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Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: StepStone is currently seeking candidates with excellent quantitative, qualitative and interpersonal skills for an Analyst position on StepStone's Real Estate Advisory Team. The Analyst's primary role is to engage in sector-focused research on various areas of the real estate private equity industry such as opportunistic, value-add, core and credit. The Analyst will work in a team environment with other Research team members to target and perform due diligence on selected real estate private equity fund managers; analyze PPMs, financial statements and investment returns; and conduct reference calls and personal interviews. In addition, the Analyst will work with the co-investment and secondary teams to source, diligence and execute transactions. The Analyst will have the opportunity to present recommendations, with the investment team, to the Real Estate Investment Committee. StepStone prides itself on the Firm's collegial atmosphere, encouraging team-building initiatives and a collaborative approach to accomplishing projects. The Analyst will have exposure to all levels of the Firm, from Partners to fellow Analysts, daily. The Analyst will often have opportunities to interact with many of the top fund managers in the real estate private equity industry. The ideal candidate will possess a bachelor's degree and backgrounds in real estate, private equity, investment banking, consulting or other relevant industries. The Analyst will adhere to the highest ethical standards, as well as demonstrate maturity, reliability and attentiveness to detail. Essential Job Functions: • Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors, • Interpret financial analyses prepared by target fund managers, including investment track records, financial statement analysis and fund models, • Support senior Advisory staff on sourcing and managing the inflow of investment opportunities, • Assess marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation, • Conduct phone interviews with senior executives to gather insights and information regarding the style and effectiveness of target fund managers, • Form an independent opinion about the attractiveness of a sector or investment opportunity, • Efficiently communicate a position verbally and in written materials, including defending a position in a team environment such as Investment Committee meetings, • Use creativity to source and analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities, • Prepare for and participate in meetings with managers and conduct on-going due diligence, • Perform financial modeling and sensitivity analyses related to co-investment and secondary opportunities, • BA/BS in in Real Estate, Private Equity, Finance, Economics, Accounting, Law or equivalent relevant experience, • Demonstrated track record of academic and professional success, • Prior internships or work experience in private equity real estate, investment banking, consulting or other relevant experience, • Flexibility to work within StepStone's dynamic and entrepreneurial organization, • Developing investment judgment and general understanding of risk/reward trade-offs, • Ability to represent the Firm credibly in written and interpersonal communications, • Demonstrable analytical capabilities, including strong quantitative/modeling skills, • High proficiency in Word, PowerPoint and Excel, • Applied experience in valuation and investment analysis, • Enrollment in CFA program a plus The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description CYBERSECURITY ADVISOR (Hybrid position in NYC & Boston) Working in Advisory: The Advisory Group is a core group within Drawbridge. As an agile team, Advisory works to provide best-in-class service and support to our clients. As a Cybersecurity Advisor, you will assist with maintaining relationships with clients, their IT resources, and associated third parties. You will work to gain an understanding of the Drawbridge business process, engagement deliverables and services, cybersecurity risk management, IT controls, and regulatory standards. In this highly team collaborative role, you will gain valuable hands-on experience, working with many of the world’s most successful asset management firms. The Cybersecurity Advisor will report to a Advisory Manager. Our Values • Innovation: As the market leader, Drawbridge draws on its in-depth, collective expertise in its constant effort to innovate both our platform and our approach to service, • Integrity: Our clients and partners lean on us because they know we are trustworthy and honor what we say, • Collaboration: We are here to win, and we only win when we work together across team, • Be primary point of contact for Drawbridge clients, • Lead kick off call and create success plans for new clients, • Execute on success plans · Work closely with the Account/Relationship Management team to ensure positive client health. Manage post deliverable CSAT, • Execute on Tech-enabled Platform Strategy (100% CRA review calls are performed within the platform) including: Engage with clients through the platform and showcase new tools on the platform., • You will partner with other CS professionals to help define best practices