoy the flexibility of office/remote/client site work locations (engagement specific).
· Create your own path.
· Enjoy what you do! What you might expect: · Preparation of operational due diligence for complex transactions (i.
e.
- acquisitions and divestitures, stock offerings, debt raises, IPO's).
· Accounting projects focused on carving out business units/subsidiaries.
· Integration with client's internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.
· Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.
e.
- 10K's, 10Q's, S-1 and S-4 filings, audit coordination).
· Research & documentation projects related to new ASC accounting standards.
· Process improvement projects and implementation of changes.
Who you are: · An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
· Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.
· Strong technical skills and a working knowledge of U.
S.
GAAP and SEC reporting.
· Effective analytical and critical thinking abilities.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· High energy with commitment to quality client service.
CFGI is dedicated to offering our employees strong and inclusive total compensation packages.
Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications.
The good-faith estimated base salary range for this position is: $95,000 - $110,000.
In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance.
$95k-110k yearly Auto-Apply 60d+ ago
Entry Level Full Time 2026 | Tax Staff | Braintree (47200)
Citrin Cooperman 4.7
Braintree Town, MA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Staff in the Commercial Tax Services (CTS) Department. As a CTS Staff, you will be responsible for:
Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual)
Organizing tax information and assisting with tax notices and examinations
Assisting with tax audits, perform light research projects and monitor and review financial information
Communicate with Senior and/or Manager on work status and client issues that arise.
Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence.
Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Qualifications
Bachelor's degree required; master's in taxation preferred
Minimum of 2 years of experience in public accounting
Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation
CPA eligibility preferred
Be able to apply basic accounting principles to engagements
Have excellent written and verbal communication skills
Be highly motivated and able to work individually and in a team setting
Have outstanding analytical, organizational and project management skills
Have the ability to multi-task
Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus
$57k-69k yearly est. 18d ago
FRFS Wholesale Payments Specialist - 2nd Shift
Federal Reserve Bank of Richmond 4.8
Boston, MA job
are 11:00am to 7:30pm Eastern time. Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, FedNowSM, Fedwire , National Settlement Service (NSS), FedCash , FedACH (Automated Clearing House), and Check Services. We are currently leading a strategic effort to transform FRFS to a national, enterprise-focused organization. Through our evolved structure, we will meet the needs of the marketplace for new products and services more quickly, seek to provide a more robust and unified customer experience across our financial service offerings, and create new career growth opportunities for FRFS staff.
We are seeking leaders to set the vision, strategy, values, and priorities that enable FRFS to achieve its mission. Our leaders must demonstrate a strategic, action-oriented mindset focused on intellectual curiosity, agility, accountability, and the ability to drive innovation through experimentation. To achieve our vision for a people-focused organization with a strong collaborative and innovative culture, we expect our leaders to champion an inclusive environment and demonstrate our values in how we work and interact with each other and our broader community.
This position is responsible for customer relationship management for six Federal Reserve Districts and collateral custodial operations for the entire System as well as for processing off-line (telephone) securities transfers for customers without an electronic connection and for any Fedwire customer experiencing a service disruption. The Fedwire Payments Specialist must possess a strong understanding of the funds and securities industry and the characteristics of its major players. This position manages over 14,000 collateral custodial relationships for state and local governments by monitoring/analyzing collateral values to ensure collateral requirements are satisfied.
The position will be primarily on-site with residency commutable to our Boston office.
As part of the Federal Reserve Financial Services (FRFS), this position handles all aspects of the customer relationship by obtaining and authenticating documentation, establishing, closing or merging customer funds transfer or securities accounts, provides customer education, and coordinates with the customer and with other national sites that provide interfacing customer services. Consults financial institutions, State Treasurers and local government entities throughout the United States regarding Joint Custody collateral transactions. Analyzes collateral values to ensure compliance with the relevant Operating Circular. Mitigates risk through weekly APS processing of FRB New York's unique responsibilities. These responsibilities include making updates to Foreign Central Bank Services, monitoring the National Settlement System, making updates for the international CLS and CHIPS settlement systems, stripping and reconstituting government securities for securities issuers, and granting extensions to the closing time for national payment systems.
Responds to requests from financial institutions and their auditing firms.
Researches and responds to customer inquiries or problems.
Tracks and communicates customer database changes to Fedwire management.
Meets established customer relationship service level agreements and quality measures.
Maintains a strong working knowledge of the funds and securities transfer applications and required databases, local and standard operating procedures, Operating Circulars and Regulation J.
Process various daily accounting entries using various on-line applications in order to balance cost center work units at end of day, contacting and coordinating with other district accounting personnel, if necessary.
As required to supplement the offline unit, executes irrevocable individual transfers of funds and treasury and government securities for participating institutions nationwide.
