Find Your Next Opportunity
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 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.
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.
TOP 50 Firm looking to hire a Tax Partner - Real Estate
$300k - $750k
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.
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.
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.
Top 50 CPA firm is seeking a Private Equity/Hedge Funds Partner.
$350-$850
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
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
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.
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
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
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
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.
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!
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.*
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.*
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.
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
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.
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!
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.
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!
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
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
- Travel opportunities (not a requirement - an option)
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 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
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!
About the Role
The Manager, Regulatory Reporting Change Management is responsible for the design and implementation of both tactical and strategic initiatives that improve the quality of regulatory reporting. The individual is responsible to review, analyze and prioritize resolution of issues and monitor their resolution through system project build, testing, and implementation.
Responsibilities
- Design and implement regulatory reporting systems.
- Understand data at its source and the corresponding general ledger and data warehouse relationships.
- Prepare business requirements and functional specifications to support Finance regulatory reporting system change initiatives.
- Ensure they are reasonably sufficient and adequate in content, structure, and logic to provide application developers the necessary technical information to design, build and configure Axiom.
- Manage all phases of testing, and underlying reconciliation to source data.
- Review system data flows and be able to identify issues and offer solutions.
- Work closely with Data Group Office to identify, and document data quality issues and offer solutions.
Qualifications
- MBA or MS in Finance, Risk or Computer Science
- 7+ years of accounting or change management experience
- US Regulatory Reporting / Change Management experience
- Familiarity with Axiom
- Strong understanding on overall banking business and capital markets products
Are you an entry-level accountant interested in pivoting or continuing a Fund Accounting career? We're working with an emerging firm that specializes in servicing Private Equity clients across the country. They're new office in Syracuse is looking to expand and hire an ambitious Fund Accountant. They have a big focus on building exceptional working relationships, have a flexible hybrid in-office schedule, and you'll be a part of their initial founding group. This could be a great opportunity to join a fast-paced, secure, and extremely welcoming company.
Key Responsibilities
- Prepare and review the full fund accounting cycle, including bookkeeping, financial reporting, and investor communications.
- Prepare and review quarterly and annual financial statements in accordance with GAAP and other relevant accounting standards.
- Maintain and update investor records, support the preparation of capital call and distribution notices, and respond to investor inquiries.
- Assist in coordinating annual audits and liaise with external auditors.
- Support the execution of investment transactions, including capital calls, distributions, and portfolio valuations.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum of 1-3 years of experience in public or private accounting, Fund Accounting knowledge is a huge plus.
- Familiarity with GAAP, financial reporting, and PE/VC fund structures.
- Must be residing or open to relocating to Syracuse, NY
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.
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
- Travel opportunities (not a requirement - an option)
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 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
Credit is the hottest market in NYC right now - and Taurus has been contracted to help hire a VP level professional to join a credit fund accounting team! This role will report into the Sr Fund Controller 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 IR, Trade Support, Performance Analysis, and Tech Projects.
Responsibilities Include:
- Reconcile monthly P&L and resolve trade breaks with third party administrators and internal systems
- 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
- Coordinate 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
- 5-10 years in public/fund accounting servicing credit hedge funds
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
Overview
Our client is a high-growth advisory and consulting firm supporting public, pre-IPO, and private companies through complex transactions. Their work spans mergers and acquisitions, FP&A, process improvement, and IPO readiness across a range of industries.
Key Responsibilities
- Prepare and review financial statements and SEC filings in accordance with regulatory requirements
- Build and analyze financial models, forecasts, and transaction-related analyses
- Act as the primary liaison between clients and external auditors throughout engagements
- Advise clients on M&A transactions, IPO readiness, interim management support, and technical accounting matters
- Manage and develop client relationships while contributing to new business development initiatives
Requirements
- Bachelor’s degree in Accounting or related field
- 3–5 years of public accounting experience
- Strong knowledge of US GAAP and SEC reporting
- Proven ability to manage multiple client engagements in a fast-paced environment
Compensation
- Salary range: $90,000 - 140,000
Responsibilities:
- Measure and enhance derivatives (secured and unsecured) financing framework to ensure alignment with liquidity framework
- Assist with review of transfer pricing construct to document and optimize funding flows: repo financing, interest on margin collateral,
- Execute and monitor transfer pricing of current and contingent liquidity requirements for Markets including development of policy, execution and ongoing measurement/evaluation.
- Monitor residual costs remaining in Treasury related to transfer pricing, liquidity premium, and unallocated credit spreads to ensure proper allocation to businesses.
- Monitor associated with Broker Dealer activities, performing relevant analysis and action plan when under/over recovery of costs occurs
- Manage the Working Capital framework across cash, repo and derivative products using transfer pricing systems
- Analyze debt costs, basis costs/risks, contingent liquidity costs and their associated recovery
- Provide analysis and commentary relating to Quarterly Report on FTP
- Analyze and enhance Transfer Pricing framework to ensure adherence with regulatory requirements and appropriateness of any transfer pricing incentives
Qualifications:
- FX and currency experience strongly preferred
- Derivatives experience strongly preferred
- Proven track record of strategic/technology initiatives
- Strong analytical skills and data interpretation skills
- Knowledge of transfer pricing theory including Interest Rate risk, Liquidity modeling, and Broker-dealer funding (repo financing and debt/equity financing)
- Knowledge of liquidity metrics and regulations including LCR, NSFR, Internal Stress Tests, NSFR, TLAC, Global Systemically Important Bank (“GSIB”) surcharge
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!
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
Interested in moving to the United States ?
