JOB ALERT

Transaction Advisory Manager (NYC / Philadelphia, PA)

March 3, 2020 by

Our client, a leading advisory firm is seeking a Transaction Advisory Manager to join their team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Responsibilities

Responsible for managing all aspects of due diligence projects including but not limited to:

  • Obtaining and organizing due diligence information requests and data flow.
  • Managing the completion of project workbooks and related analysis.
  • Reviewing the work of staff.
  • Identification of Quality of Earnings adjustments.
  • Performance of working capital and debt analysis.
  • Identify potential issues and risks that potentially impact the valuation of the target and/or future cash flows.
  • Prepare initial drafts of Quality of Earnings and other due diligence reports.
  • Interacting with client, target management, other professional advisors to a transaction.
  • Managing project budgets and assist with client billings.
  • Ensuring compliance with TAS engagement policies and procedures.
  • Manage the completion of a project to its conclusion.
  • Client Interaction

 

  • Supervise, train and evaluate staff on engagements.
  • Achieve solid personal financial results including chargeable hours and net margin,
  • Assist with practice development activities.

Qualifications

  • Bachelors degree in Accounting, Finance, or Similar. CPA / CFA preferred
  • 4-7 years of relevant experience in financial advisory, transactions advisory services, or similar services.
  • Excellent problem solving, analytical and interpersonal skills.
  • Excellent technical accounting and reporting capabilities.
  • Ability to work effectively and efficiently under the pressure of transaction deadlines.
  • Excel proficiency.

 

 

H-1B applicants welcome.

 

Location: NYC / Philadelphia

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Job Alerts, New York, Pennsylvania, Valuation

Senior Manager – Transaction Advisory Services (Philadelphia, PA)

January 5, 2020 by

Our client, a leading advisory firm is seeking a Senior Transaction Advisory Associate / Manager to join their team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

 

Responsibilities:

  • Obtaining and organizing due diligence information requests and data flow.
  • Managing the completion of project workbooks and related analysis.
  • Reviewing the work of staff.
  • Performance of working capital and debt analysis.
  • Identify potential issues and risks that potentially impact the valuation of the target and/or future cash flows.
  • Prepare initial drafts of Quality of Earnings and other due diligence reports.
  • Interacting with client, target management, other professional advisors to a transaction.
  • Managing project budgets and assist with client billings.
  • Ensuring compliance with TAS engagement policies and procedures.
  • Manage the completion of a project to its conclusion.
  • Supervise, train and evaluate staff on engagements.
  • Contribute as an instructor and course developer to the TAS training program.
  • Achieve solid personal financial results including chargeable hours and net margin.
  • Assist with practice development activities.

Qualifications

  • Bachelors degree in Accounting, Finance or similar. CPA / CFA a plus.
  • 6+ years of relevant experience in delivering financial advisory, transaction advisory services, or similar services.
  • Excellent problem solving, analytical and interpersonal skills.
  • Excellent technical accounting and reporting capabilities.
  • Client facing experience is required, good responsiveness.
  • Ability to work effectively and efficiently under the pressure of transaction deadlines.
  • Excellent Excel skills.
  • Excellent business acumen.

 

 

H-1B applicants welcome.

 

Location: Philadelphia, PA

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Job Alerts, Pennsylvania

Senior Associate – Transaction Advisory Services (Philadelphia, PA)

December 12, 2019 by

Our client, a leading advisory firm is seeking a Senior Transaction Advisory Associate to join their team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Responsibilities

  • Conduct financial advisory due diligence in buy-side and sell-side transactions.
  • Review target company financial information
  • Identify pre and post-acquisition transaction issues in the context of financial due diligence.
  • Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
  • Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
  • Supervise, develop and evaluate staff.
  • Liaise with other disciplines (tax) working on the diligence projects.
  • Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
  • Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

Senior Associate will also need to identify the following:

  • Historical and projected financial, operating and commercials trends.
  • Quality of earnings adjustments.
  • Working capital and net debt considerations.
  • Potential liabilities and risks with impact valuation and negotiation of the target company

 

Qualifications:

  • Bachelors degree in Accounting, Finance, or Similar. CPA / CFA preferred
  •  2-4 years of relevant experience.
  • Strong understanding of the M&A process.
  • Excellent analytical and problem solving skills.
  • Excellent documentation skills.
  • Excellent communication and interpersonal skills.
  • Excellent Excel skills.
  • Excellent business acumen.
  • Ability to work effectively and efficiently under the pressure of transaction deadlines.

 

 

H-1B applicants welcome.

 

Location: Philadelphia, PA

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Job Alerts, Pennsylvania, Valuation

CPA, Senior / Manager – International Taxation (Connecticut Locations)

November 24, 2019 by

Our Client, a leading advisory firm is seeking Tax Seniors with Individual international cross-border experience, to join their growing and well-established national firm in their CT offices.  The position requires a high-energy, experienced tax professional, with strong interpersonal and supervisory skills, and experience with foreign tax credits, tax treaties, and foreign financial reporting. Knowledge of Tax Equalization calculations is essential.

 

Responsibilities

  • Interact closely with clients to provide innovative business, tax planning, consulting and compliance services in a timely and effective manner.
  • Prepare and review federal and state corporate, individual, and partnership returns, including exercising professional judgement with respect to issue identification to develop solutions.
  • Supervisor and help drive the success of multiple engagements in corporate, partnership and individual taxation.
  • Ensure complete client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax saving strategies.
  • Work closely with Partners, Senior Managers, Managers, and staff on client management, professional development, and business development activities.
  • Supervise, develop, train and mentor staff-including performance and engagement reviews.
  • Attend professional development and continuing education sessions on a regular basis.

 

 

Requirements:

  • Bachelors or Masters degree in Accounting or similar. CPA required
  • 4-7 years solid tax experience in public accounting
  • Ability to problem solve and think creatively and logically.
  • Demonstrated ability to self-direct and effectively organize, priority, and manage multiple engagements under tight deadlines.
  • Outstanding leadership, mentoring, and interpersonal skills.
  • Excellent analytical, organization, and communication skills.
  • Experience with application of Double Tax Treaties, Totalization Agreements, Tax Equalization, and Foreign Bank Account Reporting is a plus

 

 

Location: Connecticut Locations

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

 

Filed Under: Accounting, Connecticut, Job Alerts, New England Tagged With: , , ,

Transaction Advisory – CPA, Director (NYC / San Francisco, CA)

November 12, 2019 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.

Responsibilities:

  • Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.
  • Write and review reports to clients.
  • Develop and maintain relationships with clients.
  • Lead multiple chargeable projects and effectively communicate with clients and other service lines.
  • Ability to identify transaction risks and key deal issues.
  • Effectively supervises and acts as a role model for seniors and managers.
  • Develop agendas and lead meetings with target management.
  • Maintain periodic communications with the engagement MD/partner and client regarding project status and potential deal issues as they arise.
  • Participate in marketing and business development programs, including attending industry conferences.

 

Requirements:

  • Bachelor’s degree and CPA credentials required
  • 7-10 years of accounting/audit experience.
  • Financial due diligence on both sell side and buy side is required.
  • Excellent knowledge of GAAP, SEC and IFRS
  • Experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

 

U.S. Citizenship or permanent residency required.

 

Locations: NYC & San Francisco, CA
Salary: Highly competitive with Bonus package

Filed Under: Accounting, California, Job Alerts, New Jersey, New York

Financial Analyst ( San Francisco, CA)

November 3, 2019 by

Our client is a top rated independent valuation practice.

This candidate should have concentrated knowledge of corporate finance, financial markets and accounting.

The 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. CFA / ASA/ and/or CPA a plus

1-3 years  experience, preferably within finance, accounting, or audit.

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

Strong technical skills including MS Excel, Word and PowerPoint skills.

 

Location:  San Francisco, CA

Base salary: Up to $100K  based upon experience + Quarterly Bonus and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

Filed Under: Accounting, California, Job Alerts, Valuation

Senior Audit Associate (Suffolk County, NY)

October 23, 2019 by

Our client, a leading advisory firm is seeking experienced Tax Seniors to join their Long Island team.

This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.

Working under the direct supervision of a Senior Manager and Partner, a Supervisor will assist on engagements through investigation or analysis, aid in the preparation of exhibits and reports, and oversee the work of staff associates.

 

Responsibilities:

  • Organize information in meaningful analyses and exhibits
  • Quickly develop an understanding of an entity’s financial records, tax filings and operating environment
  • Have an understanding and be able to speak to various service lines in the Advisory group
  • Work on multiple engagements simultaneously
  • Maintain and organize documents received and produced in litigation
  • Develop models and calculations
  • Stay informed of current trends in the accounting industry, as well as current business/economic developments and their impact on our clients
  • Guide and review the work of the staff associates
  • Provide assistance to accomplish the engagement objectives effectively and efficiently
  • Enhance Service Delivery
  • Seek, develop and present ideas that will increase the efficiency and quality of services
  • Commit to developing individual and group knowledge
  • Put forth diligent effort to pass the CPA exam
  • Considers potential areas to develop expertise and specialized knowledge
  • Recognizes the importance of, and actively participate in, practice development
  • Considers potential areas to develop expertise or obtain additional certifications
  • Maintain positive, professional relationships with clients and counsel
  • Communicate engagement needs with the client
  • Represent the firm at professional and charitable and/or civic organizations events

 
Requirements:

  • Bachelor’s Degree in Accounting and/or Finance. Master’s preferred. * Law Degree considered
  • CPA credentials or eligibility to sit for CPA and/or the Bar exam
  • 5-8 years of related experience
  • Strong analytical and research skills
  • Excellent communication, interpersonal skills, time management and organizational skills
  • Client services and management skills
  • Ability to self-motivate and take initiative
  • Strong technological skills with the ability to quickly learn and adapt to new or different technology
  • Understanding of US GAAP and/or GAAS
  • Team Leadership and Participation
  • Familiarity with the US legal system and rules of evidence

 

H-1B applicants welcome.

 

Location: Suffolk County, NY

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, New York

Accounting Paraprofessional (Connecticut Locations)

September 23, 2019 by

Responsibilities

  • Performing bookkeeping services for clients including, but not limited to, recording of transactions, preparing adjusting journal entries, preparation of trial balances, depreciation schedules and monthly, quarterly or annual reconciliations.
  • Preparation of quarterly and annual federal and state payroll tax returns and annual Form 1099s
  • Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures.
  • Gathering data for tax return preparation and maintaining client tax files.
  • Preparation of federal and state individual income tax returns.
  • Preparing federal tax form 1041 primarily related to trusts, inputting of partnership K-1’s brokerage activity, and related.
  • Preparation of simple to moderate form 1040
  • Assist professional staff in preparing workpapers, trial balances, depreciation schedules, entering data for computer applications and preparing engagement correspondence.
  • Gathering data for tax return preparation and maintaining client tax files.
  • Completing month end work (track payment of federal, state and local tax estimates, review G/L detail to be sure sufficient information is provided for preparation of year-end returns.)

 

Qualifications

  • Associate Degree in Accounting and/or working towards Bachelors degree.
  • 2-5 years of experience in public accounting, corporate or private business.
  • Strong understanding of accounting, bookkeeping and tax preparation services.
  • Proficient knowledge of Microsoft Office, Excel, QuickBooks and/or Peachtree.
  • Experience with individual income tax preparation is a plus.
  • Ability to problem-solve and think both creatively and logically.
  • A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines.
  • Outstanding interpersonal skills fostering client relationships.
  • Excellent analytical, organizational, and written and verbal communication skills.
  • Effective listening skills.
  • Ability to meet deadlines with accuracy.

 

H-1B applicants welcome.

 

Location: Connecticut Locations

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Connecticut, Job Alerts, New England Tagged With: ,

Manager – Valuation & Litigation Services (New England Locations)

September 19, 2019 by

Responsibilities

  • Work closely with leaders to manage cases from start to finish.
  • Work with team members to ensure accurate and timely financial models, analysis, and research.
  • Prepares reports that ensure analysis adequately supports conclusions reached.
  • Provides guidance and mentoring to staff to help facilitate staff development.
  • Manages the assignment budget and profitability in area of responsibility.
  • Take a lead role in managing engagements and client interactions.

Qualifications

  • B.S degree in accounting, finance or similar required; CFA or ASA preferred
  • 5+ years relevant experience
  • Proven ability to take a project from start to finish with minimal guidance.
  • Ability to lead, motivate, develop and coach teams.
  • Demonstrate proven ability to compile and complete reports from start to finish.
  • Strong interpersonal skills and active participation in networking.
  • Strong project management and problem solving skills.

 

H-1B applicants welcome.

 

Location: Boston, MA & Connecticut Locations

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

Filed Under: Accounting, Connecticut, Job Alerts, New England, Valuation

Senior Accounting Associate (Boston, MA)

September 16, 2019 by

Senior Accounting Associate needed for a leading advisory firm. This role will be responsible for providing high level review and accounting services. As well  as developing an understanding of the client’s business, anticipating and addressing client concerns.

Responsibilities:

  •  Identifying tax planning for clients.
  • Prepare tax returns with minimal supervision and minimal errors.
  • Review moderately complex returns prepared by others, identifying issues, errors, omissions and planning opportunities.
  • Provide tax advisory services to the clients.
  • 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.
  • Creative positive impression with client by exhibiting professional competency and ability.
  • Perform compilations and reviews for clients in various industries.
  • Project manage one or more client assignments simultaneously with effective use of project management techniques and organization of resources to ensure achievement of assignment objectives.
  • Perform a detailed review of the assignment team’s work to ensure quality, thoroughness and completion of assignment tasks within agreed timeframes.
  • Maintain and reconcile multiple ledgers for businesses
  • Prepare bank reconciliations and organize client records
  • Prepare and review work papers to adequately document work performed and support conclusions reached.
  • Build and nurture strong working relationships with client management and peer client levels.
  • Some local travel to client locations required

Requirements:

  • B. S. degree in accounting, finance, or similar; CPA preferred.
  • 3-5 years of accounting and/or tax experience in a public accounting firm.
  • Demonstrated working knowledge of accounting systems including Excel and QuickBooks. Experience with ProSystem fx Engagement a plus.
  • Excellent interpersonal and communication skills.
  • Strong project management and problem solving skills.
  • Demonstrated ability to coach, motivate and direct a team of people.
  • Demonstrated ability to develop and maintain customer service approach when building and maintaining client relationships.

 

H-1B applicants welcome.

 

Location: Boston,MA

Salary: Highly Competitive

 

Contact a Recruiter at Careers On The Move

 

Filed Under: Accounting, Job Alerts, Massachusetts, New England
Careers on the Move