Find Your Next Opportunity
We are partnering with a leading Advisory firm seeking a Tax professional to join their expanding team.
The Offer:
- High-value client exposure
- Work on Tax projects across Advisory and Consulting
- Clear progression path
About You:
- Strong Tax Advisory / Tax Generalist experience
If this sounds like your next move, get in touch for a confidential discussion.
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
About the Role
The Senior Manager, Regulatory Reporting – Y‑14 Production is accountable for the end‑to‑end quality, control, and credibility of the Bank’s FR Y‑14Q and FR Y‑14M regulatory submissions. This is a hands‑on leadership role for someone who enjoys owning outcomes, leading teams through complex reporting cycles, and ensuring results are accurate, well‑controlled, and fully defensible.
Responsibilities:
Regulatory Reporting Execution
- Lead the full production lifecycle for FR Y‑14Q and FR Y‑14M, including data intake, aggregation, review, validation, and submission
- Ensure all submissions are complete, accurate, timely, and compliant with Federal Reserve instructions
- Maintain a deep understanding of key schedules, methodologies, data dependencies, and drivers of change
Drive Quality and Credibility
- Perform and lead robust pre‑submission variance, trend, and reasonableness analysis
- Ensure material movements are well understood, documented, and clearly explainable
- Identify and resolve data, logic, model feed, or process issues prior to submission
- Provide clear production sign‑off confirming results are reasonable and known risks are understood
Strengthen Controls and Governance
- Execute and maintain a strong control framework over FR Y‑14 reporting
- Partner closely with Quality Assurance, second‑line risk teams, and Internal Audit
- Support effective issue identification, tracking, and remediation
- Ensure controls remain effective as systems, processes, and automation evolve
Lead and Develop the Team
- Manage and develop a team of 5 people responsible for FR Y‑14Q/M production
- Set clear expectations around ownership, review standards, and escalation
- Foster a culture of accountability, professional judgment, and continuous improvement
- Reduce key‑person risk through cross‑training, documentation, and standardized practices
Support Change and Modernization
- Lead process improvement and automation initiatives in partnership with Finance, Risk, and Technology
- Ensure appropriate testing, validation, and parallel runs for production changes
- Balance efficiency gains with regulatory expectations and control integrity
Engage with Regulators and Auditors
- Support regulatory exams, internal audits, and management requests related to FR Y‑14 reporting
- Ensure documentation and workpapers are consistently audit‑ and regulator‑ready
- Communicate issues, risks, and resolutions clearly and professionally
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field
- 8–12+ years of experience in regulatory reporting, capital reporting, or related finance roles within a financial institution
- Direct, hands‑on experience with FR Y‑14Q and FR Y‑14M production
- Strong understanding of regulatory reporting controls, data dependencies, and reporting processes
- Experience explaining regulatory results and issues to regulators, auditors, or senior management
- Proven people leadership experience in a deadline‑driven, highly regulated environment
- Familiarity with analytics, reporting, or automation tools such as SQL, Python, Alteryx, GCP/BigQuery, Tableau, or Power BI
** This individual can sit in the Cleveland, Buffalo, Columbus, Chicago, or Pittsburgh office**
We are currently partnering with several high-growth CPA firms across Houston who are actively hiring Tax Partners as part of succession planning, expansion, and leadership transition strategies.
These are strategic growth roles with real influence, equity potential, and a clear path to shaping the future of the firm.
About the Role
The Senior Manager, Regulatory Reporting – Y‑14 Production is accountable for the end‑to‑end quality, control, and credibility of the Bank’s FR Y‑14Q and FR Y‑14M regulatory submissions. This is a hands‑on leadership role for someone who enjoys owning outcomes, leading teams through complex reporting cycles, and ensuring results are accurate, well‑controlled, and fully defensible.
Responsibilities:
Regulatory Reporting Execution
- Lead the full production lifecycle for FR Y‑14Q and FR Y‑14M, including data intake, aggregation, review, validation, and submission
- Ensure all submissions are complete, accurate, timely, and compliant with Federal Reserve instructions
- Maintain a deep understanding of key schedules, methodologies, data dependencies, and drivers of change
Drive Quality and Credibility
- Perform and lead robust pre‑submission variance, trend, and reasonableness analysis
- Ensure material movements are well understood, documented, and clearly explainable
- Identify and resolve data, logic, model feed, or process issues prior to submission
- Provide clear production sign‑off confirming results are reasonable and known risks are understood
Strengthen Controls and Governance
- Execute and maintain a strong control framework over FR Y‑14 reporting
- Partner closely with Quality Assurance, second‑line risk teams, and Internal Audit
- Support effective issue identification, tracking, and remediation
- Ensure controls remain effective as systems, processes, and automation evolve
Lead and Develop the Team
- Manage and develop a team of 5 people responsible for FR Y‑14Q/M production
- Set clear expectations around ownership, review standards, and escalation
- Foster a culture of accountability, professional judgment, and continuous improvement
- Reduce key‑person risk through cross‑training, documentation, and standardized practices
Support Change and Modernization
- Lead process improvement and automation initiatives in partnership with Finance, Risk, and Technology
- Ensure appropriate testing, validation, and parallel runs for production changes
- Balance efficiency gains with regulatory expectations and control integrity
Engage with Regulators and Auditors
- Support regulatory exams, internal audits, and management requests related to FR Y‑14 reporting
- Ensure documentation and workpapers are consistently audit‑ and regulator‑ready
- Communicate issues, risks, and resolutions clearly and professionally
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field
- 8–12+ years of experience in regulatory reporting, capital reporting, or related finance roles within a financial institution
- Direct, hands‑on experience with FR Y‑14Q and FR Y‑14M production
- Strong understanding of regulatory reporting controls, data dependencies, and reporting processes
- Experience explaining regulatory results and issues to regulators, auditors, or senior management
- Proven people leadership experience in a deadline‑driven, highly regulated environment
- Familiarity with analytics, reporting, or automation tools such as SQL, Python, Alteryx, GCP/BigQuery, Tableau, or Power BI
** This individual can sit in the Cleveland, Buffalo, Columbus, Chicago, or Pittsburgh office**
Join a top Tax Advisory practice with a reputation for high-touch client service and complex planning. Our client is looking a hire a High Net Worth Tax Leader.
