Investment Fund Managers

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

Required skills:

Sets and accomplishes goals, achieving whatever you put your mind to.
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:

Bilingual Spanish Preferred.
Strong computer skills with an ability to multitask in a demanding environment.
A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.

As a Supervisory Team Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a team of centralized supervisory managers. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.

**Job responsibilities**

+ Manage a team of Registered Principals that are responsible for supervising various functions (including but not limited to correspondence review, trade corrections, gift reviews, electronic communications reviews) across multiple Lines of Business

+ Demostrate ability to make independent suitability decisions based on firm policy

+ Lead with a sense of urgency to manage workflow and volumes

+ Strategically partner with stakeholders across the firm

+ Identify process improvements and drive change

+ Lead and implement business and firm-wide initiatives

+ Develop and train staff on current industry trends and products

**Required qualifications, capabilities, and skills**

+ 7+ years of experience in the securities / investment industry

+ Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). Additional licensing requirements must be met within 120 days of hire.

+ Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.

+ Ability to provide clear, concise, and timely resolution to issues.

+ Demonstrate strong critical thinking, analytical research, and quantitative skills.

+ Strong written and verbal communications skills, including an ability to communicate with all levels of management.

+ Possess excellent time management skills.

+ Proven judgment and problem-resolution skills

+ Ability to understand new investment products, Advisor / Banker compensation plans, firm wide policies, and procedures to conduct reviews.

+ Ability to build relationships across business functions to obtain necessary information to conduct reviews.

**Preferred qualifications, capabilities, and skills**

+ Bachelor's Degree preferred.

+ Experience as a Supervisory or Compliance professional preferred.

+ Possess an advanced knowledge of FINRA, MSRB and SEC rules and regulations.

+ Experience working in an environment alongside Advisors preferred.

+ State Life & Health Insurance license a plus, but not required.

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

**Base Pay/Salary**

Chicago,IL $104,500.00 - $165,000.00 / year

Wealth Management Associate - AZ, Phoenix, Scottsdale (2678) ( PIN\_15039 )

**Primary Location** : UNITED STATES-AZ-SCOTTSDALE

**Other Locations** : UNITED STATES-AZ-Phoenix

**Organization** : Equitable Advisors

**Description**

**Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

**Our people**

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

* We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

* Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

* Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

* Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

**Qualifications**

**Training and support**

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

**Benefits and compensation**

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

**Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

**Req ID:** PIN\_15039

**Job ID Number**

R4102

**Employment Type**

Full time

**Worksite Flexibility**

Remote

**Job Summary**

We are looking for a motivated Financial Analyst ready to take us to the next level! If you have experience with financial analysis and planning within the child welfare space, and are looking for your next career move, apply now.

**Job Description**

We are looking for a **Financial Analyst** to oversee and manage the fiscal aspects of child welfare services. This position will be **full-time** and **remote with periodic travel through western Pennsylvania.**

**What You’ll Do**

+ Oversee and manage the fiscal aspects of Child Welfare services, ensuring compliance with state and federal regulations

+ Develop and maintain financial models to forecast program budgets and expenditures

+ Analyze financial data to identify trends, make recommendations for cost savings, and ensure the efficient allocation of resources

+ Prepare detailed reports on financial performance and present findings to senior management and stakeholders

+ Collaborate with program managers to understand financial needs and provide strategic support for Child Welfare initiatives

+ Monitor and report on the financial status of grants and other funding sources related to Child Welfare

+ Conduct regular audits and reviews to ensure financial integrity and accountability

+ Serve as a financial liaison between the Child Welfare programs and other departments, agencies, and external partners

+ Conduct a comprehensive assessment of the fiscal functions and operations

+ Provide fiscal professional consultancy services to support the client in maintaining fiscal operations

+ Conduct an expenditure analysis and review document justifications for expenditure requests

+ Review and enhance existing processes for monitoring the fiscal integrity of purchased services to support improved outcomes for children and families

+ Review and enhance existing policies and draft new policies, as needed, to support the sustainability of sound fiscal operations

+ Provide child welfare-specific fiscal consultancy services to support the transition and training of new fiscal team members, as needed

+ Review and provide training on the Needs-Based Plan and Budget Instructions Bulletin and Templates

+ Assist in the completion of the budget portion of the NBPB, as needed, based on the abilities of existing team members

+ Assist with the completion of day-to-day functions of the fiscal department, as needed, based on the abilities/capacity of existing team members

