Find Your Next Opportunity
We are partnering with a leading Advisory firm seeking a Tax professional to join their expanding team.
The Offer:
- High-value client exposure
- Work on Tax projects across Advisory and Consulting
- Clear progression path
About You:
- Strong Tax Advisory / Tax Generalist experience
If this sounds like your next move, get in touch for a confidential discussion.
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
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
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.
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.
Tax Manager - Private Client Services (HNW)
A top-tier public accounting firm’s Private Client Services team is hiring a Tax Manager to support continued growth in its high-net-worth and family office practice.
The Role
You’ll work with:
- High-net-worth individuals and families
- Trusts and fiduciary structures
- Family limited partnerships
- Family office compliance and consulting engagements
You’ll manage multiple engagements, take ownership of client relationships, and grow into more complex advisory and consulting work over time.
You are likely:
- A Tax Manager in public accounting
What You Bring
- Individual tax expertise
- Trust & fiduciary tax experience
- Partnership exposure
- Estate & gift experience a plus
Generalists welcome if technically strong and comfortable managing multiple families and deadlines.
Work Model & Culture
- Remote
- No client site travel
- Flexible schedule and supportive leadership
- Busy season goal is reasonable hours while meeting client needs
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;
Responsibilities
- Spearhead the end-to-end delivery of a bond analytics library, applying deep product knowledge in fixed income asset classes.
- Lead the development, validation, and production deployment of models supporting pricing and market risk management.
- Design and maintain robust, scalable quantitative libraries for production use, ensuring performance and resilience.
- Partner closely with fixed income traders, market risk management and technology to ensure analytics solutions meet business requirements.
- Build, mentor, and develop high-performing quantitative talent, promoting a culture of technical excellence and innovation.
Requirements:
- 10+ years of experience in a Quantitative Strategist role with a focus on pricing and market risk models.
- Proven track record of building and leading teams and delivering complex, enterprise-scale initiatives.
- Outstanding knowledge of fixed income pricing and market risk concepts.
- Strong interpersonal skills with ability to hold high profile conversations with trading desks and market risk teams.
- Advanced Python skills with strong quantitative and statistical modelling capabilities.
Role:
A leading Investment Bank, is looking for Consultants to support User Acceptance Testing (UAT) activities for their AxiomSL regulatory reporting platform implementation.
The scope of this engagement includes UAT support for the following U.S. regulatory reports: FR Y-9C, FFIEC 002, FFIEC 031, FFIEC 009, FR Y-15.
Responsibilities:
- Design and execute UAT activities while also validating automated outputs against existing manual processes, perform dry runs, develop supporting documentation to enable sustainable operations for the in-scope regulatory reports, and work on any other relevant activities per direction of the Financial Regulatory Reporting Team.
- Review existing manual EUC-based processes, Business Requirement Documents (BRDs), and available strategic data sources.
- Define UAT scenarios and test conditions aligned with regulatory requirements and report logic.
- Identify and resolve testing variances.
- Develop UAT test cases for the in-scope regulatory reports.
- Execute UAT testing
- Document test results, including evidence, issues, and observations.
- Support walkthroughs of UAT results with Mizuho Reporting, Finance, Technology, and Production teams.
- Develop documentation applicable to the automation of the regulatory reports, which include the target operating model, service level agreement documentation, RACI matrix, and procedures and process documentation
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.
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
Responsibilities:
- Designing, develop and test market risk infrastructure to achieve greater functionality of market risk management practices
- Optimize and enhance the bank's market risk models, including the automation of manual processes for market risk management.
- Collaborate with Market Risk and IT teams to understand engineering requirements and translate them into insights.
- Design and maintain data pipelines using Python to extract, clean, and transform data from various sources for risk calculations.
Requirements:
- 7+ years of experience in Market Risk Engineering/Market Risk Data within an investment banking environment.
- Masters in an Engineering/Quant/Computer Science/Finance related field.
- Understanding of market risk concepts: Value-at-Risk (VaR), stress testing, and backtesting
- Technical Skills: Python, VBA, SQL, Excel,
Responsibilities:
- Engage in the development of Market Risk models across all asset classes.
- Carry out quantitative research in the enhancement of Market Risk models & methodologies.
- Engage with Senior Risk executives in the optimization of the models.
- Generate technical tools which enhance market risk analysis across the organization.
- Design the Python libraries which will support the market risk modeling process.
- Ensure that market risk methodologies & models comply with the organizations model risk framework.
Requirements:
- 5+ years of experience in a market risk modeling role within a major investment bank.
- Hands on experience working with Value at Risk (VaR) and counterparty exposure models.
- Masters Degree in a quantitative field
- Product Knowledge: Rates, FX, Equities, MBS, Credit, Commodities
- Technical Skills: Python, SQL, VBA
Leading Financial Institution is seeking a Senior Manager, Technical Accounting who will assist in setting US GAAP policy and delivering guidance on US GAAP and IFRS accounting standards. He/she will develop, maintain, and implement policies, procedures and methodologies in coordination with head office IFRS accounting policies.
This individual will have the opportunity to join a growing team, a hybrid work environment, as well as strong work life balance.
The best candidate has:
- CPA, CA, MBA, or MS in accounting preferred
- Strong knowledge of US GAAP and IFRS
- 6+ years experience in accounting policy or technical accounting
The company offers:
- lucrative base salary, bonus, and benefits
- hybrid work environment - 4 days in NYC office
My client, an up and coming firm specializing in Private Equity and Venture Capital funds, located in South Connecticut, is looking to grow their team and bring in a couple of new Fund Accounting Managers to service their ever increasing clientele.
Prior experience in dealing with medium to large size Private Equity clients is required. As well as in-depth knowledge in fund accounting/operations. Public accounting backgrounds are a big plus!
Responsibilities:
- Manage the 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.
- Review fund performance metrics and analyze financial data to provide insights to senior management and investors.
- Coordinate fund launches, closings, and capital calls/distributions in accordance with fund documents and regulatory guidelines.
- Manage relationships with investors, auditors, and tax advisors to ensure seamless fund operations and compliance with reporting deadlines.
- Lead and mentor a team of fund accountants, providing guidance on technical matters, performance feedback, and professional development opportunities.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; CPA or CFA designation preferred.
- 6-12 years of progressive experience in fund accounting within the private equity or venture capital industry.
- Proficiency in accounting principles (GAAP/IFRS) and familiarity with fund accounting software (e.g., Investran, Allvue, eFront).
- Strong analytical skills and attention to detail, with the ability to interpret complex financial data and communicate insights effectively.
