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Job DescriptionGrowing AmLaw 200 Firm - Flexible Hybrid Schedule This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $425,000 - $460,000 per year A bit about us: We’re a forward-thinking law firm with hundreds of attorneys advising clients across diverse industries, including technology, life sciences, and financial services. Our approach goes beyond delivering legal solutions—we build lasting partnerships, anticipate challenges, and deliver results with integrity and creativity. Collaboration, respect, and community engagement are at the heart of everything we do. Why join us? Here, you’ll find a collegial environment that values mentorship, professional growth, and inclusivity. We offer competitive benefits, including comprehensive health coverage, retirement savings options, and generous paid time off. Our culture encourages entrepreneurial thinking, supports career development, and gives you the resources to succeed while working alongside talented colleagues on meaningful matters. Job Details We are seeking a highly qualified Counsel to join our Tax practice. We advise on a wide range of complex tax matters, with particular emphasis on funds-related and M&A tax issues. In this role, you will work independently and collaboratively to advise clients on the tax aspects of sophisticated transactions, including: Fund formation, structuring, and operations Mergers, acquisitions, and divestitures Cross-border investments and acquisitions We also value experience providing tax guidance to startups and their founders. The position requires strong analytical skills, sound judgment, and the ability to work seamlessly with our teams and clients. What we’re looking for: 8+ years of transactional tax experience at a leading law firm or accounting firm Admission to the New York or New Jersey bar Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Job DescriptionAbout the Organization A mid-size trial law firm with offices across multiple states, dedicated to advocating for injured individuals. The firm focuses on representing people rather than corporations and is committed to helping clients obtain the justice they deserve. Responsibilities Bookkeeping and Accounting Duties: * Process accounts payable and receivable transactions, including verifying invoices and issuing timely vendor payments * Prepare transactions for bank reconciliations * Generate departmental financial reports * Resolve discrepancies or issues related to financial transactions * Manage accounts receivable processes, including client disbursements, payment postings, and check issuance * Handle credit card transaction processing * Prepare and process bank deposits * Digitize and organize financial documentation Skills, Requirements, and Experience * Minimum of 2 years of bookkeeping experience * Bachelor’s degree in Accounting, Finance, or related field (preferred) * Strong attention to detail and accuracy in data entry and financial calculations * Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office, especially Excel * Excellent organizational and time management skills * Strong analytical and problem-solving abilities * Effective communication and interpersonal skills * Ability to prioritize tasks and meet deadlines in a fast-paced environment * Commitment to maintaining confidentiality of financial information Pay Details: $70,000.00 to $85,000.00 per year Search managed by: Jeffrey Kamberg Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. ]]>

Job Description Job 18701A: Settlement Coordinator National law firm is hiring a Settlement Coordinator to join its midtown Manhattan team. The ideal candidate is a meticulous and analytical professional with: • 1+ year(s) of accounting experience, • Legal settlement coordination experience, a plus, • QuickBooks experience, preferred, • Microsoft Office Suite proficiency, • Excellent written and verbal communication skills Responsibilities: • Review settlement agreements and case expenses, • Manage disbursements, • Manage client communication and inquiries, • Assist with additional tasks, as needed Additional information: • Salary: $50K - $65K (non-exempt) commensurate with experience + benefits including healthcare, dental, vision, life insurance, long-term disability, PTO, flexible spending account, 401K and more, • Full-time in office Nadine Bocelli & Company, Inc. – New York Legal Staffing, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship, religion, creed, gender, gender identity, sex, sexual orientation, marital status, age, disability, medical condition, height, weight, military status or any other characteristic protected by federal, state, or local law. Company DescriptionDedicated, Experienced, and Committed to Providing Timely