What you will do
- Advise on complex U.S. individual and fiduciary taxation, trust and estate, gift, wealth transfer, and succession planning
- Architect integrated plans across entities, investments, philanthropy
- Partner with clients on succession, estate, and wealth transfer planning
- Lead and develop a high performing team. Set standards, coach, review, and raise the bar
- Partner with Wealth, Legal, and Investment advisors to deliver seamless outcomes
- Drive growth through client expansion and targeted business development
- Ensure quality, risk, and compliance across all engagements
What you bring
- 12+ years in Private Client/HNW tax with increasing leadership scope
- Deep expertise in individual, trust, and estate taxation, gift strategies, and cross-border considerations a plus
- Proven team leadership and client growth track record
- CPA required. JD or LLM in Taxation preferred
If you’re an experienced Audit Senior or newly promoted Audit Manager looking for your next move - a smarter, more balanced step forward - this one’s worth your attention.
You’ll lead a mix of commercial audit engagements, work directly with supportive Partners who actually mentor, and have a clear, transparent pathway toward Partnership.
What’s on offer:
- Hybrid working (2–3 days in office)
- Competitive base + strong annual bonus
- Genuine work-life balance
- Exposure to a diverse, interesting client portfolio
- Mentorship and progression you can actually see
Perfect for an ambitious Senior or Manager who doesn’t want to be pigeonholed - someone ready to grow, lead, and enjoy the work again.
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
About the Role
The Senior Manager, Regulatory Reporting – Y‑14 Production is accountable for the end‑to‑end quality, control, and credibility of the Bank’s FR Y‑14Q and FR Y‑14M regulatory submissions. This is a hands‑on leadership role for someone who enjoys owning outcomes, leading teams through complex reporting cycles, and ensuring results are accurate, well‑controlled, and fully defensible.
Responsibilities:
Regulatory Reporting Execution
- Lead the full production lifecycle for FR Y‑14Q and FR Y‑14M, including data intake, aggregation, review, validation, and submission
- Ensure all submissions are complete, accurate, timely, and compliant with Federal Reserve instructions
- Maintain a deep understanding of key schedules, methodologies, data dependencies, and drivers of change
Drive Quality and Credibility
- Perform and lead robust pre‑submission variance, trend, and reasonableness analysis
- Ensure material movements are well understood, documented, and clearly explainable
- Identify and resolve data, logic, model feed, or process issues prior to submission
- Provide clear production sign‑off confirming results are reasonable and known risks are understood
Strengthen Controls and Governance
- Execute and maintain a strong control framework over FR Y‑14 reporting
- Partner closely with Quality Assurance, second‑line risk teams, and Internal Audit
- Support effective issue identification, tracking, and remediation
- Ensure controls remain effective as systems, processes, and automation evolve
Lead and Develop the Team
- Manage and develop a team of 5 people responsible for FR Y‑14Q/M production
- Set clear expectations around ownership, review standards, and escalation
- Foster a culture of accountability, professional judgment, and continuous improvement
- Reduce key‑person risk through cross‑training, documentation, and standardized practices
Support Change and Modernization
- Lead process improvement and automation initiatives in partnership with Finance, Risk, and Technology
- Ensure appropriate testing, validation, and parallel runs for production changes
- Balance efficiency gains with regulatory expectations and control integrity
Engage with Regulators and Auditors
- Support regulatory exams, internal audits, and management requests related to FR Y‑14 reporting
- Ensure documentation and workpapers are consistently audit‑ and regulator‑ready
- Communicate issues, risks, and resolutions clearly and professionally
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field
- 8–12+ years of experience in regulatory reporting, capital reporting, or related finance roles within a financial institution
- Direct, hands‑on experience with FR Y‑14Q and FR Y‑14M production
- Strong understanding of regulatory reporting controls, data dependencies, and reporting processes
- Experience explaining regulatory results and issues to regulators, auditors, or senior management
- Proven people leadership experience in a deadline‑driven, highly regulated environment
- Familiarity with analytics, reporting, or automation tools such as SQL, Python, Alteryx, GCP/BigQuery, Tableau, or Power BI
** This individual can sit in the Cleveland, Buffalo, Columbus, Chicago, or Pittsburgh office**
TOP 50 Firm looking to hire a Tax Partner - Real Estate
$300k - $750k
About the Role:
The Director of Risk Management will lead the governance, framework design, and production of Schedule L for FR Y-14Q regulatory stressed and unstressed submissions along with FRY-14A reporting. This role is responsible for establishing a robust reporting infrastructure, building sustainable processes and systems, and coordinating cross-functional inputs across Risk, Finance, Technology, and Front Office teams.
Responsibilities:
- Own the end-to-end preparation and submission of Schedule L for FR Y-14Q regulatory stressed and unstressed submissions along with FRY-14A reporting.
- Establish and maintain a comprehensive reporting framework covering data sourcing, calculations, controls, documentation, and submission timelines.
- Ensure compliance with regulatory guidance and evolving supervisory expectations.
- Design and implement a scalable operating model for Schedule L production.
- Partner with Technology to develop or enhance systems and data pipelines supporting regulatory reporting.
- Implement governance processes for data validation, issue management, and documentation.
- Coordinate attestations and sign-offs from key stakeholders across Risk and Front Office.
- Act as a central point of contact for questions related to Schedule L methodology, assumptions, and reporting requirements.
- Address findings and implement remediation actions related to reporting processes and controls.
Qualifications:
- 10+ years of experience in risk management, regulatory reporting, or stress testing within a large financial institution.
- Deep familiarity with FR Y-14A / FR Y-14Q reporting requirements, particularly Schedule L.
- Strong understanding of capital stress testing frameworks, regulatory reporting controls, and governance practices.
- Experience building reporting frameworks, data processes, and regulatory infrastructure.
- Experience supporting CCAR / stress testing regulatory processes.
- Prior experience leading cross-functional initiatives in a complex banking environment.
Private Client - Tax Director
We are currently partnering with several high-growth CPA firms across the Dallas who are actively hiring Tax Partners as part of succession planning, expansion, and leadership transition strategies.
These are strategic growth roles with real influence, equity potential, and a clear path to shaping the future of the firm.
We are currently partnering with several high-growth CPA firms across the Charlotte who are actively hiring Tax Partners as part of succession planning, expansion, and leadership transition strategies.