for client service and provide feedback from clients on platform to the product team, • Assist with client projects and develop the skills to lead projects, • Assist with tailoring the project management framework, approaches, and methods to help streamline projects., • Identify tasks necessary to remediate identified risks and vulnerabilities for clients and service providers., • Conduct risk analysis, assessments, and security audits using internal and third-party tools., • Demonstrate an advanced understanding of business processes, internal control risk management, IT controls, and related standards., • Identify and evaluate complex business and technology risks, controls to mitigate risks, and related opportunities for control improvement., • Understand business, information technology, risk, and operational management processes., • Interpret controls and provide suggestions for mitigation strategies to clients and service providers., • Learn the regulatory framework and compliance guidelines for cybersecurity for the SEC, NFA, FCA, MAS, and any other regulatory agency applicable to our clients., • Ensure projects are completed within a reasonable time frame and monitor the status of projects., • Initiate periodic check-ins with clients to ensure services and projects are up to par with client expectations., • Follow up with clients and service providers to ensure document requests or documents needing review are addressed., • Update internal trackers, provide status updates to project managers, and ensure other internal matters relating to projects or clients are kept up-to-date., • Prepare summary and gap analysis reports highlighting the features of our clients’ cybersecurity programs., • Schedule, conduct, and lead risk assessment meetings with clients and IT providers to obtain information regarding a client’s security and privacy controls., • Prepare risk assessment reports and discuss the assessment findings with clients., • Conduct cybersecurity due diligence on our clients’ service providers., • Send, track, and store due diligence questionnaires and corresponding documents from service providers., • Create deadlines, send reminder emails, and deadline extension notifications to service providers., • Review due diligence submissions from service providers and follow up with service providers, where necessary., • Prepare risk assessment reports based on the due diligence exercise and discuss the assessment findings with clients., • Conduct live or schedule online training for clients., • Track the status of the trainings scheduled online and prepare training reports., • Conduct live or virtual incident response tabletop exercises., • Bachelor’s Degree, preferably in General Business, Finance, or Accounting., • 6-10 Years of Experience, preferably in a customer facing and/or support role., • Familiarity with Microsoft Office products (Outlook, Word, Excel, PowerPoint), • Experience with CRM software, including Salesforce Service Cloud., • Experience with Ticketing and Tracking Systems (e.g., Jira, ConnectWise), • Knowledge of hedge fund, private equity, or RIA operations/compliance a huge plus, • Solid team spirit, balanced by a healthy sense of autonomy and intuitiveness, • Excellent written and verbal communication skills, • Exceptional time management skills and attention to detail, • Strong knowledge of security standards, disciplines and frameworks such as, but not limited to, NIST, CIS, COBIT, etc. CRISC, CISA, CISSP, CIPP, Security +, certifications are a huge plus., • Knowledge of auditing standards and frameworks such as, but not limited to, COSO, ITAF, and ISO., • Previous experience conducting risk assessments are a plus., • Knowledge of IT infrastructure, Cloud Technology, Business Continuity, Disaster Recovery, and Incident Response, • Ability to effectively communicate with clients and maintain strong client relationships Drawbridge is an award winning, premier provider of cybersecurity software and advisory solutions to the asset management industry. Its proprietary platform helps firms exceed and manage their governance, risk, and compliance (GRC) requirements while combatting sophisticated cyber threats and third-party risks. Drawbridge’s platform connects business, compliance, and IT to empower firms to centralize and manage their most robust security programs, improve their risk profile, and raise institutional capital. With a tested team focused on delivering value to 1000+ clients, Drawbridge offers unmatched customer service and flexibility to help businesses proactively manage vulnerabilities, plan for growth, and reduce complexity. At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment Our Hiring Process We want to hire the most qualified individuals. We have designed a multi-step selection process that may include interviews and assessments. We make decisions quickly and we are eager to get to know you. Affirmative Action and Equal Opportunity Employer Drawbridge Partners, LLC is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, non-disqualifying physical or mental disability, protected veteran status, or any other legally protected characteristic, in accordance with applicable law. All employment is decided on the basis of qualifications, merit, and business needs. Powered by JazzHR WtKhFPMNgj