Legal Staffing Services to Law Firms and Corporate Legal Departments Serving the New York, New Jersey and Connecticut area. Our quality of service and expertise in the legal field is the key to your success when utilizing our legal staffing services to find the best legal jobs in today's employment market and to advance in your legal career. We take the initiative to quickly match your unique skills, employment needs, and circumstances to a legal placement you can thrive in. There is absolutely no cost to the candidate at any time. Our job listings assist attorneys, office managers, paralegals, legal assistants, legal secretaries and legal job seekers. Let our legal recruiters help you find your ideal legal career opportunity in a fast, efficient, professional and reliable manner. Contact Information: NADINE BOCELLI & COMPANY, INC. - NEW YORK LEGAL STAFFING, INC. Looking for work? Looking to Hire? Legal Staffing Is Our #1 Specialty!!! Better Business Bureau Accredited A+ Rating 45 Rockefeller Plaza 20th Floor New York, NY 10111 All candidates applying to our U.S. legal job openings must be authorized to work in the United States. Reviews Nadine Bocelli & Company, Inc. - New York Legal Staffing, Inc. Find your next job. Search for New York Tri-State legal career listings: New York Legal Staffing Jobs Women-Owned Business NYCDedicated, Experienced, and Committed to Providing Timely Legal Staffing Services to Law Firms and Corporate Legal Departments Serving the New York, New Jersey and Connecticut area.\r\n\r\nOur quality of service and expertise in the legal field is the key to your success when utilizing our legal staffing services to find the best legal jobs in today's employment market and to advance in your legal career. We take the initiative to quickly match your unique skills, employment needs, and circumstances to a legal placement you can thrive in. There is absolutely no cost to the candidate at any time. Our job listings assist attorneys, office managers, paralegals, legal assistants, legal secretaries and legal job seekers. Let our legal recruiters help you find your ideal legal career opportunity in a fast, efficient, professional and reliable manner.\r\n\r\nContact Information:\r\nNADINE BOCELLI & COMPANY, INC. - NEW YORK LEGAL STAFFING, INC. \r\nLooking for work? Looking to Hire? Legal Staffing Is Our #1 Specialty!!!\r\nBetter Business Bureau Accredited A+ Rating \r\n45 Rockefeller Plaza\r\n20th Floor\r\nNew York, NY 10111\r\n\r\nAll candidates applying to our U.S. legal job openings must be authorized to work in the United States.\r\n\r\nReviews Nadine Bocelli & Company, Inc. - New York Legal Staffing, Inc. \r\n your next job. Search for New York Tri-State legal career listings:\r\nNew York Legal Staffing Jobs \r\n Business NYC

Job Description Job Summary Our boutique insurance defense firm seeks an experienced Billing Clerk. Candidates must have knowledge of MS Office, be organized with the ability to multitask, have attention to detail and a proven ability to meet deadlines. The responsibilities will include, but not be limited to: • Preparing and processing invoices for legal services., • Review of files to ensure accurate records of all hours billed., • Finalizing legal invoices, • Uploading to billing platforms, • Handling billing disputes and working toward a timely resolution., • Collaborating closely with attorneys to ensure billing accuracy. A cover letter MUST include a salary requirement and details of past law office experience. Priority consideration will be given to those who: • Proven experience as a Legal Billing Clerk or a similar role within accounting., • Excellent knowledge of billing procedures and practices., • Strong numerical aptitude and attention to detail., • Have used legal case management software; FULL TIME, IN OFFICE Why Would Someone Want to Work at Our Law Firm? Our firm has a collegial working environment where shared responsibilities between all members of our staff is the rule rather than the exception. Simply stated, we hold the opinions of our entire staff in high regard. We encourage our employees to be organized, to show initiative and to be resourceful. We are a close-knit group of professionals who enjoy working together and foster an environment for the advancement of all. Company DescriptionOur well-established firm has a reputation for excellence, practicing insurance defense law for over 60 years. We are based in Midtown, close to Bryant Park, and equidistant from Penn Station, Grand Central Station and the Port Authority.Our well-established firm has a reputation for excellence, practicing insurance defense law for over 60 years. We are based in Midtown, close to Bryant Park, and equidistant from Penn Station, Grand Central Station and the Port Authority.

