Treasury manager jobs near me - 1,216 jobs

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You'll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

**Who We Are**Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries ofscience and engineering to make possiblethe next generations of technology, join us to Make Possible a Better Future.**What We Offer**Salary:$154,000.00 - $212,000.00Location:Santa Clara,CAAt Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our .You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers.We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied.**JOB DESCRIPTION** The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration. The team is located at our corporate headquarters in Santa Clara and is **full time onsite.****Summary*** **Financial Analysis:** Conduct comprehensive financial analysis of target companies, including historical financial performance, accounting policies, operational metrics, and capital structure.* **Due Diligence:** Lead and coordinate financial due diligence efforts, including reviewing financial statements, accounting policies, and other relevant documentation.* **Transaction Execution:** Lead the financial aspects of M&A transactions, including structuring, negotiating deal terms such as working capital/net debt, and managing deal timelines.* **Post-Merger Integration:** Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied practices.* **Accounting and Reporting:** Ensure accurate and timely financial reporting for M&A activities, including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards.**RESPONSIBILITIES*** Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Corporate Development and Applied Ventures* Provides insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments)* Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP* Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists with negotiating key terms* Prepares technical accounting memos on purchase price accounting, VIE, goodwill impairment, and other relevant accounting standards.* Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness / net debt, net working capital, final/estimated closing statements)* Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration* Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously* Coordinate and execute post-acquisition accounting review, compare to Applied Accounting policies, and develop Finance integration plan* Project manage Finance integration including defining scope, workstreams, tracking progress with various accounting functions, and resolve challenges as they come up**What We Need To See*** Education: Bachelor's degree or equivalent experience. CPA or equivalent.* Experience: 7+ years of experience in M&A DD function of Big 4 or other major accounting firms. Worked on or led 10+ closed acquisitions.* Leadership: 2+ years of manager and above level.* Valuation: Understanding of valuation methodologies, including cost to rebuild, discounted cash flow, comparable company analysis, and precedent transaction analysis.* Technical Skills: Strong analytical and problem-solving skills. Deep understanding of purchase price accounting.* Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to diverse audiences, including executive leadership.* Teamwork: Ability to work effectively in a cross-functional team environment.**Additional Information****Time Type:**Full time**Employee Type:**Assignee / Regular**Travel:**Yes, 25% of the Time**Relocation Eligible:**NoThe salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.In addition, Applied endeavors to make our accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations\_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

A forward-thinking technology startup based in San Francisco seeks a Controller to lead the financial organization. The ideal candidate will have extensive accounting experience, particularly in public accounting, and will be responsible for financial governance and compliance. This role includes overseeing financial operations, ensuring tax compliance, and mentoring a high-performing team. Competitive salary of $200,000-$250,000 plus perks. Passion for self-driving technology is essential. #J-18808-Ljbffr

A leading reinsurance company is seeking a Head of Capital Markets in Charlotte, NC. This strategic leader will design and implement capital market solutions to optimize the balance sheet. Responsibilities include leading transactions, managing stakeholder relationships, and ensuring alignment with regulatory requirements. Candidates should have a strong background in capital markets, insurance finance, and excellent analytical and communication skills. This role promotes a collaborative environment and offers growth opportunities. #J-18808-Ljbffr

$35.50 Per Hour, Contract through July Monday - Friday 8:00am - 5:00pm Columbus, Ohio (Remote) What you'll be doing: Assist in content execution for .com and .com/CA utilizing Salesforce Commerce Cloud Perform quality assurance testing ensuring that production builds across channels are accurate and consistent Maintain cross-functional site workflows in Workfront ProofHQ Track the routing of deliverables into and out of Commerce Operations, and ensure all deadlines are met. Seek approval for US and CA site builds from partners Leverage an operational mindset to find process and documentation opportunities to improve communication, clarity, and accuracy Assist in tracking and following up on resolution for site issues Design and catalog documentation for internal processes; including but not limited to, training guides, technical configurations, and historical information Act as a stakeholder for Product Owners and BAs to document requirements related to content management Learn the details of all toolset functionality, processes for set-up, and overall team roles & responsibilities Ensure 24 x 7 site & app operational integrity via participation in team-based on call rotations. Other duties as assigned Who we're looking for: 3-5 years of website production and content management experience required Must be extremely organized and detail-oriented Ability to manage time & multi-task in a fast-paced environment Excellent oral and written communication skills Able to work effectively in a cross-functional team Experience learning new technical applications Proficient in Microsoft Office (MS Word, Excel, PowerPoint, Outlook) Experience with Salesforce Commerce Cloud a plus Requires some remote on-call flexibility outside of normal office hours Apply Today! Upload your resume - no cover letter required. Our recruiters will review applications quickly and help connect you to this role and other opportunities. About Dawson Dawson is a trusted staffing partner in Central Ohio. We help job seekers grow their careers with fast feedback, personalized support, and access to multiple employers through one application.

