Banking and Financial Services Jobs in Boston
121 positions found — Page 4
The Champlain Insurance Group (“CIG” or “the Company”) is a fast-growing, specialty, surplus and excess lines insurance enterprise, which through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, offers primary and excess general liability insurance solutions and claims administration throughout the United States. We are seeking a an Actuary Leader in our Boston, MA office to set the pace and outcomes for the company from a pricing and reserving perspective, while helping to guide new markets that can be explored.
The Vice President of Actuary is a senior executive responsible for overseeing all actuarial functions within the organization, including pricing, reserving, risk management, and financial reporting. This role ensures the integrity of actuarial models, compliance with regulatory standards, and alignment of actuarial strategy with the company’s overall financial and growth objectives. This role serves as a key advisor to executive leadership, providing insight and guidance on the financial implications of business decisions and long-term strategic planning.
Responsibilities:Actuarial Leadership & Management- Oversee all actuarial departments and supervise actuarial teams to ensure efficient and timely execution of daily, monthly, and annual deliverables.
- Lead, mentor, and develop actuarial staff, fostering a culture of analytical excellence and accountability.
- Establish and maintain best practices for actuarial operations and reporting processes.
- Identify, evaluate, and manage financial risk exposures related to accidents, illnesses, liabilities, and market fluctuations.
- Collaborate with executive leadership to develop strategies for maintaining profitability and capital adequacy under various risk scenarios.
- Serve as a key member of the executive team, contributing to corporate strategy and long‑term financial planning.
- Align actuarial strategies and insights with business objectives, supporting organizational growth and sustainability.
- Provide executive‑level insight into emerging market trends, risk exposures, and financial projections.
- Develop and validate pricing models for insurance products to ensure competitiveness and profitability.
- Partner with product development and underwriting teams to design innovative insurance solutions aligned with customer needs and market trends.
- Monitor portfolio performance and adjust assumptions or models as needed to meet financial targets.
- Ensure all actuarial methodologies, models, and assumptions comply with applicable laws, regulations, and industry standards.
- Maintain transparency and integrity in actuarial reporting to internal and external stakeholders, including auditors and regulators.
- Oversee the preparation and submission of actuarial statements and certifications required by regulatory agencies.
- Oversee actuarial input into financial statements and ensure the accuracy of reserves, loss ratios, and related projections.
- Collaborate with finance, underwriting, and investment departments to provide comprehensive financial analysis.
- Support executive and board‑level reporting with data‑driven insights into financial performance and risk exposure.
- Education: Bachelor’s degree in mathematics, Actuarial Science, Statistics, Finance, or a related analytical discipline; Master’s degree preferred.
- Experience: Minimum 10+ years of progressive actuarial experience in a Fortune 100 company or equivalent large‑scale enterprise.
- Professional Designations: Minimum U.S. actuarial qualifications such as Fellow of the Casualty Actuarial Society (FCAS) or equivalent designation (FSA, MAAA).
- Technical Skills: Advanced proficiency in actuarial software, statistical modeling tools, data analytics platforms, and Microsoft Office Suite.
- Leadership Skills: Proven record of leading actuarial teams, managing large‑scale projects, and influencing executive decision‑making.
- Business Acumen: Strong strategic and financial insight with the ability to balance profitability, growth, and regulatory obligations.
- Communication: Exceptional verbal and written communication skills with the ability to convey complex technical concepts to non‑technical stakeholders.
We offer a competitive compensation package, including bonus opportunity, health, dental, vision, life, disability insurance, matching 401k, paid time off and holidays.
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, Skills
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, Skills
- Proactive, takes initiative, and uses critical thinking to solve problems
- MBA, JD, CFA, or CFP preferred
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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As the pioneer of Consulting 2.0, Catalant gives the world’s leading companies on-demand access to a community of highly vetted independent consultants and former operators. From individual consultants to full project teams, we deliver the right expertise to solve our clients’ most important challenges. Our clients include more than 30% of the Fortune 500, top private equity firms, and global consultancies, all seeking a more flexible, cost-effective way to get high-impact work done.