Job Description Who you are: You are a highly motivated self-starter looking to propel your career to the next level in a thriving and collegial professional environment. Who we are: Tarter Krinsky & Drogin LLP (TKD) is an entrepreneurial, growing, and highly supportive firm located in the heart of New York City. Our position as a mid-size firm promotes a work environment that fosters relationship building inside and outside of the office. We care about each other, our clients, the work we do, and the communities in which we live. It’s the kind of environment where every employee can develop into their best professional selves, where everyone’s contributions matter, and where each employee makes a real difference right from the start. TKD is a place to challenge, share ideas, and contribute your ideas and skills as part of an exceptional team. Each day holds an opportunity to make a real impact. What the role entails: TKD is seeking a skilled and detail-oriented Legal Secretary to provide high-level administrative and clerical support to attorneys in our Real Estate Practice Group. The ideal candidate will have strong organizational skills, excellent communication abilities, and a thorough understanding of real estate transactions, documentation, and legal terminology. Essential responsibilities include: • Serve as a liaison between attorneys and internal administrative departments to ensure efficient communication and workflow., • Draft, revise, compare, and finalize legal documents related to real estate transactions, including contracts, leases, closing statements, and title documents., • Assist in the preparation and organization of closing binders and post-closing documentation., • Utilize document management software to draft, transcribe, proofread, revise, format, compare, and finalize legal materials with accuracy and attention to detail., • Prepare agendas, presentations, and meeting notes for transactional matters., • Manage billing processes, including time entry, expense reporting, and coordination with Accounting to ensure accurate client invoicing and resolution of billing issues., • Maintain accurate timekeeping and update systems such as Rippe for expense and billing tracking., • Organize and maintain client files, correspondence, and records in accordance with firm policies and document retention protocols., • Manage attorneys’ calendars, schedule meetings, and coordinate appointments., • Conduct conflict checks and prepare engagement and retainer letters., • Schedule and manage the Real Estate Department’s monthly lunch meetings and social events., • Uphold confidentiality and professionalism in all client and internal interactions., • Foster collaborative relationships with attorneys, staff, and clients, providing exceptional service and support., • Greet clients and visitors with warmth and professionalism., • Provide backup support to other legal assistants and contribute to team success., • Support business development initiatives and participate in committee projects as needed., • A minimum of three (3) years of recent experience as a legal secretary, executive assistant, or administrative professional in a legal setting., • Bachelor's degree required., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Adobe Acrobat, and legal document management systems., • Advanced Word processing and PDF skills and a typing speed of 60–65 wpm with high accuracy., • Strong understanding of legal terminology and real estate documentation., • Ability to maintain a professional, courteous, and flexible demeanor in a fast-paced environment., • Demonstrated discretion and diplomacy in handling confidential and sensitive matters., • Excellent organizational, time management, and multitasking skills with a keen attention to detail., • Ability to work independently and collaboratively under pressure to meet deadlines., • Flexibility to work overtime. What you'll love about us: We care about your professional and personal growth. Training and developing our team members are at the heart of everything we do. We are committed to cultivating development opportunities for you and helping you achieve your targeted career goals. The firm values your unique characteristics. We foster an inclusive and diverse environment where multiple perspectives are appreciated as we understand that our employees play an intricate role in the expansion and success of our firm. Compensation & benefits: The good faith base annual salary range for this position is a minimum $55,000 to a maximum of $110,000. The actual salary rate offered to candidates within that range will depend on a variety of factors, including without limitation, years of relevant experience, applicable education/certification(s), office location, and the candidate's overall qualifications for the position as assessed by the Firm. Market and Firm factors are also considered. Our generous benefits package includes medical, dental, vision insurance; 401K, disability, life insurance, and Paid Time Off (PTO). More about the Firm: TKD is a pre-eminent full-service firm focused on serving middle-market and larger business clients. We provide high-quality personalized service based on our client’s goals. The strength of the firm lies not only in its experienced attorneys and congenial atmosphere but also in our holistic approach to law – serving businesses and individuals through commercial litigation, general corporate, real estate, construction-related matters, trust and estates, employment & labor law, as well as more specialized areas, including securities, not-for-profit and education, taxation, business-related immigration matters, international law, intellectual property, and bankruptcy, among others. Our lawyers have also garnered several prestigious recognitions for their contributions to the profession and their clients. We have been selected by Crain’s NY Business as a Best Places to Work in New York City and listed on the National Law Journal’s Hot List of the top 20 mid-sized firms in the nation. Many of our lawyers are ranked in Chambers USA and included among Best Lawyers and Super Lawyers. TKD is an Equal Opportunity Employer. We embrace equal employment opportunity and inclusiveness. We prohibit discrimination based on, among other characteristics, race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, immigration or citizenship status, age, disability, genetic information (including family medical history), political affiliation, status as a veteran or active military service member, and pregnancy and lactation accommodations, in our employment practices including, but not limited to, recruiting, hiring, and promoting. TKD will not accept unsolicited resumes from search firms for this employment opportunity. All resumes submitted by search firms to any employee at TKD via mail, email, fax, the Internet, or in any other form and/or method without a valid written search agreement in place will be deemed the sole property of TKD. TKD will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.

