Top 25 Back office tax & advisory Jobs in Remote

Suitability Principal - VUL & Group Plans
MassMutual —Remote
- $69,000 - $90,500 a year
- Hybrid work
- Customer service
- Office
- Finance
- Commuter assistance
- Paid holidays
Lead, IT Change Management
K&L Gates —Austin, TX
- $97,300 - $146,000 a year
- Full-time
- Remote
- Background check
- Addiction Medicine
- 5 years
- Profit sharing
- Wellness program
Tax Manager
Prix Fixe Accounting —Remote
- $92,000 - $134,999 a year
- Full-time
- Remote
- Background check
- Google Workspace
- CPA
- Health insurance
- Dental insurance
Quick Apply
Tax Manager - Construction
Grassi —Jericho, NY
- $130,000 - $170,000 a year
- Remote
- CPA
- Research
- Master's degree
- Health insurance
- Dental insurance
Tax Senior Manager - Construction
Grassi —Jericho, NY
- $150,000 - $200,000 a year
- Remote
- CPA
- Research
- Master's degree
- Health insurance
- Dental insurance
Delivery Operations Analyst
Cryptio —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- Scripting
- Paid holidays
Outsourced Controller – Client Accounting Advisory Services (CAAS)
Lucas Horsfall —Pasadena, CA
- $140,000 - $155,000 a year
- Remote
- CPA
- Bachelor of Science
- Research
- Health insurance
- Paid time off
Director, Family Office
Rex Teams —Remote
- Full-time
- Remote
- Background check
- 5 years
- US work authorization
- Health insurance
- Dental insurance
2d
Tax Manager - Real Estate Tax (US)
REA Services LLC —Chicago, IL
- From $120,000 a year
- Extended hours
- Remote
- CPA
- Research
- Analysis skills
- Health insurance
- Work from home
Quick Apply
2d
Sr. Partnerships Manager, Legal Professionals
Thomson Reuters —New York, NY
- $119,700 - $222,300 a year
- Full-time
- Remote
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health savings account
Senior Solutions Engineer
Mytra —Brisbane, CA
- $150,000 - $170,000 a year
- Full-time
- Remote
- 5 years
- System design
- Senior level
- Commuter assistance
- Paid holidays
Quick Apply
CAS Accounting Manager
PP&Co —San Jose, CA
- $105,000 - $125,000 a year
- Remote
- Finance
- Bachelor's degree
- Continuous improvement
- Opportunities for advancement
9d
Principal Wealth Advisor
Savvy Wealth —Remote
- Full-time
- Remote
- 7 years
- Financial services
- Senior level
- Health savings account
- Paid holidays
Chief Financial Officer
Smalls —Remote
- Full-time
- Remote
- Senior level
- Health insurance
- Dental insurance

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Suitability Principal - VUL & Group Plans

MassMutual -
Remote

Apply Now

Job Details

$69,000 - $90,500 a year

Benefits

Commuter assistance
Caregiver leave
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
401(k) 10% Match
Bereavement leave

Qualifications

Customer communication
High school diploma or GED
Series 7
Series 24
FINRA License

Full Job Description

Overview

A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.

We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.

Job Description

The Opportunity

As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness.

The Team

The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team.This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes.

The Impact

Key Responsibilities Include:

Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts
Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems
Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times.
Implementation and management of operational and supervisory procedures for the firm
Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking
Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines
Consistently identify and report to management on trending and risk mitigation measures

The Minimum Qualifications

FINRA Series 7 & 24 required at time of application
2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space
High School Diploma or equivalent
** Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators
***Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office

The Ideal Qualifications

3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space
2+ years experience with variable universal life and group retirement plans
2+ year experience with Microsoft Excel and performing pivot tables
Ability to work in a fast paced, ever changing environment
High degree of ownership and sense of urgency
College degree preferred with a concentration in business or finance.
Superior customer service skills
Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style
High aptitude for effective problem resolution
Strong organizational and time management skills are essential.
Passion for embracing business process improvement opportunities.
High aptitude for effective problem resolution
Must be able to think independently and tactfully challenge the opinions of others

What You Can Expect at MassMutual

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:

Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

#LI-DK1

#LI-REMOTE

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

Salary Range: $69,000-$90,500

Award-Winning Culture

MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.

We strive to build a thriving community where everyone is valued, included, and feels that they belong.

At MassMutual, we Live Mutual.

How We Work

MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.

Benefits for the whole you (and your loved ones)

There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.

Explore some of our offerings below.

Paid Time Off

In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.

Health & Well-Being

In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.

Financial Well-Being

In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.

Taking Care

MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.

Giving Back

MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.

Commuter Benefits

MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.

Apply Now

Refine Your Search

back office tax & advisory jobs in remote

Suitability Principal - VUL & Group Plans

Lead, IT Change Management

Tax Manager

Tax Manager - Construction

Tax Senior Manager - Construction

Delivery Operations Analyst

Outsourced Controller – Client Accounting Advisory Services (CAAS)

Director, Family Office

Tax Manager - Real Estate Tax (US)

Sr. Partnerships Manager, Legal Professionals

Senior Solutions Engineer

CAS Accounting Manager

Principal Wealth Advisor

Chief Financial Officer