Accounting & Tax Professionals – Staff Accountant up to Partner level (Nationwide)

Top Advisory firm seeking professionals in Accounting, Assurance, Tax & Audit Nationwide.

Prior recent Public Accounting experience required.

CPAs preferred.

US Citizenship

 

Locations throughout the nation with many job listings in NYC, NorthernNJ, Philadelphia, and New England

 

Contact a Recruiter at Careers On The Move

M&A Professional (US Workplace – Company base: Tokyo, Japan)

Our Client, an investment bank in Tokyo, Japan is seeking a M&A professional in the US with a successful track record of completing deals within the country. The intention is to acquire & invest in companies in the US and are looking for a skilled, motivated, and experienced individual within the M&A sector to work with us in creating successful opportunities and completing deals.

 

Requirements:

Bachelors Degree in Finance, Business, or similar

CPA a plus

Big 4 accounting firm experience preferred

Familiarity with the M&A market in the US

5 years+ in an M&A business (Buy side)

 

*** Must have U.S citizenship or permanent residency

 

Location: Nationwide

Salary: $95K range

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Associate / Sr. Associate (Remote – Nationwide)

Our client is looking for a full remote valuation associate. Candidates nationwide will be considered.

 

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.

2-4 years experience required in financial reporting / complex securities

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.

 

Must have U.S citizenship or permanent residency.

 

Location: Remote (Nationwide)

Salary: 80K range base + 40K range bonus

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Valuation 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.

 

This is a mixed position that will assist in both Complex Assets & Financial Reporting Valuation

Required Experience:

  • Bachelors degree in Finance, Economics or related field with a demonstrated aptitude in quantitative and qualitative analysis. MBA preferred.
  • 2-3 years  valuation experience in Complex Securities and/or Financial Reporting
  • Experience in
    • ASC 718
    • 409a
    • Earn Outs
    • Goodwill Impairment
    • Options and warrants
    • PPAs
    • Tax / Financial Reporting Valuations
  • Ability to work on multiple engagements
  • Experience working at a valuation firm or at an accounting firm in a valuation practice
  • Strong writing and presentation skills
  • 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
  • Positive attitude and a strong work ethic
  • Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, CPA/ABV, CVA, AVA, CFA)

Location: New York City, NY

Salary: Competitive

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Financial Analyst – Valuation (Milwaukee, WI)

Our Client, a Top Valuation Firm is seeking an Entry Level Financial Analyst to expand their Milwaukee team. The candidate will be responsible for valuation analyses
using an income, market and transaction, as well as option-pricing models. Work load will primarily consist of  financial and tax reporting valuation, including but not limited to purchase price allocations, goodwill impairment, business enterprise and common stock valuations.

Analyst will report to the Professional Services Manager and Engagement Manager. Major responsibilities will include company, economic, and industry research, participating in client meetings and calls, gathering and analyzing data, building financial models, and writing narrative reports on such activities.

 

SKILLS & REQUIREMENTS:

  • Bachelor’s degree in accounting, finance, economics or business administration; CFA a plus
  • 1-3 years of work experience in valuation, finance or accounting;
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • Advanced, working knowledge of Excel and Word;

 

 

Location: Milwaukee, WI

Salary: Competitive base

Contact a Recruiter at Careers On The Move 

 

 

Tax Manager – Florida (Statewide)

Our client is seeking Tax mangers for their Florida locations. Ideal candidate will be experienced in delivering partnership tax compliance and advisory services including for investment partnerships and carry partnerships. A professional services background is preferred.

Responsibilities:

  • A track record of delivering quality work for clients; demonstrating an understanding of the client’s business and relevant professional standards and maintaining excellent client relationships
  • An ability to plan and deliver work against tight deadlines, managing client expectations and team work schedules
  • A track record of providing meaningful feedback to coach, mentor, and help others improve and take ownership of their personal development
  • An ability to take advantage of new opportunities for learning, sharing new knowledge; being intellectually agile and able to think creatively
  • Demonstrated ability to provide leadership and direction within a team, a positive enthusiastic manner
  • A proven ability to use the provision of compliance services as an opportunity to identify further relevant issues and identify new opportunities
  • Ability to work closely with the Partners and Directors in building all aspects of our business.
  • Creative problem solving including ability to identify, recommend and implement solutions using multiple sources of information for tax related client issues
  • Good risk awareness skills in challenging, interrogating and interpreting data.
  • Ability to review and develop lesser experienced staff in the areas of client engagement and applied technical knowledge with real estate clients and multi-entity structures.
  • Ability to analyze and review tax implications of acquisitions, dispositions, and redevelopment of real estate.
  • Desire to serve as the primary engagement manager with economic responsibilities for billing, realization, and collections

 

Requirements:

Bachelor’s Degree in Finance, Accounting or similar. MBA preferred

CPA or Bar license required

7-10 years of recent, related tax experience in public accounting.
Experience with partnership tax

Experience with clients in private equity, real estate and/or construction client a plus

 

Location: Florida locations 
Salary: Highly Competitive Base Plus Bonus

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Financial Analyst – Financial Reporting Valuation (Milwaukee, WI)

Our client is a top rated independent financial advisory & valuation practice expanding their Milwaukee office.

The Financial Analyst will primarily perform primarily perform valuations for purchase price
allocation, impairment testing purposes, and stock compensation expense.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public 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.

 

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • 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:

1-3 years work experience at a valuation firm or public accounting firm.

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

Must have CFA or be in the process of obtaining it.

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: Milwaukee, WI

Salary: Very Competitive + Bonus package

 

 

Contact a Recruiter at Careers on The Move

 

Business Development Manager / Sr. Manager – Private Equity (Boston, MA)

Our client is an independent valuation firm with a track record-a full service appraisal/financial advisory  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. They are seeking Business Development professionals for two locations. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
  • 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.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
  • Selling 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;
  • Selling financial opinions with respect to valuation, fairness and solvency;
  • Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • Minimum seven to 10 years of successful Business Development experience selling to businesses and institutions.
  • Experience in Private Equity required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: Boston, MA

Salary: $100K -$150K range  plus  Bonus / Commission plan

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Manager / Sr. Manager Matrimonial Litigation / Forensic Accounting- (Remote – Northeast / Mid Atlantic)

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

Key Responsibilities:

  • Manage multiple complex matrimonial litigation projects.
  • Perform advanced financial analysis including asset tracing, lifestyle analysis, business valuation, cash flow analysis, income available for support, and settlement structuring .
  • Communicate and review results with clients in a timely and efficient manner .
  • Maintain and develop positive, productive, and professional relationships with clients and colleagues

 

Qualifications:

  • Minimum Bachelor’s degree in Accounting or Finance.
  • Advanced degrees including MBA or JD highly desired.
  • Preferred certifications: CPA; ASA/CVA/ABV; CFF; and CDFA
  • Training in divorce mediation and collaborative law highly desired
  • Five plus years’ experience in litigation and matrimonial forensics highly desired
  • Excellent written and verbal communication skills
  • Open to forensic accountants who have asset tracing experience with openness to applying this skill to matrimonial litigation

 

 

 

Location: Remote but must reside within driving distance to Central NJ

Salary: Competitive Base + Bonus Package

Contact a Recruiter at Careers On The Move 

Financial Analyst, Energy – Portfolio Valuation (NYC / Philadelphia 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.

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. Excellent opportunity to work on top deals, gain and develop key industry contacts.

Our client is seeking a Financial Analyst – Energy. The ideal candidate must possess a strong financial modeling background, as well as have an analytical orientation and business development skills. Expertise in the Energy sector is necessary. This position is great for a candidate interested in gaining experience with a variety of investment securities and valuation methodologies, as well a 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 subsectors within the energy sector, including, but not limited to, oil and gas exploration and production, oil and gas midstream, oil and gas downstream, MLPs, cogeneration, renewable energy, etc., using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Prepare formal client reports.

Qualifications:

  • Bachelors Degree in Business Administration, Finance or related field. Masters degree is required. Coursework in valuation or securities analysis is a plus.
  • 2-5 years of relevant energy-focused work experience. Master Limited Partnerships (MLP) and Exploration & Production (E&P) Market experience is required.
  • Background in credit analysis is preferred.
  • Advanced, working knowledge of Excel.
  • Strong oral and written communication skills and superior analytical capabilities are imperative.
  • 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.

 

Location: NYC / Philadelphia Metro

Salary: Competitive Base Plus Quarterly Profit-Share and Wall Street Bonus

 

Contact a Recruiter at Careers On The Move 

 

 

Careers on the Move