Manager, Financial Services Taxation (NYC)

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.

Our client’s New York office is seeking a Tax Manager, Financial Services. This role will be responsible for all aspects of financial services tax engagements. You will have expertise in tax research, tax compliance and supervision of staff members on financial services engagements such as broker dealers, hedge funds, private equity and investment advisors.

Required Skills:

Responsible for all aspects of financial services tax engagements

Ability to deal with high level technical and compliance issues, tax policies and procedures

Recent Federal & State developments, and current tax accounting standards

Provide financial services expertise involving tax research and application of specialized industry knowledge and accounting principles

Supervise junior tax professionals on financial services engagements, which includes broker dealers, hedge funds, private equity investment funds and investment advisors

Interact with high level client personnel, firm audit and tax senior managers, directors and partners

Responsible for handling taxing authority audits of client tax returns and related records

Required Experience:

B.A. or B.S. in Accounting

6+ Years of public accounting experience

CPA or Masters in Taxation

Knowledge of Microsoft Office suite, Excel, Adobe and GoSystem

Strong communication skills

Location: New York, NY

Salary: Competitive

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Audit Senior (NYC)

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.

They are currently seeking an Audit Senior for their New York City office. This role has significant responsibility and must demonstrate high levels of independent judgment and is responsible for executing the full scope of audits for a variety of clients.


Prepare budgets for each engagement

Run client engagements including pre-audit planning

Review client accounting, operating procedures and systems of internal control

Conduct audit tests to verify fair representation of client financial statements

Document workpapers and develop accounting worksheets

Perform research on technical issues

Review staff prepared workpapers and programs

Identify issues and propose appropriate solutions

Keep manager/partner informed on status of job

Communicate with client in order to complete the audit in a timely and efficient manner

Supervise, train and mentor staff during engagement

Assess performance of staff for engagement evaluations

Required Experience:

3-5 years of public accounting experience

Commercial and Financial Services experience; pension plans are a plus

Excellent client service and communication skills

Outstanding analytical, organizational and project management skills

Ability to work within a team environment

Knowledge of Microsoft Office Suite and audit preparation software

Bachelors or Masters degree in Accounting

Location: New York, NY

Salary: Competitive

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Private Equity Accounting Manager and Accountant (NYC and Northern New Jersey)

My client has two openings – a Private Equity Manager and a Private Equity Accountant.


** Manager Role – Minimum 8 years experience in private equity and direct lending accounting.

** Accountant Role – Minimum 2 years experience in fund accounting, preferably within Private Equity.


Requirements For Both Positions:

  • Bachelors Degree in Finance, Accounting Business Administration or another related field is required. Masters Degree preferred.
  • CPA Preferred
  • Working background with Bloomberg, financial reporting and financial products.


Location:  NYC and Northern New Jersey

Salary: Competitive

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Real Estate Senior Structured Products Analyst (NYC or Central NJ)

Our client is a leader in financial advisory. Seeking a Senior Analyst with concentrated real estate valuation experience and strong experience with complex financial instruments.

Our client is seeking a candidate with heavy quantitative skills. The candidate will be responsible for supporting valuation services: specifically complex financial instruments. They will perform analysis and review model functionality, evaluate, and document the methodology employed, assumptions used and conclusions reached. The ideal candidate will have experience valuing structured products as well. They will be responsible for presenting valuation concepts to institutional clients which consist of hedge funds, private equity, pensions and endowments and financial institutions.

• Bachelor’s degree in math, physics or engineering from an accredited college/university. MBA and/or CFA is strongly preferred.
• Strong background with Structured Products and/or REITS experience required.
• Excellent ability to understand real estate from a financial perspective, from either a REIT or structured product standpoint.
• 5 years plus experience with options/derivatives valuations
• Exposure to structured credit asset classes like CMBS or CLOs and/or CDOs
• Experience with RMBS analysis is a plus
• Modeling experience with Intex
• Some familiarity with other market data applications such as Bloomberg is essential
• Some entrepreneurial experience
• Strong verbal and written communication skills

Location: NYC or Central NJ
Salary: $100K Base Plus Annual Bonus and Quarterly Profit Share

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Senior Director/Director, Equity Analyst/Credit Analyst/Various Levels of Expertise (NYC)

Our client is seeking Equity Analysts/Credit Analysts. Each analyst role covers one of the following areas:

Real Estate & Leisure Sector, Director

Utilities and Natural Resources Sector Director

Utilities, Power and Gas

Healthcare and Pharmaceutical

Telecommunications, Media and Technology


Industrials and Transportation

Leveraged Finance

Retail and Consumer Products



  • Perform analysis of quantitative and qualitative factors influencing the credit quality of companies in the defined sector.
  • Develop comprehensive financial models.
  • Conduct meetings with industry management teams, and present analysis of companies to internal credit rating committees.