Work with Fortune 500 companies on interesting Accounting projects - enjoy a healthy work – life balance with incredible earning potential. You will receive a relocation package and be set up for success in the US!
Accelerate Your Career with Fortune 500 / 1000 Companies:
Seeking a fresh industry alternative that offers unique and exciting challenges? This could be the change you've been looking for.
This hugely successful Finance, Accounting & Advisory firm offers a fresh perspective and diverse client engagements. You'll have the chance to work with Fortune 500 and Fortune 1000 clientele, gaining valuable experience integrated within these organizations.
Your role will cover a spectrum of responsibilities, including process improvements, management reporting, acting as a controller/mini-CFO, technical accounting, Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, FP&A, and involvement in critical strategic initiatives.
Work-Life Balance:
Tired of long billable hours? We understand the importance of a healthy work-life balance and our client offers an opportunity to cut right down on those strenuous hours. Unlike the typical demands of the industry and public accounting.
Compensation: - It’s the best!
Interested in Financial freedom? Fancy controlling that yourself and not being restricted by years of experience or salary bands?
Your New Role offers you:
Base Salary
30% plus Annual Bonus
Medical, Dental, Vision Coverage
Generous 401K
Profit Sharing
Tuition Assistance
Ample Vacation and Sick Time
Paid Holidays
Relocation Package and Visa Support
This comprehensive package is designed to recognize and reward your contributions. Our client truly believes in investing in their team, and they commit to your success in so many ways.
You Will Only Be Considered If You Have:
- Bachelor's Degree Required
- At least 3 years of public accounting experience in BIG 4 or TOP 7 firm or a blend of public accounting and working in accounting in Industry.
- Australian national
- Attitude is key – high energy, flexibility, team player and ambition are the beating hearts of this impressive organization.
Apply now or email me at aprylware@taurussearch.com to be considered
#accountant #finance #AccountingFinance
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 complex capital calls and distribution calculations.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
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.
The Head of Capital Management will play a key role within the organization and will lead their team with a mandate actively manage the firm’s capital adequacy and capital management across legal entities and jurisdictions in the Americas region.
The position requires knowledge of bank capital regulatory framework and capital adequacy requirements, as well as CCAR and capital stress testing, and capital planning. Strong leadership and stakeholder management skills are required to be successful in this role.
Role Objectives:
- Build a team of capital management professionals specialized in bank capital, capital management strategies, and stress testing.
- Perform ongoing analysis of capital ratios and capital management strategies and plans for relevant entities
- In depth knowledge of capital ratios (CET1, Tier 1, Total Capital, Leverage), risk-weighted assets (RWA), leverage assets, and buffers.
- Identify enhancement areas in the capital framework and ensure enhancement plans are defined and implemented.
- Prepare and present analyses and reports to senior management, regional boards, and global committees, as required.
- Partner with Risk, Finance, Treasury, and Business leadership to challenge capital actions and ensure prudent balance-sheet management.
- Act as the primary point of contact for regional regulators on capital matters
Qualifications and Skills
- 10+ years capital management, regulatory capital, stress testing, treasury, or balance sheet management experience in the first- or second-line groups of large U.S. banks or FBOs.
- Strong background in financial markets and products required.
- Extensive understanding of balance sheet products and risks, including the products’ impacts on baseline and stress capital ratios.
- Deep knowledge and understanding of U.S. regulatory requirements (e.g., U.S. Regulatory Capital Rule, enhanced standards, CCAR framework and stress capital buffer). Familiarity with Canadian and LATAM regulatory capital regimes a plus.
- Deep knowledge of capital framework, CCAR/DFAST, RWA methodologies (credit, market, operational), and leverage ratio
- Experience in engaging with U.S. regulators is required
- Familiarity with Contingency Capital Plan requirements and capital elements of recovery and resolution planning, including RCAP and RCEN metrics and related frameworks.
- Experience in setting or assessing adequacy of internal capital limits.
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
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.
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.
The Role
You’re the attorney clients call when the IRS is escalating, the numbers are big, and no one can afford a misstep. This is a partner-level seat for a tax controversy lawyer who knows how to strategize, negotiate, and win. Not someone looking for comfort or committee layers. Someone who wants autonomy, authority, and a platform that actually backs them.
What You’ll Handle
• Federal examinations, Appeals, and complex IRS disputes
• Penalty defense, high-risk matters, and client crisis management
• Litigation support, with opportunity to appear before the U.S. Tax Court
• Cross-collaboration with SALT, international tax, and corporate teams
• Growth of the controversy practice with full BD support
What You Bring
• JD and active state bar admission
• Significant experience in IRS controversies at a law firm, Big 4, or government
• Strong track record managing audits, exams, Appeals, and settlements
• Admission to the U.S. Tax Court preferred
• LLM in Taxation a bonus
• Ability to develop business or bring relationships
Why This Platform
• National brand with a growing controversy practice
• Real partnership opportunity and autonomy
• Strong litigation and tax infrastructure
• Competitive comp structure and support to scale your practice
Ideal For
A tax controversy attorney who wants influence, impact, and a litigation-adjacent seat without bureaucratic drag.
Confidential conversations only.
If you’re a Tax Controversy Partner or Counsel ready for a platform that matches your ambition, reach out.
About the Company: My client, a leading Investment Bank is looking for a Technical Accounting Specialist to join the Technical Accounting Group. This team is responsible for ensuring that financial results are prepared in accordance with US GAAP.
About the Role: This individual will be responsible for providing timely and accurate technical accounting advisory services to key stakeholders.
