Senior Investment Manager – Stamford, CT

Our Client, a Fortune 500 firm is looking for a Senior Manager for their Alternative Investments practice. Ideal candidate will have public accounting experience preferably at a Big 4.

Position will specialize in Alternative Investments services.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
8+ years tax experience as well as investments and mutual funds
Excellent communication skills both verbal and written
Must be able to build and manage client relationships at a senior level with internal and external clients.

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

 

Contact a Recruiter at Careers On The Move

Manager / Senior Manager – Stamford, CT

Our Client, a Fortune 500 firm is seeking a Tax Manager to grow their Stamford office.
Ideal candidate will have a minimum of 5 years public accounting experience.

Manager position will specialize in Business Tax services ad provide compliance and advisory services to clients.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration; CPA required
5 – 8 years of corporate tax experience
Strong knowledge of FAS 109
Prior management experience a plus.
Strong communication skills

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

 

Contact a Recruiter at Careers On The Move

Valuation Manager Commercial Real Estate – Houston, TX

Our Client, a Fortune 500 firm is seeking a Valuation Manager to grow their Houston team.
Ideal candidate will have a minimum of 5 years valuation experience.

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration;
CFA / CPA / ASA ideal
5+ years of valuation experience preferably in commercial real estate at an accounting firm or similar environment
Prior management experience a plus.
Strong Valuation skills including discounted cash flow, purchase price allocations, goodwill impairment, debt and closely held businesses.

 

Location: Houston, TX
Salary: Competitive Base Salary + Bonus

 

Contact a Recruiter at Careers On The Move

 

 

Valuation Manager – Northern VA (Greater DC area)

Our Client, a Fortune 500 firm is seeking a Valuation Manager to provide valuation and economic services for their clients.

Ideal candidate will have a minimum of 5 years valuation experience.
Manager will provide business and intangible valuations as well as build and manage client relationships.

 

SKILLS & REQUIREMENTS:
Bachelor’s degree in accounting, finance, economics or business administration;
CFA / CPA / ASA ideal
5+ years of relevant work experience with a strong finance and/or accounting background
Prior management experience a plus.

 

Location: Northern, VA (Greater DC area)
Salary: Competitive Base Salary + Bonus

 

Contact a Recruiter at Careers On The Move

 

 

Manager, Estate and Trust (Central, NJ)

Our client is a top 20 CPA firm. They are currently seeking a Tax Manager in their Estate & Trust group

Required Skills

Responsible for the efficient, accurate, complete, and timely review and preparation of all clients’ filing of estate, gift, individual and fiduciary tax returns as well as judicial accountings.

ReviewNY/NJ state fiduciary income tax returns along with the decedent’s final individual income tax return.

Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.

Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings.

Develop post mortem tax-saving strategies for the estate accounts.Research any tax situation that could affect the management of their accounts.

Required Experience

Minimum 4 to 6 years experience, from either a sophisticated accounting firm trusts and estates practice, or law firm trust and estate accounting group.

CPA and/or MST is preferred.

Demonstrated practical experience is a requirement, as is experience with – Form 1041 trust tax return review or heavy preparation, and preparing trust accountings for state court review, and 706 federal estate tax, and inheritance tax, return review or heavy preparation.

The ability to organize complex trust and estate financial data, and communicate a summary thererof.

Location: Central, NJ

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Portfolio Securities Associate / Senior Associate (NYC / Princeton 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.

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.

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  • Minimum 1-5 years of relevant experience.
  • 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.

Salary: Competitive plus Generous Quarterly Profit Sharing & Year-end Bonus

Contact a Recruiter at Careers On The Move 

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 

 

 

 

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

Contact a Recruiter at Careers On The Move 

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

Contact a Recruiter at Careers On The Move 

Manager, Real Estate Tax (NYC or Melville, NY)

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 Manager Real Estate Tax. The ideal candidate will be responsible for all aspects of Real Estate services tax engagements. They will have expertise in tax research, tax compliance and have experience in such areas as large partnerships, REITs, Corporate taxation, High Net Worth Individuals tax issues as well as an understanding of estate and gift planning.

Required Experience:

Bachelors or Masters degree in Tax

CPA certification or JD a plus

Exceptional communication and interpersonal skills are essential.

8+ years recent experience in public accounting with a strong tax background

Expertise in real estate services industry.

Experience with ePace, GoSystem RS, MS Excel, and on-line tax research

Location: Melville, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Careers on the Move