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Director, Advisor Partnerships – West Coast
We're partnering with a rapidly growing WealthTech company that's changing the way RIAs and wealth management firms help their clients.
We're looking for someone who already speaks the language of financial advisors.
If you've spent your career building trusted relationships with RIAs, helping advisors grow their businesses, and navigating the wealth management ecosystem, we'd like to talk.
This is a relationship-driven role—not a high-volume transactional sales position. You'll own the Western U.S., work directly with sophisticated advisory firms, and have the autonomy to build your territory with the support of a highly respected platform.
What you'll be doing
- Develop and grow relationships with RIAs and wealth management firms across the Western U.S.
- Win new advisory firm partnerships while expanding existing relationships.
- Help advisors adopt innovative technology and solutions that improve outcomes for their clients.
- Represent a respected brand within the advisor community.
We're looking for someone who has
- Experience selling into, supporting, or partnering with RIAs or independent wealth management firms.
- Existing relationships within the advisor community.
- A consultative, relationship-first sales approach.
- Success managing a large territory independently.
- Experience within wealth management, advisor technology, custodians, TAMPs, investment platforms, or financial services.
Why this opportunity?
- Remote.
- Significant existing territory.
- High degree of autonomy.
- Market-leading platform with strong momentum.
- Competitive base salary plus bonus.
- Opportunity to make a genuine impact in one of the fastest-growing areas of WealthTech.
If your network is built around financial advisors—and you enjoy helping them grow their businesses—we'd love to hear from you.
Sales Director – West Coast | Remote
Our client is a high-growth financial technology company that partners with independent Registered Investment Advisors (RIAs) to help them better serve their clients. Their platform provides access to best-in-class financial products through intuitive, scalable technology and is used by hundreds of advisory firms across the US.
They are hiring a Director of BD to own and grow their presence across the western US. This is a unique opportunity to join as the sole sales representative in the region at a well-backed company with strong product-market fit and ambitious growth plans
The Role
You'll own the full sales cycle — from prospecting and pipeline management through to close and client activation — while also managing and growing relationships within an existing book of business. You'll work cross-functionally with relationship management, marketing, and product teams and represent the company at industry conferences and client meetings across your territory.
What We're Looking For
- 8+ years of sales experience in financial services or fintech
- Proven track record selling to or working with independent RIAs
- Series 7 licensed, or willing to obtain within 60 days of joining
- Based in the western US — CA, TX, CO, or AZ (California preferred)
- Self-starter comfortable working with autonomy in a remote environment
Director of Business Development – ****West Coast | Remote*****
Our client is a fast-growing financial technology company on a mission to help independent Registered Investment Advisors (RIAs) better serve their clients. Their platform delivers best-in-class financial products through scalable, easy-to-use technology and is used by nearly 1,000 advisory firms Nationwide.
We're hiring a Director of Business Development to own and grow their presence across the western US. This is a rare opportunity to join as the sole sales leader covering the western half of the country at a company with strong institutional backing and ambitious growth plans.
The Role
You'll drive revenue growth by bringing new RIA firms onto the platform and expanding adoption within the existing client base. You'll own the full sales cycle — from prospecting and pitching to closing and activation — and will be a key voice in shaping go-to-market strategy.
What You'll Do
• Own end-to-end client relationships across the western US
• Generate and manage a pipeline of independent RIA prospects
• Travel to client meetings and industry conferences (<50% travel)
• Partner with relationship management, marketing, and product teams
• Represent the brand as the face of the company in your region
What We're Looking For
• 8+ years of sales experience in financial services or fintech
• Proven track record selling to or working with independent RIAs
• Series 7 licensed (or willing to obtain within 60 days)
• Based in CA, TX, CO, or AZ — California strongly preferred
• Clean FINRA background (fingerprint check required)
• Self-starter who thrives with autonomy and minimal oversight
If you've spent your career in the RIA ecosystem and want to join a product that advisors genuinely love — let's talk.
My client, who is a leading News, Media, and Analytics provider, is looking for an Enterprise AE to promote their newest, market-leading products.
Responsibilities:
- Provide prospective new business clients with an understanding of the products and offerings while developing new, relationships with key stakeholders at each firm
- Manage the sales process from beginning to end, this includes securing introductions with decision-makers while also providing support to users across all departments and divisions on potential new clients.
Requirements
- At least 2 years of sales experience in Financial Services, M&A, Data, B2B SaaS Sales, or Solution Selling
- Excellent interpersonal, verbal, and written communication
- Proven track record in hitting quota and retention targets
Business Development Manager – Remote (US)
Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Business Development Manager to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.
What you’ll do
- Identify and engage new prospects through targeted outreach and lead generation.
- Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
- Partner with subject matter experts to deliver impactful product demonstrations.
- Represent the company at industry events, building relationships and visibility.
- Lead commercial negotiations, supported by our in-house legal team.
- Maintain accurate pipeline activity and reporting in Salesforce.
What we’re looking for
- Proven experience in business development, ideally within information services, SaaS, or professional services.
- A strong track record of outbound sales and new business acquisition.
- Confidence engaging senior stakeholders in financial services and professional services.
- Ability to quickly grasp complex subject matter and explain value clearly.
- Organized, detail-oriented, and motivated to exceed targets.
Why join?
You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.
Account Executive – Remote (US)
Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Account Executive to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.
What you’ll do
- Identify and engage new prospects through targeted outreach and lead generation.
- Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
- Partner with subject matter experts to deliver impactful product demonstrations.
- Represent the company at industry events, building relationships and visibility.
- Lead commercial negotiations, supported by our in-house legal team.
- Maintain accurate pipeline activity and reporting in Salesforce.
What we’re looking for
- Proven experience in business development, ideally within information services, SaaS, or professional services.
- A strong track record of outbound sales and new business acquisition.
- Confidence engaging senior stakeholders in financial services and professional services.
- Ability to quickly grasp complex subject matter and explain value clearly.
- Organized, detail-oriented, and motivated to exceed targets.
Why join?
You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.
Business Development Executive – Infrastructure & Market Intelligence
Remote (U.S.)
A growing intelligence and research platform focused on infrastructure, energy, and industrial markets is hiring a Business Development Executive to support continued commercial expansion.
The company provides subscription-based research, market visibility, and commercial intelligence tools used by investors, advisory firms, developers, and enterprise clients to track market activity and identify business opportunities.
This is a consultative sales role suited for someone who enjoys selling insight-driven solutions into sophisticated commercial and financial organizations.
Responsibilities
- Build and manage outbound pipeline across enterprise and mid-market accounts
- Engage senior stakeholders across investment, advisory, and corporate organizations
- Run consultative sales cycles from initial outreach through close
- Conduct product demonstrations and commercial discovery conversations
- Partner with internal research and client success teams to support long-term customer growth
- Track market activity and stay informed on trends impacting infrastructure and industrial sectors
Backgrounds of Interest
- Market intelligence or research platforms
- Financial information or data providers
- B2B SaaS or subscription-based information services
- Infrastructure, industrial, or energy-related commercial sales
- Consultative business development environments with longer sales cycles
Ideal Profile
- 2–8+ years of B2B sales or business development experience
- Strong outbound prospecting and pipeline generation ability
- Experience selling to professional services, investment firms, or enterprise buyers is preferred
- Comfortable managing multi-stakeholder sales processes
- Strong communication skills with an analytical and commercially curious mindset
Why People Are Interested
- Sophisticated client base and highly consultative sales motion
- Strong visibility into rapidly evolving infrastructure and industrial markets
- Opportunity to join a growing business with strong commercial momentum
- Collaborative environment with direct exposure to senior leadership
- Competitive compensation structure with meaningful upside
Account Executive – Insurance Services Sector
Location: US (remote considered) | Full-time
About the Role
A leading provider of subscription-based news, data, and market intelligence to the global insurance and reinsurance industry is hiring an Account Executive to drive new business sales into the professional services ecosystem that supports the insurance industry — law firms, consulting firms, audit/tax advisory practices, executive search firms, and insurance technology/system vendors. You'll sell the same enterprise subscription product used across the business, focused on a buyer set that advises, audits, or builds technology for insurers rather than insurers themselves.
