137 Investment Management jobs in Boston

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close.  Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery  and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment 
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree  or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• 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-DM2

#CFPMO

Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking a Legal Administrative Coordinator (LAC) to support the Investment Management Practice Group. Reporting to the Administrative Support Manager this position will be responsible for providing a broad range of administrative, secretarial and document processing support with guidance to the assigned Practice Group in an environment where superior client service is emphasized and practiced.

Maintaining an in-office presence is important to delivering our services through an integrated and collaborative work culture. Firm policy requires this role to work in the office three days per week as scheduled by their manager unless client demands, or another accommodation approved by their practice group, require them to be elsewhere.

PRIMARY FUNCTIONS AND RESPONSIBILITIES

• Regularly utilizes Task Delegation and Workflow Management software (BigHand) to receive, enter and update assignments; timely communicates with supervisor(s) through BigHand and/or directly the status of task completion and new developments that may impact the assignment and proactively seeks additional information or guidance when needed.

• Assists with word processing; edits and proofreads correspondence, memorandums, reports, and other general communications.

• Answers phones and takes messages, schedules appointments and coordinates meetings; arranges audio and video conferences; reserves conference rooms and arranges set-ups.

• Maintains attorney calendar and advises attorney of appointments, updates attorney address book and InterAction entries.

• Assists with time entry.

• Processes new business intake, related forms, and correspondence.

• Processes expense reports and invoices; arranges check requests; monitors through completion.

• Arranges travel and prepares itineraries; maintains attorney travel and desk profiles.

• Coordinates or assists with printing, scanning, copying of documents and/or sending of same.

• Provides legal research, case support and project assistance.

• Other administrative duties as assigned.

EDUCATION AND EXPERIENCE

• At least two (2) years of administrative support experience required.

• Bachelor's degree a plus.

• Previous law firm experience required.

• Demonstrates proficiency in Microsoft Outlook, Word, Excel, Power Point and Portable document Format (PDF) software.

• Flexibility to work overtime required.

Qualified candidates must apply online by visiting our website at selecting "Careers."

#LI-Hybrid

Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.

Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.

California Applicants : Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates

Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at or

If hired, your employment relationship with the firm will be on an "at-will" basis, meaning that the firm may modify the terms and conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected.

We're seeking an experienced audit professional to join our Investment Management audit team as a Director to execute various assurance activities in order to assess risk and formulate a view on the control environment.

The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is a Director level position within Business Audit, which is responsible for inspecting controls in front, middle and back offices.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

• Help identify risk and impact to relevant coverage area to prioritize areas of focus
• Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment
• Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner
• Assist in managing multiple deliverables in line with team priorities
• Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers

• Understanding of business line and key regulations relevant to coverage area (asset management experience preferred)
• Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
• Ability to identify and analyze multiple data sources to inform point of view
• Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly
• A commitment to practicing inclusive behaviors
• At least 4 years' relevant experience would generally be expected to find the skills required for this role
• Relevant certifications (i.e., CIA, CPA,CIDA, CAIA, CFA)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Opportunity

Join our dynamic team as a Director of Investment Management Technology, where you'll play a pivotal role in driving the execution of our technology strategy for Market & Credit Risk. As a key leader, you will build and develop a highly collaborative skilled team that supports complex, high-impact programs across the organization. In this role, you will be responsible for overseeing cross-functional teams and managing multiple, large-scale initiatives from concept to completion. The ideal candidate will have a proven track record of driving successful building teams, program execution, ensuring alignment with organizational objectives, and delivering measurable business results. You will work closely with executive leadership, stakeholders, and project teams to ensure the timely and efficient delivery of key programs. If you're passionate about making a meaningful impact and thrive in a fast-paced, collaborative environment, we invite you to be part of our journey towards excellence.

The Team

You'll be an integral part of our esteemed Corporate Technology Team, focused Investment Management Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As the Director of Credit & Market Risk, you'll play a pivotal role in high impact Corporate Technology Quantitative Analysis & Portfolio Mgmt  Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is a high-visibility position, offering the opportunity to collaborate closely with our Corporate Technology leadership team. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed.

The Impact:

• Develop and execute a technology roadmap aligned with the goals of Credit Risk, Market Risk and Quantitative Analysis teams.
• Build and develop a team that can execute on the roadmap
• Lead the evaluation, selection, and implementation of Risk Analysis solutions and systems.
• Partner with Investment teams, Quantitative Research teams, and Portfolio Management leadership to ensure cohesive data architecture and reporting ecosystems.
   

System Implementation & Optimization

• Oversee system integrations between qualitative models, Risk Systems, portfolio management systems, and data warehouses.
• Lead upgrades and enhancements to ensure continuous improvement in system performance and user experience.
   

