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Financial services Jobs in Boston ma

Last updated: 23 hours ago
  • Promoted
Financial Services Tax Transformation Manager

Financial Services Tax Transformation Manager

DeloitteBoston, MA
$103,230.00–$235,170.00 yearly
Show moreLast updated: 11 days ago
Financial Progam Manager, Financial Services Portfolio

Financial Progam Manager, Financial Services Portfolio

Liberty Mutual InsuranceBoston, MA, US
$65,600.00 yearly
Remote
Show moreLast updated: 30+ days ago
  • Promoted
Sales Representative, Financial Services • •Training Provided • •

Sales Representative, Financial Services • •Training Provided • •

Northwestern MutualBoston, MA, US
Full-time
Show moreLast updated: 23 hours ago
  • Promoted
Manager, Patient Financial Services - Cash Management

Manager, Patient Financial Services - Cash Management

Beth Israel Lahey HealthCharlestown, MA, United States
Full-time
Show moreLast updated: 1 day ago
  • Promoted
State Licensed Financial Services Representative

State Licensed Financial Services Representative

VirtualVocationsDorchester, Massachusetts, United States
Full-time
Show moreLast updated: 3 days ago
  • Promoted
Financial Services Recruiter

Financial Services Recruiter

Fanning PersonnelBoston, Massachusetts, US
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Tax Senior - Financial Services

Tax Senior - Financial Services

EisnerAmperBoston, MA, United States
Show moreLast updated: 30+ days ago
  • Promoted
Assistant Financial Services / Business Manager

Assistant Financial Services / Business Manager

Sentry Ford LincolnMedford, MA, US
$70,000.00–$110,000.00 yearly
Show moreLast updated: 29 days ago
  • Promoted
Financial Services - Guidewire - Technical Consultant - Senior

Financial Services - Guidewire - Technical Consultant - Senior

EYBoston, MA, United States
$121,700.00–$211,300.00 yearly
Show moreLast updated: 3 days ago
  • Promoted
Account Manager – Financial Services

Account Manager – Financial Services

The Select GroupBoston, MA, United States
Full-time
Show moreLast updated: 2 days ago
  • Promoted
Business Development Manager - Financial Services

Business Development Manager - Financial Services

Morgan LewisBoston, MA
$124,200.00–$198,600.00 yearly
Full-time
Show moreLast updated: 3 days ago
  • Promoted
Senior Director, Financial Services Advisory (D&E)

Senior Director, Financial Services Advisory (D&E)

Ankura Consulting GroupDorchester Center, MA
Full-time
Show moreLast updated: 11 days ago
Financial Services Representative

Financial Services Representative

Moody Street GroupGreater Boston, MA, US
Full-time
Quick Apply
Show moreLast updated: 30+ days ago
  • Promoted
Sales Director, Financial Services

Sales Director, Financial Services

Slalom ConsultingBoston, MA
$159,000.00–$250,000.00 yearly
Full-time
Show moreLast updated: 11 days ago
  • Promoted
Marketing Manager - Financial Services

Marketing Manager - Financial Services

GuidehouseBoston, MA
Full-time
Show moreLast updated: 11 days ago
  • Promoted
Partner Financial Services Risk

Partner Financial Services Risk

CrossCountry ConsultingBoston, MA
Full-time
Show moreLast updated: 11 days ago
  • Promoted
Director, Regulatory Risk-Financial Services

Director, Regulatory Risk-Financial Services

Cross Country ConsultingBoston, Massachusetts, US
$160,000.00–$326,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Customer Success Specialist – Financial Services

Customer Success Specialist – Financial Services

NielsenIQBoston, Massachusetts, US
Full-time
Show moreLast updated: 7 days ago
  • Promoted
Sales Director - Salesforce - Financial Services

Sales Director - Salesforce - Financial Services

AccentureBoston, Massachusetts, US
$136,800.00–$237,600.00 yearly
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Global Structuring, Manager

Financial Services Global Structuring, Manager

PwCBoston, MA, United States
$98,300.00–$266,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Financial Services Tax Transformation Manager

Financial Services Tax Transformation Manager

DeloitteBoston, MA
11 days ago
Salary
$103,230.00–$235,170.00 yearly
Job description

Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing portfolio of enterprise-class, proprietary applications to advise leading financial services organizations on process, data analytics, technology, and automation.

Recruiting for this role ends on 5 / 31 / 2024

Work you'll do

As a Manager on our team, you will :

  • Collaborate with tax subject matter specialists to envision and design new features and products,
  • Collaborate with software developers to develop and deploy features and products,
  • As an integral part of client engagement teams, oversee internal Deloitte tax team members and client users to plan and execute on optimal application configurations and usage,
  • Provide day-to-day management of multiple engagements, interacting directly with clients and Deloitte teams,
  • Supervise national teams in both our U.S. and U.S.-India offices,
  • Mentor and develop consultants, senior consultants, and interns-providing leadership, counseling, and career guidance,
  • Actively participate in marketplace pursuits such as meeting with prospective clients and demonstrating our technology portfolio, and
  • Manage the operations and economics of projects.

The team

Our Financial Services Tax Transformation practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance companies. Our national team is part of the National Federal Tax Services (NFTS) practice within Deloitte Tax LLP which is made up of a series of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard / play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

Qualifications

Required :

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax Processionals to co-locate in person 2-3 days per week
  • Ability to travel 25% on average, based on the work you do and the clients and industries / sectors you serve.
  • 5+ years' experience in financial services tax compliance : banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies
  • Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits
  • Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
  • Demonstrated ability to develop working relationships
  • Experience working in a fast-paced, team environment
  • Strong executive presence and demonstrated effective verbal and written communication skills
  • Advanced Excel capabilities
  • Bachelor's degree in accounting
  • One of the following active accreditations obtained :
  • Licensed CPA in state of practice / primary office if eligible to sit for the CPA exam

  • If not CPA eligible :
  • Licensed Attorney

  • Enrolled Agent
  • Certifications :
  • Chartered Financial Advisor (CFA)

  • Certified Financial Planner (CFP)
  • Minor or coursework in management information systems or data analytics
  • 5+ years' Big 4 experience using tax technology in financial services tax compliance : banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies
  • Proven leadership managing virtual teams including out of country offshore teams
  • Mastery of Alteryx, Power BI
  • The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,230 to $ 235,170.

    You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

    Information for applicants with a need for accommodation : https : / / www2.deloitte.com / us / en / pages / careers / articles / join-deloitte-assistance-for-disabled-applicants.html

    Recruiting tips

    From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

    Benefits

    At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

    Our people and culture

    Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

    Our purpose

    Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

    Professional development

    From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.