- Proven leadership abilities, with experience managing teams and driving results in a deadline-driven environment.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
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
This role is with a large bank in their corporate treasury team. There are two openings both at the VP and AVP level (anyone around 4-10 years experience). You'll need experience in various aspects of balance sheet management including: NII forecasting, IRR management, FTP, and more.
Responsibilities
- Advise on execution strategy as well as development of programs and strategic initiatives
- Anticipate business and regulatory trends and risks
- Provide advisory services to executives and business leaders
- Analyze interest rate risk and provide strategic decisions on banks balance sheet
- Daily forecasting of NII and FTP
Qualifications
- 4-10 years of experience preferably in a bank or consulting setting in a corporate treasury or treasury risk function
- Good communication skills
- Experience in ALM touching on either strategy, NII/EVE, IRR, or FTP
My growing client is looking to hire an experienced business development specialist to join their industry-leading bespoke global risk and insurance company. Compensation is above market, and the best performers have access to sizable equity.
This exciting position on the structured solutions team will allow you to work closely with Private Equity firms to identify the key risks in every M&A transaction, enabling them to structure effective risk solutions, free up capital, and limit exposure.
Applicants should be personable, outgoing, and professional as this role will require heavy BD into senior profiles at top PE firms
Qualifications:
- At least 4 years of new logo sales, preferably to Investment Banks, Corporate Law, Private Equity or M&A/ Deals Advisory
- Can work in a fast-paced, dynamic yet strategic and consultative environment handling complex solutions.
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
Taurus Search is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional coming from either Public Accounting or Fund Administration to join a newly created role as they continue to bring on major clients in private equity and private debt, heading into 2026!
This is a chance to work in a flexible environment where you can get high levels of exposure to senior leadership, have opportunities for advancement, and work with some of the top private equity and debt firms in the industry.
This is a fantastic opportunity to work in a client oriented role where this individual can gain exposure to a variety of fund structures to diversify their skillset.
Responsibilities Include:
- Review capital contribution and distribution calculations, management fees, cash reconciliations and expense schedules
- Prepare the quarterly incentive allocation models based on the agreement terms in place
- Prepare the quarterly and annual financial statements and any supplemental reports and metrics required
- Assist with support materials for audits and work closely with auditors during audit season
- Distribute investor notices and work through notices in the investor portal
- Handle incoming LP requests, investor inquiries and and any additional needs from Client Managers
- Support new fund closings and onboarding activities
- Manage and support junior fund accountants - providing coaching as needed
Requirements:
- 3-5 years in public accounting, or fund administration
- Strong understanding of PE fund structures and operations
- Bachelors degree required
- CPA a plus
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
Responsibilities:
- The candidate will be part of the Market Risk Stress Scenario team, which focuses on the design and implementation of market risk stress testing scenarios.
- Key member in the process of both internal and regulatory stress testing scenarios.
- The role also involves staying updated on market trends, emerging risks, and macroeconomic themes to enhance the Firm's stress testing framework continually.
- Design the process of stress testing scenarios including the setting of standards, effective challenge of scenario narratives, risk capture and stress loss drivers.
Requires:
- 6+ years of experience working in a market risk or scenario design role within a major banking institution.
- Strong knowledge of market risk concepts (VaR) and experience working across asset classes.
- Technical Skills: Python, VBA, Excel
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
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!
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
About the Role
Leading Investment Bank is looking for a VP, Capital Reporting to join the Capital Analytics team. The candidate will support calculation of RWA relative to Basel Rule for both credit and market risk. The VP, Capital Reporting will also work closely with key partners leading the RWA transformation efforts such as calculation automation, changes related to Basel III Endgame readiness, CCAR, SA-CCR as well as work with regulatory policy to interpret rule changes.
The VP, Capital Reporting will play a crucial role in supporting the calculation of RWA and ensuring compliance with regulatory requirements.
Responsibilities
- Calculate quarterly capital ratios and credit and market risk weighted asset calculation for the Bank Holding Company.
- Analyze Basel RWA Reporting based on US Regulatory requirements.
- Test case reviews and user acceptance testing of the calculation engine automation.
- Work with IT on systems implementation.
- Improve governance, efficiency and control through process optimization, and proactively identifying and remediating areas of regulatory deficiencies.
- Identify opportunities for automation, increased transparency, and enhancement of business processes.
Qualifications
- Bachelor’s degree in finance, accounting or similar discipline.
- 8+ years of related work experience.
- RWA calculation experience necessary
My client is looking to hire a Project Finance Portfolio Management Associate to join their global business.
The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also analyze amendment/consent/waiver requests, assess their credit impact, and prepare credit approval applications with recommended actions.
Other responsibilities include:
- Independently oversee and manage a diverse portfolio of Project Finance transactions in industries including thermal power, renewable power, infrastructure, oil & gas, and mining.
- Perform credit monitoring, control, and administration to proactively identify and address potential credit issues.
- Analyze and evaluate amendment/consent/waiver requests, assessing their impact on credit and preparing credit approval applications with recommended actions.
The ideal candidate will have 3-5 years of experience in portfolio management/credit risk and either project finance, oil & gas, energy, utilities or infrastructure.
This position is hybrid in NYC.
Job Description
- Create governance framework around enterprise risk
- Communicate challenges, issues and decisions to senior management and internal stakeholders
- Work with leadership to deliver on risk and regulatory change and technical initiatives
- Advise on new regulations and strategic risk management objectives to internal and external stakeholders
Professional Skills
- 2+ years of experience in financial services, Regulator or management consulting (with financial services clients - specifically sell-side/banking clients)
- Bachelor's Degree, Professional Certification (i.e. CFA or FRM is preferred)
- Prior experience in new business continuity or records retention within a large bank is a plus
- Previous experience in credit, market, liquidity, operational or enterprise risk
- Previous consulting experience is a plus
- Previous experience in enterprise risk is a plus
- Excellent verbal, written and interpersonal communication skills
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
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!
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
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 pinlock/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
Our client is seeking a Lead Risk Analyst to lead credit strategy initiatives that drive healthy growth and profitability across their online and branch networks. You will partner with senior leadership to develop, test, and optimize underwriting strategies - including approvals, line assignments, and pricing and ensure alignment with our risk appetite and funding goals.
Key Responsibilities
- Develop and maintain credit risk, response, and behavior models using SAS, SQL, Python, R, and advanced statistical techniques.
- Evaluate and optimize approval and advance strategies across acquisition and marketing channels.
- Maintain documentation of underwriting strategies and report performance impacts to leadership.
- Monitor portfolio performance to ensure adherence to risk appetite and lifetime return expectations.
- Produce risk reports by compiling, analyzing, and presenting key data trends.
