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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.

A 20 year old private equity fund located in Darien, CT is looking to hire a Senior Fund Accountant to report directly to the CFO! This is a boutique firm with a diversified investment strategy including, but not limited to, consumer products, SaaS, media, and healthcare. This position is open due to the previous person in the role receiving a promotion, as well as the company's growth.

This is a hands on role that will have a high level of exposure to leadership, mentorship, and the opportunity to work in a broad back office capacity.

Responsibilities:

• Prepare capital calls and distributions
• Create and distribute notices and quarterly letters to investors alongside the IR team
• Calculate management fees, waterfalls and carried interest
• Prepare quarterly financial statements
• Calculate performance metrics, including IRR
• Assist with year end audit and tax prep
• Cash and bank reconciliations
• Ad hoc projects as assigned by CFO and IR team

Requirements:

• 3-8 years of experience in accounting in public accounting, private accounting or a fund administrator
• Private Equity experience required
• CPA 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 business development representative to help grow the business through outbound lead gen and following up on both warm and cold inbounds

My client is looking to add a Director level headcount to the flagship team dedicated to investments within data centers in North America.

Roles/Responsibilities:

• Primarily responsible for underwriting and executing investments, while also have the opportunity source and originate new investments

• Investment execution includes deal structuring, evaluating optimal capital structure, sourcing and negotiating bank and tax equity financing, and leading buy-side/sell-side M&A activities

• Leading/supporting strategic and financial due diligence for new investments

• Working as a collaborative and value-add member across all aspects related to deal sourcing, financing, execution and business development

Qualifications:

• 10+ years of relevant experience in energy and/or infrastructure investing, preferably at a developer/IPP, investment bank and/or PE/Infra fund

• Demonstrable record of successfully leading the underwriting and leading the execution of infrastructure, private equity or related investments

• Experience with – and strong understanding of – renewable energy investing

• Strong network of suppliers/contractors, developers/IPPs, investment bankers, financing sources and origination channels

• Successful experience managing teams and strong leadership skills

• Excellent quantitative and analytical skills and very strong attention to detail

• Strong written and verbal communication skills

• Able to work in a dynamic, fast-paced environment and to adapt quickly to changing priorities

• Undergraduate degree from a top academic institution

• MBA and/or CFA not required but preferred

Roles/Responsibilities:

• Primarily responsible for underwriting and executing investments, while also have the opportunity source and originate new investments

• Investment execution includes deal structuring, evaluating optimal capital structure, sourcing and negotiating bank and tax equity financing, and leading buy-side/sell-side M&A activities

• Leading/supporting strategic and financial due diligence for new investments

• Working as a collaborative and value-add member across all aspects related to deal sourcing, financing, execution and business development

Business Development Representative – Outbound (Fintech / Fixed Income)

Location: Hybrid (New York City)

Type: Full-time

We’re hiring an Outbound Business Development Representative (BDR) to join a growing fintech sales team focused on the fixed income investment management space.

This role sits at the front of the commercial engine and is responsible for generating pipeline, engaging senior decision-makers, and setting qualified meetings for a high-performing Account Executive team.

The Role

• Execute targeted outbound prospecting via phone, email, LinkedIn, and other channels
• Identify and engage decision-makers across asset managers, RIAs, broker-dealers, trust companies, and institutional investors
• Research and qualify prospective accounts within the fixed income investment management ecosystem
• Apply structured qualification frameworks (e.g. MEDDIC or similar) to assess opportunity fit
• Schedule high-quality meetings and product demonstrations for Account Executives
• Maintain accurate activity, notes, and lead status within Salesforce
• Collaborate closely with Sales and Marketing on messaging effectiveness and campaign feedback
• Consistently hit monthly and quarterly targets for meetings booked and pipeline generated

What We’re Looking For

• 2–4 years of experience in an outbound SDR / BDR role within fintech, SaaS, or financial services
• Exposure to fixed income, capital markets, or investment management environments strongly preferred
• Comfortable engaging C-level and senior investment professionals
• Proven track record of meeting or exceeding activity and quota-based targets
• Experience using Salesforce and modern sales engagement tools (e.g. SalesLoft)
• Strong written and verbal communication skills
• Organised, coachable, and motivated in a high-growth environment

What’s On Offer

• Competitive base salary plus uncapped commission
• Structured sales training and ongoing professional development
• Direct exposure to experienced sales leadership
• Full benefits package including health, dental, vision, and 401(k)
• Opportunity to build a strong foundation for a long-term career in fintech sales

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,

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

• Oversee all aspects of credit strategy
• Originate credit opportunities in North America & Europe across performing and stressed/distressed asset classes including loans, bonds, CDS, public & private equity, mezzanine etc
• Oversee team of analysts within credit team
• Responsible for identifying credit opportunities, overseeing due diligence & serving as primary point person
• Proven relationships within Private Credit is a must

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).

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.

Taurus is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional, ideally with leadership experience, to join a newly created role as they continue to bring on major clients 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 firms in the industry.

Responsibilities Include:

• Act as the primary point of contact for the assigned clients
• Work with the client's internal teams to manage fund operations, capital calls, distributions, valuations, cash monitoring, management fees and reporting functions
• Prepare and review quarterly financial statements, investor letters, and other required assignments
• Assist with managing investor inquiries, fielding reporting questions, and other ad hoc requests
• Escalate issues to the client managers as appropriate
• Work with the client managers for client calls and management of client relationships

Requirements:

• 6+ years in fund accounting, public accounting, or fund administration
• Strong understanding of PE fund structures and operations
• Bachelors degree required
• CPA or MBA a plus

Taurus is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional, ideally with leadership experience, to join a newly created role as they continue to bring on major clients 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 firms in the industry.

