Due diligence jobs in Commack, New YorkCreate job alerts

As a Tax Senior Manager, you will lead and execute tax due diligence engagements related to mergers and acquisitions. This role involves detailed analysis of tax positions, compliance risks, and structuring opportunities to support transaction decisions. The ideal candidate will combine deep tax technical expertise with strong client-facing skills. Key Responsibilities: • Review tax returns for partnerships and corporations, tax provisions, and other financial documents to identify tax risks and potential liabilities., • Lead tax financial due diligence projects, including scoping, planning, execution, and reporting on tax risks and opportunities., • Analyze target companies’ historical and projected tax positions, compliance status, tax attributes, and exposures across federal, state, local, and international jurisdictions., • Collaborate with transaction teams, including M&A advisors, legal counsel, and finance professionals, to deliver comprehensive tax insights supporting deal structuring and negotiation., • Develop clear, concise, and actionable reports summarizing tax findings, impacts, and recommendations for internal and external stakeholders., • Support clients in understanding tax implications and planning strategies for post-transaction integration and compliance., • Maintain up-to-date knowledge of tax regulations, rulings, and industry trends affecting transaction due diligence., • Mentor, train, and supervise junior staff members, providing guidance on technical tax issues and project management., • Participate in business development initiatives by contributing to proposals, client presentations, and relationship-building activities. Supervisory responsibilities • Will supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 8 – 12 years of relevant experience, • CPA, • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Specific positions may require additional industry or specialization certifications, • Responsible for completing the minimum CPE credit requirement, • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000.

Campolo, Middleton & McCormick, LLP, a premier law firm, is seeking a Corporate Associate Attorney with at least 3-5 years of relevant corporate experience for a full-time role in our Ronkonkoma office. In this role, you will draft and negotiate various agreements and handle a variety of legal issues that arise in a corporate setting including M&A, joint ventures, commercial leasing, and other high-value corporate transactions. Duties & Responsibilities Key responsibilities include drafting and negotiating a variety of business contracts including asset and stock purchase agreements, license agreements, partnership agreements, supply agreements, employment-related agreements, and joint venture agreements. You will assist in all aspects of complex M&A transactions, including due diligence and drafting and negotiating agreements. You will regularly engage and communicate with clients and advise them on a variety of matters impacting their business. Qualifications • Admitted to practice in New York State with at least 3-5 years of relevant corporate experience, • Demonstrated excellence in research, writing, and legal analysis, • Must be proficient in Microsoft Office Benefits of a career at CMM include: • Competitive benefits package including health, dental, and vision insurance; life insurance; retirement account with employee match, • Professional development support Salary range: $140,000-$175,000/year.

A leading professional services firm in Melville is seeking a Tax Manager to assist with tax due diligence related to mergers and acquisitions. This role involves reviewing tax returns, analyzing compliance risks, and collaborating with transaction teams.

The Senior EDD Analyst will assist the KYC-EDD Program Manager in the administration of the high-risk customer Enhanced Due Diligence (EDD) program, a part of Dime's BSA/AML/OFAC program. The Senior EDD Analyst will perform analysis of complex financial transactions and additional due diligence as r

Job Description A small business in Hauppauge, NY, that is supportive and customer-centric. Our goal is to grow into one of the nation’s leading and most respected independent valuation consulting firms. We are committed to providing personalized attention and delivering timely results to every engagement. After a rigorous due diligence process, we provide experience and judgment, along with industry and valuation knowledge to each engagement, thereby providing our clients with the best possible results. We are seeking a Valuation Analyst to join our team. We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Our work environment includes: * Casual work attire * Growth opportunities * Food provided * Regular social events Person will work with other members of the team to analyze tax returns, financial statements, bank statements, credit card statements and other documents to investigate allegations of fraud. In time the job will expose you to business valuation techniques and report writing. Forensic experience, business valuation work, accounting and finance backgrounds are a plus. Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off Physical Setting: * Office Schedule: * 8 hour shift * Monday to Friday Supplemental Pay: * Bonus opportunities * Commission pay Experience: * Accounting: 2 years (Required) Work Location: In person Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