We’ve reimagined consulting for today’s world: it’s digitally enabled, fit-for-purpose, and designed to deliver outcomes, not just hours. Our proprietary platform powers our ability to connect companies with Catalant Experts and Teams who’ve solved similar problems before. Backed by world-class venture investors, we’re building the team that will take Catalant and the future of consulting to the next level.
Role DescriptionCatalant is growing rapidly, with strong unit economics, top-tier clients, and a profitable, scalable business model. As we enter our next phase of growth — deepening enterprise partnerships, launching new productized services, and expanding globally — we’re seeking a strategic, hands-on Chief Financial Officer to lead our financial strategy and operations.
The CFO will be a key member of the executive leadership team, partnering directly with the CEO and President to shape Catalant’s growth trajectory and ensure financial discipline as we scale. This leader will oversee all aspects of finance — including FP&A, accounting, capital markets, strategic finance, and risk management — and play a pivotal role in strategic planning, investor relations, and corporate development.
This is both a strategic and operational role: Catalant is a lean, fast-moving organization, and the CFO will be expected to roll up their sleeves while providing thought leadership on long-term financial and company strategy.
What you'll do- Strategic & Financial Leadership
- Serve as a thought partner to the CEO and leadership team in defining and executing Catalant’s financial and strategic roadmap.
- Lead the annual and long-range financial planning process, aligning financial goals with company objectives and investor expectations.
- Develop strategic insights into Catalant’s business model, platform dynamics, and margin structure to guide pricing, investment, and capital allocation decisions.
- Financial Operations & Controls
- Oversee accounting, reporting, and financial operations, ensuring GAAP compliance and operational excellence.
- Strengthen Catalant’s financial infrastructure, systems, and controls to support scalability and speed of insight.
- Lead FP&A to provide forward-looking, data-driven decision support to business leaders.
- Develop and implement the right reporting cadence to help drive performance and accountability and to inform changes to how we operate and to our strategy.
- Capital Markets & Investor Relations
- Manage banking relationships, including debt facilities, covenants, and refinancing strategies.
- Lead board and investor communications, ensuring transparency and credibility.
- Evaluate capital structure and financing opportunities to support growth, including potential M&A or strategic investments.
- Leadership & Culture
- Build, mentor, and develop a high-performing finance team.
- Foster a culture of accountability, curiosity, and continuous improvement consistent with Catalant’s values.
- Collaborate cross-functionally with Product, Sales, and Operations leaders to drive operational efficiency and alignment.
- 15+ years of progressive finance experience, including at least 5 years in a senior leadership capacity (CFO, VP Finance, or equivalent).
- Proven experience leading finance in a high-growth, technology-enabled services or marketplace business.
- Deep understanding of services business models, unit economics, and working capital dynamics.
- Experience managing debt facilities, investor relations, and board communications.
- Strong analytical and strategic thinking skills — able to move fluidly between details and long-term vision.
- Hands-on leadership style: thrives in a lean, fast-moving environment.
- MBA preferred, but not required.
At Catalant, we strive to offer a work environment where employees can bring however much of their full, authentic self as they desire. With this in mind, we are happy to offer our employees:
- Flexible paid time off
- 13 company holidays + a week off from Christmas through New Year’s
- Twelve weeks of paid parental leave regardless of how you choose to grow your family
- Generous health insurance coverage as well as optional vision and dental
- 401k to save for retirement
- Pre-tax commuter and flexible spending accounts
- A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
- Wellness stipend for your mental, emotional, or physical wellbeing needs and support
- Work from Home stipend
Catalant is proud to be an equal opportunity workplace. Catalant makes employment decisions on the basis of merit and business objectives and does not discriminate against applicants or employees on the basis of age, race, color, religion, national origin, ancestry, gender (including gender nonconformity and status as a transgender individual), sexual orientation, pregnancy, marital status, military or veteran status, qualified physical or mental disability, genetic condition or predisposition, or any other status protected by law. All Catalant employees are prohibited from engaging in any form of discrimination.