These are strategic growth roles with real influence, equity potential, and a clear path to shaping the future of the firm.
A leading Financial Institution, is looking for an AVP to join their growing Broker Dealer Regulatory Reporting team. This firm is offering, great work life balance and hybrid work out of their NYC office.
Job Responsibilities:
- Preparation of the daily net capital (15c3-1) and customer reserve formula (15c3-3)
- Assist with the monthly Focus filing
- 17H Risk Assessment Filing – quarterly preparation and analysis
- Other FINRA Reporting – preparation and analysis
Job Qualifications
- Undergraduate degree with 5+ years of experience in the Financial Services industry, preferably in a role working with the daily net capital (15c3-1) or customer reserve (15c3-3) calculations from a preparation or operational standpoint
- Experience working in Accounting, Finance, or Project Management is ideal
- Ability to build strong internal and external relationships
We are currently partnering with several high-growth CPA firms across Boston who are actively hiring Tax Partners as part of succession planning, expansion, and leadership transition strategies.
These are strategic growth roles with real influence, equity potential, and a clear path to shaping the future of the firm.
We are currently partnering with several high-growth CPA firms across the U.S. who are actively hiring Tax Partners as part of succession planning, expansion, and leadership transition strategies.
These are strategic growth roles with real influence, equity potential, and a clear path to shaping the future of the firm.
The Opportunity
Join a leading global Energy & Infrastructure investment platform as a key member of their flagship investment team, operating with a global mandate. This role offers the unique opportunity to sit at the intersection of a massive global capital base and a high performing, entrepreneurial investment team. While your primary mandate will be driving Energy Transition deals, you will gain diversified exposure to the Digital Infrastructure sectors.
Key Responsibilities
- Deal Execution & Leadership: Lead the end-to-end investment process, including overseeing complex financial modeling, valuation, and the structuring of opportunistic and value-add transactions.
- Strategic Origination: Drive the identification and evaluation of new North American investment opportunities.
- Process Management: Orchestrate the due diligence process, coordinating between internal stakeholders and top-tier external legal and technical advisors as needed.
- Portfolio Management: Partner with portfolio companies to drive operational improvements and monitor performance against long-term investment cases.
- Team Development: Serve as a mentor to junior VP;'s, Associates and Analysts, fostering a culture of excellence and rigorous analytical standards.
Candidate Profile
- Experience: 8+ years of professional experience including relevant buy-side Energy & Infrastructure experience.
- Sector Expertise: A strong track record in infrastructure is essential; specific exposure to Energy transition and/or Renewable transactions is highly preferred.
- Technical: Advanced proficiency in financial modeling and a "commercial-first" mindset with an obsession for detail.
- Soft Skills: An entrepreneurial spirit suited for a high performing team environment and the executive presence to interface with senior leadership and portfolio executives.
Education
- Bachelor’s degree with a distinguished academic record.
- Advanced degrees (MBA/Masters) or professional certifications (CFA) are considered a plus.
Tax Partner - Private Equity/Hedge Funds for TOP 50 CPA firm
Tax Partner - High Net Worth
Hybrid positions across US - New York, New Jersey, Connecticut, Florida, Boston, Chicago, Texas, North Carolina, California
Private Client - Tax Managing Director / Partner - up to $650k
Private Client - Tax Managing Director / Partner - up to $650k
Top 50 CPA firm is seeking a Private Equity/Hedge Funds Partner.
$350-$850
Key Responsibilities
- Oversees and executes debt issuance funding initiatives for North American region, ensuring sound execution
- Mentor and oversee team in Toronto
- Ensures appropriate sales relationship management with money fund investors and brokers
- Collaborate with business partners to ensure efficient and optimal funding for initiatives
- Leads the efficient operation and continuous improvement of governance meetings and related forums.
- Acts as a senior support and trusted advisor to Head of Treasury, in matters of best practice funding execution
- Monitors and analyzes market and regulatory developments, translating insights into actionable recommendations and sharing them across relevant stakeholders.
- Ensures compliance with internal policies and external regulatory requirements across banking operations and the broader financial industry.
Required Qualifications
- 10+ years of relevant experience in execution
- Deep knowledge of North American debt issuance market
- Experience mentoring or managing a team
- High level of proficiency in drivers of cost of funds and interconnectivity to fund transfer pricing
- Experience in managing counterparty relationship with regards to sourcing various funding
- Bachelor’s degree required; advanced degree in Finance, Economics, Mathematics or related field is a plus.
About the Company
A leading Investment Bank is looking for an Associate Director, Tax Compliance to support and manage the U.S. Tax Operations for their U.S. banking business.
This role will be responsible for operational tax activities, end-to-end tax compliance, process controls, reporting, and stakeholder collaboration across tax, finance, legal, and business units. A strong grounding in U.S. corporate and partnership tax compliance and related operational frameworks is highly desirable.
Responsibilities:
U.S. Tax Operations & Compliance
- Support the operational execution and governance of U.S. federal, state, and local tax compliance processes, including preparation and review of tax filings and document submissions.
- Manage tax withholding, reporting, and documentation processes to ensure regulatory compliance and operational accuracy.
- Oversee internal controls, risk assessments, and tax operational workflows to support audit and regulatory readiness.
Tax Compliance
- Provide hands-on expertise in U.S. tax compliance, including preparation/oversight of corporate and partnership returns, K-1 allocations, and related reporting.
- Ensure compliance with tax rules and IRS obligations, including BEAT, CAMT, allocations, capital account maintenance, and partnership related computations.
- Engage with different internal teams to gather information and analyze the related impacts from a U.S. tax standpoint.
Process Improvement & Tax Technology
- Identify opportunities to enhance tax operational efficiency through process improvements, automation, and adoption of tax technology tools.
- Support system upgrades, data integrity initiatives, and integration of tax workflows with broader finance and reporting systems.
Stakeholder Engagement
- Partner with internal teams across Finance, Legal, Compliance, and Business units to align tax operations with organizational objectives.
- Manage external vendors, tax service providers, and coordinate regulatory inquiries or examinations when necessary.
Reporting & Analysis
- Prepare and review tax data for internal reporting and external deliverables, including information returns and estimated tax payments.
- Conduct tax analytics and support financial reporting and provision processes as required.