Job Description Title: Director, Client Accounting Services (CAS) Department: Client Accounting Services (CAS) Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: We are looking for a growth-oriented and strategic Director to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients. RESPONSIBILITIES: • Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach., • Develop tailored proposals, pricing models, and engagement scopes to win new business., • Build and maintain a strong personal and professional brand within the market and community., • Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice., • Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service., • Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor., • Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis., • Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts., • Ensure timely, accurate, and value-added reporting and insights for all client deliverables., • Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff., • Implement efficient and scalable workflows, leveraging cloud-based technology and automation., • Maintain quality control over deliverables and ensure compliance with applicable accounting standards. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services., • Proven ability to generate new business, grow client accounts, and build long-term relationships., • Strong financial acumen and advisory experience with small to mid-sized businesses., • Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.)., • Entrepreneurial mindset with excellent communication, negotiation, and presentation skills. Attributes: • Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description This is an exceptional opportunity for an experienced tax professional to step into a management role in Bermuda or the Cayman Islands, one of the world’s foremost international financial centers. As a Corporate Tax Manager / Senior Manager, you will help clients navigate the complexities of U.S. tax compliance and advisory services in areas such as property and casualty insurance, hedge funds, private equity, and international executive taxation. This role offers a blend of hands-on client work, leadership, and team development responsibilities. Core Responsibilities: * Oversee and review the preparation of U.S. income tax returns for clients, focusing on specialized areas like property and casualty insurance, hedge funds, and private equity funds. * Provide expert advice on U.S. foreign reporting requirements to ensure clients meet their compliance obligations. * Manage and mentor tax staff, fostering their professional growth and ensuring quality service delivery. * Assist in the growth and strategic development of the U.S. Tax practice. * Collaborate with multidisciplinary teams to address complex tax issues and deliver innovative client solutions. * Monitor regulatory changes and emerging trends to proactively address client needs. Qualifications: * At least 5 years of experience in U.S. taxation, preferably in public accounting or professional services. * Professional qualifications such as Enrolled Agent (EA), LLM, CPA, ACA, ACCA, or CA. * A strong understanding of U.S. tax compliance and advisory requirements for corporate entities and high-net-worth individuals. * Excellent analytical and problem-solving skills, with attention to detail. * Strong leadership abilities, including the capacity to manage and mentor team members effectively. * Flexibility to manage tight deadlines and handle overtime during busy periods.. Benefits: * Competitive remuneration package aligned with your qualifications and experience. * Hybrid working conditions with an open-door policy and opportunities for international secondments. * Comprehensive benefits, including medical and pension schemes. * Flexible vacation policy and access to health and wellbeing initiatives. * Potential for on-site gym memberships and participation in a well-established corporate social responsibility program. Note: Your CV and personal information will be handled with the utmost care and discretion. We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job DescriptionAbout ReKlame Health Sixty million adults experience mental health challenges in the United States, yet one-third lack access to proper care. Opioid overdose is the number one cause of death for people under 50 in the United States. We are a clinician-led, tech-enabled provider group that exists to provide culturally competent behavioral health care addiction care, medication management, crisis intervention, and care coordination for people working towards taking back control of their lives, while expanding access to care. Our vision at ReKlame Health is to create a future where individuals who have historically been unable to access the care they deserve can readily obtain high-quality behavioral health and addiction care. At ReKlame Health, it goes beyond mere employment; it's about becoming a part of a formidable movement transcending individuality. Let's unite and forge a world where health equity and effortless access to exceptional mental healthcare can co-exist. About the Role We are seeking a Strategic Finance Lead to act as a trusted partner to the CEO and executive leadership team, playing a pivotal role in shaping