- Represent Risk in cross-functional initiatives and lead assigned projects, guiding team members as needed.
Required Qualifications
- Bachelor’s degree in a quantitative discipline (e.g., statistics, economics, finance, engineering, information systems).
- 5+ years of credit risk management experience, including at least 1 year in digital/online customer acquisition or underwriting strategy.
- Experience in consumer lending and understanding of related regulations and policies.
- Advanced proficiency in SAS, SQL, Python, R, or similar tools.
- Strong Excel skills (advanced formulas, pivots, macros).
- Excellent communication skills and ability to simplify complex analyses.
Within Treasury, Liquidity Strategy is a unique opportunity for individuals at all levels to manage the firm’s balance sheet and directly contribute to executing the firm’s strategy. Working closely with the Head of Liquidity and Treasurer and other members of senior management, the team is responsible for the design and execution of the firm’s liquidity & funding strategy as well as the primary point of contact for all business lines through Treasury’s global “business coverage” model. The team seeks to optimize the firm’s funding mix to minimize cost in a risk-conscious manner and is a key participant in decision making regarding the allocation of firm liquidity.
The approach to Liquidity management is both holistic and practical; individuals who excel in this role are equally adept at detailed trade-level recommendations and strategic thinking and are expected to develop deep knowledge of the funding products raised within Treasury, as well as the underlying business and client activity supported by that funding.
Responsibilities:
- Working knowledge of assumption methodologies for Internal Liquidity Stress Testing (ILST) across multiple scenarios
- Familiarity with Regulation YY, Liquidity Coverage Ratio (LCR), Cash Flow Projections, Sources & Uses, Net Stable Funding Ratio (NSFR), Resolution Planning is an asset.
- Support execution of the firm’s global deposit raising strategy, considering economic cost, channel diversification, funding capacity, and impact to key liquidity and capital metrics
- Establish and maintain relationships with the firm’s various business lines
- Conduct research and develop presentations on deposit industry, competitor/peer environment, and regulatory landscape impacting funding and deposit raising
- Develop frameworks and conduct scenario analysis to help inform liability risk management focus areas including maturity concentration and macro/market sensitivity
- Identify, analyze, and effectively communicate key deposit risks and trends to internal and external stakeholders including firmwide leadership, committees/boards, and regulators
- Engage with external stakeholders including regulatory agencies, ratings agencies, and funding counterparties
Basic qualifications:
- Relevant Liquidity knowledge and experience
- Excellent analytical skills, with demonstrated ability to perform detail-oriented analyses and present high-level conclusions to senior management
- Excellent risk management mindset, with the ability to identify risks, design mitigating controls, and exercise sound judgment in dynamic conditions
- Highly motivated, detail-oriented self-starter who is comfortable operating in a fast-paced environment and balancing multiple priorities
- Experience managing and interpreting large amounts of data, and analyzing the output to identify trends and present solutions through business intelligence tools such as Tableau
- Functional understanding of financial institution liquidity metrics, Bank balance sheet
- Strong written and oral communication skills with ability to produce polished presentation materials for senior executives
- Strong teamwork and interpersonal skills
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
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!
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
The Data Science Senior Manager is a strategic leadership role responsible for overseeing a team of data scientists and quantitative analysts within the fraud/ FinCrime domain. The role blends technical depth with leadership, strategic advising, and cross-functional influence. It requires guiding model development, validation, and deployment efforts, while shaping data strategy and driving alignment with executive-level business priorities.
Our client is looking for a subject matter expert in financial crimes/ AML/ fraud detection model development, ideally with previous experience managing teams. This incumbent will play an integral part in the machine learning transformation within the risk organization.
Responsibilities:
- Serve as a thought partner to senior/executive business leaders.
- Anticipate future data and modeling needs; identify trends and emerging technologies.
- Lead financial crime standards for model development, validation, and maintenance.
- Promote innovation in AML modeling by identifying and implementing new techniques while presenting finding to senior stakeholders.
- Hire, manage, mentor, and develop data science talent in an effort to enhance technical capability across the team.
Qualifications:
- Master’s degree in quantitative fields (e.g., Statistics, Data Science, Financial Engineering) with 8+ years’ experience
- Proven leadership in data science or quantitative analytics functions specifically with fraud detdction/ Anti-Money Laundering.
- SQL / NoSQL, ETL, unstructured data, relational databases
- Cloud computing and distributed computing (e.g., AWS, GCP, Spark)
- Python / R / SAS: efficient coding, code controls, reproducibility
- Strong experience building, testing, and validating statistical / machine learning models
- Seen as a strategic advisor and credible voice at senior levels
- Executive presence; can clearly communicate complex concepts to non-technical audiences
About the Role
Lead Investment Bank is looking for a VP, Regulatory Reporting Business Analyst to drive the end to end implementation of AxiomSL for regulatory reports such as the FR Y-9C, FR Y-15, FFIEC 031, FFIEC 002, FFIEC 009 etc. This position will join a newly created team that is in the process of being built out.
Responsibilities
- Drive the Axiom implementation across the five risk reports, and manage user acceptance testing
- Establish target state reporting architecture, MDRM mapping, rule logic, validation frameworks, and exception management workflows
- Review and challenge data quality issues, variances, reconciliations, mapping logic, intercompany eliminations, and interpretive guidance
- Assist in creation of standard operating procedures, documentation standards
- Perform data analytics review and coordinate with data governance to measure data quality and data monitoring controls on a regular basis.
- Support preparation of Regulatory Reporting Working Group and Governance Committee meetings, Change Management and Issue Management Forums, and handling communication with internal and external stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Data Science or a related field. Advanced degree or professional certifications (e.g., CPA, CFA) is preferred.
- Knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.). Knowledge of regulatory reporting requirements (e.g. FR Y-9C, FR Y-15, FFIEC031, FFIEC002, FFIEC009 and etc.) is a must
- Proficiency with Power BI development, including data modeling, report creation, and data visualization is a plus
- Minimum 6 years of experience in financial reporting, regulatory reporting, risk management, or related field in banking industry. Proven ability to lead and inspire a team, fostering a collaborative and high-performance culture.
My client is an international bank and is looking to bring on a Project Finance Credit Risk VP to join their NY branch. This role will be supporting a portfolio of project finance transactions in the US.
Responsibilities include
- Prepare Project Finance credit reports, collaborating with colleagues to gather data and context.
- Establish and maintain credit review processes, updating relevant Policies and Procedures.
- Apply credit rating models to provide credit review opinions in reports and targeted reviews.
- Communicate with regulators and auditors regarding the branch's Project Finance exposure.
