9 Financial Institutions jobs in Puerto Rico

Job Description

Job Description

Salary:

Job Summary:

We are seeking a Compliance Integration Specialist based in Puerto Rico to support the onboarding and integration of new financial institution (FI) partners. This role bridges regulatory compliance and technical implementation, ensuring that new partners meet all API integration requirements and that onboarding is completed in alignment with our compliance framework.

The ideal candidate has a strong understanding of AML/KYC obligations, familiarity with banking or fintech APIs, and the ability to communicate effectively with both technical teams and compliance stakeholders.

Key Responsibilities:

• Guide new financial institution partners through the end-to-end onboarding and integration process
• Ensure compliance requirements are met throughout technical implementation, including API integration for KYC, transaction monitoring, and payment systems
• Serve as the primary compliance point of contact during integration, coordinating between internal teams (Compliance, Tech, Product, Risk) and the partner
• Interpret technical API documentation and troubleshoot integration issues with engineering teams
• Validate that all required API endpoints are implemented properly to support regulatory and operational workflows
• Maintain detailed onboarding records and integration checklists to support internal audits and regulatory reviews
• Assist in refining and improving onboarding processes and technical documentation based on feedback and implementation experience
• Monitor post-integration activity for adherence to compliance standards and operational readiness

Qualifications:

• Bachelors degree in Compliance, Computer Science, Information Systems, Business, or a related field
• 3+ years of experience in fintech, banking, or regulatory compliance roles, preferably involving client onboarding or system integration
• Working knowledge of financial services regulations including BSA/AML, KYC, OFAC, and related risk controls
• Familiarity with RESTful APIs, JSON, webhooks, and technical integration workflows
• Strong analytical, problem-solving, and project management skills
• Excellent verbal and written communication skills, with the ability to explain complex compliance topics to technical teams and vice versa
• Detail-oriented with a proactive and collaborative approach

Preferred Qualifications:

• Experience with onboarding financial institutions or high-risk fintech clients
• Exposure to tools such as Postman, Swagger, or API documentation platforms
• Understanding of transaction monitoring systems, virtual account structures, and payment networks (ACH, SWIFT, Fedwire)

Job Description

Job Description

Salary:

Job Summary:

We are seeking a Compliance Integration Specialist based in Puerto Rico to support the onboarding and integration of new financial institution (FI) partners. This role bridges regulatory compliance and technical implementation, ensuring that new partners meet all API integration requirements and that onboarding is completed in alignment with our compliance framework.

The ideal candidate has a strong understanding of AML/KYC obligations, familiarity with banking or fintech APIs, and the ability to communicate effectively with both technical teams and compliance stakeholders.

Key Responsibilities:

• Guide new financial institution partners through the end-to-end onboarding and integration process
• Ensure compliance requirements are met throughout technical implementation, including API integration for KYC, transaction monitoring, and payment systems
• Serve as the primary compliance point of contact during integration, coordinating between internal teams (Compliance, Tech, Product, Risk) and the partner
• Interpret technical API documentation and troubleshoot integration issues with engineering teams
• Validate that all required API endpoints are implemented properly to support regulatory and operational workflows
• Maintain detailed onboarding records and integration checklists to support internal audits and regulatory reviews
• Assist in refining and improving onboarding processes and technical documentation based on feedback and implementation experience
• Monitor post-integration activity for adherence to compliance standards and operational readiness

Qualifications:

• Bachelors degree in Compliance, Computer Science, Information Systems, Business, or a related field
• 3+ years of experience in fintech, banking, or regulatory compliance roles, preferably involving client onboarding or system integration
• Working knowledge of financial services regulations including BSA/AML, KYC, OFAC, and related risk controls
• Familiarity with RESTful APIs, JSON, webhooks, and technical integration workflows
• Strong analytical, problem-solving, and project management skills
• Excellent verbal and written communication skills, with the ability to explain complex compliance topics to technical teams and vice versa
• Detail-oriented with a proactive and collaborative approach

