JOB ALERT

Real Estate Tax Manager (NYC / CA)

May 6, 2024 by

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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Filed Under: Accounting, Job Alerts, New Jersey, New York Tagged With: , , ,

Financial Analyst Sr. Associate / Manager – Financial Reporting Valuation (PA /NYC)

May 3, 2024 by

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 financial advisory  & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work,  goodwill impairment, and tax for financial reporting purposes as well as illiquid securities and supporting business development activities

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
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • 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:

3-5 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: Bucks County, PA / NYC

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

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Filed Under: Job Alerts, New York, Pennsylvania, Valuation Tagged With: , , , ,

Massive Hiring Nationwide for CPAs at Top Accounting Firms

February 2, 2024 by

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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Filed Under: Accounting, California, Hot Spot, Job Alerts, New Jersey, New York, News, United States Tagged With: , ,

Junior Complex Securities Associate (NYC)

August 8, 2023 by

Our client is a top rated independent valuation practice seeking associates to join their team. 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.

Recent grads -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: New York, NY

Salary: $55K-$70K Plus Quarterly & Year End Bonus

Filed Under: Featured Jobs, Hot Spot, Job Alerts, New York Tagged With: , ,

Manager / Director of Business Development ( NY / NJ / IL / FL)

July 25, 2023 by

Our client is seeking Business Development professionals for their NYC location. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts.

These candidates should have concentrated Business Development experience.

Candidates can come from financial software or a broker dealer. Private Equity experience required.

 

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 preferred.
  •  8+ years of successful Private Equity / Business Development experience selling to businesses and institutions.
  • Must have contacts in Private Equity, Hedge Funds, Corporations, CPAs, and Attorneys.
  • Experience in Valuation field required.
  • Excellent Prospecting skills.
  • Long hours and insight and desire to keep up with the M&A service advisors.

 

Location: NY / NJ / IL / FL (other areas will be considered)

Salary: $120K-$150K range  plus  Bonus / Commission plan

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Filed Under: Featured Jobs, Financial Services, Human Resources, Job Alerts, New York, Remote Position, Sales, Valuation Tagged With: , , , , , , , , , , ,

VP  / AVP – Gift & Estate Tax (NYC / Central NJ/ Remote)

July 1, 2023 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax to their Private Client Appraisal Group. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 7+ years valuation experience required.
  • Minimum seven  years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Must be comfortable and experienced interfacing with and handling clients.
  • Must be able to manage and oversee junior staff.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Location: New York, NY or Central NJ
Salary: $120K – 160K + Bonus

 

 

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Filed Under: Accounting, Financial Services, New York Tagged With: , , , , , , , ,

Valuation Manager (NYC – Hybrid Role)

May 6, 2023 by
Responsibilities:
 
  • Managing projects and supervising Analysts and Interns
  • Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, illiquid debt investments
  • Preparing written valuation reports for client presentation
  • Solvency and fairness opinion analyses
  • Developing client interaction and participating in due diligence meetings
  • Conducting company, industry, and economic research
  • Analyzing general economic conditions and industry specific conditions and trends
  • Participating in the hiring and training of Interns and Analysts

 

Requirements:

  •  4-year degree necessary with an emphasis in finance or accounting
  • Minimum 5-7 years of experience in business valuation. Must have experience in purchase price allocations and other financial reporting related assignments, as well as business valuation experience.
  •  Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.
  • Excellent verbal and written communication skills
  • Proficient computer skills (primarily Excel, Word, and PowerPoint)
  • Relationship-focused (with clients, peers, management, etc.)
  • Entrepreneurial
  • Positive and enthusiastic attitude
  • Excels in a team-oriented work environment
  • Shows creativity in problem solving
  • Accountability and ability to multi-task
  • Professional presence
  • Strong technical and analytical skills
  • Detail-oriented
  • Self-motivated with a strong work ethic

 

Location:  NYC (Hybrid Role)

Salary: $105K-$155K range Plus  Bonus

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Filed Under: Accounting, New York, Remote Position, Remote Positions, Valuation

Marketing Finance Analyst (NYC / Saratoga, NY)

March 23, 2023 by

Our client, a consumer products firm is seeking a Marketing Finance analyst for their growing financial planning and analysis team to analyze and help support profitable growth through the organization. Position will be in office 4 days per week in NYC or Saratoga, NY. This company has a stellar work environment that provides excellent benefits and great perks such as half day Fridays and catered lunch.