- Verify report accuracy and recommend actions to ensure integrity before senior management reporting.
- Provide analysis and data to stakeholders as needed.
- Lead preparation, presentation, and discussion at monthly Credit committees and other meetings.
- Support team members by covering absences and managing workload as needed.
Candidate must have had exposure and knowledge of project finance transactions and a background in credit analysis.
This position is in office 3 days/week in Midtown NYC.
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
A leading Investment Bank, is looking for a VP, Regulatory Change Management to join their growing team. This individual will be responsible for assisting with the design and implementation of their regulatory reporting system.
Additional Responsibilities include:
- Transform and replace existing reporting systems - prepare business requirements to support the system change initiatives
- Interpret regulatory reports, address issues, and implement solutions
- Execute and maintain regulatory reporting data analytics and data quality initiatives
- Work across teams to translate regulatory requirements into implementable data controls
Qualifications:
- Bachelor's in Finance, Risk, or Computer Science
- 6+ years of experience working in Banking or Financial Services
- Experience working with regulatory reports such as the FR Y-15, FR Y-9C, FR 2052a, FR Y-14 etc.
- Understand of risk and internal controls
- Familiarity working with Axiom
About the Company
Our client is a fast-growing, AI-enabled software company building modern workflow and modeling tools for institutional investment teams. The platform replaces manual, spreadsheet-driven processes with standardized, auditable, and scalable solutions that support complex financial decision-making.
Used by sophisticated investment professionals across private markets and advisory firms, the product sits at the intersection of high finance and modern technology—helping teams move faster, reduce risk, and focus on judgment rather than mechanics.
The company is scaling rapidly and is investing across product, engineering, customer enablement, and commercial teams.
About the role - Hybrid Account Manager (Private Markets)
This Hybrid Account Manager role sits between account management, customer success, and commercial growth.
You’ll own relationships with institutional investment teams, guide customers through onboarding and adoption, and identify opportunities to expand usage across the firm. You’ll manage engagements end-to-end—from initial conversations and training through to embedding the platform into live deal workflows.
You’ll work directly with senior investment professionals, translating their existing processes (often Excel-based) into a modern, scalable system. This role is well suited for someone who enjoys staying close to the deal process but wants to help build and scale a technology business.
Key Responsibilities
- Own and manage relationships across a portfolio of institutional investment clients and active prospects
- Lead onboarding, training, and workflow design for new teams adopting the platform
- Act as the primary point of contact for customers throughout the lifecycle, from initial rollout through expansion
- Partner with senior investment professionals to understand their workflows and identify areas of deeper value
- Proactively uncover expansion opportunities by staying close to deal teams and usage patterns
- Support early-stage conversations with new firms evaluating the platform, from first introduction to successful deployment
- Collaborate cross-functionally with product and engineering to feed real-world client insight into roadmap decisions
- Develop deep expertise in private markets workflows, financial modeling, and how software improves deal execution
What We’re Looking For
- 2–4+ years of experience in private equity, investment banking, or a closely related finance role
- Strong grounding in financial modeling and deal analysis, with a clear understanding of private markets workflows
- Comfort owning client relationships and operating in a customer-facing role
- Strategic thinker with the ability to translate customer feedback into actionable insights
- Clear, confident communicator capable of engaging senior investment professionals
- Curious, proactive, and comfortable in a fast-moving, early-stage environment
- Exposure to financial software or technology platforms is a plus
Compensation & Equity
This is a full-time role offering:
- Competitive base salary
- Uncapped variable cash compensation tied to individual performance
- Meaningful equity participation in an early-stage, high-growth business
We’re looking for a hands-on Senior Accounting Associate to join a lean investment firm in NYC and work directly with the CFO. This is a high-ownership role for someone who wants to run core processes, own the systems, and help build the finance function as the firm scales.
This is not a back-office support role, you’ll be trusted with real responsibility from day one.
Responsibilities
- Own the firm’s accounting systems and ERP, including day-to-day operation and ongoing improvements
- Run management company accounting end to end (GL ownership, month-end close, reporting)
- Prepare and review journal entries, reconciliations, and variance analysis
- Oversee AP, expense allocations, reimbursements, and cash management
- Ensure accurate, GAAP-compliant financials and maintain strong internal controls
- Partner closely with the CFO on reporting, process improvements, and scaling the infrastructure
- Support audits, tax processes, and ad hoc finance initiatives as needed
Qualifications
- 4–6 years of accounting experience with an investment management, financial services, or a fund related environment.
- Comfortable owning processes independently in a lean team
- Strong Excel skills and experience working with ERPs (NetSuite, Sage Intacct, or similar)
- Detail-oriented, organized, and proactive
- CPA or CPA-track is a plus
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!
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
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!
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
About the Role
Lead Investment Bank is looking for a VP, Regulatory Reporting Business Analyst to drive the end to end implementation of AxiomSL for regulatory reports such as the FR Y-9C, FR Y-15, FFIEC 031, FFIEC 002, FFIEC 009 etc. This position will join a newly created team that is in the process of being built out.
Responsibilities
- Drive the Axiom implementation across the five risk reports, and manage user acceptance testing
- Establish target state reporting architecture, MDRM mapping, rule logic, validation frameworks, and exception management workflows
- Review and challenge data quality issues, variances, reconciliations, mapping logic, intercompany eliminations, and interpretive guidance
- Assist in creation of standard operating procedures, documentation standards
- Perform data analytics review and coordinate with data governance to measure data quality and data monitoring controls on a regular basis.
- Support preparation of Regulatory Reporting Working Group and Governance Committee meetings, Change Management and Issue Management Forums, and handling communication with internal and external stakeholders.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, Data Science or a related field. Advanced degree or professional certifications (e.g., CPA, CFA) is preferred.
- Knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.). Knowledge of regulatory reporting requirements (e.g. FR Y-9C, FR Y-15, FFIEC031, FFIEC002, FFIEC009 and etc.) is a must
- Proficiency with Power BI development, including data modeling, report creation, and data visualization is a plus
- Minimum 6 years of experience in financial reporting, regulatory reporting, risk management, or related field in banking industry. Proven ability to lead and inspire a team, fostering a collaborative and high-performance culture.
My client is an international bank and is looking to bring on a Project Finance Credit Risk VP to join their NY branch. This role will be supporting a portfolio of project finance transactions in the US.
Responsibilities include
- Prepare Project Finance credit reports, collaborating with colleagues to gather data and context.
- Establish and maintain credit review processes, updating relevant Policies and Procedures.
- Apply credit rating models to provide credit review opinions in reports and targeted reviews.