Qualifications
- Bachelor’s degree in Accounting, Taxation, Finance, or related field; advanced degree or tax certification (CPA / JD / LLM) preferred.
- 4–7+ years of progressive experience in U.S. tax operations or U.S. tax compliance roles, ideally in financial services, banking, or a regulated environment.
- Proven expertise in U.S. tax compliance and familiarity with corporate and partnership structures/tax issues.
- Strong understanding of U.S. federal and multi-state tax rules and compliance processes.
- Excellent analytical skills, attention to detail, and ability to navigate complex tax requirements.
- Prior experience within a U.S. bank and global financial institution’s tax team.
- Experience with tax and reporting systems and workflow automation.
Client Support Specialist – WealthTech / RIA Focus
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
About the Role
The U.S. Accounting Policies and Procedures Manager reports to the Senior Manager, U.S. Accounting Policies and Procedures and is responsible to assist in setting U.S. GAAP policy and delivering reliable guidance on U.S. GAAP and IFRS accounting standards – including impacts on regulatory reporting – in an efficient and timely manner. He/she assists in the development, maintenance and implementation of policies, procedures and methodologies in coordination with head office IFRS accounting policies and procedures professionals.
Responsibilities
- Support the implementation of accounting policy matters for the combined U.S. operations of the bank.
- Assist in the implementation of accounting policies, procedures and support process implementation.
- Document and update U.S. GAAP accounting policies and procedures.
- Develop and administer training on U.S. GAAP accounting standards, IFRS/U.S. GAAP differences, and changes or developments in accounting standards.
- Conduct research on U.S. GAAP technical accounting issues including support for IFRS interpretations.
- Identify and facilitate the involvement of key stakeholders.
- Provide support to stakeholders on financial and regulatory reporting issues and/or changes.
- Maintain an expert knowledge of U.S. GAAP and ensure alignment with regulatory reporting policies and procedures.
- Review financial statements and related footnote disclosures to ensure compliance with U.S. GAAP.
- Initiate problem resolution for discrepancies and contributes to quality control and process.
- Serves as a point of contact for inquiries and problem resolution with business partners.
- Participate in periodic meetings/change management for finance and regulatory reporting matters at the Bank.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Job Description
- Evaluation of early warning indicators and limits of liquidity risk framework for Broker Dealer
- Monitor internal liquidity stress test position for Broker Dealer
- Analyses of changes in Securities Balance Sheet
- Periodic evaluation of liquidity framework including review of liquidity frictions, and recovery and resolution plan
- Evaluation liquidity risk changes of OTC and Exchange Traded derivatives including IR Swaps, FX Forwards, Cross Currency Swaps, Options, and Credit Derivatives
- Work with modeling team to calibrate liquidity risk drivers
- Lead strategic enhancements to regulatory reporting
- Participate in product specific regulatory exams and provide responses
Qualifications
- 6+ years of experience in Liquidity Management or Liquidity Risk covering broker dealer or markets related products
- Experience in ILST assumptions, LCR/NSFR analysis
- Willing to come in 4 days a week to the office
Our client is a global firm that's expanding their multi‑service financial services organization. They've recently made a strategic investment in growing its Fund Administration arm, specifically their Private Credit service teams. As part of this evolution, they are seeking Senior Fund Accountants or Fund Accounting Supervisors with hands‑on experience supporting private credit strategies.
This role(s) offers meaningful exposure to senior leadership and the opportunity to help shape processes, controls, and client service as the platform continues to scale. The Managing Director is open to a range of experience levels, provided candidates bring strong private credit experience and a collaborative mindset.
Key Responsibilities
- Perform fund accounting activities for private credit funds, including: NAV calculations and month‑end / quarter‑end closes, Income accruals, expense allocations, and capital activity
- Maintain and reconcile general ledgers, investor capital accounts, and bank accounts
- Assist with financial statement preparation and audit support
- Help enhance processes, documentation, and controls as the fund administration platform grows
- Respond to investor and client inquiries in a timely and professional manner
Qualifications
- 2–6+ years of fund accounting experience
- Direct experience with private credit / private debt investments is required (direct lending, debt, tax loans, term loans, CLOs, BDCs, etc.)
- Strong understanding of fund structures, capital calls, distributions, and partner allocations
- Experience working within a fund administrator, asset manager, or financial services firm
- Proficiency in Excel; experience with fund accounting systems is a plus
- Bachelor’s degree in Accounting, Finance, or related field
- CPA or progress toward certification is a plus, but not required
Must be residing or open to commuting to North Jersey/Bergen County or vicinity. HYBRID onsite schedule.
About the Company
My client, a Leading Investment Bank is looking for an experienced finance professional to join the Product Control team responsible for daily P&L validation, attribution, reporting, price testing and other ad hoc analytical functions. The successful candidate will be involved in internal controls, process efficiency, and finance transformation projects. The candidate will also document department-level policies and procedures and manage the EUC (End User Computing) control process for critical spreadsheets.
About the Role
Manage the processes around daily P&L validation, explanation, and reporting for interest rate and XVA desks. Actively engage in the enhancement of the independent price verification framework for rates derivatives products and xVA. Lead creation/automation of templates and enhancing the controls around P&L reporting.
Responsibilities
- Manage the processes around daily P&L validation, explanation, and reporting for interest rate and XVA desks.
- Actively engage in the enhancement of the independent price verification framework for rates derivatives products and xVA.
- Lead creation/automation of templates and enhancing the controls around P&L reporting.
- Assist with transformation efforts to modernize the company's financial infrastructure.
- Monitor trading activity for ad-hoc valuations and trade reserves and work with partners to ensure accuracy of financial statements.
- Document new policies and procedures.
- Review and manage Volcker Reporting requirements.
Qualifications
- Bachelor’s degree in accounting or finance or equivalent field of study.
- CPA, CFA, or FRM is a plus.
- 10+ years of combined experience in financial services audit or capital markets advisory or fixed income product control.
- Derivatives experience required. Experience in Rates business or xVA is an advantage.
- Working knowledge of product control processes, trade lifecycle, and proper internal controls framework within capital markets fixed income or advisory.
- Knowledge of derivatives and other financial instruments per US GAAP.
- Leadership skills with proven ability to mentor and train junior staff.
- Proficiency in Excel, including working knowledge of advanced functions.