Job Description Core Responsibilities: • Reports directly to Compliance Manager., • Daily reviews of transaction monitoring for BSA SAR reporting obligations., • Conducting independent investigations., • Performing enhanced due diligence on customers., • Assist in compliance cross-functional initiatives to continuously enhance our processes, while balancing the need to support an ever-growing business and staying within our regulatory compliance obligations., • Assist with AML Risk Assessments., • Aggregation of the daily cash in and out transactions for CTR reporting., • Oversight of document destruction per retention guidelines (shredding)., • Enforce all departmental and organizational policies and procedures., • Ensure all New York State & Federal BSA Regulations are being followed, • Other duties as assigned. Qualifications and Education Requirements: • Associates or bachelor’s degree preferred., • One to two years related experience., • Finance or accounting background preferred, • Must be able to obtain a New York State Gaming License. Other: • Weekends, Holidays and swing shift work may be required.

Job Description As iRocket scales, we’re seeking an Investor Relations & Corporate Strategy Associate to support fundraising, stakeholder communications, and strategic planning efforts. This is a high-impact role for someone who thrives at the intersection of finance, storytelling, and operations. The Role • Help prepare investor materials: pitch decks, financial models, quarterly updates, board memos, • Support investor communications (emails, reports, Q&A, investor meetings), • Conduct market, competitor, and industry research and benchmarking, • Assist with fundraising processes: due diligence, term sheet analysis, investor outreach, • Collaborate cross-functionally (finance, engineering, operations) to gather data and insights, • Monitor KPIs, financial metrics, and prepare dashboards and reporting, • Bachelor’s degree in Finance, Business, Economics, or related, • 2–4 years of experience in investor relations, strategy, corporate development, or investment banking / venture capital, • Strong financial modeling, valuation, and analytical skills, • Excellent written and verbal communication; ability to tell a clear narrative with data, • Self-starter attitude and ability to work in an ambiguous, fast-paced environment, • Proficiency in Excel / PowerPoint; familiarity with data tools or visualization tools, • Ability to engage with senior leadership and external stakeholders Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Wellness Resources

Job Description A small business in Hauppauge, NY that is supportive and customer-centric. Our goal is to grow into one of the nation’s leading and most respected independent valuation consulting firms. We are committed to providing personalized attention and delivering timely results to every engagement. After a rigorous due diligence process, we provide experience and judgment, along with industry and valuation knowledge to each engagement, thereby providing our clients with the best possible results. Our work environment includes: * Casual work attire * Growth opportunities * Food provided * Regular social events After a rigorous due diligence process, we provide experience and judgment, along with industry and valuation knowledge to each engagement, thereby providing our clients with the best possible results. Valuation is our only business. Our commitment to service is matched by our intense focus on delivering results. Developed and refined over many years, our process has been carefully crafted to deliver independent, thoroughly supported, on-time and credible valuations to clients. The success of this process is reflected in the firm’s reputation in the marketplace. Time and again, attorneys, accountants, estate and insurance planners, bankers and others—from the most prestigious firms to the sole practitioner—recommend and turn to us for a broad range of valuation needs. We are seeking a Valuation Manager/Senior Manager who is passionate about the value they create for clients and the team. The ideal candidate will have more than five years of experience valuing complex securities, a strong knowledge of traditional and alternative investment products, and a proven track record of creating innovative solutions to valuation problems. Job Type: Full-time Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off Schedule: * 8 hour shift * Monday to Friday Supplemental Pay: * Bonus opportunities * Commission pay Application Question(s): * How many years of litigation experience do you have? * How many times have you testified as an expert in a litigation matter? Experience: * Business valuation: 10 years (Required) Work Location: In person Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-JL1