our company's future. This position requires a leader who can distill complex financial data into clear, actionable insights, enabling the executive team to make informed, data-driven decisions. As the strategic finance lead, you will align our financial strategy with our organizational vision to guide the company toward sustainable, long-term growth. At the intersection of analytical precision and visionary leadership, you will oversee and refine our financial modeling, budgeting, forecasting, and performance analysis. Your expertise will ensure our organization remains financially disciplined and well-positioned to navigate the challenges of scaling. We are seeking an intellectually curious and entrepreneurial leader who demonstrates exceptional ownership and initiative. As the company expands, this position has the opportunity to evolve into a Head of Finance or Chief Financial Officer role, assuming broader responsibility for capital strategy and financial leadership at the organization level. This is a Hybrid role with three in-office days per week at our corporate headquarters in Midtown Manhattan, NYC. Key Responsibilities You will take full ownership of the entire financial model * Cash Flow Forecasts (weekly, monthly, quarterly): project inflows/outflows to ensure liquidity and avoid surprises. * Budget vs. Actuals Analysis: compare planned spending/revenue against reality to track performance. * Runway Calculations (esp. if venture-backed): how many months of operating cash remain given current burn rate. * Working Capital Analysis: timing of receivables, payables, and payroll to keep operations smooth. * Oversee Controller, revenue cycle, external accountants, bookkeeping, and cash flow management. You will drive Strategic Planning & Forecasting. * FP&A: Build forecasting models (revenue, expenses, cash flow). Run scenario planning to guide decisions. * Annual Budget: detailed revenue and expense plan aligned with company goals. * Rolling Forecasts (e.g., 12–18 months): updated regularly to reflect actuals and new assumptions; advise on corrective actions * Break-even Analysis: how much revenue is required to cover fixed and variable costs. * Collaborate with growth, operations, and clinical leads to evaluate hiring, pricing, payer contracts, and expansion initiatives. * Lead analysis on new service lines, M&A opportunities, and operational optimization. You will lead Performance & Growth Metrics. * Revenue Forecasting Models: based on pipeline, contracts, or utilization (depending on your business model). * Customer / Patient Acquisition & Retention Economics (if relevant): Key metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), payback period, and Free Cash Flow (FCF). * Profitability Metrics: Analysis of EBITDA, net margin, and gross margin trends. * Key KPIs Dashboard: real-time view of financial and operational drivers that the CEO and executive leadership team will monitor. You will protect and accelerate with Compliance and Technology * Compliance & Audit Readiness: ensuring GAAP alignment, tax preparedness, and clean financial records. * Cap Table & Equity Modeling (if applicable): dilution scenarios, option pool planning. * Integrate advanced finance, including, if relevant, FP&A, ERP, BI, fathom, and specialized AI software, to build a highly scalable and efficient finance division. * Internal Controls & Policies * Establish and maintain robust internal controls and company financial policies to ensure effective financial management. * Identify opportunities to streamline financial processes. You will love this role if: * Education: Bachelor’s degree in Accounting, Finance, Economics, or related field required. CPA, or MBA, a plus, not required. * Experience: Minimum of 3-5 years of progressive experience in investment banking, strategic finance, FP&A, consulting, or high-growth startups strongly preferred. * Backgrounds in Big Four audit/advisory, or healthcare revenue cycle finance will also be considered. * Proven ability to build financial models, budgets, and forecasts, and translate insights into strategic recommendations, ideally in a growth-stage or small-to-medium-sized company. * Industry Knowledge: A strong understanding of the healthcare industry is required. An understanding of MSO and ACO structures is a plus. * Entrepreneurial Mindset: Proactive approach to problem-solving. Adaptability and eagerness to grow into a strategic leadership role, such as a Head of Finance or CFO role. * GRIT and Tenacity: You demonstrate resilience, perseverance, and a proactive attitude, consistently driving results even in the face of obstacles * Intellectually Curious: You think critically and love solving complex problems while serving as a trusted thought partner to senior leaders. * Integrity & Confidentiality: High level of integrity and commitment to maintaining confidentiality. * Technical Proficiency: Experience with QuickBooks, NetSuite, or Xero and payroll systems like Rippling or ADP. Advanced proficiency with Microsoft Excel. Experience with bill pay, project management, and data visualization tools. * Location Requirements: Hybrid schedule, with three in-office days per week at our beautiful corporate headquarters in Midtown Manhattan. Compensation Package: * Base Salary: $130,000 - $150,000 * Benefits: Equity (e.g. stock options) * Bonus: Opportunity performance based bonuses based on company and individual performance * Full Health Coverage: Enjoy comprehensive medical, dental, and vision insurance. * Generous Time Off: Up to 21 days of PTO, including vacation and sick leave, plus company holidays. * Income Protection: Company-paid Short-Term Disability coverage for peace of mind. * Continuous Growth: Opportunity to work alongside senior leadership for mentorship and guidance, with potential to grow into Head of Finance or CFO * And more. * Professional Development: Unlock growth opportunities within a purpose-driven early-stage organization dedicated to creating a positive impact. Why Join Reklame Health? Why Now? As the Strategic Finance Lead, you will play a pivotal role in addressing critical issues, including improving access to mental health care and reducing overdose rates in the communities we serve. This is more than modeling, more than scenario planning, more than running CAC/LTV ratios, and more than the slope you're on in your career. This position offers a unique opportunity to leverage your expertise, grow within a mission-driven startup, and gain invaluable exposure to senior leadership. If our mission resonates with you, and you want to be part of something bigger than yourself, helping people face life’s toughest challenges while continuing to develop as a leader, Reklame Health may be the place for you. We look forward to meeting you. This position operates on a hybrid basis, requiring three days of on-site work per week. ReKlame Health considers several factors to ensure a fair and competitive offer when evaluating compensation packages. These include the scope and responsibilities of the role, the candidate's work experience, education, and training, as well as their essential skills. Internal peer equity is also examined to maintain balance within the organization. Additionally, current market conditions and overall organizational needs are crucial in shaping the final offer. Each aspect is thoughtfully reviewed before extending an offer, ensuring a comprehensive and equitable approach. ReKlame Health is an equal opportunity employer. We celebrate diversity and are committed to creating a supportive and inclusive environment for all employees. If you’re hungry for a challenge in 2025, love solving problems, and want to be a part of something transformational, we’d love to hear from you! Learn more about us at *We never ask for money or sensitive personal information during the job application process. If you receive an email or message claiming to be from us that requests such information, please do not respond and report it as a scam. Compensation Range: $130K - $150K

Job DescriptionSalary: Senior Elixir Engineer at Vic.ai Remote Location: Remote This is a fully remote position, full-time, with flexible working hours and work arrangements. About Vic.ai Vic.aiis creating the Intelligent Accounting era, using artificial intelligence to automate accounting and provide advisory, business insight, and eventually businessforesight. Were a Series A stage start-up, founded by three Norwegian entrepreneurs and backed by renowned Silicon Valley investors (including Costanoa Ventures, Cowboy Ventures, and GGV Capital). Were US-based, but our team is global, from New Zealand to California. Were bringing AI to Finance and Accounting because the industry is ripe for automation and big-data insight and the market ishuge: $200B just in the US. Our main office locations is in New York. We have a well established remote-work culture, and over 50% of our team are working fully remote. We have a solid team of very experienced, yet humble, Elixir engineers, will you be our next team member? About you Youve been a software engineer for 5+ years, but youve been a tinkerer and a builder your whole life. Were a team of builderswhen we arent building Vic.ai, were tinkering with a personal project, contributing to open source, modding a drone, building a computer from components, etc. Were looking for an experienced developer who enjoys working with server-side technologies. You possess a good mixture of DevOps and application development skills and would like to build innovative solutions with experienced teammates in a flexible environment. You should have plenty of experience in building performant, easy to use, well-monitored, and well tested APIs, designing efficient data flows, communicating clearly, sharing knowledge, and questioning existing solutions. Youre ready for the next step in your career, ready to take on fast-moving challenges. Youre enthusiastic about AI and the possibilities it opens for software development and transforming traditional work. You aim at reaching greatness and delivering exceptional outcomes in your work. As a team player, you are not afraid of reaching out to your colleagues to discuss development challenges, especially when you are stuck trying to solve a specific issue. You are fluent in English. Job Requirements • Advanced Elixir programming experience is a must, • Solid understanding of working in Linux shells, • Ability to spin up servers, setting them up and make them available for application deploys, • Having great understanding of the value of automated tests, and ability