Business Development Associate (NYC)

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

Responsibilities:

Conduct market research to identify target companies and key individuals at those companies
Initiate communications with companies and conduct ongoing follow up
Monitor M&A activity and trends in the territory and track M&A activity at target companies
Provide research support for meetings
Develop marketing collateral, presentations and meeting materials
Attend networking and other professional events

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 13 years of business development experience
  •  Strong verbal, written communication, listening and interpersonal skills
  • Ability to prioritize multiple assignments and collaborate with internal teams to manage time-sensitive engagements
  • Strong work ethic and capacity to work flexible hours around critical due dates
  • A broad knowledge of finance
  • Comfort and experience dealing with private equity firms and corporate finance and accounting staff
  • Experience with private equity and/or investment banking a plus
  • General understanding of valuation and/or financial reporting also a plus

 

Location: NYC

Salary: $70-$120K plus profit-share and bonus

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Director / Managing Director (Any Major U.S. City)

Our Client, is seeking seasoned professionals to further expand its market presence in the stock-based compensation and complex securities advisory services arena. The will consist ofexpanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.

Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.

Requirements:

  • Bachelors Degree in Finance or Accounting (MBA a plus)
  • 8-12+ years relevant experience preferably with some Big 4 expertise.
  • CFA / CPA Certification preferred

Public Accounting national network is highly favored as the firm is actively expanding.


Location: Any Major U.S. City 

Base salary: $200-$275K

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Director – Valuation, Forensic, & Litigation (OH, MO)

Responsibilities

  • Generate work through current contacts and connections and actively engages with new contacts to bring in new work.
  • Develops and strengthens long-term relationships with senior client management, manages client expectations, and ensures client satisfaction.
  • Establishes work plan for each client assignment including assigning tasks and responsibilities and ensures completion in accordance with plan and client expectations.
  • Manages the assignment budget and profitability in area of responsibility.
  • Takes a lead role in managing engagements.
  • Reviews and prepares reports to ensure analysis adequately supports conclusions reached.
  • Manage subordinate efforts – train and develop employees in all aspects, provide leadership, direction, and meaningful feedback
  • Provides staff evaluation and guidance during and at the end of each engagement as well as completes annual and semi-annual performance evaluations.
  • Present at conferences, seminars and meetings of professional, legal or business group

 

Qualifications

  • Demonstrates proven ability to manage valuation and litigation projects from start to finish.
  • Demonstrated ability to lead, motivate, develop and coach teams.
  • Strong interpersonal skills and active participation in networking.
  • Strong project management and problem solving skills.
  • Demonstrates strong ability to develop and maintain customer service approach when building and maintaining client relationships.
  • Demonstrated history of originating engagements.
  • Minimum 10 years of related experience.
  • Testifying expert experience preferred.
  • B.S degree in accounting or finance required. Masters or Juris Doctorate is a plus.

 

CPA, ABV, ASA or CFA preferred.

 

Location: MO / OH

Salary: Highly Competitive base + Bonus package

 

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Assurance Professionals – All Levels (Nationwide)

Responsibilities

  • Coordinate various planning phases of engagements and ensure work in on schedule
  • Generate budgets
  • Maintain profitable realization rates
  • Review and evaluate work papers, and determine compliance with professional standards and firm policy
  • Review reports and financial statements
  • Review with the engagement partner significant findings that raise questions involving auditing standards and firm policy
  • Manage risk and ensure quality control procedures are being executed
  • Be involved in practice development and supervision of multiple engagements
  • Assume responsibility for billing and collections when circumstances permit
  • Develop and maintain positive working relationships with client management
  • Provide on-the-job training to subordinates
  • Generate new business annually for new and existing clients
  • Represent the firm by presenting on areas of expertise at 3rd party events
  • Effectively manage employee and client expectations
  • Complete performance evaluations constructively and timely, and also provide ongoing performance feedback to employees
  • Maintain required annual CPEs

Qualifications

  • MBS/BS/MS in Accounting, Finance,or similar.
  • CPA required
  • 3+  years of relevant experience.
  • Advanced knowledge of generally Accepted Accounting Principles (GAAP)/Tax Law Knowledge

 

Location: Nationwide

Base salary: Highly Competitive  based upon experience +Generous Bonus Package

 

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Real Estate Tax Manager (NYC / CA)

Responsibilities

  • Review real estate partnership/corporate returns.
  • Manage compliance engagements, from budgeting to scheduling to managing staff.
  • Experience in working with REITs.
  • Perform research and draft memoranda on real estate issues.
  • Train and supervise staff, review and evaluate their work.
  • Make suggestions to help improve efficiencies, within department and on engagements.
  • Build new and existing client relationships and demonstrate interest and knowledge of clients’ businesses.

Qualifications

  • BS and/or Masters in Accounting, Finance, or similar.
  • CPA / JD required
  • 7+ years solid experience in Real Estate Tax.
  • Superb communications skills (written and verbal).
  • Ability to multi-task in a fast paced, deadline driven environment.
  • Excellent organizational and analytical skills.
  • Able to problem solve and think both creatively and logically.
  • Strong tax research skills.
  • Strong accounting and analytical skills.
  • Thorough understanding of complex technical issues.
  • Decisively executes solutions to problems.

 

 

Location: NYC / CA

Base salary: $160K-$200K +Generous Bonus Package

 

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Manager, SALT (Tampa, FL / Fort Lauderdale, FL)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of federal, state, local and international tax services. They are currently seeking a Manager to join their State and Local Tax (SALT) practice.

Responsibilities:

  • Assist clients with multi-state holdings on tax issues including compliance, advising, planning
  • Prepare for hearings
  • Review information presented on state income tax returns before, during, and after preparation
  • Assist audit teams with review and analysis
  • Research  income and franchise tax questions
  • Supervise, mentor, and develop staff

Qualifications:

  • Five years of experience with multi-state tax issues
  • Bachelor’s degree
  • CPA or J.D./LL.M. or MST
  • Excellent Business Development and  client relationship management
  • Excellent writing, communication, and tax research skills

Location: Tampa, FL / Fort Lauderdale, FL

 

Salary: $100,000 +

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Tax Senior (NYC / NJ / PA / CA)

Responsibilities:

  • Complete moderately complex projects accurately, thoroughly, and efficiently
  • Participate in staff training and tax department meetings
  • Prepare high level corporate and individual  returns, familiar with various state tax returns, major credits, current relief acts, and prepare provisions/Fin 48 analysis
  • Provide assistance to peers and others when requested
  • Create positive impression with client by exhibiting professional competence and ability
  • Put forth a diligent effort to pass CPA Exam and advance technical knowledge
  • Proactively participates in professional development opportunities, i.e. Mentoring Program
  • Recognize extended to tax service opportunities at client and brings them to the attention of upper management

Qualifications:

  • Bachelor’s Degree in Accounting or similar. Master’s a plus.
  • Eligible to sit for the CPA Exam, or current CPA credentials preferred.
  • 2-5 years of relevant experience.
  • Understand all aspects of engagement
  • Demonstrate knowledge of accounting principles and tax standards to effectively supervise staff and solve routine engagement principles.
  • Strong technology skills, with proficiency in Axcess
  • Strong communication and interpersonal skills
  • Analytical and problem solving skills
  • Ability to meet deadlines with accuracy
  • Effective listening skills
  • Time management skills
  • Effectively articulates basic tax and business issues and their resolutions
  • Exhibit effective listening and verbal skills as demonstrated by engagement behavior and staff performance

 

Location: NYC / NJ / PA / CA

Salary: Competitive

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Massive Hiring Nationwide for CPAs at Top Accounting Firms

Top Public Accounting firms seeking professionals in Tax & Audit Nationwide.

Prior recent Public Accounting experience required.

CPAs preferred.

US Citizenship (some clients accepting H-1Bs transfers).

Listings include Tax Seniors, Tax Managers, Audit Seniors, and Audit Managers.

 

Locations throughout the nation with many job listings in NYC, Northern, NJ, Philadelphia, and Long Island, NY

 

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Director / Managing Director (Denver / Tulsa / Dallas / Houston)

Our Client, is seeking seasoned professionals to further expand its market presence in the stock-based compensation and complex securities advisory services arena. The will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.

Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.

Requirements:

  • Bachelors Degree in Finance or Accounting (MBA a plus)
  • 8-12+ years relevant experience preferably with some Big 4 expertise.
  • CFA / CPA Certification preferred

Public Accounting national network is highly favored as the firm is actively expanding.


Location: Denver / Tulsa / Dallas / Houston

Base salary: $200-$275K

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Valuation Associates – Complex Securities (Nationwide)

Our client is a top rated independent valuation practice seeking associates to join their team. All levels are hiring, Analyst up to Director. The focus of this team is complex securities. Ideal candidates will have a Quant background.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or similar. CFA, ASA, and/or CPA certification / track a plus.

2+ years experience required , preferably within Big 4 or Valuation Firm

Quant background preferred

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: Nationwide (including NYC- NJ- Bucks County, PA – Boston, MA – Raleigh, NC – Chicago, IL – Dallas, TX – San Francisco, CA – Milwaukee, WI)

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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