A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position. The role involves leading tax planning and consulting for diverse clients while managing relationships and mentoring staff. Candidates must hold an active CPA license and have over 10 years of tax accounting experience. This position offers remote flexibility with minimal travel. Join a culture that values entrepreneurship and work-life balance! #J-18808-Ljbffr

About Us: At Parafin, we're on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Role We are looking for a Finance Lead to own and scale the financial strategy that powers our business. This is a highly strategic position that will sit at the center of decision-making across the company. You'll lead financial planning, oversee cash management, and serve as a thought partner to leadership and all teams, ensuring we maximize margins, deploy capital efficiently, and position the company for sustainable growth. Responsibilities Lead financial planning and analysis (FP&A) across the company - building models, forecasts, and strategic plans to guide decision-making. Manage cash planning and liquidity, ensuring capital is deployed effectively and aligned with growth objectives. Serve as a strategic partner to product, operations, and go-to-market teams, helping identify opportunities to improve unit economics and margins. Build a company-wide financial strategy that balances growth and profitability. Create and track KPIs that align financial performance with business outcomes. Provide regular reporting and insights to leadership and the board. Qualifications 5+ years of experience in strategic finance, FP&A, investment banking, or private equity. Strong understanding of financial modeling, cash management, and capital planning. Exceptional quantitative skills, with the ability to translate data into actionable insights. Strong communication skills with the ability to influence and align stakeholders. Proven ability to balance detail-oriented execution with strategic perspective. Proficient in SQL Preferred Background Experience at high-growth fintechs, technology companies, or scaling startups. Exposure to small business lending or financial services is a plus. Track record of driving margin improvement and financial discipline in fast-paced environments. MBA preferred What We Offer Salary Range: $160k to $250k Equity grant Medical, dental & vision insurance Work from home flexibility Unlimited PTO Commuter benefits Free lunches Paid parental leave 401(k) Employee assistance program If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us. #J-18808-Ljbffr

A global storage and information management firm located in Boston is seeking a Financial Controller to lead the Financial Controllership for their Global Digital Business Unit. This role requires a proven background in financial accounting and expertise in US GAAP. The ideal candidate will work closely with multiple stakeholders to ensure accurate reporting and drive improvements in accounting practices. A competitive salary range of $120,500 to $160,600 is offered along with remote work options. #J-18808-Ljbffr

Our client is an integrated service provider and marketplace for the real estate and mortgage industries. Combining operational excellence with a suite of innovative products and technologies, this company helps solve the demands of the ever-changing market. We are seeking a highly skilled SEC Financial Reporting Manager to lead our financial reporting function. This role is responsible for ensuring accurate, timely, and compliant financial statements and disclosures in accordance with U.S. GAAP and SEC requirements. The ideal candidate will bring strong technical accounting expertise, leadership skills, and the ability to manage complex reporting processes. This position is U.S.-based and offers flexibility with remote work options to support work-life balance. Key Responsibilities: Oversee preparation and review of quarterly and annual financial statements and disclosures. Ensure compliance with U.S. GAAP, SEC regulations, and internal control requirements. Lead technical accounting research and implementation of new standards. Manage financial consolidation and reporting processes across multiple entities. Coordinate with internal and external auditors during audits. Maintain SOX compliance and strengthen internal control frameworks. Provide financial analysis and insights to support executive decision-making. Mentor and develop the financial reporting team. Qualifications: Bachelor's degree in Accounting, Master's degree or MBA preferred. CPA required; additional certifications (CMA, CIA) a plus. 3-5 years of progressive experience in accounting or financial reporting, including SEC reporting and public accounting. Advanced knowledge of U.S. GAAP and SEC reporting requirements. Strong leadership, analytical, and communication skills. Proficiency in Excel and financial reporting systems. Preferred Attributes: Experience with IFRS and international reporting standards. Familiarity with SOX compliance and internal controls. Ability to manage multiple priorities under tight deadlines. Big 4 experience Experience reporting for a global publicly traded company Compensation: $120,000 - $150,000 salary plus bonus SE: 510775260