We have a flexible hybrid work model, where employees local to our Boston headquarters come into our office on a flexible basis, and other employees are fully remote. We are hiring and conducting interviews and onboarding either virtually or in person if local to Boston, depending on what makes most sense based on the specific candidate and new hire. Talk to our People Team to learn more!
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This role involves managing client relationships, mentoring junior team members, and understanding industry trends.
Candidates should have 5+ years of experience in direct lending and be proficient in commercial banking products.
A bachelor's degree is preferred.
The role offers competitive compensation and benefits, including health care coverage, retirement savings, and tuition reimbursement.
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Vaco by Highspring has partnered with a reputable food and beverage organization and they are looking for hire a Sr. Manager of Finance to their team.
Key Responsibilities
- Lead financial planning, forecasting, and budgeting processes for assigned business units or functions
- Partner closely with commercial, supply chain, and operations leaders to evaluate performance, manage costs, and drive margin improvement
- Develop and present monthly financial reviews, variance analyses, and actionable insights to senior management
- Support long-range strategic planning, including scenario modeling and investment analysis
- Oversee financial modeling for new initiatives, pricing strategies, capital investments, and productivity programs
- Ensure accuracy and integrity of financial data, reporting, and internal controls
- Coach and develop finance team members, fostering a high-performance and collaborative environment
- Contribute to continuous improvement of financial processes, systems, and analytics
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)
- 8–12+ years of progressive finance experience
- Strong background in FP&A, business partnering, and financial modeling
- Proven ability to translate complex financial data into clear business recommendations
- Experience working cross-functionally with senior stakeholders
- Advanced Excel skills; experience with ERP and planning systems strongly preferred
- Strong leadership, communication, and presentation skills
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
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As a key member of the executive team, the CFO drives INFUSE’s financial strategy, performance, and scalability. This role blends precision and agility, managing today’s numbers while shaping tomorrow’s growth.
What You’ll Do
- Lead all financial operations: forecasting, reporting, treasury, risk, tax, and compliance.
- Design data-driven systems that enable clarity and fast, informed decisions.
- Partner with leadership to evaluate investments, partnerships, and strategic initiatives.
- Ensure lean, transparent financial processes that support rapid growth.
- Oversee audits, tax filings, and legal entity management across global operations.
- Continuously refine financial models and tools for smarter planning and real‑time insights.
What You Bring
- Proven experience in senior finance leadership (ideally in a fast‑scaling, global or tech‑enabled company).
- Knowledge of NetSuite Platform
- Expertise in accounting, forecasting, compliance, and strategic planning.
- Analytical precision, operational discipline, and a bias for action.
- Comfort with change, innovation, and AI‑driven business environments.
Why INFUSE
You’ll join a global team that moves fast, values clear thinking, and thrives on measurable impact. This is a hands‑on leadership role for someone who sees finance not as reporting, but as a growth engine.
We are an Equal Opportunity Employer. We make hiring decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristic protected under applicable law. We welcome applicants from all backgrounds and believe that diversity of experience, culture, and perspective makes us stronger.
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Our Hiring Process
- We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human. We do not think machines can evaluate your application quite like our seasoned recruiting professionals—every person is unique. We promise to give your candidacy a fair and detailed assessment.
- We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team.
- At this point, we will invite you to interview with our hiring manager and/or the interview team. Please note: We do not conduct interviews via text message, Telegram, etc., and we never hire anyone into our organization without having met you face‑to‑face (or via Zoom). You will be invited to come to a live meeting or Zoom, where you will meet our INFUSE team.
- From there on, it’s decision time! If you are still excited to join INFUSE and we like you as much, we will have a conversation about your offer. We do not make offers without giving you the opportunity to speak with us live.
INFUSE is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy.
The process may vary depending on the role and location.