Responsibilities Include:

• Act as the primary point of contact for the assigned clients
• Work with the client's internal teams to manage fund operations, capital calls, distributions, valuations, cash monitoring, management fees and reporting functions
• Prepare and review quarterly financial statements, investor letters, and other required assignments
• Assist with managing investor inquiries, fielding reporting questions, and other ad hoc requests
• Escalate issues to the client managers as appropriate
• Work with the client managers for client calls and management of client relationships

Requirements:

• 6+ years in fund accounting, public accounting, or fund administration
• Strong understanding of PE fund structures and operations
• Bachelors degree required
• CPA or MBA a plus

A leading Investment Bank, is looking for a VP, Regulatory Reporting to lead submission of the Branch reports to the FRB. Responsibilities include but are not limited to:

• Preparing and submitting the FFIEC002, FFIEC019, FR2420, FR2644, FR2900 FR2915, TFC-1, TIC BC, BL, BQ, FR Y-10, FR Y-6, and FR Y-7
• Preparing and submitting Cayman Branch FFIEC002s and CIMA filings
• Assist with annual reports to NY State Department of Financial Services
• Assist with Broker Dealer FINRA Reporting of FOCUS, Schedule I, SSOI, OBS. FRB reporting of TIC Form S, SLT, SHC
• Prepare quarterly analytical package with trend analysis and variance summary for CFO
• Liaise and answer FRB and FINRA inquiries

Qualifications:

• Bachelors Degree in Accounting, Finance, or related field
• 5+ years of regulatory reporting experience, preferably branch reporting experience

My client, a leading Investment Bank, is looking for a VP to join their growing Global Regulatory Reporting Team. This individual will be responsible for:

Your role

• Preparation and review of Federal Reserve reports (e.g. FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900,), Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g. BE-605, BE-15, and BE-125) with the ability to interpret the relevant regulatory instructions.
• Ensure integrity of the data, reconcile differences and perform regulatory calculation
• Improve the process and control effectiveness of the reports
• Ensure that regulatory reports are accurate and submitted on time to the regulators
• Partner with key stakeholders on regulatory related issues to support BHC regulatory report enhancement projects
• Perform impact analysis on new products

Your expertise

• University degree in accounting, business or similar field
• Minimum of 7-10 years of experience working in Regulatory Reporting
• Strong knowledge of Regulatory Reporting requirement and preparation of the FR Y-15, FR Y-9C, FFIEC 009, Call report, etc.

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

Taurus has been hired to bring on a strong Assistant Controller who has the professional maturity and capabilities to quickly ascend to Controller. The ideal candidate have a strong history in public and private accounting within the asset management sector, particularly with Private Equity. This is a young fund with about 5 years in the business sitting at $3B in AUM. An agile and broad-skilled individual will be successful in this role and have the ability to grow alongside this organization.

Responsibilities

• Handle the fund accounting process, including month end close and financial statements
• Work with auditors, fund administrators and tax providers
• Quarterly valuations and provide information and reporting to senior leadership
• Run management company accounting and reporting functions
• Work alongside investor relations on various projects on an ad hoc basis
• Support CFO in all financial matters of the organization
• Work closely with CFOs of portfolio companies for reporting needs and financial oversight

Qualifications

• Bachelor's degree in Accounting or relevant field
• 5-8 years experience in accounting
• Previous experience in Big Six accounting firms required
• CPA highly preferred
• Strong technical, analytical, communication and presentation skills
• Proficient in Microsoft Office suite

Corporate Credit & Relationship Manager — International Bank (Midtown NYC, Hybrid)

An international bank is hiring a Corporate Credit & Relationship Manager to join its front office team. This is a high-visibility role managing key corporate relationships, leading underwriting, and overseeing a diversified portfolio of U.S. and Japan-based borrowers.

What You’ll Do:

• Own and grow corporate client relationships
• Lead credit underwriting and deal execution
• Manage a dynamic portfolio across the U.S. and Japan
• Partner closely with senior leadership and front office teams

What We’re Looking For:

• Bilingual in Japanese
• Strong credit analysis experience
• 4+ years in finance (credit, corporate banking, or related roles)
• Hybrid role in Midtown NYC
• Must be a U.S. citizen or green card holder

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.

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.

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, a global investment manager who is focused on renewable investments within solar and wind in North America is looking for a VP to join their North American investments team.

This role will be sat within in the main team investing from the flagship fund.

