• Develop and execute a territory/business development plan focused on tax-efficient wealth and investment solutions
• Build relationships with CPAs, tax advisors, financial advisors, RIAs, broker-dealers, family offices, and other professional referral sources
• Identify opportunities where investment, wealth management, insurance, and tax strategies can work together
• Educate advisors and professional partners on available investment offerings and tax-related considerations
• Develop relationships with business owners, entrepreneurs, executives, and high-net-worth individuals through professional referral networks
• Conduct advisor meetings, presentations, educational events, and networking opportunities
• Identify new opportunities involving alternative investments, private placements, tax-advantaged strategies, and wealth planning
• Work closely with Exemplar's tax, wealth, insurance, legal, and business advisory professionals to identify cross-disciplinary opportunities
• Provide market, investment, and tax-planning insights within applicable regulatory and compliance guidelines
• Maintain accurate CRM activity, pipeline, and relationship records
• Represent Exemplar at industry conferences, CPA events, wealth management events, and other professional networking opportunities
• Help expand Exemplar's network of advisors and professional referral partners

Tax & Wealth Solutions Wholesaler

• Own quarterly NCTI/GILTI, FDII, Subpart F, FTC, BEAT, and Section 163(j) calculations and reporting
• Prepare Form 1118, including sourcing, expense allocation, apportionment, and documentation across FTC baskets
• Partner with Tax Planning on FTC optimization, utilization forecasting, and limitation monitoring
• Own international ASC 740 provision components, provision-to-return adjustments, APB 23 positions, and uncertain tax positions
• Support Forms 5471, 5472, 8858, and 8865, and own schedules for Forms 8990, 8992, and 8993
• Model effective and cash tax impacts and support Pillar Two reporting and compliance
• Maintain earnings and profits pools, foreign tax balances, and Sections 986, 987, and 988 calculations
• Support tax planning, acquisitions, dispositions, local-country projects, audits, and examinations
• Monitor and analyze U.S. international tax legislation to assess business impacts
• Lead process improvement, automation, and data governance across international tax compliance and reporting
• Serve as Veralto’s subject matter expert and primary owner of U.S. international tax inclusion calculations
• Provide technical review and support of U.S. international tax forms and underlying tax calculations
• Report to the Senior Director, Global Tax Operations

Senior Manager, International Tax

• Review, coordinate, and process IRS and State levies
• Manage IRS B-Notices and C-Notices, including issuing notices, conducting follow-up activities, and maintaining records
• Review, investigate, and respond to IRS Civil Penalties
• Manage tax compliance workflow queues and tax-related inquiries
• Support Form W-9 and W-8 processing, backup withholding, non-resident alien withholding, and federal and state reporting obligations
• Ensure compliance with IRS and state reporting requirements and applicable regulations
• Resolve balancing items, exceptions, discrepancies, and compliance issues
• Collaborate with Client Services, Tax Reporting, and other internal teams
• Support continuous improvement initiatives and projects
• Escalate complex issues as appropriate
• Participate in weekly Tax Compliance Management meetings

Tax Compliance Analyst

• Manage assigned federal and state income tax compliance activities for Longroad Energy and its affiliates, primarily U.S. operating partnerships
• Maintain the income tax compliance calendar and manage statutory and stakeholder deadlines
• Coordinate preparation and timely filing of federal and state tax returns, estimates, and extensions
• Support quarterly income tax forecasting and partnership capital account projections
• Review tax calculations and deliverables for accuracy, completeness, and applicable requirements
• Identify and resolve tax compliance issues with internal and external stakeholders
• Oversee outside tax accounting firms preparing U.S. federal and state income tax returns and quarterly partnership capital account projections
• Coordinate required financial information and supporting documentation, including trial balances and GAAP-to-tax adjustment support
• Review external tax advisor deliverables and manage advisor timelines
• Apply partnership tax concepts, including GAAP-to-tax adjustments, partnership allocations, tax basis balance sheets, and fixed and intangible asset depreciation and amortization
• Review audited financial statements and operating agreement tax provisions
• Partner with Accounting, Finance, and other stakeholders to gather information and support accurate tax reporting
• Research and analyze tax matters and escalate complex or material issues to Tax leadership
• Maintain supporting documentation for tax filings and compliance activities
• Assist with tax department policies, procedures, controls, and documentation standards
• Improve tax compliance and reporting processes
• Support other tax projects and initiatives

