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Remote Pension Risk Transfer Jobs in California (NOW HIRING)

Facilitate patient transfer to post-acute facilities , including: * Preparing documents * Obtaining ... Resolve issues effectively and escalate quality/risk concerns as needed * Comply with HIPAA and ...

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Remote Pension Risk Transfer information

What is a Remote Pension Risk Transfer specialist?

A Remote Pension Risk Transfer specialist is a professional who helps organizations manage and transfer the financial risks associated with their pension plans, often working remotely. They typically advise employers on strategies such as purchasing annuities from insurance companies or executing lump-sum payouts to reduce pension liabilities. Their work involves analyzing pension plan data, assessing market options, and ensuring compliance with regulations. By working remotely, they use digital tools to communicate with clients and stakeholders, making their expertise accessible regardless of location.

What is the difference between Remote Pension Risk Transfer vs Remote Actuary?

AspectRemote Pension Risk TransferRemote Actuary
CredentialsActuarial certifications (e.g., ASA, FSA), actuarial examsActuarial certifications (e.g., ASA, FSA), actuarial exams
Work EnvironmentFinancial institutions, insurance companies, consulting firmsInsurance companies, consulting firms, corporate risk departments
Industry UsagePrimarily in pension risk management and transfer transactionsRisk assessment, pricing, and valuation in insurance and pensions

Remote Pension Risk Transfer professionals focus on managing and executing pension buyouts and risk transfers, requiring actuarial expertise. Remote Actuaries analyze risk, develop models, and support pension and insurance products. While both roles require actuarial credentials and work in related industries, Pension Risk Transfer specialists concentrate on pension buyouts, whereas Actuaries have broader risk modeling responsibilities.

What are the key skills and qualifications needed to thrive as a Remote Pension Risk Transfer Specialist, and why are they important?

To excel in Remote Pension Risk Transfer, you need deep knowledge of pension plans, actuarial science, and financial risk analysis, often supported by a degree in finance, mathematics, or actuarial credentials. Familiarity with pension valuation software, data analytics tools, and regulatory compliance systems is typically expected. Strong communication, analytical thinking, and client management skills help build trust and explain complex concepts clearly. These competencies ensure accurate risk assessments, regulatory adherence, and successful client outcomes in a highly specialized, remote environment.

What are some common challenges faced by professionals in remote Pension Risk Transfer roles, and how can they be managed?

Remote Pension Risk Transfer professionals often navigate challenges such as collaborating effectively with cross-functional teams, managing complex data securely, and staying updated on regulatory changes. Since much of the work involves coordinating between actuaries, legal advisors, and clients, strong communication skills and the ability to leverage digital collaboration tools are essential. Additionally, professionals must be proactive in building relationships virtually and maintaining attention to detail when analyzing large datasets, as accuracy is critical in risk assessment and compliance.
What are the most commonly searched types of Pension Risk Transfer jobs in California? The most popular types of Pension Risk Transfer jobs in California are:
What cities in California are hiring for Remote Pension Risk Transfer jobs? Cities in California with the most Remote Pension Risk Transfer job openings:

SR. Tax Manager / Director - SALT - (REMOTE / HYBRID)

Bancroft Staffing Partners

Irvine, CA โ€ข On-site, Remote

$175K - $200K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

New


Job description

Tax Senior Manager / Director โ€“ SALT | Corporate Income & Franchise Tax

Irvine, CA | San Diego, CA | Lake Oswego, OR | Las Vegas, NV | Seattle, WA

Remote or Hybrid Schedule (Hybrid: 2 Days In Office Weekly Preferred)


About Us: We are a nationally recognized public accounting and advisory firm helping middle-market businesses, high-growth companies, private equity-backed organizations, and multinational clients navigate today's increasingly complex tax landscape. Our professionals combine deep technical expertise with an entrepreneurial mindset, delivering sophisticated state and local tax solutions that help clients expand, mitigate risk, and maximize long-term value. Our collaborative culture encourages innovation, professional growth, and leadership development while providing exposure to some of the market's most complex and rewarding tax engagements.


The Position: We are seeking an experienced Tax Senior Manager / Director โ€“ SALT | Corporate Income & Franchise Tax to join our growing State & Local Tax (SALT) practice. This is a pivotal leadership opportunity for a seasoned SALT professional who enjoys solving complex multistate tax challenges, leading sophisticated consulting engagements, and partnering directly with clients on strategic tax planning initiatives. Working closely with Partners and firm leadership, you'll advise middle-market and large privately held businesses on corporate income tax, franchise tax, nexus, apportionment, ASC 740, transaction advisory, and multistate tax strategies while helping expand one of the firm's fastest-growing advisory practices. This role offers exceptional technical exposure, leadership opportunities, and a clearly defined path toward Director and Partner.


What You'll Do:

  • Lead complex multistate corporate income and franchise tax consulting engagements for middle-market and large privately held businesses.
  • Advise clients on nexus, apportionment, unitary filing methodologies, taxability, conformity, credits, net operating losses (NOLs), and state-specific tax planning strategies.
  • Provide strategic consulting related to mergers, acquisitions, restructurings, due diligence, and post-transaction integration.
  • Review and oversee state corporate income and franchise tax returns while identifying tax-saving opportunities and potential exposures.
  • Support ASC 740 state tax provisions, uncertain tax positions, deferred tax calculations, and financial reporting requirements.
  • Assist clients with voluntary disclosure agreements (VDAs), refund claims, audit defense, state examinations, protests, appeals, and controversy matters.
  • Advise pass-through entities and business owners on state Pass-Through Entity Tax (PTET) elections and multistate filing strategies.
  • Identify available state tax credits, negotiated incentives, and planning opportunities that improve client outcomes.
  • Lead multiple engagements while managing budgets, staffing, project timelines, and client expectations.
  • Develop strong, long-term client relationships through proactive communication and strategic advisory services.
  • Mentor, coach, and develop Managers, Seniors, and Staff while supporting technical and leadership growth across the SALT practice.
  • Research emerging legislation and evolving state tax laws to deliver proactive planning recommendations and thought leadership.


Qualifications

Required

  • Bachelor's degree in Accounting, Finance, Taxation, or related field.
  • Active CPA or Enrolled Agent (EA) license required.
  • 6+ years of progressive public accounting experience focused on State & Local Tax (SALT).
  • Strong expertise in multistate corporate income and franchise taxation.
  • Experience with nexus studies, apportionment methodologies, ASC 740, PTET, and state tax planning.
  • Experience reviewing complex state income tax returns and consulting engagements.
  • Proven ability to lead client engagements while managing multiple priorities and deadlines.
  • Strong technical research, analytical, communication, and client relationship management skills.
  • Experience mentoring and developing tax professionals.

Preferred

  • Master's in Taxation (MST), JD, or LLM in Taxation.
  • Experience supporting mergers and acquisitions, transaction advisory, and due diligence.
  • Experience working with middle-market, private equity-backed, or multi-state organizations.
  • Experience leveraging tax technology, automation, and data analytics tools.
  • Business development experience and interest in future leadership opportunities.


What's Offered

  • Salary: $175,000 โ€“ $205,000 DOE
  • Full Benefits & Perks
  • Competitive annual performance bonuses
  • Comprehensive Medical, Dental & Vision coverage
  • 401(k) retirement savings program
  • Pension program
  • Equity participation opportunities
  • Generous PTO and paid holidays
  • Remote or hybrid work flexibility
  • CPA licensing and continuing education reimbursement
  • Leadership development and executive mentorship
  • Clear advancement path toward Director and Partner
  • Exposure to sophisticated multistate tax consulting engagements
  • Collaborative, entrepreneurial culture with direct access to firm leadership
  • Professional development resources and advanced technical training


Apply Today: Apply directly to this opportunity with your updated resume for immediate and confidential consideration.


**Email your resume with availability to ian.kerr@BancroftSP.com for prompt review and scheduling**


Explore More Opportunities: We encourage you to continue exploring active opportunities and industry updates through Bancroft Staffing Partners (BSP).

  • BancroftSP.com/Careers
  • LinkedIn โ€“ Bancroft Staffing Partners (BSP)


Equal Opportunity Statement: Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and candidates regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.