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: , , , , , ,

2139.3 – Litigation Services – Forensic Accounting Senior Associate

December 20, 2012 By

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.

They are currently seeking a Litigation Support Senior Associate within their Philadelphia office.

The Senior Associate has significant responsibility and must demonstrate high levels of independent judgment and is responsible for executing the full scope of engagements for a variety of clients.

 Responsibilities include but not limited to:

Adhering to highest degree of professional standards and strict client confidentiality

Providing litigation support regarding complex financial and economic issues related to commercial damages, intellectual property, royalty audits, contract compliance, and fraud investigations.

Executing projects and engagements for multiple clients in a variety of industries

Developing and executing forensic procedures, financial research, analytics, problem solving and critical thinking

Performing and wrapping up engagements with responsibility for day to day activities

Working closely with managers and partners on client management and practice development

Required Experience

 Required Skills & Experience

 

Bachelor’s degree in Accounting, Finance, Economics, Business Administration or related field

3 to 5 years of progressive public accounting and/or consulting experience in audit, litigation support, business valuation and/or forensics

CPA, CFF or CFE preferred but not required

Excellent client service along with strong communication and technical writing skills

Outstanding analytical, research, organizational and project management skills

Strong computer skills and proficiency in Microsoft Office Suite

Limited travel required

Location: Philadelphia, PA

Salary: Competitive

Contact: Kendal Ridgeway

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

2133.22 – Audit Senior

September 27, 2012 By

Our client is looking for a Sr. Accountant in their Audit Dept.

*         They MUST have passed the CPA Exam and/or have their CPA.

*         Have worked a majority of their past employment in Public

Accounting, however, they would look at a candidate that has solid private experience as well.

*         Have a minimum of 5 years’ experience.

*         Have GAAP knowledge in the public and/or private sectors.

Location: Saddlebrook, NJ

Salary: Competitive According to Experience

Contact: Kendal Ridgeway

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

2120.12 – Business Analyst – Back Office & Accounting Solutions

August 31, 2012 By

Our client is a leading provider of cross-asset trading, risk management, related operations processing and portfolio management software solutions for the commodity, energy and financial services markets globally. They are seeking a Business Analyst – Back Office & Accounting Solutions.

Business Analyst with back office and accounting knowledge to focus on accounting and back-office settlement processing for large financial institutions.

Individual will serve as a subject matter expert in business issues associated with mid to back office functionality, however, the focus will be on accounting and back-office settlement processing for large multi-national corporations and major financial institutions.  This position requires direct interaction with the system implementation teams and customers.  Analyst will be required to organize and structure client’s internal trade related processes while advising on the efficient generation of settlement documents, the creation of client specific interface applications and the creation of ledger entries to support management accounting/reporting requirements. In addition, will participate in the structural design of new back office products and assist the sales/implementation teams with the demonstration and configuration of the software.

Requirements

Requires a degree in accounting, economics, finance, business administration, or engineering with a background in business.

Three years or more experience in back/mid office processing.

Excellent communication and presentation skills a must.

Exposure to accounting standards and business analyst experience also a plus.

Location: Long Island, NY

Salary: Competitive

Contact: Meredith Okenquist

Filed Under: Accounting, Financial Services, Long Island, Technology Tagged With: , , , , , , ,

2062.5 – Sr. Hedge Funds Regulatory Expert

February 8, 2012 By

Our client a prominent hedge fund is seeking a Regulatory Expert.

High Profile Position!

Recent hands on experience with Dodd Frank Act a must. Will be working on PF, and must be up to date on regulations.

SEC reporting for Hedge Funds required.

Candidate must have experience at a Hedge Fund, a Regulatory firm or out of a Big 4 Audit firm working on SAS 70 Type II is preferred.

Location: Jersey City, NJ

Salary: Competitive

Contact: Kendal Ridgeway

Filed Under: Accounting, Brokerage, Financial Services, New Jersey Tagged With: , , , ,

2063.16 – Valuation Associate

February 8, 2012 By

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, financial reporting, litigation support, restructurings, tangible/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, and be part of the initial stages of setting up a broker-dealer. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. 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.

Sample Transaction:

- A solvency opinion for $1.9 Billon recapitalization of one of the world`s top financial advisory and asset management firms

Responsibilities:

§ Providing 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;

§ Rendering financial opinions with respect to valuation, fairness and solvency;

§ Performing valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;

§ Performing detailed due diligence including site visitations, management interviews, review of strategic alternatives and legal documentation as well as business, financial, industry, and market research and analysis;

§ Constructing and maintaining sophisticated, scenario driven financial and valuation models including analysis of financing alternatives, cash flow and IRR analysis, LBO/debt repayment analysis, accretion/dilution analysis, sum-of-the-parts valuation, discounted cash flow valuation, comparable public company valuation, comparable merger and acquisition valuation, loan pricing and derivative pricing;

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

§ Preparing and presenting detailed financial analyses and reports to directors, senior managers, lenders and shareholders;

§ Developing and maintaining relationships with existing clients through periodic conversations and meetings;

Requirements:

* 1-4  years of relevant experience, preferably in a Valuation  Services Group

* Knowlegde of the entire M&A process from start to finish

* Experience in Financial Reporting, and Valuation of Businesses and Portfolio Investments

* A thorough understanding of valuation theory and practice (MBA and/or CFA preferred but not required)

Location: Princeton, NJ

Salary: $50,000 – $60,000 Plus Bonus & Outstanding Benefits

Contact: Kendal Ridgeway

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