- Ability to work with big data and understand system architecture.
Audit Senior Manager - San Francisco
High-growth firm seeking a Big 4 or Top 10 Audit Senior Manager with life sciences and public company experience. Clear 2–3 year path to Partner within an entrepreneurial, high-performing team.
Taurus is working on a fantastic opportunity for public auditors looking to do work in a more dynamic position.
This role will report into the Senior VP and will be working on the credit hedge funds in this $10B organization. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including FP&A IR, Trade Support, Accounting Support and Performance Analysis,.
Responsibilities Include:
- Reconcile monthly P&L and resolve trade breaks with third party administrators and internal systems
- Work with finance team to prepare annual budgets, forecasts and financial planning for the organization
- Analyze and identify trends, variances and work with senior leadership to identify areas for improvement
- Prepare NAV estimates and review internal performance of funds and SPVs
- Assist the fund administrators on month-end close, investor allocations, capital statements, and schedule management
- Provide performance analytics to senior leadership and IR/Marketing teams
- Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
- Coordinate management company activity, and fee processing
- Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others
Requirements:
- Experience in a public accounting firm, big four preferred
- Prior work experience auditing hedge funds, credit funds, or similar alt asset managers, required.
- 3-6 years in public and/or private accounting - with a passion for working across the back office
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
We are partnering with several respected and growing Top 50 CPA firms who are actively seeking Tax Partners and Principals to step into key leadership roles. These opportunities are driven by expansion, succession planning, and long-term strategic growth.
A leading global financial institution is seeking a VP-level Product Owner to spearhead the buildout of next-generation credit risk platforms and AI-driven capabilities. This is a high-visibility role at the intersection of Risk, Analytics, and Technology, with a mandate to modernize how credit risk is measured, monitored, and managed across the firm.
This seat will play a central role in shaping the firm’s risk technology strategy—driving innovation, embedding AI into core processes, and delivering scalable tools used by senior stakeholders across the business.
Responsibilities:
- Own and drive the product strategy and roadmap for credit risk tools and AI capabilities
- Lead the end-to-end delivery of scalable platforms supporting exposure measurement (PFE, EAD), limit monitoring, stress testing, and portfolio analytics
- Partner directly with senior Risk and Technology leaders to identify transformation opportunities and deliver high-impact solutions
- Embed AI/ML into core risk workflows (e.g., data automation, anomaly detection, intelligent reporting)
- Deliver intuitive dashboards and analytics that enhance real-time risk visibility and decision-making
- Operate in an Agile environment, prioritizing initiatives that balance business impact, regulatory requirements, and technical feasibility
- Drive adoption and change across the organization, influencing stakeholders at all levels
Requirements:
- 8+ years’ experience across product management, risk, or risk technology within financial services
- Strong understanding of credit risk (counterparty risk, exposure metrics, portfolio analytics)
- Track record of delivering risk platforms, data products, or AI-driven solutions
- Familiarity with AI/ML techniques and practical applications in financial services
- Ability to translate complex business needs into scalable, user-focused technology solutions
- Strong communicator with the ability to influence senior stakeholders
Description:
The Treasury Risk Management group is a risk function that oversees the treasury risks and balance sheet strategy. The group provides risk oversight that extends to liquidity risk, interest rate risk in the banking book, and capital management, and independently assesses business strategies that impact these risks. The mandate of the group is to ensure that all treasury risks are adequately identified, measured, controlled, monitored and reported.
Focus:
• Support ongoing independent oversight of the IRRBB and Portfolio risk exposures, including risk metrics such as Economic Value of Equity (EVE) and Net Interest Income (NII) sensitivities to interest rates.
• Support ongoing review and challenge of the IRRBB and Portfolio risk management framework, including assumptions, approaches, and methodologies adopted in the measurement of IRRBB and Portfolio risk.
• Support enhancements to the second-line IRRBB and Portfolio risk oversight framework.
• Understanding of balance sheet products and risks.
• Understanding of U.S. regulatory requirement for IRRBB.
• Understanding of methods and approaches used for the quantification of IRRBB. These include but are not limited to earnings, NII and EVE sensitivities and deposit modeling.
About the Role
Leading Investment Bank is looking for a VP, Capital Reporting to join the Capital Analytics team. The candidate will support calculation of RWA relative to Basel Rule for both credit and market risk. The VP, Capital Reporting will also work closely with key partners leading the RWA transformation efforts such as calculation automation, changes related to Basel III Endgame readiness, CCAR, SA-CCR as well as work with regulatory policy to interpret rule changes.
The VP, Capital Reporting will play a crucial role in supporting the calculation of RWA and ensuring compliance with regulatory requirements.
Responsibilities
- Calculate quarterly capital ratios and credit and market risk weighted asset calculation for the Bank Holding Company.
- Analyze Basel RWA Reporting based on US Regulatory requirements.
- Test case reviews and user acceptance testing of the calculation engine automation.
- Work with IT on systems implementation.
- Improve governance, efficiency and control through process optimization, and proactively identifying and remediating areas of regulatory deficiencies.
- Identify opportunities for automation, increased transparency, and enhancement of business processes.
Qualifications
- Bachelor’s degree in finance, accounting or similar discipline.
- 8+ years of related work experience.
- RWA calculation experience necessary
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
The Firm
The client we are partnered with is a Multi-National Bank known for their culture and work-life balance. This is a firm that is continually recognized in the Sustainability, Project Finance, and Talent Management areas amongst competing banks.
The Role
- Responsible for driving liquidity strategies in standard and stress scenarios
- Oversee and influence liquidity utilization across the organization
- Will have oversight over the firms funding for both bank and broker dealer entities
- Analyze and forecasts liquidity positions and providing guidance to business lines
- Interprets liquidity trends relating to business activities and transactions
- Provide coaching and mentoring to analysts
- Contribute to presentations to senior leadership and board members
- Partner with other teams to determine limits and guidelines
The Right Candidate
- 2-6 years of experience not including internships
- Experience in either corporate treasury or liquidity risk
- Understand of liquidity metrics such as LCR, NSFR, ILST
- Excellent communication skills
Please apply if interested.
Take Your Accounting & Finance Career to the Next Level!
Are you ready to elevate your career? This is your chance to work with Fortune 500 companies, enjoy a balanced lifestyle, and unlock incredible earning potential! This is the role you've been waiting for.