Job DescriptionNEW Mergers & Acquisitions, Tax Manager Opportunity-Flex Schedule!! This Jobot Job is hosted by: Audrey Block Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $150,000 - $250,000 per year A bit about us: We are a small consulting firm working directly with a Big Four client. We are looking for an experienced, autonomous, tax manager with a background in mergers and acquisitions. Please contact me for further details, as this is a unique opportunity that will not be available for long! Why join us? Opportunity to work directly with a seasoned finance and accounting professional Path to partnership Work directly with the Big Four Extremely competitive compensation Flexible schedule Job Details Job Details: We are seeking a Mergers & Acquisitions, Tax Manager in the Accounting + Finance industry. This role is integral to our team and will play a crucial part in the strategic growth and development of our company. You will be responsible for leading tax planning, compliance, and provision activities related to mergers and acquisitions Responsibilities: • Lead and manage tax due diligence, structuring, and modeling for potential M&A transactions., • Collaborate with internal and external stakeholders to ensure smooth integration and transition during M&A activities., • Review and manage all tax aspects of quarterly and annual tax provision calculations related to M&A activities., • Oversee preparation and review of tax filings related to M&A, ensuring compliance with local, state, federal, and international tax laws., • Identify and implement tax planning strategies to minimize tax liabilities and risks., • Provide expert advice on tax implications of business decisions related to mergers and acquisitions., • Collaborate with the finance team to ensure accurate financial reporting and forecasting related to M&A tax impacts., • Bachelor’s degree in Accounting, Finance, or a related field is required; a Master’s degree or CPA is preferred., • Minimum of 8 years of experience in tax management with a focus on M&A in the Accounting + Finance industry, Big Four experience is required., • Extensive knowledge of tax laws and regulations, particularly those related to mergers and acquisitions., • Strong experience in tax accounting, filings, and finance., • Exceptional analytical, problem-solving, and decision-making skills., • Excellent leadership and team management abilities., • Strong communication skills, with the ability to explain complex tax issues in a clear and concise manner., • Proficient in tax software and other accounting tools., • Ability to thrive in a fast-paced, high-pressure environment., • Proactive and forward-thinking, with a strategic approach to business decisions., • Detail-oriented, with a high level of accuracy in work output. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionA growing real estate firm is seeking a seasoned Senior Property Accounting Manager to lead financial operations for a rapidly expanding portfolio. The company has recently acquired 12 new properties and has grown rapidly over the last few years. This is a high-impact role reporting directly to the Director of Finance, with 4 direct reports (including offshore team members).Why Join? * Company growth and stability with low turnover * Dedicated Learning & Development team * Annual off-site staff recognition events * Volunteering opportunities and strong employee engagement Key Responsibilities * Lead financial statement preparation and analysis for property portfolio * Oversee intercompany and payroll-related entries across managed properties * Ensure compliance with GAAP, tax regulations, and internal policies * Mentor and manage a team of property accountants * Drive process improvements and implement best practices * Coordinate audits and due diligence efforts * Communicate financial insights to senior leadership and stakeholders * Evaluate and enhance accounting systems (Yardi preferred) Qualifications * Bachelor’s in Accounting, Finance, or related field (CPA preferred) * 8–10 years of property accounting or real estate finance experience * Proven leadership managing accounting staff (beyond AP/AR) * Strong understanding of GAAP and property-related tax laws * Proficiency in Yardi, Microsoft Office, and ERP/accounting systems * Excellent communication and analytical skills * Must be authorized to work in the U.S. Pay Details: $130,000.00 to $140,000.00 per year Search managed by: Beena Haniff Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. ]]>