to implement them across the whole stack, • Designing efficient deploy flows and continuous integration, • Solid knowledge of key-value stores, SQL, and relational databases; preferably PostgreSQL, • Ability to implement and maintain robust concurrent background job systems, having a grasp of concurrency patterns and message queues, • Fluent English, spoken and written, clear and effective daily communication with the team What youll do • Build and deploy high-uptime products and infrastructure as part of the Vic.ai platform, • Integrate Elixir systems with non-uptime-critical systems in Python, • Design and establish validation, testing, correctness, and resilience best practices across teams, • Ship products and services as part of a small, collaborative team, • Help establish engineering process, tools, and systems that will allow us to scale the code base, productivity, and the team Who we're looking for: • BS (or higher) in Computer Science or a related technical field, or equivalent technical experience, • 5+ years of relevant work experience, • Professional experience with Elixir programming language, • Track record of shipping high-quality products and features, • Ability to turn business needs into engineering solutions As an early employee, you'll be working with a small team of committed and talented engineers and having a large, long-term impact on technical design and engineering culture. We Offer We're not just fully remote, we also offer Competitive salary Generous vacation time, family and travel-friendly environment Work alongside an enthusiastic, collegial, and driven team in a highly meritocratic environment Above all, you should enjoy the journey. Our engineers are creative, technical, smart, and genuinely like each other. They enjoy the work they do, and so should you!

Job Description General Interest About Us: Catalyst Labs is a recruitment agency specializing in tax across North America, Caribbean, UK, Europe and in certain Asian jurisdictions such as HonKong, Singapore, South Korea and Taiwan. This is an open expression of interest for seasoned tax professionals looking to explore new opportunities. By submitting your CV, you will be considered for upcoming roles with our clientsranging from startups, fast-growing mid-sized businesses to investment entities, Big 4 and Large Corporates. We work directly with hiring partners who understand the value of strategic tax leadershipand we take pride in facilitating conversations that are aligned with your expertise and long-term goals. Who Can Apply: Anyone interested in Tax careers. Location: Anywhere in the USA, Caribbean, UK, Crown dependencies, Europe or East Asia. Experience: Trainee/entry-level to senior roles, from Senior Manager to Director and Partner. General Requirements by Role: * Proven experience in public accounting, corporate tax departments, or top Law firms. * Prior experience in a top tax firm or Big 4. * Strong working knowledge of complex tax compliance, provision work or advisory services. * Ideally specialized within one or two concentrations such as, corporate, partnership, international, private client, M&A, digital assets, Transfereeetc. * Exposure to specialized areas such as SALT, transfer pricing, R&D tax credit, IRS controversy or FATCA is welcome. * CPA qualification preferred; EA, MST/ LL.M in Tax are valued. * Professionals with proven experience in Tax Technology are also welcome. * Experience in managing and mentoring junior staff, as well as leading client-facing engagements. * Familiarity with tax planning strategies, entity structuring, and M&A tax due diligence offshore structures is a strong plus. Why Work with us? * Take advantage of the strong relationships we have built with the Big 4. * Tap instantly into our global network for both access and insight. * Work with competent recruiters who are deeply embedded with clients. * We prioritize your confidentiality and privacy throughout the recruitment process. * No spamming. * Support on crafting the perfect resume for jobs we shortlist you for. * Bypass gatekeepers, work directly with hiring managers and decision makers. * Industry insights and assistance in salary negotiations. Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

Job Description Job Title: Tax Manager – Founding Role | RIA Firm Location: Brooklyn, NY Type: Full-Time About Us Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and business owners. As part of our commitment to delivering truly holistic wealth solutions, we are launching an in-house tax department — and we're looking for a highly motivated and experienced Tax Manager to lead the charge. Role Overview As our first Tax Manager, you will be responsible for creating, building, and overseeing the internal tax function from the ground up. This is a strategic leadership role designed for someone with an entrepreneurial mindset and deep technical expertise in tax planning and compliance, particularly for high-net-worth individuals and business entities. You’ll work in close partnership with our financial advisors to integrate tax strategy into the overall client experience. Key Responsibilities • Build the Tax Function: Design and implement internal tax systems, workflows, tools, and processes aligned with the firm’s advisory model., • Client