+ Assist with or conduct contract monitoring functions

**What You'll Need**

Required:

+ Ability to serve as a liaison between various departments and external partners

+ Experience in conducting fiscal assessments and providing consultancy services

+ Knowledge of expenditure analysis and justification processes

+ Ability to enhance and develop fiscal policies and processes

+ Skills in training and transitioning new fiscal team members

+ Proficiency in reviewing and training on budget instructions and templates

+ Expertise in financial planning, analysis, and reporting

+ Strong understanding of state and federal regulations related to Child Welfare services

+ Proficiency in financial modeling and budget forecasting

+ Excellent analytical skills and attention to detail

+ Experience in preparing and presenting detailed financial reports

+ Ability to collaborate effectively with program managers and other stakeholders

+ Strong audit and review skills to ensure financial integrity

**Preferred:**

+ Prior experience in Child Welfare finance

**Physical Demands**

+ Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state, and local standards

+ Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.

+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor

\#LI-CB1

**Reasonable Accommodation Statement**

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to [email protected] or (888) 824 – 8111.

**Equal Employment Opportunity Policy Statement**

It is the policy of CAI not to discriminate against any employee or applicant due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. It is also the policy of CAI to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Employees and applicants of CAI will not be subject to harassment due to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or being a protected veteran. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated Mid-Level Info Security Analyst-Cyber Threat Response you will work in the Cyber Threat Operations Center (CTOC) which is USAA’s equivalent to a traditional Security Operations Center (SOC). The CTOC safeguards against cybersecurity threats targeting USAA. The CTOC comprises several teams supporting cyber threat intelligence, protection, monitoring, analysis, and response, all reporting under the Executive Director of Cyber Threat Operations.

This position is for our External Threat Response (ETR) team supporting the CTOC’s efforts defending USAA’s assets against threats originating outside the environment. The ETR team works with the Director of Cyber Threat Monitoring and Response. The team operates within defined guidelines and frameworks to identify security indicators of compromise (e.g., suspicious behavior, attacks, and security breaches) within USAA’s environment using a variety of cyber defense tools to detect, analyze, and respond to threats.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ or Colorado Springs, Co. Relocation assistance is **not** available for this position.

Investigates, analyzes, and responds to security anomalies and events (e.g. suspicious behavior, attacks, and security breaches) within USAA’s environments using a variety of cyber defense tools to detect and respond to threats. Conducts vulnerability, security configuration, and/or penetration testing assessments of systems and networks. Identifies cyber threats, analyzes operational impacts, and communicates to appropriate partners. Stays ahead of latest information security threats, exploits, trends, and intelligence.

**What you'll do:**

+ Researches and analyzes the latest information security vulnerabilities, threats, exploits, trends and intelligence.

+ Conducts routine vulnerability management, security configuration assessments, and/or penetration testing operations and manages the resulting findings.

+ Monitors internal and external networks, systems, and applications for security anomalies and events (e.g. suspicious behavior, attacks, and security breaches). Responds to cyber incidents, performing detailed analysis using complex security tools to determine root cause by using a broad range of demonstrated experience (e.g. forensics, networking, servers, coding, etc.) to resolve a malicious actor's tactics, techniques, and procedures.

+ Applies discoveries from the incident response process to make moderately complex improvements to the existing detection capabilities and security controls.

+ Prepares written briefs with recommendations to leadership on latest threats, alerts, and incidents.

+ Serves as a resource to team members on intensified issues of an unusual nature.

+ Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 4 years of related experience in Information Security, Cybersecurity and/or Information Technology with a security focus to include accountability for complex tasks and/or projects.

+ 2 years of related experience in one of the following domains: Security and Risk Management, Asset Security, Security Architecture and Engineering, Communications and Network Security, Identity and Access Management, Security Assessment and Testing, Security Operations, Software Development Security.

+ Proficient level of discernment in the areas of business operations, risk management, industry practices and emerging trends.

+ Knowledge and application of security-related monitoring, intrusion detection and scanning tools.

+ Knowledge of system administration, network, and operating system hardening techniques.

+ Demonstrated ability to evaluate current security practices, identify compliance gaps, and propose remediation.

**What sets you apart:**

+ Experience operating within a security operations center (SOC)

+ Experience in cyber threat hunting, cyber threat monitoring, or cyber incident response

+ Experience with enterprise logging technologies such as ELK or Splunk

+ Experience with endpoint detection and response agents

+ Experience with network analysis and endpoint containment

+ Experience with scripting languages such as Python or PowerShell

+ Experience performing root cause analysis on security issues.

