Banking and Financial Services Jobs in Middlesex Massachusetts

COMPENSATION & EARNINGS

• Base Salary: $75,000-$85,000 per annum
• 1st Year Total On-Target Earnings (OTE): $125,000 per annum (base + performance incentives)

At Leyton, we’re not your average consulting firm. We’re a team of passionate innovators, financial strategists, and opportunity creators helping businesses of all sizes reach their full potential. As we continue our rapid growth in North America, we’re looking for a results-driven Business Development Executive to join our high-performing U.S. sales team.

About Leyton

Leyton is a global consulting firm dedicated to helping businesses improve performance through innovation funding and underutilized tax strategies. Since 1997, we have grown to more than 3,000 employees across 17 countries, with U.S. offices in Boston and San Francisco. Our U.S. presence provides the agility of a startup combined with the stability and resources of an established global company.

In the United States, our expertise includes Research and Development (R&D) Tax Credits, State and Local Tax (SALT), Energy Efficiency Credits, Cost Segregation, and more. Our consultants, technical experts, and tax specialists provide strategic advice on how best to utilize credits, incentives, and refunds. Our sales and strategic teams have built strong relationships with firms across more than 70 niche markets. To date, Leyton has helped over 25,000 companies uncover tax credits and reinvest in innovation and business growth.

What You’ll Do

As a Business Development Executive/Account Executive, your mission is to generate new business opportunities in the USA, targeting businesses operating in the innovation space. You will be supported by a collaborative inside sales team, both onshore and offshore, and work closely with our consultants and leadership teams to drive results.

Key Responsibilities

• Identify, pursue, and close new business opportunities through market research, networking, and strategic outreach
• Build and manage a robust pipeline while nurturing relationships with key stakeholders
• Own the full sales cycle from prospecting and meeting decision-makers to closing deals and onboarding
• Develop and present tailored value propositions that address client challenges and deliver measurable results
• Collaborate with consultants, internal teams, and partners to drive referrals and maximize client impact
• Train and coach the inside sales team to generate qualified leads aligned with your strategy
• Support the development and execution of regional go-to-market strategies
• Meet and exceed monthly KPIs and annual revenue targets
• Manage existing client accounts with a focus on retention and expansion

What We’re Looking For

• Proven experience selling Tax Credits, tax advisory, and State and Local Tax (SALT) solutions to U.S. companies is considered a strong asset.
• Quota-achieving sales experience in a closing role
• Consultative selling skills, with the ability to tailor solutions to client needs
• High-volume outreach expertise with a strategic prospecting approach
• Ability to engage C-level executives and key stakeholders with confidence and credibility
• Outstanding communication and persuasion skills, with strong pitching and negotiating ability
• Self-motivated, disciplined, and goal-oriented with strong organizational skills

Nice-to-Haves

• Bachelor’s degree in Business Administration, Management, Marketing, or a related field
• Experience with Salesforce and SalesLoft or similar CRMs
• Background in selling intangible products or services
• Formal sales methodology training

Required Skills and Qualifications

• 3-5 years of experience selling services to mid- and high-market clients
• Proven track record in consultative sales and managing the full sales cycle
• Experience working with or selling for a management consulting firm is a strong asset
• Background in finance, innovation, or operations is an advantage
• Highly self-motivated, independent, and results-oriented
• Excellent verbal and written communication skills
• Strong interpersonal skills and a collaborative mindset
• A high level of professionalism, integrity, and ethical standards

What We Offer

Compensation

• Base Salary: $75,000-$85,000 per annum plus , Commission: Up to $55,000.
• 1st Year Total On-Target Earnings (OTE) for this role: $125,000 per annum (on an average).
• Uncapped Commission and Strong Quarterly Bonuses
• Competitive annual salary structure with performance-based incentives

Growth and Development

• Access to exclusive international training programs through Leyton Academy
• Defined career paths and mentorship within a fast-growing, global organization
• Mentorship and guidance from experienced sales leadership and consulting professionals.