Responsibilities:
- Identifying and communicating the impacts of new US GAAP accounting standards and the bank's accounting policies.
- Monitor and interpret US GAAP standards, SEC interpretations, and SEC rules and regulations and assess their impact on the company.
- Supporting the documentation of technical accounting conclusions as well as the development and maintenance of the company’s accounting policies and operational manuals.
- Review accounting policies, procedures, and internal controls to ensure continuous improvement.
Qualifications:
- Undergraduate degree and/or 7+ years of relevant experience preferred
- Accounting, financial or relevant professional designation preferredA
Required Skills:
- Must have an in-depth knowledge of U.S. GAAP and strong analytical and communication skills who can provide decision support on various topics impacting the banking industry;
- The ideal candidate will be a CPA with 5-7+ years public/private accounting mix with accounting policy or other technical accounting experience;
- U.S. GAAP financial instruments and consolidation assessment experience is desired;
A small but fast-growing, entrepreneurial fund services firm is looking to hire an ambitious Assistant Fund Manager to their PE team. This is a genuine step up for anyone coming from large fund admin firms. Here, you'll have real ownership of work, direct client exposure, and a supportive working environment.
Responsibilities:
- Full ownership of fund accounting across a PE portfolio (capital calls, distributions, waterfall calculations, carried interest, and LP allocations including tax-exempt and blocked investor structures)
- Preparing and reviewing consolidated financial statements and supporting workpapers
- Supporting audits and tax processes end-to-end, acting as a key point of contact for external advisors
- Onboarding new fund structures and transitions
- Supervising junior staff and reviewing their work. Faster promotion pathways for improving team activity and morale
- Direct client communication — you'll be responsive, professional, and trusted
Must Have:
- 4–7 years in fund administration or fund accounting, ideally at a mid-to-large fund admin
- Solid PE exposure, can prepare waterfalls, LPA mechanics, and full NAV calculations
- Leadership capabilities (supervising, mentoring, managing, training, etc.)
Hybrid Schedule - 2-3 days onsite, includes free employee parking lot
**Know someone else who would be a match for this role? Send us a referral, get up to $5,000 upon placement!!**
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.
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
- Travel opportunities (not a requirement - an option)
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 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
Ready to take the next step? Apply now and join a company that truly invests in your future!
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.
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!
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!
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.
Credit is the hottest market in NYC right now - and Taurus has been contracted to help hire a VP level professional to join a credit fund accounting team! This role will report into the Sr Fund Controller 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 IR, Trade Support, Performance Analysis, and Tech Projects.
Responsibilities Include:
- Reconcile monthly P&L and resolve trade breaks with third party administrators and internal systems
- 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
- Coordinate 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
- 5-10 years in public/fund accounting servicing credit hedge funds
- Strong Excel skills
- Product knowledge of securities and derivatives highly preferred
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
- Travel opportunities (not a requirement - an option)
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 3-4 years of experience in public accounting (BIG 4 or Top 10 firm) or a mix of public accounting and industry experience
- CPA or working towards
- Strong leadership skills
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 complex capital calls and distribution calculations.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
Qualifications:
- Professional Experience: strong background in Finance, Treasury, Risk, or Quantitative Model Development
- Preference for candidates with experience in Treasury or Liquidity Risk Management within a global banking institution
- Possess a deep understanding of liquidity regulations, reporting, analytics, and the development of internal liquidity stress testing models, especially in relation to products such as High-Quality Liquid Assets, Customer Deposits, Inter-Office borrowing and lending and Secured Funding
- Exceptional organizational capabilities and strong written and verbal communication abilities
- Solid quantitative skills and technical proficiencies
- Advanced Excel and MS Office abilities required
- An understanding of the US regulatory landscape, with emphasis on Regulation YY and liquidity management
- Familiarity with financial statement analysis of global foreign banks
- The ability to understand and apply advanced mathematical and statistical concepts
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!
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!
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
Overview
Our client is a high-growth advisory and consulting firm supporting public, pre-IPO, and private companies through complex transactions. Their work spans mergers and acquisitions, FP&A, process improvement, and IPO readiness across a range of industries.
Key Responsibilities
- Prepare and review financial statements and SEC filings in accordance with regulatory requirements
- Build and analyze financial models, forecasts, and transaction-related analyses
- Act as the primary liaison between clients and external auditors throughout engagements
- Advise clients on M&A transactions, IPO readiness, interim management support, and technical accounting matters
- Manage and develop client relationships while contributing to new business development initiatives
Requirements
- Bachelor’s degree in Accounting or related field
- 3–5 years of public accounting experience
- Strong knowledge of US GAAP and SEC reporting
- Proven ability to manage multiple client engagements in a fast-paced environment
Compensation
- Salary range: $90,000 - 140,000
Interested in moving to the United States ?
Work with Fortune 500 companies on interesting Accounting projects - enjoy a healthy work – life balance with incredible earning potential. You will receive a relocation package and be set up for success in the US!
Accelerate Your Career with Fortune 500 / 1000 Companies:
Seeking a fresh industry alternative that offers unique and exciting challenges? This could be the change you've been looking for.
This hugely successful Finance, Accounting & Advisory firm offers a fresh perspective and diverse client engagements. You'll have the chance to work with Fortune 500 and Fortune 1000 clientele, gaining valuable experience integrated within these organizations.
Your role will cover a spectrum of responsibilities, including process improvements, management reporting, acting as a controller/mini-CFO, technical accounting, Initial Public Offering (IPO) readiness, mergers and acquisitions, carve-outs, FP&A, and involvement in critical strategic initiatives.