What You'll Do
- Own new business development into insurance-focused service providers — law firms, consultancies, audit/tax firms, executive search firms, and InsurTech/system vendors
- Run a full sales cycle from prospecting through close, selling enterprise-level subscription products (multi-user licenses) to partners, practice leads, and business development leaders
- Partner with an established editorial and intelligence team to translate market-moving content into a compelling sales narrative
- Build territory knowledge of the insurance advisory and vendor landscape to identify and prioritize target accounts
What We're Looking For
- 2-4 years of B2B sales experience, ideally selling data, research, subscription content, or professional services into a regulated or relationship-driven industry
- A demonstrated hunter mentality — comfortable with outbound prospecting and building pipeline from scratch
- Strong communication skills and comfort selling to senior stakeholders (partners, practice leads) despite being early-career
- Familiarity with the insurance industry or professional services landscape is a plus, not required
Compensation: $100,000 base + bonus
My client is looking to hire an experienced salesperson to join their industry-leading bespoke global risk company.
This exciting position on the M&A team will allow you to work closely with global clients to identify the key risks in every transaction, enabling them to structure effective risk transfer solutions.
As much of this job will involve interacting with the legal, private equity, energy, and infrastructure communities, experience in or knowledge of those businesses will be a benefit.
Applicants should be personable, outgoing, and professional. The role will involve a significant amount of telephone and in-person interaction with sophisticated business professionals.
Qualifications:
- At least 5 years of new logo sales, preferably into Law Firms, Private Equity, or Energy
- Can work in a fast-paced, dynamic yet strategic and consultative environment handling complex solutions.
- Must live in the Chicago area
Account Executive
About the Role
A leading provider of subscription-based news, data, and market intelligence is hiring an Account Executive to lead new business sales - you'll be building relationships and closing enterprise subscription deals with some of the largest names in the legal, finance, commercial insurance, reinsurance, broking and underwriting sectors
What You'll Do
- Sell enterprise-level subscription products (multi-user licenses) to senior decision-makers, heads of strategy, corporate development, M&A, and executive leadership
- Partner with an established editorial and intelligence team to translate market moving content into a compelling sales narrative
- Represent the business at industry conferences and events across the US insurance market/
What We're Looking For
- 5+ years of B2B sales experience selling data, research, market intelligence, or subscription content
- A demonstrated "hunter" track record: net-new logo generation, not just account management
- Comfort selling into senior, sophisticated buyers at large enterprise accounts
Compensation: Competitive base + bonus, commensurate with experience
Business Development Executive – Service Providers
The opportunity
We are looking for an ambitious Business Development Executive to grow subscriptions within the service-provider market.
You will have a clearly defined sales patch focused on organisations that sell services into the insurance industry and need strong market knowledge to advise clients, identify opportunities, and build relationships.
Your primary prospects will include:
- Law firms
- Management and specialist consultancies
- Executive-search and recruitment firms
- InsurTech companies
- Other professional-service and technology businesses
What you’ll do
- Identify service providers that need insurance knowledge to sell effectively, advise clients, or develop their market presence
- Build a targeted pipeline, with an initial emphasis on law firms
- Reach prospective customers through phone, email, LinkedIn, events, and referrals
- Speak with partners, consultants, recruiters, founders, business-development leaders, and other decision-makers
- Understand each prospect’s commercial priorities and demonstrate the value of timely insurance-market intelligence
- Qualify inbound enquiries from organisations within your assigned segment
- Arrange and conduct discovery meetings and product demonstrations
- Manage opportunities from initial contact through to close
- Maintain accurate account, activity, and ownership records in the CRM
- Work with marketing colleagues on campaigns for priority service-provider audiences
- Meet agreed activity, pipeline, and revenue targets
What we’re looking for
- Some experience in sales, business development, recruitment, customer service, or another commercial role
- The confidence to approach and build relationships with senior professionals
- Strong written and verbal communication
- Curiosity about insurance, professional services, and B2B markets
- The ability to understand how different customers use specialist information
- A structured approach to prospecting and pipeline management
- Resilience, commercial drive, and a willingness to learn
- Good judgement regarding account ownership and sales-territory boundaries
In your first year, you will:
- Develop a strong understanding of the insurance service-provider market
- Establish a repeatable prospecting approach across the assigned audiences
- Build a substantial pipeline of law firms and other professional-service businesses
- Consistently convert qualified opportunities into new customers
- Maintain clear account ownership without conflicting with adjacent sales territories
- Demonstrate readiness to manage larger accounts and more complex sales opportunities
My client is the leader in Alternative Data, we are looking for a motivated sales professional in Chicago who can excel in this highly competitive space.
The ideal candidate will lead initiatives to generate and engage Private Equity clients to build new business for the company. This candidate will be focused and have strong communication skills, they should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.
Responsibilities
- Consistently meet and exceed sales targets
- Own the full sales cycle from the first contact through close
- Build and manage a pipeline of high-quality opportunities across multiple client types
- Become demo certified in order to successfully present the platform to potential clients, showing our platform features that can achieve clients desired objectives
Qualifications
- Bachelor's degree or equivalent experience
- 4+ years' prior industry-related business development experience
- Strong communication and interpersonal skills
- Proven knowledge and execution of successful development strategies
- Focused and goal-oriented
Head of Sales – New York
I’m working on a search for a Head of Sales to join an established and growing data / information services business in New York.
This is a leadership role for someone who enjoys being close to the commercial team and can create a high-performance sales environment, rather than simply managing from a distance.
The successful person will take responsibility for developing the sales team, improving consistency across the sales process and helping the business continue to scale its US revenues.
We’re particularly interested in people who have led teams selling data, market intelligence, information services, subscriptions or B2B SaaS.
The role will suit someone who can:
- Lead, coach and develop a team of new-business salespeople
- Set clear expectations around activity, pipeline and performance
- Improve sales process and forecasting discipline
- Help hire and onboard strong commercial talent
- Work closely with senior leadership on growth strategy
- Maintain a strong understanding of the day-to-day sales process and what it takes to win new business
- Bring energy, accountability and a strong commercial presence to the New York office
You’ll ideally have a track record of managing successful B2B sales teams and experience operating within a growing, commercially ambitious business.
Location: New York City – hybrid
Tax Partner - Commercial / Business Tax | LA
I’m working with a growing professional services firm in the LA market that is looking to hire a Tax Partner
The role is focused on federal tax compliance, planning and advisory work for middle-market and private equity-backed businesses, with plenty of opportunity for client exposure, leadership and progression.
If you’re a Senior Tax Manager or above in the DFW market and open to hearing about a direct Partnership opportunity please reach out for a confidential conversation.
#TaxPartner #DallasJobs #FortWorthJobs #TaxCareers #CPA #PublicAccounting
Taurus Search is working with a fast paced start up working within PE. Our client is looking to hire a strong accounting professional, ideally with leadership experience, to join a newly created role as they continue to bring on major clients in private equity and private debt!
This is a chance to work in a flexible environment where you can get high levels of exposure to senior leadership, have opportunities for advancement, and work with some of the top private equity and debt firms in the industry.
This role will be the primary point of contact for a portfolio of client accounts - handling the coordination between the clients and the internal teams on product delivery.