Flexibility and Culture

• Hybrid work model with 3 days per week in a collaborative office setting
• Fun quarterly team events and a supportive, inclusive workplace environment
• Volunteer and community engagement opportunities
• Exposure to executive leadership and subject matter experts

Benefits (U.S. Employees)

• Competitive base salary plus performance-based bonus structure.
• Starting with four weeks of vacation.
• 401(k) with employer matching.
• Medical, dental, vision, prescription, and paramedical coverage.
• Healthcare FSA and HRA
• Paid holidays, vacation, and sick leave (compliant with state and local law)
• Complimentary time off in the summer and at Christmas
• Summer Fridays (half days in July and August)

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds occasionally
• Reasonable accommodations are available as required by law

Equal Employment Opportunity

Leyton provides equal employment opportunities to all employees and applicants. Discrimination or harassment of any kind is strictly prohibited. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetics, or any other protected characteristic under federal, state, or local law.

This policy applies to all employment practices, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

LOCATION:

Boston, MA

OVERVIEW:

Our client is searching for a Summer 2026 Private Equity Associate based in Boston, MA. The Associate will support the investment process and meaningfully contribute to all facets of a deal process including; industry research and deal evaluation, financial modeling, valuation analysis, transaction structuring and negotiation, investment committee approval process, and pre and post-merger due diligence.

ROLE RESPONSIBILITIES:

The Associate role involves performing a wide variety of tasks and analysis in direct support of the team. Specific responsibilities include:

• Assist in the management of all aspects of investment evaluation and execution, including meetings with management, oversight of 3rd-party advisors, and discussions with financing sources
• Lead industry, business, and financial diligence efforts
• Lead transaction structuring and modeling efforts
• Work with portfolio company management teams to monitor performance; identifying and driving value-creation initiatives post-close

REQUIREMENTS:

• 1-4 years of experience in investment banking or private equity
• Exceptional analytical skills, including quantitative analysis and complex modeling skills
• Exceptional interpersonal and communication skills; able to articulate ideas to both technical and non-technical audiences
• Independently holds self to the highest standards of integrity, honesty, and forthrightness
• Highly motivated and entrepreneurial; possessing a high degree of personal initiative

Our financial services client is looking for a Account Manager - Content to join their team! This is a 40 hr/week, 3 month, hybrid flex (4 days or less in office) role in Westwood, MA, Boston, MA or Johnston, RI.

Responsibilities:

- Support end-to-end execution of enterprise content initiatives across digital and social channels

- Manage content delivery from post-creative review through final publication

- Partner with content strategy, creative, web, SEO, legal, risk, and compliance teams to ensure timely approvals

- Oversee production timelines, workflows, and stakeholder reviews to keep projects on track

- Ensure brand consistency, quality assurance, and accuracy across all content assets

- Coordinate launch and publishing with web strategy and publishing teams

- Support content optimization using SEO best practices and performance tracking

- Leverage reporting frameworks and AI tools to improve efficiency and content effectiveness

- Balance multiple priorities in a fast-paced, highly regulated environment

Day in the Life:

1. Content Execution & Project Management (Highest Priority)

-Oversee execution of content initiatives.

-Manage 8-10 simultaneous projects.

-Keep workflows on track from start to finish.

-Coordinate stakeholder reviews and deliver consolidated feedback.

-Use JIRA, SharePoint, and OneView for project management.

2. Collaboration & Stakeholder Management

-Work closely with the content strategist and broader social/content teams.

-Act as a partner - not just a coordinator - with a strategic and creative voice at the table.

-Build and maintain relationships across business lines.

3. Strategic & Creative Contribution

-Bring a strong sense of strategy to content development.

-Help shape content direction with thoughtful input, not just execution.

-Support one or two specific business lines deeply.

Requirements

- Experience managing end-to-end content production workflows - Including timelines, stakeholder reviews, approvals, and publication across digital and social channels.

- Strong cross-functional collaboration skills - Ability to partner with strategy, creative, SEO, legal, risk, compliance, and web teams in a fast paced, highly regulated environment.

- Knowledge of SEO best practices and content optimization tools - Plus familiarity with reporting frameworks and AI tools to improve efficiency and content performance.

Investment Accounting Manager

Financial Controllership Team

Full time

Boston, MA or Springfield, MA

This is an individual contributor role

The Opportunity

This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position reports to the Director of Partnerships and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
• Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
• Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
• Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management.
• Actively participate in the implementation of the Company’s new ledger.
• Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles
• Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
• Leads internal control efforts.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment of the Investment Controllership team.