Work-Life Balance:
Tired of long billable hours? We understand the importance of a healthy work-life balance and our client offers an opportunity to cut right down on those strenuous hours. Unlike the typical demands of the industry and public accounting.
Compensation: - It’s the best!
Interested in Financial freedom? Fancy controlling that yourself and not being restricted by years of experience or salary bands?
Your New Role offers you:
Base Salary
30% plus Annual Bonus
Medical, Dental, Vision Coverage
Generous 401K
Profit Sharing
Tuition Assistance
Ample Vacation and Sick Time
Paid Holidays
Relocation Package and Visa Support
This comprehensive package is designed to recognize and reward your contributions. Our client truly believes in investing in their team, and they commit to your success in so many ways.
You Will Only Be Considered If You Have:
- Bachelor's Degree Required
- At least 3 years of public accounting experience in BIG 4 or TOP 7 firm or a blend of public accounting and working in accounting in Industry.
- Australian national
- Attitude is key – high energy, flexibility, team player and ambition are the beating hearts of this impressive organization.
Apply now or email me at aprylware@taurussearch.com to be considered
#accountant #finance #AccountingFinance
Overview
Our client is a high-growth advisory and consulting firm supporting public, pre-IPO, and private companies through complex transactions. Their work spans mergers and acquisitions, FP&A, process improvement, and IPO readiness across a range of industries.
Key Responsibilities
- Prepare and review financial statements and SEC filings in accordance with regulatory requirements
- Build and analyze financial models, forecasts, and transaction-related analyses
- Act as the primary liaison between clients and external auditors throughout engagements
- Advise clients on M&A transactions, IPO readiness, interim management support, and technical accounting matters
- Manage and develop client relationships while contributing to new business development initiatives
Requirements
- Bachelor’s degree in Accounting or related field
- 5–7 years of public accounting experience
- Strong knowledge of US GAAP and SEC reporting
- Proven ability to manage multiple client engagements in a fast-paced environment
Compensation
- Salary range: $130,000 – $165,000
Qualifications
- Minimum eight years of recent experience working within a liquidity management and/or risk management function preferably in Financial services industry
- Minimum of bachelors degree from an accredited college/university; prefer Masters degree in the fields of study business administration / management, Economics, Finance, Mathematics, Statistics
- Knowledge of liquidity management, including intraday liquidity management, cash management, cash flow forecasting and funding planning; and knowledge of liquidity requirements under Reg YY, OCC bulletins and Federal Reserve SR letters
- Strong leadership and communication skills, technical knowledge and the ability to write at a publication quality level in order to communicate findings and recommendations to the clients and senior management team and proficiency in executing project management
- Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Responsibilities
- Develop frameworks and methodologies to facilitate asset and liability management, funding and liquidity planning and internal limit stress testing and capital management
- Provide gap assessments as well as design and implementation of processes to facilitate asset liability management, funding and liquidity planning and stress testing and capital management
- Plan and execute enhancements focusing on Liquidity Risk, Liquidity Regulatory Reporting, Internal Liquidity Stress Testing, Funds Transfer Pricing (FTP) and Resolution and Recovery Planning
- Requires close collaboration with various teams including business units and risk management
The VP will combine strong market risk expertise—including Value at Risk (VaR), stress testing, and interest rate sensitivities—with advanced Python programming to modernize and automate market risk analytics, models, and reporting processes. The role will focus on improving model performance, streamlining data workflows, and transforming manual processes into scalable, well-controlled automated solutions supporting both regulatory and internal risk management.
This position also supports regulatory stress testing initiatives, including CCAR and Global Market Shock (GMS), contributing to scenario design, risk factor mapping, analysis, and regulatory reporting. The VP will ensure tools and models meet model risk management standards through robust documentation, testing frameworks, and performance monitoring.
Key Responsibilities
- Develop and enhance market risk analytical tools, models, and data processes supporting CUSO regulatory and internal reporting.
- Use Python to modernize risk models, automate workflows, and improve scalability, efficiency, and controls.
- Support CCAR and Global Market Shock (GMS) stress testing, including scenario design, risk factor mapping, analysis, and reporting.
- Convert manual or tactical processes into automated, scalable solutions aligned with model risk and operational governance standards.
- Maintain clear model and process documentation to meet governance, audit, and regulatory expectations.
- Partner with Market Risk, IT, Front Office, Data Governance, and global teams to strengthen data pipelines and risk analytics capabilities.
- Conduct testing, UAT, and performance reviews to ensure reliability and accuracy of risk models and reporting outputs.
Qualifications
- Bachelor’s degree in Finance, Economics, Mathematics, Business, or a related field
- 5+ years of experience in Market Risk or Risk Analytics
- Strong understanding of Value-at-Risk (VaR), stress testing, and backtesting methodologies
- Advanced Python programming and experience building analytical tools or models
- Experience with CCAR and/or Global Market Shock (GMS) frameworks preferred
- Strong analytical, documentation, and cross-functional collaboration skills
Overview
Our client is a high-growth advisory and consulting firm supporting public, pre-IPO, and private companies through complex transactions. Their work spans mergers and acquisitions, FP&A, process improvement, and IPO readiness across a range of industries.
