Manager, Estate and Trust (Central, NJ)

Our client is a top 20 CPA firm. They are currently seeking a Tax Manager in their Estate & Trust group

Required Skills

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.

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: Central, NJ

Salary: Competitive

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Valuation Analyst/Senior Analyst/Assistant Vice President (Princeton Metro / NYC)

Our client is a financial advisory firm hiring a team to include: Valuation Analyst, Senior Analyst and Assistant Vice President in their Princeton, NJ or NYC location.

The three openings for Valuation Analyst/Senior Analyst/Assistant Vice President roles are within any of the below departments:
1. Trust, Estates and Gift Tax
2. Broker Dealer and M&A
3. Litigation
4. Financial Reporting
Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. Dependent upon department of interest, must have applicable valuation background within that area (Trust, Estates and Gift Tax OR Mergers & Acquisitions OR Litigation Support OR Financial Reporting).
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Minimum two years working with trust and estates.
• Working experience with Excel modeling required.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: Central NJ or NYC
Salary: $65K-$120K Plus Bonus

 

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Portfolio Securities Valuation Roles – Analyst up to Director Level Open (Princeton Metro)

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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

Responsibilities:

  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum three to ten years of relevant experience.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Location: Princeton Metro area

Salary: $65,000 – $140,000 with Quarterly Profit Sharing & Year-end Bonus

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Junior Valuation Analyst (NYC or Central NJ)

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 a top rated independent valuation practice.

The Junior Analyst will primarily perform valuations of privately-held companies, including debt and equity securities and intangible assets in privately-held companies, as well as purchase price allocation work, for tax and financial reporting purposes. The position is ideal for someone interested in gaining a wide introduction to a variety of industries 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: NYC, Central NJ and San Francisco, CA

Salary: $50K-$60K Plus Quarterly & Year End Bonus

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Transfer Pricing Manager (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. Our client provides a broad range of tax and advisory services.  They are currently seeking a Transfer Pricing Manager.

Responsibilities:

The ideal candidate will be responsible for managing  the delivery and completion of projects within the transfer pricing department. To do so they will prepare analysis of economic and financial data, determine regulatory compliance and prepare reports. Review and analyze financial statements. Perform research on comparable publicly traded companies  They will develop and maintain client relationships. In addition they will be responsible for the supervision and mentoring of staff members.

Manage and deliver transfer pricing services

Develop and maintain client relationships

Supervise and mentor staff members

Prepare and analyze financial and economic data for tax and regulatory compliance purposes through the use of Microsoft Word, Excel, Access, and various statistical sampling packages

Qualifications:

5  years experience with advisory related projects

Bachelor’s degree in Economics, Business, Finance, Mathematics, or Statistics

Considerable progress towards an advanced degree

Hands on practical knowledge of valuations and transfer pricing,

Excellent analytical abilities with quantitative analysis, and financial statements

Knowledge of U.S. GAAP

Exposure to statistics, plan evaluation, or operational performance analysis is a plus

Excellent written and verbal communication skills, solid research skills, and able to work well in a team environment or independently

Location: Short Hills, NJ

Salary: Competitive

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Portfolio Securities Valuation Manager (Central NJ)

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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs necessary valuation, review prospective offering documents, assess current market and financial conditions, advise and prepare reports/documents with direct client contact. The ideal candidate should have concentrated valuation experience with expertise in various valuation methods (income/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820
  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • 5 years experience, and prior experience managing small teams of analysts.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Location: Central NJ

Salary: Very Competitive

 

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Commercial Litigation SVP / VP – NYC or Central, NJ

Our client is a top financial advisory firm is looking to grow their litigation consulting practice, which is small yet growing.

Client`s Litigation & Valuation Services Group consists of a knowledgeable team of consultants whose goal is to provide superior, specialized services to attorneys in various areas of litigation support. They provide assistance to both matrimonial and civil attorneys utilizing forensic accounting, specialized analysis and reports, assistance in mediation and negotiation, expert testimony and written reports, cross examination and related assistance, financial report preparation, financial exhibits and other visual aids, discovery interrogations and depositions, and damage calculations.

Requirements:

CPA and /or MBA and current public accounting/valuation consulting experience
Business development experience required
Contacts in NJ and NYC

  • 10+ years of experience
  • Commercial Litigation

Looking for someone who does in this order of importance:

-Commercial damages, shareholder disputes, business valuations, some fraud/forensic, a little matrimonial cases

– Prior  experience with testifying

-Has contacts with law firms/ referral business in NYC

-Book of business if possible ( if no non compete)

– Certified Valuation Analyst (CVA)

– Master Analyst in Forensic Finance (MAFF)

-Energetic, looking to build a practice

-Some travel may be required

Location: New York NY or Cental NJ

(Relocation Assistance offered)

Salary: $120,000-$200,000  Base Salary plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

 

Junior Valuation Analyst (Central NJ)

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 a top rated independent valuation practice.

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:

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

Recent graduate to 2 years dependent on relevant work experience and education.

Minimum 1 to 2 years experience with portfolio valuation

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: Central NJ

Salary: $55K-$80K Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Senior Tax Accountant (Saddle Brook, NJ)

Our client is a CPA firm with offices in the NY/NJ Metro area, and ranked one of the top regional accounting firms that services clients nationally, as well as on an international level. They are seeking a Senior Tax Accountant.

The Senior Accountant is responsible for the preparation of tax returns, close interaction with client providing compliance, consulting and planning; and assisting in client development and retention activities. This role will also direct and oversee work of staff accountants.

Responsibilities:

  • Responsible for performing tax preparation for corporations, s corps and partnerships.
  • Prepare tax provision schedules
  • Coordinate with various departments
  • Respond to client inquires, Internal Revenue Service, State and Local tax notices.

 Required Experience:

  • BS in Accounting, CPA preferred
  • Minimum 4 years of tax accounting experience
  • Experience preparing  Federal and Multi-State Corporate tax returns.
  • Strong written and oral ommunication skills
  • Excellent technology skills in Excel and Word.

 

Location: Saddle Brook, NJ

Salary: Competitive

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Senior Tax Accountant for Trusts and Estates (Iselin, NJ)

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.

Responsibilities:

Our client is seeking a Senior Tax Accountant for Trusts and Estates. This role will require the ability to organize trust and estate financial data, and communicate a summary. They will provide client advisory for  decision-making purposes. The ideal candidate will handle review and preparation of Form 1040 tax return and Form 1041 trust tax return, and preparation of trust accountings for state court review. As well as review and  preparation of Form 706 federal estate tax, and inheritance tax.

Required Experience:

A professional with 4 +  years of experience from either a sophisticated accounting firm with an  individual trusts and estates practice or law firm trust and estate group.

CPA and/or MST preferred.

Compliance experience is a requirement

Expert experience providing consulting services.

Location: Iselin, NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move