Tax Operations AVP Job at Barclays (Whippany)

Avp - Custody Operations (Tax Operations Specialist)

Lead corporate action taxation within Brazil Tax Operations (Custody), ensuring ...

Location

Brazil , São Paulo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 5 years of experience
Knowledge of tax regulations/regulatory reporting/custody operations relevant to the business scope
Demonstrated ability to manage complex, high-risk, and time-sensitive processes
Strong data analysis and reconciliation skills
Ability to anticipate vulnerabilities and implement effective mitigation strategies
Excellent communication and stakeholder management skills across all seniority levels
Strong organizational and coordination capabilities with the ability to orchestrate multiple parties
Problem-solving mindset with attention to detail and accountability
Ability to drive initiatives, influence outcomes, and operate in a fast-paced environment
Bachelor's degree or equivalent experience

Job Responsibility

Manage tax calculations related to corporate events ensuring alignment with relevant internal stakeholders
Orchestrate the respective tax operational processes for corporate action events, ensuring accurate classification and tax treatment
Review and validate event characteristics / Tax component with Product, and Corporate Tax
Monitor processing performance, ensuring alignment with Technology and resolution of system constraints or defects
Partner with Technology teams to ensure system capability, performance monitoring, and defect resolution
Establish and promote a robust risk management and tax compliance culture within the team, implementing preventive and detective controls
Identify, assess, and mitigate operational and regulatory risks across tax processes
Proactively conduct root cause analysis for incidents and implement sustainable solutions
Ensure strict adherence to local regulations, internal controls, and audit requirements concerning to the activities in-scope
Develop and implement effective strategies for managing exceptions and classification discrepancies, coordinating with global teams for resolution and standardization

Fulltime

Tax AVP

Join Barclays as a Tax AVP, where you will play a critical role in preparing and...

Location

United States , New York

Salary:

100000.00 - 150000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Degree in Accounting with advanced study in tax accounting
Experience preparing income tax compliance including federal and state tax returns, extensions, and estimate payments
Experience preparing income tax provisions under ASC 740, including reconciliation and validation of effective tax rates, current tax payables, and deferred tax assets, while supporting FIN 48 and valuation allowance analyses, tax research, audits, and internal controls.

Job Responsibility

Preparation or review of relevant tax returns in accordance with applicable tax law and agreeing compliance positions with the tax authorities
Preparation or review of tax accounting calculations and disclosures in accordance with applicable accounting standards for group forecasting, reporting and stress testing
Provision of technical insight, analysis and conclusions on a variety of tax technical areas to determine appropriate tax treatment
Analysis of relevant developments in tax law to ensure the impact on Barclays is understood and appropriately managed
Design and operation of tax process controls to ensure tax risk is appropriately managed and tax treatments can be supported
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function
Consult on complex issues
providing advice to People Leaders to support the resolution of escalated issues
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Focused on fitness
Caring for your health
Great places to eat

Fulltime

Avp Investment Portfolio Manager

Oversee and manage outsourced investment mandates for Sammons Financial Group As...

Location

United States , West Des Moines; Chicago

Salary:

160449.00 - 267415.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance or related field preferred
Minimum 10 years' of institutional investment, credit market, portfolio management, external manager oversight, insurance asset management, manager research, outsourced chief investment officer (OCIO), investment consulting, or related experience required
Experience conducting investment manager due diligence, performance oversight, and portfolio risk analysis required
Strong knowledge of fixed income markets, corporate credit analysis, portfolio risk management, benchmark-relative performance, and institutional investment governance required
Experience collaborating across investment, finance, risk, accounting, actuarial, legal, compliance, tax, operations, or other cross-functional teams required
Insurance general account investment experience preferred
Experience with statutory accounting, NAIC designations, RBC capital considerations, asset liability management (ALM), private credit, structured products, commercial mortgage loans, alternatives, or limited partnerships preferred
Experience presenting portfolio assessments and investment recommendations to leadership or governance forums preferred
Strong understanding of fixed income markets, corporate credit analysis, portfolio risk oversight, and insurance investment considerations
Strong quantitative and qualitative analytical skills, including ability to synthesize large amounts of investment data into actionable recommendations