Key Responsibilities
- Prepare and review financial statements and SEC filings in accordance with regulatory requirements
- Build and analyze financial models, forecasts, and transaction-related analyses
- Act as the primary liaison between clients and external auditors throughout engagements
- Advise clients on M&A transactions, IPO readiness, interim management support, and technical accounting matters
- Manage and develop client relationships while contributing to new business development initiatives
Requirements
- Bachelor’s degree in Accounting or related field
- 3–5 years of public accounting experience
- Strong knowledge of US GAAP and SEC reporting
- Proven ability to manage multiple client engagements in a fast-paced environment
Compensation
- Salary range: $90,000 - 140,000
Overview
Our client is a high-growth advisory and consulting firm supporting public, pre-IPO, and private companies through complex transactions. Their work spans mergers and acquisitions, FP&A, process improvement, and IPO readiness across a range of industries.
Key Responsibilities
- Prepare and review financial statements and SEC filings in accordance with regulatory requirements
- Build and analyze financial models, forecasts, and transaction-related analyses
- Act as the primary liaison between clients and external auditors throughout engagements
- Advise clients on M&A transactions, IPO readiness, interim management support, and technical accounting matters
- Manage and develop client relationships while contributing to new business development initiatives
Requirements
- Bachelor’s degree in Accounting or related field
- 5–7 years of public accounting experience
- Strong knowledge of US GAAP and SEC reporting
- Proven ability to manage multiple client engagements in a fast-paced environment
Compensation
- Salary range: $130,000 – $175,000
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!
Overview
Our client is a high-growth advisory and consulting firm supporting public, pre-IPO, and private companies through complex transactions. Their work spans mergers and acquisitions, FP&A, process improvement, and IPO readiness across a range of industries.
Key Responsibilities
- Prepare and review financial statements and SEC filings in accordance with regulatory requirements
- Build and analyze financial models, forecasts, and transaction-related analyses
- Act as the primary liaison between clients and external auditors throughout engagements
- Advise clients on M&A transactions, IPO readiness, interim management support, and technical accounting matters
- Manage and develop client relationships while contributing to new business development initiatives
Requirements
- Bachelor’s degree in Accounting or related field
- 3–5 years of public accounting experience
- Strong knowledge of US GAAP and SEC reporting
- Proven ability to manage multiple client engagements in a fast-paced environment
Compensation
- Salary range: $100,000 - 155,000
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.*
A small but fast-growing, entrepreneurial fund services firm is looking to hire an ambitious Assistant Fund Manager to their PE team. This is a genuine step up for anyone coming from large fund admin firms. Here, you'll have real ownership of work, direct client exposure, and a supportive working environment.
Responsibilities:
- Full ownership of fund accounting across a PE portfolio (capital calls, distributions, waterfall calculations, carried interest, and LP allocations including tax-exempt and blocked investor structures)
- Preparing and reviewing consolidated financial statements and supporting workpapers
- Supporting audits and tax processes end-to-end, acting as a key point of contact for external advisors
- Onboarding new fund structures and transitions
- Supervising junior staff and reviewing their work. Faster promotion pathways for improving team activity and morale
- Direct client communication — you'll be responsive, professional, and trusted
Must Have:
- 4–7 years in fund administration or fund accounting, ideally at a mid-to-large fund admin
- Solid PE exposure, can prepare waterfalls, LPA mechanics, and full NAV calculations
- Leadership capabilities (supervising, mentoring, managing, training, etc.)
Hybrid Schedule in STAMFORD, CT - 2-3 days onsite, includes free employee parking lot.
**Know someone else who would be a match for this role? Send us a referral, get up to $5,000 upon placement!!**
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
About the Role
Provide regulatory reporting advice, issuing policy interpretation and guidelines on technical regulatory capital issues involving our New York Branch, Bank Holding Company, broker-dealer and other affiliates.
Responsibilities
- Assess the regulatory capital impact of proposed new products and complex business transactions.
- Assist with the Development and maintenance of Regulatory Capital Policies by drafting, analyzing and presenting key rules and interpretations.
- Draft new policies related to the upcoming Basel III Endgame.
- Assist in interacting with members of the Federal Reserve and other regulatory bodies on technical regulatory reporting matters, when necessary.
- Provide technical expertise to draft comment letters in response to new proposed regulations or changes in existing regulations, when applicable.
- Participate in regulatory reporting and regulatory policy industry forums, discussing capital, liquidity and other regulatory topics.
- Provide advice to various stakeholders on issues and questions related to risk-weighting and capital for our bank, broker-dealer and capital market, as well as liquidity reports such as the FR 2052a. Properly document the question and response including underlying rationale and analysis.
- Demonstrate technical knowledge of regulatory capital rules for our banks, bank holding and broker-dealer (e.g., FRY-9C schedule HC-R, FFIEC 041 schedule RC-R, Focus Report, NFA monthly reporting).
- Assess the impact of the upcoming Basel III endgame proposal and support Regulatory stakeholders in implementing these changes.
Qualifications
- Bachelor’s degree (preferably in Finance, Accounting or Business)
- 5-10 years of regulatory policy (preferred), or regulatory reporting, or advisory experience in the banking industry.
- Strong knowledge of regulatory capital requirements, including Credit Risk and Market Risk, net capital calculation.
- Strong communication skills to discuss relevant (complex) topics with senior management and key stakeholders.
About the Role
The Manager, Regulatory Reporting Change Management is responsible for the design and implementation of both tactical and strategic initiatives that improve the quality of regulatory reporting. The individual is responsible to review, analyze and prioritize resolution of issues and monitor their resolution through system project build, testing, and implementation.
Responsibilities
- Design and implement regulatory reporting systems.
- Understand data at its source and the corresponding general ledger and data warehouse relationships.
- Prepare business requirements and functional specifications to support Finance regulatory reporting system change initiatives.
- Ensure they are reasonably sufficient and adequate in content, structure, and logic to provide application developers the necessary technical information to design, build and configure Axiom.