We're building the creative layer for modern communication. Every month, over a billion people make presentations - but the tools they use to make them haven't evolved in decades. We're changing that, using AI to disrupt a massive market. 📈 Millions of people rely on Gamma to create, teach, and persuade, creating more than 1 million gammas every day. 💻 We see Gamma as the next great workplace tool, combining viral B2C love with a massive B2B opportunity. We believe AI can be a true creative partner: one that understands context, clarity, and taste. 💸 We've reached a $2.1B valuation, crossed $100M in annual recurring revenue, and have been profitable since 2023. 💙 We're an imaginative, passionate team who takes our work seriously, but not ourselves. Our culture is warm, a little quirky, and fueled by curiosity. About the role You'll build and lead Gamma's Accounting function as we scale from Series B into our next stage of growth. This means bringing accounting fully in-house, establishing scalable processes and controls, and preparing the company for audit. You'll own the full accounting cycle, ensure GAAP compliance, manage payroll and equity operations, and partner cross‑functionally to drive operational excellence. This role is ideal for a detail‑oriented finance leader who thrives in dynamic environments and enjoys building from the ground up. You'll balance strategic oversight with hands‑on execution, implementing systems and automation that streamline workflows while maintaining accuracy and control. You'll also hire and mentor a small, high‑performing accounting team as we continue to scale. Our team has a strong in‑office culture and works in person 4-5 days per week in San Francisco. We love working together to stay creative and connected, with flexibility to work from home when focus matters most. What you'll do Bring accounting fully in‑house from third‑party vendors, establishing scalable processes, systems, controls, and automation tools Own monthly, quarterly, and annual close processes, building a chart of accounts and reporting structure that supports department‑level P&L visibility Develop and maintain strong internal controls and documentation, managing external auditors and establishing GAAP policies for revenue recognition, expense classification, and capitalization Own all aspects of SaaS revenue recognition (ASC 606) including contracts, renewals, and deferred revenue, partnering with Sales Ops, Legal, and FP&A Oversee payroll operations and ensure compliance with federal, state, and international labor and tax regulations across all operating geographies Manage stock‑based compensation accounting and own the integrity and reconciliation of HRIS, payroll, and accounting systems Build scalable processes for headcount planning, payroll reporting, and compensation expense forecasting in collaboration with FP&A and People teams Build, lead, and mentor a high‑performing accounting team while managing the transition from outsourced vendors and partnering cross‑functionally with FP&A, HR, Legal, and Operations What you'll bring CPA required 10+ years of progressive accounting experience, including public accounting (Big 4 or national firm) and in‑house corporate experience at a high‑growth SaaS or technology company Strong technical accounting skills, including ASC 606 (Revenue Recognition), ASC 842 (Leases), and consolidation Experience managing audits and implementing internal controls Proven experience standing up an accounting function or leading through significant organizational change Hands‑on experience overseeing payroll and stock‑based compensation accounting Working knowledge of accounting systems (e.g., QBO, NetSuite) and integrations with billing, CRM, HR, and payroll systems Exceptional attention to detail and ability to operate both strategically and tactically Collaborative, low‑ego leadership style and comfort in fast‑moving, high‑growth environments Compensation range : Final offer amounts are determined by multiple factors, including but not limited to experience and expertise in the requirements listed above. If you're interested in this role but you don't meet every requirement, we encourage you to apply anyway! We're always excited about meeting great people. You get energy from small teams doing big things. You love when design, code, and storytelling overlap. You default to action, even when the answer isn't clear yet. You value details, but know when to ship and move on. You bring both the spreadsheets and the sparkle, equal parts workhorse and unicorn. You believe AI should amplify creativity, not replace it. You know kindness and intensity are not opposites. You like working with people who care deeply: about their craft, their teammates, and the users on the other side of the screen. Who we are Gamma is full of imaginative, passionate people who take their work seriously but not themselves. The culture is warm, a little quirky, and fueled by curiosity. It's the kind of place where you'll debate a pixel on Monday, laugh over someone's keyboard setup on Tuesday, and ship something remarkable by Friday. We care about craft, move with intention, and don't mind getting a little scrappy. It's fast, creative, and occasionally chaotic - but that's what makes it interesting. Here's a bit about what it's like to work here, from people on the inside: "quirky, inspiring, fun, a little wild in the best way" "You can have an idea and just run with it." "Everyone's talented and humble - the mix keeps you sharp." "We ship cool stuff, learn a ton, and laugh a lot doing it." Meet the team We're a team of dreamers and doers building in beautiful San Francisco 🌉 We're kabbadi enthusiasts, pickleballers, dog herders, woodworkers, keyboard nerds, potters, and more - and we can't wait to meet you! #J-18808-Ljbffr