Job Description The Organization: The Wealth Alliance is a Melville, New York-based hybrid registered investment advisory firm. WA was founded in 2019 and currently employs over 20 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: We are seeking a strategic and experienced Human Resources Director for a Registered Investment Advisor (RIA). This individual will lead and shape the overall HR strategy, aligning it with business goals and ensuring compliance with all legal and regulatory requirements. The HR Director will oversee talent acquisition, compensation and benefits, performance management, and employee relations—fostering a positive, high-performing work environment while driving key HR initiatives to support organizational growth. A critical component of the role includes leading the human capital strategy for mergers and acquisitions, including due diligence, workforce planning, and cultural integration to ensure smooth transitions, mitigate risk, and support long-term success. Responsibilities: • Develop and implement HR strategies that align with the RIA's overall business objectives, including talent acquisition, retention, and development., • Oversee recruitment, hiring, onboarding, and performance management processes., • Address employee concerns, conflicts, and grievances, and develop and enforce policies that promote a positive work environment., • Ensure the RIA complies with labor laws, regulations, and industry standards., • Develop and implement training programs to enhance employee skills and performance., • Manage compensation and benefits programs to attract and retain talent., • Oversee the efficient and effective operation of the HR department., • Develop and track HR metrics to measure the effectiveness of HR programs and initiatives., • Provide leadership and guidance to the HR team and communicate HR policies and procedures effectively., • Ensure compliance with SEC regulations related to employee licensing, registration, and conduct., • Develop a strong understanding of the financial services industry and the specific needs of an RIA., • Build strong relationships with financial advisors and understand their unique needs and challenges., • Ensure adherence to any local regulations around M&A activities that affect employee terms and conditions, safeguarding against legal issues and ensuring a smooth transition., • Conduct due diligence on the target company's HR practices, developing workforce plans, managing communication and change, and facilitating cultural integration., • Ensure compliance with HR-related laws and regulations and oversee the integration of HR systems, policies, and practices post-merger., • Assess potential risks and identify synergies that can be leveraged pre/post M&A activities. Qualifications: • Bachelor's degree in Human Resources, Business Administration, or a related field, with a Master's degree preferred., • Significant experience in HR management, with experience in the financial services industry a plus., • In-depth knowledge of employment law, HR policies and procedures, and industry best practices., • Excellent leadership, communication, interpersonal, and problem-solving skills., • Ability to adapt to a fast-paced and changing environment., • Prioritize a varied and diverse set of tasks in order to set appropriate priority on both short and long-term goals. Salary & Benefits: • $175,000-200,000, BOE, • Medical, Dental & Vision, • Basic and Supplemental Life, AD&D Insurance, Disability, • Flexible Spending Account, Health Savings Account, • Employee Assistance Program, • 401(k) #INDM

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

Business Analyst Define new operations business process improvement opportunities Providing ad-hoc data analysis for business process improvement projects Preparing financial and operational analysis Prepare financial data, reports and analysis Creating weekly/monthly/quarterly/ad-hoc reports Assist

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Customer Service Representative.Are you passionate about pets and love connecting with people who feel the same?.At Finger Lakes Pet Resort, we're seeking a warm and friendly Customer Service Representative to be the first point of contact for our valued clients and their furry friends.In this role,

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative.With Raymour and Flanigan, you'll quickly learn that our core beliefs are about you! We believe that if we treat our associates well, they will treat our customers well.We will continually ask you to think outside of the box to raise the bar in our business and we wil

Shop Operations & Inventory Manager.We're looking for a dependable and organized Shop Operations & Inventory Manager to help keep our plumbing team running strong.You'll be responsible for ordering parts, managing shop stock, maintaining vendor relationships, and keeping all work trucks fully suppli

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-t

Under general supervision, performs advanced administrative assignments.Requires continuous use of advanced technical and business vocabulary and a detailed knowledge of departmental procedures and operations.Provide proactive executive assistance to the Area Retail Leader.Performs advanced and dive

Customer Service Representative.County Waste, a Waste Connections Company, is looking to add a Customer Service Representative to our team in Clifton Park, NY.Schedule: Monday through Friday, 8:00am to 5:00pm.We are Waste Connections, an integrated services company that provides solid waste collecti