- Manage all phases of testing, and underlying reconciliation to source data.
- Review system data flows and be able to identify issues and offer solutions.
- Work closely with Data Group Office to identify, and document data quality issues and offer solutions.
Qualifications
- MBA or MS in Finance, Risk or Computer Science
- 7+ years of accounting or change management experience
- US Regulatory Reporting / Change Management experience
- Familiarity with Axiom
- Strong understanding on overall banking business and capital markets products
We're partnered with a high-performing Private Credit firm looking for an ambitious, up and coming mid-level and strategic finance leader to oversee all fund-level finance operations across its growing credit and venture-focused platforms. You'll be instrumental in ensuring operational readiness as they continue to grow into open-ended investment vehicles.
You’ll be the key point of contact for everything fund finance — from day-to-day fund accounting to high-level capital planning. Reporting directly to the CFO, you’ll lead internal finance operations and manage key external partner relationships.
RESPONSIBILITIES:
- Oversee all fund finance functions — including fund accounting, treasury, investor reporting, and operations — for both evergreen and closed-end structures
- Manage capital calls, distributions, and ongoing fund-level cash flow for open-ended strategies
- Serve as the primary liaison to fund administrators, auditors, and tax preparers to ensure timely and audit-ready deliverables
- Deliver recurring and ad hoc reporting to LPs, lenders, and internal teams across multiple investment vehicles
- Implement scalable financial workflows, templates, and controls tailored to evergreen fund needs
- Support cross-functional initiatives across investor relations, legal, and investment teams
- Help develop fund-level dashboards and financial analytics to support performance monitoring and decision-making
- Mentor junior team members and instill a culture of precision and accountability in finance operations
QUALIFICATIONS
- 5–9 years in fund finance, fund accounting, or private markets operations
- Prior experience working with open-ended or evergreen funds strongly preferred
- Strong grasp of private credit, structured finance, or hybrid fund environments
- CPA and/or deep understanding of U.S. GAAP, fund structuring, and investor reporting norms
- Comfortable managing relationships with fund administrators, auditors, and external finance partners
- Entrepreneurial mindset — eager to build, optimize, and lead in a high-growth, agile environment
- Highly organized with sharp Excel and reporting system skills
Taurus is representing one of Connecticut's premiere hedge funds. They are adding a fund accounting professional to support their public funds accounting. This will work on a variety of strategies, including a REIT and a registered investment company (RIC) focused on fixed income products. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, and 25+ years of strong performance in the market.
Responsibilities:
- Collaborate with fund administrators to manage the company's financial records
- Create the financial and management reports
- Manage data for the PMS
- Review and manage expense budgets and projects related to expense projections and deal allocations
- Prepare regulatory reporting, annual investor reports and assist with investor presentations, inquiries, and requests
- Work on 10K and 10Qs
- 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
- Experience with alt asset management accounting required, experience with REIT or RIC accounting strongly preferred
- Understanding of fixed income, loans, derivatives and MBS preferred
- Strong Excel skills
- CPA preferred
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!
Responsibilities
- Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
- Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
- Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
- Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
- Development of new financial models, analytics and tools to support the fixed income trading desks
- Integration of financial models into Firm systems.
- Tactical support of risk and pricing activities on the fixed income trading desks.
Professional Experience
- 5+ years of experience in quantitative modeling & strategy with a focus on fixed income and securitized products
- Master’s degree in a quantitative field
- Knowledge of pricing and risk models for financial derivatives
Our client is seeking an Associate to support the enhancement of credit portfolio reporting, data infrastructure, and governance. This role will focus on developing new portfolio reports, improving data sourcing and controls, and automating reporting processes. The Associate will partner closely with Business, Risk Data, and Technology teams to deliver accurate, insightful reporting for senior management.
Key Responsibilities
- Develop and enhance credit portfolio risk reports and dashboards, including exposure, concentration, limits, and trend analysis
- Identify opportunities to improve reporting processes, data sourcing, transformation, and controls
- Coordinate data and reporting enhancement projects, ensuring timely delivery and clear stakeholder communication
- Automate reporting workflows to improve efficiency and accuracy
Qualifications
- Bachelor’s degree in Finance, Economics, Statistics, or a related field (Master’s, CFA, FRM a plus)
- 3+ years of experience at a large financial institution, preferably in credit portfolio reporting or monitoring
- Understanding of credit risk management concepts, risk appetite metrics, and regulatory requirements
- Strong analytical, problem-solving, and communication skills
- Advanced Excel and PowerPoint skills; experience with SQL, Python, Alteryx, and/or Power BI is a plus
- Ability to manage multiple priorities in a fast-paced, collaborative environment
Taurus is representing a fast growing fintech firm based in NYC that is looking to bring on an Email Marketing Specialist. This innovative organization focuses on the RIA market to deliver unique financial products that are less easily accessible. With well over $1T in assets under management, and a lean team, this is an opportunity to be apart of a rapidly scaling start up that is changing the wealth advisory space.
This is a data-driven role that will work on B2B and B2B2C email marketing. The ideal professional will have strong knowledge of HubSpot, and knowledge of how to improve performance in all aspects of email marketing. Someone that cares about engagement, conversation and loves numbers will be the ideal profile. This position will bring a creative mindset to messaging while also working with reporting tools and data teams to make actionable moves. This role will report into the Head of Marketing Analytics.