Responsibilities Include:
- Act as the primary point of contact for the assigned clients
- Develop an in-depth understanding of the assigned client's fund structures and SOPs.
- Assign workload and necessary deadlines for: capital calls, distributions, valuations, cash monitoring, management fees and reporting functions
- Review and finalize quarterly financial statements, investor letters, and other required assignments
- Assist with managing investor inquiries, fielding reporting questions, and other ad hoc requests
- Coach and mentor team members in all aspects of work
- When issues arise, create innovative solutions and manage follow up
- Act as an advisor to clients
Requirements:
- 6-10 years in fund accounting, public accounting, or fund administration
- Strong understanding of PE fund structures and operations
- Bachelors degree required
- CPA or MBA a plus
A stellar opportunity for a strong public or private accountant just opened up in Stamford! The opportunity to work with top private equity funds and partner closely with CFOs, IR and Investment Professionals is available.
This will focus primarily on thefund accounting for PE funds, and have the opportunity for high visibility with CFOs, IR teams and LPs. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with incredible growth opportunity.
Responsibilities:
- Create the financial and management reports
- Manage fee calculations and weekly/monthly /quarterlyreporting
- Handle management fee, waterfalls, and carried interest calculations
- Work closely with investor relations teams to handle reporting for various LP requests
- Collaborate with tax team on year end tax-return information and tax projections throughout the year
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Assist with mentorship of junior employees
- Collaborate with external audit and tax teams
- Ad hoc projects
Requirements:
- 2-4 years of experience in public accounting, private accounting, or public/private mix
- Bachelors degree in accounting and/or finance
- Strong Excel skills
- CPA preferred
A stellar opportunity for a strong public or private accountant just opened up in Syracuse! The opportunity to work with top private equity funds and partner closely with CFOs, IR and Investment Professionals is available.
This will focus primarily on thefund accounting for PE funds, and have the opportunity for high visibility with CFOs, IR teams and LPs. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with incredible growth opportunity.
Responsibilities:
- Create the financial and management reports
- Manage fee calculations and weekly/monthly /quarterlyreporting
- Handle management fee, waterfalls, and carried interest calculations
- Work closely with investor relations teams to handle reporting for various LP requests
- Collaborate with tax team on year end tax-return information and tax projections throughout the year
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Assist with mentorship of junior employees
- Collaborate with external audit and tax teams
- Ad hoc projects
Requirements:
- 2-4 years of experience in public accounting, private accounting, or public/private mix
- Bachelors degree in accounting and/or finance
- Strong Excel skills
- CPA preferred
Taurus Search is partnering with an established international financial institution seeking a Corporate Sales professional to join its FICC business in New York.
Working within a lean, experienced team, the successful candidate will develop corporate client relationships and deliver hedging and risk management solutions across interest rates, FX and commodities.
The position offers broad product exposure, direct access to senior colleagues and the opportunity to take genuine ownership of business development initiatives. The team is particularly interested in ambitious, commercially driven individuals who are eager to develop their careers in a collaborative, entrepreneurial environment.
Key Responsibilities
- Develop and manage corporate client relationships, identifying opportunities to deliver derivatives and risk management solutions.
- Originate new business and expand existing relationships across interest rates, FX and commodities.
- Partner closely with Corporate Banking and Relationship Management teams to identify and execute cross-selling opportunities.
- Collaborate with trading and product specialists to structure, price and deliver tailored client solutions.
- Contribute to the continued growth of the FICC business through proactive client engagement and commercial initiatives.
Candidate Profile
- Approximately 5 – 8 years of relevant financial markets experience, ideally at the Associate, AVP or VP level.
- Experience in corporate derivatives sales, with exposure to interest rates, FX and/or commodities.
- Strong commercial instincts, a proactive approach to business development and demonstrable relationship-building ability.
- A sound understanding of derivatives and their application in managing corporate financial risks.
- An ambitious, self-motivated individual with strong communication skills and the ability to develop expertise across multiple asset classes.
Prior experience across all three product areas is not essential. The team places particular emphasis on commercial drive, intellectual curiosity and long-term potential, with comprehensive training and support available.
Taurus Search is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional coming from either Public Accounting or Fund Administration to join a newly created role as they continue to bring on major clients in private equity and private debt, heading into 2026!
This is a chance to work in a flexible environment where you can get high levels of exposure to senior leadership, have opportunities for advancement, and work with some of the top private equity and debt firms in the industry.
This is a fantastic opportunity to work in a client oriented role where this individual can gain exposure to a variety of fund structures to diversify their skillset.
Responsibilities Include:
- Review capital contribution and distribution calculations, management fees, cash reconciliations and expense schedules
- Prepare the quarterly incentive allocation models based on the agreement terms in place
- Prepare the quarterly and annual financial statements and any supplemental reports and metrics required
- Assist with support materials for audits and work closely with auditors during audit season
- Distribute investor notices and work through notices in the investor portal
- Handle incoming LP requests, investor inquiries and and any additional needs from Client Managers
- Support new fund closings and onboarding activities
- Manage and support junior fund accountants - providing coaching as needed
Requirements:
- 3-5 years in public accounting, or fund administration
- Strong understanding of PE fund structures and operations
- Bachelors degree required
- CPA a plus
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
Audit Manager – Investment Funds | LA - Pasadena, Woodland Hills or Manhattan Beach
I’m working with a leading CPA firm looking to hire an Audit Manager into its growing Financial Services practice.
Looking for:
• CPA + 5 years’ public accounting experience
• Audit experience with Private Equity, Venture Capital and/or Real Estate Funds
• Strong people leadership and client management skills
Excellent opportunity to join a high-growth investment funds practice with genuine progression to Senior Manager and onto a Partner track.
Interested? DM me confidentially.
Audit Manager – Investment Funds | New York
I’m working with a leading CPA firm looking to hire an Audit Manager into its growing Financial Services practice.
Looking for:
• CPA + 5 years’ public accounting experience
• Audit experience with Private Equity, Venture Capital and/or Real Estate Funds
• Strong people leadership and client management skills
Excellent opportunity to join a high-growth investment funds practice with genuine progression to Senior Manager and onto a Partner track.
Interested? DM me confidentially.
Job Description:
- Act as the primary underwriting lead with end-to-end ownership of transactions, ensuring timely execution, sound credit outcomes, and alignment across all stakeholders
- Underwrite and close commercial real estate loans for multiple borrowers and different asset types
- Lead preparation and defense of credit memos, clearly articulating key risks, mitigants, and structuring rationale for committee, including cash flow analysis, risks and strengths, borrower / sponsor review, and market analyses
- Act as the central point of coordination across internal teams and external counterparties, proactively resolving issues and maintaining deal momentum
- Manage a team of 5-10 people
Professional Qualifications:
- Candidate is required to have a BA/BS, ideally in commercial real estate finance, finance or similar
- At least 7 years’ experience underwriting commercial real estate loans at a bank
- Demonstrated experience independently leading CRE loan transactions from origination through closing (not solely supporting roles)
- Proven ability to exercise independent credit judgment and make recommendations in situations with incomplete or evolving information
- Experience structuring CRE loans, including familiarity with risk mitigation tools (e.g. – reserves, covenants, cash management, other credit enhancements, etc.)
- Must have direct management experience
Job Description
- Underwrite new money transactions from initial analysis through credit approval
- Review borrower financial spreads and perform preliminary credit analysis to support prescreen decisions, including assessment of performance trends, leverage, cash flow sustainability, and key credit risks
- Conduct comprehensive underwriting analysis for new transactions, including cash flow modeling, sensitivity analysis, stress testing, and scenario analysis
- Perform transaction-specific analysis as required, including property-level analysis, guarantor review, and assessment of structural risks
- Coordinate and analyze interest rate and hedging assumptions when applicable and incorporate results into credit exposure analysis
- Prepare loan amortization schedules and repayment profiles aligned with proposed deal structures
Requirements
- Minimum of 5 years of experience in a commercial lending environment in a credit-oriented and underwriting position.