A Major Real Estate/REIT firm in NYC is looking to add a Director of Tax Advisory that has a strong Transactions background from a Top Law Firm. POSITION RESPONSIBILITIES: The role of Director is involved in the planning, research, and execution of numerous real estate transactions. The successful candidate will possess significant transactional experience and a strong knowledge of real estate partnership taxation, REIT taxation, and FIRPTA. Key responsibilities include: • Identify and resolve various tax issues related to the acquisition, ownership or disposition of a real estate investment., • Coordinate entity due diligence and third-party REIT due diligence reports, where necessary, on property or portfolio acquisitions., • With respect to each acquisition, review any purchase and sale agreements and all other related transaction documents., • Review partnership agreements with specific attention to tax allocation provisions and other related tax provisions., • Quantify and communicate the tax risks associated with business transactions to senior management in order to facilitate their decision-making process., • Identify and analyze tax deferral strategies where appropriate and determine their feasibility to implement., • Work with advisors to structure various U.S. and international real estate funds and joint ventures to facilitate the inflow of capital by diverse groups of U.S. and non-U.S. investors, • Coordinate and review tax advice and/or opinions from external accounting and law firms, including negotiating firm representations., • Strong knowledge of FIRPTA and U.S. foreign withholding tax provisions., • Coordinate REIT quarterly and annual testing., • Liaise with internal teams and external advisors to assure the proper tax accounting treatment of business transactions., • Review newly enacted tax legislation applicable to the real estate industry, particularly in the areas of partnerships, REITs, inbound and outbound investments. Requirements - • 4-8 years Tax Attorney with Real Estate/REIT experience., • Someone who specializes in structuring & planning for complex REITs, • JD, LLM

Position: Legal Secretary, Litigation Law Firm: Top 200 Ranked Globally Location: Newark Onsite Schedule: Hybrid (4) days Target Salary: $70,000 - $90,000 (DOE) with OT and Bonus as additional compensation Primary Functions • Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation., • Transmits information to courts and third parties by electronic filing, preparing submission in accordance with governing rules, creating proofs of service, drafting correspondence, completing courtesy copies, and strict adherence to deadlines., • Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents; collecting and analyzing information; initiating telecommunications; organizing client conferences and attorney meetings; scheduling couriers, and other special functions; coordinating preparation of charts, graphs, and other visuals; preparing expense reports. Circulates information and documents in a time sensitive manner., • Maintains attorneys' calendars by planning and scheduling conferences, teleconferences, depositions and travel., • Provides historical reference by developing and utilizing the filing and retrieval systems., • Maintains electronic filing system (FileSite/iManage) and hard copies for record keeping when necessary., • Represents attorneys by communicating and obtaining information; following-up on delegated assignments; knowing when to act and when to refer matters to attorney., • Coordinates billing on a monthly basis including inputting attorney billable and non-billable time, preparing and editing draft bills and final invoices and distribution to clients. Tracking of paid and outstanding invoices., • Prepares Chrome River reimbursement and credit card expenditure reports to accounting for assigned fee earners., • Supports the New Client Intake process which includes the conflicts check, matter details and Engagement Letter preparation., • Maintains client confidences by keeping client/attorney information confidential.

The ideal candidate will have a strong background in financial analysis within a professional services or law firm environment, with the ability to transform complex financial data into actionable insights. This position requires a detail-oriented professional who thrives in a collaborative setting and can manage multiple priorities in a deadline-driven environment. Key Responsibilities • Prepare, analyze, and distribute monthly, quarterly, and annual financial reports to leadership., • Utilize Oracle and Aderant systems to extract, reconcile, and analyze financial data for budgeting, forecasting, and profitability analysis., • Monitor key performance indicators and provide recommendations to improve operational efficiency and profitability., • Partner with department heads and practice leaders to review financial performance and support strategic planning., • Conduct variance analysis, identifying trends, risks, and opportunities for cost control and revenue growth., • Assist with annual budgeting and reforecasting cycles, ensuring accuracy and consistency across departments., • Support ad hoc financial analysis and special projects as assigned. Qualifications • Bachelor’s degree in Finance, Accounting, or related field., • Strong experience in financial analysis, preferably within a law firm or professional services environment., • Proficiency with Oracle and Aderant systems is strongly preferred ., • Advanced Excel skills, including pivot tables, VLOOKUPs, and data modeling., • Strong analytical, problem-solving, and organizational skills., • Excellent communication skills, with the ability to present findings clearly to both financial and non-financial stakeholders.