The Minimum Qualifications

• Bachelor’s degree
• 6+ years of financial reporting experience with a track record of increasing responsibility
• 4+ years of financial reporting experience on Alternative Investments

The Ideal Qualifications

• 8+ years of financial reporting experience with a track record of increasing Responsibility
• CPA preferred
• Master’s degree or beyond
• Strong analytical skills: ability to analyze financial data sets and tell the story of the data
• Proven ability to complete high quality work efficiently and increase autonomy over time
• Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries
• Experience with system implementations preferred
• Able to build and maintain strong working relationships across cross-functional groups
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.
• Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Controllership team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

Overview (Boston, MA / Or Nearby )

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.

As an Assistant Branch Manager at Rockland Trust, you play a pivotal role in supporting the Branch Manager in overseeing daily operations, driving business growth, and ensuring exceptional customer service. Each day, you create a positive and motivating team environment to help staff meet branch goals and objectives, and cultivate a customer-centric retail environment focused on identifying and providing team-based solutions for customer financial needs.

With a consultative, team-oriented sales personality and outstanding personal customer skills, you take responsibility for ensuring that every customer receives a consistent World Class Customer Experience with every branch staff interaction whether in person, over the phone, or through digital channels. You are a leader in the branch, personally executing a high level of customer service and modeling these behaviors to the staff.

What You’ll Do:

• Work in direct collaboration with the Branch Manager to:
• Train, motivate, develop, and coach employees.
• Accept responsibility for individual and overall branch sales, and customer experience performance.
• Nourish branch enthusiasm for participating in product promotion and other areas of opportunity.
• Track and report branch performance.
• Maintain the operational integrity of the branch.
• Ensure proper controls are maintained over all branch operational processes and regulatory requirements.
• Communicate new and/or changed policies and procedures to branch staff.
• Develop and implement sales programs and maintain a positive sales and service environment.
• Develop and maintain effective lobby management and customer outreach efforts.
• Maintain and utilize Salesforce platform.
• Manage referral targets on both an individual basis as well as for the branch team, leveraging a needs-based, consultative sales approach and online produce recommendation guides.
• Proactively identify, report, and resolve customer issues to ensure a positive customer experience.
• Ensure team compliance with RTC policies and procedures by leading by example, demonstrating our RTC core values and delivery on our customer promises.
• Maintain a thorough knowledge of all products and services provided by the bank including Consumer Products, Home Lending, Business and Cash Management alternatives; act as a resource to others in product knowledge.
• Actively demonstrate technology and self-service channels with new and existing customers promoting ATM, online banking, and mobile banking alternatives.
• Understand and utilize Regional Based Staffing and branch staffing models to coordinate in-branch customer demand while facilitating and supervising proactive outreach such as outbound calling and external sales calls.
• Consistently meet or exceed sales and service expectations by effectively leveraging RTC needs-based product recommendations; consistently meet or exceed requirements on mystery shops.
• Show initiative in maintaining a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
• Represent Rockland Trust by establishing meaningful roots in the communities it serves.
• Supervise branch staff in the absence of the Branch Manager.
• Assume responsibility for additional reporting duties and responsibilities as required.

What You’ll Experience:

• Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
• Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need.
• Recognition & reward: We believe all colleagues should be recognized for their contributions
• Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
• Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision, Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more.

Required Qualifications:

• Must be or become a Notary Public and NMLS certified.
• Ability to generate sales excitement and act as a coach and mentor to the staff.
• Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment.
• Excellent verbal and written communication skills.
• Consultative, team-oriented sales personality with outstanding customer service skills.
• Sound risk decision-making skills and strong operational proficiency.
• Supervisory abilities to provide constructive and positive feedback, and manage performance.
• Ability to meet compliance and audit requirements.
• High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
• Ability to work within normal office requirements, with long periods of standing and continuous customer support.
• Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate.
• Serves as the bank representative in community activities
• Ability to successfully complete our training program

Preferred Skills/Experience:

• College degree and two to four years of retail banking or equivalent experience preferred.
• The ideal candidate should possess Retail Banking experience in a sales environment with strong supervisory experience.

Who We Are:

At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities.

As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential.

For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.