Data & Analytics

• Ensure investment data flows are secure, accurate, and efficient.
• Enable advanced analytics and dashboards using BI tools e.g., Power BI, Tableau.
• Collaborate with data governance teams to uphold data quality, lineage, and compliance.
   

Stakeholder Engagement

• Serve as a liaison between Portfolio mgmt, Risk & Quantitative research, and IT teams, translating business needs into technical solutions.
• Train and support teams in adoption of new tools and technologies.
• Provide senior leadership with strategic insights into technology capabilities and ROI.
   

Governance & Compliance

• Maintain compliance with regulatory and internal controls for Risk systems.
• Establish and monitor KPIs related to Risk & Analytics system performance and data accuracy.

The Minimum Qualifications

• Bachelor’s degree in Computer Science, Engineering, Information Systems, or related technical field
• 8+ years of experience in technology leadership roles.
• 3+ years of experience with deep understanding of risk analytics and quantitative research tools, and data needs.
• 3+ years of experience managing large-scale system implementations or transformations.
• 3+ years of experience building and developing new teams
• 3+ years of understanding of data architecture, APIs, ETL, and quantitative modeling.

The Ideal Qualifications

• Masters degree
• Cloud Computing: Knowledge of cloud platforms e.g., AWS, Azure, GCP and their application in investment mgmt, including cloud-based investment systems and data storage.
• Integration & APIs: Understanding of integration technologies and APIs to connect different investment systems and data sources is necessary for creating a seamless Risk technology ecosystem.
• Cybersecurity & Data Security: Awareness of cybersecurity threats and best practices for protecting investment data.
• Emerging Technologies in Investment: Familiarity with emerging technologies in investment e.g., AI/ML, blockchain, RPA and their potential applications is crucial for driving innovation.
• Skills in evaluating and managing technology vendors and partnerships are important for procuring and implementing investment technology solutions. 
• Exceptional leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to influence and motivate teams without direct authority.
• Excellent time management and organizational skills, with the ability to prioritize multiple initiatives.

#LI-SC1

• Develop and execute a technology roadmap aligned with the goals of Credit Risk, Market Risk and Quantitative Analysis teams.
• Build and develop a team that can execute on the roadmap
• Lead the evaluation, selection, and implementation of Risk Analysis solutions and systems.
• Partner with Investment teams, Quantitative Research teams, and Portfolio Management leadership to ensure cohesive data architecture and reporting ecosystems.

• Oversee system integrations between qualitative models, Risk Systems, portfolio management systems, and data warehouses.
• Lead upgrades and enhancements to ensure continuous improvement in system performance and user experience.

• Ensure investment data flows are secure, accurate, and efficient.
• Enable advanced analytics and dashboards using BI tools e.g., Power BI, Tableau.
• Collaborate with data governance teams to uphold data quality, lineage, and compliance.

• Serve as a liaison between Portfolio mgmt, Risk & Quantitative research, and IT teams, translating business needs into technical solutions.
• Train and support teams in adoption of new tools and technologies.
• Provide senior leadership with strategic insights into technology capabilities and ROI.

• Maintain compliance with regulatory and internal controls for Risk systems.
• Establish and monitor KPIs related to Risk & Analytics system performance and data accuracy.

• Bachelor's degree in Computer Science, Engineering, Information Systems, or related technical field
• 8+ years of experience in technology leadership roles.
• 3+ years of experience with deep understanding of risk analytics and quantitative research tools, and data needs.
• 3+ years of experience managing large-scale system implementations or transformations.
• 3+ years of experience building and developing new teams
• 3+ years of understanding of data architecture, APIs, ETL, and quantitative modeling.

• Masters degree
• Cloud Computing: Knowledge of cloud platforms e.g., AWS, Azure, GCP and their application in investment mgmt, including cloud-based investment systems and data storage.
• Integration & APIs: Understanding of integration technologies and APIs to connect different investment systems and data sources is necessary for creating a seamless Risk technology ecosystem.
• Cybersecurity & Data Security: Awareness of cybersecurity threats and best practices for protecting investment data.
• Emerging Technologies in Investment: Familiarity with emerging technologies in investment e.g., AI/ML, blockchain, RPA and their potential applications is crucial for driving innovation.
• Skills in evaluating and managing technology vendors and partnerships are important for procuring and implementing investment technology solutions.
• Exceptional leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to influence and motivate teams without direct authority.
• Excellent time management and organizational skills, with the ability to prioritize multiple initiatives.