Job Responsibility

Oversee and manage outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM), in partnership with SFGAM leadership
Lead day-to-day oversight of third-party asset managers across assigned mandates, including proactive manager dialogue, performance evaluation, portfolio risk assessment, and escalation of material risks
Partner with internal stakeholders and external managers to help ensure portfolios are managed consistent with investment objectives, liability considerations, regulatory expectations, capital efficiency targets, and enterprise risk tolerances
Utilize a strong understanding of fixed income markets, corporate credit analysis, insurance investment considerations, and manager-of-managers governance to support disciplined portfolio oversight and investment decision-making
Oversee third-party asset managers for assigned mandates, including recurring communication, performance evaluation, guideline monitoring, and assessment of manager capabilities, portfolio positioning, and credit risk exposures
Evaluate aggregate exposures across managers, entities, portfolios, and asset classes, including sector, issuer, rating, duration, liquidity, spread, structured credit, private asset, and concentration risks
Lead manager due diligence, benchmark-relative performance analysis, watch-list monitoring, and escalation of performance, organizational, operational, or risk management concerns
Partner with SFGAM leadership on portfolio recommendations, allocation adjustments, guideline modifications, new money deployment, and remediation actions for assigned mandates
Incorporate insurance investment considerations, including National Association of Insurance Commissioners (NAIC) designations, statutory accounting, Risk Based Capital (RBC) capital treatment, liquidity needs, and liability-aware portfolio construction, into portfolio analysis and recommendations
Prepare and present manager reviews, portfolio risk assessments, performance attribution, and investment recommendations to investment leadership and governance forums

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Avp Finance

Robert Half is looking for an accomplished AVP Finance to oversee core accountin...

Location

United States , Voorhees

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

8+ years current non-profit experience
4+ years management experience
Extensive experience working with, and advanced skills working in, Microsoft Excel
Experience with Blackbaud Financial and/or MS Dynamics NAV
Strong analytical and problem-solving skills with attention to detail
Exceptional communication and interpersonal skills to effectively collaborate with internal and external stakeholders
Bachelor's degree or equivalent combination of education. CPA preferred.

Job Responsibility

Partner with executive leaders and business managers to build financial forecasts, prepare program budgets, and support long-range planning initiatives
Direct daily finance operations across accounting, accounts payable, accounts receivable, and payroll to ensure accuracy, compliance, and timely execution
Lead the preparation of audit schedules and supporting records, working closely with external auditors to facilitate efficient and well-documented annual audits
Coordinate the completion of annual tax filings by organizing required financial information and serving as a key liaison with audit and tax partners
Develop operating budgets and collaborate with managers and finance staff to monitor spending in alignment with agency guidelines and cost principles
Oversee finance-related reporting tools and software enhancements that improve workflow efficiency, and provide regular progress updates to the Chief Financial Officer
Build and maintain cash flow forecasting models and reporting methods that safeguard minimum liquidity levels needed for ongoing operations
Provide financial guidance on contracts and business agreements by assessing fiscal impact, risk, and alignment with organizational objectives.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Credit Risk Senior Analyst (AVP)

The Credit Risk Officer is a strategic professional who stays abreast of develop...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years previous credit authority experience
Prior experience working in a regulatory and compliance policy environment
Advanced English communication skills (spoken) required
Proven analytical skills including the ability to understand and assess individual and company financial statements, cash flow, industry/competitive analysis and projections
including complicated business structures with foreign subsidiaries and/or parent organizations
Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Effective inter-personal and written/verbal communication skills
Thorough problem recognition and resolution skills
Pro-active disposition with ability to work autonomously and within a team

Job Responsibility

Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision
Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information
Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements
Perform industry and geographical research and other due diligence as needed
Maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization
Maintain compliance with Citibank credit policies/practices and regulatory policies, to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors
Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels
Work with management team on prioritization and implementation of approved actions
Provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor lower level Credit Officers as needed

Fulltime

Negotiator, Global Contract Services - AVP

Join the Legal team to protect Barclays, its employees, and its brands while ens...