A professional services firm is seeking a Senior Tax Manager to provide tax compliance and consulting services primarily for high-net-worth individuals. This fully remote position requires 8+ years of experience in tax planning and a CPA certification. Responsibilities include leading client engagements, performing technical reviews of tax returns, and mentoring staff. The firm values flexibility and work/life balance, offering a supportive work environment with professional development opportunities. #J-18808-Ljbffr

A leading AI research accelerator is seeking a Frontier Data Lead - Finance to oversee and drive data projects. This individual contributor role requires expertise in Finance and technical skills in automation and scripting. You will ensure the success of data delivery processes, and engage directly with clients to translate their needs into effective data strategies. The position offers a flexible work environment with a supportive culture and competitive compensation. #J-18808-Ljbffr

A national consulting solutions provider is seeking an experienced Finance Change Manager consultant to support critical initiatives within a Finance organization. The role involves leading change management efforts, conducting impact assessments, and developing communication strategies, while engaging closely with senior leadership. Required qualifications include 5+ years in change management, expertise in finance environments, and strong analytical skills. This is a remote position offering $65-70 per hour, with benefits including medical and 401(k). #J-18808-Ljbffr

A leading tech startup is seeking a Head of Finance to establish a scalable finance function. The role involves owning the financial model, improving unit economics, and leading the implementation of new systems. The ideal candidate has built finance operations from scratch in a high-growth environment, with strong expertise in vendor negotiations and financial modeling. This position offers flexibility and significant growth opportunities within a rapidly expanding company. #J-18808-Ljbffr

Brief Description This position will be responsible for a variety of tax issues including preparation/review of federal, state, and local tax returns and income tax provision. Opportunities will also exist for exposure to various other specialty areas including: corporate income and franchise taxes, credits and incentives, sales/use/withholding taxes and other special projects. This role will be involved in day-to-day projects within the Tax team and will have the opportunity to work with other functional groups, including finance, human resources, legal, R&D and IT, as well as external advisors. Essential Functions Responsibilities for this position will include, but not be limited to, the following: Preparation/review of federal/state/local income tax returns; including: reconciling book to tax differences; preparing state and local apportionment and state adjustment schedules; and preparing and maintaining tax attribute schedules; Preparation/review of federal and state income tax estimates and extensions; Supervising information gathering for tax provisions and tax returns; Preparation/review of quarterly and annual income tax provision, including: current calculation; maintaining deferred tax balances, uncertain tax positions, and TARF; and other related schedules/memo and disclosures; Preparation of tax account forecasts and monthly accruals; Assist with research and supervision of responses to notices regarding federal, state, and local tax issues; Providing support and/or manage IRS and state income/franchise tax audits; Providing assistance with technical research on various tax issues; Maintaining proper audit and compliance documentation; Assist in the establishment of and ensures adherence to budgets, schedules, work plans, and performance requirements; Assist in developing and mentoring other members of the Tax team; and Assisting in ad hoc/special projects (e.g. Section 382 study, credit study, etc)as needed. Required Knowledge, Skills, and Abilities Highly organized with great attention to detail. Self-starter, with an ability to work independently and as part of a team. Ability to multi-task and handle a variety of tax assignments in a fast-paced environment including being flexible to geographic time zones. Ability to prioritize tasks appropriately, meet deadlines, execute with accuracy and recognize when issues need escalation. Strong communication skills (written and verbal) and analytical skills. Proficient in Excel, including pivot table and vlookup. Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands. Required/Preferred Education and Licenses Seven to nine years of recent experience in US corporate income tax with a combination of Big Four and multinational corporate tax department. Experience with ASC 740 is required. Preference will be given to candidates with Big 4 experience. Bachelor's degree in Accounting or Business, or an equivalent combination of education and practical experience. CPA preferred. #J-18808-Ljbffr