- Formal credit-training is a plus
- Must have exposure to Commercial Real-Estate (CRE)
Taurus Search is working with an established boutique private equity firm to recruit an Associate or Senior Associate for its Business Services investment team in New York.
This opportunity offers involvement in evaluating and executing new investments, working with portfolio companies and developing as a long-term investor. The team is seeking someone who combines strong financial modelling skills and commercial judgement with the interpersonal ability to build relationships with management teams and colleagues.
Sector focus
Relevant experience includes commercial and industrial services, particularly:
- Commercial HVAC and mechanical services.
- Electrical services and commercial roofing.
- Facilities and field services.
- Utility, power, energy and infrastructure services.
- Broader outsourced business services, including blue- and grey-collar businesses.
Candidates with relevant financial services experience will also be considered.
The role
Working alongside senior investment professionals, you will:
- Evaluate investment opportunities through company, sector and financial analysis.
- Build and assess financial models, valuations and investment-return scenarios.
- Support transaction diligence and execution, identifying key risks and commercial drivers.
- Prepare investment materials and communicate clear, well-supported recommendations.
- Contribute to portfolio-company analysis and initiatives to support growth and value creation.
- Develop relationships with management teams, advisers and other transaction participants.
Candidate profile
The team is interested in both existing private equity investors and investment banking professionals with relevant transaction experience.
Successful candidates will demonstrate:
- Strong technical competence, including the ability to build and interrogate financial models.
- Relevant services-sector deal experience and an understanding of the underlying business models.
- Sound investment judgement and the ability to explain the commercial rationale behind an opportunity.
- Strong communication skills, emotional intelligence and the ability to establish rapport.
- A collaborative approach, intellectual curiosity and the ambition to develop into a senior investor.
Our client, a leading global financial institution is looking to hire a Vice President into its Group Treasury function, with a particular focus on liquidity strategy, stress testing and quantitative analytics.
This is a highly visible role sitting at the intersection of Treasury, liquidity risk, funding strategy and the firm's Global Markets and Investment Banking businesses.
The successful candidate will play an important role in shaping and enhancing the firm's global liquidity management framework, helping senior stakeholders understand how changing market conditions, business activity and balance-sheet dynamics impact liquidity requirements, funding strategy and internal resource allocation.
While the position has a significant quantitative and modelling component, it is not purely a model-development role. The individual will be expected to combine technical expertise with commercial judgement, translating complex liquidity analysis into actionable recommendations for Treasury and business leadership.
Key Responsibilities
- Play a leading role in the development, enhancement and ongoing evolution of the firm's global liquidity stress-testing framework, covering Global Markets and Investment Banking products.
- Apply both quantitative modelling and qualitative judgement to assess liquidity behaviour under a range of market and idiosyncratic stress scenarios.
- Help shape the broader liquidity strategy and analytical framework used to support funding decisions, balance-sheet management and internal liquidity allocation.
- Develop and challenge key stress assumptions, behavioural models and scenario methodologies, ensuring they remain appropriate as markets, products and the firm's balance sheet evolve.
- Establish and maintain robust model-performance monitoring, back-testing and periodic review frameworks.
- Conduct detailed liquidity analysis using a combination of large-scale data, product knowledge and business insight, identifying emerging risks, trends and potential areas of balance-sheet optimisation.
- Assess the liquidity implications of new products, transactions and business initiatives, including scenario and sensitivity analysis.
- Support the development and refinement of Funds Transfer Pricing (FTP) methodologies and allocations, helping ensure the economics of liquidity and funding are appropriately reflected across the organisation.
- Partner closely with senior stakeholders across Global Treasury, Regional Liquidity Management, Funds Transfer Pricing, Finance, Global Markets and Investment Banking.
- Translate complex quantitative analysis into clear conclusions and recommendations for both technical and non-technical stakeholders.
- Evaluate the impact of regulatory, policy and methodology changes on the firm's liquidity framework and underlying models.
- Participate in UAT, model implementation and change-management initiatives associated with new liquidity methodologies, data infrastructure and Treasury capabilities.
- Contribute more broadly to the continued enhancement of the firm's liquidity governance, controls and analytical infrastructure.
Candidate Profile
The successful candidate is likely to bring a strong combination of liquidity expertise, quantitative capability and commercial understanding of banking products.
Relevant experience should include:
- Relevant experience within bank liquidity management, liquidity modelling, Treasury analytics or a closely related discipline.
- Strong understanding of liquidity risk, stress testing and liquidity management frameworks within a major financial institution.
- Experience developing, reviewing or challenging liquidity models, stress assumptions and scenario methodologies.
- Good understanding of Global Markets and/or Investment Banking products and how different products and transactions impact liquidity, funding requirements and regulatory reporting.
- Knowledge of recognized liquidity-management practices and regulatory expectations.
- Strong quantitative, numerical and analytical capabilities, with the ability to work effectively with large and complex datasets.
- Strong understanding of controls, governance and model risk disciplines.
- Ability to move beyond the numbers and understand the commercial and balance-sheet implications of analytical findings.
- Confidence engaging with and influencing stakeholders across different functions and levels of seniority.
- Strong communication skills, including the ability to explain complex modelling and liquidity concepts clearly to senior decision-makers
What Makes the Role Attractive
This position provides an opportunity to operate well beyond traditional liquidity reporting.
The successful candidate will have exposure to firmwide funding strategy, balance-sheet management, liquidity risk, Funds Transfer Pricing and front-office businesses, while helping influence the methodologies and analytics that underpin senior Treasury decision-making.
It should particularly appeal to someone who has developed a strong technical foundation in liquidity modelling or Treasury analytics and is now looking for a role offering broader strategic exposure, greater interaction with the business and increased influence over how liquidity risk is managed across a global financial institution.
Job Description
- Establish the holding company level risk governance according to CFTC/NFA and FINRA Regulations
- Monitor compliance under the Volcker Rule
- Conduct reviews and analysis of the firms Risk Tolerance, Appetite and Limits Framework
Professional Experience
- 5+ years of experience working in risk governance, tolerance, appetite or limits team within an investment bank or broker-dealer
- Strong knowledge of derivatives, particularly with FX and interest rate products
- Knowledge of Dodd-Frank, the Volcker Rule and Swap Dealer regulatory requirements
- Professional experience working with VBA
Responsibilities
- Underwriting accounts according to applicable regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or prospects, and performs analysis to recommend credit grades and appropriate loan structuring. Ensures all involved parties are updated on underwriting progress and outcome.
- Sources, compiles, and interprets financial data to support structuring and approval of loans. Reviews industry information and comparisons, key risks and mitigants, and collateral to form a general business overview of the borrower.
- Identifies risks through reviews, analysis, and research of new and existing middle market loans.
- Present and support credit analysis findings to peers, management, and risk committees.
Qualifications
- Bachelors Business, Finance, Economics
- Completion of a formal credit training program preferred
- Must have exposure to Middle-Market Names - specifically Corporates, Manufacturing, PE & Professional Services
- Cash flow analysis
- Commercial Leasing and Lending including operating leases and term loans
- Experience with financial analysis modeling
A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its Philadelphia practice.
You do not need to currently be a Partner to be considered.
The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly into Partner, alongside existing Partners who may be interested in joining a growing national platform.
This is an opportunity for someone who has built a strong career advising high-net-worth individuals, families, entrepreneurs and privately held business owners and is ready for greater ownership, visibility and influence.
You’ll join an established national firm with a growing presence in the New York market and the opportunity to play a meaningful role in developing the Private Client practice.