Required Experience

  • Bachelors degree in Business Administration, Finance or another related field. Masters preferred.
  • CFA/CPA is preferred
  • Minimum 10 years of relevant experience which must include a background within one of the noted sectors above.
  • Must have working experience in one of the above areas noted in position summary.


Location: NYC

Salary Range: $130 to $210K Plus bonus


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MS Systems Analyst with EMR (New Hyde Park, NY)


• Work under the direction of the Manager to provide technical application solutions for assigned business areas within the healthcare system.
• Manage project deliverables and communicate status, readiness plans and priorities to teams and partners
• Provide assigned on-site support during go-lives and system upgrades.
• Ensures all quality assurance processes are followed, including change management and testing efforts.
• Partner effectively with Business Analyst to understand the client’s product-specific requirements and configuration and be able to translate them to technical design specifications and data flow from which programs are developed and coded.
• Code, test, debug, implement and document moderately complex programs or technical configuration.
• Work with Business Analysts during the software build or configuration and testing process.
• Perform technical application configuration and configure /run reports at user request.
• Design and execute unit, system and integration test plans for new developments/releases/reports. –Maintain technical documentation based on standard operating procedures in support of the assigned application.
• Identify the common causes of the defects, prioritize them and systematically remove them so that they do not reoccur in further development work
• Create knowledge transfer with other team members to improve overall team education level
• Take complete ownership for the assigned task and timely inform the progress of the project / task to all stakeholders.
• Provide accurate and timely information and escalates when there are issues.
• Provide production and maintenance support for application issues.
• Identify, coordinate and communicate issues, requirements and status related to application functionality with other team members and software vendors.

Required Experience
• Bachelors degree in Computer Science, Healthcare or another related field. Masters preferred.
• 3-5 years EMR experience in in a healthcare setting.
• Proven ability to effectively communicate with all levels of staff and maintain technical documentation in a clear and concise manner.
• Strong communication skills with the ability to interact with clients
• Support 24/7 healthcare system with varying go-live schedules.
• Solid foundation of Microsoft Office

Location: New Hyde Park, NY
Salary: $100K-$113K Plus Bonus

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Manager/Senior Manager, Transfer Pricing (NYC or Short Hills, NJ)

Our client is a top consulting firm with offices around the world that provides a broad range of federal, state, local and international tax services. They are currently looking tor a Senior Transfer Pricing Manager with a strong track record of working effectively on complex client projects, and extensive transfer pricing experience.


Evidence of an interest in how businesses operate across the value chain, strong project management experience and a high level of client contact is advantageous. As is a background In economics or business consulting.

A track record of completing complex projects for businesses

A track record of delivering high quality work for clients; demonstrating an understanding of the client’s business and relevant professional standards and maintaining strong client relationships.

Experience in leading teams; respecting and valuing all people and encouraging different perspectives.

Experience in building internal and external relationships and networks.

An ability to plan and deliver work against tight deadlines.


Eight years of experience

Strong background in advisory related projects with an audit, tax, and/or advisory services firm

Experience in one or more of the following areas: transfer pricing studies, financial statement analysis, quantitative analysis

Bachelor’s degree in Accounting, Finance, Economics, or Business from an accredited college/university

Graduate degree in Economics, Business, Finance, Mathematics or Statistics

Thorough understanding of the U.S. Regulations and international pricing environment

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

Strong MS Word, Excel, Access

Location: Short Hills, NJ or  New York, NY

Salary: $100,000 – 140,000 Plus Bonus

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Manager/Senior Manager, Valuation Appraisal – Commercial Properties (NYC)