Preferred Qualifications:

• Experience with onboarding financial institutions or high-risk fintech clients
• Exposure to tools such as Postman, Swagger, or API documentation platforms
• Understanding of transaction monitoring systems, virtual account structures, and payment networks (ACH, SWIFT, Fedwire)

Job Description

Job Description

Salary:

Job Summary:

We are seeking a Compliance Integration Specialist based in Puerto Rico to support the onboarding and integration of new financial institution (FI) partners. This role bridges regulatory compliance and technical implementation, ensuring that new partners meet all API integration requirements and that onboarding is completed in alignment with our compliance framework.

The ideal candidate has a strong understanding of AML/KYC obligations, familiarity with banking or fintech APIs, and the ability to communicate effectively with both technical teams and compliance stakeholders.

Key Responsibilities:

• Guide new financial institution partners through the end-to-end onboarding and integration process
• Ensure compliance requirements are met throughout technical implementation, including API integration for KYC, transaction monitoring, and payment systems
• Serve as the primary compliance point of contact during integration, coordinating between internal teams (Compliance, Tech, Product, Risk) and the partner
• Interpret technical API documentation and troubleshoot integration issues with engineering teams
• Validate that all required API endpoints are implemented properly to support regulatory and operational workflows
• Maintain detailed onboarding records and integration checklists to support internal audits and regulatory reviews
• Assist in refining and improving onboarding processes and technical documentation based on feedback and implementation experience
• Monitor post-integration activity for adherence to compliance standards and operational readiness

Qualifications:

• Bachelors degree in Compliance, Computer Science, Information Systems, Business, or a related field
• 3+ years of experience in fintech, banking, or regulatory compliance roles, preferably involving client onboarding or system integration
• Working knowledge of financial services regulations including BSA/AML, KYC, OFAC, and related risk controls
• Familiarity with RESTful APIs, JSON, webhooks, and technical integration workflows
• Strong analytical, problem-solving, and project management skills
• Excellent verbal and written communication skills, with the ability to explain complex compliance topics to technical teams and vice versa
• Detail-oriented with a proactive and collaborative approach

Preferred Qualifications:

• Experience with onboarding financial institutions or high-risk fintech clients
• Exposure to tools such as Postman, Swagger, or API documentation platforms
• Understanding of transaction monitoring systems, virtual account structures, and payment networks (ACH, SWIFT, Fedwire)

**Job Description**
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 5+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
Career Level - IC2
LI-AR1
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $66,700 to $117,000 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC2
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

**Job Description**
We are looking for an experienced Consulting Sales Representative for Oracle's marketing leading Oracle Financial Services Analytical Applications(OFSAA). Oracle Financial Services Analytical Applications delivers a comprehensive, integrated suite of financial services analytical applications for both banking and insurance domains.
This role is responsible for selling Oracle's Consulting Services in the East Coast to Banks and Financial Services Industry in the Risk, Compliance and Performance Analytics space. These services will be based around Oracle product suite OFSAA.
Responsibilities Include:
+ Leading sales efforts for Oracle consulting services into named accounts within the Financial Services Industry.
+ Identifying & developing new accounts and/or expanding existing accounts within East Coast with named accounts
+ Create Sales strategies and sales plans for the assigned region
+ Present the service offerings to C level executives by understanding their needs, budget and decision making process
+ Building pipeline for achieving the quota
+ Working closely with software license reps to build joint strategies and be the partner of choice for implementations
+ Building relationships within the larger Oracle eco system to provide a comprehensive Consulting solution to clients to foster long term business.
+ Enabling existing relationships with clients to cross sell and upsell OFSAA software
+ Working with partners for joint implementations
+ Negotiate complex contracts and navigate long sales cycles
+ Create compelling sales proposals
The ideal candidate will have experience in the following:
+ 10+ years of sales experience within the financial services industry
+ Established sales relationships with East Coast financial/banking firms
+ Successful track record of achieving/exceeding sales quotas
+ Should be self-driven and motivated
+ Ability to navigate through complex deals and negotiate large size deals
+ Excellent communication skills
**Responsibilities**
+ Leading sales efforts for Oracle consulting services into named accounts within the Financial Services Industry.
+ Identifying & developing new accounts and/or expanding existing accounts within East Coast with named accounts
+ Create Sales strategies and sales plans for the assigned region
+ Present the service offerings to C level executives by understanding their needs, budget and decision making process
+ Building pipeline for achieving the quota
+ Working closely with software license reps to build joint strategies and be the partner of choice for implementations
+ Building relationships within the larger Oracle eco system to provide a comprehensive Consulting solution to clients to foster long term business.
+ Enabling existing relationships with clients to cross sell and upsell OFSAA software
+ Working with partners for joint implementations
+ Negotiate complex contracts and navigate long sales cycles
+ Create compelling sales proposals
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $126,600 to $207,300 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50 - 60/40.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC5
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

**Job Description**
**About the job**
Financial Consulting Services - Consulting Sales - Americas
**Short Description**
Looking for dynamic sales person who would be responsible for the sales of Oracle Financial Consulting Services in Americas region. Responsible for selling the Oracle consulting services offerings. Develops new accounts and/or expands existing accounts within an established geographic territory, Financial Industry and Consulting services segment/offerings. 7-10+ years of relevant field sales experience. Able to develop strong internal relationships. Able to network and develop strong business relationships with customers such that they turn to Oracle for their consulting services needs. Able to generate leads and submit proposals to the client applying a broad knowledge of Oracle Financial Consulting Service Offerings. Able to generate consulting services and further and close the transaction. Leading contributor individually and as a team member. Ability to collaborate well with internal and external teams. Has good executive presence and ability to have C'Level conversations.
**What You Will Do**
**Annual Revenue - Achieve / exceed sales targets.**
- Sales strategies - Develops effective and specific account plans for accounts to ensure Sales quota/Revenue target delivery and balanced growth. Develop relationships in new and existing customers and leverage to drive strategy through organization.
- Trusted consultant - Establishes positive relationships based on knowledge of customer requirements and dedication to value (value of counsel and expertise, value of solutions, value of implementation expertise). Builds a strong network and foundation so as to harvest future business opportunities.
- Customer Insights - Actively understand each customer's technology footprint, strategic growth plans, technology strategy landscape. Review public information (e.g. new executive appointments, earnings statements, press releases) for the company and its competitors to remain updated on key industry trends and issues impacting the prospect.
- Territory and Account - Lead designated territory, including accounts, account relationships, prospect profiling, and sales cycles. Encourage all accounts to become references for the LOB/Organization.
- Business Planning - Develop and deliver comprehensive business plan to address customer and prospects priorities. Understands and manages Services Offering mix to suit the organizations long term view.
- Be responsible for the entire sales process to ensure delivery against key performance metrics, with a strong emphasis on new business sales, while growing existing accounts.
- Work closely with the Operations/delivery team and ensure delivery of the programs on time and optimally
**Demand Generation, Pipeline and Opportunity Management**
- Pipeline planning - Follow a principled approach to maintaining a rolling pipeline. Keep pipeline current and moving up the pipeline curve.
- Pipeline partnerships - Leverage surround organizations including other LOBs, Partners to funnel pipeline into the assigned territory.
- Leverage Services Offerings - Be proficient in and bring all services offerings by the LOB on offer to bear on sales pursuits
- Advance and close sales opportunities - through the successful execution of the sales strategy and roadmap.
- Campaigns and Go To Market Initiatives - Drive all campaigns, GTM initiatives and events in the territory
**Sales Excellence**
- Maintain White Space analysis and execution of initiatives (up sell and cross sell) on customer base.
- Orchestrate resources: deploy appropriate teams/resources to complete winning sales. Leverage One Oracle experience.
- Apply standard methodology models available in Oracle.
- Understand Oracle Financial Consulting services' competition and optimally position solutions against them.
- Responsible for accurate booking forecasting.
- Maintain CRM system with accurate customer and pipeline information.
**What You Will Bring**
Exposure to business in Americas region.
5+ years of experience in sales of sophisticated enterprise solutions, consulting services, with specific experience selling IT Consulting Services in Financial Services Industry.
Proven success with large accounts & transactions and lengthy sales cycles in a fast-paced, consultative and competitive market.
Ability to build reciprocal relationships with different parts of the business, partners and customers and identifies alignments across LOBs and acts on opportunities to integrate business, with credibility at all levels, including Lines of Business and CxOs.
Be creative with strong problem-solving skills and the ability to adapt and succeed in a fast paced and ambiguous environment.
Confirmed ability to work well as part of an extended sales team.
Business level English: Proficient in regional language business Level proficiency.
**Target Customer Segment**
**Industry Vertical**
You will be targeting customers in the Financial Services segment to sell Oracle Consulting Services Offerings.
**Territory**
Americas Region
**Why Oracle?**
At Oracle, we believe that innovation starts with diversity and inclusion and to build the future we need talent from various backgrounds, perspectives, and abilities. We're committed to creating a workforce where all individuals can do their best work. It's when everyone's voice is heard and valued that we're encouraged to go beyond what's been done before.
Career Level - IC3
**Responsibilities**
Responsible for selling the Oracle consulting services. Develops new accounts and/or expands existing accounts within an established geographic territory, industry, product segment, or channel.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $90,100 to $147,600 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50 - 60/40.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC3
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.