- Communicate with regulators and auditors regarding the branch's Project Finance exposure.
- Verify report accuracy and recommend actions to ensure integrity before senior management reporting.
- Provide analysis and data to stakeholders as needed.
- Lead preparation, presentation, and discussion at monthly Credit committees and other meetings.
- Support team members by covering absences and managing workload as needed.
Candidate must have had exposure and knowledge of project finance transactions and a background in credit analysis.
This position is in office 3 days/week in Midtown NYC.
A leading Investment Bank, is looking for a VP, Regulatory Change Management to join their growing team. This individual will be responsible for assisting with the design and implementation of their regulatory reporting system.
Additional Responsibilities include:
- Transform and replace existing reporting systems - prepare business requirements to support the system change initiatives
- Interpret regulatory reports, address issues, and implement solutions
- Execute and maintain regulatory reporting data analytics and data quality initiatives
- Work across teams to translate regulatory requirements into implementable data controls
Qualifications:
- Bachelor's in Finance, Risk, or Computer Science
- 6+ years of experience working in Banking or Financial Services
- Experience working with regulatory reports such as the FR Y-15, FR Y-9C, FR 2052a, FR Y-14 etc.
- Understand of risk and internal controls
- Familiarity working with Axiom
About the Company
Our client is a fast-growing, AI-enabled software company building modern workflow and modeling tools for institutional investment teams. The platform replaces manual, spreadsheet-driven processes with standardized, auditable, and scalable solutions that support complex financial decision-making.
Used by sophisticated investment professionals across private markets and advisory firms, the product sits at the intersection of high finance and modern technology—helping teams move faster, reduce risk, and focus on judgment rather than mechanics.
The company is scaling rapidly and is investing across product, engineering, customer enablement, and commercial teams.
About the role - Hybrid Account Manager (Private Markets)
This Hybrid Account Manager role sits between account management, customer success, and commercial growth.
You’ll own relationships with institutional investment teams, guide customers through onboarding and adoption, and identify opportunities to expand usage across the firm. You’ll manage engagements end-to-end—from initial conversations and training through to embedding the platform into live deal workflows.
You’ll work directly with senior investment professionals, translating their existing processes (often Excel-based) into a modern, scalable system. This role is well suited for someone who enjoys staying close to the deal process but wants to help build and scale a technology business.
Key Responsibilities
- Own and manage relationships across a portfolio of institutional investment clients and active prospects
- Lead onboarding, training, and workflow design for new teams adopting the platform
- Act as the primary point of contact for customers throughout the lifecycle, from initial rollout through expansion
- Partner with senior investment professionals to understand their workflows and identify areas of deeper value
- Proactively uncover expansion opportunities by staying close to deal teams and usage patterns
- Support early-stage conversations with new firms evaluating the platform, from first introduction to successful deployment
- Collaborate cross-functionally with product and engineering to feed real-world client insight into roadmap decisions
- Develop deep expertise in private markets workflows, financial modeling, and how software improves deal execution
What We’re Looking For
- 2–4+ years of experience in private equity, investment banking, or a closely related finance role
- Strong grounding in financial modeling and deal analysis, with a clear understanding of private markets workflows
- Comfort owning client relationships and operating in a customer-facing role
- Strategic thinker with the ability to translate customer feedback into actionable insights
- Clear, confident communicator capable of engaging senior investment professionals
- Curious, proactive, and comfortable in a fast-moving, early-stage environment
- Exposure to financial software or technology platforms is a plus
Compensation & Equity
This is a full-time role offering:
- Competitive base salary
- Uncapped variable cash compensation tied to individual performance
- Meaningful equity participation in an early-stage, high-growth business
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
Our client is seeking a Lead Risk Analyst to lead credit strategy initiatives that drive healthy growth and profitability across their online and branch networks. You will partner with senior leadership to develop, test, and optimize underwriting strategies - including approvals, line assignments, and pricing and ensure alignment with our risk appetite and funding goals.
Key Responsibilities
- Develop and maintain credit risk, response, and behavior models using SAS, SQL, Python, R, and advanced statistical techniques.
- Evaluate and optimize approval and advance strategies across acquisition and marketing channels.
- Maintain documentation of underwriting strategies and report performance impacts to leadership.
- Monitor portfolio performance to ensure adherence to risk appetite and lifetime return expectations.
- Produce risk reports by compiling, analyzing, and presenting key data trends.
- Represent Risk in cross-functional initiatives and lead assigned projects, guiding team members as needed.
Required Qualifications
- Bachelor’s degree in a quantitative discipline (e.g., statistics, economics, finance, engineering, information systems).
- 5+ years of credit risk management experience, including at least 1 year in digital/online customer acquisition or underwriting strategy.
- Experience in consumer lending and understanding of related regulations and policies.
- Advanced proficiency in SAS, SQL, Python, R, or similar tools.
- Strong Excel skills (advanced formulas, pivots, macros).
- Excellent communication skills and ability to simplify complex analyses.
The Data Science Senior Manager is a strategic leadership role responsible for overseeing a team of data scientists and quantitative analysts within the fraud/ FinCrime domain. The role blends technical depth with leadership, strategic advising, and cross-functional influence. It requires guiding model development, validation, and deployment efforts, while shaping data strategy and driving alignment with executive-level business priorities.
Our client is looking for a subject matter expert in financial crimes/ AML/ fraud detection model development, ideally with previous experience managing teams. This incumbent will play an integral part in the machine learning transformation within the risk organization.
Responsibilities:
- Serve as a thought partner to senior/executive business leaders.
- Anticipate future data and modeling needs; identify trends and emerging technologies.
- Lead financial crime standards for model development, validation, and maintenance.
- Promote innovation in AML modeling by identifying and implementing new techniques while presenting finding to senior stakeholders.
- Hire, manage, mentor, and develop data science talent in an effort to enhance technical capability across the team.
Qualifications:
- Master’s degree in quantitative fields (e.g., Statistics, Data Science, Financial Engineering) with 8+ years’ experience
- Proven leadership in data science or quantitative analytics functions specifically with fraud detdction/ Anti-Money Laundering.
- SQL / NoSQL, ETL, unstructured data, relational databases
- Cloud computing and distributed computing (e.g., AWS, GCP, Spark)
- Python / R / SAS: efficient coding, code controls, reproducibility
- Strong experience building, testing, and validating statistical / machine learning models
- Seen as a strategic advisor and credible voice at senior levels
- Executive presence; can clearly communicate complex concepts to non-technical audiences
Responsibilities:
- The candidate will be part of the Market Risk Stress Scenario team, which focuses on the design and implementation of market risk stress testing scenarios.
