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Consulting • Financial Services
Provide international tax consulting, compliance, and planning for multinational clients. Prepare and review Forms 5471/5472/8865/8858 and related disclosures, conduct technical research (GILTI, Subpart F, treaties, foreign tax credits), analyze tax data for planning opportunities, produce client deliverables and technical memoranda, collaborate with firm-wide engagement teams, monitor legislative developments, and support professional development and knowledge-sharing.
Consulting • Financial Services
Lead state and local tax (SALT) M&A engagements including multi-state due diligence, nexus and exposure analysis, tax law interpretation, report writing, engagement management, client advisory on deal structuring, post-close SALT work, and mentoring project teams while developing client relationships.
Top Skills:
ExcelMS OfficePowerPoint
Consulting • Financial Services
Lead development and oversight of AI governance frameworks, policies, controls, and risk/compliance practices. Partner with business, delivery, and technical teams to align governance with project delivery, support SDLC-based project governance, recommend improvements, and communicate governance expectations across the organization.
Top Skills:
Agile SdlcJIRATraditional SdlcVsts
Consulting • Financial Services
Lead project and portfolio management for AI initiatives, overseeing planning, execution, governance, risk management, reporting, and continuous improvement. Coordinate stakeholders and technical teams, apply Traditional and Agile SDLC, maintain PMO standards, supervise team members, and communicate status and recommendations to executives.
Top Skills:
AgileJIRAPortfolio Management ToolsResource Planning ToolsScrumTraditional SdlcVsts
Consulting • Financial Services
Lead change management and adoption for AI engagements: develop change strategies, stakeholder engagement, communications, training, and adoption metrics. Partner with leaders and project teams, support transitions through implementation, monitor outcomes, and recommend policy and process improvements. Support Agile and Traditional SDLC efforts and use collaboration tools to drive sustained user adoption.
Top Skills:
Agile SdlcJIRATraditional SdlcVsts
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Consulting • Financial Services
Design and lead end-to-end AI solution architectures, ensuring scalability, security, and compliance. Translate business and regulatory requirements into technical designs, evaluate tools/platforms, document architecture standards, coordinate technical teams, and support deployment and ongoing improvements.
Top Skills:
AIAPIsCloud PlatformsData ArchitectureGenerative AiIntegration PatternsIntelligent AutomationMachine LearningSecure Solution Design
Consulting • Financial Services
Support delivery of AI advisory and implementation services: analyze client needs, develop solutions, prepare deliverables and presentations, maintain certifications, use technology for project work, and travel as required to support clients.
Consulting • Financial Services
Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.
Top Skills:
AIAutomationData AnalysisDigital Transformation
Consulting • Financial Services
Perform buy-side and sell-side financial due diligence including quality of earnings, working capital, cash flow, net debt, and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; participate in management calls and deal reviews; mentor junior staff and contribute to team culture while supporting transaction decisions on valuation, structure, and key risks.
Top Skills:
ExcelMS Office
Consulting • Financial Services
Serve as a senior finance operator for private-equity-backed portfolio companies: execute accounting and finance workstreams, manage client relationships, support post-acquisition integration, improve financial reporting and close processes, prepare audit readiness materials, perform working capital and cash flow analysis, deliver client-ready analyses and schedules, and manage assigned workstreams to meet engagement timelines.
Top Skills:
Financial ModelingExcel
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