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Business Manager, Strategy (Remote-Eligible)This position is in the Strategy team of the newly formed SIBC&amp;P (Software, International, Business Cards &amp; Payments) division at Capital One. The candidate will work closely with leadership in each line of business to solve some of our toughest challenges and develop delightful experiences for our millions of customers. Projects focus primarily on formulating enduring and profitable growth and value enhancement strategies, while working within the business to ensure follow through.Summary: As a Business Manager at Capital One, you will apply your strategic and analytical skills to major company challenges. You'll team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you will do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation. General Responsibilities: <ul> <li>Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands </li> <li>Product: Develop and implement new product and pricing strategies for various lending products; lead product level modeling/analytics </li> <li>Marketing: Lead direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go-to-market strategies </li> <li>Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis </li> </ul><ul> <li>Execution: Manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently </li> <li>Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability </li> <li>Strategic &amp; analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing &amp; credit risk management </li> <li>Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business </li> <li>Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills </li> <li>Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment </li> <li>Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus </li> </ul>BasicQualifications: <ul> <li>Bachelor’s Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering) </li> <li>At least 2 years of experience in analysis </li> </ul>Preferred Qualifications: <ul><li>Master’s Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering </li></ul><ul> <li>5+ years of experience in analysis </li> <li>2+ years of experience in financial services </li> <li>1+ year of experience in consulting </li> </ul>Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.Remote (Regardless of Location): $144,000 - $164,400 for Business Manager McLean, VA: $158,400 - $180,800 for Business Manager New York, NY: $172,800 - $197,200 for Business Manager San Francisco, CA: $172,800 - $197,200 for Business Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the <a href="https://www.capitalonecareers.com/benefits" target="_blank">Capital One Careers website</a>. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at <a href="#">RecruitingAccommodation@capitalone.com</a>. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to <a href="#">Careers@capitalone.com</a>Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Capital One

Business Manager, Strategy (Remote-Eligible)

<h2>WHO WE ARE</h2> Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. <h2>WHAT WE’RE LOOKING FOR</h2> We are seeking individuals with a strong drive for success, a passion for continuous learning and growth, and the ability to consistently deliver exceptional results to fill the role of Account Manager. The Account Manager manages the client relationships and strategically assists with technical and complex insurance needs to ensure a high level of client retention. They have full binding authority with various insurance companies and remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. <h2>WHAT YOU'LL BE DOING</h2> <ul> <li>Serves as main point of contact for the client. </li> <li>Assists with the strategic design of insurance plans for clients.</li> <li>Acts as field underwriter and authorized representative of the insurance carriers in order to determine whether or not coverage should be bound. Binds coverage as appropriate.</li> <li>Strategically assists in the remarketing of renewals to ensure a high level of account retention.</li> <li>Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. </li> <li>Prepares summaries of insurance and schedules. Supports client needs by accurately producing binders, certificates, policies, endorsements and other related items. </li> <li>Assures policies are accurate and renewed in a timely manner.</li> <li>Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. </li> <li>Reviews policy audits and verifies their accuracy. </li> <li>Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.</li> <li>Stays abreast of industry information, new products, legislation, coverage and technology.</li> <li>Recommends process improvements as needed.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Other duties and projects as assigned.</li> </ul> <h2>WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE</h2> <ul> <li>A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals that have insurance designations (e.g. CISR, CIC, CPCU).</li> <li>College degree preferred. </li> <li>3-5 years’ account management experience in the insurance industry in personal lines of coverage is required.</li> <li>In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs. Personal Lines experience, helpful.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. </li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> </ul> <h2>WHY CHOOSE RELATION?</h2> <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> <li>Paid training and continuing education to obtain/maintain your insurance license.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$65,000.00 - $70,000.00