What we're looking for:
- Current Tax Senior Manager, Director or Partner within public accounting
- Strong HNW / Private Client Services tax experience
- Experience managing senior client relationships
- Comfortable leading and developing teams
- Commercial mindset with an interest in building relationships and growing the practice
- CPA and/or relevant advanced tax qualification preferred
For Senior Managers and Directors: if you're already operating at the next level but keep hearing “maybe next year” when it comes to Partner, this is an opportunity to explore making that move externally - and joining directly at Partner level.
Existing Partners interested in a growing national platform are equally encouraged to apply or reach out directly to me.
All conversations will be completely confidential.
A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its Denver practice.
You do not need to currently be a Partner to be considered.
The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly into Partner, alongside existing Partners who may be interested in joining a growing national platform.
This is an opportunity for someone who has built a strong career advising high-net-worth individuals, families, entrepreneurs and privately held business owners and is ready for greater ownership, visibility and influence.
You’ll join an established national firm with a growing presence in the New York market and the opportunity to play a meaningful role in developing the Private Client practice.
What we're looking for:
- Current Tax Senior Manager, Director or Partner within public accounting
- Strong HNW / Private Client Services tax experience
- Experience managing senior client relationships
- Comfortable leading and developing teams
- Commercial mindset with an interest in building relationships and growing the practice
- CPA and/or relevant advanced tax qualification preferred
For Senior Managers and Directors: if you're already operating at the next level but keep hearing “maybe next year” when it comes to Partner, this is an opportunity to explore making that move externally - and joining directly at Partner level.
Existing Partners interested in a growing national platform are equally encouraged to apply or reach out directly to me.
All conversations will be completely confidential.
Job Description
- Responsible for the structuring, arranging, negotiating and syndicating transactions across portfolios.
- Prepare marketing materials for syndicated / participation transactions
- Directly communicate with clients.
Professional Experience
- 2+ years of DCM, Syndication or Underwriting experience
- Bachelor's Degree in business-related field
- Formal Credit Training experience is a plus
- Must have exposure to live transactions
We are currently working with an established investment platform looking to add a Senior Associate to its New York flagship investment team.
The role offers the opportunity to join a highly collaborative, entrepreneurial investing environment where Senior Associates are expected to operate with real ownership. Rather than sitting narrowly within one part of the transaction process, the successful candidate will work across the full lifecycle of an investment — from initial underwriting and diligence through execution, portfolio oversight and value creation.
The team is actively deploying capital across infrastructure and real assets, creating an attractive opportunity for someone looking to combine institutional-quality investing with the responsibility and visibility that comes from working within a leaner team structure.
What You’ll Be Doing
The Senior Associate will play a central role in evaluating and advancing new investment opportunities, including:
- Assessing new opportunities across infrastructure, energy and broader real assets
- Developing detailed financial models and return analyses to support investment decisions
- Evaluating downside cases, key commercial risks and potential value-creation opportunities
- Leading significant portions of financial, commercial and transaction due diligence
- Developing investment theses and presenting conclusions clearly to senior decision-makers
- Preparing investment committee materials and supporting internal approval processes
- Coordinating with management teams, advisors, lenders, sponsors and other transaction counterparties
- Supporting negotiations, structuring and execution of new investments
- Remaining closely involved with portfolio companies following closing, including performance monitoring and strategic initiatives
We are interested in speaking with candidates with approximately 4–7 years of relevant transaction or investing experience, potentially gained within:
- Infrastructure or real assets investing
- Investment Banking
- Project Finance
- Private Equity
- Energy or power investing
- Other closely related transaction-focused environments
Candidates should bring:
- Advanced financial modeling and investment-analysis capabilities
- Experience assessing transaction structures, returns and key investment risks
- Strong commercial judgment and the ability to form an independent view on an opportunity
- Experience working on complex transactions involving multiple stakeholders
- Excellent written and verbal communication skills
- The confidence to operate effectively with senior investors, management teams and external advisors
- A genuine interest in infrastructure, energy and real assets
- Prior infrastructure, energy or real-assets experience is particularly relevant, although candidates with strong transferable transaction experience will also be considered.
Why This Role Stands Out
This opportunity should appeal to candidates who want greater responsibility earlier in their career and who enjoy being closely involved in investment decisions.
Senior Associates on the team have the opportunity to work directly with senior investors, take ownership of substantial portions of live transactions and develop a broader perspective than would typically be available in a more hierarchical investment platform.
The role also provides exposure to a diversified infrastructure and real-assets mandate, allowing the successful candidate to evaluate businesses and assets across multiple subsectors rather than becoming confined to a single niche.
Who We’re Looking For
We are working with an established middle-market investment firm looking to add an Associate to its investment team.
The strategy is centered on businesses benefiting from the continued transformation of the energy sector, with investments spanning power, renewable energy, energy transition and companies across the supporting industrial and services ecosystem.
The firm is entering an active period of deployment, with meaningful capital available to invest and a strong pipeline of opportunities. For an Associate, this creates the chance to join a small, highly engaged deal team where junior investors receive broad transaction exposure and work closely with senior decision-makers.
The Role
The successful candidate will be involved throughout the investment process, from the initial assessment of an opportunity through execution and subsequent ownership.
- Evaluating new investment opportunities and developing investment theses across the firm's target sectors
- Building and analyzing detailed financial models to assess returns, valuation, capital structure and transaction scenarios
- Participating in commercial, financial and operational due diligence
- Supporting transaction structuring, financing and execution
- Producing investment committee analysis and clearly articulating the key merits and risks of an opportunity
- Researching companies, subsectors and emerging themes across power and the broader energy transition landscape
- Working alongside portfolio company management teams and senior investors following an acquisition
- Supporting strategic initiatives, growth opportunities and additional M&A across existing investments
Candidate Profile
We are interested in speaking with candidates who have approximately 1–3 years of experience within:
- Investment Banking
- Private Equity
- Infrastructure / Energy investing
Relevant sector exposure could include power, utilities, renewable energy, energy transition, infrastructure, energy services or adjacent industrial sectors.
Candidates should also demonstrate:
- Strong financial modeling and valuation capabilities
- A solid understanding of transaction analysis and due diligence
- The ability to evaluate businesses from both a financial and commercial perspective
- Experience preparing high-quality analytical materials and presentations
- Strong written and verbal communication skills
- Intellectual curiosity and a genuine interest in investing across the evolving energy landscape
- The ability to perform effectively within a collaborative, entrepreneurial investment team
Why Consider the Opportunity?
This role should particularly appeal to someone who wants greater exposure to the full investment process rather than operating within a narrowly defined execution role.
The combination of a lean team, strong deployment pipeline and available capital should provide Associates with the opportunity to work across multiple investments, develop directly alongside experienced investors and take on increasing responsibility as they progress.
The firm also offers exposure to one of the most active areas of private markets, investing not only in traditional power and renewable assets but also across the businesses, services and supply chains supporting the continued evolution of the energy sector.
We are working with a leading national advisory and accounting firm looking to appoint an Investment Funds Tax Partner in Boston.
This is a senior growth hire for an established tax practice, with the opportunity to play a key role in expanding the firm’s presence across the investment management and funds market.
The Role
- Lead and grow relationships across private equity, venture capital, hedge funds and other investment fund clients
- Advise clients on complex partnership and investment fund tax matters
- Develop new business and expand existing client relationships
- Work closely with senior leadership on the continued growth of the Boston practice
- Build and mentor a high-performing tax team
The Profile
- Current Partner, Principal or senior-level tax leader within a CPA or professional services firm
- Strong Investment Funds / Asset Management tax experience
- Established relationships within the Boston or wider Northeast market
- Proven business development and client leadership experience
- Strong technical background in partnership taxation
My client is looking to hire an experienced senior salesperson to join their global bespoke, industry-leading, risk and insurance company.