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The ideal candidate will have over 8 years of experience, including team management and expertise in tax regulations.
This role requires effective communication and analytical skills to manage complex client engagements and minimize tax liabilities.
Opportunities for career advancement and a flexible work environment are part of the offer.
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This role focuses on driving sales and relationship development within the North American institutional channel.
The ideal candidate will have at least five years of experience in asset management or institutional sales, possess strong leadership skills, and be capable of managing complex client relationships.
A hybrid work environment is offered, along with competitive compensation ranging from $90,225 to $162,405 annually.
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This leadership role requires a commitment to empowering diverse communities through strategic planning, service development, and effective collaboration across stakeholders.
The ideal candidate will possess strong leadership skills, a deep understanding of relevant policies, and a proven ability to build relationships while enhancing program visibility.
The compensation is competitive, aligning with experience.
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The role involves managing client deliverables, developing team members, and ensuring compliance with accounting standards.
Candidates should have a Bachelor's degree in Accounting and at least 6 years of relevant experience, particularly in alternative investments.
The position offers a hybrid work model and a competitive salary range of $65,000 to $115,000 USD.
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Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis.
Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL.
This role offers the opportunity to work in a collaborative environment while driving projects to successful completion.
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Our commitment to people with neuromuscular diseases
is our greatest strength
VP, Total Rewards, People Operations & AnalyticsDyne Therapeutics is focused on delivering functional improvement for people living with genetically driven neuromuscular diseases. We are developing therapeutics that target muscle and the central nervous system (CNS) to address the root cause of disease. The company is advancing clinical programs for myotonic dystrophy type 1 (DM1) and Duchenne muscular dystrophy (DMD), and preclinical programs for facioscapulohumeral muscular dystrophy (FSHD) and Pompe disease. At Dyne, we are on a mission to deliver functional improvement for individuals, families and communities. Learn more , and follow us on X, LinkedIn and Facebook.
Role SummaryThe Vice President of Total Rewards, People Operations & Analytics is Dyne’s enterprise owner for Compensation, Benefits, HR Compliance, HR Operations, HRIS and People Analytics. As a key member of the HR Leadership Team, this leader will develop comprehensive total rewards and recognition programs, operations and analytics strategies that align to Dyne’s people philosophy and culture, build scalable programs and infrastructure, and serve as a key advisor to the CHRO and Compensation Committee to ensure Dyne’s rewards and people systems are competitive, equitable, compliant, and insight-driven.
This is a strategic and hands‑on leadership role that will ensure Dyne is a top employer by offering competitive compensation, meaningful benefits, and seamless people operations that enhance the employee experience.
This role is based in Waltham, MA without the possibility of being remote.
Key ResponsibilitiesCompensation (executive & broad‑based)- Own Dyne’s global compensation philosophy and frameworks (market positioning, pay mix, salary structures, job architecture, geographic differentials)
- Lead annual compensation planning (merit, promotions, adjustments), short‑ and long‑term incentive design, sales/field comp as applicable, and equity strategy (grant guidelines, refresh cadence, burn rate/share pool stewardship)
- Partner with the CHRO to prepare materials for and present to the Board Compensation Committee; provide external benchmarking, pay‑for‑performance insights, and risk/compliance guidance
- Maintain competitive market intelligence (surveys, biotech equity practices), and advise on underwater equity, refresh approaches, and executive offers/retention mechanisms
- Own strategy and administration of health & welfare plans, retirement, time‑off/leave programs, and wellbeing offerings that reflect our patient‑centric culture and growth stage
- Lead annual plan design/renewals, vendor management, fiduciary compliance, communications, and required testing/reporting
- Ensure benefits and wellness programs align to biotech peer standards for attraction/retention
- Lead Dyne’s People Operations function with a particular focus on ADP Workforce Now (WFN) as our core HRIS/payroll/benefits platform: oversee system configuration, integrations, access control, data flows, maintenance, and upgrades
- Ensure ADP WFN and integrated modules (HR, payroll, benefits, talent, time & attendance) support process scalability and data integrity