Responsibilities include:

• Originating deals within renewable energy PE
• Extensive networking within the wind and solar financing space
• Leading efforts for creating, maintaining, and reviewing financial models, equity structures and debt financing
• Manage deal execution team, interacting with both junior and senior deal team members etc
• Analysis of both tax equity and debt financing structures

Requirements:

• · 7+ years of experience in energy or infrastructure energy projects
• · Relevant experience within M&A, financing or development projects.
• · Previous North American experience is a must
• · Strong demonstrable attention to detail when reviewing documents specifically acquisition documents, off-take agreements, shareholder agreements and project financing documents etc

Key Responsibilities:

1. Due Diligence - Lead due diligence efforts on renewable energy investments, encompassing financial, technical, legal, and environmental assessments. Collaborate with external advisors and experts to conduct in-depth analyses. Assess the potential risks and opportunities associated with each investment.
2. Financial Modeling and Valuation - Develop and maintain advanced financial models to assess the financial performance and potential returns of renewable energy investments. Perform valuation analyses and sensitivity testing to support investment decisions.
3. Transaction Execution - Play a key role in structuring and negotiating investment transactions. Work closely with legal and financial teams to draft and review transaction documents. Coordinate with deal counterparts to ensure efficient deal closure.
4. Market Research and Strategy - Stay updated on renewable energy industry trends, regulatory changes, and market developments. Contribute to the development of investment strategies based on market insights.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field (MBA preferred).
• 3+ years of experience in Private equity, Investment Banking, or related fields.
• Strong financial modeling and valuation skills.
• Knowledge of the renewable energy sector and its technologies.
• Exceptional analytical and problem-solving abilities.
• Excellent communication and presentation skills.
• Strong teamwork and interpersonal skills.

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.

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.

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

If you’re an experienced Audit Senior or Audit Manager ready for your next smart move - one with balance, growth, and real partnership potential - this one’s worth a look.

You’ll lead audits across traditional banking clients - community banks, credit unions, and financial institutions - while working directly with Partners who mentor and invest in your progression.

This is a visible, high-impact role where you’ll manage client relationships, guide teams, and have the space to grow into Senior Manager and beyond.

What’s on offer

• Hybrid working (typically 2 - 3 days in office + client site travel)
• Competitive base + discretionary annual bonus
• Real work-life balance
• Exposure to both private and SEC clients - you will get trained in SEC if needed
• No director layer - clear path from Manager - Senior Manager - Partner
• Supportive, collaborative culture (no internal competition for promotions)

What we’re looking for

• At least 5 completed busy seasons in external audit
• Experience working with clients in the banking/financial institutions space
• Strong client management and team leadership skills
• Valid driver’s license and comfort traveling to client sites
• Work authorization in the U.S. (no sponsorship)

Internal Financial Audit & Risk Manager – Asset Management

Join a well established Internal Audit team and work with one of there key Asset Management Clients. This high-visibility role offers direct exposure to senior leadership and the chance to work with private equity and investment management clients.

Requirements:

• CPA or CIA certification
• 4+ years of audit experience (public accounting and/or internal audit)
• Background in asset management, investment funds, or private equity

What’s on offer:

• Base salary up to $150k+ depending on experience
• Full benefits and performance bonus
• Collaborative culture with strong work-life balance
• Clear progression opportunities within a growing team

My client is looking to hire an experienced senior salesperson to join their industry-leading bespoke global risk and insurance company.

This exciting position on the Reps and Warranties team will allow you to work closely with global clients to identify the key risks in every transaction, enabling them to structure effective risk transfer solutions.

As much of this job will involve interacting with the legal, private equity, energy, and infrastructure communities, experience in or knowledge of those businesses will be a benefit.

Applicants should be personable, outgoing, and professional. The role will involve a significant amount of telephone and in-person interaction with sophisticated business professionals.

Qualifications:

• At least 5 years of new logo sales, preferably into Law, Private Equity, or Energy
• Can work in a fast-paced, dynamic yet strategic and consultative environment handling complex solutions.
• Must live in the Houston area

About the position:

Reporting to the Treasurer, the Treasury Markets Director will lead the strategic management of the firm’s HQLA portfolio and oversee interest rate risk mitigation strategies. This role is critical to ensuring optimal liquidity positioning, regulatory compliance, and balance sheet resilience within the broader framework of the global treasury strategy.

About the department:

The function facilitates risk and funding transfers from business lines to the Group Treasury books, sourcing funding from both the local U.S. market and Group-level channels. It actively manages associated interest rate, FX, and liquidity risks through the use of derivatives, including interest rate swaps and FX forwards.

In addition, the desk oversees the management of the HQLA portfolio to ensure compliance with LCR and NSFR requirements, while optimizing yield and liquidity. The team also leads interest rate hedging strategies to mitigate structural risk on the U.S. balance sheet.

Responsibilities :

Investment Management (HQLA)

• Manage the HQLA portfolio in the region in alignment with liquidity requirements
• Optimize asset allocation across Treasuries, Agencies, and other eligible instruments
• Collaborate with Head Office treasury to align investment strategy with group-level objectives

Interest Rate Risk Management

• Design and execute hedging strategies to manage interest rate risk across the U.S. balance sheet
• Monitor daily interest rate risk exposures against approved limits
• Oversee IRRBB exposure for the Americas region
• Ensure compliance with hedge accounting standards and documentation requirements

Market Intelligence

• Monitor macroeconomic trends, central bank policy developments, and market conditions relevant to interest rate, FX, and liquidity risks
• Contribute to internal market commentary and strategy discussions across GT and other functions

Qualifications and Competencies

• 10+ years of experience in treasury, trading, or fixed income portfolio management
• FINRA SIE, Series 7, and Series 63 licenses are required, or must be obtained within a reasonable timeframe following onboarding.
• Deep understanding of HQLA requirements, interest rate derivatives and regulatory frameworks
• Strong analytical skills and familiarity with Bloomberg, risk systems and treasury flatforms
• Excellent communication and leadership abilities, with experience managing cross-boarder stakeholders
• Knowledge in Python and/or SQL/VBA preferred

My client is an international bank seeking a Hedge Funds Credit Risk Analyst at the AVP or VP level.

