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

 

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Private Equity Accountant, Senior Associate, Associate Manager and Manager (NY / NJ)

Our Client is looking for highly motivated Private Equity Accountants with outstanding skills in the fund administration arena for their Union County, NJ and New York offices.

Responsibilities Include:

  • Maintain all financial data in the investment database
  • Post all journal entries and prepare monthly trial balance reports
  • Reconcile all cash received from investors and investments
  • Reconcile bank accounts
  • Calculate capital calls and distributions
  • Allocate income to partners in accordance with terms of partnership agreements
  • Prepare and issue quarterly financial statements, in accordance with US GAAP for each entity
  • Maintain and update investment data (number of shares, location of securities, country of origin)
  • Interact with clients and provide information as needed

Skills and Knowledge Required:

  • Bachelor’s degree in Accounting, Finance or Economics
  • CPA and/or MBA are strong pluses
  • 2+ years related experience in fund accounting preferably within the Private Equity field
  • Strong knowledge of Bloomberg, financial reporting and financial products (ie: equities, futures, fixed income)
  • Proven ability to work as part of a team
  • Excellent client relationship management skills
  • Prior experience training, delegating tasks, and reviewing work is a plus
  • Ability to work in a fast paced environment
  • Strong organizational skills
  • Must be able to interact with

Location: New York / Union County, NJ

Salary: Up to $75K plus bonus

 

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Tax Senior (Houston, TX)

Responsibilities:

  • Complete moderately complex projects accurately, thoroughly, and efficiently
  • Participate in staff training and tax department meetings
  • Prepare high level corporate and individual  returns, familiar with various state tax returns, major credits, current relief acts, and prepare provisions/Fin 48 analysis
  • Provide assistance to peers and others when requested
  • Create positive impression with client by exhibiting professional competence and ability
  • Put forth a diligent effort to pass CPA Exam and advance technical knowledge
  • Proactively participates in professional development opportunities, i.e. Mentoring Program
  • Recognize extended to tax service opportunities at client and brings them to the attention of upper management

Qualifications:

  • Bachelor’s Degree in Accounting or similar. Master’s a plus.
  • Eligible to sit for the CPA Exam, or current CPA credentials preferred.
  • 2-5 years of relevant experience.
  • Understand all aspects of engagement
  • Demonstrate knowledge of accounting principles and tax standards to effectively supervise staff and solve routine engagement principles.
  • Strong technology skills, with proficiency in Axcess
  • Strong communication and interpersonal skills
  • Analytical and problem solving skills
  • Ability to meet deadlines with accuracy
  • Effective listening skills
  • Time management skills
  • Effectively articulates basic tax and business issues and their resolutions
  • Exhibit effective listening and verbal skills as demonstrated by engagement behavior and staff performance

 

ocation: Houston, TX

Salary: Competitive Compensation package

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Senior Valuation Manager (NYC)

Responsibilities:
 
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Manage managers and staff in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space.
  •  Participate in business development and origination activities
  • Work with financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models.
  • Perform analyses on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis.
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers
 
Qualifications:
  •  Bachelor’s Degree In finance or Similar. MBA Preferred.
  • CFA / CPA / ABV / CMA preferred.
  • A minimum of eight years of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
  • Advanced finance, financial modeling, accounting, and analytical abilities
  •  Excellent written and verbal communication skills and the ability to work well in a team environment and/or independently
  • Strong work ethic, ability to multitask, presentation, organizational and problem-solving skills, and attention to detail

Location: NYC

Salary: Competitive Base * Plus Quarterly & Year End Bonus

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VP Financial Reporting (San Francisco, CA)

 

VP will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Specifically, they will report to upper management of the firm’s transaction and advisory practice, and will conduct sell-side and buy-side M&A activities and solvency opinion services. In addition, they will be responsible for advisory and valuation engagements to analyze potential liquidity options available to middle-market 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.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree (MBA) and/or CFA Designation (or CFA candidate) preferred.
  • Minimum 7-10  years  experience, preferably at a valuation or accounting firm. Must have background/exposure with financial reporting, accounting and valuation issues, as well as  financial modeling.
  • Direct current experience in ASC 350/805  (Goodwill Impairment) a must.
  • Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.  Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.
  • 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

 

 

Location:  San Francisco, CA

Base salary: Competitive Base Salary + Generous Quarterly Bonus  and Year-End Bonus

 

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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

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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

 

 

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AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (NYC / Central NJ)

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 team. 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 3+ years valuation experience required.
  • Minimum 3 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.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills  

 

Stable job history is mandatory.

Relocation assistance would be considered.

Location: NYC

Salary: $75K – $125K plus bonus

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Senior Associate – Real Estate Tax – Stamford, CT

Our Client, a Fortune 500 firm has an opening for a Senior Associate at their Stamford office. Ideal candidate will have public accounting experience preferably at a Big 4.

Position will specialize in Real Estate Tax and associate will provide tax compliance and advisory services.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
2 – 5 years of experience accounting and/or corporate tax experience.
Excellent verbal and written communication skills
Works well under pressure and client deadlines

Location: Stamford, CT
Salary: Competitive Base Salary + Bonus

 

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Careers on the Move