About Us: Brewer, Attorneys & Counselors handles cutting-edge, high-stakes cases in a variety of substantive legal fields. We successfully compete with firms many times larger in size due to our entrepreneurial DNA and our investments in technology and people. Our goal remains what it has always been - to transform the art of advocacy services by integrating professionals across a variety of disciplines - including consultants, accountants, investigators, and public relations experts- who partner with attorneys to create a fully integrated legal team dedicated to advocacy at the highest level. The Consulting Group at Brewer, Attorneys & Counselors was established in 1990 and serves a critical role in the firm’s advocacy. The consultants are responsible for the strategic, commercial, business, and industry analysis that shapes case strategy, informs client development, and enhances the firm’s financial expertise. Our team works collaboratively with the firm’s attorneys, investigators, and crisis management experts. The group is comprised of professionals with backgrounds in sectors such as financial services and public accounting. Unlike traditional consulting roles, our consultants work directly inside a law firm environment, shaping litigation strategy and client engagement from day one. The Consulting Group is recruiting full-time professionals in the New York office. What You’ll Do: • Synthesize clear takeaways from complex sets of information into recommendations., • Review and identify documents relevant to a dispute or investigation., • Analyze financial transactions for a variety of situations, including the evaluation of business performance, economic motivations, valuation considerations, and fraud., • Prepare presentations and reports for clients and their boards – providing strategic recommendations, financial analysis, and case findings., • Prepare key witnesses for deposition or trial., • Balance multiple projects and responsibilities. About You: • Work experience in an established accounting, consulting firm, or other professional services firm., • Strong analytical, quantitative, and financial modeling skills, with a proven ability to synthesize complex information into actionable insights., • Strong time management skills to meet tight deadlines and project deliverables., • MBA, CPA or strong financial background., • Experience with accounting, management reporting, and financial reporting systems., • Adept project management skills evidenced from prior work history., • Passion for advocacy with an ability to excel in a fast-paced environment., • Ability to construct high-quality presentations and analysis for executives and company boards., • Ability to work effectively and directly with senior leadership., • Strong proficiency with Microsoft Word, Excel, and PowerPoint., • Travel flexibility. Opportunities: The Consulting Group is recruiting professionals across two career tracks, each designed to provide meaningful, long-term professional growth at the firm: Early-career professionals with 3–5 years of post-college or graduate school experience. This track provides opportunities to build deep expertise, take on increasing responsibility, and establish a long-term career at the firm. Experienced professionals with 6–10 years of post-college or graduate school experience. This track offers the chance to lead projects, mentor colleagues, and develop into senior leadership roles over the course of a sustained career with the firm. The anticipated annual base salary range for this position is 200K-400K. Actual compensation will be determined based on a variety of factors, including but not limited to the candidate's experience, qualifications and skills.

Fund Services This wholly owned subsidiary of Morgan Stanley administers over $600 billion of hedge fund assets. Using the firm’s proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by more than 1,350 professionals based in New York, Westchester, London, Hong Kong, Dublin, Glasgow, Mumbai, and Bangalore. Regulatory Reporting Overview The Regulatory Reporting team at Morgan Stanley Fund Services provides our hedge fund clients reporting solutions to navigate complex domestic and international regulatory filings. The group is responsible for regulatory and transparency reporting products such as Form PF, Annex IV (AIFMD), OPERA (Open Protocol Enabling Risk Aggregation), CPO-PQR, and 13F for submissions to various regulatory bodies including the SEC, FCA, ESMA and CFTC. The Regulatory Reporting team seeks a Director with a keen interest in finance and markets to join our team. The candidate will primarily be responsible for review of regulatory filings. Aspects of reporting include, client portfolio exposures and liquidity, counterparty exposures and collateral, trade volume, risk exposures, investor classifications and liquidity. The role also offers the opportunity to engage with various groups within the department and Firm. Key Responsibilities • Act as a primary point of contact for hedge fund CFOs/COOs/Controllers across regulatory reporting offerings, • Utilize ISDA and Prime Brokerage Reports to produce counterparty exposure, • Analyze and review portfolio exposures across industries, geography, and asset classes, • Review Portfolio VaR (Value at Risk) and Stress Tests across market factors, • Build and establish relationships with key internal stakeholders to ensure integrity of reporting data, • Review and analyze new regulatory reporting developments and scope out requirements The candidate should possess: • Basic understanding of common financial instruments (e.g., equity swaps, futures, options, bonds, and foreign currency forwards), • Strong analytical, interpersonal, verbal, and written communication skills, • Collaborative, quick learner, adaptable, problem solver, possess a strong work ethic, and ability to multi-task, • A keen interest in finance and markets, • Intermediate Excel skills required, • Knowledge of VBA and Bloomberg desired but not required, • Bachelors in Accounting/Finance/Economics or any related field We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser. Expected base pay rate for the role will be between $95,000 to $190,000 for a Director per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Overview: Hartree Partners is a global energy and commodities firm with an international reputation for integrity. In the ever-evolving Global Energy Industry, Hartree Partners uses decades of experience in the physical and financial energy and commodities markets to explore the opportunities this evolution provides. Hartree assists customers in participating in new markets and navigating their complexities for maximum revenues at minimum risk. The company provides a wide range of services