This position will supply coverage for Hedge Funds. You will be responsible for conducting thorough analyses of market, industry, and client credit, providing clear recommendations on credit decisions and suitable risk ratings. Additionally, you will prepare annual credit and industry reviews, monitoring monthly/quarterly financial performance as needed as well as perform credit due diligence and continuously monitor Counterparty performance and credit exposures within authorized limits, terms, and reporting requirements.

Qualifications:

• Bachelors degree required
• 3+ years of relevant credit experience with exposure covering Hedge Funds
• Familiarity with the existing formats of capital markets transactions and originations
• Familiarity with documentation, including MSFTA/MSLA/MRA.
• Strong collaboration skills required both across the risk division and with other partners such as business lines, legal and compliance teams
• Ability to work under pressure and to meet tight deadlines

This position is based in NYC and is hybrid.

Our client is a major player in the consumer lending space and looking for a strong risk analytics manager to join their team! This role partners closely with senior management to design and implement underwriting strategies that empower digital customer acquisition channels. The role will also monitor, analyze, and refine credit risk performance across online portfolios, while managing eligibility criteria for a nationwide branch network.

Responsibilities:

• Develop and maintain credit risk, response, and behavioral strategies using advanced modeling techniques and tools such as SAS, R, and Python to enhance lending decisions across channels.
• Evaluate and validate lending and marketing decisions across acquisition channels, leveraging improved segmentation and analytics to optimize approval and advance strategies.
• Design and execute testing frameworks; champion or challenge new strategies to improve volume-to-risk trade-offs and overall performance.
• Prepare detailed risk reports by compiling, monitoring, and analyzing data trends, and producing clear, routine performance updates.
• Lead assigned projects by planning workloads, coordinating team resources, and ensuring timely, successful execution of goals.
• Serve as a mentor and subject-matter resource for team members, providing guidance and knowledge sharing.
• Perform additional responsibilities as needed to support operational demands and maintain superior service quality.

Requirements:

• Bachelor’s degree in a quantitative field (e.g., Statistics, Economics, Finance, Engineering, Information Systems) with a strong academic record.
• Minimum of four (4) years of credit risk management experience (customer acquisition strategy development preferred)
• Experience in consumer lending or financial services, with working knowledge of consumer lending regulations, policies, and procedures.
• Advanced proficiency in SAS, SQL, or comparable analytic tools.
• Ability to clearly communicate complex information to diverse audiences through presentations, reports, and other communication mediums.
• Excellent verbal and written communication skills
• Results-oriented mindset with the ability to turn strategic plans into actionable outcomes.

Taurus Search is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional coming from either Public Accounting or Fund Administration to join a newly created role as they continue to bring on major clients in private equity and private debt, heading into 2026!

This is a chance to work in a flexible environment where you can get high levels of exposure to senior leadership, have opportunities for advancement, and work with some of the top private equity and debt firms in the industry.

This is a fantastic opportunity to work in a client oriented role where this individual can gain exposure to a variety of fund structures to diversify their skillset.

Responsibilities Include:

• Review capital contribution and distribution calculations, management fees, cash reconciliations and expense schedules
• Prepare the quarterly incentive allocation models based on the agreement terms in place
• Prepare the quarterly and annual financial statements and any supplemental reports and metrics required
• Assist with support materials for audits and work closely with auditors during audit season
• Distribute investor notices and work through notices in the investor portal
• Handle incoming LP requests, investor inquiries and and any additional needs from Client Managers
• Support new fund closings and onboarding activities
• Manage and support junior fund accountants - providing coaching as needed

Requirements:

• 3-5 years in public accounting, or fund administration
• Strong understanding of PE fund structures and operations
• Bachelors degree required
• CPA a plus

Taurus Search is working with a fast paced start up in the fund administration space. Our client is looking to hire a strong accounting professional, ideally with leadership experience, to join a newly created role as they continue to bring on major clients in private equity and private debt, 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 role will be the primary point of contact for a portfolio of client accounts - handling the coordination between the clients and the internal teams on product delivery.

Responsibilities Include:

• Act as the primary point of contact for the assigned clients
• Develop an in-depth understanding of the assigned client's fund structures and SOPs.
• Assign workload and necessary deadlines for: capital calls, distributions, valuations, cash monitoring, management fees and reporting functions
• Review and finalize quarterly financial statements, investor letters, and other required assignments
• Assist with managing investor inquiries, fielding reporting questions, and other ad hoc requests
• Coach and mentor team members in all aspects of work
• When issues arise, create innovative solutions and manage follow up
• Act as an advisor to clients

Requirements:

• 5-7 years in fund accounting, public accounting, or fund administration
• Strong understanding of PE fund structures and operations
• Bachelors degree required
• CPA or MBA a plus

🚀 Business Development Associate | San Francisco, CA

My client is a venture-backed technology company building tools that connect specialized experts with some of the most innovative organizations in the AI space. Their platform enables companies to source, vet, and onboard highly skilled professionals who support the training and evaluation of advanced AI systems.

Why Join

• Fast-growing, well-funded startup in the AI ecosystem
• Trusted partner to leading organizations driving innovation
• Small, high-impact team where your work has immediate visibility
• Clear career progression with strong mentorship and growth opportunities

The Opportunity

As a Business Development Associate, you’ll play a critical role in identifying and engaging top professionals who help power the company’s expert network. This is an ideal role for someone early in their career who wants to build strong sales and sourcing skills in a fast-moving, high-growth startup.