- Key member in the process of both internal and regulatory stress testing scenarios.
- The role also involves staying updated on market trends, emerging risks, and macroeconomic themes to enhance the Firm's stress testing framework continually.
- Design the process of stress testing scenarios including the setting of standards, effective challenge of scenario narratives, risk capture and stress loss drivers.
Requires:
- 6+ years of experience working in a market risk or scenario design role within a major banking institution.
- Strong knowledge of market risk concepts (VaR) and experience working across asset classes.
- Technical Skills: Python, VBA, Excel
Overview
This role is with a large bank in their corporate treasury team. There are two openings both at the VP and AVP level (anyone around 4-10 years experience). You'll need experience in various aspects of balance sheet management including: NII forecasting, IRR management, FTP, and more.
Responsibilities
- Advise on execution strategy as well as development of programs and strategic initiatives
- Anticipate business and regulatory trends and risks
- Provide advisory services to executives and business leaders
- Analyze interest rate risk and provide strategic decisions on banks balance sheet
- Daily forecasting of NII and FTP
Qualifications
- 4-10 years of experience preferably in a bank or consulting setting in a corporate treasury or treasury risk function
- Good communication skills
- Experience in ALM touching on either strategy, NII/EVE, IRR, or FTP
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!
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
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
About the Role
Leading Investment Bank is looking for a VP, Capital Reporting to join the Capital Analytics team. The candidate will support calculation of RWA relative to Basel Rule for both credit and market risk. The VP, Capital Reporting will also work closely with key partners leading the RWA transformation efforts such as calculation automation, changes related to Basel III Endgame readiness, CCAR, SA-CCR as well as work with regulatory policy to interpret rule changes.
The VP, Capital Reporting will play a crucial role in supporting the calculation of RWA and ensuring compliance with regulatory requirements.
Responsibilities
- Calculate quarterly capital ratios and credit and market risk weighted asset calculation for the Bank Holding Company.
- Analyze Basel RWA Reporting based on US Regulatory requirements.
- Test case reviews and user acceptance testing of the calculation engine automation.
- Work with IT on systems implementation.
- Improve governance, efficiency and control through process optimization, and proactively identifying and remediating areas of regulatory deficiencies.
- Identify opportunities for automation, increased transparency, and enhancement of business processes.
Qualifications
- Bachelor’s degree in finance, accounting or similar discipline.
- 8+ years of related work experience.
- RWA calculation experience necessary
My client is looking to hire a Project Finance Portfolio Management Associate to join their global business.
The Project Finance PM will serve a portfolio management function in my clients Project Finance portfolio. The role involves credit monitoring, control, and administration to proactively identify potential credit issues. They also analyze amendment/consent/waiver requests, assess their credit impact, and prepare credit approval applications with recommended actions.
Other responsibilities include:
- Independently oversee and manage a diverse portfolio of Project Finance transactions in industries including thermal power, renewable power, infrastructure, oil & gas, and mining.
- Perform credit monitoring, control, and administration to proactively identify and address potential credit issues.
- Analyze and evaluate amendment/consent/waiver requests, assessing their impact on credit and preparing credit approval applications with recommended actions.
The ideal candidate will have 3-5 years of experience in portfolio management/credit risk and either project finance, oil & gas, energy, utilities or infrastructure.
This position is hybrid in NYC.
Job Description
- Create governance framework around enterprise risk
- Communicate challenges, issues and decisions to senior management and internal stakeholders
- Work with leadership to deliver on risk and regulatory change and technical initiatives
- Advise on new regulations and strategic risk management objectives to internal and external stakeholders
Professional Skills
- 2+ years of experience in financial services, Regulator or management consulting (with financial services clients - specifically sell-side/banking clients)
- Bachelor's Degree, Professional Certification (i.e. CFA or FRM is preferred)
- Prior experience in new business continuity or records retention within a large bank is a plus
- Previous experience in credit, market, liquidity, operational or enterprise risk
- Previous consulting experience is a plus
- Previous experience in enterprise risk is a plus
- Excellent verbal, written and interpersonal communication skills
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!
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 pinlock/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!
GTM / Account Manager – Investment Banking & Credit (Hybrid NYC)
We are hiring a GTM professional to join a growing fintech platform that sells software directly into investment banking and credit teams.
The product supports deal teams by standardizing core financial analysis and improving consistency across underwriting and transaction workflows. Clients include large financial institutions and advisory firms active in M&A and capital markets.
This role combines account management, new business development, and close collaboration with product, with full ownership of client relationships.
What You’ll Do
- Own client relationships end-to-end, from initial engagement through onboarding, adoption, expansion, and renewal
- Operate in a hybrid account management / sales role, focused on long-term relationships rather than high-volume transactional selling
- Work closely with investment banking and credit teams to understand their processes and usage patterns
- Partner with internal product and engineering teams to relay customer feedback and workflow requirements
- Manage a portfolio of strategic accounts and contribute to new revenue growth
Who This Is For
- Experience selling software, data, or workflow tools into investment banks or credit-focused financial institutions
- Familiarity with how banks evaluate, purchase, and deploy enterprise software
- Comfortable owning revenue while remaining close to client workflows and product evolution
- Strong communicator with senior stakeholders
- Motivated by ownership, accountability, and long-term growth
Role Details
- Hybrid role based in New York City
- Compensation above market for comparable GTM and account management roles
- Opportunity to join a scaling team with strong traction and continued investment in go-to-market growth
Why Consider This Role
This role offers more ownership, product exposure, and compensation upside than a typical enterprise sales or account management position, while staying closely connected to sophisticated financial clients.
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!
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!
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
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
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
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!
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
- Spearhead the end-to-end delivery of a bond analytics library, applying deep product knowledge in fixed income asset classes.
- Lead the development, validation, and production deployment of models supporting pricing and market risk management.
- Design and maintain robust, scalable quantitative libraries for production use, ensuring performance and resilience.
- Partner closely with fixed income traders, market risk management and technology to ensure analytics solutions meet business requirements.
- Build, mentor, and develop high-performing quantitative talent, promoting a culture of technical excellence and innovation.
Requirements:
- 10+ years of experience in a Quantitative Strategist role with a focus on pricing and market risk models.
- Proven track record of building and leading teams and delivering complex, enterprise-scale initiatives.
- Outstanding knowledge of fixed income pricing and market risk concepts.
- Strong interpersonal skills with ability to hold high profile conversations with trading desks and market risk teams.
- Advanced Python skills with strong quantitative and statistical modelling capabilities.
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
Role:
A leading Investment Bank, is looking for Consultants to support User Acceptance Testing (UAT) activities for their AxiomSL regulatory reporting platform implementation.