Responsibilities:

  • Conduct in-depth analyses and research focused on areas such as sales/ marketing promotions, annual business reviews, volume, distribution, velocity, competitor analysis, etc.
  • Prepare detail of work plans and schedule, complete detailed analysis and research, identify options for new business ventures
  • Develop and prepare reports for brand marketers and the functional leaders; recommends action or change for assigned projects
  • Analyze general market and specific business conditions trends and prepares forecasts to support current and future business decisions
  • Deliver foundational trade analytics through performing ongoing promo analysis (ROI, volume, lift, etc.) on assigned accounts, and deliver compelling summaries for activation
  • Maintain and disseminate promotional scorecards on ongoing basis
  • Coordinate analysis of invoice pricing discrepancies amongst analyst in accounting and sales
  • Determine root cause of pricing discrepancies and drive resolution and future corrective actions
  • Understand the wider differences across items/retailers/support mechanisms and help aggregate learnings for annual planning process into specific guardrails and guidelines
  • Perform monthly variance analysis of actual financial performance vs. budget / forecast with marketing spend

Requirements:

  • Marketing Degree or similar in Finance or Accounting.
  • 3+ years of experience in planning, analysis, or financial management; with at least one year in a CPG or consumer goods company
  • Proven leadership ability and strength is building internal relationships
  • Excellent quantitative and analytics skills
  • Strong attention to detail and accuracy
  • Advanced Excel skills associates with large volume data sets
  • Ability to identify key business drivers to align finance department resources against the most important needs of the business

 

Location: NYC or Saratoga, NY

Salary: $70K-$100K range plus individual bonus and company performance bonus

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Filed Under: Accounting, Consumer Products, Featured Jobs, Job Alerts, Marketing, New York Tagged With: , , , ,

Business Valuation Analyst (NYC / NJ / PA/ Hybrid / Remote)

February 13, 2023 by

Responsibilities:

  •  Lead business valuation engagements including information gathering, due diligence, financial modeling, report writing, and review
  • Communicate and review valuation results with team members and clients •
  • Maintain and develop positive, productive, and professional relationships with colleagues and clients

 

Requirements:

  • Minimum Bachelor’s degree in Finance or similar
  • CFA, CVA, CBA,ABV a plus
  • Minimum 1 year relevant work experience post graduation.
  • Demonstrated ability to work independently to organize data, analyze financial information, and make appropriate recommendations to team members.
  • Oversight of junior associates to ensure their career progression through on-the-job training
  •  Proficient in financial modeling including experience building models from scratch in MS Excel
  • Preparation of financial statement analysis, public company and industry research
  • Knowledge of CapIQ, Bloomberg and other valuation software
  • Ability to manage multiple projects and priorities under strict deadlines
  • Experience presenting findings to team members, third parties and defending analysis with facts and confidence
  • Strong attention to detail and accuracy focused output.

Location: NYC / NJ / PA / Hybrid / Remote

Base salary: $55K-$65K Range +Bonus Package

 

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Filed Under: Job Alerts, New Jersey, New York, Pennsylvania, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , ,

VP – Business Development (NY Capital Region)

January 24, 2023 by

Our Client is seeking a veteran salesperson to join our growing team of investment professionals in the Capital Region. Ideal candidate will have proven sales ability and regional contacts who would benefit from asset management capabilities.  This role will enhance the individual’s career path plus work hand-in-hand with Sales to support the firm’s overall business development.

Responsibilities: 

• Effectively identify, qualify, and track progress of prospects to become new relationships for the firm.​
o Primary Focus – High net worth individuals
o Secondary Focus – Regional entities, small businesses, endowments, foundations & associations​
• Develop leads list with to show potential for $50-100M of new business; 1st year production target commensurate to experience
• Utilize Salesforce for pipeline and new business development reporting​​
• Understand and effectively communicate investment philosophy, process and solutions.​
• Provide recommendations for active market engagement and product positioning.

Qualifications & Experience:​

• Proven success in high net worth sales and/or investment management, preferably within the financial services industry
• Experience, knowledge and relationship management within the Capital Region
• Series 7 & 66 securities licenses (must be acquired within first 3 months of hire).
• Bachelor’s Degree.  Master’s a plus.
• Excellent communications and presentation skills
• Must be an entrepreneurial, self-starter as well as a team player.
• Position is onsite yet requires extensive regional travel

Location: NY Capital Region

Salary: $125K-$150K base + Bonus up to 100%

 

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Filed Under: Accounting, Featured Jobs, Financial Services, Job Alerts, New York, Uncategorized, Valuation Tagged With: , , , , ,
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