Accelerate Your Career:
Are you eager to grow professionally without being tied down by the traditional BIG4 or Top-Tier public accounting firm structure? Look no further. Here, your career growth is limitless. You’ll work on high-impact financial and accounting projects for some of the nation’s largest corporations—projects that truly make a difference. Join a team that values and invests in your personal and professional development.
Work-Life Balance:
Fed up with long, grueling hours? We get it. That’s why our client prioritize work-life balance, giving you the opportunity to enjoy life outside of work without compromising your career. Say goodbye to the demanding hours typical of public accounting firms.
Compensation & Benefits:
You will receive a very attractive compensation package that includes:
- Competitive Base Salary
- Annual Bonus
- Comprehensive Medical, Dental, and Vision Coverage
- Generous 401(k) Match
- Profit Sharing
- Tuition Assistance
- Generous Vacation & Sick Time
- Paid Holidays
What We're Looking For:
You’re the ideal candidate if you have:
- A Bachelor’s Degree in Accounting or a related field
- At least 3 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- A CPA (or plans to pursue certification)
Ready to take the next step? Apply now and join a company that truly invests in your future!
2 ROUND INTERVIEW PROCESS!
Our client, a fast growing boutique fund servicer specializing in Private Equity investments is looking to grow their team and bring in a Senior Fund Accountant to service their ever increasing clientele. This specific role will be set on an accelerated pathway to Assistant Manager level.
Responsibilities:
- Prepare day-to-day accounting activities for multiple funds, including financial reporting, cash management, and expense allocation.
- Ensure accurate and timely preparation of financial statements, investor reports, and other fund-related documents.
- Coordinate fund launches, closings, and capital calls/distributions in accordance with fund documents and regulatory guidelines.
- Support junior staff, providing guidance on technical matters, work review, and development improvements.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field
- 3-6 years of progressive experience in fund accounting within the private equity industry.
- Strong analytical skills and attention to detail, with the ability to perform capital calls and distribution calculations.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
*This role will be reporting to their Stamford, CT office 2-3 days per week. They have an employee parking lot if you have a car and offer a free shuttle from the train station to the office.*
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
The Hybrid role is based in Dallas to provide extended support hours for clients on the West Coast, we have a brand new office!
We are looking to hire a Senior Credit Fund Accountant for a $10B Credit Hedge Fund based in Midtown, NYC. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including IR, Trade Support, Performance Analysis, and new technology initiatives in the organization.
This is a lean back office team that works together closely - and has a very collaborative nature. This is the opportunity to work in a growing organization with a strong track record of promoting from within. This could be a fantastic opportunity for a public accountant or hedge fund accountant to dive deep into one of the investment industry's hottest assets, credt.
This role is 3 days a week in office.
Responsibilities Include:
- Prep and review monthly internal performance and NAV estimates
- Review P&L monthly and reconcile with internal systems and fund admins
- Assist the fund administrators on month-end close, investor allocations, capital statements, and supporting schedules
- Assist VP with coordinating with auditors on SOC 1 Testing, and yearly audits
- Provide performance analytics to senior leadership and IR/Marketing teams
- Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
- Coordinate management company activity, and fee processing
- Support tax prep with internal and external teams
- Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others
Requirements:
- CPA Preferred
- At least 3 years in public/fund accounting - hedge fund experience highly preferred
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
• Create business requirement documents for the functional (regulatory and/or business rules) and non-functional (data handling, governance) capabilities needed for Liquidity Regulatory Reporting.
• Assist in appropriately sizing liquidity buffer requirements.
• Perform daily validation and analysis of LCR, NSFR reports to ensure accuracy and completeness.
• Perform data analysis and research in refining liquidity assumptions.
Review recommendations and finalize changes with second line of defense.
• Assist in appropriately sizing liquidity buffer requirements.
• Assess the impact of regulatory changes and perform gap analysis.
• Analyze and interpret data from different sources like databases and spreadsheets and make recommendations for technical solutions and automation.
• Perform data analysis and defect identification. Work with technology partners to uncover data discrepancies and follow up with relevant stakeholders to ensure closure.
• Act as treasury liaison in projects for developing liquidity monitoring tools.
• Clearly document and present analytical findings to both technical and non-technical audiences
• Contribute to ad hoc analytical projects and reporting, primarily related to liquidity.
Qualifications:
• Ability to translate complex business problems into discrete
quantifiable components;
• Deep knowledge of liquidity subjects (6G, LCR,
NSFR)
• Excellent analytical, strategic planning, complex problem resolution
• Bachelor’s degree required
• 5+ years of related work experience in a financial organization
• Advanced Excel Skills
• Experience with SQL, Tableau and/or Alteryx is a plus
• Excellent oral and written communication skills
• Comfort with ambiguity and the ability to organize and manage multiple changing processes
• Excellent analytical, strategic planning, problem resolution skills
About the Opportunity (Must have, or have had a Series 7 licence to renew, or re-sit)
My client, a rapidly expanding fintech company, is seeking a dynamic Player-Coach, Sales Leader to head a BDR/AE team within the Professional and Financial Services sector. This role is pivotal in driving growth, fostering client relationships, and steering a high-performing sales team to success.
Key Responsibilities
- Lead, mentor, and develop a team of Junior Account Executives, promoting a culture of excellence and continuous improvement.
- Manage and expand a portfolio of high-profile accounts, ensuring client satisfaction and revenue growth.
- Identify and capitalize on cross-selling and up-selling opportunities within existing accounts.
- Develop and execute comprehensive account plans, addressing risks and opportunities effectively.
- Drive new business initiatives, targeting prospective clients and expanding the company's market presence.
- Collaborate with internal stakeholders across various departments to deliver exceptional client experiences.
- Utilize industry products to craft compelling sales strategies and materials.
- Stay abreast of market trends and competitor offerings to position the company's unique value proposition effectively.
What We're Looking For
- Proven track record in B2B Fintech and/or solution sales, consistently meeting or exceeding targets.
- Demonstrated experience in leading and developing high-performing sales teams.
- In-depth understanding of the Professional Services industry, with the ability to navigate complex client needs.
- Exceptional communication and negotiation skills, with the ability to influence stakeholders at all levels.