Relation Insurance

Senior Account Manager, High Net Worth - Personal Lines

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe High Net Worth Personal Lines Account Executive manages and develops the overall strategy of the insurance portfolios for high-net-worth clients. The individual in this position must have a deep understanding of personal insurance products tailored to affluent clients, exceptional customer service skills, and the ability to manage complex and high-value assets. The Account Executive is responsible for providing accurate and responsive management on more complex accounts, while providing guidance and mentorship in a team environment. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.A GLIMPSE INTO YOUR DAY<ul> <li>Serves as a client advocate and primary point of contact, managing and maintaining relationships with high-net-worth clients.</li> <li>Achieves new business sales goals and client retention goals as assigned by developing professional relationships and understanding of the client’s core needs. </li> <li>Assesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.</li> <li>Provides personalized risk management advice, helping clients mitigate risks and avoid potential liabilities. Analyzes accounts based on risk characteristics and exposure.</li> <li>Handles policy renewals, endorsements, and changes in coverage, ensuring that clients’ assets are always adequately protected. Strategically remarkets renewals to maintain high account retention.</li> <li>Prepares proposals, loss evaluations, and risk analyses for accurate quotations.</li> <li>Reviews cancellation requests, determining reasons and attempts to retain client accounts while maintaining the company’s financial integrity.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Assists clients with claims, working closely with carriers to ensure prompt and fair resolution.</li> <li>Negotiates terms and pricing with insurance carriers to provide clients with the best coverage options.</li> <li>Conducts regular portfolio reviews with clients to ensure their coverage is aligned with their changing needs and lifestyle.</li> <li>Stays current on market trends, regulatory changes, and emerging risks specific to high-net-worth individuals.</li> <li>Ensures compliance with company policies, industry standards, and regulatory requirements.</li> <li>May manage and direct the work of others.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.</li> <li>High School Diploma or equivalent required. Four-year degree in Business, Finance, or related field preferred.</li> <li>Minimum 7 years’ experience in personal lines insurance, with a focus on high-net-worth clients.</li> <li>Comprehensive knowledge of personal insurance products, especially for high-net-worth individuals and families.</li> <li>Experience managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.</li> <li>Experience with complex insurance products, risk management strategies, and claims handling.</li> <li>Strong analytical and mathematical skills.</li> <li>Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of all aspects of personal lines of coverage with the ability to advise clients concerning their complex insurance needs.</li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> <li>Self-managed and responsible for project and time management.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$54,000.00 - $120,000.00