Service & Tax Planning: Deliver proactive tax planning and compliance services to high-net-worth individuals, families, trusts, and small businesses., • Team Development: Hire, train, and lead a future team of tax professionals as the department scales., • Compliance Oversight: Manage and review the preparation of federal, state, and local tax returns (1040s, 1065s, 1120-Ss, 1041s, etc.), ensuring accurate and timely filings., • Collaboration: Partner closely with financial advisors and planners to integrate tax strategy into clients’ broader financial plans., • Technology & Tools: Evaluate and implement tax software and digital tools to streamline operations and reporting., • Risk Management: Maintain compliance with IRS and state tax regulations and stay ahead of changes in tax law., • Client Communication: Communicate complex tax strategies in a clear and approachable way to clients and internal stakeholders. Qualifications • CPA required; MST or EA a plus, • 7+ years of progressive tax experience, preferably in a public accounting firm or RIA/wealth management setting, • Strong knowledge of individual, trust, and small business taxation, • Demonstrated experience managing client relationships and delivering tax advisory services, • Proven ability to build systems and lead teams, • Excellent communication and interpersonal skills, • Entrepreneurial mindset with a passion for innovation and growth Why Join • Be a founder of a key department in a growing firm, • Partner with advisors and leaders who truly value integrated financial solutions, • Competitive compensation for the entrepreneur mindset, • Opportunity for equity participation

Job Description Are you an experienced Enrolled Agent who loves solving IRS problems and helping clients get peace of mind? We’re looking for a detail-oriented, proactive Enrolled Agent to join our growing boutique accounting firm. At Saavedra Group, we specialize in tax resolution, tax preparation, and strategic planning for business owners. What You’ll Do: * Represent clients before the IRS and state tax agencies in audits, collections, and offers in compromise * Analyze client tax issues and develop effective resolution strategies * Prepare individual and business tax returns (1040, 1120S, 1065, etc.) * Communicate with clients to gather documents and explain resolution plans * Collaborate with our team to ensure timely and accurate filings ✅ Requirements: * Active Enrolled Agent (EA) license * Minimum 2 years of experience with tax resolution and tax prep * Comfortable using Drake Software (or willing to learn) * Strong communication and follow-up skills * Bilingual English/Spanish preferred but not required What We Offer: * A supportive team environment with growth opportunities * Flexible schedule options * Steady flow of tax resolution cases and preparation work * Office in North Bergen, NJ * Competitive pay based on experience Company DescriptionSaavedra Group LLC is a boutique accounting and tax advisory firm based in North Bergen, New Jersey. Founded in 2018, we specialize in helping business owners stay compliant, reduce their tax liability, and build long-term financial strategies. Our team provides a wide range of services including bookkeeping, tax preparation, IRS representation, payroll, and entity structuring. At Saavedra Group, we’re known for our proactive, educational approach. We don’t just file taxes — we empower our clients with the knowledge and tools they need to make smarter financial decisions. As a fast-growing firm, we combine professional excellence with a supportive, collaborative work culture that values integrity, communication, and continuous growth. Whether it’s resolving a complex tax issue or guiding a business through strategic planning, our mission is simple: to give peace of mind and real results.Saavedra Group LLC is a boutique accounting and tax advisory firm based in North Bergen, New Jersey. Founded in 2018, we specialize in helping business owners stay compliant, reduce their tax liability, and build long-term financial strategies. Our team provides a wide range of services including bookkeeping, tax preparation, IRS representation, payroll, and entity structuring.\r\n\r\nAt Saavedra Group, we’re known for our proactive, educational approach. We don’t just file taxes — we empower our clients with the knowledge and tools they need to make smarter financial decisions. As a fast-growing firm, we combine professional excellence with a supportive, collaborative work culture that values integrity, communication, and continuous growth.\r\n\r\nWhether it’s resolving a complex tax issue or guiding a business through strategic planning, our mission is simple: to give peace of mind and real results.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: Core Responsibilities: • Build, develop and lead a strong Finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department., • Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions., • Ensure that standardized financial management policies and procedures are in place and followed; evaluate internal controls and maintain a system of controls over accounting transactions., • Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities that align with Centri's long-term growth goals including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives., • Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives., • Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, provide investment oversight, including cash management., • Direct the Firm's annual budget process. Oversee the short-and long-term financial health of the Firm. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments., • Provide strategic fiscal planning to offer a basis for future decision-making in the Firm, including future expansion., • Present financial, legal and other operational items to executive management and the Firm Advisory Board., • Work closely with the CHRO to review employee benefit plans and annual renewal analysis., • Oversee the Firm's agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification partnering with outside counsel as appropriate., • Coordinate filing of income and all other tax returns and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Oversee the preparation of annual K-1 tax worksheets/schedules. Coordinate with external auditors and Human Resources for annual benefit plan audits., • BS in Accounting, Finance or Business expected., • CPA certification or MBA degree is required., • Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level., • At least 10 years of experience in the professional services industry., • M&A and Capital Financing experience preferred., • Experience with NetSuite or comparable ERP platform valued., • Experience overseeing a multiple office environment preferred., • Advanced Excel skills and proficiency in Word and PowerPoint., • Strong appreciation for procedure, process and operational excellence., • Excellent presentation skills; strong executive presence and public speaking ability., • Strong network of external professional contacts., • Ability to write accurately and succinctly This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job Description This is an exceptional opportunity for an experienced tax professional to step into a management role in Bermuda, one of the world’s foremost international financial centers. As a Corporate Tax Manager, you will help clients navigate the complexities of U.S. tax compliance and advisory services in areas such as property and casualty insurance, hedge funds, private equity, and international executive taxation. This role offers a blend of hands-on client work, leadership, and team development responsibilities. This position offers the potential to be elevated to a Senior Manager role, subject to experience and at the discretion of our client. Key Responsibilities • Oversee and review the preparation of U.S. income tax returns for clients, focusing on specialized areas like property and casualty insurance, hedge funds, and private equity funds., • Provide expert advice on U.S. foreign reporting requirements to ensure clients meet their compliance obligations., • Manage and mentor tax staff, fostering their professional growth and ensuring quality service delivery., • Assist in the growth and strategic development of the U.S. Tax practice., • Collaborate with multidisciplinary teams to address complex tax issues and deliver innovative client solutions., • Monitor regulatory changes and emerging trends to proactively address client needs. About You The ideal candidate will have: • At least 5 years of experience in U.S. taxation, preferably in public accounting or professional services., • Professional qualifications such as Enrolled Agent (EA), LLM, CPA, ACA, ACCA, or CA., • A strong understanding of U.S. tax compliance and advisory requirements for corporate entities and high-net-worth individuals., • Excellent analytical and problem-solving skills, with attention to detail., • Strong leadership abilities, including the capacity to manage and mentor team members effectively., • Flexibility to manage tight deadlines and handle overtime during busy periods. Benefits • Competitive remuneration package aligned with your qualifications and experience., • Hybrid working conditions with an open-door policy and opportunities for international secondments., • Comprehensive benefits, including medical and pension schemes., • Flexible vacation policy and access to health and wellbeing initiatives., • Potential for on-site gym memberships and participation in a well-established corporate social responsibility program. Why Bermuda? Bermuda is a sought-after destination for professionals seeking career advancement and a unique lifestyle. Known for its thriving financial services industry, tax-neutral environment, and natural beauty, Bermuda offers an unparalleled professional and personal experience. • Enjoy a vibrant, multicultural professional community., • Benefit from no personal income tax., • Access world-class amenities, outdoor activities, and a relaxed island lifestyle. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured, your application will remain completely confidential, and we will only share your CV with the hiring company after obtaining your permission. Disclaimer All personal information collected during the application process will be used solely for recruitment purposes. We are committed to protecting your privacy and will not disclose your information to third parties without your consent.

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