10 Professional Services jobs in White Oak
Senior Project Manager - Professional Services
01805 Burlington, Kentucky
Broadcom
Posted 2 days ago
Job Viewed
Job Description
**Please Note:**
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**Job Description:**
**The Role**
VMware by Broadcom's Professional Services Organization (PSO) seeks an experienced Senior Project Manager to lead customer-facing projects in the Applications & Network Security Business Unit.
You will deliver solutions like vDefend Security and Avi Load Balancing, ensuring customer business needs are met with exceptional quality. As a Senior Project Manager, you will manage multiple engagements, controlling scope, timelines, budgets, risks, and resources to drive project success. Collaborating with Sales, Technical Delivery, Business Operations, and other stakeholders, you'll ensure projects align with contracts and promote customer adoption and satisfaction.
The ideal candidate is driven, holds a PMP certification, and has a proven track record in complex software delivery projects. Strong communication, leadership, and technical aptitude are essential, with prior security clearance highly desirable for U.S. government projects.
**Responsibilities**
+ Plan and execute projects to deliver high-quality results, managing scope, timelines, budgets, communications, and resources (internal or subcontracted).
+ Identify, assess, and mitigate project risks using structured processes.
+ Communicate effectively with stakeholders to align and drive project progress.
+ Lead multi-role, multi-location, and multi-cultural teams, resolving dependencies and issues.
+ Manage changes to seize sales opportunities and expand PSO's footprint.
+ Take ownership and accountability for project success.
+ Adhere to PMO standards, maintaining detailed documentation, including scope, reports, and timesheets.
+ Stay updated on VMW by BC products, business flows, and delivery processes.
+ Contribute thought leadership to enhance the Applications & Network Security PSO practice.
+ Stay within the contracted scope, demonstrating commercial awareness.
+ Thrive in a fast-paced environment as a self-starter and team player.
**Pre-Requisites**
+ Location: US East Coast or Central time zones
+ On-site at Office Location: near some of Broadcom's offices, required to work onsite during the whole work week.
+ English is required, and fluency in Spanish is desirable
+ Ability to travel up to 20% if required.
+ Legal authorization to work in the U.S. is required
+ Security Clearance for work with U.S. government entities is highly desirable.
+ Bachelor's and 12+ years of related experience in IT Project Mgmt with recent, real-world experience in large, complex design, deployment, and migration projects (Master's Degree preferred)
+ PMP (Project Management Professional by PMI) or equivalent certification is required
+ A strong technical background in networking, load balancing, and security is required, with technical certifications being desirable.
**Additional Job Description:**
**Compensation and Benefits**
The annual base salary range for this position is $106,900 - $171,000
This position is also eligible for a discretionary annual bonus in accordance with relevant plan documents, and equity in accordance with equity plan documents and equity award agreements.
Broadcom offers a competitive and comprehensive benefits package: Medical, dental and vision plans, 401(K) participation including company matching, Employee Stock Purchase Program (ESPP), Employee Assistance Program (EAP), company paid holidays, paid sick leave and vacation time. The company follows all applicable laws for Paid Family Leave and other leaves of absence.
**Broadcom is proud to be an equal opportunity employer. We will consider qualified applicants without regard to race, color, creed, religion, sex, sexual orientation, national origin, citizenship, disability status, medical condition, pregnancy, protected veteran status or any other characteristic protected by federal, state, or local law. We will also consider qualified applicants with arrest and conviction records consistent with local law.**
**If you are located outside USA, please be sure to fill out a home address as this will be used for future correspondence.**
Welcome! Thank you for your interest in Broadcom!
We are a global technology leader that designs, develops and supplies a broad range of semiconductor and infrastructure software solutions.
For more information please visit our video library ( and check out our Connected by Broadcom ( series.
Follow us on Linked In Broadcom Inc ( .
**1. If you are a first time user, please create your candidate login account before you apply for a job. (Click Sign In > Create Account)**
**2. If you already have a Candidate Account, please Sign-In before you apply.**
**Job Description:**
**The Role**
VMware by Broadcom's Professional Services Organization (PSO) seeks an experienced Senior Project Manager to lead customer-facing projects in the Applications & Network Security Business Unit.
You will deliver solutions like vDefend Security and Avi Load Balancing, ensuring customer business needs are met with exceptional quality. As a Senior Project Manager, you will manage multiple engagements, controlling scope, timelines, budgets, risks, and resources to drive project success. Collaborating with Sales, Technical Delivery, Business Operations, and other stakeholders, you'll ensure projects align with contracts and promote customer adoption and satisfaction.
The ideal candidate is driven, holds a PMP certification, and has a proven track record in complex software delivery projects. Strong communication, leadership, and technical aptitude are essential, with prior security clearance highly desirable for U.S. government projects.
**Responsibilities**
+ Plan and execute projects to deliver high-quality results, managing scope, timelines, budgets, communications, and resources (internal or subcontracted).
+ Identify, assess, and mitigate project risks using structured processes.
+ Communicate effectively with stakeholders to align and drive project progress.
+ Lead multi-role, multi-location, and multi-cultural teams, resolving dependencies and issues.
+ Manage changes to seize sales opportunities and expand PSO's footprint.
+ Take ownership and accountability for project success.
+ Adhere to PMO standards, maintaining detailed documentation, including scope, reports, and timesheets.
+ Stay updated on VMW by BC products, business flows, and delivery processes.
+ Contribute thought leadership to enhance the Applications & Network Security PSO practice.
+ Stay within the contracted scope, demonstrating commercial awareness.
+ Thrive in a fast-paced environment as a self-starter and team player.
**Pre-Requisites**
+ Location: US East Coast or Central time zones
+ On-site at Office Location: near some of Broadcom's offices, required to work onsite during the whole work week.
+ English is required, and fluency in Spanish is desirable
+ Ability to travel up to 20% if required.
+ Legal authorization to work in the U.S. is required
+ Security Clearance for work with U.S. government entities is highly desirable.
+ Bachelor's and 12+ years of related experience in IT Project Mgmt with recent, real-world experience in large, complex design, deployment, and migration projects (Master's Degree preferred)
+ PMP (Project Management Professional by PMI) or equivalent certification is required
+ A strong technical background in networking, load balancing, and security is required, with technical certifications being desirable.
**Additional Job Description:**
**Compensation and Benefits**
The annual base salary range for this position is $106,900 - $171,000
This position is also eligible for a discretionary annual bonus in accordance with relevant plan documents, and equity in accordance with equity plan documents and equity award agreements.
Broadcom offers a competitive and comprehensive benefits package: Medical, dental and vision plans, 401(K) participation including company matching, Employee Stock Purchase Program (ESPP), Employee Assistance Program (EAP), company paid holidays, paid sick leave and vacation time. The company follows all applicable laws for Paid Family Leave and other leaves of absence.
**Broadcom is proud to be an equal opportunity employer. We will consider qualified applicants without regard to race, color, creed, religion, sex, sexual orientation, national origin, citizenship, disability status, medical condition, pregnancy, protected veteran status or any other characteristic protected by federal, state, or local law. We will also consider qualified applicants with arrest and conviction records consistent with local law.**
**If you are located outside USA, please be sure to fill out a home address as this will be used for future correspondence.**
Welcome! Thank you for your interest in Broadcom!
We are a global technology leader that designs, develops and supplies a broad range of semiconductor and infrastructure software solutions.
For more information please visit our video library ( and check out our Connected by Broadcom ( series.
Follow us on Linked In Broadcom Inc ( .
View Now
0
Sr Category Management Manager, Professional Services
45201 Cincinnati, Ohio
Kroger
Posted today
Job Viewed
Job Description
Build strong relationships with internal business stakeholders to jointly develop category strategies, proactively identifying opportunities and projects to deliver best value to Kroger and achieve savings targets. Partner with director to set vision, performance metrics, and strategy of categories and communicate to all stakeholders while ensuring team achieves the savings targets. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety.From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names. As America's grocer, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit. With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all.
Here, people matter. That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life. We help feed your future by providing the value and care you need to grow. If you're caring, purpose-driven and hungry to learn, your potential is unlimited.
Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you. Apply today to become part of our Kroger family!
What you'll receive from us:
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive, with access to:
- A wide range of healthcare coverage, including affordable, comprehensive medical, dental, vision and prescription coverage, through company plans or collective bargaining agreement plans.
- Flexible scheduling in full- and part-time roles with paid time off, including holiday and sick pay based on eligibility and length of service.
- Emotional and financial support with free counseling through our Employee Assistance Program and free, confidential financial tools and coaching with Goldman Sachs Ayco.
- Valuable associate discounts on purchases, including food, travel, technology and so much more.
- Up to $21,000 in tuition reimbursement over your career, through our industry-leading Continuing Education program.
- Vast potential for growth, through an abundance of industry-leading training programs and diverse career pathways.
- Bachelor's degree in Business, Finance, Supply Chain, Manufacturing, Retail, CPG, or related disciplines
- 10 years' experience within the pertinent category
- Deep procurement experience with proven ability to establish category management strategies, sourcing capabilities including business processes improvement and use of e-sourcing tools
- Highly collaborative individual, who has proven ability to work cross functionally and build strategic/mutually beneficial relationships at all levels
- Ability to change the thinking of others in sensitive situations, without damage to the relationship, both internally and externally
- Advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook, Vizio)
Desired
- MBA or Master's degree
- 7 Years of leadership/management experience in Supply Chain or Procurement
- CPM/CPSM, CSCP or equivalent certification
- Category Management:
- Build strong business relationships allowing sourcing to increase its influence over total category spend
- Provide category and market expertise to create a strategic portfolio of initiatives to achieve savings targets
- Support definition of category strategies and manage different stakeholders through execution of project lifecycle to address obstacles
- Develop an effective framework to govern strategy, project pipeline and measure performance
- Strategic Sourcing:
- Drive continuous improvement to create efficiencies and enhance level of skills and capabilities of the team
- Provide guidance to introduce new procurement processes and technologies to become more effective and compliant to internal policies
- Contract Management:
- Provide expertise to support all activities related to contract lifecycle management (CLM)
- Support escalation process as needed to resolve any compliance issues
- Supplier Relationship Management:
- Manage supplier relationships at a national level and work with business to make sure all SRM activities are executed effectively
- Lead supplier finance and discounting programs with a focus on improving work capital, cash flow, interest payable, and gross margins
- Procurement Process:
- Maintain knowledge of other initiatives in the company that may affect category performance
- Champion compliance to all sourcing policies with internal business stakeholders and internal teams
- Talent Management:
- Supervise and coach direct reports in the performance of their duties: complete performance reviews and provide feedback to direct reports
- Collaborate with HR on the planning, attraction, selection, retention, and development of the team to ensure availability of the required talent
- Must be able to perform the essential functions of this position with or without reasonable accommodation
Apply Now
1
Provide Professional Services to Hospice Patients - Monroe area
45099 Monroe, Ohio
Ohio Living Hospice
Posted 2 days ago
Job Viewed
Job Description
Are you a licensed hair stylist, nail tech, or massage therapist? Are you willing to donate your time and services to hospice patients in need? Please come join our hospice volunteer program with Ohio Living Village Hospice!
Hospice provides special care, comfort, and support to those facing a life-limiting illness. Volunteers are a large part of hospice care and make an INCREDIBLE difference in the lives of others. You can help patients feel better by providing them with hair, nail, or massage services. Services may be provided at a scheduled frequency or upon request. Efforts will be made to match you with patients as close to your location as possible, but we appreciate if you're willing and able to travel to other counties.
Volunteers must provide proof of professional license and undergo an extensive onboarding process, including background check, fingerprinting, drug screen, 2-step TB test, in-person and online training.
View Now
2
Provide Professional Services to Hospice Patients - Fairfield area
45014 Fairfield, Ohio
Ohio Living Hospice
Posted 2 days ago
Job Viewed
Job Description
Are you a licensed hair stylist, nail tech, or massage therapist? Are you willing to donate your time and services to hospice patients in need? Please come join our hospice volunteer program with Ohio Living Village Hospice!
Hospice provides special care, comfort, and support to those facing a life-limiting illness. Volunteers are a large part of hospice care and make an INCREDIBLE difference in the lives of others. You can help patients feel better by providing them with hair, nail, or massage services. Services may be provided at a scheduled frequency or upon request. Efforts will be made to match you with patients as close to your location as possible, but we appreciate if you're willing and able to travel to other counties.
Volunteers must provide proof of professional license and undergo an extensive onboarding process, including background check, fingerprinting, drug screen, 2-step TB test, in-person and online training.
View Now
3
Marketing Account Management/ Client Success Lead
Cincinnati, Ohio
KillerSpots Agency
Posted today
Job Viewed
Job Description
Job Description
Job Description
Title: Account Manager / Client Success Lead – Full Time (Cincinnati, OH)
Location: On-Site Only – Cincinnati, OH
Job Type: Full Time
Department: Client Services
Experience Level: Mid-Senior
Salary: Based on experience (Competitive + Benefits)
About Killerspots Agency
Killerspots Agency is a full-service digital marketing and media powerhouse based in Cincinnati, Ohio. Since 1999, we’ve helped brands across the country create, execute, and scale campaigns that get noticed—and drive results. From TV and radio jingles to SEO, PPC, social media, and full-scale video production, we do it all. Our team is fast-moving, creative, and committed to delivering measurable impact.
About the Role
We’re hiring a full-time Account Manager / Client Success Lead to join our Cincinnati office. This is an on-site position for someone who thrives in a client-facing role, knows how to manage creative projects, and enjoys working across departments to bring campaigns to life.
You’ll be the primary point of contact for a roster of clients—responsible for communication, execution, and results. You’ll also play a critical role internally, helping align the creative, media, and web teams to ensure every project hits the mark.
This is not a sales role. It’s about building relationships, ensuring satisfaction, and managing success.
Responsibilities
Act as the main point of contact for assigned client accounts
Lead weekly check-ins and ongoing communication with clients
Translate client goals into actionable tasks for internal teams using Monday.com
Organize and lead internal project meetings to keep deliverables on track
Review and approve deliverables before they are sent to clients
Proactively identify potential issues and offer solutions
Assist with onboarding new clients and setting clear expectations
Track campaign performance and report back to clients
Build long-term relationships based on trust, transparency, and measurable results
Collaborate with the CEO and department heads to continuously improve processes
Requirements
3+ years of experience in account management, project management, or client success
Strong interpersonal and communication skills, both written and verbal
Ability to manage multiple projects and deadlines in a fast-paced environment
Detail-oriented with exceptional organization and follow-through
Experience working with project management tools like Monday.com
Familiarity with creative workflows (web, design, media, social, etc.)
Calm, strategic, and solution-oriented under pressure
Able to work full-time in our Cincinnati office
Preferred Qualifications
Background in a marketing agency or multi-client setting
Basic knowledge of SEO, Google Ads, or CRM platforms
Experience managing creative deliverables or digital campaigns
Comfortable with cross-functional collaboration and leadership
How to Apply
To be considered, you must submit:
Your resume
A cover letter explaining why you’re the right fit
(Optional) Examples of client accounts or projects you’ve successfully managed
Applications without a cover letter will not be reviewed. No phone calls, please.
Benefits
- Competitive salary based on experience
- Health, dental, and vision coverage
- Retirement plan with company match
- Work with national brands and creative campaigns
- Gym Membership option.
- Fast-paced, team-driven culture with room for advancement
If you're organized, client-focused, and thrive on making things happen—we want to meet you.
No phone calls, please.Powered by JazzHR
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4
J.P. Morgan Wealth Management - Private Client Advisor - New Albany, Johnstown - Ohio
43054 Fairfield, Ohio
JPMorgan Chase
Posted 16 days ago
Job Viewed
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP®) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
View Now
5
Senior Analyst, Managed Payroll Services - Business Process Solutions
45217 Cincinnati, Ohio
Deloitte
Posted 8 days ago
Job Viewed
Job Description
Join the world's leading professional services firm assisting employers in operating payrolls for their workforce. As a Senior Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering.
Recruiting for this role ends on May 31st, 2026
Work you will do
You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy:
Payroll Tax Configuration & System Maintenance
+ Configure payroll wage codes to accurately apply employer and employee taxes and social security contributions.
+ Ensure proper setup and ongoing maintenance of local withholding codes for employers and employees within the Deloitte payroll tax system.
+ Register employers for payroll taxes across relevant jurisdictions.
+ Apply for identification numbers (e.g., FEIN, SUI) when expanding into new states or regions.
+ Maintain good working knowledge of Tax State/SUI agency portals.
Compliance, Filings & Documentation
+ Prepare and file payroll tax returns in accordance with federal, state, and local requirements.
+ Prepare Forms W-2, Forms 1099, and state equivalents.
+ Coordinate year-end activities to ensure all annual tax filings, including W-2s, are accurate and timely.
+ Perform regular internal audits and compliance checks to identify and resolve issues, minimize filing delays, and monitor penalties or tax notices.
+ Perform quarterly reconciliation and data analysis, reconciling federal and state withholding and unemployment taxes at regular intervals (monthly, quarterly, annually).
+ Reconcile payroll taxes at the employee level to ensure precision.
+ Execute tax adjustments and amendments as needed.
Advisory & Partnership Responsibilities
+ Liaise with federal and state agencies regarding payroll tax matters.
+ Prepare Powers of Attorney to support client representation with tax authorities.
+ Communicate directly with internal and external clients regarding tax inquiries.
+ Research complex payroll tax issues and provide clear guidance.
+ Ensure that all tax-related system updates are reviewed, understood, and properly implemented.
+ Work in close partnership with clients to guarantee accurate and timely processing of payroll tax liabilities.
Process Improvement & Strategic Initiatives
+ Evaluate and enhance payroll tax processes for greater efficiency and accuracy.
+ Identify opportunities for automation and lead implementation efforts to streamline payroll tax operations.
+ Proactively identify and resolve issues, driving positive change and continuous improvement in payroll tax services.
+ Help establish and maintain required operating protocols for the payroll service offering.
The Team
The Deloitte Business Process Solutions (BPS) Tax team delivers comprehensive payroll tax administration and compliance services for clients, leveraging deep technical expertise, advanced technology, and a collaborative service approach. Our team serves organizations of all sizes, across diverse industries, providing end-to-end support - from tax registrations and wage code configuration to reporting, reconciliation, and process improvement. We solve critical challenges in compliance, data accuracy, and efficiency by combining best practices, automation, and experienced insight. BPS is committed to delivering timely, accurate, and scalable solutions while anticipating regulatory changes and client needs.
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
+ 3+ years of experience in payroll tax processing, preferably in a multi-state US environment
+ Bachelor's degree in economics, human resources, international business, finance, accounting, or other liberal arts majors
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Certified Payroll Professional (CPP)
+ Enrolled Agent
+ Juris Doctor (JD)
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred:
+ Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.
+ An aptitude for working as part of dynamic team with diverse members
+ Ability to prioritize tasks, work and manage multiple assignments in a team environment
+ Strong analytical, consultative, quantitative, and project management skills
+ Executive presence, and excellent communication (verbal & written) and presentation skills with an aptitude for working as part of a global team
+ Excellent analytical and problem-solving skills with high attention to detail
+ Ability to handle confidential information with discretion
+ Attention to detail, self-starter and deadline oriented
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 $69,930 - $159,120.
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.
All 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.
Recruiting for this role ends on May 31st, 2026
Work you will do
You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy:
Payroll Tax Configuration & System Maintenance
+ Configure payroll wage codes to accurately apply employer and employee taxes and social security contributions.
+ Ensure proper setup and ongoing maintenance of local withholding codes for employers and employees within the Deloitte payroll tax system.
+ Register employers for payroll taxes across relevant jurisdictions.
+ Apply for identification numbers (e.g., FEIN, SUI) when expanding into new states or regions.
+ Maintain good working knowledge of Tax State/SUI agency portals.
Compliance, Filings & Documentation
+ Prepare and file payroll tax returns in accordance with federal, state, and local requirements.
+ Prepare Forms W-2, Forms 1099, and state equivalents.
+ Coordinate year-end activities to ensure all annual tax filings, including W-2s, are accurate and timely.
+ Perform regular internal audits and compliance checks to identify and resolve issues, minimize filing delays, and monitor penalties or tax notices.
+ Perform quarterly reconciliation and data analysis, reconciling federal and state withholding and unemployment taxes at regular intervals (monthly, quarterly, annually).
+ Reconcile payroll taxes at the employee level to ensure precision.
+ Execute tax adjustments and amendments as needed.
Advisory & Partnership Responsibilities
+ Liaise with federal and state agencies regarding payroll tax matters.
+ Prepare Powers of Attorney to support client representation with tax authorities.
+ Communicate directly with internal and external clients regarding tax inquiries.
+ Research complex payroll tax issues and provide clear guidance.
+ Ensure that all tax-related system updates are reviewed, understood, and properly implemented.
+ Work in close partnership with clients to guarantee accurate and timely processing of payroll tax liabilities.
Process Improvement & Strategic Initiatives
+ Evaluate and enhance payroll tax processes for greater efficiency and accuracy.
+ Identify opportunities for automation and lead implementation efforts to streamline payroll tax operations.
+ Proactively identify and resolve issues, driving positive change and continuous improvement in payroll tax services.
+ Help establish and maintain required operating protocols for the payroll service offering.
The Team
The Deloitte Business Process Solutions (BPS) Tax team delivers comprehensive payroll tax administration and compliance services for clients, leveraging deep technical expertise, advanced technology, and a collaborative service approach. Our team serves organizations of all sizes, across diverse industries, providing end-to-end support - from tax registrations and wage code configuration to reporting, reconciliation, and process improvement. We solve critical challenges in compliance, data accuracy, and efficiency by combining best practices, automation, and experienced insight. BPS is committed to delivering timely, accurate, and scalable solutions while anticipating regulatory changes and client needs.
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
+ 3+ years of experience in payroll tax processing, preferably in a multi-state US environment
+ Bachelor's degree in economics, human resources, international business, finance, accounting, or other liberal arts majors
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Certified Payroll Professional (CPP)
+ Enrolled Agent
+ Juris Doctor (JD)
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred:
+ Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.
+ An aptitude for working as part of dynamic team with diverse members
+ Ability to prioritize tasks, work and manage multiple assignments in a team environment
+ Strong analytical, consultative, quantitative, and project management skills
+ Executive presence, and excellent communication (verbal & written) and presentation skills with an aptitude for working as part of a global team
+ Excellent analytical and problem-solving skills with high attention to detail
+ Ability to handle confidential information with discretion
+ Attention to detail, self-starter and deadline oriented
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 $69,930 - $159,120.
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.
All 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.
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6
Business Controls Analyst - Customer Solutions
45217 Cincinnati, Ohio
Fifth Third Bank, N.A.
Posted 14 days ago
Job Viewed
Job Description
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
As first line of defense, conducts analysis related to identifying, assessing, mitigating, and managing risks necessary to comply with new or changing laws, regulations, regulatory guidance, and best practices deemed necessary by key stakeholders (such as Legal, Compliance, Enterprise Risk and Audit partners). Supports Business Controls in advancing risk management, structure, processes, and tools in support of the organization's Enterprise Risk Management (ERM) framework. Transforms data into business intelligence by developing and presenting information and insights to stakeholders. Monitors and manages risks to ensure compliance and validation of program effectiveness with assigned line of business or functional area, and Bancorp initiatives.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's and LOB's risk appetites, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Assists Business Controls leadership with the implementation of controls, policies, and procedures to increase effectiveness and efficiency related to the respective business or functional area.
+ Provides relevant expertise and analysis to stakeholders related to the identification, assessment, control, monitoring, testing and reporting of risks.
+ Investigates and assists in root cause analysis in instances of actual or potential operational loss.
+ Gathers, analyzes, aggregates, and reports on risk data to develop solutions to analytical, implementation, and/or execution issues.
+ Prepares status reports and presentations to keep Business Controls leadership and internal partners abreast of key milestones, alternatives, and potential risks.
+ Develop knowledge of industry best practices and regulations to ensure compliance with all applicable laws, standards, and requirements, including, but not limited to, OCC Heightened Standards.
+ Supports the resolution of internal audit, compliance, or risk management related issues that could impact the classification, availability, or integrity of data or processes.
+ Highlights control breakdowns, inadequate processes, and unexpected events and implements corrective actions in partnership with Business Controls leadership to address process and control deficiencies.
+ Builds effective relationships with other internal business control groups and the second and third lines of defense (such as Legal, Compliance, Enterprise Risk, and Audit).
+ Collaborates with groups responsible for ensuring adequate information barriers are established, and the Bank's compliance with policies and processes are in place in order to control the flow of certain information.
+ Assists with execution of regulatory change management program to ensure applicable regulatory changes are identified, assessed against business processes, reported, and complied with.
+ Partners with business managers in implementing remediation actions per the Bancorp issues management framework and assists in the coordination of business ownership of processes, risks, controls, and tests.
+ May assist in the coordination for updates to archive systems (e.g., Open Pages, PPM, etc.).
+ May help to conduct RCSA facilitated sessions where risks and controls are rated.
+ May, if applicable, assist in the external change management for credit bureau working with centralized team and Business Controls leadership as build out testing.
+ Works with LOB to identify initial set of inherent risks and controls and identifies applicable governance processes.
+ May assist in the determination of identifying loss events with applicable RCSA risks/processes and coordinate root cause analysis and action plans evaluation with LOB.
+ Partner with support functions or risk experts to identify applicable Enterprise and risk appetite indicators.
+ Collaborate with LOB on threshold evaluation and proposed changes and enter proposed indicators and changes in the GRC tool.
+ Actively participates in issue remediation.
+ Executes on ERM Scenario Analysis risk management program.
+ Develop and manage product inventory and execute on ERM product risk review program.
+ May have additional responsibilities as assigned by LOB/Function leadership and Risk, including but not limited to:
+ Assistance with new government programs or special internal projects.
+ Assistance with new risk programs required by regulatory authorities or ERM.
+ Assistance with diligence, closing, and other matters relating to acquisitions and strategic investments.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ Bachelor's degree or equivalent experience required (related field preferred).
+ 1-2 years of financial services industry, risk, business controls or compliance experience preferred.
+ Professional verbal and written communication skills and the ability to communicate with discretion and understanding when confidentiality is needed.
+ Must be analytical and possess ability to interpret and apply policies and regulations across a complex business.
+ Must identify opportunities and take action to build trusting strategic internal and external relationships and networks.
+ Must be approachable and collaborative, thrive in a fast-paced dynamic environment, and be comfortable quickly shifting priorities on short notice.
+ Working knowledge of Microsoft Office products required.
+ Ability to work with minimal supervision.
+ FINRA Series 7 and 63/66 licenses preferred.
+ Knowledge of the Securities industry and SEC / FINRA regulations is preferred.
Business Controls Analyst - Customer Solutions
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
GENERAL FUNCTION:
As first line of defense, conducts analysis related to identifying, assessing, mitigating, and managing risks necessary to comply with new or changing laws, regulations, regulatory guidance, and best practices deemed necessary by key stakeholders (such as Legal, Compliance, Enterprise Risk and Audit partners). Supports Business Controls in advancing risk management, structure, processes, and tools in support of the organization's Enterprise Risk Management (ERM) framework. Transforms data into business intelligence by developing and presenting information and insights to stakeholders. Monitors and manages risks to ensure compliance and validation of program effectiveness with assigned line of business or functional area, and Bancorp initiatives.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's and LOB's risk appetites, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Assists Business Controls leadership with the implementation of controls, policies, and procedures to increase effectiveness and efficiency related to the respective business or functional area.
+ Provides relevant expertise and analysis to stakeholders related to the identification, assessment, control, monitoring, testing and reporting of risks.
+ Investigates and assists in root cause analysis in instances of actual or potential operational loss.
+ Gathers, analyzes, aggregates, and reports on risk data to develop solutions to analytical, implementation, and/or execution issues.
+ Prepares status reports and presentations to keep Business Controls leadership and internal partners abreast of key milestones, alternatives, and potential risks.
+ Develop knowledge of industry best practices and regulations to ensure compliance with all applicable laws, standards, and requirements, including, but not limited to, OCC Heightened Standards.
+ Supports the resolution of internal audit, compliance, or risk management related issues that could impact the classification, availability, or integrity of data or processes.
+ Highlights control breakdowns, inadequate processes, and unexpected events and implements corrective actions in partnership with Business Controls leadership to address process and control deficiencies.
+ Builds effective relationships with other internal business control groups and the second and third lines of defense (such as Legal, Compliance, Enterprise Risk, and Audit).
+ Collaborates with groups responsible for ensuring adequate information barriers are established, and the Bank's compliance with policies and processes are in place in order to control the flow of certain information.
+ Assists with execution of regulatory change management program to ensure applicable regulatory changes are identified, assessed against business processes, reported, and complied with.
+ Partners with business managers in implementing remediation actions per the Bancorp issues management framework and assists in the coordination of business ownership of processes, risks, controls, and tests.
+ May assist in the coordination for updates to archive systems (e.g., Open Pages, PPM, etc.).
+ May help to conduct RCSA facilitated sessions where risks and controls are rated.
+ May, if applicable, assist in the external change management for credit bureau working with centralized team and Business Controls leadership as build out testing.
+ Works with LOB to identify initial set of inherent risks and controls and identifies applicable governance processes.
+ May assist in the determination of identifying loss events with applicable RCSA risks/processes and coordinate root cause analysis and action plans evaluation with LOB.
+ Partner with support functions or risk experts to identify applicable Enterprise and risk appetite indicators.
+ Collaborate with LOB on threshold evaluation and proposed changes and enter proposed indicators and changes in the GRC tool.
+ Actively participates in issue remediation.
+ Executes on ERM Scenario Analysis risk management program.
+ Develop and manage product inventory and execute on ERM product risk review program.
+ May have additional responsibilities as assigned by LOB/Function leadership and Risk, including but not limited to:
+ Assistance with new government programs or special internal projects.
+ Assistance with new risk programs required by regulatory authorities or ERM.
+ Assistance with diligence, closing, and other matters relating to acquisitions and strategic investments.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
+ Bachelor's degree or equivalent experience required (related field preferred).
+ 1-2 years of financial services industry, risk, business controls or compliance experience preferred.
+ Professional verbal and written communication skills and the ability to communicate with discretion and understanding when confidentiality is needed.
+ Must be analytical and possess ability to interpret and apply policies and regulations across a complex business.
+ Must identify opportunities and take action to build trusting strategic internal and external relationships and networks.
+ Must be approachable and collaborative, thrive in a fast-paced dynamic environment, and be comfortable quickly shifting priorities on short notice.
+ Working knowledge of Microsoft Office products required.
+ Ability to work with minimal supervision.
+ FINRA Series 7 and 63/66 licenses preferred.
+ Knowledge of the Securities industry and SEC / FINRA regulations is preferred.
Business Controls Analyst - Customer Solutions
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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7
Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned
45217 Cincinnati, Ohio
EY
Posted 16 days ago
Job Viewed
Job Description
Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
**Skills and attributes for success**
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $89,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 124,200 to 215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
**Skills and attributes for success**
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $89,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 124,200 to 215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
View Now
8
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
45217 Cincinnati, Ohio
EY
Posted 16 days ago
Job Viewed
Job Description
Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Support new and existing client relationships
+ Provide compliance and consulting delivery services to meet deadlines for client deliverables
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide professional direction and day-to-day supervision to staff members
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to staff
**Skills and attributes for success**
+ Experience identifying tax related issues and developing recommended solutions via research and/or position development
+ Experience interacting with clients on a regular basis in the delivery of services
+ Experience managing team members delivering tax consulting and compliance projects for clients
+ Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
+ Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments and deadlines simultaneously
+ Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
**Ideally, you'll also have**
+ Familiarity with the financial services industry
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $25,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 91,100 to 142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The opportunity**
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Support new and existing client relationships
+ Provide compliance and consulting delivery services to meet deadlines for client deliverables
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide professional direction and day-to-day supervision to staff members
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to staff
**Skills and attributes for success**
+ Experience identifying tax related issues and developing recommended solutions via research and/or position development
+ Experience interacting with clients on a regular basis in the delivery of services
+ Experience managing team members delivering tax consulting and compliance projects for clients
+ Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
+ Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments and deadlines simultaneously
+ Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
**Ideally, you'll also have**
+ Familiarity with the financial services industry
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $25,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 91,100 to 142,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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