to a substantial and diversified customer base that includes corporations, financial institutions, governments and individuals. Founded in 1997, the firm is headquartered in New York and today, operates across 18 global offices and employs approximately 800 people in its core trading operations. Together with its affiliates, Hartree employs nearly 1,700 people supporting the firm’s growing strategic asset portfolio to complement its merchant trading capabilities. It is owned by the company’s founding partners, senior staff, and Oaktree Capital. As the transition from traditional fossil fuels to sustainable fuels accelerates and produces extreme market volatility, Hartree is uniquely positioned to capitalize on opportunities from both a trading and asset investment/acquisition perspective. Hartree operates with major investments in commodities, environmental instruments, asset management, advisory services and infrastructure solutions. Find out more about us by visiting our website at: Job Summary: We are seeking a highly motivated and detail-oriented Senior FP&A Analyst to join our Financial Planning & Analysis team in New York. This role will play an integral part in driving financials insights and supporting strategic decision-making through management reporting, budgeting & forecasting, and financial modeling. The ideal candidate has a strong analytical mindset, excellent communication and organizational skills, and the ability to translate complex data into actionable insights for senior leadership. Job Responsibilities: • Management Reporting: prepare and deliver recurring financial reporting, dashboards and presentations to senior management and stakeholders ensuring accuracy, timeliness and clarity, • Financial Modeling: build and maintain dynamic financial models to evaluate business profitability, performance, scenario planning and decision support for strategic initiatives. Valuation modeling experience is preferred, • Budgeting & Forecasting: prepare and deliver annual budgeting process and ongoing forecasting across, collaborating with cross-functional teams to align financial plans with business objectives, • Variance Analysis: analyze key business drivers and trends to help explain results and inform decision-making, • Strategic Support: partner with functional heads to provide qualitative insight into business performance and aggregating information for executive-level presentations, • Financial Systems: operate directly within financial systems and tools (Oracle EPM, Netsuite, Concur experience is a plus), • Process Improvement: collaborate with teams across the organization to solution and deliver key financial process improvements introducing governance and controls Job Requirements: • Bachelor’s degree in Finance, Accounting, Economics, or a related field, • 3–5 years of experience in FP&A, corporate finance, or related fields, • Strong financial modeling and Excel skills; experience with BI tools and ERP systems preferred, • Solid understanding of financial statements, accounting principles, and key business drivers, • Excellent analytical, problem-solving, and communication skills, • Ability to manage multiple priorities in a fast-paced environment and deliver under tight deadlines **The salary range for this position is $110,000 - $140,000. Employees may be eligible for a discretionary bonus in addition to base pay. This range is an estimate, based on potential employee qualifications, work location, operational needs and other considerations permitted by law.

Location: Jersey City, NJ Type: Remote/Hybrid - 3 days in office 2 days remote 🚀 We’re Hiring: VP of Finance & Accounting 🚀 We’re partnering with a growing professional services firm to find a strategic, hands-on finance leader to own and optimize all aspects of accounting and finance. This role will lead the in-house finance team, drive financial strategy, implement scalable processes, and partner with senior leadership to support business growth. Key Responsibilities: • Lead, mentor, and manage the in-house accounting and finance team, fostering professional development and a culture of accountability and collaboration., • Develop and implement scalable financial processes, policies, and strategies that align with organizational goals and support long-term growth., • Drive continuous process improvements and efficiency initiatives across the finance function, leveraging technology and best practices., • Oversee all aspects of financial operations, including planning, reporting, and analysis to inform strategic decision-making., • Partner closely with senior leadership to execute financial strategies, optimize profitability, and support strategic business initiatives., • Manage daily cash operations and prepare accurate cash flow reports to ensure liquidity and effective working capital management., • Perform month-end, quarter-end, and year-end close processes, including preparation and review of financial statements, reconciliations, and supporting schedules., • Oversee accounts payable and accounts receivable processes, ensuring accuracy, timeliness, and compliance with policies., • Produce, analyze, and present comprehensive financial reports and key performance metrics to leadership., • Maintain the general ledger, review and post journal entries, and ensure accurate financial records., • Evaluate, implement, and streamline policies, procedures, and internal controls to strengthen financial governance., • Drive financial discipline by developing, monitoring, and improving internal controls and operational compliance., • Lead forecasting and annual budget processes, providing insightful analysis and recommendations to support strategic decision-making., • Collaborate with external tax advisors to ensure accurate and timely preparation of tax filings., • Serve as the primary point of contact for external auditors, coordinating audits and ensuring compliance with accounting standards. Qualifications: • Bachelor’s degree in Accounting or Finance; advanced degree in Finance or Accounting preferred., • CPA designation preferred., • 8+ years of managerial and progressive experience in accounting and finance, with experience in professional services firms a plus., • Strong knowledge of US GAAP; understanding of partnership taxation is a plus., • Advanced Excel skills, including financial modeling, analysis, and reporting., • Experience with law firm or professional services accounting software is a plus., • Proven ability to manage multiple priorities in a fast-paced environment while meeting strict deadlines., • Strong leadership and interpersonal skills; capable of effectively managing up and down within the organization., • Strategic thinker with excellent analytical, problem-solving, and communication skills.