**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
**The Opportunity**
As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.
**Responsibilities**
- Supervise and develop team members to achieve exceptional deliverables
- Manage client service accounts and engagement workstreams
- Independently solve and analyze complex problems
- Utilize PwC's technical knowledge and industry insights to address client needs
- Drive digitization, automation, and efficiency improvements
- Coach teams to enhance their skills and performance
- Oversee successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
**What You Must Have**
- Bachelor's Degree in Accounting
- 4 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**What Sets You Apart**
- Thorough knowledge of tax compliance for Real Estate Trusts
- Knowledge of partnership structures and real estate transactions
- In-depth technical skills in real estate tax services
- Experience identifying and addressing client needs
- Building, maintaining, and utilizing networks of client relationships
- Success as tax technical business advisor
- Familiarity with CRM systems
- Knowledge of automation and digitization in professional services
- Experience with alternative fee arrangements and pricing strategies
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

**Specialty/Competency:** Industry Tax Practice
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.
Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
+ Deal effectively with ambiguous and unstructured problems and situations.
+ Initiate open and candid coaching conversations at all levels.
+ Move easily between big picture thinking and managing relevant detail.
+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
+ Contribute technical knowledge in area of specialism.
+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
+ Navigate the complexities of cross-border and/or diverse teams and engagements.
+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.
+ Uphold the firm's code of ethics and business conduct.
**The Opportunity**
As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.
**Responsibilities**
- Lead and manage large-scale projects to achieve successful outcomes
- Innovate and streamline processes to enhance efficiency and effectiveness
- Maintain exceptional standards of operational excellence in every activity
- Interact with clients at a senior level to drive project success
- Build trust with multi-level teams and stakeholders through open communication
- Motivate and coach teams to solve complex problems
- Serve as a strategic advisor, leveraging specialized knowledge and industry trends
- Provide strategic input into the firm's business strategies
**What You Must Have**
- Bachelor's Degree in Accounting
- 5 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**What Sets You Apart**
- In-depth knowledge of tax compliance for REITs
- Knowledge of partnership structures and tax liabilities
- Technical skills in real estate tax services
- Building and utilizing networks of client relationships
- Managing resource requirements and project workflow
- Creating an atmosphere of trust in teams
- Developing new relationships and selling new services
- Innovating through new and existing technologies
- Utilizing digitization tools to enhance engagements
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: