Junior Valuation Analyst (NYC or Central NJ)

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

Our client is a top rated independent valuation practice.

The Junior Analyst will primarily perform valuations of privately-held companies, including debt and equity securities and intangible assets in privately-held companies, as well as purchase price allocation work, for tax and financial reporting purposes. The position is ideal for someone interested in gaining a wide introduction to a variety of industries and valuation methodology as well as 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 industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.

Assist in preparing formal client reports.

Requirements:

Recent graduate to 3 years dependent on relevant work experience and education.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance. Any coursework in valuation or securities analysis 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: NYC, Central NJ and San Francisco, CA

Salary: $50K-$60K Plus Quarterly & Year End Bonus

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Transfer Pricing Manager (Short Hills, NJ)

Our client is a top consulting firm with offices around the world. Our client provides a broad range of tax and advisory services.  They are currently seeking a Transfer Pricing Manager.

Responsibilities:

The ideal candidate will be responsible for managing  the delivery and completion of projects within the transfer pricing department. To do so they will prepare analysis of economic and financial data, determine regulatory compliance and prepare reports. Review and analyze financial statements. Perform research on comparable publicly traded companies  They will develop and maintain client relationships. In addition they will be responsible for the supervision and mentoring of staff members.

Manage and deliver transfer pricing services

Develop and maintain client relationships

Supervise and mentor staff members

Prepare and analyze financial and economic data for tax and regulatory compliance purposes through the use of Microsoft Word, Excel, Access, and various statistical sampling packages

Qualifications:

5  years experience with advisory related projects

Bachelor’s degree in Economics, Business, Finance, Mathematics, or Statistics

Considerable progress towards an advanced degree

Hands on practical knowledge of valuations and transfer pricing,

Excellent analytical abilities with quantitative analysis, and financial statements

Knowledge of U.S. GAAP

Exposure to statistics, plan evaluation, or operational performance analysis is a plus

Excellent written and verbal communication skills, solid research skills, and able to work well in a team environment or independently

Location: Short Hills, NJ

Salary: Competitive

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Portfolio Securities Valuation Manager (Central NJ)

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.

These valuation roles will administer independent valuation services for BDC’s, Hedge Funds, LP’s and Private Equity Firms. Role performs 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/market approaches, option pricing, waterfall), investment research, financial modeling, financial statement analysis, reporting writing & Fair Value Accounting as well as strong experience with fairness/solvency opinions.

The Group offers deep expertise in understanding and valuing complex financial instruments and derivatives (including various debt and equity structures such as embedded derivatives, convertible debt securities, relative TSRs and other share based compensation programs, SWAPs, CDOs and CLOs) for financial reporting purposes, tax and regulatory compliance, transaction support, capital investor requirements, and corporate strategy.

Responsibilities:

  • Perform valuations of complex securities such as options, warrants, convertible bonds, contingent considerations and preferred and common stock in privately-held companies. These valuations could be under ASC 718, ASC 805 or ASC 820
  • Provide 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.
  • Render financial opinions with respect to valuation, fairness and solvency.
  • Perform valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets.
  • Perform 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.
  • Construct and maintain 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.
  • Monitor certain economic, industry, capital market and company trends and developments.
  • Prepare and present detailed financial analyses and reports to directors, senior managers, lenders and shareholders.
  • Interact and coordinate with equity sponsors, investment bankers, accountants and attorneys on a daily basis.
  • Manage multiple engagements simultaneously with tight-deadlines in an unstructured and entrepreneurial environment.
  • Develop and maintain relationships with existing clients through periodic conversations and meetings.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • 5 years experience, and prior experience managing small teams of analysts.
  • A broad, in-depth knowledge of Portfolio Investment Valuations
  • Thorough understanding of valuation theory and practice.
  • Ideal candidate has a working background within a Big4 Accounting firm, sell side research OR valuation firm.

Location: Central NJ

Salary: Very Competitive

 

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Commercial Litigation SVP / VP – NYC or Central, NJ

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

Client`s Litigation & Valuation Services Group consists of a knowledgeable team of consultants whose goal is to provide superior, specialized services to attorneys in various areas of litigation support. They provide assistance to both matrimonial and civil attorneys utilizing forensic accounting, specialized analysis and reports, assistance in mediation and negotiation, expert testimony and written reports, cross examination and related assistance, financial report preparation, financial exhibits and other visual aids, discovery interrogations and depositions, and damage calculations.

Requirements:

CPA and /or MBA and current public accounting/valuation consulting experience
Business development experience required
Contacts in NJ and NYC

  • 10+ years of experience
  • Commercial Litigation

Looking for someone who does in this order of importance:

-Commercial damages, shareholder disputes, business valuations, some fraud/forensic, a little matrimonial cases

– Prior  experience with testifying

-Has contacts with law firms/ referral business in NYC

-Book of business if possible ( if no non compete)

– Certified Valuation Analyst (CVA)

– Master Analyst in Forensic Finance (MAFF)

-Energetic, looking to build a practice

-Some travel may be required

Location: New York NY or Cental NJ

(Relocation Assistance offered)

Salary: $120,000-$200,000  Base Salary plus bonus

 

Contact a Recruiter at Careers on The Move 

 

 

 

Junior Valuation Analyst (Central NJ)

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

Our client is a top rated independent valuation practice.

The Junior Analyst 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. The position is ideal for someone interested in gaining a wide introduction to a variety of investment securities and valuation methodology as well as 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 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. Any coursework in valuation or securities analysis a plus.

Recent graduate to 2 years dependent on relevant work experience and education.

Minimum 1 to 2 years experience with portfolio valuation

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: Central NJ

Salary: $55K-$80K Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Senior Tax Accountant (Saddle Brook, NJ)

Our client is a CPA firm with offices in the NY/NJ Metro area, and ranked one of the top regional accounting firms that services clients nationally, as well as on an international level. They are seeking a Senior Tax Accountant.

The Senior Accountant is responsible for the preparation of tax returns, close interaction with client providing compliance, consulting and planning; and assisting in client development and retention activities. This role will also direct and oversee work of staff accountants.

Responsibilities:

  • Responsible for performing tax preparation for corporations, s corps and partnerships.
  • Prepare tax provision schedules
  • Coordinate with various departments
  • Respond to client inquires, Internal Revenue Service, State and Local tax notices.

 Required Experience:

  • BS in Accounting, CPA preferred
  • Minimum 4 years of tax accounting experience
  • Experience preparing  Federal and Multi-State Corporate tax returns.
  • Strong written and oral ommunication skills
  • Excellent technology skills in Excel and Word.

 

Location: Saddle Brook, NJ

Salary: Competitive

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Senior Tax Accountant for Trusts and Estates (Iselin, NJ)

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:

Our client is seeking a Senior Tax Accountant for Trusts and Estates. This role will require the ability to organize trust and estate financial data, and communicate a summary. They will provide client advisory for  decision-making purposes. The ideal candidate will handle review and preparation of Form 1040 tax return and Form 1041 trust tax return, and preparation of trust accountings for state court review. As well as review and  preparation of Form 706 federal estate tax, and inheritance tax.

Required Experience:

A professional with 4 +  years of experience from either a sophisticated accounting firm with an  individual trusts and estates practice or law firm trust and estate group.

CPA and/or MST preferred.

Compliance experience is a requirement

Expert experience providing consulting services.

Location: Iselin, NJ

Salary: Competitive

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Audit Senior (Woodbridge, NJ)

Our client is a top rated accounting and professional services firm. They are seeking an Audit Senior to be responsible for preparing and analyzing financial statements, evaluate internal controls, closely supervise staff members and communicate effectively with clients.

Responsibilities:

Performing, assisting and supervising audits, reviews and compilations for various types of financial services clients.

Planning and executing Section 404 internal control audits including obtaining an understanding of the control environment, designing test plans, evaluating deficiencies and assessing the overall financial reporting control environment.

Identify and communicate improvements to client accounting procedures in order to reduce risk within the client organization.

Develop reasonable time budgets and effectively monitor performance of Staff.

Supervised by Audit Managers or Partners.

Delegate to, supervise and evaluate Staff.

Effectively assist on multiple smaller financial services engagements simultaneously as necessary.

Provide training and motivation to Staff.

Act as a mentor to Staff and assist with recruiting and retention.

Develop positive relationships with client personnel.

Identify potential opportunities for new and/or extended client services with financial services industry.

Required Experience:

Bachelors degree in Accounting or equivalent major

Masters degree in Accountancy preferred

Working towards a CPA or comparable designation preferred

3-4 years experience in a related accounting/auditing position

3-4 years recent public accounting/audit experience

Have GAAP knowledge in the public and/or private sectors.

Excellent client service and communication skills

Location: Woodbridge, NJ

Salary: Competitive

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Senior Manager International Taxation (Edison, NJ)

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:

They are currently seeking a Senior Manager of International Taxation. This role is responsible for the delivery of a full range of international tax services for multiple clients in a wide variety of industries. Responsibilities include interacting closely with clients to provide international tax planning, consulting, and compliance expertise; developing and managing staff; working closely with partners and staff on client management, practice development and business development activities; and formulating and delivering expert international tax planning and savings strategies.

The Manager will be responsible for the efforts of a number of client services teams on client engagements; they will plan, execute, direct, and complete international tax projects across a wide variety of industries. They will provide consulting, and compliance expertise to clients, manage the delivery of a full range of international tax services. They will advise them on effective use of tax treaties, provide planning related to offshore investments activities and repatriation programs, and assist them in making effective foreign investments. They will also be responsible for setting client service team goals and conducting reviews of complex international tax returns.

Required Experience:

Bachelor’s degree in Accounting, CPA, Master’s in Taxation, LLM in Taxation, or JD.

A minimum of eight years of progressive tax consulting experience, with at least seven years focused on international taxation.

Experience with a Big 4 firm, law firm, or large corporate tax department of a multinational company.

Location: Edison, NJ

Salary: Competitive

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Insurance Auditor – Senior (Iselin, NJ)

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:

Our client is currently seeking a Senior Auditor. This role has significant responsibility and must demonstrate high levels of independent judgment. They will be responsible for executing the full scope of audits for a variety of clients.

They will manage pre-audit planning for audit engagements, review client accounting and operating procedures and systems of internal control and conduct audit test which are sufficient in scope to support professional opinions as to the fair representation of client financial statements. They will handle the basic preparation of federal and state income tax returns, workpaper documentation, the  development of accounting worksheets and perform accounting research. The ideal candidate will also supervise, train, and mentor staff and interns on audit process and assess performance of staff for engagement reviews.

Requirements:

Bachelor’s degree in Accounting

3-5 years of progressive public accounting experience

Insurance experience required

Property and casualty experience preferred

Excellent client service and communication skills

Outstanding analytical, organizational and project management skills

Knowledge of Microsoft Office Suite and audit preparation software

Location: Iselin, NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

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