This exciting position with the Private Capital team will allow you to work closely with global clients to identify the key risks in every M&A transaction, enabling them to structure effective risk solutions.
As much of this job will involve interacting with Investment Banking, and Private Equity clientele, experience in or knowledge of those businesses will be a benefit.
Applicants should be personable, outgoing, and professional. The role will involve a significant amount of telephone and in-person interaction with sophisticated business professionals.
Qualifications:
- At least 5 years of new logo sales, preferably into PE.
- Can work in a fast-paced, dynamic yet strategic and consultative environment handling complex solutions.
Taurus Search is working with a successful global bank that expanded into Private Equity investments in the past decade. This is a fantastic opportunity to work on a lean, boutique team in an organization with large backing. The candidate will be the third hire onto a team managing accountging for $3B in PE and Private Credit Funds and reprot directly into the Head of Accounting.
Responsibilities include:
- Coordinating external audits
- Prepare quarterly NAVs
- Support the external service providers such as audit teams and fund admins
- Prepare financial statements
- Work with fund admins on capital calls and distributions
- Track portfolio investments, and maintain private credit interest schedules
- Reconcile interest income and principal payments for private credit funds
- Perform treasury functions
- Assist in the review of new fund creation and closing of investment transactions
- Assist with investor questions and various IR tasks as needed
- Ad hoc projects
Requirements:
- 2-3 years in public audit, fund administration, or private accounting with expereince in alternative asset management
- CPA preferred
- Private Equity experience preferred
About the Role
The Director, Broker Dealer Accounting within the Finance function, will manage a team and be responsible for owning net capital, customer reserve, and U.S. GAAP financial reporting for the broker-dealer.
Responsibilities
- Own and review the firm’s net capital computation (Rule 15c3-1) and manage the firm’s current Rule 15c3-3(k) exemption determinations and monthly FOCUS Report filings; the full reserve and possession-or-control computations under Rule 15c3-3 are not applicable under the firm’s current introducing-broker model and would only become applicable if and when the firm transitions to self-clearing.
- Prepare and review U.S. GAAP financial statements and supporting schedules (Statement of Financial Condition, Operations, Changes in Member’s Equity, Cash Flows) for the annual X-17A-5 filing.
- Manage the relationship with external auditors and coordinate the annual audit, exemption report, and related compliance review processes.
- Partner with Compliance and Operations to remediate and prevent exemption exceptions and to strengthen the control environment ahead of the planned transition to self-clearing.
- Lead technical accounting analysis for new products and business lines, including structured products, repo/reverse repo, and expanded international securities activity.
- Support the CFO on the firm’s clearing-broker transition project, including net capital modeling, build-out of the customer reserve formula, and broader regulatory readiness work.
- Manage and develop a team of 1 Associate Director and 2 Analysts, including coordination of the Brazil-based outsourced resources, ensuring quality and timeliness across all deliverables.
- Drive automation and process efficiency using Excel, PowerPoint, and AI-enabled tools to reduce manual work in reporting, reconciliations, and month-end close.
- Serve as a key point of contact with head office in Brazil on accounting policy, reporting, and consolidation matters.
- Support regulatory examinations and inquiries (SEC, FINRA, CFTC/NFA) and internal audit requests as needed.
Qualifications
- MUST speak Portuguese or Spanish
- Bachelor’s degree in Accounting, Finance, or a related field.
- Expertise in U.S. broker-dealer accounting and net capital / customer reserve computations under SEC Rules 15c3-1 and 15c3-3.
- Substantial, progressive experience in broker-dealer finance and regulatory reporting (introducing or clearing broker-dealer environment, Big 4/audit practice serving broker-dealers, or a regulator such as FINRA/SEC).
- Strong Excel and PowerPoint skills, and comfort adopting AI-enabled tools to automate manual processes and improve efficiency.
- Demonstrated people-management experience, including managing distributed or outsourced team members.
Preferred Skills
- CPA is a plus but not required.
- Series 27 (Financial and Operations Principal) is a plus; if not currently held, certification will be required within the first year of employment.
About the job
Our client, an industry-leading global investor with teams across major cities in North America, Europe, and Asia-Pacific whose Infrastructure arm is a pioneer and global leader in infrastructure direct investing with over 25 years of experience originating, structuring, and actively managing infrastructure investments.
With 100+ investment professionals across global offices, their infrastructure division had c$45 billion in AUM invested in a diversified global portfolio of utilities, renewable power, nuclear power, telecommunications, toll roads, ports, airports, and other essential services.
We are currently seeking a high-performing Senior Associate to join their investment team in New York. This is an opportunity to join a collaborative team and support all aspects of the investment process, including origination, execution, and value creation / asset management.
You Will Be Responsible For
- Supporting research into prospective industries to develop industry theses and assisting in generating investment ideas across our focus sectors
- Building and critically reviewing financial models; assessing the integrity of the model and the financial returns of potential investment opportunities
- Supporting commercial, technical, regulatory, and other critical due diligence workstreams, driving towards clear outcomes – including assessment of the investment thesis and key risks – in partnership with external experts and advisers
- Synthesizing key findings from research, financial analysis, and meetings with management teams and diligence advisors into investment presentations and presenting these findings to investment committees
- Contributing to the strategic, financial, and operational success of portfolio companies, including supporting strategy development, debt financings, follow-on acquisitions, and divestiture analysis, among other value creation activities
- Developing an ability to think strategically and holistically in order to understand complex situations and develop strategies to achieve the desired outcomes
Required Skills
- At least 4-5 years of experience in investment banking or direct investing in the infrastructure sector, including Energy, Transportation, and/or Digital
- Strong research, financial modelling, and valuation capabilities
- Excellent interpersonal skills and a strong commitment to being a team player
- Strong commercial, analytical, and problem-solving skills
- Self-motivated with a strong work ethic; able to multitask effectively and work independently
Tax Senior Manager– Private Client Services | Dallas–Fort Worth
I’m working with a growing professional services firm in the Dallas–Fort Worth market that is looking to hire a Tax Senior Manager to lead and provide federal tax compliance and planning services to high-net-worth individuals and privately held businesses.
In this role, you’ll also play a key part in developing new business, strengthening client relationships and supporting the growth and development of your team.
If you’re an experienced Tax Manager or Senior Tax Manager in the DFW market and open to exploring a new opportunity, send me a message for a confidential conversation.
#TaxPartner #PrivateClientServices #DFWJobs #DallasJobs #TaxCareers #CPA
Focus:
• Oversight and collaboration of capital ratios and capital adequacy, capital management strategies and plans for relevant entities in the Americas region.
• Execute ongoing review and challenge of capital ratios, risk-weighted assets (RWA), leverage assets, and buffers.
• Assess compliance with capital regulatory requirements.
• Review and challenge CCAR / capital stress testing methodologies and results
• Review calibration of internal capital limits and targets.
• Prepare and present analyses and reports to senior management, regional boards, and global risk committees, as required.
• Ensure timely escalation of capital management issues and limit breaches to appropriate stakeholders.
• Promote continuous enhancement of the risk framework and planning
• Support engagement with regional regulators on capital risk matters related to the risk function
Requirements:
• Understanding of U.S. regulatory capital requirements.
• Background in financial markets and products required; understanding of products’ impacts on baseline and stress capital ratios necessary.
• Familiarity with banks’ capital framework, CCAR / stress testing, RWA methodologies (credit, market, operational), and leverage ratio construct.
• Previous engagement with U.S. regulators is a plus.
• Familiarity with Contingency Capital Plan requirements
• Experience in setting or assessing adequacy of internal capital limits and targets.