What You’ll Do

• Source & Recruit Experts: Identify and engage top professionals using tools like LinkedIn Recruiter and Sales Navigator.
• Expand Sourcing Channels: Test new outreach strategies to bring in qualified talent at scale.
• Build Relationships: Develop meaningful connections with domain experts to ensure long-term collaboration.
• Manage Pipelines: Track and manage outreach funnels to deliver talent efficiently.
• Collaborate: Work closely with internal teams to improve sourcing workflows and results.
• Contribute to Growth: Help drive the expansion of the company’s expert network and client impact.

What We’re Looking For

• 1–2 years of experience in recruiting, outbound sales, or lead generation
• Familiarity with sourcing tools (e.g., LinkedIn Recruiter, Sales Navigator)
• Strong communication and relationship-building skills
• Energetic, goal-oriented, and organized
• Thrives in fast-paced, high-growth environments

Account Manager – Remote (U.S.)

About the Company

Our client is a global leader in delivering subscription-based information and regulatory solutions to the financial services sector. Their platforms provide instant access to premium analysis and monitoring tools, helping clients manage complex cross-border, compliance, and operational challenges. With over two decades of experience, the business continues to grow internationally, investing heavily in product innovation and AI to strengthen its market position.

The Role

To accelerate global revenue growth and build out the U.S. market, the company is hiring its first U.S.-based Account Manager. This role will be instrumental in expanding the account management function, working directly with financial services clients across multiple product lines.

You’ll serve as the dedicated point of contact for a defined portfolio of accounts, overseeing renewals, driving adoption, and uncovering cross-sell opportunities. Partnering with in-house subject matter experts, you’ll lead client meetings, ensure customer satisfaction, and negotiate commercial agreements.

Key Responsibilities

• Own a portfolio of accounts, managing renewals and driving expansion.
• Lead client meetings and presentations in partnership with technical experts.
• Drive adoption and engagement within client organizations.
• Manage commercial negotiations on fees and contracts.
• Keep records and pipeline activity up to date in CRM.
• Provide feedback on product, process, and marketing improvements.
• Represent the company at industry conferences and events.

What We’re Looking For

• Proven account management or sales experience in professional or financial services.
• Background in subscription-based data, information, or technology solutions (preferred).
• Strong ability to engage senior stakeholders and build long-term relationships.
• Comfortable partnering with technical experts to deliver compelling presentations.
• Customer-focused mindset, attention to detail, and excellent organizational skills.
• Collaborative and positive approach with ambition for personal and professional growth.
• Familiarity with Salesforce CRM (or similar) a plus.

Why Join?

This is a rare opportunity to step into a pivotal U.S.-based role with a high-growth global company. You’ll work alongside industry experts, gain exposure to cutting-edge solutions, and play a central role in shaping client relationships across a rapidly expanding business.

About the Company

We’re a rapidly growing data and insights platform powering decision-making across the renewable-energy and infrastructure finance sectors. Our intelligence tools and events connect developers, investors, and advisors with the market information they need to fund, build, and manage clean-energy projects across North America and Europe.

The Role

As an Account Manager, you’ll own a portfolio of clients and play a central role in retention, renewal, and expansion. You’ll work closely with customers to ensure they’re extracting maximum value from the platform—renewing subscriptions, identifying growth opportunities, and deepening engagement. This position is ideal for someone who enjoys consultative sales, client strategy, and data-driven storytelling within a high-growth, mission-driven environment.

Key Responsibilities

• Manage a defined book of clients across the energy and finance ecosystem.
• Proactively engage accounts to drive adoption, satisfaction, and renewal.
• Identify upsell and cross-sell opportunities for additional licenses and bolt-on offerings.
• Collaborate with internal teams to ensure seamless client experience and solution delivery.
• Maintain visibility of renewal pipeline and track client health metrics.
• Deliver quarterly business reviews highlighting ROI and platform impact.

What We’re Looking For

• 2–5 years’ experience in Account Management, Customer Success, or B2B SaaS renewals.
• Background in energy markets, data analytics, or subscription-based media preferred.
• Proven ability to manage renewals, drive client retention, and grow existing accounts.
• Strong communication and relationship-building skills across senior client stakeholders.
• Entrepreneurial mindset and comfort working in a fast-paced, collaborative environment.

Why Join

• Direct impact on the clean-energy transition.
• High-growth company culture with meaningful autonomy.
• Competitive compensation and clear career progression.
• Fully remote flexibility across the United States.

B2B SaaS • Renewable Energy • Account Manager • Customer Success • Data Intelligence • Energy Transition • CleanTech • Subscription Sales • Upsell • Renewals • Client Retention • Remote Jobs USA

Customer Success Associate / Client Support Specialist – Fintech SaaS

New York, NY | Hybrid

Are you passionate about helping financial advisors and institutions succeed? Join a fast-growing fintech platform that is transforming how wealth managers deliver value to their clients.

We’re looking for a Customer Success Associate (Client Support Specialist) to serve as the front line for advisor support, onboarding, and relationship management.