Account Executive, High Net Worth - Personal Lines

Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.At Airtable, we are passionate about our platform’s ability to democratize software creation and empower anyone to “create anything.” As a Technical Account Manager, you’ll leverage your product and technical expertise to help our most strategic customers maximize their value from Airtable’s platform. Partnering closely with our Customer Success, Sales, and Services teams, you’ll help clients feel confident with their Airtable implementations and build scalable solutions. You’ll also work closely with our product and engineering teams to expand our platform capabilities based on market feedback. This is a unique opportunity to serve as an early member of the TAM team, shaping our client support model as we grow the team and define our playbook. <h1>What you'll do</h1> <ul> <li>Serve as a dedicated resource to strategic customers and their key Airtable builders, accelerating their time to value as they launch new solutions and entrench existing use cases </li> <li>Partner with our Customer Success and Sales teams to identify opportunities to increase Airtable’s value to strategic customers and create a world class customer experience</li> <li>Build working knowledge of customers’ complex workflows and ecosystems in order to design proactive/tailored solutions</li> <li>Host regular sessions with customer contacts to provide hands-on support for Airtable challenges and aid in building new functionality in their bases</li> <li>Review support cases to identify trends and present holistic solutions</li> <li>Complete in-depth reviews of customers’ implementations to provide insights and strategic recommendations for future improvements</li> <li>Provide at-the-ready support for customers’ critical events, such as major releases or seasonal launches</li> <li>Manage escalations with the Engineering team, serving as the customer’s advocate and liaison </li> <li>Identify and share our most valuable use cases and user stories to our Engineering and Customer Engagement teams to inform the product roadmap</li> <li>Develop processes and workflows that allow us to scale a best-in-class Premium Support program</li> </ul> <h1>Who you are</h1> <ul> <li>You have 3+ years of experience in a support, technical account management or consulting role in a SaaS environment, ideally in the data visualization or productivity space</li> <li>You demonstrate excellent communication skills, and are equally comfortable presenting to individual contributor stakeholders and VP-Level decision makers </li> <li>You grasp the fundamentals of database design and are passionate about creating unique solutions to complex business problems</li> <li>You have a history of managing multiple assignments simultaneously, can work independently to drive projects to completion with a high level of attention to detail</li> <li>You have experience supporting critical processes for major Enterprise customers</li> <li>You have a keen technical mind, and are comfortable discussing how customers can leverage APIs or custom code</li> <li>You have a proactive, empathetic, and consultative partnership style</li> </ul> Airtable is an equal opportunity employer. We embrace diversity and strive to create a workplace where everyone has an equal opportunity to thrive. We welcome people of different backgrounds, experiences, abilities, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any characteristic protected by applicable federal and state laws, regulations and ordinances. Learn more about your <a href="https://drive.google.com/file/d/1jAj2by1bto5g8Xqn9hWNAwPOMGNd_fM6/view?usp=sharing" target="_blank">EEO rights as an applicant</a>. VEVRAA-Federal Contractor If you have a medical condition, disability, or religious belief/practice which inhibits your ability to participate in any part of the application or interview process, please complete our <a href="https://airtable.com/shrq13fCV8h1sx2t8" target="_blank">Accommodations Request Form</a> and let us know how we may assist you. Airtable is committed to participating in the interactive process and providing reasonable accommodations to qualified applicants. Compensation awarded to successful candidates will vary based on their work location, relevant skills, and experience. Our total compensation package also includes the opportunity to receive benefits, restricted stock units, and may include incentive compensation. To learn more about our comprehensive benefit offerings, please check out <a href="https://airtable.com/careers/life-at-airtable" target="_blank">Life at Airtable</a>. For work locations in the San Francisco Bay Area, Seattle, Los Angeles, and New York, the on-target earnings range for this role is: $170,000—$221,500 USD For all other work locations (including remote), the on-target earnings range for this role is: $153,000—$199,300 USD Please see our Privacy Notice for details regarding Airtable’s collection and use of personal information relating to the application and recruitment process by clicking <a href="https://www.airtable.com/company/personnel-privacy-notice" target="_blank">here</a>.

Airtable

Technical Account Manager

<h3> Position Summary </h3> CPQ Consultant Customer is creating a new model for a new age-we’re an agency and a consultancy. Understanding the digital space and preparing for what’s next is at our core. We help clients reimagine how profits are made, how relationships are created and managed; we reshape how work gets done, and rewire the competitive fabric of entire industries. That’s the power of driving disruption. That’s Customer. Work you’ll do As a Consultant at Deloitte works within an engagement team and is responsible for identifying business requirements, requirements management, functional design, user story development, prototyping, process design (including scenario design, flow mapping), testing, training, defining support procedures, leading work streams and supporting implementations. Recruiting for this role ends on 4/1/2025. The Team The Sales and Service team focuses on designing and implementing sales and service experiences, capabilities, and architectures to bring customer strategies to life. Our ambition is to be the best in the world at driving customer transformation through the development of clever commercial strategies, distinctive experiences, and the application of digital technologies. We help make the “creative digital consultancy” real and in doing so, make new markets. Professionals will serve our clients through the following types of work: <ul> <li>Customer Operations | enables different capabilities throughout Lead to Fulfillment life cycle, we are closely aligned in assisting clients in providing a high-quality customer experience and executing efficient processes</li> <li>Sales Excellence &amp; Service Excellence | Integrate the latest technologies with leading-edge strategies, insights, experiences, and talent to enable outstanding customer service</li> <li>Salesforce | Deloitte unleashes the powerful Salesforce platform for our clients to drive the best possible outcomes and redefine engagement. We innovate like never before by creatively using technology to help enhance digital customer and employee experiences for our clients</li> </ul> Required Qualifications <ul> <li>A Bachelor’s degree</li> <li>Three plus years consulting and/or Lead to- Cash (CPQ/ CLM) implementation experience</li> <li>At least four full-lifecycle CPQ projects, with strong implementation expertise in at least two of the following technologies: Conga CPQ and CLM, Salesforce CPQ &amp; billing, Vlocity CPQ</li> </ul> <ul> <li>Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve.</li> <li>Limited immigration sponsorship may be available</li> </ul> Preferred <ul> <li>Salesforce or Apttus CPQ certified</li> </ul> <ul> <li>An advanced degree in the area of specialization</li> <li>Experience defining systems strategy, road-map, developing process flow diagrams, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions.</li> <li>Experience implementing other CRM platforms (SAP CRM, Oracle, Salesforce.com, Microsoft Dynamics, etc.) or CPQ/CLM technologies (Oracle, Salesforce, Conga, , etc.)</li> <li>Strong problem solving and troubleshooting skills with the ability to exercise mature judgment</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,875 to $163,125. #Customer_US #SS_US How you’ll grow At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. <a href="https://zoomforth.com/s/deloitte/du#home" target="_blank">Explore Deloitte University, The Leadership Center.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=top_life-at-deloitte" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Deloitte’s culture Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. <a href="http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=top_life-at-deloitte" target="_blank">Learn more about Life at Deloitte.</a> Corporate citizenship Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. <a href="http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html" target="_blank">Learn more about Deloitte’s impact on the world.</a> Recruiter tips We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you’re applying to. <a href="http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte professionals.</a> Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte

Salesforce CPQ Consultant

<h3> Position Summary </h3> Configure, Price, Quote (CPQ) Manager Customer &amp; Marketing is creating a new model for a new age-we are an agency and a consultancy. Understanding the digital space and preparing for what’s next is at our core. We help clients reimagine how profits are made, how relationships are created and managed; we reshape how work gets done, and rewire the competitive fabric of entire industries. That’s the power of driving disruption. That’s Customer &amp; Marketing. Recruiting for this role ends on June 28, 2024. Work you’ll do <ul> <li> Client Management: Manage day to day interactions with senior clients and sponsors.</li> <li> Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, process flow mapping), user story development, prototyping, testing, data migration, preparation for cutover, cutover, training, and defining support procedures.</li> <li> Business Development: Develop and maintain contact with top decision makers at key clients; organize and help drive pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal scope and pricing strategies.</li> <li> People Development: Perform the role of a resource coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices.</li> </ul> The team Digital Customer offering focuses on designing and implementing sales, service and revenue experiences, capabilities, and architectures to bring customer strategies to life. The ambition is to be the best in the world at driving customer transformation through the development of clever commercial strategies, distinctive experiences, and the application of digital technologies. We help make the “creative digital consultancy” real and in doing so, make new markets Professionals will serve our clients through the following types of work: <ul> <li>Modernizing, deploying, and operating capabilities and business processes across sales operations, lead-to-cash, and revenue management teams</li> <li>Integrating the latest customer enabling technologies with leading-edge strategies, insights, experiences, and talent to enable outstanding sales and customer service experiences.</li> <li>Unleashing the powerful of the Salesforce platform for our clients to drive the best possible outcomes and redefine engagement. We innovate like never before by creatively using technology to help enhance digital customer and employee experiences for our clients.</li> </ul> Qualifications Consultants in the Lead to Cash (CPQ/ CLM) capability within the Deloitte Digital practice are required to have: Required <ul> <li>Eight+ years consulting and/or Lead to- Cash (CPQ/ CLM/Billing) implementation experience.</li> <li>Experience managing at least three to five large-scale full-life cycle implementations of Lead to Cash (CPQ/ CLM) solutions, including ownership of the technical solution, management of the overall team and ownership and management of project financials.</li> <li>Experience in onsite functional-technical roles on at least four full-lifecycle Lead-to-Cash projects, with strong implementation expertise in at least two of the following technologies: Salesforce CPQ and Billing, Vlocity CPQ, Pros and PriceFX, or Oracle CPQ</li> <li>Deep understanding of the Lead-To-Cash business process (Lead, Opportunity, Quote, Contract, Order, Billing, Revenue Recognition) and supporting technologies</li> <li>Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve. </li> <li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.</li> <li>A Bachelor’s degree</li> <li>Limited immigration sponsorship may be available</li> </ul> Preferred <ul> <li>Master’s/advanced degree in the area of specialization</li> <li>Desire to learn additional in-demand CPQ/CLM platforms. </li> <li>Experience defining systems strategy, roadmap, developing process flow diagrams, developing systems requirements, user stories, sprint roadmaps, designing and prototyping, data migration, cutover prep, cutover, testing, training, defining support procedures, and implementing practical business solutions.</li> <li>Experience carrying a business development quota for consulting work, ramping up pursuit teams and leading business development pursuits end-to-end.</li> <li>Salesforce Sales, CPQ and Service certified, Apttus CPQ certified, Vlocity Certified</li> <li>Ability to work independently and manage multiple task assignments.</li> <li>Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)</li> <li>Experience implementing other CRM platforms (SAP CRM, Oracle, Salesforce.com, Microsoft Dynamics, etc.) or CPQ/CLM technologies (Pros, PriceFX) and experience with other emerging Lead-To-Cash tools: RightRev, LogikIO</li> <li>Proficient in all phases of the Application Development Lifecycle</li> <li>Strong technical project management and/or leadership skills</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $131,000 to $268,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Job requisition code: 181250 Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Salesforce CPQ Manager