We are actively seeking candidates for a Client Service Representative position with a leading Investment Management firm based in Boston, MA . In this role, the Client Service Representative will leverage strong client relationship skills to handle a wide range of financial and non-financial transaction inquiries, both routine and complex.

The ideal candidate will possess outstanding communication and interpersonal abilities, a keen attention to detail, and excellent organizational skills.

This role is a 3-6+ month contract to hire opportunity, paying $21/hour.

• Respond to inbound calls from existing and prospective clients, delivering exceptional customer service
• Process a wide range of routine and complex financial and non-financial transactions with accuracy
• Address and resolve basic account inquiries; escalate more complex issues to the appropriate department for resolution
• Communicate with shareholders, participants, broker/dealers, and other stakeholders to verify information and clarify requests
• Provide clients with requested documentation and ensure timely follow-up
• Collaborate with internal departments to enhance and streamline client service processes
• Support special projects and other tasks as assigned

• Bachelors degree (preferred)
• Previous customer service experience (required)
• Strong written and verbal communication skills, with the ability to build rapport and trust
• Excellent attention to detail and strong organizational skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
• Ability to work effectively both independently and as part of a team

For immediate consideration, interested and qualified candidates should send their resumes to Lydia at

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Join to apply for the Investment Management Project Manager role at Mass Mutual Life Insurance Company

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation
  
  

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira
  
  

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills
  
  

• Regular meetings with the portfolio sponsor
• 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
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

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Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, execution, management, implementation, and reporting of projects while using defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk, and Investment Management, as well as defining and owning project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high-level Resource Plan, and high-level Milestone Plan to be reviewed for Discovery Funding.
• Develop and maintain required Detailed Planning artifacts and manage plan execution.
• Determine project scope and manage scope execution across multiple large projects or medium to large programs with high complexity, risk, resource requirements, and organizational change issues supporting enterprise or strategic goals.
• Develop financial forecasts, record cost variances, anticipate and address delivery challenges, and request budget changes following the Change Request Process.
• Develop high-level milestones during Discovery and detailed project schedules during Detailed Planning.
• Work with a high degree of autonomy to refine resource plans, develop a RACI Matrix, conduct Key-Person Risk Assessments, and Third-Party Support Needs Assessments.
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Logs and project Pre-Mortem activities.
• Drive continuous improvement and efficiencies beyond scope.
• Meet all business requirements from development through implementation.

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise.
• 8+ years of project management experience.
• 1+ years of experience with project management software including MS Project and Jira.

The Ideal Qualifications

• 10+ years of project management experience, with 5+ within a PMO.
• 8+ years of leading projects impacting core Investment Management and Capital Market systems and business processes.
• Proven success in delivering complex long-term projects on time, within budget, and scope.
• Project Management Professional (PMP) certification or equivalent.
• Strong understanding of project management methodologies such as Agile or Waterfall.
• Excellent communication (written and verbal) and interpersonal skills.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor.
• Focused one-on-one meetings with your manager.
• Networking opportunities including access to diverse Business Resource Groups.
• Access to learning content on Degreed and other platforms.
• A company valuing ethics and integrity, with industry-leading pay and benefits.

#LI-DM2

#CFPMO

Wolf and Company is seeking an experienced investment management industry focused Tax Manager to join our tax team. This principal-track position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess a deep knowledge of federal and state taxation.

Your role will include the following responsibilities which are focused around two core concepts: your technical expertise and your ability to deliver excellent quality client service.

• Manage and grow a portfolio of business clients, primarily S corporations and partnerships in the investment management industry working with hedge funds, private equity funds, venture capital funds, fund-of-funds, funds that invest in digital assets, registered investment advisors, and family offices.
• Familiarity with taxation of a variety of financial products including equity investments, debt instruments, derivatives, commodities, cryptocurrency, and digital assets.
• Plan, execute, and deliver innovative federal and state tax planning, consulting and compliance expertise to clients.
• Review foreign filings including, but not limited to, Forms 5471, 8621,8858, 8865 and 8938 as well as foreign withholding Forms 1042, 1042-S, 8804, and 8805.
• Analysis of securities transactions including wash sales, constructive sales, straddles, and qualified dividends
• Conduct tax research related to federal and multi-state income taxes, including non-resident withholding and composite tax matters
• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies
• Work closely with principals and staff on client management, professional development and business development activities
• Manage, develop, train and mentor staff including performance and engagement reviews

• CPA certification required with 6+ years tax experience
• Expertise in S corporations and partnerships, including partnership capital account maintenance and allocations
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
• Ability to attract and develop profitable, sustainable client relationships
• A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all.

The salary range for this position is $115,000 - $160,000.

Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.