Contacts authorized personnel at financial institutions to report incoming credits to the Reserve account.
Ensure that customers follow all security controls, authorized relationship service level agreement and quality measures.
Escalate to management any service-related problems, either with customers or applications.
Provide annual weekend testing support.
Work closely with customers over the phone to test software and network connections to restore service and resolve any contingency communication issues.
Assist and participates in the development of new operational procedures related to all business processes.
Required Qualifications
Knowledge and experience normally acquired through, or equivalent to, the completion of an Associate's degree and a minimum of 2 years of job-related experience.
Strong phone skills (this is a phone heavy position with superior customer service skills)
Strong 10 key/Data entry experience in a Banking environment is a must.
Must be proficient in Word and Excel. Excellent customer service skills.
Salary
The salary range for this position is $57,400 - $71,800 - $86,100. The Boston Fed believes in salary transparency. The final salary and offer will be determined by the applicant's background, skills, internal equity, and alignment with market data. Whether you're developing into the job or are a more seasoned candidate, we aim to pay competitively.
The Federal Reserve Bank of Boston is committed to provide equal employment opportunities to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
For this job, any offer of employment is contingent upon successfully passing a two-phase security screening. The first phase consists of the satisfactory completion of a physical examination (including a drug screening), reference checks, and a security investigation consisting of credit and criminal history checks.
The second phase, which might not be complete until after you begin working at the Reserve Bank, is an additional risk-based security screening determined by the risk rating of the position. Depending upon the sensitivity of the position, this phase may include, and is not limited to, work and residency eligibility verification, and personal interviews with the candidate, references, and prior employers.
All applicants must have resided in the United States for at least three (3) years.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) NoJob CategoryCustomer Experience Family GroupWork ShiftSecond (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
A Tax intern is provided with tools and training to gain professional skills and experience. The internship is structured as a learning experience that combines class theory with real world applications.
The Winter Internship Program is during our busy season, usually beginning early January and ending in April or May depending on your department.
Responsibilities, but not limited to:
Preparing tax returns and tax extensions
Organizing tax information
Assisting with tax notices and examinations
Maintain working knowledge of tax preparation software used in office.
Various administrative tasks, as needed.
Qualifications
The ideal candidate must:
Be a junior or year prior to graduation (dependent on 4- or 5-year program)
Have completed at least one tax class.
Have the flexibility to work a minimum of 25 hours each week.
Have the flexibility to work weekends as needed.
Have a minimum GPA of 3.0/4.0
Must be authorized to work in the US.
Have strong organizational, interpersonal and communication skills.
Be detail oriented.
Be proficient in Microsoft Office Suite
Be a participant in the VITA Program
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
$54k-80k yearly est. 7d ago
Intern, State Street Dedicated Supervisory Team
Federal Reserve Bank of Richmond 4.8
Boston, MA job
CompanyFederal Reserve Bank of BostonThis position is part of the Bank's Internship/ Co-op Program which is offered to students who are currently enrolled in graduate and undergraduate studies. This Program identifies talented and qualified candidates who could potentially fill professional job openings in the Bank. As part of the central bank of the United States, the Boston Fed works to promote sound growth and financial stability in New England and the nation.
Our team contributes to communities, the region, and the nation by supporting the supervision of financial institutions and supporting economic well-being in communities through a variety of efforts. The Boston Fed is one of 12 Reserve Banks, and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Our mission is accomplished through our Bank's values: community, innovation, integrity, trust, leadership, and excellence.
Overview of Team/ Function:
The Supervision, Regulation and Credit Department of the Federal Reserve Bank of Boston has an opening for a co-op within the (DST) within the Large Institution Supervisory Coordinating Committee (LISCC) program. The DST serves as the primary Federal Reserve supervisory contact for the firm and communicates supervisory messages to the firm, including supervisory ratings and annual assessments. The DST is responsible for supervisory planning, executing supervision/examinations, and monitoring the firm's overall safety and soundness. The DST is involved in all aspects of the examination process due to the close relationship with the supervised firm.
Analyze regulatory, financial, and company specific data and evaluate trends.
Participate in scheduled exams and other supervisory events; assist Examiner-in-Charge and examiners with administrative tasks. Review firm reporting and supervisory conclusions to ascertain risk levels and controls.
Assist with the project management of the supervised firm's annual assessment process.
Assist in the development of team reporting that tracks supervisory events key deliverables.
Participate in training opportunities on risk management and control topics.
Qualifications:
High school degree or equivalent; must be enrolled in an accredited university/college program
Relevant coursework in public policy, statistics, accounting, finance, or economics.
Strong analytical and critical thinking skills demonstrated by the ability to assimilate new information, understand complex topics, produce sound analysis and recommend a path toward achieving team objectives.
Excellent communication skills, both written and oral presentation.