<h3> Position Summary </h3> Sales Performance Management Senior Consultant Are you passionate about helping clients solve complex challenges and supporting them through critical transformations? As a member of our Digital Customer practice, you will design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life. Would you like to work for an organization committed to your professional development and personal success? Deloitte offers an award-winning culture that supports our employees’ development of their personal brand through learning opportunities, professional experiences, inclusion, collaboration and personal well-being. Recruiting for this role ends on June 28, 2024. Work you’ll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: <ul> <li>Help companies maximize the return for their digital sales enablement and sales operations infrastructure investment</li> <li>Work with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools</li> <li>Offer end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support</li> <li>Act in a mentoring capacity to support the career development of other colleagues</li> <li>Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc.</li> <li>Contribute to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting</li> </ul> Qualifications Required: <ul> <li>Bachelor’s Degree (BS or BA)</li> <li>A broad-based and business-oriented understanding of sales planning and/or sales compensation issues</li> <li>5+ years' experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience</li> <li>Experience preparing for and leading Discovery workshops to document and validate detailed user stories</li> <li>At least 2+ years' experience designing and configuring solutions in Anaplan, Varicent, or SAP Commissions</li> <li>Ability to travel at least 25% of the time on average based on the work you do and the clients and industry/ sectors you serve </li> <li>Limited immigration sponsorship may be available </li> </ul> Preferred: <ul> <li>Advanced degree in related specialization area</li> <li>Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint, MS Word, MS Excel)</li> </ul> Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Requisition code: 181187 Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Sales Performance Management Senior Consultant