- Stand up or refine processes across the employee lifecycle (hire‑to‑retire), including onboarding/offboarding, employee records, policy execution, compliance, and multi‑state/global payroll in partnership with Legal/Finance
- Own vendor ecosystem (benefits administration, brokers, payroll, HR tech); negotiate SLAs and performance
- Deliver operational excellence that improves employee experience while ensuring accuracy, audit readiness, and regulatory compliance
- Drive continuous innovation and intelligent automation across all HR systems and processes to enhance scalability, efficiency, and data accuracy as Dyne grows
- Build Dyne’s people analytics strategy and operating model with data pulled from ADP WFN and integrated sources—standardize definitions, data pipelines, secure governance, and self‑serve dashboards
- Provide recurring, decision‑grade insights: headcount planning, hiring funnel analytics, DEI metrics, rewards effectiveness, engagement/retention risk, organization health, and productivity
- Partner with Finance on workforce planning, scenario modeling, and budget alignment
- Lead and scale the team across Total Rewards, People Ops (especially the ADP domain), and Analytics; establish clear operating rhythms and SLAs
- Serve as thought partner to CHRO/CFO and a credible voice with the Compensation Committee
- Ensure policies and practices are compliant, equitable, and consistent with Dyne’s values and patient‑first mission
- Bachelor’s required; MBA/MS HR/Analytics preferred
- CEP, CCP, CBP, SHRM‑SCP/CEBS helpful for depth in comp/benefits and governance
- 15+ years in HR with deep leadership in Total Rewards, specifically global compensation and benefits. Biotech/pharma experience is highly preferred
- Expert knowledge of executive and broad‑based compensation (market pricing, incentive/Equity design, job architecture) and benefits strategy/administration
- Experience preparing and presenting to Compensation Committees; strong grasp of governance, disclosure, and regulatory considerations
- Experience with benefits administration, program design, vendor management, and employee communication related to health, welfare, and retirement plans
- Working familiarity with ADP Workforce Now (or a similar HRIS/Payroll system) is preferred, with the ability to oversee system functionality, vendor partnerships, and process efficiency
- People analytics fluency: metrics design, dashboarding, data governance, and storytelling to influence senior leaders
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The statements contained herein reflect general details as necessary to describe the principles functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all‑inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise balance workload.
This description is not intended to be constructed as an exhaustive list of duties, responsibilities, or requirements for the position. This position may change or assume additional duties at any time. The employee may be requested to perform different or additional duties as assigned. All Employees are expected to adhere to all company policies and act as a role model for company values.
Dyne Therapeutics is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
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Tax Senior Manager to elevate their career within a prestigious Big 4 accountancy firm.
In this dynamic role, you will lead a talented team in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients in the Financial Services sector.
You will play a pivotal role in driving business development initiatives and fostering strong client relationships while providing expert guidance to your team.
This is an exciting opportunity to make a significant impact in a fast-paced environment, where your leadership and expertise will be valued and rewarded.
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**Description
****Job Description Summary:
**Capstone Partners is seeking a Vice President on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports.
The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information.There are five departments within Capstone’ Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals.The Vice President is responsible for producing high-quality primary and secondary research in the form of articles, reports, surveys, and indices.In addition to working with the firm’s Managing Directors and Directors on published research, the Vice President will help manage the team’s Analysts and Associates to drive best in class research standards and efficiencies.
Additional opportunities include executing new research projects, managing the evergreen content calendar, supporting hiring and training, and running the Market Intelligence intern program.Capstone Partners' Lead Generation Vice President applicants should have 5+ years of business writing, market research, economic reporting, or other relevant work experience.
Specific knowledge of primary research methodologies and professional knowledge of one of Capstone Partner’s 12 industry coverage areas is a preferred and should be noted in the application.Capstone Partners is one of the largest and most active investment banking firms in the U.S.
For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle.
Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S.