What You’ll Do

• Act as the first point of contact for advisors and clients, responding to inquiries via phone, email, and chat
• Guide new users through onboarding, training, and adoption of our technology
• Troubleshoot client issues and partner with product/operations teams to resolve them quickly
• Build relationships that drive engagement, retention, and long-term client satisfaction
• Identify opportunities to improve processes and client experience

What We’re Looking For

• 1–3 years of experience in customer success, client services, account management, or support (fintech, SaaS, or financial services preferred)
• Excellent communication skills with a strong customer-first mindset
• Comfort working in a fast-paced, technology-driven environment
• Ability to manage multiple client requests while staying detail-oriented
• FINRA licensing (Series 7, 63, or 66)

Why Join

• Hybrid NYC office (collaborative, energetic team environment)
• Opportunity to grow your career in fintech / wealthtech with exposure to leading financial advisors and RIAs
• Competitive base salary + bonus + full benefits

If you’re an experienced Audit Senior or newly promoted Audit Manager looking for your next move - a smarter, more balanced step forward - this one’s worth your attention.

You’ll lead a mix of commercial audit engagements, work directly with supportive Partners who actually mentor, and have a clear, transparent pathway toward Partnership.

What’s on offer:

• Hybrid working (2–3 days in office)
• Competitive base + strong annual bonus
• Genuine work-life balance
• Exposure to a diverse, interesting client portfolio
• Mentorship and progression you can actually see

Perfect for an ambitious Senior or Manager who doesn’t want to be pigeonholed - someone ready to grow, lead, and enjoy the work again.

We are 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.

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:

• 8+ years of experience working in a market risk, portfolio 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

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:

• 8+ years of experience working in a market risk, portfolio 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

Our client is an international investment bank looking to secure a leader within their model risk management group as they scale their US footprint. This role would be a people leader with deep expertise in commercial/ wholesale lending. Candidates will be tasked with assessing model soundness, strengthening model governance, and ensuring ongoing model quality. This role requires advanced quantitative expertise and the ability to apply policy-driven judgment.

Key Responsibilities

• Conduct model validations and support model risk governance across SMBC businesses.
• Evaluate conceptual design, implementation accuracy, and ongoing performance of models.
• Develop and apply criteria to assess model inputs, outputs, controls, and reporting.
• Communicate findings and recommendations to stakeholders and senior management.
• Present validation results to the Model Risk Management Committee.
• Maintain adherence to internal standards, timelines, and business continuity requirements.

Qualifications

• 10+ years of wholesale credit modeling or model validation experience in financial services.
• Master’s degree in Quantitative Math, Finance, Physics, or a related field preferred.
• Strong analytical and problem-solving skills including expertise in both SQL and Python.
• Effective written and verbal communication.
• Ability to learn quickly and operate across multiple workstreams.

If you’re an experienced Audit Senior or Audit Manager ready for your next smart move - one with balance, growth, and real partnership potential - this one’s worth a look.

You’ll lead audits across traditional banking clients - community banks, credit unions, and financial institutions - while working directly with Partners who mentor and invest in your progression.

This is a visible, high-impact role where you’ll manage client relationships, guide teams, and have the space to grow into Senior Manager and beyond.

What’s on offer

• Hybrid working (typically 2-3 days in office / client site travel)
• Competitive base + discretionary annual bonus
• Real work-life balance
• Exposure to both private and SEC clients - you'll be trained in SEC if needed
• No director layer - clear path from Manager → Senior Manager → Partner
• Supportive, collaborative culture (no internal competition for promotions)

What we’re looking for

• At least 5 completed busy seasons in external audit
• 50%+ of your audit portfolio in banking/financial institutions (credit unions, lenders, etc.)
• Strong client management and team leadership skills
• Valid driver’s license and comfort traveling to client sites
• Work authorization in the U.S. (no sponsorship)

If you’re an experienced Audit Senior or Audit Manager ready for your next smart move - one with balance, growth, and real partnership potential - this one’s worth a look.

You’ll lead audits across traditional banking clients - community banks, credit unions, and financial institutions - while working directly with Partners who mentor and invest in your progression.

This is a visible, high-impact role where you’ll manage client relationships, guide teams, and have the space to grow into Senior Manager and beyond.

What’s on offer

• Hybrid working (typically 2-3 days in office / client site travel)
• Competitive base + discretionary annual bonus
• Real work-life balance
• Exposure to both private and SEC clients - you'll be trained in SEC if needed
• No director layer - clear path from Manager → Senior Manager → Partner
• Supportive, collaborative culture (no internal competition for promotions)

What we’re looking for

• At least 5 completed busy seasons in external audit
• 50%+ of your audit portfolio in banking/financial institutions (credit unions, lenders, etc.)
• Strong client management and team leadership skills
• Valid driver’s license and comfort traveling to client sites
• Work authorization in the U.S. (no sponsorship)

We are partnering with a leading Advisory firm seeking a Senior 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.

Are you ready to step out of traditional compliance grind and into a client-facing advisory role?

A top advisory firm in Philadelphia is hiring a Tax Manager to work with high-net-worth individuals, entrepreneurs, and family offices. You’ll lead engagements, manage and mentor a team, and deliver strategic tax planning - not just returns.

5–7+ years of tax experience (HNW, partnerships, S-corps, trusts)

CPA/EA required

Big 4 or Top 10 background preferred

Strong leadership + client-facing skills

This is an opportunity to join a high-growth firm that invests heavily in its people, offers competitive pay/bonus, and gives you exposure to entrepreneurial clients making big moves.

Competitive base, performance bonus, 401k match, generous PTO, and comprehensive benefits.

Philadelphia - hybrid with client interaction

If you’re ambitious, technically strong, and ready to accelerate your career, let’s talk.

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 are partnering with a leading Advisory firm seeking a Senior 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.