Location

India , Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Bachelor’s or master’s degree in law
Strong legal analytical and drafting skills, communication, time management and organizational skills
Expertise in negotiation of financial markets contracts such as the ISDA Master Agreements (including IM and VM credit support annexes), GMRA, MRA, GMSLA, MSFTA, FXPB, Equities Prime Brokerage suite
Strong grasp of industry netting & collateral opinions, regulatory requirements and jurisdictional nuances, e.g. IM /VM requirements under various regulatory regimes
Ability to expertly manage a negotiations portfolio, support team members in managing client negotiations, perform supervisory checks for the team highlight gaps in approvals obtained, drafting, processes or interaction between systems used in the process
Ability to assess documentation templates, current processes, systems or approvals and provide workable solutions/alternatives, whether to stakeholders or within the team
Experience in managing projects within a clearly defined framework with an emphasis on strong commercial management alongside quality and timely legal deliverables
Strong communication, time management and organizational skills with a risk & controls mindset
Openness to flexible work hours

Job Responsibility

Drafting, negotiating and executing master and collateral agreements and ancillary documentation (e.g., ISDAs, GMRAs, GMSLAs, Futures Agreements) for our global Markets client-facing franchise
Conduct diligence, negotiate with clients directly and engage extensively with internal stakeholders such as credit risk, sales and trading, collateral management, treasury, tax and client onboarding
Development and implementation of best practice legal strategies for risk management and compliance
Legal advice and support to the bank's country coverage teams on a wide range of legal issues, including regulatory compliance, risk management, project management and transactional matters
Representation of the bank in legal proceedings related to its operations in the country or region, such as litigation, arbitration, and regulatory investigations
Creation and review of legal documents such as loan agreements, security documents, and other financing documents to ensure compliance with applicable laws and regulations
Legal research and analysis to stay up to date on changes in laws and regulations that may impact the bank's operations in the country or region
Developing and delivering training programmes to educate employees on legal and regulatory requirements related to the bank's operations in the country or region
Pro-active identification, communication, and provision of legal advice on applicable laws, rules and regulations (LRRs). Keeping up to date with regards to changes to LRRs in the relevant coverage area. Ensuring that LRRs are effectively allocated to, and adequately reflected within, the relevant policies, standards and controls

What we offer

Hybrid working
Structured approach to hybrid working with fixed, ‘anchor’, days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements

Fulltime

Accountant

We are seeking a detail-oriented Accountant to support daily accounting operatio...

Location

United States , Miami

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field
2+ years of accounting experience
Knowledge of general accounting principles and financial reporting
Experience with general ledger, reconciliations, and close processes
Proficiency in Microsoft Excel and accounting software or ERP systems
Strong attention to detail, organization, and problem-solving skills
Ability to work independently and collaboratively in a team environment
Strong written and verbal communication skills

Job Responsibility

Prepare and record journal entries, accruals, and adjustments
Maintain and reconcile general ledger accounts
Perform monthly bank and account reconciliations
Assist with month-end, quarter-end, and year-end close
Prepare financial statements, reports, and supporting schedules
Analyze account activity and investigate discrepancies
Support accounts payable, accounts receivable, and payroll processes as needed
Help ensure compliance with company policies, internal controls, and accounting standards
Assist with audits by preparing documentation and responding to requests
Contribute to budgeting, forecasting, and variance analysis

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan

Fulltime

Critical Environment Technician Manager

In alignment with our Microsoft values, we are committed to cultivating an inclu...