With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams.
Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN).
For more information, visit **Duties and Responsibilities:
*** Publish market intelligence reports, articles, and surveys
* Lead primary research projects
* Oversee evergreen content calendar
* Work with firm’s service teams on content creation
* Work collaboratively with Lead Generation Services and Banking Teams
* Support senior members of the team on project execution
* Manage Analysts and Associates
* Run market intelligence intern program
* Copy edit and proofread reports for accuracy and adherence to Capstone style
* Take on additional projects as needed
**Basic Qualifications:
*** Bachelor’s degree
* 5+ years of business writing, market research, economic reporting, or other relevant work experience
**Qualifications:
*** Proven research, analysis, and communication skills
* Ability to manage a research project from kick-off to delivery
* Strong leadership and coaching skills
* Experience with primary research methodologies
* Aptitude for learning and cross-function collaboration
* Strong work ethic and high degree of integrity, discretion, and confidentiality
* Mastery of Microsoft Word, Excel, Outlook & PowerPoint Familiarity with Capital IQ, FactSet, Pitchbook, and Bloomberg a plus
* Must be authorized to work in the United States
- E-Verify Employer
* Ability to pass a Federal Bureau of Investigations (FBI) background check with fingerprinting to be associated with the broker dealer.
Not required to become a registered representative.
**Exempt Status: (Yes
** = not eligible for overtime pay) (
**No
** = eligible for overtime pay)Yes
**Workplace Type:
**OfficeOur Approach to
**Office
** Workplace TypeCertain positions outside our branch network may be eligible for a flexible work arrangement.
We’re combining the best of both worlds: in-office and work from home.
Our approach enables our teams to deepen connections, maintain a strong community, and do their best work.
Remote roles will also have the opportunity to come together in our offices for moments that matter.
Specific work arrangements will be provided by the hiring team.
**Compensation Range:
**$95,000-$100,000The compensation range represents the low and high end of the base compensation range for this position.
Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.
In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
**Note to Agency Recruiters:
** Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property.
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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The candidate will manage tax compliance and audits while driving the company's global tax strategy.
The ideal applicant has over 10 years of experience and strong leadership skills in a fast-paced environment.
This role offers a collaborative atmosphere focused on innovation and support.
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Remote working/work at home options are available for this role.
This role involves being a Subject Matter Expert, managing significant client responsibilities, and supervising staff on engagement deliverables.
Required qualifications include a Bachelor's degree, eight years of public accounting experience, and an active CPA certification.
The firm offers a hybrid work opportunity located in multiple states including Massachusetts, providing a comprehensive benefits package to its employees.
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Remote working/work at home options are available for this role.
TheDigital Assets Tax Senior Managerassists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations now engaging with crypto/blockchain solutions. In this role, the Digital Assets Tax Senior Manageris charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition,the Digital Assets Tax Senior Manager isa critical member of the office / region leadership team and actively participates in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties:
Tax Compliance
- Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
- Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible
- Ensures all data needed to comply with filing requirements are collected
- Identifies and properly communicates missing items to prepare return
- Utilizes Firm compliance software to maximize efficiency in tax prep process
- Collaborates with Principals, Tax Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
- Delivers high quality federal, state, and international tax compliance services
- Leads complex engagements with a team of tax professionals
- Manages the engagement including billing, collections, and the budget for projects
- Builds and manages client relationships
- Ensures/Documents client work and conclusions in the client tax file
Research
- Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
- Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
- Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
- Involves firm specialists, as appropriate
Tax Consulting
- Assists with identifying, developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients’ tax objectives
- Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization
Other duties as required
Supervisory Responsibilities:
- Manages teams of Managers, Tax Seniors, and Associates
Qualifications, Knowledge, Skills, and Abilities:
Education:
- Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
- Master’s Degree in Accounting or Taxation, preferred
Experience:
- Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
- Prior supervisory experience, required
- Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporation engaging with crypto/blockchain solutions, preferred
License/Certifications:
- CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
- Possession of other professional degrees or certifications applicable to role, preferred
Software:
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
- Experience with tax research databases, preferred
- Proficient in tax compliance process software, preferred
Other Knowledge, Skills, & Abilities:
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
- Capable of developing and managing a team of tax professionals
- Ability to compose written tax advice
- Capable of effectively developing and maintaining client relationships
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Massachusetts Range: $185,000 - $205,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
- Locations 15 One International Place, Boston, MA, 02110, US
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The candidate should have over 5 years of experience in business writing or market research.
