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Fintech • Consulting
Provides federal and state income tax compliance services for corporate and partnership clients. Prepares original and amended tax returns, workpapers, estimated payments, and tax analyses; researches tax issues, analyzes financial data, responds to clients and tax agencies, and supports project planning. Requires strong knowledge of multistate taxation, consolidated returns, pass-through entities, unitary reporting, and tax filing methodologies.
Fintech • Consulting
Provides federal and state income tax compliance services for corporate and partnership clients. Prepares original and amended tax returns, estimated payments, workpapers, and tax analyses; researches tax issues; analyzes financial data; responds to clients and tax agencies; and supports project planning. Requires collaboration, independent work, strong organization, and knowledge of multistate, consolidated, pass-through, and unitary tax filings.
Fintech • Consulting
Leads financial reporting and data analytics by developing dashboards, reporting packages, KPI insights, and data workflows. Oversees reporting governance, data quality, warehousing practices, automation, and infrastructure improvements. Manages and mentors analysts while partnering with executives, Finance, IT, and business units to translate complex data into actionable insights. Requires advanced Power BI and SQL skills, Databricks experience, and expertise in data management, reporting, and analytics.
Fintech • Consulting
Designs and governs the organization’s Workday and HRIS architecture, roadmap, configurations, security, workflows, reporting, integrations, and compliance processes. Partners with People, Finance, IT, legal, audit, and other stakeholders to translate business needs into scalable solutions. Leads optimization, testing, release impact analysis, documentation, troubleshooting, vendor and product evaluations, and AI and automation initiatives, including Workday Extend and PRISM.
Fintech • Consulting
Provides tax credit and economic development incentive consulting for clients pursuing domestic capital expansions. Responsibilities include researching state and local incentive programs, evaluating eligibility, reviewing client data, performing tax calculations and Excel modeling, preparing technical memoranda and incentive applications, coordinating with government agencies, and supporting client presentations and negotiations. The role is hybrid in the San Antonio, Texas area with up to 5% travel.
Fintech • Consulting
Identifies and researches economic development credits and incentives, evaluates client eligibility and benefits, prepares calculations, applications, amended returns, filings, and compliance reports, and supports negotiations with state and local governments. The role involves client communication, data reconciliation, incentive research, project coordination, limited employee supervision, and up to 20% independent travel.
Fintech • Consulting
Manages transaction tax compliance and planning, including sales and use tax, unclaimed property, VAT/GST returns, tax reconciliations, exemption certificates, audits, and tax software maintenance. Coordinates with accounting teams, outside CPAs, vendors, and service providers. Requires a hands-on, team-oriented professional with accounting expertise, ERP experience, and strong Microsoft Office skills.
Fintech • Consulting
Manages financial forecasting, annual budgeting, variance analysis, financial modeling, reporting governance, and strategic financial analyses. Supports senior management with performance insights, financial recommendations, board presentations, and analyses of revenue, expenses, capital expenditures, acquisitions, and expansion initiatives. Oversees FP&A reporting tools and processes, may supervise analysts, and drives process improvements and ad hoc reporting.
Fintech • Consulting
Sell the Tax.com SaaS platform to mid-market and enterprise customers. Manage complex sales cycles from prospecting and discovery through closing and onboarding, build relationships with Finance, Tax, IT, and executive stakeholders, exceed quotas, collaborate with sales teams, provide market insights, and develop referrals and reference accounts.
Fintech • Consulting
Develop and support corporate tax workstation products using .NET, C#, Dynamics 365, Power Automate, ASP.NET, and SQL Server. Responsibilities include technical design, coding, testing, troubleshooting, deployment, performance and security improvements, documentation, code reviews, and mentoring developers. The role collaborates with stakeholders and international teams to deliver reliable solutions on schedule.