<h3> Position Summary </h3> Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax and or partnership tax compliance who is frustrated with the traditional role in tax compliance? You’re not an expert in technology, but you’ve been working with Excel, and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing! Work you’ll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will: <ul> <li>Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that mean the most to them.</li> <li>Diversify your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil &amp; gas, green energy, real estate, consumer products, and other various industries.</li> <li>Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process.</li> <li>Assist our client with public offering transactions including but not limited to initial proxy and registration statements for Up-C and SPAC structures.</li> <li>Work with Up-C clients on an on-going basis during periodic service periods during the year.</li> <li>Develop an understanding of the public monetization transactional process, including tax receivable agreements.</li> <li>Create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax, data analytics, and the user experience.</li> <li>Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues.</li> <li>Determine and solve complexities with the U.S. federal income tax impact of public offerings.</li> <li>Participate in marketplace activities, recruiting, and process and technology innovation.</li> <li>Identify service opportunities, manage client accounts, and advance various Deloitte initiatives.</li> </ul> The Team: National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Operational Partnership Services (OPS) service line, which is a part of the Partnership Solutions Group within NFTS, OPS professionals counsel privately-held and publicly-traded partnerships across the United States on a wide range of federal tax and issues involving Up-C, mergers, acquisitions, divestitures, initial public offerings (IPO), post-offering assistance, and process design and improvement. Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media &amp; entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures. Come join the team! Qualifications: Required: <ul> <li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li> <li>2+ years of experience in federal partnership tax</li> <li>Bachelor’s degree in accounting or business-related field</li> <li>Numerical-problem-solving focus</li> <li>Aptitude in MS Project, Word, Excel, and Visio</li> <li>Experience working in a fast-paced, team environment</li> <li>Demonstrated research skills</li> <li>Self-starter and demonstrated ability to effectively handle multiple, competing priorities</li> <li>Demonstrated effective verbal and written communication skills</li> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>One of the following active accreditations obtained, in process, or must be willing and able to obtain:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Licensed Attorney</li> <li>Enrolled Agent</li> <li>Certifications:</li> <ul> <li>Chartered Financial Advisor (CFA)</li> <li>Certified Financial Planner (CFP)</li> </ul> </ul> </ul> </ul> Preferred: <ul> <li>Advanced degree such as master’s in science of tax (MST), JD, or LLM</li> <li>Previous Big 4 or large CPA firm experience</li> <li>Transaction and M&amp;A experience</li> <li>Alteryx experience</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $77,070 to $175,500. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> nftstax btstax Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Tax Senior -  Nat'l Federal Tax Services - Partnership Solutions Group

<h3> Position Summary </h3> Tired of Tax Compliance and Busy Season? You’ve earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an expert in technology, but you can offer profound insight about how U.S. federal income tax models and computations work. If you have a passion for improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing! Work You’ll Do: As a Tax Sr. Manager in our Partnership Solutions Group, Operational Partnership Services team you will: <ul> <li>Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that mean the most to them.</li> <li>Diversify your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil &amp; gas, green energy, real estate, consumer products, and other various industries.</li> <li>Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process.</li> <li>Assist our client with public offering transactions including but not limited to initial proxy and registration statements for Up-C and SPAC structures.</li> <li>Work with Up-C clients on an on-going basis during periodic service periods during the year.</li> <li>Develop an understanding of the public monetization transactional process, including tax receivable agreements.</li> <li>Create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax, data analytics, and the user experience.</li> <li>Lead engagement teams and have the opportunity to work with highly motivated and dedicated teams. Mentor and develop of engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.</li> <li>Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues.</li> <li>Determine and solve for complexities with the U.S. federal income tax impact of public offerings.</li> <li>Participate in marketplace activities, recruiting, and process and technology innovation.</li> <li>Identify service opportunities, manage client accounts, and advance various Deloitte initiatives.</li> </ul> The Team: National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Operational Partnership Services (OPS) service line, which is a part of the Partnership Solutions Group within NFTS, OPS professionals counsel privately-held and publicly-traded partnerships across the United States on a wide range of federal tax and issues involving Up-C, mergers, acquisitions, divestitures, initial public offerings (IPO), post-offering assistance, and process design and improvement. Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media &amp; entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures. Come join the team! Qualifications: Required: <ul> <li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li> <li>8+ years of experience in federal partnership tax</li> <li>Bachelor’s degree in accounting or other business-related field required</li> <li>Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities</li> <li>Proven management experience indicating strong organizational skills and the ability to plan and manage budgets and workplans</li> <li>Demonstrated U.S. federal income tax partnership experience</li> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>One of the following, active accreditations obtained:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Licensed Attorney</li> <li>Enrolled Agent</li> <li>Certifications:</li> <ul> <li>Chartered Financial Advisor (CFA)</li> <li>Certified Financial Planner (CFP)</li> </ul> </ul> </ul> </ul> Preferred: <ul> <li>Advanced degree such as master’s in science of tax (MST), JD, or LLM</li> <li>Previous Big 4 or large CPA firm experience</li> <li>Aptitude in MS Project, Word, Excel, and Visio</li> <li>Transaction and M&amp;A experience</li> <li>Alteryx experience</li> <li>Self-starter with demonstrated ability to effectively handle multiple, competing priorities</li> <li>Numerical-problem-solving focus</li> <li>Demonstrated effective verbal and written communication skills</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,320 to $235,170. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> nftstax btstax Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Tax Senior Manager - Nat’l Federal Tax Services - Partnership Solutions Group (PSG-OPS)

