JOB ALERT

VP / Sr. Associate – Corporate Tax Valuation (Remote / NYC /Bucks County PA)

July 1, 2023 by

Ideal Candidate will have Private Equity experience from a top tier Accounting firm.

 

 Must be skilled in:

  • Corporate Tax, Fair Market Value, Corporate Transfer Pricing, Intangibles, Debt Assets, Financial Analysis, Financial Modeling

REQUIREMENTS:

  • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus
  • 6+ years of work experience at top tier accounting firm
  • Advanced working knowledge of Excel and Word
  • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: REMOTE / NYC /Bucks County, PA with Remote Option

Salary: $100K-$150K + Generous Bonus & profit-share plan

 

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Filed Under: Accounting, Featured Jobs, Job Alerts, Pennsylvania, Remote Position, Remote Positions Tagged With: , , , , , ,

VP  / AVP – Gift & Estate Tax (NYC / Central NJ/ Remote)

July 1, 2023 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their Private Client Appraisal Group. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 7+ years valuation experience required.
  • Minimum seven  years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Must be comfortable and experienced interfacing with and handling clients.
  • Must be able to manage and oversee junior staff.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Location: New York, NY or Central NJ
Salary: $120K – 160K + Bonus

 

 

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Filed Under: Accounting, Financial Services, New York Tagged With: , , , , , , , ,

Accounting Manager & Sr. Accountant- General Ledger, Accounts Payable & Accruals (Essex County, NJ)

June 25, 2023 by

Our Client, an innovative healthcare provider is seeking a Senior Accountant to join their Central NJ team.

Responsibilities:
• Review and preparation of monthly/quarterly financial statements
• Process expense reports
• Analysis of chargeback items, including travel and other miscellaneous expenses, including review and
correction of variances
• Cash reconciliation
• Track metrics used as assumption in accounting – reimbursement discounts and bad debt reserves and charges
• Review and check postings from various modules, including accounts payable, accounts receivable, fixed assets,
and expense management to determine accuracy
• Monthly reconciliations – revenue, A/R, bank, etc.
• Month end related journal entries
• Special projects as assigned

Requirements:
• Bachelor’s Degree in accounting, finance or related field of study and work experience in the accounting field.
• Must be detail-oriented.
• 5-10 years of relevant work experience, health care industry would be a plus.
• Public accounting experience is a plus
• Must be proficient in Microsoft Office (specifically excel) and QuickBooks.
• Ability to handle and maintain confidentiality of information.
• Demonstration of the ability to work in a team-oriented environment.
• Must be capable of functioning with flexibility in assignments.
• Must possess strong written and verbal communications.

Location: Essex County, NJ

Salary: Highly Competitive 

 

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Filed Under: Accounting, Featured Jobs, Job Alerts, New Jersey, Valuation Tagged With: , , , , , , , ,

Valuation Analyst – Financial Reporting Valuation (Bucks County, PA / Boston, MA)

June 11, 2023 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Tax valuation, Litigations, Equity valuations, Purchase price allocations, Goodwill impairments, Solvency opinions, and Equity Allocations (Option Pricing Models).

The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele.

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.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

2 to 5 years  experience, preferably at a valuation or accounting firm, Big 4 experience is a strong plus.

Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.

Direct current experience in ASC 350/805  (Goodwill Impairment) a must.

Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills

Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

 

** Us Citizenship or Permanent Residency required

 

Location:  Bucks County, PA / Boston, MA

Base salary: $60-80k  plus bonus & profit-share

 

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Filed Under: Job Alerts, Pennsylvania, Valuation

VP / SVP – Financial Reporting Valuation (Chicago, IL)

May 25, 2023 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.

RESPONSIBILITIES:

    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: Chicago, IL

Salary: $170K-$185K base + Bonus

 

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Filed Under: Illinois, Job Alerts, Valuation Tagged With: , , , , , , , , , , , ,

Valuation Analyst – Chicago, IL

May 24, 2023 by

Our client is a leading financial advisory firm that provides expert opinions on the valuations of business, equity and debt securities, financial reporting, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

This candidate should have concentrated financial reporting valuation experience and strong experience with fairness/solvency opinions.  This would include Equity Valuations, Purchase Price Allocations, Goodwill Impairments, Solvency Opinions, and Equity Allocations (Option Pricing Models).

The Valuation Analyst will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services.  In addition they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.

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.

Requirements:

Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.

Minimum 1-2 years  experience, preferably at a valuation or accounting firm, or a minimum 1 – 2 years working experience within an investment banking, asset management or economic/financial consulting firm.  Candidates working in Audit or performing financial analysis planning and analysis will be considered.

Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.

Direct current experience in ASC 718 & ASC 350/805  (Goodwill Impairment) a must.

Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.

Strong writing and presentation skills; experience preparing and reviewing valuation reports.

Strong technical skills including MS Excel, Word and PowerPoint skills

Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

Location:  Chicago, IL

Base salary: $70K-$80K Base + Bonus package

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Filed Under: Featured Jobs, Financial Services, Illinois, Job Alerts, Valuation Tagged With: , , , , , , , , , , ,

Tax Associate, Senior, & Manager (NY / MA / FL)

May 22, 2023 by

Responsibilities

  • Prepare federal and state corporate, individual, trusts and estates, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
  • Research tax issues and legislations.
  • Interpret tax code.
  • Provide and maintain proper documentation to support tax return calculations.
  • Analyze depreciation to determine proper methodology for tax impact on client engagements to decide best treatment of disposed for obsolescence and new fixed assets placed in service.
  • Make projections on future tax liabilities based on variable options to make client recommendations as part of the tax planning process.
  • Interact with client personnel regarding tax return information, deadlines, etc. and keep team informed on status.
  • Look for opportunities to provide additional services to clients.
  • Keep current on professional announcements.
  • Proactively participate in professional development opportunities, i.e. Mentoring Program, Coaching, CPEs, etc.
  • Initiate and develop relationship with appropriate levels of the client’s management team.
  • Conduct oneself professionally as a representative of the Firm.
  • Work beyond standard hours in expected throughout the year.
  • Provide training to co-workers on technical areas of tax expertise.
  • Give insight and thought leadership to corporate publications on tax matters.
  • Minimal travel to client sites may be required.
  • Additional responsibilities, not listed above, may be expected as needed.

Qualifications

  • Bachelors or Masters degree in Accounting from an accredited college or university.  MS in Taxation preferred.
  • Must have a CPA license or be eligible to sit for the CPA exam.
  • 2+ years relevant experience preferably from the Big 4.
  • Must have strong technology skills and be proficient with all aspects of Microsoft Office. Working knowledge and experience with GoSystems Tax RS, ProSystems fx Tax and ProSystems fx Engagement are a plus.
  • Must have strong written and verbal communication skills and be able to listen effectively.
  • work well under pressure; able to meet deadlines with accuracy.
  • Excellent analytical, organization and problem solving skills are a must.
  • Ability to learn processes quickly and be able to apply that knowledge to engagements.
  • Flexibility and openness to work on a variety of assignments; be able to multi-task.
  • Basic knowledge of federal and state tax compliance.
  • Team player with desire to be an active participant within the organization.
  • Have a strong desire to maintain a customer service approach focused on exceeding expectations in all areas.
  • Knowledge of basic tax laws/Generally Accepted Accounting Principles

Location: NY / MA / FL

Salary:  Competitive Base Salary + Quarterly Profit-Share & Bonus

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Filed Under: Accounting, United States Tagged With: , ,

Valuation Manager (NYC – Hybrid Role)

May 6, 2023 by
Responsibilities:
 
  • Managing projects and supervising Analysts and Interns
  • Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, illiquid debt investments
  • Preparing written valuation reports for client presentation
  • Solvency and fairness opinion analyses
  • Developing client interaction and participating in due diligence meetings
  • Conducting company, industry, and economic research
  • Analyzing general economic conditions and industry specific conditions and trends
  • Participating in the hiring and training of Interns and Analysts

 

Requirements:

  •  4-year degree necessary with an emphasis in finance or accounting
  • Minimum 5-7 years of experience in business valuation. Must have experience in purchase price allocations and other financial reporting related assignments, as well as business valuation experience.
  •  Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
  • Excellent verbal and written communication skills
  • Proficient computer skills (primarily Excel, Word, and PowerPoint)
  • Relationship-focused (with clients, peers, management, etc.)
  • Entrepreneurial
  • Positive and enthusiastic attitude
  • Excels in a team-oriented work environment
  • Shows creativity in problem solving
  • Accountability and ability to multi-task
  • Professional presence
  • Strong technical and analytical skills
  • Detail-oriented
  • Self-motivated with a strong work ethic

 

Location:  NYC (Hybrid Role)

Salary: $105K-$155K range Plus  Bonus

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Filed Under: Accounting, New York, Remote Position, Remote Positions, Valuation

SVP – Financial Reporting Valuation (Boston, MA)

April 14, 2023 by

This candidate will be on track to lead and grow an office.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree (MBA) and/or CFA Designation (or CFA candidate) preferred.
  • Minimum 10  years  experience, preferably at a valuation or accounting firm. Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.
  • Direct current experience in ASC 350/805  (Goodwill Impairment) a must.
  • Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.  Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.
  • Strong writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including MS Excel, Word and PowerPoint skills
  • Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

 

 

Location:  Boston, MA

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

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Filed Under: Featured Jobs, Job Alerts, Massachusetts, Valuation Tagged With: , ,

Valuation Manager – Portfolio Investments (NYC / NJ / Philadelphia / Chicago)

March 27, 2023 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, intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and 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.

The Valuation Manager – Portfolio Investment will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms, et al, perform 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 and market approaches, option pricing, waterfall, et al), investment research, financial modeling, financial statement analysis, reporting writing and Fair Value Accounting as well as strong experience with fairness/solvency opinions.

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;
§ Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys on a daily basis;
§ Managing multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment;
§ Developing and maintaining relationships with existing clients through periodic conversations and meetings;
§ 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.

Requirements:
* At least five years of relevant experience.
* Prior Management experience required
* A broad, in-depth knowledge of Portfolio Investment Valuations
* A thorough understanding of valuation theory and practice.
* CFA required

Location: NYC / NJ / Philadelphia / Chicago, IL

Salary: 140,000 – $180,000 plus Bonus

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