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Fintech • Consulting
Supports the Europe and Asia Pacific legal team with matter management, legal intake, contract and NDA review, employment and corporate matters, compliance, privacy, M&A support, documentation execution, legal operations, reporting, process implementation, and administrative coordination. The role also manages confidential information, organizes legal records, coordinates stakeholders, and supports lawyers across multiple practice areas.
Fintech • Consulting
Manages sales tax advisory engagements, assigns and coaches staff, reviews client reports, prepares proposals, delivers tax seminars, supports service-line development, and handles French-language sales tax reporting and client support. Requires expertise in GST, Quebec Sales Tax, and Provincial Retail Sales Tax, along with bilingual French and English communication. The role includes supervision, client interaction, and up to 25% travel.
Fintech • Consulting
Designs, implements, manages, and supports mission-critical IT infrastructure, systems, servers, storage, backups, disaster recovery, security, and cloud environments. Provides advanced technical support, automation, performance monitoring, systems documentation, compliance auditing, and infrastructure architecture. Collaborates with business units, vendors, developers, and IT staff while delivering projects, maintaining availability, and supporting Microsoft, VMware, networking, Azure, and AWS technologies.
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
Sell the Tax.com cloud tax 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, collaborate with sales development and sales engineering teams, exceed quotas, provide market feedback, and develop referrals and reference accounts.
Fintech • Consulting
Supports clients in identifying and maximizing economic development tax credits and incentives for capital expansion projects. Responsibilities include researching programs and regulations, reviewing client data, calculating benefits, preparing applications and amended returns, drafting filings, coordinating with government agencies, supporting incentive negotiations, and assisting with project planning and deliverables. The role involves limited supervision, client interaction, and minimal travel.
Fintech • Consulting
Leads the Manila-based digital marketing team while supporting hands-on website management, marketing automation, campaign production, QA, analytics, troubleshooting, and operational improvement. Administers Contentful and Salesforce Account Engagement/Pardot, manages website governance, builds emails and landing pages, validates lead workflows, analyzes performance, and coordinates cross-functional delivery. The role also provides coaching, workload management, documentation, off-hours support, and continuous improvement across global digital marketing operations.
Fintech • Consulting
Leads sales and fuels tax recovery engagements for clients by reviewing tax payments, input tax credits, accounting records, and sales tax accounts. Identifies recovery opportunities and exposure areas, researches applicable GST, HST, PST, and QST legislation, prepares refund claims and supporting schedules, and presents comprehensive findings and process improvement recommendations. The role involves onsite client work, proprietary software, technical training, and 20–25% independent travel.
Fintech • Consulting
Executes financial, operational, compliance, IT, and SOX audits; develops risk assessments, audit procedures, process maps, and reports; evaluates internal controls; supervises and reviews staff and third-party work; manages remediation; collaborates with management and independent auditors; and recommends process improvements.
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
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
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
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
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.


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