The scope of this engagement includes UAT support for the following U.S. regulatory reports: FR Y-9C, FFIEC 002, FFIEC 031, FFIEC 009, FR Y-15.
Responsibilities:
- Design and execute UAT activities while also validating automated outputs against existing manual processes, perform dry runs, develop supporting documentation to enable sustainable operations for the in-scope regulatory reports, and work on any other relevant activities per direction of the Financial Regulatory Reporting Team.
- Review existing manual EUC-based processes, Business Requirement Documents (BRDs), and available strategic data sources.
- Define UAT scenarios and test conditions aligned with regulatory requirements and report logic.
- Identify and resolve testing variances.
- Develop UAT test cases for the in-scope regulatory reports.
- Execute UAT testing
- Document test results, including evidence, issues, and observations.
- Support walkthroughs of UAT results with Mizuho Reporting, Finance, Technology, and Production teams.
- Develop documentation applicable to the automation of the regulatory reports, which include the target operating model, service level agreement documentation, RACI matrix, and procedures and process documentation
Our client is a mid-sized, growing private credit investment firm based in Chicago that's looking for a Finance Associate that will support the firm’s back-office and 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 licensed)
- Background in Big 4 public accounting strongly preferred, though not required
- Exposure to asset management, investment funds, credit, or financial services is a plus
- 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
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
Responsibilities:
- Designing, develop and test market risk infrastructure to achieve greater functionality of market risk management practices
- Optimize and enhance the bank's market risk models, including the automation of manual processes for market risk management.
- Collaborate with Market Risk and IT teams to understand engineering requirements and translate them into insights.
- Design and maintain data pipelines using Python to extract, clean, and transform data from various sources for risk calculations.
Requirements:
- 7+ years of experience in Market Risk Engineering/Market Risk Data within an investment banking environment.
- Masters in an Engineering/Quant/Computer Science/Finance related field.
- Understanding of market risk concepts: Value-at-Risk (VaR), stress testing, and backtesting
- Technical Skills: Python, VBA, SQL, Excel,
My client, an up and coming firm specializing in Private Equity and Venture Capital funds, located in South Connecticut, is looking to grow their team and bring in a couple of new Fund Accounting Managers to service their ever increasing clientele.
Prior experience in dealing with medium to large size Private Equity clients is required. As well as in-depth knowledge in fund accounting/operations. Public accounting backgrounds are a big plus!
Responsibilities:
- Manage the 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.
- Review fund performance metrics and analyze financial data to provide insights to senior management and investors.
- Coordinate fund launches, closings, and capital calls/distributions in accordance with fund documents and regulatory guidelines.
- Manage relationships with investors, auditors, and tax advisors to ensure seamless fund operations and compliance with reporting deadlines.
- Lead and mentor a team of fund accountants, providing guidance on technical matters, performance feedback, and professional development opportunities.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; CPA or CFA designation preferred.
- 6-12 years of progressive experience in fund accounting within the private equity or venture capital industry.
- Proficiency in accounting principles (GAAP/IFRS) and familiarity with fund accounting software (e.g., Investran, Allvue, eFront).
- Strong analytical skills and attention to detail, with the ability to interpret complex financial data and communicate insights effectively.
- Proven leadership abilities, with experience managing teams and driving results in a deadline-driven environment.
- Excellent interpersonal skills, with the ability to collaborate cross-functionally and build relationships with internal and external stakeholders.
Responsibilities
- Driving enhancements to market risk frameworks, policies and standards.
- Leading governance oversight across traded products and risk stripes.
- Partnering with senior stakeholders in Market Risk, Model Risk, Front Office, and Regulatory teams.
- Supporting regulatory interactions and ensuring alignment with global supervisory expectations.
- Contributing to strategic projects that shape the firm’s future-state risk management architecture.
Requirements:
Experience: 7+ years of experience in a market risk role within a major Investment Banking institution.
Education: Bachelors, Masters preferred
Coverage: Product knowledge across asset classes (Equities, Rates, Commodities, Credit, FX)
Interpersonal: Strong ability to collaborate across teams (Market Risk, Compliance, Operational Risk, Finance, Front Office).
My client is an international bank and is looking to bring on a Project Finance Credit Risk VP to join their NY branch. This role will be supporting a portfolio of project finance transactions in the US.
Responsibilities include
- Prepare Project Finance credit reports, collaborating with colleagues to gather data and context.
- Establish and maintain credit review processes, updating relevant Policies and Procedures.
- Apply credit rating models to provide credit review opinions in reports and targeted reviews.
- Communicate with regulators and auditors regarding the branch's Project Finance exposure.
- Verify report accuracy and recommend actions to ensure integrity before senior management reporting.
- Provide analysis and data to stakeholders as needed.
- Lead preparation, presentation, and discussion at monthly Credit committees and other meetings.
- Support team members by covering absences and managing workload as needed.
Candidate must have had exposure and knowledge of project finance transactions and a background in credit analysis.
This position is in office 3 days/week in Midtown NYC.
About the Company
Our client is a fast-growing, AI-enabled software company building modern workflow and modeling tools for institutional investment teams. The platform replaces manual, spreadsheet-driven processes with standardized, auditable, and scalable solutions that support complex financial decision-making.
Used by sophisticated investment professionals across private markets and advisory firms, the product sits at the intersection of high finance and modern technology—helping teams move faster, reduce risk, and focus on judgment rather than mechanics.
The company is scaling rapidly and is investing across product, engineering, customer enablement, and commercial teams.
About the role - Hybrid Account Manager (Private Markets)
This Hybrid Account Manager role sits between account management, customer success, and commercial growth.
You’ll own relationships with institutional investment teams, guide customers through onboarding and adoption, and identify opportunities to expand usage across the firm. You’ll manage engagements end-to-end—from initial conversations and training through to embedding the platform into live deal workflows.
You’ll work directly with senior investment professionals, translating their existing processes (often Excel-based) into a modern, scalable system. This role is well suited for someone who enjoys staying close to the deal process but wants to help build and scale a technology business.