Location

United States , Mount Pleasant

Salary:

75400.00 - 167900.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent AND 3+ years mission critical services work/applied learning experience (e.g., high availability assembly/manufacturing/critical infrastructure environments such as data centers, oil and gas refineries, hospitals, pharmaceutical, manufacturing, or related fields) OR equivalent experience
Ability to work shifts, including shift assignments during non-standard business hours that may include evening, nighttime, weekends, and/or holidays
Ability to meet Microsoft, customer and/or government security screening requirements are required for this role
High School Diploma, GED, or equivalent AND 6+ years mission critical services experience OR Associate's Degree or technical trade certification (e.g., military, trade school), or higher-equivalent education AND 5+ years mission-critical services experience OR equivalent experience
1+ year(s) people management experience
1+ year(s) experience in a specialized area (e.g., mechanical field, electrical field, controls field) or related field

Job Responsibility

People Management: Managers deliver success through empowerment and accountability by modeling, coaching, and caring. Model - Live our culture
Embody our values
Practice our leadership principles. Coach - Define team objectives and outcomes
Enable success across boundaries
Help the team adapt and learn. Care - Attract and retain great people
Know each individual’s capabilities and aspirations
Invest in the growth of others
Equipment and Systems Operations: Serve as an operations specialist one or more major area of operations (e.g., electrical, mechanical, controls, generators, and work on advanced tasks independently. Oversee and coach team with the inspection of critical environment-related facility equipment (e.g., controls, heating, ventilation, and air conditioning [HVAC], mechanical systems), building, and grounds regularly for unsafe or abnormal conditions to develop and analyze trends. Monitor performance of maintenance and operations utilizing telemetry, control systems, and other platforms and is able to identify all alarms. Utilize internal computerized maintenance management system (CMMS) to track all equipment assets and to complete work order requests for maintenance work and generate reporting to identify outstanding and ongoing work orders. Safely and quickly respond to and lead an onsite incident response team for all abnormal conditions that impact operations and coordinate with other critical facilities professionals to perform corrective repairs. Enhances, develops new, or follows preexisting emergency operating procedures (EOPs), methods of procedure (MOPs), and standard operating procedures (SOPs) in relation to incidents. Gathers necessary information and creates incident timelines/data, root-cause analyses, and/or action items following an abnormal condition
Equipment and Systems Maintenance: Guide, oversee, and perform various types of maintenance (e.g., planned, predictive, corrective) and repairs following methods of procedure (MOPs), and standard operating procedures (SOPs) for one or more disciplines and one or more types of equipment (e.g., electrical, mechanical, cooling systems) and escalate when appropriate. Serve as a subject matter expert for one type of equipment and oversee everyday tasks and troubleshooting within their area of expertise. Have a hands-on understanding of how equipment works within disciplines they have been trained and how to troubleshoot equipment, systems, subsystems, and components independently within their trained discipline(s). Provide and/or assign team to provide necessary escort to third-party contractors, sub contractors, vendors, and service providers on site for all severity leveled procedures. Coordinate and schedule supplier/vendor on-site activities and recognizes circumstances when to stop supplier work to address potential and/or identified concerns. Take part in getting third-party work underway (e.g., making sure systems are properly energized/deenergized), ensuring the work is started and completed in a safe manner in accordance with standard practices, procedures, federal/local legislation, and municipal codes. Advises junior colleagues on inspection and supervision issues. Provides consultation to lower-level colleagues in troubleshooting systems and problems
Critical Environment Culture: Understands, follows, ensures, and coaches team on safety and security requirements (e.g., job hazard assessments [JHAs], toolbox talks), and business processes and procedures to properly perform work in a safe, quality, and reliable manner in accordance with applicable federal, state, local, and Microsoft requirements. Proactively ensures safety and security requirements are followed and met for the work of themselves and others. Maintain safe working conditions and escalate immediately when unsafe working conditions are observed. Assesses and identifies appropriate resources and equipment necessary to fully support environmental health and safety (EH&S) objectives. Participates in required meetings, trainings, and necessary handoffs

What we offer

Benefits and other compensation (details at https://careers.microsoft.com/us/en/us-corporate-pay)

Fulltime

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Tax Operations AVP

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