<h3> Position Summary </h3> Tired of Tax Compliance and Busy Season? You’ve earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an expert in technology, but you can offer profound insight about how U.S. federal income tax models and computations work. If you have a passion for improving computational software applications and proprietary solutions, we have the career opportunity to keep you buzzing! Work You’ll Do: As a Manager on our Partnership Solutions Group, Operational Partnership Services team you will: <ul> <li>Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that mean the most to them.</li> <li>Diversify your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil &amp; gas, green energy, real estate, consumer products, and other various industries.</li> <li>Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client executives, and capital market professionals through the SEC public filing process.</li> <li>Assist our client with public offering transactions including but not limited to initial proxy and registration statements for Up-C and SPAC structures.</li> <li>Work with Up-C clients on an on-going basis during periodic service periods during the year.</li> <li>Develop an understanding of the public monetization transactional process, including tax receivable agreements.</li> <li>Create cutting-edge technology that evolves around U.S. federal income tax principles for partnership tax, data analytics, and the user experience.</li> <li>Lead engagement teams and have the opportunity to work with highly motivated and dedicated teams. Mentor and develop of engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit.</li> <li>Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues.</li> <li>Determine and solve for complexities with the U.S. federal income tax impact of public offerings.</li> <li>Participate in marketplace activities, recruiting, and process and technology innovation.</li> <li>Identify service opportunities, manage client accounts, and advance various Deloitte initiatives.</li> </ul> The Team: National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Operational Partnership Services (OPS) service line, which is a part of the Partnership Solutions Group within NFTS, OPS professionals counsel privately-held and publicly-traded partnerships across the United States on a wide range of federal tax and issues involving Up-C, mergers, acquisitions, divestitures, initial public offerings (IPO), post-offering assistance, and process design and improvement. Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media &amp; entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures. Come join the team! Qualifications: Required: <ul> <li>Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week</li> <li>5+ years of experience in federal partnership tax</li> <li>Bachelor’s degree in accounting or other business-related field required</li> <li>Numerical-problem-solving focus</li> <li>Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities</li> <li>Proven management experience indicating strong organizational skills and the ability to plan and manage budgets and workplans</li> <li>Self-starter with demonstrated ability to effectively handle multiple, competing priorities</li> <li>U.S. federal income tax partnership experience</li> <li>Demonstrated effective verbal and written communication skills</li> <li>Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve</li> <li>One of the following active accreditations obtained:</li> <ul> <li>Licensed CPA in state of practice/primary office if eligible to sit for the CPA</li> <li>If not CPA eligible:</li> <ul> <li>Licensed Attorney</li> <li>Enrolled Agent</li> <li>Certifications:</li> <ul> <li>Chartered Financial Advisor (CFA)</li> <li>Certified Financial Planner (CFP)</li> </ul> </ul> </ul> </ul> Preferred: <ul> <li>Advanced degree such as master’s in science of tax (MST), JD, or LLM</li> <li>Previous Big 4 or large CPA firm experience</li> <li>Aptitude in MS Project, Word, Excel, and Visio</li> <li>Transaction and M&amp;A experience</li> <li>Alteryx experience</li> </ul> The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,320 to $235,170. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: <a href="https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html" target="_blank">https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html</a> nftstax btstax Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. <a href="https://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html" target="_blank">Check out recruiting tips from Deloitte recruiters.</a> Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. <a href="https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html" target="_blank">Learn more about what working at Deloitte can mean for you.</a> Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-inclusion.html" target="_blank">Learn more about our inclusive culture.</a> Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. <a href="https://www2.deloitte.com/us/en/pages/about-deloitte/articles/purpose-at-deloitte-us.html" target="_blank">Learn more about Deloitte's purpose, commitments, and impact.</a> Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

10 Sales & Business Development Jobs in Sacramento, CA, USA