Senior Tax Strategist
Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.
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Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.
The Director of Finance GTM serves as the primary financial partner to the Go-To-Market leadership, owning subscription revenue and ARR forecasting. They are responsible for sales capacity planning, expense budgeting, and providing data-driven insights to optimize financial outcomes and growth.
Build and scale a book of commercial and industrial clients by prospecting and managing energy procurement strategies. Provide comprehensive energy solutions including electricity, natural gas, solar, EV charging, and battery storage to reduce client costs.
Manage a variety of finance and accounting consulting projects to identify and implement solutions for client challenges. Work within small project teams to deliver digital transformations and improve delivery models across various industries.
The role involves preparing accurate tax returns for LLCs and S Corporations while managing client relationships through strategy presentations. The associate will also handle financial data input and collaborate with the bookkeeping team to ensure seamless reporting.
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Professionals will handle various roles within real estate investment companies, including acquisitions, dispositions, and operations management. They will be responsible for driving measurable results and managing property investment lifecycles.
The role involves negotiating critical project agreements and supporting project financings for utility-scale energy storage assets. The candidate will partner with cross-functional teams to advance projects from development through operations.
The Senior Underwriter is responsible for evaluating, pricing, and underwriting stop loss insurance for self-funded employer groups. This includes analyzing complex claims data and maintaining strong relationships with brokers, consultants, and TPAs.
The Director will own the estimation of loss and expense reserves across Auto Injury and Business Insurance, presenting complex actuarial results to senior leadership. They will also lead the development and improvement of reserving methodologies and engage with external stakeholders.
Coach students on breaking into or advancing within the asset management industry. This includes developing application strategies, refining resumes, and preparing students for interviews.
Coach students and early-career professionals on core accounting principles, auditing, taxation, and financial reporting. Provide career development support including resume reviews, interview preparation, and networking strategies.
The Senior Accountant will own the end-to-end month-end close process and build scalable documentation and controls. They will manage general ledger accounts, coordinate with external auditors, and partner with cross-functional teams to ensure GAAP compliance.
The Credit Analyst evaluates credit risks for P&C reinsurers and manages a comprehensive reinsurer profile database. They are responsible for quarterly reporting of reinsurance accounting information and coordinating with global business units.
The Director manages property tax services and personnel to achieve maximum tax savings for clients through Business Personal Property assessment reviews. Responsibilities include leading team performance, managing client accounts, and representing clients during appeals with taxing authorities.
Lead the Transaction Advisory Services practice by directing the full lifecycle of M&A tax engagements and designing tax-efficient structures. Drive practice growth through business development with Private Equity firms and manage the team's operational and financial performance.
Provide personalized retirement and financial planning experiences for customers and their families. Meet with existing and prospective clients to plan their financial futures using company-provided technology and marketing tools.
Provide personalized retirement and financial planning experiences for customers and their families. Meet with prospective and existing clients to plan their financial futures using company-provided technology and marketing tools.
We watch for new remote finance and accounting jobs and email you the matches. Free. Unsubscribe in one click.
Provide personalized retirement and financial planning experiences for customers and their families. Meet with prospective and existing clients to plan their financial futures using company-provided technology and marketing tools.
The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients. This role focuses on developing and maintaining strong client relationships and overseeing financial planning processes.
The role serves as the analytics and forecasting expert for the Alternatives and Non-Core portfolio, translating data into actionable insights for strategic asset allocation and executive decision-making. Key duties include maintaining cash flow and NAV models, developing Power BI dashboards, and providing performance attribution and risk reporting.
Act as a strategic partner to CEOs and executive teams to design and execute financial strategies and lead fundraising or M&A transactions. Responsibilities include building financial architecture, presenting to boards, and overseeing accounting operations.
Design and implement data models and KPI reports to optimize business decision-making. Collaborate with cross-functional teams to translate data requirements into commercial solutions and maintain data visualizations.
Lead the Bad Faith/Unfair Claims Processing Program by investigating complex workers' compensation situations and enforcing regulatory compliance. Conduct audits, issue awards, and provide technical guidance and training to internal and external stakeholders.
Responsible for the investigation, evaluation, and disposition of lost time workers' compensation claims across several US jurisdictions. The role involves managing litigation activities, setting reserves, and coordinating with medical experts and legal counsel.
Drive proactive account growth and profitability by developing strategic relationships with top-level executives and managing the account P&L. Responsible for identifying new opportunities, minimizing renewal erosion, and delivering tailor-made technical solutions to ensure customer success.
The Financial Services Associate supports a Financial Services Manager by executing high-level financial reporting and month-end closes. They act as a trusted partner for small business clients, managing AP/AR and ensuring customer satisfaction.
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Oversee the quality assurance of month-end close processes and financial reporting for a portfolio of consumer brand clients. Review bookkeeper work, enforce accounting standards, and manage ecommerce-specific reconciliations and inventory costing.
Build and lead an AI-native tax preparation firm from the ground up, establishing legal, operational, and compliance infrastructures. Manage the end-to-end preparation and signing of individual tax returns while collaborating with engineering teams to automate workflows.
The role involves identifying and remediating risks across the Banking-as-a-Service portfolio and performing due diligence on prospective fintech partners. The analyst will also monitor onboarded partners to ensure adherence to bank policies and regulatory requirements.
The VP of Finance will own the end-to-end financial function, including strategic planning, budgeting, and day-to-day accounting operations. They will act as a strategic partner to the founders, leading fundraising efforts and ensuring compliance within the financial services space.
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