Financial Services Tax Senior

Join our dynamic team at dstaff as a Financial Services Tax Senior. In this pivotal role, you will leverage your expertise to assist clients in navigating complex tax regulations and providing strategic insights to optimize their tax positions. You will work closely with a talented team, ensuring compliance while enhancing service delivery.

Join dstaff as a Senior Tax Manager and take your career to the next level. In this pivotal role, you will lead tax compliance and planning initiatives while ensuring the organization adheres to all relevant regulations. Your expertise will guide strategic decisions and optimize tax efficiency across various business operations.

Join dstaff as a Senior Corporate Tax Specialist, where your expertise will play a critical role in shaping our clients' tax strategies. In this dynamic position, you will leverage your knowledge to navigate complex tax regulations, ensuring compliance while optimizing tax positions for our corporate clients.

Are you ready to make a significant impact in the world of wealth management? At Brighton Jones, we pride ourselves on being a purpose-driven, client-centric team dedicated to helping individuals lead richer, more fulfilling lives. As one of the largest Registered Investment Advisors (RIAs) in the country, we have cultivated a culture of continuous growth, collaboration, and community. This commitment has earned us 15 consecutive “Best Places to Work” awards, including recognition in Inc.com’s 2025 list, as well as national accolades for our community contributions. We are at the forefront of aligning wealth with passion and purpose, empowering our clients to thrive. With over $30 billion in assets under advisement and a team of more than 300 professionals nationwide, we adopt a dynamic, team-based approach to our services. Our rapid growth means we are looking for driven and inquisitive individuals to join our #OneTeam. As one of the fastest-growing wealth management firms in the U.S., Brighton Jones is seeking a Tax Senior Manager to elevate our client service offerings in individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance. We seek a passionate and talented Tax Lead Advisor who thrives on building and nurturing long-lasting client relationships. Our approach emphasizes rapport, a comprehensive understanding of client goals—both personal and business—and the delivery of high-quality tax planning advice through a consultative method. Interested? Take our Values in Action Self-Assessment to discover how our values align!

Join Our TeamWe are seeking a talented Senior Product Marketing Manager to take charge of our go-to-market strategies, lifecycle marketing initiatives, and product positioning. This pivotal role will be at the intersection of Product, Growth, and Engineering.In this dynamic and cross-functional position, you will collaborate closely with Product and Engineering teams to define launch criteria, develop comprehensive go-to-market plans, and ensure that all features are delivered with a compelling value proposition and measurable growth outcomes. Additionally, you will spearhead lifecycle marketing campaigns (including email, push notifications, and in-app messaging) to enhance activation, engagement, conversion, and retention rates.This role will report directly to the VP of Growth and will be instrumental in our efforts to scale customer acquisition and enhance customer lifetime value.

Role overview Guidepoint is seeking a Senior Account Manager - Financial Services to join its Institutional Client Service team in Boston. This hybrid role centers on supporting clients in the financial sector, including hedge funds, mutual funds, and private equity firms. The position focuses on strengthening client relationships and ensuring clients fully benefit from Guidepoint’s subscription-based research services. What you will do Manage a portfolio of established client accounts, working to retain and expand these long-term relationships. Lead contract renewals, handle pricing discussions, and navigate complex commercial negotiations. Identify and pursue opportunities for upselling, cross-selling, and expanding service packages within current accounts. Engage directly with clients both in person and virtually to build and deepen executive-level connections. Find and onboard new users within client organizations. Work with service leadership to design strategies for account growth and revenue planning. Monitor usage trends and address risks related to client retention. Act as the senior escalation point for high-level client issues and discussions. Collaborate with client service teams to ensure smooth delivery and high satisfaction. Requirements 3-5 years of experience in account management, relationship management, or consultative sales. Proven track record managing renewals and negotiating contracts. Experience driving upsell and cross-sell revenue. Background managing mid-sized to large B2B client portfolios. Strong executive presence and ability to build C-level relationships. Comfortable with in-person client meetings. Commercially focused, proactive, and accountable. Compensation Annual base salary ranges from $100,000 to $120,000. This position is also eligible for an annual performance-based bonus.

Join our dynamic team at dev2 as a Tax Filer, where your expertise in tax preparation will play a crucial role in helping clients navigate their financial obligations. We are looking for a detail-oriented professional with at least 2 years of hands-on experience in paid tax filing. Your skills will ensure compliance and accuracy in tax returns, providing peace of mind for our clients.

Role overview Oscar seeks an Associate Director of Tax in Boston, Massachusetts. This leader oversees tax compliance and helps shape the company’s tax strategy. The position works closely with teams across the business to align tax plans with both organizational goals and regulatory standards. Key responsibilities Lead tax compliance efforts and keep processes current. Work with internal partners to ensure tax strategies support business needs and legal obligations. Spot and assess opportunities for tax savings. Handle tax audits and related communications. Supervise timely and accurate tax reporting. Impact This position shapes Oscar’s financial planning and supports efficient tax operations. The Associate Director of Tax provides expertise in both daily compliance and long-term tax strategy.