+ Experience in responding to events/incidents in Windows, Linux, or MacOS environments

**Compensation range:** The salary range for this position is: $103,450 - $197,730 **.**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA 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, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Senior Financial Analyst (4115)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

The Sr Program Financial Analyst demonstrates deep expertise in contract financial management. They lead and administer overall budget preparation/estimating and tracking expenditures against large complex contracts and or programs. They are key members of the program management team and works directly with the Program Manager in defining the Contracts goals and objectives; and leads recommended actions to improve financial progress and performance. They have significant interface with the Program Manager, senior technical staff on the contract, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They will interface, provide direct analysis and or lead financial discussions with external clients such as the Contracting Officer and the Contracting Officer Representative. They oversee and manage work assignments of other Financial Analyst(s) but are not career managers of staff.

**Responsibilities**

+ Lead the financial management of a large contract or multiple complex TDL(s) by providing cost, schedule and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead contract set up in compliance with contractual terms, conditions, and requirements.

+ Prepare overall Contract financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

+ Identify Contract risks, profit improvement opportunities and analytical analysis in working resolution with PM, Contracts, Procurement and Finance/Accounting.

+ Review and assess all contract modifications. Advise the program management team of impacts as necessary.

+ Monitor overall costs and manpower ensuring that actuals are within CLIN ceiling, CLIN budget and charged correctly.

+ Perform analytical review and arithmetic checks of contract level cost reporting documentation.

+ Prepare accurate and complete contract variance analysis and reporting.

+ Monitor financial trends of multiple subcontractors and multiple tasking

+ Work closely with procurement and subcontracts department to provide funding input to multiple subcontractors and vendors.

+ Lead the development of Internal Program Review (IPR) presentations for management.

+ Prepare financial Contract Data Requirements (CDRL) for programs. Ensure contractual requirements are met and customer financial deliverables are accurate and on time.

+ Perform ad-hoc financial analysis on the contract as requested by PMO and others.

+ Monitor funding status, providing reliable and timely notification of funding status by line item detail as required.

+ Support accounts receivable as required during the billing processing. Monitor billing status and unbilled issues, working with Finance, Contracts, Accounting and PMO to resolve issues in a timely manner.

+ Prepare subcontractor and vendor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the project’s cost/commitment is accurately captured and reported internally and externally.

+ Ensure program revenue and profit is recorded in compliance with the EAC.

+ Analyze profit risks and opportunities and advise management on the optimal path forward.

+ Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures as they related to contract performance and financials.

**Requirements:**

+ 10 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis.

+ High School Diploma or GED. BA/BS in Finance, Accounting and or Business is desired.

+ Functional knowledge of contract types and project control methods.

+ Prior experience with GSA AAS/FEDSIM contracts

+ Experience with international policies, expatriates, DOD allowances (housing and cost of living)

+ Strong experience with multiple funding activities

**Desired Skills** :

+ Deep knowledge and functional understanding of contract types, execution methods, CAS, FAR, and Joint Travel Regulations (JTR) rules and regulations

+ Ability to build relationships across functional teams and internal Business Partners.

+ Deep knowledge and experience with Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint.

+ Possession of excellent oral and written communication skills.

+ Possession of excellent data management, problem solving and critical thinking skills.

+ Possession excellent organizational, time and multitasking skills.

+ Clearable, if required based on contractual requirement

**US citizenship required for work under DOD contract**

**Application Deadline: Feb. 14, 2025**

\#LI-REMOTE

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$94,700—$157,700 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

Selected applicant may be subject to a background investigation and/or education verification.

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Respond effectively to the diverse perspectives, needs, and feelings of others.

+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

+ Use critical thinking to break down complex concepts.

+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.

+ Develop a deeper understanding of the business context and how it is changing.

+ Use reflection to develop self awareness, enhance strengths and address development areas.

+ Interpret data to inform insights and recommendations.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

- Lead digitization and automation efforts

- Solve intricate tax challenges

- Mentor and guide junior team members

- Foster and sustain client relationships

- Gain thorough understanding of business contexts

- Navigate complex tax scenarios effectively

- Grow personal brand and technical skills

- Uphold exceptional professional and technical standards

What You Must Have

- Bachelor's Degree in Accounting

- 2 years of experience

- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

What Sets You Apart

- Innovating through new and existing technologies

- Experimenting with digitization solutions

- Working with large, complex data sets

- Building models and leveraging data visualization tools

- Exposure to pricing and client worth

- Reviewing contracts and finding new pricing options

- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

\#LI-Hybrid

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**The Opportunity**

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.