Rockland Trust is the Bank Where Each Relationship Matters®. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Now that you’ve heard a little bit about us, we’d love to hear more about you. Submit your application and come help us strengthen our communities- one relationship a time.

Prominent national law firm is in need of a Public Finance Paralegal for the Boston office.

The Public Finance Paralegal will:

-Have 5+ years of relevant experience

-Draft various legal documents and correspondence including bond resolutions, offering statements, and closing documents

-Conduct legal research

-Organize due diligence materials and prepare closing binders

-Prepare UCC filing documents and state and federal tax

-Maintain databases

The Position:

A top AM law firm is seeking a talented associate with three to seven years of experience to join its internationally recognized Banking & Finance practice based in Boston.

This practice represents both lenders and borrowers in a broad range of sophisticated domestic and cross-border debt financings. Matters include private credit transactions, receivables financings, structured credit, distressed financings, syndicated credit facilities, and growth capital financings. Associates work on complex, market-leading transactions within a collaborative, fast-paced environment and play a meaningful role in client-facing deal teams.

About the Practice:

The team is known for its innovative approach and deep industry knowledge. The firm offers top-tier training and mentoring programs, retreats and academies, and structured shadowing opportunities. Associates are encouraged to build meaningful peer and mentor relationships while contributing to innovative, high-impact work in a dynamic environment Attorneys are fully integrated into deal teams and benefit from hands-on responsibility, close mentorship, and access to cutting-edge matters across a wide spectrum of financing structures.

Qualifications

• Three to seven years of relevant law firm experience in banking and finance
• Experience representing lenders and/or borrowers in debt financings
• Strong drafting, analytical, and negotiation skills
• Highly motivated with superior client service skills
• Massachusetts bar required

How to apply:

Thank you for your interest in the role. To complete an application and submit your resume, please click "apply now."

Credit Investment Associate / Analyst

• Conduct in-depth credit research and financial analysis across companies, industries, and capital structures.
• Build and maintain detailed financial models to support underwriting, valuation, and investment decisions.
• Support deal execution, including structuring terms, drafting investment materials, and coordinating diligence.
• Monitor portfolio performance, identify emerging risks, and evaluate follow-on or cross-sell opportunities.
• Collaborate with management teams, advisors, and internal stakeholders throughout the investment process.

Requirements:

• 2+ years of experience in credit investing, private credit, special situations, or restructuring.
• Strong financial modeling, analytical, and presentation skills.
• Entrepreneurial, resourceful, and comfortable working in lean, collaborative teams.

The Opportunity

Join our team as an Enterprise Architect in an industry leading EA function that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions supporting the Corporate Technology Organization in Investment Management(Portfolio Management, Derivatives, Credit & Market Risk functions). This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innovative use of data science, data analytics, cloud and API's. The EA will work with a team that embrace diversity in all of its forms, respect and have fun.

The Team

The MassMutual Enterprise Architecture team in the Enterprise Technology and Experience organization is seeking an outstanding Enterprise Architect (Application) to join our team. Enterprise Architecture is composed of Business, Application, Technology & Design and Security architecture domains. Joining this team will give the Application EA a unique perspective and opportunity to partner with best-in-class architects on enterprise wide technology initiatives.

The Impact:

This role will work with Corporate Technology Finance & Investment Management line of business delivery teams, engineers, application operations, product managers, and enterprise stakeholders to help deliver innovative, data-driven systems aimed at transforming the insurance industry. As part of the application architecture team, incumbents may be responsible for any of the following:

• Technical evaluations and benchmarking of core application platforms, frameworks and technologies
• Specification and publication of standards around application design and software engineering best practices
• Thought leadership and active participation in conferences and research with strategic partners and academic institutions
• Partner with senior leaders to develop and maintain the Technology strategies & roadmap
• Partner with business executives and senior architects to identify data and process issues, then provide solution options and recommends options
• Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
• Engage in SA problem solving, snapshots and full architecture documents
• Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members
• Collaborate with extended enterprise architecture, business, and IT support teams to communicate architecture strategies, standards, and direction
• Stay abreast of emerging technologies

The Minimum Qualifications

• Bachelors degree in Computer Science, Engineering or related Technical degree
• 8+ years of related IT Solutions Architecture or Technical Lead experience