Our client is an established business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the country, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies nationwide. The ideal candidate should have concentrated valuation experience and strong experience with valuation of commercial properties.
• Measure value of clients’ commercial assets by providing detailed valuation analysis.
• Perform valuation analysis at a property level utilizing practices to include market analysis, due diligence, and cash flow modeling.
• Prepare and present valuation analysis to clients, and assist in proposals and executive presentations.
• Responsible for the professional development and management of junior staff, who are also performing the above mentioned analysis.
• Assist in business development activities, as well as the development and maintenance of ongoing client relationships.
• Active participation with firm sponsored team building and social events.
• Bachelors Degree in Real Estate, Economics, Business Administration, Finance or related field. Progress toward coursework for a graduate degree is a plus.
• Minimum eight years working experience with commercial real estate valuation.
• MAI is required. Progress toward CPA, REAL, ABV, ASA , CFA, CMA, MBA or Doctorate degree is preferred. Any candidate without one of these other designations will be required to secure one within one year of employment.
• Solid understand of value conclusions under GAAP, tax, and regulatory rules allowing companies to understand the value of an entity, asset or liability so they can make informed business and investment decisions.
• Solid understanding of Discounted Cash Flow modeling in both ARGUS and Excel is required.
• Strong background in managing multiple client engagements and client service teams.
• Excellent advisory, compliance, verbal and written communication skills required.
Location: New York City
Salary: $150,000-$200,000 Plus Bonus

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Associate/Senior Associate Valuations (NYC)

Our client is an independent valuation firm providing full service appraisal/financial advisory; expert opinions on the valuations of business, equity and debt securities, financial reporting, litigation support, restructurings, tangible/intangible assets, and other property as well as providing sophisticated transaction services in the form of fairness opinions and solvency opinions.

Excellent opportunity to work on top deals, gain and develop key industry contacts. This candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. Superior working environment.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, the Senior Associate will manage sell-side and buy-side M&A activities and fairness opinion services, Tax Advisory (Trust & Estate), ESOP, and significant fund/portfolio work in addition to Financial Reporting..  They will also be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market companies.


The ideal candidate would have 1-4 years experience

Direct current experience in ASC 350/805  (Goodwill Impairment)

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

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

Strong oral and written communication skills and superior analytical capabilities are essential.

Must have quant skills and be familiar with financial modeling

A degree in Finance is required. An MBA is required

CFA (or CFA candidate) is also preferred.

Location: New York, NY

Salary: $70,000 – $90,000 + Bonus

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Senior Associate – Valuation & Portfolio Analysis (NYC)

Our client is a top asset management firm with offices around the world. Our Client provides a broad range of investment and advisory services.

The valuation and portfolio analysis team manages the quarterly private equity valuation process, prepares portfolio performance analysis, supports business development and marketing initiatives, and is involved in various strategic initiatives including (but not limited to) financial forecasting.  The team is based in Our client’s New York office and is supported by an offshore team.  The assistant vice president will report directly to the valuation and portfolio analysis team leader.


Analyze data and materials related to fund and co-investment portfolios across 300+ legal entities;

Prepare and analyze various investment track records for business development, marketing, client-specific requests, and management;

Prepare and analyze revenue, carried interest, and expense forecasting;

Review quarterly co-investment valuation information;

Analyze fund investment valuations provided by managers and prepare summary information;

Maintain fund and co-investment watch lists summarizing underperforming and challenged investments;

Generate portfolio construction models/analyses and cash flow models;

Perform complex data management and analysis including investment portfolio analytics and investment modeling;

Manage multiple projects/requests simultaneously, ensuring that deadlines are met; and

Perform various ad-hoc and special projects as assigned.


5+ years of relevant experience, including an understanding of valuation approaches and methods;

Bachelor’s degree in Accounting, Finance or Economics;

Master’s degree in Business, Finance or Economics preferred;

Professional certifications preferred: CFA or CPA;

Exceptional MS Excel skills with the ability to build macros;

Demonstrated aptitude in quantitative and qualitative analysis;

Ability to develop financial models including building models from scratch;

Alternative Investment sector experience;

In-depth understanding of investment performance, assets under management, asset allocation and risk exposure strongly preferred;

Experience working with offshore teams preferred;

Strong analytical, communication, organizational, and interpersonal skills;

Excellent project management skills, including the ability to manage multiple projects simultaneously, often under tight deadlines; and

High energy level with strong work ethic and flexibility to work long hours at times to accommodate special client needs.

Location: New York, NY

Salary: $100,000 – 110,000 Plus Bonus

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