Key Responsibilities
- Own and manage relationships across a portfolio of institutional investment clients and active prospects
- Lead onboarding, training, and workflow design for new teams adopting the platform
- Act as the primary point of contact for customers throughout the lifecycle, from initial rollout through expansion
- Partner with senior investment professionals to understand their workflows and identify areas of deeper value
- Proactively uncover expansion opportunities by staying close to deal teams and usage patterns
- Support early-stage conversations with new firms evaluating the platform, from first introduction to successful deployment
- Collaborate cross-functionally with product and engineering to feed real-world client insight into roadmap decisions
- Develop deep expertise in private markets workflows, financial modeling, and how software improves deal execution
What We’re Looking For
- 2–4+ years of experience in private equity, investment banking, or a closely related finance role
- Strong grounding in financial modeling and deal analysis, with a clear understanding of private markets workflows
- Comfort owning client relationships and operating in a customer-facing role
- Strategic thinker with the ability to translate customer feedback into actionable insights
- Clear, confident communicator capable of engaging senior investment professionals
- Curious, proactive, and comfortable in a fast-moving, early-stage environment
- Exposure to financial software or technology platforms is a plus
Compensation & Equity
This is a full-time role offering:
- Competitive base salary
- Uncapped variable cash compensation tied to individual performance
- Meaningful equity participation in an early-stage, high-growth business
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
Within Treasury, Liquidity Strategy is a unique opportunity for individuals at all levels to manage the firm’s balance sheet and directly contribute to executing the firm’s strategy. Working closely with the Head of Liquidity and Treasurer and other members of senior management, the team is responsible for the design and execution of the firm’s liquidity & funding strategy as well as the primary point of contact for all business lines through Treasury’s global “business coverage” model. The team seeks to optimize the firm’s funding mix to minimize cost in a risk-conscious manner and is a key participant in decision making regarding the allocation of firm liquidity.
The approach to Liquidity management is both holistic and practical; individuals who excel in this role are equally adept at detailed trade-level recommendations and strategic thinking and are expected to develop deep knowledge of the funding products raised within Treasury, as well as the underlying business and client activity supported by that funding.
Responsibilities:
- Working knowledge of assumption methodologies for Internal Liquidity Stress Testing (ILST) across multiple scenarios
- Familiarity with Regulation YY, Liquidity Coverage Ratio (LCR), Cash Flow Projections, Sources & Uses, Net Stable Funding Ratio (NSFR), Resolution Planning is an asset.
- Support execution of the firm’s global deposit raising strategy, considering economic cost, channel diversification, funding capacity, and impact to key liquidity and capital metrics
- Establish and maintain relationships with the firm’s various business lines
- Conduct research and develop presentations on deposit industry, competitor/peer environment, and regulatory landscape impacting funding and deposit raising
- Develop frameworks and conduct scenario analysis to help inform liability risk management focus areas including maturity concentration and macro/market sensitivity
- Identify, analyze, and effectively communicate key deposit risks and trends to internal and external stakeholders including firmwide leadership, committees/boards, and regulators
- Engage with external stakeholders including regulatory agencies, ratings agencies, and funding counterparties
Basic qualifications:
- Relevant Liquidity knowledge and experience
- Excellent analytical skills, with demonstrated ability to perform detail-oriented analyses and present high-level conclusions to senior management
- Excellent risk management mindset, with the ability to identify risks, design mitigating controls, and exercise sound judgment in dynamic conditions
- Highly motivated, detail-oriented self-starter who is comfortable operating in a fast-paced environment and balancing multiple priorities
- Experience managing and interpreting large amounts of data, and analyzing the output to identify trends and present solutions through business intelligence tools such as Tableau
- Functional understanding of financial institution liquidity metrics, Bank balance sheet
- Strong written and oral communication skills with ability to produce polished presentation materials for senior executives
- Strong teamwork and interpersonal skills
We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.
✅ 12+ years in public accounting
✅ CPA or JD required
✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)
✅ Proven leadership & business development experience
✅ Boston-based
This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.
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
Responsibilities:
- Manage time series and historical data for the trading portfolio (Equities, Commodities, Interest Rates, FX, Securitized Products, Traded Credit).
- Work with Market Risk Manager and Model Developers on methodology for historical time series.
- Engage in the optimization of internal tools used for detecting time series data abnormalities.
- Lead front-to-back investigations into data issues
- Support the buildout data governance processes on time series data quality.
- Engage in the enhancement of the database for time series, market data suite, historical time series, benchmarking databases, and market risk systems.
Requirements:
- 3-5 Years of experience in a full time role within a major banking institution covering time series management/data
- Prior experience in sourcing, governing and cleaning time series data.
- Product Knowledge: Derivatives, Securitized Products, Loans.
- Technical Skills: Python, SQL
NEW ROLE: Our client, a fast growing boutique fund servicer specializing in Private Equity investments is looking to grow their team and bring in an Assistant Manager to service their ever increasing clientele. This specific role will be set on an accelerated pathway to 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.
- Lead and train a team of junior staff, providing guidance on technical matters, performance feedback, and professional development opportunities.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field
- 4-8 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.
Leading Financial Institution is seeking a Senior Manager, Technical Accounting who will assist in setting US GAAP policy and delivering guidance on US GAAP and IFRS accounting standards. He/she will develop, maintain, and implement policies, procedures and methodologies in coordination with head office IFRS accounting policies.
This individual will have the opportunity to join a growing team, a hybrid work environment, as well as strong work life balance.
The best candidate has:
- CPA, CA, MBA, or MS in accounting preferred
- Strong knowledge of US GAAP and IFRS
- 6+ years experience in accounting policy or technical accounting
The company offers:
- lucrative base salary, bonus, and benefits
- hybrid work environment - 4 days in NYC office
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.
Responsibilities:
- Engage in the development of Market Risk models across all asset classes.
- Carry out quantitative research in the enhancement of Market Risk models & methodologies.
- Engage with Senior Risk executives in the optimization of the models.
- Generate technical tools which enhance market risk analysis across the organization.
- Design the Python libraries which will support the market risk modeling process.
- Ensure that market risk methodologies & models comply with the organizations model risk framework.
Requirements:
- 5+ years of experience in a market risk modeling role within a major investment bank.
- Hands on experience working with Value at Risk (VaR) and counterparty exposure models.
- Masters Degree in a quantitative field
- Product Knowledge: Rates, FX, Equities, MBS, Credit, Commodities
- Technical Skills: Python, SQL, VBA
Responsibilities:
- The candidate will be part of the Market Risk Stress Scenario team, which focuses on the design and implementation of market risk stress testing scenarios.
- Key member in the process of both internal and regulatory stress testing scenarios.
- The role also involves staying updated on market trends, emerging risks, and macroeconomic themes to enhance the Firm's stress testing framework continually.
- Design the process of stress testing scenarios including the setting of standards, effective challenge of scenario narratives, risk capture and stress loss drivers.
Requires:
- 6+ years of experience working in a market risk or scenario design role within a major banking institution.
- Strong knowledge of market risk concepts (VaR) and experience working across asset classes.
- Technical Skills: Python, VBA, Excel
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
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.