Ability to thrive as a member of a team and to build collaborative working relationships with colleagues across teams and at different levels.
Proficient in MS Office products: Excel, Word, PowerPoint.
This internship will be an onsite role.
Compensation: $18-$36 per hour. Actual pay within the range will be set based on undergraduate/graduate year and relevant experience.
As a condition of employment, all Federal Reserve Bank of Boston employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning financial interests - such as stocks or bonds - from banks, savings associations, and systemically important financial institutions or their affiliates, such as bank holding companies or savings and loan holding companies. If you, your spouse or domestic partner, or your minor child own such assets and would be unwilling or unable to divest them if you were to accept a job offer, you should raise this issue with our recruitment team. Applicants should review the
Bank's Employee Code of Conduct
to ensure compliance with conflict of interest rules and personal investment restrictions.
This position requires access to confidential supervisory information and/or FOMC information, which is limited to "Protected Individuals" as defined in the U.S. federal immigration law. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and U.S. permanent residents who either are not yet eligible to apply for naturalization or who have applied for naturalization within the requisite timeframe.
For this job, any offer of employment is contingent upon successfully passing a two-phase security screening. The first phase consists of the satisfactory completion of a physical examination (including a drug screening), reference checks, and a security investigation consisting of credit and criminal history checks.
The second phase, which might not be complete until after you begin working at the Reserve Bank, is an additional risk-based security screening determined by the risk rating of the position. Depending upon the sensitivity of the position, this phase may include, and is not limited to, work and residency eligibility verification, and personal interviews with the candidate, references, and prior employers.
All applicants must have been a US Citizen or a permanent resident who also resided in the United States for at least three (3) years.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years. All candidates must undergo an enhanced background check and comply with all applicable information handling rules.
The above statements are intended to describe the general nature and level of work required of this position. They are not intended to be an exhaustive list of all duties, responsibilities or skills associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$18-36 hourly Auto-Apply 6d ago
Director - Audit & Attest (50080)
Citrin Cooperman 4.7
Braintree Town, MA job
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for a Director to join the Audit Department. As an Audit Director, you will be responsible for:
Lead engagement teams in conducting comprehensive audits, reviews, and compilations, including fieldwork, testing, and documentation review.
Identify key audit risk areas, formulate overall audit approaches, and present conclusions to Partners.
Train and mentor team members to ensure high-quality work, streamline processes, and foster professional growth.
Cultivate positive relationships with clients through proactive communication and engagement with client personnel.
Coordinate and communicate with Partners regarding work status and client issues.
Evaluate staff performance and deliver constructive feedback as needed.
Develop budgets and pricing strategies for audit engagements.
Participate in business development activities, including proposal preparation, and networking events, to support the growth and expansion of the firm.
Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices.
Participate in professional development activities to enhance technical skills and knowledge.
Qualifications
Bachelor's degree in Accounting or related field.
CPA or obtain 150 credit hours for CPA eligibility.
Minimum of 6 years with a public accounting firm required, including at least 2 years in a supervisory capacity.
Proficiency in managing teams across various engagements.
Excellent verbal and written communication skills, with a focus on client responsiveness.
Strong analytical, organizational, and project management abilities.
Demonstrated teamwork and leadership skills.
Ability to excel both independently and collaboratively.
Proficient in Microsoft Office Applications.
Knowledge of Caseware/Caseview is a plus.
$107k-143k yearly est. 10d ago
Account Specialist I - SBT
Fintech 4.2
Beverly, MA job
Join Fintech SBT in Beverly, Massachusetts as an Account Specialist! The Account Specialist position encompasses a unique combination of customer support, problem-solving, financial operations support, technical assistance, and other functions key to our company's philosophy of providing excellent client service. The Account Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.
Essential Functions:
* Ensure all client inquiries are responded to appropriately and on a timely basis
* Timely processing of files and changes requested.
* Obtain and evaluate all relevant information to handle product and service inquiries.
* Maintain knowledge of Fintech policies, products, services, and internal procedures
* Educate clients on the Fintech SBT portal and processes
* Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and client end-user experience.
