Manager – Atlanta, GA / Chicago, IL / Portland, OR

Responsibilities:

  • Managing associates and senior associates on engagement teams to provide valuation, damages analysis, and financial advisory services to clients, including selecting and applying appropriate methodology, writing opinions and reports, and supporting conclusions through audit, regulatory review, or litigation
  • Calling on potential new clients by independently developing a network of referral sources
  • Engaging in various other practice development activities (including professional association leadership, conference presentations, and technical publication and scholarship)

 

Requirements:

  • Masters degree in finance, accounting, or economics or MBA degree
  • CPA and/or CFA or related professional credential
  • Minimum 5+ years of related consulting experience
  •  Expert testimony experience a strong plus
  • Expertise in generally accepted analytical approaches and methods
  • Experience involving complex valuation, damages, or transfer price analysis within a litigation context
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills

 

Location: Atlanta, GA / Chicago, IL /Portland, OR

Salary: Highly Competitive

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Managing Director – Atlanta, GA / Chicago, IL, Portland, OR

Responsibilities:

  • Manage engagement teams providing valuation, damages analysis, and financial advisory services to clients, including selecting and applying appropriate methodology, writing opinions and reports, and supporting conclusions through audit, regulatory review, or litigation
  • Develop and manage a service line, such as intellectual property analysis, economic damages analysis, shareholder dispute analysis, transfer price analysis, gift and estate tax valuations, income tax valuations, ESOP valuations, or fair value accounting analysis
  •  Proactively call on potential new clients by independently developing a network of referral sources
  • Engage in various other practice development activities (including professional association leadership, conference presentations, and technical publication and scholarship)

     

Requirements:

  • Masters degree in finance, accounting, or economics or MBA degree
  • CPA and/or CFA or related professional credential preferred
  • Minimum 10+ years of consulting experience
  • Expert testimony experience required
  • Expert proficiency in generally accepted analytical approaches and methods
  • Management of complex valuation, damages, or transfer price analysis within a litigation context
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills

 

Location: Atlanta, GA / Chicago, IL, Portland, OR

Salary: Highly Competitive

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Finance Manager / Sr. Associate – FP&A (Essex County, NJ)

Ideal Candidate will have a Pharma/ Medical based background.

 

Responsibilities:

  • Monitor the day-to-day financial operations within the company
  • Ensure compliance with accounting policies and regulatory requirements
  • Prepare Consolidated budgets, forecasts, etc., taking into account the company’s goals and financial standing
  • Track and determine financial status by analyzing actual results in comparison with budgets/forecasts
  • Take ownership and provide routine reports to appropriate functional areas (sales data to sales department, operating data to operations, and such)
  • Help analyze the financial and operating metrics to assess near-term and long-term trends
  • Assemble and summarize data to structure sophisticated reports on financial status and risks
  • Assist in preparing and improving a routine reporting package for management and lenders
  • Develop presentations, financial models, conduct benchmarking, and process analysis
  • Conduct analysis on past, future and comparative performance
  • Participate in strategic data analysis, research, and modeling for senior company leadership
  • Identify trends, advise company and recommend actions to the executive team based on sound analysis
  • Provide financial analysis support to help evaluate growth strategies
  • Gain and update job knowledge to remain informed about our industry
  • Drive process improvement and policy development initiatives that impact the function
  • Ad hoc reporting and other projects as needed

 

Qualifications:

  • Bachelor’s degree in Finance or Accounting; CPA a plus
  • 2-5 years finance experience
  • Ability to synthesize large quantities of complex data into actionable information
  • Ability to work and effectively communicate with senior-level business partners
  • Excellent business judgment, analytical, and decision-making skills
  • Proficient in excel spreadsheets, databases, MS Office and financial software applications
  • Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis
  • Healthcare industry or Pharmacy experience REQUIRED

 

Location: Essex County, NJ

Salary: In the $100K range

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

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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Private Equity Accountant, Senior Associate, Associate Manager and Manager (NY / NJ)

Our Client is looking for highly motivated Private Equity Accountants with outstanding skills in the fund administration arena for their Union County, NJ and New York offices.

Responsibilities Include:

  • Maintain all financial data in the investment database
  • Post all journal entries and prepare monthly trial balance reports
  • Reconcile all cash received from investors and investments
  • Reconcile bank accounts
  • Calculate capital calls and distributions
  • Allocate income to partners in accordance with terms of partnership agreements
  • Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
  • Maintain and update investment data (number of shares, location of securities, country of origin)
  • Interact with clients and provide information as needed

Skills and Knowledge Required:

  • Bachelor’s degree in Accounting, Finance or Economics
  • CPA and/or MBA are strong pluses
  • 2+ years related experience in fund accounting preferably within the Private Equity field
  • Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
  • Proven ability to work as part of a team
  • Excellent client relationship management skills
  • Prior experience training, delegating tasks, and reviewing work is a plus
  • Ability to work in a fast paced environment
  • Strong organizational skills
  • Must be able to interact with

Location: New York / Union County, NJ

Salary: Up to $75K plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

Valuation Manager – International Bilingual: Japanese – Intangible Assets (NYC)

Responsibilities:

  • Manage and deliver business and intangible valuations for mergers and acquisitions, financial reporting, tax and regulatory compliance, restructuring and reorganization, corporate services and management planning purposes
  • Design the scope of work for engagements, oversee day-to-day activities, assume responsibility for quality control and accuracy of client deliverables, and effectively manage risk associated with engagements
  • Build, maintain, and enhance client relationships
  • Perform reviews of third party appraisals for audit support purposes
  • Supervise and mentor staff; provide timely and effective performance feedback and training
  • Assist in business development efforts; collaborate with other branches to build cross-functional relationships

Qualifications:

  • Bachelor’s degree in accounting, finance, economics, or business from an accredited college/university;
  • A minimum of five years of financial advisory and valuation experience within a business valuation firm or valuation practice of an audit, tax and advisory firm with a strong finance and/or accounting background
  • ABV credentials a plus
  • Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long lived asset impairment, supporting a company’s value for bidding or asking price plans, litigation support, and financial analysis and research
  • Excellent written and verbal communication skills, solid analytical and financial modeling skills, the ability to work well in a team environment and a commitment to mentoring and developing staff
  • Demonstrated ability to oversee multiple valuation engagements and manage client relationships

 

*** Japanese Fluency a must

 

Location: NYC

Salary: $110K range Plus Quarterly & Year End Bonus

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

Our client is a top rated independent valuation practice seeking an analysts for immediate start to join their portfolio securities team. This role 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.

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.

2-5 years experience required. CFA / CPA 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: Bucks County PA / NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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Sr. Associate – Alternative Investment Valuations (NYC / Los Angeles)

Responsibilities:

  • Assist in the preparation of valuations mainly consisting of a alternative investment activities.
  • Build new and maintain existing financial models including but not limited to discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
  • Analysis on financial and economic data.
  • Preparation of of reports and presentations

Qualifications:

  • Bachelors Degree in Finance or similar.
  • 3+ years of experience in investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets.
  • Excellent written and verbal communication skills.

 

Location: NYC / Los Angeles

Salary: Competitive Base * Plus Bonus Package

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Tax Senior (Houston, TX)

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

 

ocation: Houston, TX

Salary: Competitive Compensation package

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Senior Tax Associate / Manager – New England Locations

Our client, a leading advisory firm is seeking experienced Tax Mangers to join their New England teams.

The position required high energy, experienced audit professional with strong interpersonal and supervisory skills.

 

 

RESPONSIBILITIES:

  • Interact closely with clients to provide innovative individual and business tax planning, consulting and compliance services in a timely and effective manner
  • Specialization and experience in both individual  and business tax returns, with concentration in flow through entities
  • Ensure complete client satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies
  • Provide proper representation with taxing authorities for clients under federal or state examination. Possess strong writing skills for responding to problem resolutions for tax notices
  • Work closely with Partners, Directors, Senior Managers and staff on client management, professional development and business development activities
  • Supervise, develop, train and mentor staff including performance and engagement reviews
  • Be involved in practice development efforts of the firm
  • Provide on the job training to subordinates
  • Assist partners with preparation of engagement budgets and staff performance reviews
  • Review staff work product and ensure firm processes and quality control procedures are being executed
  • Attend professional development and continuing education sessions on a regular basis
  • Communicate engagement needs to the client
  • Recognizes extended services opportunities
  • Keep current on professional announcements
  • Proactively participates in professional development opportunities, i.e. Mentoring Program
  • Present on a technical topic(s) for level training
  • Cultivate effective relationships with client and staff
  • Creative positive impression with client by exhibiting professional competency and ability

 

REQUIREMENTS:

  •  Bachelors degree in Accounting or similar required; Masters in Taxation degree of LLM in Taxation a plus
  • CPA required
  • 5+ year public accounting tax experience
  • Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
  • Ability to problem solve and think both creatively and logically
  • Excellent analytical, organizational, written and verbal communication skills
  • Must have outstanding work ethic, willing to role up sleeves work attitude
  • A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
  • Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships
  • Thorough understanding of complex tax issues
  • Decisive ability to identify and execute solutions to problems
  • Ability to attract and develop profitable, sustainable client relationships

 

H-1B applicants welcome.

 

Location: New England locations in Connecticut, Rhode Island, Boston,MA, and Portland, ME

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move