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45 director client tax reporting operational advisory lead jobs found

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director client tax reporting operational advisory lead
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BU
Director, Client Tax Reporting Operational Advisory Lead
BMO US Chicago, IL, USA
Additional Job Description BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets Mandate: The Director is a senior technical leader responsible for BMO Capital Markets (CM) client tax reporting and withholding obligations. The role works in a highly matrixed organization providing technical tax decisions,...

Feb 16, 2026
BU
Director, Client Tax Reporting Operational Advisory Lead
BMO US New York, NY, USA
Additional Job Description BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets Mandate: The Director is a senior technical leader responsible for BMO Capital Markets (CM) client tax reporting and withholding obligations. The role works in a highly matrixed organization providing technical tax decisions,...

Feb 16, 2026
BU
Part time
 
Director, Client Tax Reporting Operational Advisory Lead
BMO US New York, NY, USA
Additional Job Description BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets Mandate: The Director is a senior technical leader responsible for BMO Capital Markets (CM) client tax reporting and withholding obligations. The role works in a highly matrixed organization providing technical tax decisions,...

Feb 14, 2026
BU
Part time
 
Director, Client Tax Reporting Operational Advisory Lead
BMO US New York, NY, USA
151 W 42nd Street New York New York,10036 Additional Job Description BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #bmocapitalmarkets Mandate: The Director is a senior technical leader responsible for BMO Capital Markets (CM) client tax reporting and withholding obligations. The role works in a highly...

Feb 14, 2026
Wipfli
Procore Implementation Consultant
Wipfli Milwaukee, WI, USA
Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Under the direction of a Manager, or Senior Manager/Director, the Procore Implementation Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions. The ideal candidate will help lead and shape the delivery resources, in accordance with firm policies and procedures. If not leading people or business development efforts, will be focused on expanding technical solutions across Wipfli's footprint. Essential Responsibilities: Lead end-to-end Procore...

Mar 10, 2026
Jv
Full time
 
Global Head, Architecture - S&P Global
Jobs via eFinancialCareers New York, NY, USA
About the Role: Grade Level (for internal use): 15 The Team: The Enterprise Solutions Technology division includes workflow solutions across Lending, Reg & Compliance, Global Markets and Software business. Enterprise Solutions provides industry-leading set of integrated tools, solutions and data services that help our clients make efficient investment decisions, operate with greater efficiency, and provide transparency across their business and to their key stakeholders. Responsibilities & Impact: We are seeking a senior technology leader (Senior Principal Engineer / Chief Architect & Technology Strategy) to partner closely with the Head of Technology for Enterprise Solutions in shaping the technology direction of a complex, regulated financial-services estate. This is a hands-on principal engineer and architect role, not a pure governance or advisory architecture function. The role exists to ensure technology strategy is grounded in engineering reality,...

Mar 11, 2026
Jv
Full time
 
Sustainability Sales Associate, Non-Financial Corporates, Americas - S&P Global
Jobs via eFinancialCareers New York, NY, USA
About the Role: Grade Level (for internal use): 09 The Role: Sustainability Sales Associate, Non-Financial Corporates, Americas The Team: The Sustainability Sales Associate in New York plays a vital role in fostering strong relationships with our clients while expanding our market presence. This role is dedicated to understanding the unique needs of businesses in the region and collaborating within S&P Global Sustainable1 and across other divisions to deliver a comprehensive suite of solutions tailored to their objectives. Additionally, the role actively engages with various market participants to enhance our visibility in the North America market, focusing on companies as clients and as partners in driving innovation. This team will be responsible for defining and executing the sales strategy for North America and directly managing a select portfolio of key accounts. The Impact: Reporting to the Regional Sales Head for Non-Financial Corporates, Americas, in this...

Mar 10, 2026
Jv
Full time
 
Global Head, Architecture
Jobs via eFinancialCareers New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for S&P Global. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. About The Role Grade Level (for internal use): 15 The Team The Enterprise Solutions Technology division includes workflow solutions across Lending, Reg & Compliance, Global Markets and Software business. Enterprise Solutions provides industry-leading set of integrated tools, solutions and data services that help our clients make efficient investment decisions, operate with greater efficiency, and provide transparency across their business and to their key...

Mar 09, 2026
Lensa
Full time
 
Chief Asset & Capital Management Officer
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for City of New York. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Job Description Organization The New York City Housing Authority (NYCHA) is the nation’s oldest and largest public housing authority with more than 177,000 apartments, and responsibility for administering a citywide Section 8 leased housing program that serves over 150,000 additional tenants. NYCHA’s mission is to provide quality housing for New Yorkers that is sustainable, inclusive, and safe, while fostering opportunities for economic mobility. NYCHA’s Asset &...

Mar 09, 2026
RSM US LLP
Full time
 
Financial Consulting Manager - Finance as a Service (Not-for-profit)
RSM US LLP Chicago, IL, USA
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. We are seeking a Manager‑level professional with strong not‑for‑profit accounting experience and the ability to effectively support a diverse portfolio of clients across multiple industries. RSM’s Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Manager level. RSM’s FaaS practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the...

Mar 08, 2026
SM
Full time
 
Executive Director, Strategic Development
Sumitomo Mitsui Banking Corporation New York, NY, USA
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

Mar 08, 2026
Lensa
Full time
 
Sr Tax Manager (Remote)
Lensa Denver, CO, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for GovCIO. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Overview We are seeking an experienced Sr. Tax Manager (Remote) to lead the organization's federal, state, local, and foreign tax compliance activities. This role is responsible for ensuring timely and accurate tax filings, managing audits, and providing strategic tax guidance to internal business partners. The ideal candidate brings strong analytical skills, exceptional attention to detail, and expertise in navigating complex and evolving tax regulations across multiple...