The Ideal Qualifications

• 10+ years of related IT Architecture or IT consulting experience
• 5 years of Investment Management and/or Finance experience
• Emerging Technologies in Investment Management including AI/ML
• Experience with IM Platforms: Eagle, Aladdin, Calypso, Murex or similar
• Experience in data management platform design and integrations, ABOR/IBOR data layer, data modeling for IM domain, data framework adoption, mastering solution design.
• Excellent communication, presentation, influencing and reasoning skills
• A team-focused mentality with proven ability to work effectively with diverse stakeholders
• Strong interpersonal skills, with an emphasis on the ability to effectively influence others, collaborate and partner.
• Understanding of the impact of IT on business results
• Demonstrated experience using Architecture Methodology (TOGAF, Archimate)
• Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of potential actions and identify the most appropriate one
• Experience in Public Cloud platforms (preferably AWS), solution design and development using Cloud-native services, and understanding of cost rationalization.
• AWS/Azure Cloud Certification
• Strong experience in Architecture and Design patterns
• Developed acumen in Domain Driven Design
• Strong experience with event streaming design and implementation using Kafka, along with web service protocols and patterns like SOAP, REST, JSON, XML/XSDs.
• Experience with REST API for data interchange and API-driven systems integration decoupling digital and backend systems.
• Track record of designing architectural reference material

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Enterprise Architecture team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits

#LI-RK1

The Core Tax Services Senior Manager /Senior Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager /Senior Director is 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 Core Tax Services Senior Manager /Senior Director will be a critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner.

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”).

o Manages engagements to achieve engagement management metrics

o Responsible for overall client service by encouraging team’s adherence to TQM policies (including engagement letters, documentation, etc)

Research

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports

the analysis.

o Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process

o Technical reviewers of WTAs in an area of expertise, as applicable to role

Tax Consulting

Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.

o Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm

o Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution

Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

o Has expert knowledge of application of standards

o Recognized as industry expert in specialized field of taxation

o Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance

Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.

o Depending on specific role, may be required to present complex strategies to clients and prospective clients

Other duties as required

Supervisory Responsibilities:

• Ability to supervise associates, senior associates and managers, as the situation dictates

• Reviews work prepared by associates and senior associates and provide review comments

• Acts as a Career Advisor to associates, senior associates and managers

• Schedules and manages workload of associates, senior associates and managers

• Provides verbal and written performance feedback to associates, senior associates and managers

Essential Duties/Functions

*Qualifications

Education:

- Bachelors degree in Accounting or other relevant field required

- Masters degree in Accounting beneficial, masters degree in taxation preferred

Experience:

- Eight (8) or more years of prior experience

- Industry expertise in one or more tax specialty

- Prior supervisory experience required

License/Certifications:

- CPA certification preferred

- Possession of other professional degrees or certifications applicable to role beneficial

Software:

- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat

- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

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

IDEAL CANDIDATE

Ideal candidates will have experience at Big 4, McGladrey or Grant Thornton

All your information will be kept confidential according to EEO guidelines.

Direct Staffing Inc

Location: New York, Hoboken, Atlanta, Denver, Los Angeles, Philadelphia, Boston - Clarendon, Detroit, McLean, San Francisco, Chicago, Houston, Seattle, Dallas

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Join EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, where we work on the most complex and high-profile global transactions for Fortune 500 CFOs across diverse industry sectors. Our seasoned team of buy side and sell side transaction advisors bring deep sector expertise and functional knowledge to our clients. We develop deal strategies, prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions and people. Key client questions that we help answer:

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• How does the Finance function support the overall organization’s strategic priorities during and immediately after a transaction?

  
  

• What are the primary sources of deal value, and how do you capture more synergies faster?

  
  

• How does a transaction set the stage for a new finance operating model and create a platform for future growth?

  
  

You will join one of the fastest growing practices at EY and in the industry where you will find plenty of opportunities for your professional growth and development. We are the leading strategic advisor for end-to-end Deal Finance services, supporting major transactions for market-leading companies. We continue to invest heavily in our people to support personal growth and unique career experiences in a highly diverse and international environment.

As a Director with EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, you will play a crucial role in managing and executing buy side and sell side projects, focusing on the CFO agenda and Finance function. You'll lead projects across sectors, collaborating with client service teams to develop and execute transaction strategies. Your role will encompass a variety of engagements, from pre-deal operational planning to post-deal integration planning, tracking, etc., requiring a strong commercial mind-set.

