14 tax analyst jobs found

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Role We are seeking a Principal Business Analyst, Product Management with advanced product analysis experience to join the Operations and Services Group (OSG) Brokerage Capabilities organization with a focus on Money Movement, TOA and Cash Platforms. The candidate will play a critical role in transforming the legacy Brokerage Transfer of Assets, Cash & Payments, Tax Advantaged Accounts and Retail Pricing mainframe-based capabilities to support modern, scalable, cloud-based solutions which can more easily be enhanced and maintained to support the current and future needs of Fidelity's retail (Wealth | Brokerage) and Institutional brokerage businesses. This position is ideal for a client obsessed, strategic thinker with deep analytical and problem-solving skills. The candidate should have a passion for collaborating across a variety of Fidelity...

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING! This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below. "Beware of scams. S3 never asks for money during its onboarding process." Job Title: Alts Private Portfolio Services Analyst Contract: 5+ Months Hybrid Schedule Location: Dallas, TX 75201 Job ref# 242698 Job Description: Operational risk management of the firm's cash flows related to lending and trading activities. Settlement functions include support of trading/sales, settlement execution and daily reporting while accurately managing the firm s books and records. Perform regular due diligence by evaluating client payments inbound and outbound globally Leverage analytical skills by reviewing legal documents and ad-hoc reports for the client and internal business groups Display your ability to function as a team...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

Apex Systems, Inc. Job#: 3027080 Job Description: Customer Engineer for Dynamics Supply Chain Management (Functional) Type: 12+ month contract Location: United States Schedule: 100% remote We are seeking a skilled and experienced Dynamics Supply Chain Management (SCM) Customer Engineer with expertise in design, development and optimization of Dynamics SCM functional skills including customers modernizing legacy AX / ECClike manufacturing setups, and increased focus on cost control, production visibility, and resiliency Required / Minimum Qualifications 10+ years experience in enterprise software engineering, IT consulting, architecture, or application development (or equivalent experience). Required SCM Functional Skills Manufacturing Modernization & Resilience Production control (costing, scheduling, subcontracting) Manufacturing execution (shop floor, reporting, exceptions) Production methods: discrete, process, lean...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Role Overview: The Nautilus Group supports more than 200 of New York Life's top producers. This role serves as a senior technical leader and strategic partner to member agents, delivering advanced estate and business planning guidance for high-net-worth and ultra-high-net-worth clients. The ideal candidate brings 8-10 years of advanced market experience and operates as a self-directed leader requiring minimal oversight. Success in this role is defined by the ability to build trusted relationships with agents, deliver exceptional client-facing support, leverage AI and technology to enhance planning outcomes, and consistently provide high-impact case design. What You'll Do: Member Agent Support Serve as a strategic partner and primary advanced planning resource for member agents. Develop and deepen relationships with member agents, with responsiveness and service excellence as...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Role We are seeking a Director, Product Leader, to join the Operations and Services Group (OSG) Brokerage Capabilities organization with a focus on Money Movement, TOA and Cash Platforms. In this strategic role, you will play a critical leadership role in transforming the legacy Brokerage Transfer of Assets (TOA), Cash & Payments, Tax Advantaged Accounts and Retail Pricing mainframe-based platform capabilities to support modern, scalable, cloud-based solutions which can more easily be enhanced and maintained to support the current and future needs of Fidelity's retail (Wealth | Brokerage) and Institutional brokerage businesses. You will define product vision, drive cross-functional alignment, and guide delivery across business and technology teams. Ideal candidates bring deep expertise in product strategy, business transformation, and stakeholder...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary: The Underwriter III plays an important role in the organization by performing a number of activities related to the company’s retail operations functions. The role is primarily responsible, under intermittent to infrequent supervision, for underwriting conventional, FHA, VA, USDA, new construction, and condominium project loans according to company, secondary market investor, and government agency standards. This includes ensuring all tax, title, insurance, and closing documentation associated with the loan applications are accurate and complete, and approving or denying loan applications based on compliance...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary: The Underwriter III plays an important role in the organization by performing a number of activities related to the company’s retail operations functions. The role is primarily responsible, under intermittent to infrequent supervision, for underwriting conventional, FHA, VA, USDA, new construction, and condominium project loans according to company, secondary market investor, and government agency standards. This includes ensuring all tax, title, insurance, and closing documentation associated with the loan applications are accurate and complete, and approving or denying loan applications based on compliance...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary: The Underwriter III plays an important role in the organization by performing a number of activities related to the company’s retail operations functions. The role is primarily responsible, under intermittent to infrequent supervision, for underwriting conventional, FHA, VA, USDA, new construction, and condominium project loans according to company, secondary market investor, and government agency standards. This includes ensuring all tax, title, insurance, and closing documentation associated with the loan applications are accurate and complete, and approving or denying loan applications based on compliance...