Strong leadership and project management skills are crucial.
The role involves publishing articles, managing the team, and overseeing research projects in a collaborative environment.
This is an opportunity to contribute significantly to the firm's M&A insights.
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The Prospect Management Analyst is a core member of the Trust's prospect management team, responsible for establishing protocols for best practices, devising and leading training for end users. Oversees data integrity and workflow practices between frontline and operational teams, gathering and translating business requirements for report modifications and analytical tools. Responsible for admin of global processes in the Prospect module of Blackbaud CRM, as well as oversight of established portfolio management procedures. Devises and conducts routine auditing and analysis on data in the Prospect Management domain, which underlies performance metrics for gift officer activity and efficacy and related analytics.
Responsibilities
- The Prospect Management Analyst plays a key role in establishing and maintaining the core competencies of Trust staff related to CRM, our integrated enterprise data platform. Consistently meeting business, reporting, and analytics requirements of the Trust's fundraising management.
- Designs and creates of policy and procedure documents emanating from Trust Data Governance Business Rules for Prospect Management (plans) domains.
- Maintains version control of documents and modifications as practices evolve.
- As the key trainer and technical support for Trust administrative staff, the Prospect Management Analyst supports gift officers across all business units, as well as dissemination and communication of changes in business practices (as needed) to Trust admin staff.
- Leads the records administration of prospect management metadata in CRM conducting bulk uploads and changes, diagnoses integrity and QC issues recommending solutions. Delegates and supervises administrative staff as necessary for fulfillment of prospect management records diagnostics, corrections, and entry projects.
- Sets the agenda for bimonthly 'CRM Q&A's' with admin staff, featuring Directors and Senior Directors from Data Steering Committee.
- Participates with Records Management, Prospect Management and other Data Governance task teams as appropriate.
Education Requirements
- A Bachelor's degree and a min of 3 years in a fundraising or direct sales business environment are required.
- The knowledge of theories, principles and concepts and technical proficiency typically acquired through 2-3 years of experience using an enterprise-level relational database is required.
Experience
- Direct oversight of functions related to data admin, data integrity, and records management preferred.
- Experience with Blackbaud CRM and Tableau.
- Understanding of and experience with process management and/or process improvement concepts, and commensurate related skills including communication, coaching ability, persistence, critical thinking and ability to see the big picture.
- Strong communication, writing, formatting and editing skills and proficiency in writing and/or editing training and support documentation that emphasizes orderly presentation of information and clear instructions.
- The ability to prioritize, manage multiple tasks, and work under pressure to meet deadlines. May require oversight of entry level and/or temporary data entry operators. May require oversight of learning pathways for administrative and frontline staff related to their proficiency in using CRM to manage their prospects and prospect portfolios.
- The ability to collaborate with immediate team members as well as Trust staff, donors and volunteers.
The posted pay range is Boston Children's reasonable and good-faith expectation for this pay at the time of posting.
Any base pay offer provided depends on skills, experience, education, certifications, and a variety of other job-related factors. Base pay is one part of a comprehensive benefits package that includes flexible schedules, affordable health, vision and dental insurance, child care and student loan subsidies, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition and certain License and Certification Reimbursement, cell phone plan discounts and discounted rates on T-passes. Experience the benefits of passion and teamwork.
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Candidates should have over 15 years of relevant experience, a strong background in financial principles, and exceptional leadership skills.
This role offers a competitive salary and a comprehensive benefits package.
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