- Strategic thinker with a proactive approach to problem-solving and innovation.
Why Join Us?
We’re redefining how financial professionals serve their clients — combining modern technology with access to solutions traditionally out of reach. As a growing fintech with a mission-driven culture, we offer the chance to lead high-impact sales efforts, shape go-to-market strategy, and grow with a team that values innovation, ownership, and transparency. If you're ready to make your mark in a fast-paced, client-first environment, this is the place to do it.
My client, an international boutique fund servicer is looking to bring in a Compliance Associate Manager as they continue their US growth due to continuous success. You will lead client servicing and investor onboarding for private equity funds across multiple strategies, fund vintages, and jurisdictions. This role partners closely with GPs, compliance teams, and fund counsel to manage AML/KYC requirements, complex LP structures, and regulatory obligations throughout the fund lifecycle.
Key Responsibilities
- Act as a primary relationship contact for private equity clients, building trusted partnerships with GPs, Investor Relations teams, and Compliance Officers
- Lead AML/KYC onboarding for private equity funds, SPVs, co‑investment vehicles, and parallel structures
- Manage investor onboarding in connection with PE capital raises, closings, and subsequent subscriptions
- Review and oversee analysis of complex institutional LP structures, including funds‑of‑funds, pension plans, sovereign investors, and managed accounts
- Apply and review look‑through and beneficial ownership thresholds in line with Cayman Islands AML regulations
- Oversee and approve LP screening results (sanctions, PEP, adverse media) conducted via third‑party screening databases
- Ensure accurate completion and review of DDQs, AML checklists, and investor due diligence documentation
- Act as a key liaison with fund counsel, addressing AML/KYC interpretation questions, escalation items, and regulatory matters
- Maintain oversight of FATCA and CRS classifications and requirements where applicable
- Provide technical guidance, review, and mentoring to Client Services Associates
- Contribute to continuous improvement of onboarding processes
Qualifications & Experience
- 4-8 years’ experience in private equity fund administration, investor services, or AML/KYC
- Strong technical knowledge of PE fund structures and institutional LP onboarding
- Extensive experience with complex underlying investor look‑through analysis
- Solid working knowledge of Cayman Islands AML requirements; FATCA and CRS experience is a big plus
- Confident client‑facing communicator with the ability to exercise judgment and manage risk‑based decisions
Our client is a leading alt asset manager focused on providing structured financing to tech-focused companie in the B2B and B2C sector. This organization focuses on less-traditionally funded businesses in order to provide strong partnerships with investors.
This role will work directly with the Head of Finance and will oversee all the finance-releated functions for the firm. This will lead finance functions across credit, hyrbid and venture platforms. This position will operate in a strategic capacity in an entreprenurial environment.
Responsibilities:
- Lead fund accounting, operations, treasury and reporting functions
- Own the monthly and quarterly reporting for LPs, internal stakeholders and manage the third party admins and vendors
- Work closely with tax preparers and audit teams to handle the annual audit process and complete tax filings appropriately
- Manage cash activity, cap calls/distributions and covenant reporting
- Work closely with FP&A and IR to assist with portfolio analytics, investore diligence, and capital planning
- Mentor and train junior members of the team
Requirements:
- 5-8 years of experience in a fund accounting function (private credit and hedge fund)
- Bachelors degree
- Previous experience in public accounting preferred
- CPA preferred
Taurus is partnering with a boutique insurance organization focused in annuities to help find a Director level accounting professional to work directly with senior executives. This is a newly created accounting function that will own all non-investment related accounting and finance functions.
Key responsibilities include:
- Managing a team of two employees
- Manage and oversee the accounting for policyholder premiums, transactions,witholdings and taxes
- GL Accounting and managing transactional work
- Bank reconciliations and recordkeeping within systems
- Accounting oversight for 1099s and premium taxes, along with other tax reporting work with internal teams
- Expense management and budgeting
- Vendor management
- Key projects for system and automation improvement
Requirements:
- 7-15 years of experience
- Previous experience in a management function required
- Experience in the insurance or financial services sector
- CPA preferred
Business Development Leader (BDR Manager)
NYC (Hybrid)
We’re partnering with a high-growth fintech platform hiring its first Business Development Leader to build and scale outbound pipeline.
This is a player-coach role — you’ll lead a team of BDRs while owning strategy, execution, and performance of the outbound motion.
What You’ll Do
- Lead, coach, and scale a team of BDRs
- Own outbound strategy across calls, email, and social
- Set and track KPIs (activity → meetings → pipeline)
- Partner with sales & marketing to drive pipeline generation
- Hire and develop new talent as the team grows
- Be hands-on in day-to-day execution and coaching
What They’re Looking For
- 3–6 years B2B sales experience (SaaS / fintech / data preferred)
- 1+ year leading or mentoring BDRs
- Strong outbound experience (call + email cadences)
- Data-driven and comfortable managing to metrics
- High-energy, hands-on leadership style
Why It’s Interesting
- First leadership hire in business development
- Real ownership of outbound strategy + team build
- High-growth environment with strong product traction
- Clear path into senior sales leadership
My partner, an international fund servicer that's had some serious success within their US market is building out their first local COMPLIANCE team! They're looking to bring in a rising Senior Compliance Associate or upcoming Assistant Manager level to serve as the main SME and POC and head up their KYC/AML operations team. If you're currently with a large fund admin group and want to experience a smaller but impactful environment where you'll wear a lot more hats and broaden your exposure, check out the description below.
Key Responsibilities:
- Support the execution of AML/KYC processes for private funds and related investment vehicles, including new fund launches and capital raising activity
- Review investor documentation for completeness and regulatory compliance, including beneficial ownership, control, and source‑of‑funds analysis
- Perform investor risk assessments and assist with enhanced due diligence where required
- Conduct sanctions, PEP, and adverse media screening using third‑party tools and document outcomes clearly
- Assist with FATCA and CRS classification, documentation support, and periodic reporting cycles
- Maintain accurate compliance records and support internal documentation standards
- Respond to client and internal stakeholder queries related to onboarding and compliance matters
- Support periodic AML/KYC refreshes and remediation initiatives
- Collaborate with legal counsel and internal teams to resolve documentation or regulatory interpretation issues
Qualifications:
- 3–5+ years of experience in AML/KYC or regulatory compliance within private funds or fund administration
- Strong familiarity with private equity fund structures and institutional investors
- Working knowledge of Cayman Islands AML frameworks; Delaware exposure a PLUS
- Exposure to FATCA and CRS concepts
- High attention to detail and ability to manage multiple workstreams
Sales Development Associate – Fintech / WealthTech
A fast-growing fintech company supporting financial advisors is hiring a Sales Development Associate to help drive growth across new and existing accounts. This is a chance to join a small, collaborative team building elegant financial tools that advisors actually use.
The Role You’ll support all aspects of business development, with a focus on outbound lead generation, meeting scheduling, and managing inbound interest. You’ll also help qualify leads, research new markets, and support sales operations. As you grow, there’s potential to take on full-cycle sales responsibility.
What You'll Do
- Drive outbound outreach via email and calls to generate new leads
- Qualify inbound interest and schedule meetings for the sales team
- Manage CRM, lead lists, and event-based outreach
- Assist with sales metrics, onboarding, and activation of advisor relationships
- Contribute to conferences, logistics, and follow-up efforts
What You'll Bring
- 1+ years of sales, business development, or client-facing experience
- Strong communication skills and comfort with outreach
- Familiarity with financial services or fintech is a plus
- Series 7 license required (or ability to obtain)
- Highly organized, curious, and eager to grow in a fast-moving environment
This is a hybrid role based in NYC with long-term growth potential.
- 15+ years of Credit experience within a commercial or wholesale bank in credit risk, credit approval, credit governance and/or underwriting
- Portfolio coverage of Corporates, Industrials, CLOs, Lender Finance, Specialty Finance, Subscription Finance, Project Finance/Infrastructure
- Workouts experience is a plus
- Previous credit authority experience is a plus
- Ability to communicate with front-office & executive management team on credit decisions
- Understanding of credit framework and policy
Taurus is representing a $10B hedge fund headquartered in NYC. They are adding a fund accounting professional to support their fast growing team. This will focus primarily on fixed income products, with some exposure to OTC derivatives and FX. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, where there is opportunity to become an expert accountant, and gain exposure to the trading desk.
Responsibilities:
- Create the financial and management reports
- Manage daily NAVs as well as other daily/weekly/monthly reporting
- Manage data for the PMS
- Work closely with traders to reconcile trade breaks and settlements
- Collaborate with fund administrators to manage the company's financial records
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Handle cash/position management - reviewing margin requirements and daily cash flows
- Work closely with tax team to prepare deliverables and support for compliance
- Work on balance sheet P&L for the loan portfolios, as well as financial statements
Requirements:
- 2-5 years of experience in public accounting, private accounting, or public/private mix
- Bachelors degree in accounting and/or finance
- Understanding of fixed income, OTC derivatives and/or FX products a big plus
- Strong Excel skills
- CPA preferred
CALLING ALL 2-5yr BIG 4 AUDIT OR TAX ASSOCIATES SITTING IN A WEALTH/ASSET MANAGEMENT TEAM!!!!!
Our client, a scaling mid-sized private credit investment firm in Chicago are URGENTLY looking for a Financial Analyst that will serve as one of the main supports to the firm’s Fund Finance Operations across their entire portfolio. This role sits at the intersection of fund finance, portfolio support, and operational execution, working closely with internal stakeholders and third-party service providers.
The ideal candidate is curious, resourceful, and ambitious—someone who asks smart questions, takes ownership, and is eager to learn how a private credit platform operates end to end.
Key Responsibilities
- Support day-to-day finance and back-office operations across the firm’s funds and portfolio
- Assist with fund accounting processes, including reviewing deliverables from third-party fund administrators
- Support capital activity, including capital calls, distributions, and cash movement
- Help prepare and review investor reporting, financial schedules, and ad hoc analyses
- Coordinate with auditors, tax providers, banks, and administrators to support timely reporting and close processes
- Assist with process improvement initiatives as the firm continues to scale its operations
- Provide general financial and operational support to senior finance leadership as needed
Qualifications
- 2–4 years of relevant experience in public accounting, fund accounting, finance, or a related field
- CPA required (or actively taking exams)
- Background in Big 4 public accounting strongly preferred
- Exposure to asset management, investment funds, credit, or financial services is a plus
- Hands-on experience with system integrations and process improvements
- Strong attention to detail with the ability to manage multiple priorities
- High level of intellectual curiosity and a desire to understand the “why,” not just the “what”
- Self-starter mentality — resourceful, proactive, and comfortable in a fast-moving environment
- Strong communication skills and a team-first mindset
Customer Success Associate / Client Support Specialist – Fintech SaaS
New York, NY | Hybrid
Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.
We’re looking for a Customer Success Associate (Client Support Specialist) to serve as the front line for advisor support, onboarding, and relationship management.
What You’ll Do
- Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat
- Guide new users through onboarding, training, and adoption of our technology
- Troubleshoot client issues and partner with product/operations teams to resolve them quickly
- Build relationships that drive engagement, retention, and long-term client satisfaction
- Identify opportunities to improve processes and client experience
What We’re Looking For
- 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)
- Excellent communication skills with a strong customer-first mindset
- Comfort working in a fast-paced, technology-driven environment
- Ability to manage multiple client requests while staying detail-oriented
- FINRA licensing (Series 7, 63, or 66)
Why Join
- Hybrid NYC office (collaborative, energetic team environment)
- Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs
- Competitive base salary + bonus + full benefits
Customer Success Associate / Client Support Specialist – Fintech SaaS
New York, NY | Hybrid
Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.
We’re looking for a Customer Success Associate (Client Support Specialist) to serve as the front line for advisor support, onboarding, and relationship management.
What You’ll Do
- Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat
- Guide new users through onboarding, training, and adoption of our technology
- Troubleshoot client issues and partner with product/operations teams to resolve them quickly
- Build relationships that drive engagement, retention, and long-term client satisfaction
- Identify opportunities to improve processes and client experience
What We’re Looking For
- 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)
- Excellent communication skills with a strong customer-first mindset
- Comfort working in a fast-paced, technology-driven environment
- Ability to manage multiple client requests while staying detail-oriented
- FINRA licensing (Series 7, 63, or 66)
Why Join
- Hybrid NYC office (collaborative, energetic team environment)
- Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs
- Competitive base salary + bonus + full benefits