* Assist with updating SOPs and creating training documentation for internal and external use
* Keep management apprised of critical client situations
* Promote positive interactions with all Fintech business units
* Ensure positive client experience through high quality service both written and verbal
* Respond to and resolve complex issues through incident recognition, research and resolution
* Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants
* Ongoing account maintenance as required
* Adhere to department standard for Zendesk case assignments and closures
* Other tasks as assigned
Qualifications:
* 1-3 years client service experience
* Positive Interpersonal skills
* Excellent verbal and written communication skills
* People-oriented and client-focused
* Problem analysis and problem-solving
* Solution knowledge
* Detail-oriented
* Exceptional organizational skills and the ability to prioritize assignments
* Ability to produce results quickly
* Motivated, independent, able to work under pressure and meet deadlines
* Must be fluent Windows user with a basic understanding of database operation
* Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
* Experience in helpdesk or ticketing system a plus
* Detail-oriented with excellent organizational skills
Our Benefits:
* Employer Matched 401K
* Company Paid Medical Insurance Option for Employee and Dependent Children
* Company Paid Dental Insurance for Employee
* Company Paid Vision Insurance for Employee
* Company Paid Long and Short-Term Disability
* Company Paid Life and AD&D Insurance
* 18 Paid Vacation Days a Year
* Six Paid Holidays
* Employee Recognition Programs
* Incentive Compensation
* Business Casual Dress Code
SBT Account Specialist Range: $48,000 - $52,000 annually, depending on experience.
Fintech SBT (formerly Nexxus Group) is a division of Financial Information Technologies, LLC, ("Fintech") a leading business solutions provider for the hospitality and retail industries. Fintech SBT is a leader in the scan-based trading segment of on-site retail. Retailers use scan-based trading when they require their suppliers to consign merchandise into their stores. Fintech SBT manages the retailer/supplier price book (the record of what retailers must pay their suppliers when merchandise is sold at retail). When a customer purchases the product at retail, the sales record is sent to Fintech SBT (most daily, some weekly). This information is integrated with the price book to determine the amount owed by the retailer and to the supplier. Fintech SBT creates invoices to retailers, receives payments from the retailers and then makes payments to the suppliers.
Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.
$48k-52k yearly 48d ago
Intern, Internal Audit
Federal Reserve Bank of Richmond 4.8
Boston, MA job
CompanyFederal Reserve Bank of BostonAs an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the nation. You will contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts. The Boston Fed is one of 12 Reserve Banks and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Our mission is accomplished through our Bank's values: diversity, equity and inclusion, innovation, integrity, and leadership.
This position is part of the Bank's Internship/ Co-op Program which is offered to students who are currently enrolled in graduate and undergraduate studies. The Program identifies talented and qualified candidates who could potentially fill professional job openings in the Bank.
Compensation: $18-$36 per hour. Actual pay within the range will be set based on undergraduate/graduate year and relevant experience.
Job Summary:
Responsible for assisting in the development of the Internal Audit Department's data analytics program to support audits and continuous risk assessment activities.
Job Responsibilities:
Assists in analyzing and presenting data using statistical analysis and data visualization techniques to identify underlying issues/emerging risks, recognize trends, and cause and effect relationships to formulate audit insights
Partners with the audit team to identify opportunities to embed analytical approaches throughout the audit lifecycle and assists in the definition of audit approaches to generate insights on key risks facing the organization
Supports the collection and analysis of data to support audit conclusions.
Supports the translation of audit scenarios and requirements into technical specifications, assists in building solutions.
Follows established approaches to ensure the integrity of data acquired and the reliability of analyses.
Supports the presentations of results of conducted analyses.
Other duties as requested.
All candidates must be U.S. citizens or lawful permanent resident aliens with at least three or more years of U.S. residency from the date of legal entry to the U.S.
For this job, any offer of employment is contingent upon successfully passing a two-phase security screening. The first phase consists of the satisfactory completion of a physical examination (including a drug screening), reference checks, and a security investigation consisting of credit and criminal history checks.
The second phase, which might not be complete until after you begin working at the Reserve Bank, is an additional risk-based security screening determined by the risk rating of the position. Depending upon the sensitivity of the position, this phase may include, and is not limited to, citizenship status verification, and personal interviews with the candidate, references, and prior employers.
The Federal Reserve Bank of Boston is committed to a diverse and inclusive workplace and to provide equal employment opportunities to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.
All employees assigned to this position will be subject to FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
The above statements are intended to describe the general nature and level of work required of this position. They are not intended to be an exhaustive list of all duties, responsibilities or skills associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
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Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
A Tax intern is provided with tools and training to gain professional skills and experience. The internship is structured as a learning experience that combines class theory with real world applications.
The Winter Internship Program is during our busy season, usually beginning early January and ending in April or May depending on your department.
Responsibilities, but not limited to:
Preparing tax returns and tax extensions
Organizing tax information
Assisting with tax notices and examinations
Maintain working knowledge of tax preparation software used in office.
Various administrative tasks, as needed.
Qualifications
The ideal candidate must:
Be a junior or year prior to graduation (dependent on 4- or 5-year program)
Have completed at least one tax class.
Have the flexibility to work a minimum of 25 hours each week.
Have the flexibility to work weekends as needed.
Have a minimum GPA of 3.0/4.0
Must be authorized to work in the US.
Have strong organizational, interpersonal and communication skills.
Be detail oriented.
Be proficient in Microsoft Office Suite
Be a participant in the VITA Program
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.