Responsibilities:
- Manage outbound email marketing campaigns (organic and paid)
- Collaborate with vendors such as third party list services and media properties
- Own the email calendar and manage the mailing schedule to different parties
- Provide support on paid and organic LinkedIn posts alongside the PR and content teams
- Work closely with sales of targeting leads, assisting with follow up and work consistently towards improvement
- Ad hoc cross-functional projects
Qualifications
- Bachelors degree
- 5+ years of marketing experience
- 2+ years in email marketing
- HubSpot experience preferred
- Experience working in financial services - wealth management preferred
Due to the nature of this role - candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA - additional regulatory screenings may apply
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!
Burned out from busy season hours? If you’re in Big 4 or public accounting and looking for a new and flexible environment, this is your opportunity to pivot into fund accounting — one of the most in-demand and highest-compensated specialties in the accounting market. The firm is open to strong audit, tax, or general accounting backgrounds — fund experience is not required.
What matters is genuine interest in learning the fund space (exposure to it already is a BIG plus). You’ll be supported by a top-tier training platform that teaches the technical ropes from day one, giving you exposure to private equity and investment management while positioning you for faster growth and stronger long-term earning potential than traditional accounting paths.
Key Responsibilities
- Prepare and review the full fund accounting cycle, including bookkeeping, financial reporting, and investor communications.
- Prepare and review quarterly and annual financial statements in accordance with GAAP and other relevant accounting standards.
- Maintain and update investor records, support the preparation of capital call and distribution notices, and respond to investor inquiries.
- Assist in coordinating annual audits and liaise with external auditors.
- Support the execution of investment transactions, including capital calls, distributions, and portfolio valuations.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum of 1-3 years of experience in accounting, with strong preference to public accounting backgrounds.
- Familiarity with GAAP, financial reporting, and PE/VC fund structures.
This VP role is responsible for advancing risk data governance, improving operational data quality, and supporting regulatory compliance, including BCBS 239. The position will oversee risk data assets, lead data quality initiatives, and support accurate and timely risk reporting through collaboration with Risk, Technology, and the Chief Data Office (CDO).
Key Responsibilities
- Execute and enhance the risk data governance framework, ensuring alignment with regulatory standards and CDO policies.
- Document data lineage and capture governance artifacts using Collibra.
- Define and monitor data quality controls and metrics, producing regular data quality scorecards.
- Identify and resolve data quality issues in partnership with the CDO team, Technology, and business stakeholders.
- Ensure the timely, accurate, and complete aggregation of risk data to support reporting and regulatory requirements.
- Support the development and maintenance of clear, reliable risk reporting outputs for key stakeholders.
Qualifications
- 6–9 years of professional experience, including 3–4 years in data management within financial services, preferably in the risk domain.
- Experience supporting credit risk reporting, including data quality monitoring and remediation
- Strong SQL skills required; Python experience preferred.
- Familiarity with banking data systems (SQL/NoSQL) and cloud data platforms (e.g., Azure).
- Bachelor’s degree required, preferably in Computer Science, Information Systems, or Data Management.
- MBA or advanced degree (MS/PhD) in a related field preferred.
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!
The Opportunity
Join a premier global Energy & Infrastructure investment platform as a key member of their American expansion operating within a global investment team. 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 complex financial modeling, valuation, and the structuring of opportunistic and value-add transactions.
- Strategic Origination: Support the identification and evaluation of new North American investment opportunities through thematic research and market mapping.
- Process Management: Orchestrate the due diligence process, coordinating between internal stakeholders and top-tier external legal and technical advisors.
- 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 associates and analysts, fostering a culture of excellence and rigorous analytical standards.
Candidate Profile
- Experience: 6+ years of professional experience, ideally beginning with 2–3 years in Investment Banking followed by significant Buy-side Infrastructure experience.
- Sector Expertise: A strong track record in infrastructure is essential; specific exposure to Energy transition 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.
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.
Responsibilities:
- Measure and enhance derivatives (secured and unsecured) financing framework to ensure alignment with liquidity framework
- Assist with review of transfer pricing construct to document and optimize funding flows: repo financing, interest on margin collateral,
- Execute and monitor transfer pricing of current and contingent liquidity requirements for Markets including development of policy, execution and ongoing measurement/evaluation.
- Monitor residual costs remaining in Treasury related to transfer pricing, liquidity premium, and unallocated credit spreads to ensure proper allocation to businesses.
- Monitor associated with Broker Dealer activities, performing relevant analysis and action plan when under/over recovery of costs occurs
- Manage the Working Capital framework across cash, repo and derivative products using transfer pricing systems
- Analyze debt costs, basis costs/risks, contingent liquidity costs and their associated recovery
- Provide analysis and commentary relating to Quarterly Report on FTP
- Analyze and enhance Transfer Pricing framework to ensure adherence with regulatory requirements and appropriateness of any transfer pricing incentives
Qualifications:
- FX and currency experience strongly preferred
- Derivatives experience strongly preferred
- Proven track record of strategic/technology initiatives
- Strong analytical skills and data interpretation skills
- Knowledge of transfer pricing theory including Interest Rate risk, Liquidity modeling, and Broker-dealer funding (repo financing and debt/equity financing)
- Knowledge of liquidity metrics and regulations including LCR, NSFR, Internal Stress Tests, NSFR, TLAC, Global Systemically Important Bank (“GSIB”) surcharge
A $25B Private Equity firm is seeking a strong accounting professional to take on a dynamic role working in a broad financial function. This role is an add to staff that will report directly to the Controller. The position will go beyond traditional accounting functions, covering valuations, financial analysis, and performance reporting and management. The company is also going through numerous tech initatives so a passion for technology and automation is a plus!