Tax Manager

• Co-develop and assist global tax efforts supporting the company’s global strategies
• Work directly with the Senior Director of Global Tax Strategy
• Initiate and facilitate rationalization efforts
• Partner with operating companies regarding tax compliance, tax benefits and risks, and operational decisions
• Support M&A due diligence, pre- and post-transaction structuring, and financing
• Support transfer pricing initiatives, operating model design, value chain transformation initiatives, and controversy matters
• Support global cash management initiatives, including intercompany cash flows, cash repatriation, and intercompany loans
• Interface with external business partners and tax advisors on due diligence and transaction planning
• Advise senior tax management on potential tax implications and countermeasures
• Manage establishment or elimination of legal entities and supporting documentation
• Manage external advisory support, budgets, and timely accruals
• Expand technology and automation use to improve efficiency
• Support compliance with and refinement of tax policies and procedures

Manager, Global Tax Strategy

• Demonstrates thorough technical knowledge of accounting and reporting standards
• Identifies tax risk management issues and proposes solutions through research and collaboration with the Engagement Partner
• Reviews tax procedures, engagement workpapers, and financial statements without supervision
• Reviews tax workpapers timely and ensures audit evidence meets firm documentation standards
• Addresses advanced technical accounting questions from team members and upper-level client management
• Prepares advanced-level tax returns and reviews intermediate- to advanced-level tax returns
• Monitors task assignment and completion and reviews workflow
• Oversees Seniors and Staff and coordinates planning, tax work, and wrap-up duties
• Manages multiple assignments within an engagement
• Communicates work status and client issues to Partners
• Conducts research, consults with team members, draws conclusions, and prepares issue-based memos
• Uses advanced knowledge of accounting software such as CCH Axcess, Engagement, and GoFileRoom
• Leads small- to medium-sized engagements with finalized documents and reports requiring minimal review changes
• Performs top review of returns, workpapers, and issues
• Serves as primary client contact and liaison for complex issues
• Develops positive relationships with client personnel
• Supervises, trains, and mentors tax staff
• Stays current on technical and industry developments and standards and evaluates impacts on client engagements

• Partner with the global tax department, corporate functions, and operating company teams to develop, execute, and document Veralto’s global tax strategy
• Support global tax planning, mergers and acquisitions, cross-border structuring, transfer pricing, cash management, and legal entity initiatives
• Build relationships across Corporate Development, Treasury, Controllership, Legal, FP&A, and operational teams
• Co-develop and assist global tax efforts supporting company strategies
• Initiate and facilitate legal entity rationalization efforts
• Serve as a trusted business partner to Veralto’s operating companies regarding tax compliance, benefits, risks, and operational decisions
• Support M&A due diligence, pre- and post-transaction structuring, and financing
• Support transfer pricing initiatives, operating model design, value chain transformation, and controversy matters
• Support global cash management, including intercompany cash flows, cash repatriation, and intercompany loans
• Interface with external business partners and tax advisors on due diligence and transaction planning
• Assess tax impacts and advise senior tax management on implications and countermeasures
• Manage establishment or elimination of legal entities and related documentation
• Manage external advisory support, budgets, and timely accruals
• Expand technology and automation use to eliminate waste and improve efficiency
• Support compliance with and refinement of tax policies and procedures
• Report to the Senior Manager of Global Tax Strategy
• Travel domestically and internationally, anticipated quarterly

• Utilize banking and insurance industry knowledge and tax technical skills to provide consulting and compliance products
• Manage tax provision, compliance, and consulting engagements for domestic and global banking and insurance entities
• Implement business development strategies with existing clients and targets
• Work at client locations when conditions are safe
• Research, analyze, and develop solutions for client business issues
• Manage teams and develop strong client relationships
• Drive a team environment, support management decisions, and build a positive culture
• Perform additional responsibilities as assigned

Tax Senior Manager – Banking and Insurance

• Collaborate closely with Managing Directors and Directors to deliver exceptional client service to a portfolio of real estate clients, including real estate funds, developers, REITs, family offices, private equity investors, and operating companies
• Lead and review complex tax compliance engagements, including partnerships, multi-tier structures, consolidated groups, REIT returns, 1031 exchanges, cost segregation studies, and state and local filings
• Provide proactive tax planning, structuring, and advisory services for real estate transactions, acquisitions, dispositions, debt restructuring, and waterfall allocations
• Identify opportunities to expand services, improve tax strategies, and drive additional value for clients
• Apply deep understanding of real estate taxation, including Partnership tax (Subchapter K), capital account maintenance and tax basis analysis, and 704(b) and 704(c) allocations
• Oversee engagement planning, budgeting, and billing
• Supervise, train, and mentor staff
• Provide real-time coaching, formal performance feedback, and support career development pathways
• Drive a team environment, support management decisions, and build a positive culture
• Perform additional responsibilities as assigned

Tax jobs in Massachusetts

Tax & Wealth Solutions Wholesaler

Senior Manager, International Tax

Tax Compliance Analyst

Tax Manager

Manager, Global Tax Strategy

Tax Manager

Manager, Global Tax Strategy

Tax Senior Manager – Banking and Insurance

Tax Senior Manager – Real Estate