Mar 08, 2026
AC
Full time
 
Controller
Aston Carter North Haven, CT, USA
Hiring for a Controller Location: North Haven, CT (Onsite) Type: Direct Hire Job Summary We are seeking an experienced and results‑driven Controller to lead all aspects of the company’s financial management and accounting operations. This senior leadership role is responsible for ensuring accurate, timely, and transparent financial reporting while partnering closely with the President, CEO, and COO to guide fiscal strategy and support continued growth. The Controller will strengthen internal controls, improve profitability and cash flow, and provide actionable financial insights to support operational excellence. This position is 100% onsite in North Haven, CT and reports directly to the President. Key Responsibilities Accounting & Financial Operations Direct and manage all day‑to‑day accounting functions, including Accounts Payable, Accounts Receivable, Payroll, and General Ledger Ensure timely and accurate monthly, quarterly, and annual financial...

Mar 07, 2026
SM
Full time
 
Executive Director, Strategic Development
Sumitomo Mitsui Banking Corporation New York, NY, USA
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating...

Mar 07, 2026
Lensa
Full time
 
Strategic Director of Operations Finance
Lensa West Hartford, CT, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Legrand NA. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Position Description At a Glance Legrand has an exciting opportunity for a Strategic Director of Operations Finance to join our Finance Team based in West Hartford, CT. This senior-level leader will drive critical cross-functional initiatives to strengthen the operational and financial performance of Legrand North & Central America (LNCA). This is a hybrid strategic role that blends operational finance with hands-on leadership. You will serve as a primary financial liaison...

Mar 06, 2026
Lensa
Full time
 
Chief Strategy Officer
Lensa New York, NY, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for City of New York. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Job Description NYC DOT is seeking a Chief Strategy Officer (CSO), reporting directly to the Commissioner. The selected candidate will oversee policy, innovation, strategic planning, and related functions for the agency, and will work closely with the Commissioner and leadership team to establish the overall strategic vision and direction for DOT. This individual will be responsible for working across the agency to develop and ensure implementation of the agency’s core...

Mar 06, 2026
IG
Director of Finance (Casino/Gaming)
Insight Global Michigan City, IN, USA
Job Description Insight Global's client is actively seeking a dynamic Director of Finance to join their onsite leadership team in Michigan City, IN. This is a high-impact, hands-on leadership role ideal for an experienced accounting or finance professional who is eager to grow into the next phase of their career. The ideal candidate is a motivated, growth-oriented leader with a passion for developing people and building high-performing teams. This role offers clear upward mobility within an organization that values internal advancement and long-term career development. The Director of Finance will play a critical role in shaping financial strategy, optimizing operations, and supporting executive-level decision-making. This position oversees multiple functional areas and manages 6 direct reports. Key Responsibilities: Act as a strategic financial advisor to the General Manager and department leadership. Oversee the preparation of budgets and capital expenditure...

Feb 22, 2026
Ma
Full time
 
Head of Operations, Personal Investing
Manulife Boston, MA, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Manulife. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. The Opportunity The Head of Operations, Personal Investing is a senior executive responsible for the overall operational strategy, execution, and risk management of the firm’s broker-dealer and RIA businesses. This role oversees day-to-day operations, ensures regulatory compliance, drives process efficiency, and partners with executive leadership to support sustainable growth, strong client service, and a robust control environment. The Head of Operations, Personal Investing will...

Feb 22, 2026
Lensa
Full time
 
Chief Financial Officer (CFO)
Lensa Charleston, SC, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for ITC Defense Corp.. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Location: DC Metro, Charleston, SC or Huntsville, AL Position: Chief Financial Officer (CFO) Overview: ITC Defense is seeking a strategic, hands-on CFO to lead our financial operations, ensure rigorous regulatory compliance, and drive fiscal discipline to support our long-term growth. Core Roles & Responsibilities Compliance and Audit Management Ensure all accounting systems, processes, and procedures remain fully compliant with Federal Acquisition Regulations...

Feb 21, 2026
CBRE
Full time
 
Financial Operations Analyst - Bloomington Mn
CBRE Minneapolis, MN, USA
Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for CBRE. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. About The Role As a CBRE Financial Operations Analyst, you will assist with projects, implementations, and training sessions related to process improvements. This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls. Please Note This is hybrid position, 1 working office day per week is required. Core working hours are from 9:00 am - 4:00 pm CST. Starting...

Feb 19, 2026
CR
Hospitality Client Accounting - Senior Associate
CohnReznick Chicago, IL, USA
Opportunity ID 9213 Department Advisory Location(s) Chicago State Illinois Function Advisory Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member...

Feb 18, 2026
Wipfli
Manager, Accounting Advisory - Commercial Real Estate Industry
Wipfli Minneapolis, MN, USA
Overview At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely from anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to...

Feb 18, 2026
Wipfli
Manager, Accounting Advisory - Technology Industry Clients
Wipfli Milwaukee, WI, USA
Overview At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely from anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to...

Feb 18, 2026
Wipfli
Manager, Accounting Advisory - Commercial Real Estate Industry
Wipfli Clayton, MO, USA
Overview At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely from anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to...

Feb 18, 2026
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