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• Project Management: Collaborate with diverse teams across EY to ensure successful project execution.

  
  

• Business Acumen: Work in a fast-paced, exciting environment, driving value for clients.

  
  

• Core Consulting Skills: Utilize problem-solving, critical thinking, and effective communication to address client challenges and deliver tailored solutions.

  
  

• M&A Expertise: Apply in-depth knowledge of buy side and sell side transactions, including due diligence, transaction strategies and execution, to guide clients through complex transactions.

  
  

• Building Relationships: Develop strong working relationships with senior clients, including influence, advice and support to key decision makers.

  
  

• Continuous Learning: Develop technical and personal skills through a blend of structured learning, coaching and experiences.

  
  

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• A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience. MBA is preferred.

  
  

• Experience in Finance integrations, divestitures, and/or carve‑outs including transaction strategy, operating model, org design, synergies, transition services agreements (TSAs), etc.

  
  

• In‑depth knowledge of and experience in the Finance function (e.g., accounting, reporting, budgeting and planning, order‑to‑cash, procure‑to‑pay, financial systems), and significant management consulting experience.

  
  

• Proven ability to manage complex business environments and synthesize solutions for integration/divestiture challenges.

  
  

• Excellent analytical, negotiation, influencing, and relationship‑building skills.

  
  

• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

  
  

• Willingness to travel and work beyond standard hours as needed.

  
  

We seek talented professionals who can visualize client goals and think creatively to facilitate them – often in politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

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• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  
  

• Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.

  
  

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

  
  

EY accepts applications for this position on an on‑going basis.

For those living in California, please click here for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

We are a rare disease therapeutics company leading with science to make life‑changing therapeutics available to patients with significant unmet needs. We involve key thought leaders, physicians, patients, care partners, and advocacy groups in all of our clinical and regulatory development strategies.

With a keen understanding that drug development often requires creative solutions, we have the insight and expertise to forge new pathways to success that others have missed. By following the data without bias, our transparent narratives and common‑sense perspective have successfully overcome complex development challenges to make much‑needed therapies available to patients.

Nimble and dauntless, we push boundaries beyond what is thought to be possible and advance new therapies that have the potential to bring meaningful improvement to patients’ lives.

The Vice President, Controller is a key member of the finance leadership team responsible for overseeing the company’s global accounting operations, supporting financial reporting, and maintaining the effectiveness of the internal control environment.

This role ensures the integrity of financial information, compliance with U.S. GAAP and applicable regulatory requirements, and supports strategic decision‑making. The VP, Controller is instrumental in driving operational excellence, automation, and scalability within the finance function.

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• Lead the accounting function, including general ledger, revenue recognition, accounts payable/receivable, payroll, fixed assets and consolidations.
  
• Ensure timely and accurate monthly, quarterly, and year‑end financial close processes and reporting.
  
• Support the preparation of internal and external financial statements in compliance with GAAP, DK GAAP and SEC regulations, as applicable.
  
• Support a strong internal control environment by maintaining and enhancing internal control over financial reporting (ICOFR) over general ledger activities.
  
• Provide financial analysis and insights that support strategic business decisions.
  
• Coordinate with external auditors for the annual audit and manage related inquiries and deliverables.
  
• Assist in the development of technical accounting guidance and in the implementation of new standards.
  
• Lead and develop a high‑performing accounting team; promote continuous learning, cross‑training and career development.
  
• Evaluate and implement systems and process improvements to streamline operations, enhance reporting capabilities and promote efficient cross‑functional collaboration.
  
• Collaborate with FP&A, tax, treasury, legal, and business unit leaders to ensure alignment and effective communication of financial data.
  
• Support M&A due diligence and integration efforts as needed.
  

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• Bachelor’s degree in Accounting, Finance, or related field required.
  
• 10+ years of progressive experience in accounting and financial leadership roles within the biopharma industry.
  
• Public accounting experience (Big 4 or large regional firm) combined with corporate accounting experience within a public biopharma company preferred.
  
• Solid understanding of U.S. GAAP, DK GAAP (or IFRS), COSO internal control framework, and financial reporting.
  
• Strong leadership, team development, and communication skills.
  