TOP 50 Firm looking to hire a Tax Partner - Real Estate

$300k - $750k

Client is a large global financial institution that is seeking an AVP or VP Credit Risk Manager to work on the credit risk assessment and credit risk appetite framework for the entire Americas portfolio.

Responsibilities include:

• Perform regular evaluations of portfolio risks across all business lines, using the credit risk framework and structured risk identification processes.
• Develop and apply methodologies and data sources to measure financial and non-financial exposures, including emerging risks, and maintain an updated risk inventory.
• Oversee the annual review of credit risk metrics and the ongoing management of the risk appetite framework, ensuring alignment with strategic objectives and business goals.
• Collaborate with business units and credit approval teams to strengthen risk controls, refine underwriting standards, and maintain effective communication on credit risk practices.

This position is hybrid and in Midtown NYC.

Our client is a large global investment looking to scale their risk data management programs and searching for an experience leader to join their team. The Vice President – Risk Reporting will be part of the Risk Department (RMDAD), reporting to the Director of Risk Reporting. This role leads the production, governance, and continuous enhancement of enterprise risk reporting, ensuring reporting accuracy, transparency, and regulatory compliance.

Responsibilities:

• Lead the timely, accurate, and complete production of key regulatory and management risk reports covering credit, market, liquidity, and operational risk.
• Oversee end-to-end reporting processes to ensure data integrity, clear interpretation, and consistency across the institution.
• Ensure all reporting meets internal policy expectations as well as regulatory standards, including BCBS 239 principles for risk data aggregation and reporting.
• Define and maintain inventories of key data elements (KDEs) driving risk reports.
• Document data lineage, validate transformations, and ensure robust data quality controls.
• Develop and publish data quality scorecards and reporting KPIs.
• Partner with technology teams to advance SMBC’s risk reporting platforms, including integration with enterprise data governance tools such as Collibra and bank-wide master data management solutions.
• Drive enhancements for reporting automation, controls, and transparency, reducing manual processes and operational risk.

Requirements:

• 8+ years of relevant industry experience is required
• 3–4 years specialized experience in risk reporting or risk data management preferably in a large banking environment.
• Hands-on credit risk and/or market risk reporting production experience, including data validation and remediation, required.
• SQL required; Python preferred.
• Experience with data governance tools (e.g., Collibra) and data lineage frameworks.
• BS/BA required; preferred majors include computer science, information/data systems, or a related field; MBA or MS/PhD in information science preferred.
• Strong written and verbal communication skills with the ability to explain complex risk concepts to technical and non-technical audiences.
• Ability to influence stakeholders across departments and lines of defense.
• Demonstrated ability to manage multiple projects in a fast-paced environment with minimal supervision.

We, at Taurus Search, are working with one of our best clients in the banking sector to find an HRIS Specialist to join the Human Resources Team. This is an exciting opportunity at a 100-year-old financial institution with strong stability, and continued growth. This position will be responsible for oversight of the daily operations of the HRIS platforms, managing system configurations, and working on reporting tools. A great work/life balance position for a strong HRIS expert looking to lead a team.

Responsibilities:

• Design and implement the analytics architecture using MS Fabric
• Partner with reporting and analytics within HR to ensure uniform data usage across internal stakeholders
• Build pipelines to the data warehouses using MS Fabric
• Review reporting tools and data structures for alignment with business needs - creating and managing delivery of dashboards, KPIs and workforce analytics
• Maintain HRIS platform data integrity
• Partner across HR functions to gather feedback and create and overall improved user experience
• Work closely with 3rd party vendors to implement software updates and create internal system optimizations
• Lead a team of analysts working to develop reports and analytics
• Lead the development and implementation of dashboards and reporting roadmaps

Requirements:

• 7+ years of experience in an analytics, data engineering, and/or HRIS focused role
• Expert level experience in MS Fabric, PowerBI, Synapse, Data Factory, and OneLake - ideally with project implementations
• Experience with SAP Successfactors required
• Strong skillset with SQL, database management, business intelligence and systems administration
• Experience leading and managing projects and delivery
• Bachelors degree in CompSci, Engineering, Mathematics, Statistics, or similar field

Taurus Search working with one of our best clients in the banking sector to find a VP level professional in Human Resource Information Systems, with hands on technology and coding experience. This is an exciting opportunity at a 100-year-old financial institution with strong stability, and continued growth. This position will be responsible for oversight of the daily operations of the HRIS platforms, managing system configurations, and working on reporting tools. A great work/life balance position for a strong HRIS expert looking to lead a team.

Responsibilities:

• Design and implement the analytics architecture using MS Fabric
• Partner with reporting and analytics within HR to ensure uniform data usage across internal stakeholders
• Build pipelines to the data warehouses using MS Fabric
• Review reporting tools and data structures for alignment with business needs - creating and managing delivery of dashboards, KPIs and workforce analytics
• Maintain HRIS platform data integrity
• Partner across HR functions to gather feedback and create and overall improved user experience
• Work closely with 3rd party vendors to implement software updates and create internal system optimizations
• Lead a team of analysts working to develop reports and analytics
• Lead the development and implementation of dashboards and reporting roadmaps

Requirements:

• 7+ years of experience in an analytics, data engineering, and/or HRIS focused role
• Expert level experience in MS Fabric, PowerBI, Synapse, Data Factory, and OneLake - ideally with project implementations
• Experience with SAP Successfactors required
• Strong skillset with SQL, database management, business intelligence and systems administration
• Experience leading and managing projects and delivery
• Bachelors degree in CompSci, Engineering, Mathematics, Statistics, or similar field

My client is looking to add a Director level headcount to the flagship team dedicated to investments within data centers in North America.