At Withum, we foster an environment where talent flourishes and individuality is celebrated. Our organization is built on the foundations of opportunity and growth, where entrepreneurial spirit combined with collaborative teamwork leads to exceptional outcomes.Join us to explore various industries, acquire new skills, and connect with our diverse professional teams to shape the career you aspire to. Your journey begins with you.Experience the Transformative Potential of Withum Plus You - that's the Power in the Plus!The Innovation team is actively seeking a Senior Manager of Product Management for our Innovation Department, which operates from our offices located in New York, NY; Whippany, NJ; East Brunswick, NJ; Red Bank, NJ; Princeton, NJ; Philadelphia, PA; Boston, MA; Burlington, MA; Providence, RI; Tysons, VA; or Columbia, MD.This pivotal role entails overseeing a suite of custom-built tax products and services, effectively translating the firm’s tax strategy, regulatory mandates, and client requirements into tangible business results. The Senior Manager will work collaboratively with teams, engaging in technical and strategic insight sessions to pinpoint and address business and product challenges, ensuring alignment between technical processes and the overarching business/product vision.Withum’s brand epitomizes our people, our culture, and our collective strength. We have established ourselves as a leader in teamwork and client service excellence. The foundation of our success is attributed to the dedicated professionals who work tirelessly to empower our clients to grow and succeed, ensuring they are positioned for strength. Our commitment extends beyond our clients, as we embody the Withum Way, fostering personal and professional development for all team members and communities.This role is responsible for defining the product vision, roadmaps, releases, and ROI for our tax products and serves as the people leader for Product Managers and Product Analysts. The Senior Manager holds full authority over priorities, releases, and budget, with a mandate to enhance the quality and consistency of product management across teams.How You’ll Spend Your Time:Develop and communicate an inspirational vision for a portfolio of tax products and services, ensuring clarity in how individual products integrate to achieve overarching goals.

CGS Federal is actively seeking a highly skilled and motivated Senior Financial Investigator to join our dynamic team. This full-time role involves providing comprehensive legal support and investigative services for a major federal agency.At CGS, we pride ourselves on assembling exceptional talent to tackle the government's most complex challenges using innovative technology. We are in search of individuals who are enthusiastic about contributing to government innovation, thrive in collaborative environments, and possess the foresight to anticipate the needs of others. Our workplace fosters a supportive atmosphere that encourages professional development through various learning opportunities.Key Responsibilities:- Plan and execute thorough investigations.- Conduct quantitative and qualitative analyses of pertinent information.- Compile and prepare findings to bolster our mission.- Collaborate with investigators and law enforcement to develop and evaluate evidence.- Gather and assess facts, including witness statements and technical data, to support prosecutorial objectives.- Establish and verify connections among all evidence to ensure the authenticity of documents and corroborate witness accounts.- Provide analytical insights regarding federal law violations, including areas such as money laundering, wire fraud, and healthcare fraud.- Identify sources of information and analyze multiple variables.- Conduct asset investigations and financial analyses to confirm the ability of targets to meet monetary penalties.- Develop a strong understanding of relevant laws to guide the investigations effectively.- Create strategies for obtaining, preserving, and presenting evidence with maximum impact.- Collaborate with paralegals and attorneys to assess applicable laws and identify potential violations.- Perform various ancillary tasks to support assigned cases.- Utilize electronic databases to uncover assets and relevant documents.- Prepare interim and final reports on investigation progress.

Join our dynamic team at dev2 as a Credentialed Tax Expert, where your expertise will play a pivotal role in assisting clients with their tax-related needs. We are looking for candidates with a minimum of 2 years of paid tax experience, who are passionate about providing exceptional service and guidance in tax matters. This is an excellent opportunity to grow your career in a supportive environment.

Join our team at dev2 as a Tax Associate, where you can work from the comfort of your home while contributing to our mission of providing exceptional tax services. In this role, you will engage with clients to ensure their tax needs are met with accuracy and professionalism.You will collaborate with a dynamic team and gain valuable experience in the field of taxation, applying your analytical skills to help clients navigate complex tax regulations.

Join InterSystems Corporation, a premier innovator in database and integration technologies, as we expand our North American Financial Services Sales Engineering Group. This dynamic, client-facing role is fast-paced and multifaceted, demanding a blend of application development, deployment expertise, hands-on coding prowess, and strong problem-solving capabilities. You will also need to possess exceptional presentation skills, sales insight, and business acumen, along with a willingness to travel regionally on occasion.Key Responsibilities:Foster close, long-term relationships with clients by collaborating with InterSystems' Account Representatives and various departments.Partner with System Integrators and Project Managers during the crucial adoption and implementation phases, ensuring successful project outcomes.Provide recommendations on technical architectures, model design, development patterns, migration strategies, upgrade procedures, and operational best practices.Design, develop, and present Proofs of Concept (PoCs) to prospective clients and partners.Conduct standard and customized training sessions in a classroom setting.Assist clients during beta testing or pre-launch activities.Engage in marketing initiatives at trade shows, conferences, and seminars.Stay informed on InterSystems products and the latest trends in the IT industry, including competitive offerings, while pursuing relevant self-development opportunities.Develop prototypes and work with product management to enhance product offerings based on client feedback.Craft competitive proposals, solution overviews, sales materials, and other collateral to support pre-sales efforts.