• Experience with ERP systems (e.g., MS Dynamics Business Central, Oracle NetSuite, or similar) and other report writer and/or FP&A software a plus.
  
• Ability to lead change, manage complexity, and drive process improvements in a dynamic environment.
  
• Monthly travel may be required (up to 20%).
  

Zevra is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

Zevra does not accept unsolicited resumes from agencies or search firms. Recruiters are requested not to contact employees or hiring managers. All candidate submissions must be coordinated through our Human Resources team and require a prior written agreement. Any resumes sent without such an agreement will not create any implied obligation.

Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, public equity, public credit, and liquid alternative offerings.

We manage approximately $68bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.

GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.

Working with the Developed Fixed Income team, in partnership with Asset Allocation, the Developed Fixed Income Rates Strategist will generate and represent investment ideas in the bond markets. They will work closely with researchers and portfolio managers within the teams and take primary ownership of duration positioning for existing and new portfolios. This role will report to the Head of Developed Fixed Income, but work very closely with Portfolio Managers in Asset Allocation. The role is Boston based with a hybrid schedule (minimum of three days in the office).

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• Generate investment ideas and opinions in the bond markets – specifically focused on the government or risk‑free parts of the market throughout the developed space (US, UK, Japan and Europe).
  
• Generate creative relative value trade ideas in the interest rate space that could be used in Developed Fixed Income or Asset Allocation portfolios.
  
• Develop an investment thesis on duration and curve positioning for existing Developed Fixed Income portfolios, as well as any new portfolios.
  
• Stay up to date on interest rate and currency markets, highlight noteworthy changes to the Fixed Income Quant team, as well as Asset Allocation.
  
• Leverage a fundamental framework while considering quantitative inputs to develop fundamental views to complement and improve our existing interest rate models.
  
• Research and propose duration positioning within all developed markets (both US and overseas) within Asset Allocation Fixed Income portfolios.
  
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  • Understand the objectives, constraints and positioning for each of the Asset Allocation strategies.
    
  • Partner with Asset Allocation to determine duration and key rate targets.
    
  • Translate model output into positioning and trades.
    
  • Ensure proper positioning and risk targets.
    
  • Provide detailed performance and attribution reporting.
    
  
  
  
• Act as an effective sounding board, engage in intellectual debate with Asset Allocation to result in the best outcome for the portfolios.
  
• Partner with the Fixed Income Quant Research team to think critically about model output:
  
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  • Evaluate and assess any hidden risks that would make the model vulnerable in the market environment.
    
  • Consider and propose what research or enhancements would be most helpful for the portfolios.
    
  • Evaluate if the portfolio construction process provides the right balance of risk contribution.
    
  
  
  
• Communicate effectively across Developed Fixed Income and Asset Allocation.
  

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• 8+ years of industry experience, including relevant Fixed Income investment experience.
  
• The individual should be a self-starter with a demonstrated passion for investing.
  
• A strong understanding of financial markets, and an understanding of Fixed Income analytics is required.
  
• The individual should have the ability to both generate and effectively communicate portfolio ideas through effective spoken communication, across both Developed Fixed Income and Asset allocation, as well as with other investment teams.
  
• Demonstrated experience generating and implementing high conviction investment ideas in G10 rates and FX.
  
• Deep understanding of individual risk factors—including duration, curve, and liquidity risks—with a demonstrated ability to identify, quantify, and mitigate exposures through both analytical tools and market intuition.
  
• Extensive knowledge of G10 sovereign bond markets, macroeconomic drivers, and their impact to underlying investment strategies.
  
• Expertise in the technical structure and market dynamics of FX and interest rate related securities, including forwards, futures, swaps, options, and sovereign bonds. Experience with inflation linked products a plus. Trading experience a plus.
  
• Effective oral and written communicator with the ability to work closely with Portfolio Management, Research, and Trading to integrate views and refine strategies across fund vehicles.
  
• Ability to work in a collaborative, intellectually rigorous environment.
  
• Experience with Python, Matlab, or related programming languages a plus.
  

$150,000 - $175,000 a year

This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.

In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes medical insurance, dental insurance, life insurance, long‑term disability coverage, a 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

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• Medical insurance, dental insurance, life insurance, long‑term disability coverage, 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.
  

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.