Roles/Responsibilities:

• Primarily responsible for underwriting and executing investments, while also have the opportunity source and originate new investments

• Investment execution includes deal structuring, evaluating optimal capital structure, sourcing and negotiating bank and tax equity financing, and leading buy-side/sell-side M&A activities

• Leading/supporting strategic and financial due diligence for new investments

• Working as a collaborative and value-add member across all aspects related to deal sourcing, financing, execution and business development

Qualifications:

• 10+ years of relevant experience in energy and/or infrastructure investing, preferably at a developer/IPP, investment bank and/or PE/Infra fund

• Demonstrable record of successfully leading the underwriting and leading the execution of infrastructure, private equity or related investments

• Experience with – and strong understanding of – renewable energy investing

• Strong network of suppliers/contractors, developers/IPPs, investment bankers, financing sources and origination channels

• Successful experience managing teams and strong leadership skills

• Excellent quantitative and analytical skills and very strong attention to detail

• Strong written and verbal communication skills

• Able to work in a dynamic, fast-paced environment and to adapt quickly to changing priorities

• Undergraduate degree from a top academic institution

• MBA and/or CFA not required but preferred

Roles/Responsibilities:

• Primarily responsible for underwriting and executing investments, while also have the opportunity source and originate new investments

• Investment execution includes deal structuring, evaluating optimal capital structure, sourcing and negotiating bank and tax equity financing, and leading buy-side/sell-side M&A activities

• Leading/supporting strategic and financial due diligence for new investments

• Working as a collaborative and value-add member across all aspects related to deal sourcing, financing, execution and business development

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

We are working with several respected and growing Top 50 CPA firms that are seeking Tax Partners for key leadership positions.

Role Overview:

As a Tax Principal, you will:

• Build strong, long-term client relationships by understanding their business needs and providing ongoing advice and insights.
• Develop engagement strategies, objectives, scope, and pricing.
• Manage engagement risks to ensure alignment with firm and client standards.
• Lead, mentor, and support your team.
• Drive business development through lead generation, networking, and sales.
• Continue developing your industry expertise while helping raise the firm’s profile.
• Guide and mentor high-performing professionals toward partnership.

Qualifications:

• 10+ years of recent public accounting experience
• CPA designation required
• Strong knowledge of tax and accounting services
• Experience reviewing and supervising complex tax compliance
• Proven success in developing and maintaining profitable client relationships
• Excellent leadership and team management skills
• Strong business acumen and technical expertise
• Demonstrated ability to generate new business and expand client relationships

We are working with several respected and growing Top 50 CPA firms that are seeking Tax Partners for key leadership positions.

Role Overview:

As a Tax Partner, you will:

• Build strong, long-term client relationships by understanding their business needs and providing ongoing advice and insights.
• Develop engagement strategies, objectives, scope, and pricing.
• Manage engagement risks to ensure alignment with firm and client standards.
• Lead, mentor, and support your team.
• Drive business development through lead generation, networking, and sales.
• Continue developing your industry expertise while helping raise the firm’s profile.
• Guide and mentor high-performing professionals toward partnership.

Qualifications:

• 10+ years of recent public accounting experience
• CPA designation required
• Strong knowledge of tax and accounting services
• Experience reviewing and supervising complex tax compliance
• Proven success in developing and maintaining profitable client relationships
• Excellent leadership and team management skills
• Strong business acumen and technical expertise
• Demonstrated ability to generate new business and expand client relationships

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 are partnering with a leading Advisory firm seeking a Senior Tax professional to join their expanding team.

The Offer:

• $150k + package
• High-value client exposure
• Interesting Tax Projects
• Clear progression path

About You:

• Experienced Tax Senior/ Supervisor or Manager

If this sounds like your next move, get in touch for a confidential discussion.

Internal Financial Audit & Risk Manager – Asset Management

An established leader in the asset management sector is seeking an Internal Audit & Risk Manager to join its Dallas team. This high-visibility role offers direct exposure to senior leadership and the chance to work with private equity and investment management clients.

Requirements:

• CPA or CIA certification
• 4+ years of audit experience (public accounting and/or internal audit)
• Background in asset management, investment funds, or private equity

What’s on offer:

• Base salary up to $150k+ depending on experience
• Full benefits and performance bonus
• Collaborative culture with strong work-life balance
• Clear progression opportunities within a growing team

Tax Partner - TOP 50 CPA firm

Strong individual and entity tax expertise

Leadership position within the office

Business Development Manager – Remote (US)

Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Business Development Manager to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.

What you’ll do

• Identify and engage new prospects through targeted outreach and lead generation.
• Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
• Partner with subject matter experts to deliver impactful product demonstrations.
• Represent the company at industry events, building relationships and visibility.
• Lead commercial negotiations, supported by our in-house legal team.
• Maintain accurate pipeline activity and reporting in Salesforce.

What we’re looking for

• Proven experience in business development, ideally within information services, SaaS, or professional services.
• A strong track record of outbound sales and new business acquisition.
• Confidence engaging senior stakeholders in financial services and professional services.
• Ability to quickly grasp complex subject matter and explain value clearly.
• Organized, detail-oriented, and motivated to exceed targets.

Why join?

You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.