McGuireWoods Job Description: The Houston office of McGuireWoods seeks an Associate to join its Renewable Energy Tax Group. Our lawyers partner with developers, independent power producers, utilities, and infrastructure funds to advance renewable energy projects from conception to completion. Whether navigating regulatory frameworks, structuring transactions, or maximizing the value of critical tax and energy incentives, we deliver practical, business-minded solutions that get deals done and projects constructed. The team guides clients as they seize opportunities in regional energy markets, carbon management and emerging incentive programs.Our streamlined analysis of project platforms provides a systematic approach to conducting diligence on real property, regulatory and project documents. We provide end-to-end support for renewable energy projects nationwide and across all major technologies. McGuireWoods, one of the world's leading law firms, has provided legal solutions to...

McGuireWoods Job Description: The Houston office of McGuireWoods seeks an Associate to join its Renewable Energy Tax Group. Our lawyers partner with developers, independent power producers, utilities, and infrastructure funds to advance renewable energy projects from conception to completion. Whether navigating regulatory frameworks, structuring transactions, or maximizing the value of critical tax and energy incentives, we deliver practical, business-minded solutions that get deals done and projects constructed. The team guides clients as they seize opportunities in regional energy markets, carbon management and emerging incentive programs.Our streamlined analysis of project platforms provides a systematic approach to conducting diligence on real property, regulatory and project documents. We provide end-to-end support for renewable energy projects nationwide and across all major technologies. McGuireWoods, one of the world's leading law firms, has provided legal solutions to...

Lincoln Property Company Position Summary We are seeking a highly skilled accounting and finance professional to oversee joint venture (JV) financial operations for a large-scale real estate investment platform. This role will manage JV-level budgeting, forecasting, cash management, capital accounts, debt compliance, investor reporting, and acquisition/disposition accounting. The ideal candidate will have deep expertise in real estate accounting including investments, strong technical GAAP knowledge, and experience managing complex JV structures. A CPA designation is highly preferred. Key Responsibilities Budgeting, Planning & Forecasting (JV-Level) Prepare Annual Business Plan, Operating Budget, and Capital Budget for investor review and approval. Consolidate property-level budgets into JV-level budgets and perform variance analysis and reforecasting. Cash Management, Treasury & Capital Calls Prepare capital call calculations and issue notices...

Lincoln Property Company Position Summary We are seeking a highly skilled accounting and finance professional to oversee joint venture (JV) financial operations for a large-scale real estate investment platform. This role will manage JV-level budgeting, forecasting, cash management, capital accounts, debt compliance, investor reporting, and acquisition/disposition accounting. The ideal candidate will have deep expertise in real estate accounting, strong technical GAAP knowledge, and experience managing complex JV structures. A CPA designation is highly preferred. Key Responsibilities Budgeting, Planning & Forecasting (JV-Level) Prepare Annual Business Plan, Operating Budget, and Capital Budget for investor review and approval. Consolidate property-level budgets into JV-level budgets and perform variance analysis and reforecasting. Cash Management, Treasury & Capital Calls Prepare capital call calculations and issue notices per JV agreement....