International Tax Manager (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.

The International Tax Manager is responsible for the delivery of a full range of expatriate services. Responsibilities include interacting closely with clients to provide innovative  tax planning, consulting, and compliance expertise; including review of individual income tax returns; developing and managing staff; and working closely with partners, directors, and staff on client management, practice development, and business development activities.

Responsibilities:

•Prepare or review US individual income tax returns for inbound and outbound international assignees.

•Prepare or review international assignment cost projection calculations, as required.

•Participate in arrival and departure tax meetings for expatriates and inpatriates.

•Research and consult on various tax matters.

•Prepare client correspondence on various individual tax issues.

•Manage, develop, train, and mentor staff on tax projects.

•Work closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development, as appropriate.

Required Experience:

•Bachelor’s degree in Accounting or Finance. MST a Plus

•Candidate should be familiar with the individual income tax issues and tax law including foreign national and expatriate issues, foreign tax compliance, and the tax equalization process.

•Ability to manage multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive tax practice, results-based team environment.

•Computer expertise including knowledge of Go Systems RS .

•Licensed CPA, Attorney, or Enrolled Agent designation preferred.

•Experience with a Big 4 firm or National Accounting firm preferred

•Four or more years of progressive tax consulting experience, preferably with at least two years focused on international taxation preferred.

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

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.

Responsibilities:

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.

Requirements:

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

Contact a Recruiter at Careers On The Move 

Careers on the Move