May 24, 2013

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2160.3 – Tax Manager – Personal Wealth Advisory

May 7, 2013 By

The audit, tax, and business advisory professionals of our client serve public and private companies across a broad range of industries, as well as high net worth individuals and closely held companies. They are currently seeking a Tax Manager for their Personal Wealth Advisory group in their Edison, NJ office.

Duties include:

•Review Federal, Multi-State Corporate (C&S), Partnership, Individual, Trust, and Estate tax returns

•Federal and State tax audit representation

•Keep current on new federal and state tax matters

•Coordinate with client accounting and tax departments

•Develop tax package data requests, instruct staff on tax adjustments and implementation of tax applications systems

•Review tax returns for accuracy, minimization of tax liability, available tax credits and tax provision

•Respond to client inquiries, Internal Revenue Services, and state and local tax notices

•Develop reasonable time budgets and effectively monitor performance of Seniors and Staff.

•Supervised by Senior Tax Managers or Partners.

•Delegate to, supervise and evaluate Seniors and Staff.

•Effectively manage multiple smaller tax engagements simultaneously as necessary.

•Provide training and motivation to Seniors and Staff.

•Act as a mentor to Seniors and Staff and assist with recruiting and retention.

•Develop positive relationships with client personnel.

•Identify potential opportunities for new and/or extended client services

Required Experience

•Bachelors degree in Accounting, Masters in Tax or equivalent major

•CPA or comparable designation preferred

•5 years minimum experience in a related accounting/tax position

•5 years minimum recent public accounting/tax experience, including 3+ years supervisory experience

Location: Edison NJ

Salary: Competitive

Contact: Kendal Ridgeway

Filed Under: Accounting, New Jersey Tagged With: , , , , , ,

2159.3 – Tax Manager – Personal Wealth Advisory

May 7, 2013 By

Our client is one of the largest accounting and advisory firms in the U.S. They provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation consulting and forensic accounting, and other professional services to a broad range of clients. Thye are currently seeking a Tax Manager Personal Wealth Advisory for their Jenkintown, PA office.

Responsibilities include interacting closely with clients to provide innovative tax planning, consulting, and compliance expertise; developing and managing staff; working closely with partners and staff on client management, practice development and business development activities; and formulating and delivering innovative tax planning and tax savings strategies.

Review Federal, Multi-National, Multi-State Corporate (C&S), Partnership, Individual, Trust, Estate tax returns.

Federal and State Tax Audit Representation.

Experience with family limited partnerships would be a plus.

Knowledge of Trust & Estate Taxation.

Keep current on new federal and state tax matters.

Develop tax package data requests, instruct staff on tax adjustments and implementation of tax application systems.

Review tax returns for accuracy, minimization of tax liability, available tax credits, and tax provision.

Responsible for seminar presentations, training, and reviewing presentations by staff and seniors.

Responded to: client inquiries, Internal Revenue Service, State and Local tax notices.

Qualifications:

BS in Accounting, CPA required

Recent public experience within a Regional or Midsized firm required

Location: Jenkintown, PA

Salary: Competitive

Contact: Kendal Ridgeway

Filed Under: Accounting, Pennsylvania Tagged With: , , , , , , , ,

2158.3 – Tax Manager – Closely-Held Businesses

May 7, 2013 By

Our client is one of the largest accounting and advisory firms in the U.S. They provide audit, accounting, and tax services, as well as corporate finance, internal audit and risk management, litigation consulting and forensic accounting, and other professional services to a broad range of clients. They are currently seeking a Tax Manager for their Edison, NJ office to service their closely-held business clients.

Required Skills

The Tax Manager in the Federal Tax practice is responsible for tax return review; compliance, consulting and planning; client management and practice development activities.

•Review Federal, Multi-State Corporate (C&S), Partnership and Individual.

•Federal and State Tax Audit Representation.

•Federal tax research involving significant tax projects

•Keep current on new tax issues.

•Coordinate with Client Accounting and Tax departments.

•Develop tax package data requests and instruct staff on tax adjustments.

•Review tax returns for accuracy, minimization of tax liability and available tax credits

•Responded to: client inquiries, Internal Revenue Service, State and Local tax notices.

Required Experience

BS in Accounting, CPA required

Recent public experience (at least 5 years)

Strong communication skills

Location: Edison, NJ

Salary: Competitive

Contact: Kendal Ridgeway

Filed Under: Accounting, New Jersey Tagged With: , , , , , ,

2157.3 – Manager – Estate & Trust

May 7, 2013 By

 Our client is a fully diversified accounting, tax and advisory services firm that offers a broad array of outstanding jobs in one of the world’s most dynamic and demanding economies. Talented and entrepreneurial-minded professionals are the heartbeat of their firm. They seek intelligent, focused, decisive, and ambitious people who are dedicated to excellence and integrity and thrive in a fast–paced environment.

Required Skills:

The Manager Trusts and Estates is responsible for the efficient, accurate, complete, and timely review and preparation of all clients’ filing of estate, gift, individual and fiduciary tax returns as well as judicial accountings. ReviewNY/NJ state fiduciary income tax returns along with the decedent’s final individual income tax return. Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes. Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings. Develop post mortem tax-saving strategies for the estate accounts. Research any tax situation that could affect the management of their accounts.

Required Experience:

Minimum 4 to 6 years experience, from either a sophisticated accounting firm trusts and estates practice, or law firm trust and estate accounting group.

JD LLM not necessary, however CPA and/or MST is preferred.

Demonstrated practical experience is a requirement, as is experience with – Form 1041 trust tax return review or heavy preparation, and preparing trust accountings for state court review, and 706 federal estate tax, and inheritance tax, return review or heavy preparation.

The ability to organize complex trust and estate financial data, and communicate a summary thererof.

Location: Edison, NJ

Salary: Competitive

Contact: Kendal Ridgeway

Filed Under: Accounting, New Jersey Tagged With: , ,

2156.3 – Insurance Tax Manager

May 7, 2013 By

The audit, tax, and business advisory professionals of our client serve public and private companies across a broad range of industries, as well as high net worth individuals and closely held companies. They are currently seeking an Insurance Tax Manager in their Edison  NJ office.

Responsibilities:

Review Federal, Multi-National, Multi-State Corporate (C&S), Partnership, Individual returns.

Federal and State Tax Audit Representation.

Review FAS 109 calculations.

Knowledge of Trust & Estate Taxation.

Federal tax research involving significant tax projects (R&D Credits, IRC Section 382 Studies, etc.). 

Keep current on new federal, state and international tax matters.

Coordinate with Client Accounting and Tax departments.

Develop tax package data requests, instruct staff on tax adjustments and implementation of tax application systems.

Review tax returns for accuracy, minimization of tax liability, available tax credits, and tax provision.

Responsible for seminar presentations, training, and reviewing presentations by staff and seniors.

Responded to: client inquiries, Internal Revenue Service, State and Local tax notices.

Required Experience

BS in Accounting, CPA required

Recent public experience

Knowledge of Microsoft Office suite and fast tax preferred

FAS 109 and/or FIN 48 strongly preferred

Location: Edison NJ

Salary: Competitive

Contact: Kendal Ridgeway

Filed Under: Accounting, New Jersey Tagged With: , , , , , ,

2155.16 – Director of Business Development – Financial Advisory & Valuations

May 6, 2013 By

Outstanding Opportunity!

** Gem of a Company **

Are you a polished, dedicated, sales professional in the financial sector?

Let us know.

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions. Excellent opportunity to work on top deals, gain and develop key industry contacts.

This candidate should have concentrated Business Development experience.  Must have experience with Financial Statements and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. They will train on their product line.

MBA preferred.

This is a fantastic place to work, and the management team is very professional and great to work with.   Really nice, supportive environment.

Responsibilities:

WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.

Responsible for managing client relationships and business development within the financial, corporate and asset management communities

Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;

Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;

Continually monitoring certain economic, industry, capital market and company trends and developments;

Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.

Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;

Selling financial opinions with respect to valuation, fairness and solvency;

Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

Requirements:
* Extensive Business Development experience
* Excellent Prospecting skills

* Long hours and insight and desire to keep up with the M&A service advisors 

* Valuation Experience a plus
* Bachelors Degree

* MBA preferred
* CFA a plus

Location: New York, NY

Salary: $100,000 – $150,000 Plus Bonus and Quarterly Profit Sharing

Contact: Richelle Konian

Filed Under: Featured Jobs, New York, Valuation Tagged With: , , , , , , , ,

2154.16 – Junior Business Development Associate

April 23, 2013 By

Local candidates please.

A fantastic client of ours is looking to hire a Junior Business Develoment Associate. Responsibilities include heavy prospecting of new clients via phone calls and attending industry events. This role supports two Senior Level leaders within the organization. Candidates with Accounting / Finance degree is preferable. The position requires superior skills in Microsoft Excel and proficiency in Word, as well as strong professional, written and verbal communication skills. Given our client’s complex multi-disciplinary assignments, the successful candidate must be highly motivated, focused on quality performance, and able to work both independently and as part of a team. Excellent opportunity with a superior corporate culture!

Our client, a leading, independent, full-service valuation consulting firm that has provided objective and supportable conclusions of value to the US and international business communities for over thirty-seven years. Their services have been utilized in support of client mergers and acquisitions, financing, tax and financial reporting and other unique requirements. The practice consists of a group of professionals with an established reputation for providing expert and independent opinions of value for capital stock, equity interests, business enterprises, intangible assets, real estate, personal property, solvency and fairness. With corporate offices in Milwaukee, we maintain operational offices nationwide. Through their international affiliates, their capabilities extend globally.

Competitive compensation package, which includes health insurance, a 401(k) plan.

Location: Milwaukee, WI

Salary: $35,000-$45,000 + Quarterly Profit-Share & Bonus

Contact: Kendal Ridgeway

Filed Under: Featured Jobs, Valuation, Wisconsin Tagged With: , , , ,

2153.16 – Junior Financial Analyst

April 23, 2013 By

Excellent opportunity to work on top deals and gain key industry contacts. This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Our client is an independent valuation firm with a 30 year track record-a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

The Junior Analyst will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology as well as pursuing a CFA designation.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

Gather and document pertinent data obtained through client interaction.

Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.

Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models. 

Assist in preparing formal client reports.

Requirements:

Recent graduate to 3 years dependent on relevant work experience and education.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis a plus. 

Job or Internship at a Valuation Firm or Investment Bank.

Must have some quant skills, an understanding of derivatives & options.

Advanced, working knowledge of Excel and Word. 

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: Milwaukee

Salary: $40-45K Plus Quarterly & Year End Bonus

Contact: Kendal Ridgeway

Filed Under: Featured Jobs, Valuation, Wisconsin Tagged With: , , , , , ,

2151.16 – Machinery & Equipment Appraiser

February 26, 2013 By

Entry level welcomed.

A fantastic client of ours is looking to hire an entry level or recent graduate.  Candidates with an Engineering degree or Accounting / Finance degree would be considered.  Our client will look at candidates out of accounting firms or rotational programs.  Excellent Excel skills required. Our client is willing to train and pay for ASA designation.

Excellent opportunity with a superior corporate culture!

Our client, a leading, independent, full-service valuation consulting firm that has provided objective and supportable conclusions of value to the US and international business communities for over thirty-seven years. Their services have been utilized in support of client mergers and acquisitions, financing, tax and financial reporting and other unique requirements. The practice consists of a group of professionals with an established reputation for providing expert and independent opinions of value for capital stock, equity interests, business enterprises, intangible assets, real estate, personal property, solvency and fairness. With corporate offices in Milwaukee, we maintain operational offices nationwide. Through their international affiliates, their capabilities extend globally.

Currently the Milwaukee office has an opening for an entry-level Machinery & Equipment Appraiser. This position is responsible for assisting senior level analysts in completing valuation assignments across the country. Responsibilities initially include property inspections, market analyses and data management, and will evolve to include the full valuation process. The position requires moderate travel (approximately 30-35%).

The ideal candidate will have a passion for serving in the valuation industry. An undergraduate degree in engineering is preferable, with accounting or finance skills also helpful. One to two years of commercial valuation experience is beneficial but not required. The position requires superior skills in Microsoft Excel and proficiency in Word, as well as strong written and verbal communication skills. Given our firm’s complex multi-disciplinary assignments, the successful candidate must be highly motivated, focused on quality performance, and able to work both independently and as part of a team.

Competitive compensation package, which includes health insurance, a 401(k) plan

Location: Milwaukee, WI

Salary: $40,000 + Bonus

Contact: Kendal Ridgeway

Filed Under: Valuation, Wisconsin Tagged With: , , , ,

2149.16 – Junior Financial Analyst

February 19, 2013 By

Excellent opportunity to work on top deals and gain key industry contacts. This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Our client is an independent valuation firm with a 30 year track record of success. This is a full service appraisal/financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

The Junior Analyst will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology as well as pursuing a CFA designation.

Responsibilities:

Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.

Gather and document pertinent data obtained through client interaction.

Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.

Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models. 

Assist in preparing formal client reports.

Requirements:

Recent graduate to 3 years dependent on relevant work experience and education.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis a plus. 

Advanced, working knowledge of Excel and Word. 

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

Location: Princeton, NJ

Salary: Competitive Base Plus Quarterly & Year End Bonus

Contact: Kendal Ridgeway

Filed Under: New Jersey, Valuation Tagged With: , , , , ,
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