A leading U.S. G-SIB is looking to hire a Vice President within its Liquidity Strategy & Risk team in New York. This is a highly visible role focused on the strategic assessment of the firm’s liquidity and funding profile, providing independent analysis and challenge around balance-sheet positioning, funding strategy, liquidity stress testing, and risk appetite.
The VP will work closely with senior stakeholders across Treasury, Finance, Risk, and the businesses, helping assess how changes in the balance sheet, funding markets, business activity, and the regulatory environment impact the firm’s liquidity position and strategic funding decisions.
This role offers significantly broader exposure than a traditional liquidity-monitoring position. The successful candidate will operate at the intersection of liquidity risk, Treasury strategy, and balance-sheet management, helping senior leadership understand the firm's evolving liquidity profile and make informed funding and capital-allocation decisions.
The position should appeal to someone who combines a strong technical understanding of liquidity with a more commercial, strategic, and forward-looking mindset.
Key Responsibilities
- Assess the firm’s liquidity and funding strategy, identifying emerging risks, vulnerabilities, and opportunities to strengthen balance-sheet resilience.
- Analyze liquidity positions, funding concentrations, liquidity headroom, and key balance-sheet drivers across normal and stressed environments.
- Provide strategic challenge to Treasury around funding plans, liquidity positioning, asset-liability management, and contingency funding strategies.
- Review and challenge Internal Liquidity Stress Testing (ILST) methodologies, assumptions, scenarios, and results.
- Evaluate the impact of business growth, market conditions, secured and unsecured funding activity, and balance-sheet changes on liquidity risk.
- Support the development of liquidity risk appetite, limits, forecasting, and scenario analysis.
- Produce clear, forward-looking analysis for senior management and governance committees, translating complex liquidity issues into actionable strategic insights.
- Partner across Treasury, Finance, Risk, and front-office businesses on strategic liquidity and balance-sheet initiatives.
- Support regulatory examinations and senior-level discussions relating to liquidity, funding, and stress testing.
Candidate Profile
The successful candidate will ideally bring:
- Experience in liquidity strategy, liquidity risk, Treasury, funding, balance-sheet management, or broader financial risk management within a large financial institution.
- Strong understanding of bank funding and liquidity dynamics, including the interaction between balance-sheet strategy, liquidity buffers, funding markets, and stress testing.
- Experience with liquidity stress testing, risk appetite, liquidity limits, or strategic funding analysis.
- Strong analytical capabilities and the ability to identify the key commercial and risk implications within complex datasets.
- Ability to provide credible challenge and communicate effectively with senior stakeholders across Treasury, Risk, Finance, and the businesses.
- Strong written and presentation skills, particularly around senior management and governance materials.
Relevant Experience
Exposure to any of the following would be highly valued:
- Secured funding, prime brokerage, securities financing, or trading-book liquidity
- LCR, NSFR, Regulation YY, FR 2052a/6G, and ILST
- Contingency funding planning and liquidity stress scenarios
- Balance-sheet optimization and funding strategy
- Liquidity forecasting and scenario analysis
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.
A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its Midlands, Texas office.
You do not need to currently be a Partner to be considered.
The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly into Partner, alongside existing Partners who may be interested in joining a growing national platform.
This is an opportunity for someone who has built a strong career advising high-net-worth individuals, families, entrepreneurs and privately held business owners and is ready for greater ownership, visibility and influence.
You’ll join an established national firm with a growing presence in the New York market and the opportunity to play a meaningful role in developing the Private Client practice.
What we're looking for:
- Current Tax Senior Manager, Director or Partner within public accounting
- Strong HNW / Private Client Services tax experience
- Experience managing senior client relationships
- Comfortable leading and developing teams
- Commercial mindset with an interest in building relationships and growing the practice
- CPA and/or relevant advanced tax qualification preferred
For Senior Managers and Directors: if you're already operating at the next level but keep hearing “maybe next year” when it comes to Partner, this is an opportunity to explore making that move externally - and joining directly at Partner level.
Existing Partners interested in a growing national platform are equally encouraged to apply or reach out directly to me.
All conversations will be completely confidential.
Tax Partner – PCS / Private Client Services
Level: Partner
Practice: Private Client Services (PCS) / Tax
A leading national CPA and advisory firm is looking to add an experienced Tax Partner to its growing Private Client Services practice.
This is a senior leadership opportunity for an established tax professional with strong experience advising high-net-worth individuals, families, business owners and privately held companies on complex tax matters.
The Role
- Lead and grow a portfolio of high-value private client relationships
- Advise HNW and UHNW individuals, families and business owners on complex tax planning and compliance
- Provide strategic guidance across individual, trust, estate, gift and closely held business tax matters
- Develop new business and expand existing client relationships
- Work closely with Partners across Tax, Advisory and other service lines
- Mentor and develop senior members of the tax team
- Play a key role in the continued growth and strategic direction of the PCS practice
The Ideal Candidate
- CPA, JD and/or relevant advanced tax qualification
- Significant experience within a CPA, accounting or professional services firm
- Strong Private Client / HNW tax expertise
- Existing experience at Partner, Principal or senior leadership level, or a clear track record toward Partner
- Strong client relationship and business development capabilities
- Commercial mindset with an interest in building and growing a practice
#taxpartner #cpa #leadership
About the Role
The Chief Financial Officer will serve as the Bank’s senior finance executive, responsible for all aspects of financial management, reporting, and control.
The CFO will be a key executive officer of the Bank, responsible for maintaining relationship with the regulators (OCC/FRB), financial and managerial reporting, regulatory filings, monitoring policy/regulatory limits (liquidity, capital, NII/EVE, etc.), board-level financial communication, tax, audit, and internal controls.
Responsibilities
Financial Reporting & Regulatory Filings
- Own all financial statement preparation under U.S. GAAP, including monthly, quarterly, and annual reporting packages
- Lead the preparation and filing of regulatory reports: Call Reports, FR Y-9, and other OCC/FDIC/Federal Reserve filings
- Manage the external audit relationship and coordinate annual audit and regulatory exam preparation
- Ensure timely, accurate, and regulator-ready financial information at all times
Budgeting, Forecasting & Variance Analysis
- Own the annual budget process and rolling forecasts; present plan-vs-actual variance analysis with clear driver attribution (volume, margin, mix, cost) to the CEO and Board
- Develop and maintain the Bank’s financial model, including scenario analysis for capital planning and stress testing
- Track and report on strategic plan execution; quantify risks and gaps against plan targets
Capital & Regulatory Interface
- Compute and monitor all regulatory capital ratios (Tier 1 Leverage, CET1, Total Capital to RWA); ensure compliance with OCC minimums and Board-approved internal targets
- Serve as a primary point of contact for OCC examiners on financial condition, capital adequacy, and accounting matters
- Coordinate with Treasury/ALM on liquidity and capital-related impacts of balance sheet decisions; provide independent financial perspective to the CEO and Board
Tax & Accounting Policy
- Oversee federal and state income tax planning, compliance, and reporting
- Coordinate with Credit Risk team on CECL (current expected credit loss) methodology, assumptions, and allowance adequacy
- Evaluate and implement accounting policy changes; ensure compliance with evolving GAAP and regulatory guidance
Board & Committee Reporting
- Prepare and present monthly financial packages for the Board of Directors, Audit Committee, and Risk Committee
- Produce materials suitable for investor, rating agency, and regulatory audiences as needed
- Ensure all financial communication meets the standard of external scrutiny: neutral, factual, and precise
Internal Controls & Operations
- Maintain and strengthen the Bank’s internal control environment over financial reporting
- Oversee accounts payable, general ledger, fixed assets, and financial operations
- Manage finance team staffing, development, and workflow as the Bank scales
- Head office integration and managerial reporting
- Lead the integration with head office on all aspects of Finance (accounting, managerial, capital, etc.)