A financial solutions firm is seeking a skilled Director of Finance to manage finance operations during a growth phase. This pivotal role involves ensuring compliance with Canadian financial standards and overseeing all financial reporting. Candidates should have a CPA and over 10 years of finance experience, including leadership roles. The position is remote and offers a collaborative work culture alongside comprehensive benefits, supporting professional development and career advancement. #J-18808-Ljbffr

Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Employment Type: Full-Time Compensation: Competitive base + overtime pay + annual bonus About the Opportunity A highly respected boutique CPA firm headquartered in Denver is seeking a Tax Manager or Senior Tax Manager to join their growing private client group. This is a fully remote opportunity for the right individual who values flexibility, autonomy, and meaningful client relationships. The ideal candidate will have deep experience in high-net-worth individual, trust, and estate taxation, along with a hands-on approach to both client service and review responsibilities. Key Responsibilities Review complex tax returns for HNW individuals, trusts, estates, partnerships, and S-corps Provide proactive tax planning and wealth transfer strategies Manage and mentor staff, ensuring accuracy and efficiency in all engagements Communicate directly with clients, attorneys, and financial advisors Conduct technical research and advise on complex tax matters Support firm growth initiatives and maintain long-term client relationships Qualifications CPA required 6+ years of public accounting experience, with a focus on HNW and trust/estate clients Strong technical review and client advisory skills Excellent communication and leadership abilities Experience with CCH Axcess, UltraTax, or similar software preferred What's Offered Fully remote flexibility (with Denver-based leadership) Overtime pay for all hours worked beyond standard Manageable busy season hours (average 50-55) Partner-track potential for long-term growth Competitive base + annual bonus 401(k) match, strong PTO, paid holidays, and CPE support Supportive, low-politics environment that values quality over volume If you're looking for a firm where you can do meaningful work, serve exceptional clients, and be compensated fairly for your time, this could be the perfect fit. To apply or request a confidential conversation, contact: Joey Wieger Director, Public Accounting | Solid Rock Recruiting Email: joey@solidrockrecruiting.com #J-18808-Ljbffr

Senior Tax Manager - Chicago, IL (Remote) Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills. What: Provide tax compliance, consulting, planning, and technical review services for internal individual clients while managing engagements and client relationships. When: Full-time position available immediately. Where: Fully remote role. Why: To continue growing your tax career in a leadership role without a traditional busy season, supported by a firm that values flexibility, development, and work/life balance. Office Environment: Remote, collaborative, well-supported environment with consistent hours and strong professional-development programs. Salary: $122,300 to $231,870 depending on experience, qualifications, and geographic location. Position Overview: This internal role focuses on providing U.S. individual tax preparation, planning, and consulting services to firm leadership, offering the opportunity to advance your tax career while enjoying a balanced schedule and limited seasonal peaks. Key Responsibilities: Provide comprehensive tax compliance and consulting services to internal clients. Perform technical reviews of complex individual tax returns and supporting documentation. Lead multiple engagements delivering proactive tax planning and strategic guidance. Apply new technical developments to complex client scenarios. Serve as the primary point of contact for approximately 75 clients. Participate in firmwide learning programs to support ongoing professional growth. Mentor and develop staff through coaching aligned with the firm's Care and Teach philosophy. Qualifications: Bachelor's degree in accounting, law, or related business field; master's or advanced degree preferred. Active CPA required. 8+ years of experience in tax planning and review for high-net-worth individuals. Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax. Background in federal compliance and consulting within a professional services firm. 2+ years of supervisory, mentoring, or coaching experience preferred. Strong management, organizational, analytical, communication, and project-management skills. Proficiency with CCH Axcess, PDFlyer, and Microsoft Office tools. Eligibility to work in the U.S. without sponsorship preferred. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. #J-18808-Ljbffr

Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. #J-18808-Ljbffr