Fintech • Consulting
Manages credits and incentives consulting projects for corporate clients. Leads a team, researches eligibility, identifies tax savings opportunities, prepares benefit calculations and compliance filings, conducts client and agency presentations, negotiates state and local incentives, performs retroactive credit reviews, supports billing and forecasting, and responds to agency inquiries. Requires travel to client locations and supervision of Credits and Incentives practice employees.
Fintech • Consulting
Supports tax technology consulting engagements, including ERP tax design and implementation across SAP, Oracle, and Microsoft Dynamics 365. Performs requirements gathering, solution design, testing coordination, process analysis, tax engine integrations, e-invoicing and real-time reporting implementation, tax data transformation, reconciliation, and analytics. Collaborates with client tax, finance, technology, vendors, and multidisciplinary teams to deliver digital tax transformation initiatives.
Fintech • Consulting
Prepares federal and state income and franchise tax returns, estimated payments, apportionment schedules, compliance analyses, audit responses, and financial reports. The role researches tax requirements, coordinates with internal financial management, businesses, service providers, and tax professionals, and supports corporate tax compliance. A bachelor’s degree in accounting is required; CPA certification or candidacy and one to two years of tax or public accounting experience are preferred.
Fintech • Consulting
Senior Consultant advising historic building owners, architects, engineers, contractors, and regulators through historic preservation certification and tax credit applications. Responsibilities include reviewing architectural plans, preparing regulatory filings and amendments, ensuring compliance with federal and state preservation standards, conducting research, advising clients, supporting business development, and supervising consultants. The role requires strong technical writing, preservation expertise, Adobe Creative Cloud proficiency, a valid driver’s license, and 30–50% independent travel.
Fintech • Consulting
Architects, designs, manages, and supports enterprise network, telecommunications, video, and infrastructure systems. Responsibilities include network architecture, firewalls, routing, switching, wireless, load balancing, security, disaster recovery, vendor management, troubleshooting, infrastructure projects, compliance, third-level support, documentation, and technical training. The role also performs rotational on-call duties and serves as the network team’s highest technical resource.
Fintech • Consulting
Supports clients in identifying and maximizing tax credits, economic development incentives, and other financial assistance. Responsibilities include researching state and local programs, analyzing client data, calculating incentive benefits, preparing applications and amended returns, drafting filings, coordinating with government agencies, and assisting with incentive negotiations. The role also involves project planning, client communication, presentations, and limited employee supervision.
Fintech • Consulting
Manage Business Rates payments for client property portfolios, reviewing bills, identifying errors and savings opportunities, processing payments, reconciling accounts, maintaining audit-ready records, resolving queries, and supporting reports, appeals, relief applications, and process improvements. The role requires collaboration with clients, local authorities, surveyors, analysts, and finance professionals while ensuring compliance with statutory deadlines, GDPR, and company policies.
Fintech • Consulting
Leads Ryan Legal Services’ tax law practice, overseeing legal operations, licensing, ethical compliance, client representation, tax appeals, co-counsel, staffing, training, and supervision of attorneys and paralegals. Provides tax legal analysis and advice, manages client engagement agreements, supports marketing initiatives, and ensures compliance with Arizona legal and professional requirements.
Fintech • Consulting
Conducts VAT reviews, recovery audits, and transaction analyses to identify incorrect payments, duplicate transactions, unused credit notes, and compliance issues. Advises clients on VAT regulations, legislation, and corrective solutions while analyzing data to improve cost efficiency and ledger accuracy. Collaborates with finance, legal, and tax teams and communicates regulatory changes and recommendations to clients.
Fintech • Consulting
Owns the enterprise Configuration Management operating model and CMDB governance, ensuring data accuracy, completeness, lifecycle control, and operational reliability. Designs processes, standards, ownership models, dashboards, and governance cadences; coordinates remediation with technology and service teams; supports Incident, Problem, and Change Management; partners with Ivanti administrators; and maintains audit readiness. This senior individual contributor role may later manage Configuration Analysts.