Qualifications
- 10+ years of progressive finance experience in U.S. banking, with at least 5 years in a CFO, Deputy CFO, or Controller role at an OCC-regulated national bank
- Direct experience with OCC regulatory examinations and regulatory financial filings (Call Reports, capital calculations)
- Deep knowledge of U.S. GAAP as applied to banking, including CECL, investment accounting, and loan accounting
- Experience preparing financial materials for a Board of Directors and/or Board committees
- Demonstrated ability to manage external audits and coordinate with regulatory examiners
- CPA preferred
A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its Boston practice.
You do not need to currently be a Partner to be considered.
The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly into Partner, alongside existing Partners who may be interested in joining a growing national platform.
This is an opportunity for someone who has built a strong career advising high-net-worth individuals, families, entrepreneurs and privately held business owners and is ready for greater ownership, visibility and influence.
You’ll join an established national firm with a growing presence in the New York market and the opportunity to play a meaningful role in developing the Private Client practice.
What we're looking for:
- Current Tax Senior Manager, Director or Partner within public accounting
- Strong HNW / Private Client Services tax experience
- Experience managing senior client relationships
- Comfortable leading and developing teams
- Commercial mindset with an interest in building relationships and growing the practice
- CPA and/or relevant advanced tax qualification preferred
For Senior Managers and Directors: if you're already operating at the next level but keep hearing “maybe next year” when it comes to Partner, this is an opportunity to explore making that move externally - and joining directly at Partner level.
Existing Partners interested in a growing national platform are equally encouraged to apply or reach out directly to me.
All conversations will be completely confidential.
A fast-growing national CPA and advisory firm is looking to appoint a HNW Tax Partner as it continues to expand its Private Client Services practice.
Importantly, you do not need to already be a Partner.
The firm is actively interested in accomplished Tax Senior Managers and Tax Directors who are ready to make the move directly into a Partner position, as well as existing Partners looking for a new platform.
This is an opportunity for an experienced Private Client tax professional who has built strong relationships with high-net-worth individuals, families, founders, entrepreneurs and business owners and is ready for greater ownership of their career and client relationships.
The firm has an established national Private Client practice and is continuing to invest in its presence and leadership across key markets.
What we're looking for:
- Current Tax Senior Manager, Tax Director or Partner within public accounting
- Strong HNW / Private Client tax experience
- Experience managing significant client relationships
- Ability to lead, mentor and develop teams
- Commercial mindset and an interest in growing client relationships
- CPA and/or relevant advanced tax qualification preferred
This is a Partner position - not simply a Partner-track Director role.
For Senior Managers and Directors who feel they are ready for Partner but don't see a clear opening at their current firm, this is an opportunity to explore making that move externally and joining directly at Partner level.
Existing Partners interested in joining a growing national platform are equally encouraged to apply.
All conversations are completely confidential.
A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its New York Metro practice.
You do not need to currently be a Partner to be considered.
The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly into Partner, alongside existing Partners who may be interested in joining a growing national platform.
This is an opportunity for someone who has built a strong career advising high-net-worth individuals, families, entrepreneurs and privately held business owners and is ready for greater ownership, visibility and influence.
You’ll join an established national firm with a growing presence in the New York market and the opportunity to play a meaningful role in developing the Private Client practice.
What we're looking for:
- Current Tax Senior Manager, Director or Partner within public accounting
- Strong HNW / Private Client Services tax experience
- Experience managing senior client relationships
- Comfortable leading and developing teams
- Commercial mindset with an interest in building relationships and growing the practice
- CPA and/or relevant advanced tax qualification preferred
For Senior Managers and Directors: if you're already operating at the next level but keep hearing “maybe next year” when it comes to Partner, this is an opportunity to explore making that move externally - and joining directly at Partner level.
Existing Partners interested in a growing national platform are equally encouraged to apply or reach out directly to me.
All conversations will be completely confidential.
A growing national CPA and advisory firm is looking to add a Private Client Tax Partner to its Dallas office.
You do not need to currently be a Partner to be considered.
The firm is specifically open to accomplished Tax Senior Managers and Tax Directors who are ready to make the step directly into Partner, alongside existing Partners who may be interested in joining a growing national platform.
This is an opportunity for someone who has built a strong career advising high-net-worth individuals, families, entrepreneurs and privately held business owners and is ready for greater ownership, visibility and influence.
You’ll join an established national firm with a growing presence in the New York market and the opportunity to play a meaningful role in developing the Private Client practice.
What we're looking for:
- Current Tax Senior Manager, Director or Partner within public accounting
- Strong HNW / Private Client Services tax experience
- Experience managing senior client relationships
- Comfortable leading and developing teams
- Commercial mindset with an interest in building relationships and growing the practice
- CPA and/or relevant advanced tax qualification preferred
For Senior Managers and Directors: if you're already operating at the next level but keep hearing “maybe next year” when it comes to Partner, this is an opportunity to explore making that move externally - and joining directly at Partner level.
Existing Partners interested in a growing national platform are equally encouraged to apply or reach out directly to me.
All conversations will be completely confidential.
Tax Partner - Commercial / Business Tax | Dallas–Fort Worth
I’m working with a growing professional services firm in the Dallas–Fort Worth market that is looking to hire a Tax Partner
The role is focused on federal tax compliance, planning and advisory work for middle-market and private equity-backed businesses, with plenty of opportunity for client exposure, leadership and progression.
If you’re a Senior Tax Manager or above in the DFW market and open to hearing about a direct Partnership opportunity please reach out for a confidential conversation.
#TaxPartner #DallasJobs #FortWorthJobs #TaxCareers #CPA #PublicAccounting
Tax Partner – Private Client Services | Dallas–Fort Worth
I’m working with a growing professional services firm in the Dallas–Fort Worth market that is looking to hire a Tax Partner to lead and provide federal tax compliance and planning services to high-net-worth individuals and privately held businesses.
In this role, you’ll also play a key part in developing new business, strengthening client relationships and supporting the growth and development of future leaders within the team.
If you’re an experienced Tax Partner or senior tax professional in the DFW market and open to exploring a new opportunity, send me a message for a confidential conversation.
#TaxPartner #PrivateClientServices #DFWJobs #DallasJobs #TaxCareers #CPA
Senior Account Executive – Insurance Sector
Location: New York, NY (other US locations considered) | Full-time
About the Role
A leading provider of subscription-based news, data, and market intelligence to the global insurance and reinsurance industry is hiring a Senior Account Executive to lead new business sales into large insurance brokerage and carrier organizations. This is a net-new coverage area for the business — you'll be building relationships and closing enterprise subscription deals with some of the largest names in commercial insurance and reinsurance broking and underwriting.
What You'll Do
- Own new business development into large insurance brokers and carriers, building a pipeline from prospecting through close
- Sell enterprise-level subscription products (multi-user licenses) to senior decision-makers — heads of strategy, corporate development, M&A, and executive leadership
- Partner with an established editorial and intelligence team to translate market-moving content into a compelling sales narrative
- Represent the business at industry conferences and events across the US insurance market, with a New York-based book to start
What We're Looking For
- 5+ years of B2B sales experience selling data, research, market intelligence, or subscription content — ideally with insurance carriers or brokers as your buyer
- A demonstrated "hunter" track record: net-new logo generation, not just account management
- Comfort selling into senior, sophisticated buyers at large enterprise accounts
- Existing familiarity with the insurance/reinsurance ecosystem is a strong plus, though not required if you've sold comparable intelligence products into another regulated, relationship-driven industry
Compensation: Competitive base + bonus, commensurate with experience