74 Investment Banking jobs in New York
Sr. Project Manager (Investment Banking)
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Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world's leading organizations in a broad range of industries. In this quickly changing economic landscape, virtual recruiting and remote work are critical for the future of work. To support the active project demands and skills gaps, our staffing experts can help you find the best job for you.
Role: Sr. Project Manager (Investment Banking)
Location: Jersey City, NJ
Duration: 6+ Months
Required Skills: Projement Management, Investment Banking
Job Description:
To manage and ensure that the project schedules are adhered to as per the client specifications and deliveries are as per the time and quality standards for complex/large scale projects.
Key Responsibilities
1. To oversee quality assurance processes, ensuring adherence to coding standards , implementation of best practices and perform Value creation and KM activities.
2. To ensure process improvement and compliance| and participate in technical design discussion and to review technical documents.
3. Responsible for shaping the overall project strategy working closely with stakeholders to define project scope, objectives, deliverables and keeping track of schedule to ensure on time delivery as per the defined quality standards.
4. To work closely with the development team, On-site Engineers to understand technical requirements and work with them to address and resolve technical issues.
5. Identify & flag potential risks and issues that may impact project timelines or quality, develop mitigation strategies / contingency plans to address risks and provide regular project updates to key stakeholders.
For more information and other jobs available please contact our recruitment team at To view all the jobs available in the USA and Asia please visit our website at
Associate, Counterparty Credit Risk - Corporate and Investment Banking
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Associate, Counterparty Credit Risk - Corporate and Investment Banking Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! USA Job Function Description: Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. Essential Functions/Responsibility Statements: Runs CCR models (stress testing, back testing, and settlement risk) that meet internal and external requirements. Assist in maintaining, testing, and improving CCR models; handles calibration, simulation, and pricing across all major asset classes. Formalizes testing protocols and processes to ensure that risk analytics deliverables that require system implementation are thoroughly tested, documented, and signed off ahead of production release. Assist in setting and monitoring CCR limits. Ensures key risks and issues are identified, documented, mitigated, and communicated to the appropriate stakeholders in a timely manner. Develops robust reporting to facilitate effective executive management requirements. Performs statistical analysis of large volume of financial data, such as historical data analysis. Works with IT on systems implementation. Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. Manages risk analytics regulatory and BAU projects to ensure fulfillment of requirements and a timely delivery. Creates and maintains project plans and status reports. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 3-to-5-year experience within the financial industry. Bachelor's Degree in Statistics, Math, Finance, Accounting, Economics, or equivalent field. Knowledge of derivatives and lending products, stochastic calculus and linear algebra. Ability to analyze risk and design efficient control practices to manage risk. Ability to interact with all levels of management, work independently and in a team environment. Ability to multi-task, prioritize activities, manage conflicts of interest and meet deadlines. Demonstrated knowledge of credit policies, procedures, regulations and applicable law (SA-CCR and Basel III). Excellent written and verbal communication skills. Solid project management skills. Knowledge of SQL, Python, Microsoft Excel and PowerPoint. Proactive approach, initiative and resourcefulness Entrepreneurial spirit and attention to detail Team player EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $76,875.00 USD Maximum: $130,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.
Audit Manager, Vice president- Commercial & Investment Banking Markets Technology
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As a Technology Audit Manager within Commercial and Investment Banking, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. this will support the Payments Technology and Chief Data and Analytics Audit team within Commercial and Investment Banking.
**Job responsibilities**
+ Participate in audit engagements from planning to reporting
+ Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls
+ Communicate audit findings to management and identify opportunities for improvement
+ Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
+ Contribute to a collaborative working environment with team members and peers, supporting a culture that encourages integrity, respect, excellence and innovation
+ Stay up to date with evolving industry and regulatory developments
+ Find ways to drive efficiencies in audit process through automation
**Required qualifications, skills and capabilities**
+ 7+ years of internal or external auditing experience, or relevant business experience
+ Bachelor's degree (or related financial experience) in Technology, Accounting, Finance, or related discipline
+ Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness in an integrated manner
+ Ability to effectively and efficiently execute audit testing and complete audit work paper documentation
+ Adaptable to changing business priorities and ability to multitask in a constantly changing environment
+ Excellent verbal and written communications skills
+ Great interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
**Preferred qualifications, skills and capabilities**
+ Related professional certification such as CISA, CISSP, or CIA
+ Business knowledge of payments products.
+ Knowledge of application controls, code reviews, data analytics, cyber security controls, mainframe controls, cloud design and controls, and/or distributed technologies
+ Enthusiastic, self-motivated, interest in learning, effective under pressure and willing to take personal responsibility/accountability
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Jersey City,NJ $137,750.00 - $200,000.00 / year
Audit Manager, Vice president- Commercial & Investment Banking Markets Technology
Posted 22 days ago
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Job Description
As a Technology Audit Manager within Commercial and Investment Banking, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. this will support the Payments Technology and Chief Data and Analytics Audit team within Commercial and Investment Banking.
Job responsibilities
- Participate in audit engagements from planning to reporting
- Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls
- Communicate audit findings to management and identify opportunities for improvement
- Create and maintain collaborative working relationships with stakeholders, while providing independent challenge
- Contribute to a collaborative working environment with team members and peers, supporting a culture that encourages integrity, respect, excellence and innovation
- Stay up to date with evolving industry and regulatory developments
- Find ways to drive efficiencies in audit process through automation
Required qualifications, skills and capabilities
- 7+ years of internal or external auditing experience, or relevant business experience
- Bachelor's degree (or related financial experience) in Technology, Accounting, Finance, or related discipline
- Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness in an integrated manner
- Ability to effectively and efficiently execute audit testing and complete audit work paper documentation
- Adaptable to changing business priorities and ability to multitask in a constantly changing environment
- Excellent verbal and written communications skills
- Great interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
Preferred qualifications, skills and capabilities
- Related professional certification such as CISA, CISSP, or CIA
- Business knowledge of payments products.
- Knowledge of application controls, code reviews, data analytics, cyber security controls, mainframe controls, cloud design and controls, and/or distributed technologies
- Enthusiastic, self-motivated, interest in learning, effective under pressure and willing to take personal responsibility/accountability
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Jersey City,NJ $137,750.00 - $200,000.00 / year
Capital Markets C# Developer
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Capital Markets C# Developer
Contract: Jersey City, New Jersey, US
Salary Range: 76.00 - 78.00 | Per Hour
Job Code:
End Date:
Days Left: 25 days, 3 hours left
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Position: Capital Markets C# DeveloperIndustry: BankingType: HybridDuration: 12-months contractLocation: New York City, NY / Jersey City, NJ
Must haves :
- Strong experience in software development with a focus on .NET and C# technologies.
- Extensive experience and deep understanding of fixed income markets, including bonds, mortgage domain, and other related products.
- Proven experience in capital markets, with a strong grasp of trading systems, risk management, and financial instruments.
- Solid understanding of object-oriented programming, design patterns, and software development best practices.
- Experience with SQL databases and data modeling.
The hourly rate for this position is between $76 - $78 per hour. Factors which may affect pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.
Benefits:
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable).
Job Requirement
- C#
- .NET
- Capital Markets
- Fixed Income
- Recruiter
- Phone
- Srujan Sahu
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Senior Domain Consultant - Capital Markets
Posted 7 days ago
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Job Description
We are seeking a highly experienced Senior Domain Consultant with expertise in Capital Markets and strong knowledge of Collateral management for Derivatives product lines. The ideal candidate will have hands-on experience with the implementation of Calypso v16/v17, preferably in on-prem or Cloud environments. The successful candidate will be responsible for product configuration, analysis, and delivery of sophisticated technology projects within the Capital Markets domain.
Responsibilities
- Implement Calypso v16/v17 in on-prem or Cloud environments.
- Configure Collaterals management for Derivatives product lines, including OTC and Futures.
- Utilize knowledge of CATT tool to support implementation and configuration requirements.
- Collaborate with cross-functional teams to analyze and deliver complex technology projects.
- Establish and maintain positive relationships with business partners and technology stakeholders.
- Provide expertise in Capital markets, Asset management, Middle office, Derivative, and Collateral management.
- Bachelor's degree or above in Computer Science, Management Information Systems, Business Information Systems, Mathematics, or Finance related field.
- Minimum of 9 years of experience in Capital markets, Asset management, Middle office, Derivative, and Collateral management.
- Proven experience in implementing Calypso v16/v17 in on-prem or Cloud environments.
- Strong product configuration knowledge for Collaterals management in Derivatives product lines (OTC, Futures, etc.).
- Familiarity with CATT tool is essential.
- Good working experience with JIRA, Postman, Excel, SQL, and Microservices based applications is a plus.
- Strong analysis skills with a track record of successfully delivering sophisticated technology projects.
- Excellent interpersonal and relationship management skills.
- Ability to communicate effectively with both technical and non-technical stakeholders.
Banking & Capital Markets Tax Manager
Posted today
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**Industry/Sector:** Banking and Capital Markets
**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.
**Additional Responsibilities** :
We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
**Custom Orgs** :
**Global LoS** :
Tax
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
4 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance.
Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.
Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to:
+ Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
+ Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs:
+ Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
+ Working with large, complex data sets to build models and leverage data visualization tools.
+ Participating in client discussions and meetings actively;
+ Communicating a broad range of Firm services; and,
+ Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in:
+ Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
+ Working with large, complex data sets to build models and leverage data visualization tools.
+ Participating in client discussions and meetings actively;
+ Communicating a broad range of Firm services; and,
+ Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
+ Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques;
+ Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and,
+ Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader:
+ Innovating through new and existing technologies, along with experimenting with digitization solutions; and,
+ Working with large, complex data sets to build models and leverage data visualization tools.
+ Participating in client discussions and meetings actively;
+ Communicating a broad range of Firm services; and,
+ Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues.
+ Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques;
+ Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and,
+ Using research methods including but not limited to Westlaw, RIA and CCH.
+ Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and,
+ Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.
PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
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.
The 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:
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Tax Senior - Banking & Capital Markets
Posted today
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What You'll Do
As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and compliance services to clients in the banking and financial services industries. You will work directly with the client and tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
+ Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements.
+ Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
The Team
At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services .
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ Bachelor's degree in accounting, finance, or related field.
+ 3+ years' experience in federal taxation
+ Preparation and review experience of federal tax returns
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in the state of practice/primary office if eligible to sit for the CPA exam
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Certified Financial Accountant (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Experience with accounting for income taxes in accordance to ASC740
+ Previous Big 4 or large CPA firm experience
+ Experience in banking, securities and/or capital market industries
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $144,300
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Tax Manager - Banking & Capital Markets
Posted today
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Job Description
What You'll Do
As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and compliance services to a clients in the banking and financial services industries. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
+ Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements.
+ Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
The Team
At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services .
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
+ 5+ years total corporate tax experience
+ A bachelor's degree in accounting, finance or related field
+ Strong managerial experience with budgets, people and projects
+ Demonstrated effective verbal and written communication skills
+ Self-starter and demonstrated ability to effectively handle multiple, competing priorities
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Previous Big 4 or large CPA firm experience
+ Banking, securities and/or capital markets experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Banking & Capital Markets Tax Senior Manager
Posted today
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Job Description
**Industry/Sector:** Banking and Capital Markets
**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.
We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Intimate knowledge of the tax issues affecting either the domestic and/or international banking industries. Intimate knowledge of public accounting practices, internal domestic banking tax departments or internal foreign banking departments.
Comprehensive technical skills in FAS 109, FIN 48, tax provision preparation audit and review, and corporate and partnership tax compliance. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials. Considerable experience as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Preferred familiarity with a CRM system.
Lead as a business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.
We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax
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: