2,554 Tax Reporting jobs in the United States
Manager, Tax Reporting
75036 Frisco, Texas
Keurig Dr Pepper
Posted 9 days ago
Job Viewed
Job Description
**Job Overview:**
As a **Tax Manager - Reporting** , you will oversee the preparation, review, and finalization of global tax provisions and key disclosures in accordance with U.S. GAAP, specifically "ASC 740", ensuring compliance with tax laws and accounting standards. This role requires strong analytical skills, deep tax technical expertise, and the ability to collaborate across finance functions-including Accounting, FP&A, Internal Audit, and Treasury-to deliver accurate and timely reporting. You will also lead process improvements, implement best practices, and play a key role in mentoring team members while managing the quarterly consolidated tax provision and public financial statement disclosures.
**Position Responsibilities:**
+ Lead detailed processes and various stakeholders surrounding the preparation, review, and finalization of the Company's global income tax reporting obligations as an SEC filer, including the determination of tax expense, deferred taxes, valuation allowances and uncertain tax positions in accordance with U.S. GAAP principles.
+ Prepare detailed reports and presentations for senior management.
+ Prepares and/or reviews the uncertain tax positions including associated disclosures
+ Manage the forecasting and computation of our interim period and annual effective tax rate as well as cash tax liability, including analyzing the impact of tax initiatives, business changes, and proposed and enacted tax law utilizing OneSource Tax Provision ("OTP") and updating summaries for senior management.
+ Support tax planning initiatives and assist in the preparation of tax forecasts.
+ Manage tax reporting packages, provide strategic guidance to regional and local team on U.S. GAAP vs statutory reporting requirements.
+ Coordinate global tax provision processes, ensuring compliance and consistency across multiple jurisdictions.
+ Ensures all monthly and quarterly tax provisions (entries, tax account analysis, reconciliation of general ledger accounts, etc.) are complete and accurate in a timely manner.
+ Prepare, review, and/or perform research related tax technical implications and tax accounting impacts on various transactions throughout the year
+ Identify and drive process improvements and other transformational opportunities that may provide value to our global tax provision processes and delivery.
+ Ensure SOX controls are properly documented and coordinate internal and external testing
+ Monitor and analyze global tax developments, assessing their impact on the company's operations and financial statements.
+ Assist in overseeing and maintaining OTP to streamline provision and compliance processes.
+ Train, coach, and develop Tax Team members
+ Other Projects and duties as assigned
**Total Rewards:**
+ Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
+ Annual bonus based on performance and eligibility
**Requirements:**
+ Bachelor's Degree preferred
+ Minimum of 5-10 years of corporate income tax experience
+ Minimum of 2-5 years of large corporate ASC 740 experience
+ Proficiency in OneSource Tax Provision software
+ Proficiency in latest Microsoft technology and Alteryx
+ International Tax provision background is preferred.
+ Self-starter with high energy and a positive attitude
+ Excellent project management skills
+ Excellent verbal and written communication skills
+ Strong work ethic and professionalism
+ Ability to inspire teamwork
+ Ability to use current technology to enhance the effectiveness of deliverables
+ Strong analytical and problem-solving skills
+ Able to work with tight deadlines
+ Attention to details and overview of the business: able to operate at the detailed level when necessary but always focuses on the big picture.
+ Bilingual - English and Spanish preferred
**Company Overview:**
Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
As a **Tax Manager - Reporting** , you will oversee the preparation, review, and finalization of global tax provisions and key disclosures in accordance with U.S. GAAP, specifically "ASC 740", ensuring compliance with tax laws and accounting standards. This role requires strong analytical skills, deep tax technical expertise, and the ability to collaborate across finance functions-including Accounting, FP&A, Internal Audit, and Treasury-to deliver accurate and timely reporting. You will also lead process improvements, implement best practices, and play a key role in mentoring team members while managing the quarterly consolidated tax provision and public financial statement disclosures.
**Position Responsibilities:**
+ Lead detailed processes and various stakeholders surrounding the preparation, review, and finalization of the Company's global income tax reporting obligations as an SEC filer, including the determination of tax expense, deferred taxes, valuation allowances and uncertain tax positions in accordance with U.S. GAAP principles.
+ Prepare detailed reports and presentations for senior management.
+ Prepares and/or reviews the uncertain tax positions including associated disclosures
+ Manage the forecasting and computation of our interim period and annual effective tax rate as well as cash tax liability, including analyzing the impact of tax initiatives, business changes, and proposed and enacted tax law utilizing OneSource Tax Provision ("OTP") and updating summaries for senior management.
+ Support tax planning initiatives and assist in the preparation of tax forecasts.
+ Manage tax reporting packages, provide strategic guidance to regional and local team on U.S. GAAP vs statutory reporting requirements.
+ Coordinate global tax provision processes, ensuring compliance and consistency across multiple jurisdictions.
+ Ensures all monthly and quarterly tax provisions (entries, tax account analysis, reconciliation of general ledger accounts, etc.) are complete and accurate in a timely manner.
+ Prepare, review, and/or perform research related tax technical implications and tax accounting impacts on various transactions throughout the year
+ Identify and drive process improvements and other transformational opportunities that may provide value to our global tax provision processes and delivery.
+ Ensure SOX controls are properly documented and coordinate internal and external testing
+ Monitor and analyze global tax developments, assessing their impact on the company's operations and financial statements.
+ Assist in overseeing and maintaining OTP to streamline provision and compliance processes.
+ Train, coach, and develop Tax Team members
+ Other Projects and duties as assigned
**Total Rewards:**
+ Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
+ Annual bonus based on performance and eligibility
**Requirements:**
+ Bachelor's Degree preferred
+ Minimum of 5-10 years of corporate income tax experience
+ Minimum of 2-5 years of large corporate ASC 740 experience
+ Proficiency in OneSource Tax Provision software
+ Proficiency in latest Microsoft technology and Alteryx
+ International Tax provision background is preferred.
+ Self-starter with high energy and a positive attitude
+ Excellent project management skills
+ Excellent verbal and written communication skills
+ Strong work ethic and professionalism
+ Ability to inspire teamwork
+ Ability to use current technology to enhance the effectiveness of deliverables
+ Strong analytical and problem-solving skills
+ Able to work with tight deadlines
+ Attention to details and overview of the business: able to operate at the detailed level when necessary but always focuses on the big picture.
+ Bilingual - English and Spanish preferred
**Company Overview:**
Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!
Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?
We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.
Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.
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0
Tax Accountant - Tax Reporting
75062 Irving, Texas
Flowserve Corporation
Posted 15 days ago
Job Viewed
Job Description
Company Overview:
If a culture of excellence, innovation and ownership is what you're searching for, consider putting your experience in motion at Flowserve. As an individual contributor, or as a leader of people, your enterprise mindset will ensure Flowserve's position as the global standard in comprehensive flow control solutions. Here, your opportunity for professional development and industry leading rewards will be supported by our foundational commitments to the values of people first, integrity and safety. Thinking beyond opportunity and reward, at Flowserve, we are inspired by working together to create extraordinary flow control solutions to make the world better for everyone!
Position Title: Tax Accountant - Tax Reporting
Organization: Corporate Tax
Position Location: Irving, TX
**Job Responsibilities:** This position is responsible for assisting the Tax Directors and Managers in carrying out the provision, tax planning, compliance, and audit functions for a US-based multi-national corporation. Although not all inclusive, the representative responsibilities of the position are listed below:
+ Preparation/review of quarterly foreign tax packages for ASC 740 reporting including foreign return to provision adjustments and routine communication with foreign finance teams
+ Review of quarterly foreign FIN 48 questionnaires, foreign and domestic audit tracking, and preparation of quarterly calculations including communication with foreign finance teams
+ Preparation/review of quarterly and annual ASC 740 calculations including the analysis of valuation allowance, uncertain tax positions, other discrete tax impacts, and consolidated global ETR
+ Prepare quarterly memos regarding ASC 740
+ Preparation of tax-related journal entries and corresponding general ledger reconciliations
+ Preparation of the tax footnote
+ Manage quarterly calendar, request workflows in Workiva and Onesource setup and maintenance (OTP, Dataflow, and UTP)
+ Develop solid expertise in Flowserve' accounting policies, practices, and systems
+ Maintain standardized and well documented work papers to facilitate review
+ Monitor developments in laws to ensure Flowserve's compliance
+ Collaborate with other tax department members on projects
+ Gather supporting documentation and requests for external/internal auditors and financial Continue to strengthen tax technical skills through professional education and seminars
+ reporting
**Required Skills / Experience:**
+ Minimum 1-3 years of relevant, progressive experience in ASC 740 for a multinational company
+ Bachelor's degree in Accounting or Tax required
+ Strong understanding of Tax and GAAP principles
+ Ability to gather, organize and analyze data
+ Strong problem solving and analytical skills
+ Team player, detail oriented, and organized
+ Ability to work with minimal daily supervision
+ Strong written and oral communication skills
+ Proficient with Microsoft Office products, particularly advanced Excel and Power Query
+ Proficient with OneSource provision software
**Preferred Skills / Experience:**
+ Tax research skills including proficiency in CCH, RIA, and/or BNA research software
+ Master's degree preferred
+ CPA or CPA candidate is preferred
+ Experience with Sharepoint, SAP BPC, and SAP ERP
+ Process improvement implementations
**Benefits Starting from Day 1:**
+ Medical, Dental & Vision Insurance (including FSA and HSA options)
+ Life Insurance + Supplemental Life, Child, Spousal, and AD&D Insurance
+ Short- and Long-Term Disability
+ Retirement Planning, 401(k) plan, & Financial Wellness Resources
+ Educational Assistance Program
+ Time off Policies (including sick leave, parental leave, and paid vacation)
* Eligibility requirements apply to some benefits and may depend on job classification and length of employment
Flowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Join a company whose people are committed to building a more sustainable future to make the world better for everyone. With 16,000+ employees in 50+ countries, we combine our global reach with local presence. Our team challenges themselves to approach each situation with ingenuity and creativity to help provide our customers with the most innovative flow control products and services. We support 10,000+ customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses and governments globally. We invite you to put your talents and career in motion at Flowserve.
**Req ID** : R-16149
**Job Family Group** : Finance & Accounting
**Job Family** : FA Tax
EOE including Disability/Protected Veterans. Flowserve will also not discriminate against an applicant or employee for inquiring about, discussing or disclosing their pay or, in certain circumstances, the pay of their co-workers. Pay Transparency Nondiscrimination Provision
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access flowservecareers.com as result of your disability. You can request a reasonable accommodation by sending an email to In order to quickly respond to your request, please use the words "Accommodation Request" as your subject line of your email. For more information, read the Accessibility Process.
If a culture of excellence, innovation and ownership is what you're searching for, consider putting your experience in motion at Flowserve. As an individual contributor, or as a leader of people, your enterprise mindset will ensure Flowserve's position as the global standard in comprehensive flow control solutions. Here, your opportunity for professional development and industry leading rewards will be supported by our foundational commitments to the values of people first, integrity and safety. Thinking beyond opportunity and reward, at Flowserve, we are inspired by working together to create extraordinary flow control solutions to make the world better for everyone!
Position Title: Tax Accountant - Tax Reporting
Organization: Corporate Tax
Position Location: Irving, TX
**Job Responsibilities:** This position is responsible for assisting the Tax Directors and Managers in carrying out the provision, tax planning, compliance, and audit functions for a US-based multi-national corporation. Although not all inclusive, the representative responsibilities of the position are listed below:
+ Preparation/review of quarterly foreign tax packages for ASC 740 reporting including foreign return to provision adjustments and routine communication with foreign finance teams
+ Review of quarterly foreign FIN 48 questionnaires, foreign and domestic audit tracking, and preparation of quarterly calculations including communication with foreign finance teams
+ Preparation/review of quarterly and annual ASC 740 calculations including the analysis of valuation allowance, uncertain tax positions, other discrete tax impacts, and consolidated global ETR
+ Prepare quarterly memos regarding ASC 740
+ Preparation of tax-related journal entries and corresponding general ledger reconciliations
+ Preparation of the tax footnote
+ Manage quarterly calendar, request workflows in Workiva and Onesource setup and maintenance (OTP, Dataflow, and UTP)
+ Develop solid expertise in Flowserve' accounting policies, practices, and systems
+ Maintain standardized and well documented work papers to facilitate review
+ Monitor developments in laws to ensure Flowserve's compliance
+ Collaborate with other tax department members on projects
+ Gather supporting documentation and requests for external/internal auditors and financial Continue to strengthen tax technical skills through professional education and seminars
+ reporting
**Required Skills / Experience:**
+ Minimum 1-3 years of relevant, progressive experience in ASC 740 for a multinational company
+ Bachelor's degree in Accounting or Tax required
+ Strong understanding of Tax and GAAP principles
+ Ability to gather, organize and analyze data
+ Strong problem solving and analytical skills
+ Team player, detail oriented, and organized
+ Ability to work with minimal daily supervision
+ Strong written and oral communication skills
+ Proficient with Microsoft Office products, particularly advanced Excel and Power Query
+ Proficient with OneSource provision software
**Preferred Skills / Experience:**
+ Tax research skills including proficiency in CCH, RIA, and/or BNA research software
+ Master's degree preferred
+ CPA or CPA candidate is preferred
+ Experience with Sharepoint, SAP BPC, and SAP ERP
+ Process improvement implementations
**Benefits Starting from Day 1:**
+ Medical, Dental & Vision Insurance (including FSA and HSA options)
+ Life Insurance + Supplemental Life, Child, Spousal, and AD&D Insurance
+ Short- and Long-Term Disability
+ Retirement Planning, 401(k) plan, & Financial Wellness Resources
+ Educational Assistance Program
+ Time off Policies (including sick leave, parental leave, and paid vacation)
* Eligibility requirements apply to some benefits and may depend on job classification and length of employment
Flowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Join a company whose people are committed to building a more sustainable future to make the world better for everyone. With 16,000+ employees in 50+ countries, we combine our global reach with local presence. Our team challenges themselves to approach each situation with ingenuity and creativity to help provide our customers with the most innovative flow control products and services. We support 10,000+ customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses and governments globally. We invite you to put your talents and career in motion at Flowserve.
**Req ID** : R-16149
**Job Family Group** : Finance & Accounting
**Job Family** : FA Tax
EOE including Disability/Protected Veterans. Flowserve will also not discriminate against an applicant or employee for inquiring about, discussing or disclosing their pay or, in certain circumstances, the pay of their co-workers. Pay Transparency Nondiscrimination Provision
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access flowservecareers.com as result of your disability. You can request a reasonable accommodation by sending an email to In order to quickly respond to your request, please use the words "Accommodation Request" as your subject line of your email. For more information, read the Accessibility Process.
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1
Director Of Tax Reporting
Atlanta, Georgia
TIER4 GROUP
Posted today
Job Viewed
Job Description
Job Description
Job Description
Director of Tax Reporting
Onsite | Atlanta, GA
As the Director of Tax Reporting , you will play a critical role in defining and optimizing our tax reporting and compliance strategy. Reporting directly to the Executive Vice President of Tax, you will oversee all aspects of U.S. and international tax compliance, working closely with external providers and internal teams to elevate the Tax Function at our clients. Your strategic vision, operational efficiency, and proactive problem-solving approach will drive continuous improvement, standardization, and scalability within the department.
Roles You Will Play:
- Lead the reporting function (internal and external) to deliver all US income tax reporting, including federal, state, and US international tax returns, ensuring timely, accurate, and compliant filings.
- Provide leadership and guidance, offering strategic insights and operational direction that optimize workflows and position the team for growth and efficiency.
- Spearhead and contribute to cross-functional projects, creating synergies with our client's Legal, Accounting, Finance, Operations, and Investor Relations teams to enhance tax processes and support business goals.
- Build and maintain strong working relationships with internal partners, peers, external consultants, and revenue department auditors.
- Champion operational excellence through process improvement, leveraging best practices, supporting the evolution of tax software tools, incorporating data analytics, and promoting automation and technology to enhance efficiency and scalability.
- Support strategic tax initiatives in collaboration with EVP of Tax.
- Stay current on tax law changes and regulatory updates, assessing their impact and communicating necessary adjustments to key stakeholders.
- Lead the audit provision process, from initial planning and forecasting to calculations, analysis, and reporting.
- Develop and nurture relationships with external consultants, revenue department auditors, and internal teams, ensuring alignment and integration of the Tax Function as a business partner.
Qualifications:
- Master’s degree in Accounting, Taxation or JD/LLM; CPA certification preferred
- 10+ years in private equity real estate investment, REITs, or public accounting with relevant industry experience.
- Deep expertise in tax reporting for partnerships, investment funds, REITs, and multi-family real estate assets.
- Comprehensive understanding of ASC 740 and ASC 842, with familiarity in international tax and cross-border differences
- Proven ability to manage U.S. tax reporting for diverse investor groups, including institutional and international stakeholders
- Track record of standardizing and documenting tax compliance and reporting processes
- Advanced Excel with data analytics experience and knowledge of RealPage/OneSite; Accounting software is a plus
- Collaborative, humble, and results-oriented, with a high commitment to quality and integrity
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2
Manager, Tax Reporting - Collins Aerospace
06030 Farmington, Connecticut
RTX Corporation
Posted 1 day ago
Job Viewed
Job Description
**Date Posted:**
**Country:**
United States of America
**Location:**
UT56: 8 Farm Springs 8 Farm Springs, Farmington, CT, 06034 USA
**Position Role Type:**
Hybrid
**U.S. Citizen, U.S. Person, or Immigration Status Requirements:**
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
RTX Corporation is an Aerospace and Defense company that provides advanced systems and services for commercial, military and government customers worldwide. It comprises three industry-leading businesses - Collins Aerospace Systems, Pratt & Whitney, and Raytheon. Its 185,000 employees enable the company to operate at the edge of known science as they imagine and deliver solutions that push the boundaries in quantum physics, electric propulsion, directed energy, hypersonics, avionics and cybersecurity. The company, formed in 2020 through the combination of Raytheon Company and the United Technologies Corporation aerospace businesses, is headquartered in Arlington, VA.
**The following position is to join our Collins Aerospace Tax Team:**
Join our team as a key player in managing the accounting for income taxes under ASC740 for Collins' non-US business operations. RTX Corporate is in search of a talented Tax Reporting Manager. In this role, you'll ensure we stay ahead of global tax requirements while supporting our expanding international operations. You'll collaborate with finance, Collins' Planning team, and RTX's Corporate Tax Reporting team to align on meeting objectives for the Collins' business segment and RTX as a whole. You'll also keep a close eye on evolving tax laws, rate changes, and assist in providing guidance on the computations of the non-US tax provisions. This is a high-impact opportunity to help reduce tax risk, enhance efficiency, and shape the company's global tax strategy.
**What You Will do:**
+ Review quarterly and year-end non-US income tax provision submissions in accordance with ASC740
+ Prepare quarterly and year-end non-US income tax expense and balance sheet tax account reconciliations
+ Calculate interest accruals on certain non-US tax reserves
+ Assist with preparing quarterly and year-end presentations for Collins' Controllers and the RTX Corporate Tax team
+ Prepare quarterly and year-end SOX documentation
+ Assist with annual corporate income tax filings
+ Assist with special projects including the preparation of management presentations, historical tax rate analyses and review of tax rate / law changes
**Qualifications You Must Have:**
+ Typically requires a University Degree and minimum 8 years prior relevant experience **or** an Advanced Degree in a related field and minimum 5 years of experience **or** in absence of a degree, 12 years of relevant experience gained in a public accounting or large multinational corporate tax environment
+ U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements
+ Strong knowledge of tax accounting theory, including ASC740
**Qualifications We Prefer:**
+ Certified Public Accountant
+ Self-motivated, committed to drive results, intellectually curious, performs well under pressure and is team player
+ Strong interpersonal skills, including ability and desire to communicate, collaborate, and coordinate effectively with others throughout the tax and finance organizations at Collins, HQ, and service providers
+ Strong written and verbal communication skills. Active participant in career development and succession planning processes
+ Proficiency in excel and analytical skills
+ One Stream and Longview experience
**What We Offer:**
Some of our competitive benefits package includes:
+ Medical, dental, and vision insurance
+ Three weeks of vacation for newly hired employees
+ Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
+ Tuition reimbursement program
+ Student Loan Repayment Program
+ Life insurance and disability coverage
+ Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
+ Birth, adoption, parental leave benefits
+ Ovia Health, fertility, and family planning
+ Adoption Assistance
+ Autism Benefit
+ Employee Assistance Plan, including up to 10 free counseling sessions
+ Healthy You Incentives, wellness rewards program
+ Doctor on Demand, virtual doctor visits
+ Bright Horizons, child and elder care services
+ Teladoc Medical Experts, second opinion program
+ And more!
**Learn More & Apply Now!**
**Location/Type: Hybrid**
+ Farmington, CT is the preferred location, however candidates located near an RTX hub will also be considered.
**Please consider the following role type definitions as you apply for this role:**
**Hybrid:** Employees who are working in Hybrid roles will work regularly both onsite and offsite. Ratio of time working onsite will be determined in partnership with your leader.
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
**Country:**
United States of America
**Location:**
UT56: 8 Farm Springs 8 Farm Springs, Farmington, CT, 06034 USA
**Position Role Type:**
Hybrid
**U.S. Citizen, U.S. Person, or Immigration Status Requirements:**
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
RTX Corporation is an Aerospace and Defense company that provides advanced systems and services for commercial, military and government customers worldwide. It comprises three industry-leading businesses - Collins Aerospace Systems, Pratt & Whitney, and Raytheon. Its 185,000 employees enable the company to operate at the edge of known science as they imagine and deliver solutions that push the boundaries in quantum physics, electric propulsion, directed energy, hypersonics, avionics and cybersecurity. The company, formed in 2020 through the combination of Raytheon Company and the United Technologies Corporation aerospace businesses, is headquartered in Arlington, VA.
**The following position is to join our Collins Aerospace Tax Team:**
Join our team as a key player in managing the accounting for income taxes under ASC740 for Collins' non-US business operations. RTX Corporate is in search of a talented Tax Reporting Manager. In this role, you'll ensure we stay ahead of global tax requirements while supporting our expanding international operations. You'll collaborate with finance, Collins' Planning team, and RTX's Corporate Tax Reporting team to align on meeting objectives for the Collins' business segment and RTX as a whole. You'll also keep a close eye on evolving tax laws, rate changes, and assist in providing guidance on the computations of the non-US tax provisions. This is a high-impact opportunity to help reduce tax risk, enhance efficiency, and shape the company's global tax strategy.
**What You Will do:**
+ Review quarterly and year-end non-US income tax provision submissions in accordance with ASC740
+ Prepare quarterly and year-end non-US income tax expense and balance sheet tax account reconciliations
+ Calculate interest accruals on certain non-US tax reserves
+ Assist with preparing quarterly and year-end presentations for Collins' Controllers and the RTX Corporate Tax team
+ Prepare quarterly and year-end SOX documentation
+ Assist with annual corporate income tax filings
+ Assist with special projects including the preparation of management presentations, historical tax rate analyses and review of tax rate / law changes
**Qualifications You Must Have:**
+ Typically requires a University Degree and minimum 8 years prior relevant experience **or** an Advanced Degree in a related field and minimum 5 years of experience **or** in absence of a degree, 12 years of relevant experience gained in a public accounting or large multinational corporate tax environment
+ U.S. citizenship is required, as only U.S. citizens are authorized to access the financial management system due to government contractual requirements
+ Strong knowledge of tax accounting theory, including ASC740
**Qualifications We Prefer:**
+ Certified Public Accountant
+ Self-motivated, committed to drive results, intellectually curious, performs well under pressure and is team player
+ Strong interpersonal skills, including ability and desire to communicate, collaborate, and coordinate effectively with others throughout the tax and finance organizations at Collins, HQ, and service providers
+ Strong written and verbal communication skills. Active participant in career development and succession planning processes
+ Proficiency in excel and analytical skills
+ One Stream and Longview experience
**What We Offer:**
Some of our competitive benefits package includes:
+ Medical, dental, and vision insurance
+ Three weeks of vacation for newly hired employees
+ Generous 401(k) plan that includes employer matching funds and separate employer retirement contribution, including a Lifetime Income Strategy option
+ Tuition reimbursement program
+ Student Loan Repayment Program
+ Life insurance and disability coverage
+ Optional coverages you can buy pet insurance, home and auto insurance, additional life and accident insurance, critical illness insurance, group legal, ID theft protection
+ Birth, adoption, parental leave benefits
+ Ovia Health, fertility, and family planning
+ Adoption Assistance
+ Autism Benefit
+ Employee Assistance Plan, including up to 10 free counseling sessions
+ Healthy You Incentives, wellness rewards program
+ Doctor on Demand, virtual doctor visits
+ Bright Horizons, child and elder care services
+ Teladoc Medical Experts, second opinion program
+ And more!
**Learn More & Apply Now!**
**Location/Type: Hybrid**
+ Farmington, CT is the preferred location, however candidates located near an RTX hub will also be considered.
**Please consider the following role type definitions as you apply for this role:**
**Hybrid:** Employees who are working in Hybrid roles will work regularly both onsite and offsite. Ratio of time working onsite will be determined in partnership with your leader.
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
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3
Tax Reporting & Cost Basis Associate
19133 Philadelphia, Pennsylvania
Insight Global
Posted 1 day ago
Job Viewed
Job Description
Job Description
One of our wealth management clients in Philadelphia, PA is seeking a Tax Reporting & Cost Basis Associate to join their team for a 6 month contract. This role sits within the Operations Department and will be responsible for maintaining accurate cost basis figures in client accounts and producing annual tax forms (1099, 1042, etc). A large portion of this role will also be supporting the team with administrative tasks such as replying to emails, researching different tax reporting scenarios, date of death and state evaluations and documenting reporting in Microsoft Office platforms such as Excel.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Bachelors Degree (Finance, Accounting, Business Administration)
- Tax Reporting experience
- Working knowledge of Excel - Thomson One
One of our wealth management clients in Philadelphia, PA is seeking a Tax Reporting & Cost Basis Associate to join their team for a 6 month contract. This role sits within the Operations Department and will be responsible for maintaining accurate cost basis figures in client accounts and producing annual tax forms (1099, 1042, etc). A large portion of this role will also be supporting the team with administrative tasks such as replying to emails, researching different tax reporting scenarios, date of death and state evaluations and documenting reporting in Microsoft Office platforms such as Excel.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Bachelors Degree (Finance, Accounting, Business Administration)
- Tax Reporting experience
- Working knowledge of Excel - Thomson One
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4
Business Analyst- Cost Basis/Tax Reporting
07834 Denville, New Jersey
Financial Industry Technical Services
Posted 3 days ago
Job Viewed
Job Description
Business Analyst - Cost Basis Reporting
Locations: Remote
Job Description
FITS Consulting - Business Analyst Opportunity
FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations.
This role offers the opportunity to contribute to impactful projects while working within a collaborative and professional environment. At FITS Consulting, we are committed to fostering growth and excellence, and we welcome professionals who are ready to advance their careers with us.
Responsibilities
- Work with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet departmental requirements.
- Perform gap analysis to determine current/future state and process flows.
- Define and document business requirements (BRD).
- Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
- Work with Project Office groups monitoring and reporting milestone and planned activities.
- Participate Mock and Parallel conversion testing activities.
- Ensure the testing and training process are running smoothly.
- 5+ years of brokerage/wealth management industry experience.
- 4+ years experience supporting cost basis systems and processing.for customer tax statements, (Maxit, Wolters Kluer Gainskeeper, Apex Silver, FIS Tax Reporting Suite).
- 3+ years experience utilizing one or more of the following brokerage systems: (BetaNXT Beta, FIS Phase 3, Scivantage Maxit)
- Prior experience on large scale wealth management system implementations.
- Successful track record for completing projects tasks under tight deadlines.
- Extensive client facing and problem-solving experience.
- Excellent communication skills and strong documentation and presentation experience.
- Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing/modifying business requirement documents, user acceptance testing).
- Proficient in all Microsoft applications, especially Excel and SQL.
- Experience in Agile teams.
FITS Consulting is an Equal Opportunity/Affirmative Action Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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5
Oracle EPM Tax Reporting Cloud Service
06925 Stamford, Connecticut
Diverse Lynx
Posted 9 days ago
Job Viewed
Job Description
Oracle EPM Tax Reporting Cloud Service (TRCS)Must Have Techno-FunctionalDesired Experience Range 8 to 10 YearsCandidate must have implementation experience of Oracle EPM module - Oracle Tax reporting (TRCS).Must have hands on experience in TRCS with understanding of the concepts of current tax provision (National Regional), Interim Provision, CbCR, deferred tax provision, Deferred Tax roll forward etc. Must be able to configure tax automation rules.Must be able to load data into TRCS using Cloud Data Management and develop automation using EPM Automate.Must be able to Support business user in detailed Tax Provision calculations, reporting, and compliance.Must be able to Provide support in Reporting Workflows and related ETR KPIs and Dashboards.Must be able to Provide support of TRCS development including metadata, business rules, web forms for Tax Provision reporting model.Must be able to Provide technical support and troubleshooting for TRCS applications, working closely with end-users to address their needs and resolve any issuesGood to HaveGood Communication skillAble to plan track tasks activities co-ordinate and report status periodicallyOnsite Offshore Co-ordination on day-to-day basis on deliverables and inter-team interaction on need basisGood in problem approaching, innovative thinking and able to approach address the problems with process people
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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6
VP, Operations, Cost Basis & Tax Reporting
33747 Saint Petersburg, Florida
Raymond James Financial, Inc.
Posted 1 day ago
Job Viewed
Job Description
**Responsibilities:**
+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
+ Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
+ Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short-term business objectives with the longer-term delivery of stakeholder value.
+ Lead the development of annual and longer-term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
+ Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
+ Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
+ Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
+ Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Project management methodology sufficient to act in a sponsorship role.
+ Principles of finance and securities industry operations.
+ Financial markets and products.
+ Performance management.
**Skills:**
+ Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Act as organizational authority on strategic planning.
+ Act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ Act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Act as organizational authority on developing and implementing policies.
+ Act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
+ Acts as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
+ Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
+ Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Acts as the organizational authority on reviewing and creating relevant, lucid and effective reports.
+ Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.
**Licenses/Certifications:**
+ **SIE required** or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 and Series 7 required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
+ Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
+ Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short-term business objectives with the longer-term delivery of stakeholder value.
+ Lead the development of annual and longer-term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
+ Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
+ Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
+ Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
+ Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Project management methodology sufficient to act in a sponsorship role.
+ Principles of finance and securities industry operations.
+ Financial markets and products.
+ Performance management.
**Skills:**
+ Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Act as organizational authority on strategic planning.
+ Act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ Act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Act as organizational authority on developing and implementing policies.
+ Act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
+ Acts as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
+ Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
+ Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Acts as the organizational authority on reviewing and creating relevant, lucid and effective reports.
+ Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.
**Licenses/Certifications:**
+ **SIE required** or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 and Series 7 required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
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7
VP, Operations, Cost Basis & Tax Reporting
48086 Southfield, Michigan
Raymond James Financial, Inc.
Posted 15 days ago
Job Viewed
Job Description
**Responsibilities:**
+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
+ Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
+ Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short-term business objectives with the longer-term delivery of stakeholder value.
+ Lead the development of annual and longer-term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
+ Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
+ Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
+ Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
+ Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Project management methodology sufficient to act in a sponsorship role.
+ Principles of finance and securities industry operations.
+ Financial markets and products.
+ Performance management.
**Skills:**
+ Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Act as organizational authority on strategic planning.
+ Act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ Act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Act as organizational authority on developing and implementing policies.
+ Act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
+ Acts as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
+ Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
+ Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Acts as the organizational authority on reviewing and creating relevant, lucid and effective reports.
+ Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.
**Licenses/Certifications:**
+ **SIE required** or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 and Series 7 required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
+ Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
+ Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short-term business objectives with the longer-term delivery of stakeholder value.
+ Lead the development of annual and longer-term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
+ Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
+ Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
+ Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
+ Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Project management methodology sufficient to act in a sponsorship role.
+ Principles of finance and securities industry operations.
+ Financial markets and products.
+ Performance management.
**Skills:**
+ Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Act as organizational authority on strategic planning.
+ Act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ Act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Act as organizational authority on developing and implementing policies.
+ Act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
+ Acts as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
+ Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
+ Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Acts as the organizational authority on reviewing and creating relevant, lucid and effective reports.
+ Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.
**Licenses/Certifications:**
+ **SIE required** or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 and Series 7 required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
View Now
8
VP, Operations, Cost Basis & Tax Reporting
38111 Memphis, Tennessee
Raymond James Financial, Inc.
Posted 15 days ago
Job Viewed
Job Description
**Responsibilities:**
+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
+ Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
+ Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short-term business objectives with the longer-term delivery of stakeholder value.
+ Lead the development of annual and longer-term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
+ Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
+ Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
+ Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
+ Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Project management methodology sufficient to act in a sponsorship role.
+ Principles of finance and securities industry operations.
+ Financial markets and products.
+ Performance management.
**Skills:**
+ Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Act as organizational authority on strategic planning.
+ Act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ Act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Act as organizational authority on developing and implementing policies.
+ Act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
+ Acts as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
+ Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
+ Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Acts as the organizational authority on reviewing and creating relevant, lucid and effective reports.
+ Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.
**Licenses/Certifications:**
+ **SIE required** or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 and Series 7 required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes.
+ Take overall responsibility for setting and approving area budgets that achieve organizational strategy.
+ Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of business objectives, balancing the need to deliver short-term business objectives with the longer-term delivery of stakeholder value.
+ Lead the development of annual and longer-term business plans for a significant function, ensuring alignment with strategy; quantify business outcomes, i.e., key performance indicators (KPIs) and resource budgets (financial and headcount); and ensure integration of key activities or projects across the organization.
+ Set and communicate the strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.
+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
+ Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
+ Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
+ Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
+ Monitors regulatory compliance with internal and external groups including auditors, FINRA, IRS, SEC and others.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Project management methodology sufficient to act in a sponsorship role.
+ Principles of finance and securities industry operations.
+ Financial markets and products.
+ Performance management.
**Skills:**
+ Act as organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
+ Act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.
+ Act as organizational authority on strategic planning.
+ Act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.
+ Act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Act as organizational authority on developing and implementing policies.
+ Act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.
+ Acts as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
+ Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
+ Acts as the organizational authority and established expert on costing, budgeting and finance tasks.
+ Negotiates as the organizational authority and established expert to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Acts as the organizational authority on reviewing and creating relevant, lucid and effective reports.
+ Operates as a recognized expert to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically known as a subject matter authority.
**Licenses/Certifications:**
+ **SIE required** or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 and Series 7 required,** or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
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