**Responsibilities**

- Lead and manage large-scale projects to achieve successful outcomes

- Innovate and streamline processes to enhance efficiency and effectiveness

- Maintain exceptional standards of operational excellence in every activity

- Interact with clients at a senior level to drive project success

- Build trust with multi-level teams and stakeholders through open communication

- Motivate and coach teams to solve complex problems

- Serve as a strategic advisor, leveraging specialized knowledge and industry trends

- Provide strategic input into the firm’s business strategies

What You Must Have

- Bachelor's Degree in Accounting

- 5 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

**What Sets You Apart**

- In-depth knowledge of compliance for financial partnerships

- Knowledge of structuring funds to limit tax liability

- Experience identifying and addressing client needs

- Building and utilizing networks of client relationships

- Managing resource requirements and project workflow

- Creating an atmosphere of trust in teams

- Developing new relationships and selling new services

- Innovating through new and existing technologies

- Utilizing digitization tools to enhance engagements

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

+ Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

+ Deal effectively with ambiguous and unstructured problems and situations.

+ Initiate open and candid coaching conversations at all levels.

+ Move easily between big picture thinking and managing relevant detail.

+ Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

+ Contribute technical knowledge in area of specialism.

+ Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

+ Navigate the complexities of cross-border and/or diverse teams and engagements.

+ Initiate and lead open conversations with teams, clients and stakeholders to build trust.

+ Uphold the firm's code of ethics and business conduct.

**Additional Responsibilities**

Work with many of the world's largest renewable energy companies to develop and implement innovative tax solutions! Join an exciting and rapidly growing industry to help clients solve challenging issues introduced by the Inflation Reduction Act.

We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. PwC Tax provides unparalleled technical knowledge and specialization, and industry insights.

**Global LoS**

Tax

**Job Requirements and Preferences**

**Basic Qualifications**

Minimum Degree Required (BQ)

Bachelor Degree

**Required Field(s) of Study (BQ)**

Accounting

**Minimum Year(s) of Experience (BQ)**

5 year(s)

**Certification(s) Required (BQ)**

**CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity**

**Preferred Qualifications**

**Preferred Knowledge/Skills**

Demonstrates in-depth knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds:

+ Leveraging knowledge of structuring of funds and fund management companies to limit tax liability;

+ Possessing in-depth knowledge of alternative investment strategies and vehicles; and,

+ Utilizing in-depth tax technical skills, including partnership tax forms.

Demonstrates in-depth experience identifying and addressing client needs:

+ Experience with complicated partnership structures;

+ Experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation;

+ Showcasing a desire to learn more about the renewable energy industry

+ Innovating through new and existing technologies, along with experimenting with digitization solutions;

+ Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

+ Utilizing digitization tools to reduce hours and optimize engagements;

+ Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements;

+ Building, maintaining, and utilizing networks of client relationships and community involvement; and,

+ Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

+ Building, maintaining, and utilizing networks of client relationships and community involvement;

+ Communicating value propositions;

+ Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

+ Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

+ Seeking diverse views to encourage improvement and innovation; and,

+ Coaching staff including providing timely meaningful written and verbal feedback.

We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 40%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Analyse and identify the linkages and interactions between the component parts of an entire system.

+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

+ Develop skills outside your comfort zone, and encourage others to do the same.

+ Effectively mentor others.

+ Use the review of work as an opportunity to deepen the expertise of team members.

+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

- Supervise and develop team members to achieve exceptional deliverables

- Manage client service accounts and engagement workstreams

- Independently solve and analyze complex problems

- Utilize PwC's technical knowledge and industry insights to address client needs

- Drive digitization, automation, and efficiency improvements

- Coach teams to enhance their skills and performance

- Oversee successful planning, budgeting, and execution of projects

- Foster a culture of continuous improvement and innovation

What You Must Have

- Bachelor's Degree in Accounting

- 4 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

- Thorough knowledge of compliance and consulting for financial partnerships

- Knowledge of structuring funds to limit tax liability

- In-depth tax technical skills in partnership tax forms

- Experience identifying and addressing client needs

- Building, maintaining, and utilizing networks of client relationships

- Success as tax technical business advisor

- Familiarity with CRM systems

- Knowledge of automation and digitization in professional services

- Experience with alternative fee arrangements and pricing strategies

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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