The RoleWe are seeking a dynamic Chief Operating Officer (COO) to partner with the CEO and drive the operational framework of our organization.This is not a traditional process-oriented position; rather, it is a pivotal role focused on running the business.The COO will oversee daily operations across Customer Success, Customer Support, Finance, and Commercial execution, while fostering operational cadence, performance management, and cross-functional execution throughout the company. While the CEO will hone in on product strategy, strategic partnerships, and mergers & acquisitions, the COO will ensure swift, disciplined, and clear execution of company initiatives.This position represents a genuine #2 leadership role with extensive authority, significant scope, and substantial impact.

The Senior Financial Analyst, FP&A, is based in Ataccama's Boston office and plays a central role in supporting the company’s growth. This position serves as the primary financial partner to Sales and Marketing, providing both analysis and guidance beyond routine reporting. What you will do Collaborate with Sales and Marketing teams as their main financial partner Prepare narratives for Board reporting Lead forecasting for Revenue and Cash Flow Work directly with the VP of FP&A and the CFO to support strategic initiatives Contribute to shaping global business strategy through data-driven insights Strengthen Ataccama’s analytical approach across the organization Who you’ll work with VP of FP&A (direct report) CFO Sales and Marketing teams Location This role is located in Boston, Massachusetts.

THE ROLEMissionAt Origin, your mission is to craft user-friendly, AI-enhanced financial experiences that convert data and user insights into actionable guidance. You will spearhead a comprehensive design process, integrating research, industry benchmarks, and exceptional design standards to produce intuitive and engaging user experiences. By collaborating with diverse teams, you will distill intricate financial information into refined, high-quality interfaces that empower users to make informed decisions and achieve financial growth.ResponsibilitiesEngage with cross-functional teams including product managers, engineers, and data scientists to deliver AI-driven, insights-focused user experiences.Transform research insights, user behavior data, and AI functionalities into clear, user-centric design solutions.Create user flows, wireframes, and prototypes that simplify complex financial data to enhance user engagement.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this role, you will leverage your expertise to deliver exceptional solutions, guiding our clients through complex challenges and ensuring they achieve their business goals. You will collaborate closely with various stakeholders, including technical teams, to translate business requirements into innovative solutions.

New Leaf Energy is a forward-thinking clean energy developer dedicated to expediting the transition to a renewable energy future. We collaborate with landowners, policymakers, and various stakeholders to identify and develop high-value sites, ultimately partnering with long-term asset owners to bring transformative clean energy projects to fruition.Position SummaryAs a Senior Analyst in Financial Planning & Analysis (FP&A), reporting directly to the Vice President of Finance & Accounting, you will play a pivotal role in financial planning, forecasting, modeling, and performance reporting across New Leaf Energy. Collaborating closely with teams in Project Development, Project Finance/Sales, and Finance & Accounting, you will spearhead the annual budget and forecasting cycles, develop and maintain sophisticated financial models, and provide clear, actionable insights to executive leadership and the Board. Your responsibilities will also include optimizing the FP&A system, promoting automation and reporting enhancements, managing near-term cash forecasting, and overseeing key financial instruments to ensure transparency in financial performance, disciplined capital management, and data-driven decision-making.This position can be based in our Boston or Lowell, MA offices. We prioritize in-person collaboration and provide a hybrid work environment, where employees are expected to work in the office at least two days a week (Tuesday, Wednesday, and Thursday) and can choose to work from home or the office on other days.

Join Databricks as an Enterprise Account Executive, where you will leverage your strategic sales expertise to engage with Financial Services accounts. You excel in driving innovation and guiding clients through their digital transformation journeys. Your deep understanding of our product will empower you to effectively communicate its value to customers and system integrators. You will focus on expanding existing accounts while also seeking new opportunities, all while benefiting from our attractive accelerators for exceeding quota.Your Impact:Engage with CIOs, IT executives, line-of-business leaders, program managers, and other key stakeholders.Close sales with both new and existing accounts.Identify and secure quick wins while managing complex sales cycles.Surpass activity, pipeline, and revenue targets.Document customer details, including use cases, timelines, next steps, and forecasts using Salesforce.Employ a solution-oriented selling approach to create value for customers.Champion Databricks’ enterprise cloud data platform powered by Apache Spark™.Ensure exceptional customer satisfaction.Prioritize opportunities and allocate resources effectively.Develop a comprehensive success plan internally at Databricks and externally with your accounts.

Join Databricks as an Enterprise Account Executive specializing in Financial Services. In this pivotal role, you will leverage your expertise to drive sales and build strong customer relationships in the financial sector. You will be responsible for managing the entire sales process from prospecting to closing, ensuring customer satisfaction and maximizing revenue growth.As part of your role, you will collaborate closely with cross-functional teams to deliver tailored solutions that address client needs. Your passion for technology and understanding of the financial landscape will be critical in positioning our innovative platform as the go-to solution for financial institutions.