Responsibilities
- Oversee numberous funds across different industry sectors
- Work closely with offshore acocuntng teams to help manage financial reporting
- Review work from fund administrators for investments, capital calls, distributions, management fee calculations, waterfalls, and financial statements
- Assist with new fund launches, opening accounting, setting up legal entities with internal and external legal counsels
- Develop internal financial controls
- Work with investment terams on portfolio reporting
- Review quarterly valuation and sit on investment committee
- Assist with financial planning and budgeting reporting and review with leadership
Qualifications
- Bachelor's degree in Accounting or relevant field
- Minimum 3 years in public accounting, preferred 5+ years in both public and private fund accounting
- Experience in private equity or venture capital preferred
- CPA a plus
- Strong technical, analytical, communication and presentation skills
- Proficient in Microsoft Office suite
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.
A mid-sized credit hedge fund is looking for a strong public accountant who is looking to transition to the private sector. This is a fantastic opportunity to work in a promote-from-within environment that offers mentorship from professionals who have worked at top tier blue-chip firms. This is a dynamic role that will work on fund accounting, as well as investor reporting, valuations work, trade support and numerous projects involving tools such as AI integration.
This will work on credit hedge funds, SPV structures and interval funds!
Responsibilities:
- Prepare performance reporting and NAV estimates
- Assist fund administrators and external auditors with tasks as needed, such as month end close and reviewing investor allocations
- Preview P&L and custody reconciliation and breaks with the trade support team
- Assist with coordination of financial statements, capital activity management, and review of tax schedules
- Assist the investor relations team on subscriptions, redemptions, performance estimates and ad hoc requests
- Assist with accounting responsibiltiies for the management company, such as fee processing and invoicing
- Prep regulatory filigns such as Form PF and PQR
- Prepare performance analytics to provide to management
Requirements:
- 2-6 years of expereince in public accounting or private accounting for hedge funds, or high volume accounting for private equity or credit funds.
- Bachelors degree in accounting, finance or related field
- CPA preferred
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
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.
Account Executive – WealthTech / FinTech (RIA Focus)
A fast-growing financial technology company is looking to add an Account Executive to its sales team. This role will focus on developing relationships with independent wealth management firms and financial advisors, expanding adoption within existing clients while also driving new business.
This is an opportunity to join a collaborative and fast-moving team building technology solutions for the wealth management industry.
About You
You are a highly motivated sales professional with a passion for finance, technology, and relationship-driven sales. You thrive in fast-paced environments and enjoy working closely with clients to understand their needs and deliver solutions that create long-term value.
You are organized, proactive, and able to manage multiple priorities while maintaining a strong focus on results. You are comfortable working both independently and collaboratively with internal teams including marketing, product, and client success.
About the Role
As an Account Executive, you will work directly with wealth management firms and independent financial advisors, helping them adopt technology solutions that improve how they serve their clients and manage their businesses.
You will manage the full sales cycle—from prospecting and discovery through implementation and client adoption—while partnering with internal teams to support long-term client success.
Key Responsibilities
- Own and manage the full sales cycle from prospecting through closing and client onboarding
- Build and maintain relationships with wealth management firms and financial advisors
- Expand adoption within existing clients while identifying and developing new business opportunities
- Work closely with marketing and business development teams to convert inbound and outbound opportunities
- Maintain an accurate pipeline and manage sales activity through CRM systems
- Collaborate with internal teams to share client feedback and inform product and growth strategy
- Represent the company at industry events and conferences when appropriate
- Stay informed on trends within financial services and wealth management technology
Minimum Qualifications
- Bachelor’s degree or equivalent professional experience
- 4+ years of experience in sales, account management, or business development
- Strong communication and relationship-building skills
- Ability to manage multiple client conversations and opportunities simultaneously
- Experience working in a performance-driven sales environment
Preferred Experience
- Experience selling financial technology or software solutions
- Experience working with wealth management firms, financial advisors, or RIAs
- Experience in a startup or high-growth technology environment
- Strong interest in financial markets and the evolving wealth management landscape
Key Responsibilities:
- Due Diligence - Lead due diligence efforts on renewable energy investments, encompassing financial, technical, legal, and environmental assessments. Collaborate with external advisors and experts to conduct in-depth analyses. Assess the potential risks and opportunities associated with each investment.
- Financial Modeling and Valuation - Develop and maintain advanced financial models to assess the financial performance and potential returns of renewable energy investments. Perform valuation analyses and sensitivity testing to support investment decisions.
- Transaction Execution - Play a key role in structuring and negotiating investment transactions. Work closely with legal and financial teams to draft and review transaction documents. Coordinate with deal counterparts to ensure efficient deal closure.
- Market Research and Strategy - Stay updated on renewable energy industry trends, regulatory changes, and market developments. Contribute to the development of investment strategies based on market insights.
Qualifications:
- Bachelor's degree in Finance, Business, Economics, or a related field (MBA preferred).
- 3+ years of experience in Private equity, Investment Banking, or related fields.
- Strong financial modeling and valuation skills.
- Knowledge of the renewable energy sector and its technologies.
- Exceptional analytical and problem-solving abilities.
- Excellent communication and presentation skills.
- Strong teamwork and interpersonal skills.
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!
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!
Responsibilities
- Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers
- Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk
- Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes
- Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches
- Development of new financial models, analytics and tools to support the fixed income trading desks
- Integration of financial models into Firm systems.
- Tactical support of risk and pricing activities on the fixed income trading desks.
Professional Experience
- 5+ years of experience in quantitative modeling & strategy with a focus on fixed income and securitized products
- Master’s degree in a quantitative field
- Knowledge of pricing and risk models for financial derivatives