Senior Collections Coordinator New York, NY Schedule: Hybrid 3 days in office Job Description A large global professional services firm seeks a Senior Collections Coordinator to join their dynamic team. This role will be responsible for supporting the firm’s overall financial health and strengthening client relationships, while monitoring the office’s accounts receivable (A/R) and actively engaging with attorneys, Attorney Support Assistants, Senior Coordinators, Revenue Coordinators, and Assistants (the “Revenue team”), and clients to facilitate timely payments. Responsibilities: • Developing an understanding of the practice office’s A/R through regular meetings with billing attorneys, the Revenue team, and Attorney Support Assistants/Specialists, and documenting this information in the firm’s internal inventory management tracking systems, • Coordinating with the billing attorneys and the Revenue team to determine the most appropriate course of action to address aged A/R, collect payment, and reduce collection days, • Constantly updating billing attorneys and Revenue team members on outstanding items that require action and may conduct client outreach on action items as directed by billing attorneys, • Producing regular and ad hoc financial and statistical information for the Senior Accounting Manager, Finance Committee, practice office leadership, and, as requested, billing attorneys, exhibiting judicious use of financial systems, • Serving as an escalation point for the Revenue team to guide them or take on more complex or challenging collections issues, • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information Qualifications: • Exhibit excellent verbal and written communication skills, • Possess strong technology skills, including intermediate knowledge of MS Office and Excel, • Demonstrate knowledge of 3E, CMS, or similar legal accounting systems, • A high school diploma or equivalent required, • A bachelor’s degree in accounting, or related field, preferably, • A minimum of three (3) years of experience working in a legal or professional services environment, including exposure to general accounting practices, • Experience with professional services collections strategies, preferably, • Excellent salary with bonus potential "We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law."

We've partnered with a Financial Services Firm in Jersey City, NJ who is looking for a finance candidate to join their team. This is an entry-level role that involves helping to process and settle financial trades, working with internal teams and external partners to make sure everything runs smoothly. Responsibilities: * Help process and settle stock and bond trades through DTC (Depository Trust Company). * Double-check trade details like account numbers and quantities to make sure everything is correct. * Handle incoming trade requests and make sure they meet daily deadlines. * Communicate with clients and brokers by email or phone to fix any issues or answer questions. * Flag and escalate any trade problems to your manager, especially high-value issues. * Keep records and assist with basic reporting tasks. * Work closely with your team to ensure smooth day-to-day operations. * Look for ways to improve how tasks are done and increase efficiency.Candidate Requirements: • Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business., • Prior finance/accounting internship experience.

Job Description A global law firm is seeking a Finance Lead for their dynamic team. This role will leverage financial data and a robust, in-depth understanding of the Firm's revenue metrics and the Firm's business to provide analytical insight on key strategic issues. In this role, you will collaborate directly with the firm's most senior leaders, the firm's partners and associates, and peers in Business Development, Attorney Development, Pro Bono, Knowledge Management, and Strategic Library Services. The work improves client retention, accelerates inventory turnover, optimizes attorney staffing, reduces fee write-offs, evaluates the strengths and opportunities of our legal practices, and assesses the strategic value of current clients. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence. Responsibilities · Identifying, developing, and maintaining new opportunities for the finance team by collaborating with cross-functional teams and leveraging insights to enhance meaningful outcomes and cross-functional relationships · Leveraging project management principles to manage firmwide financial projects and complete other complex financial requests needed by department management · Applying business, economic, finance, and accounting principles to the firm's internal financial data to help firm leaders simplify and ultimately solve complex problems, while leveraging SAP Business Objects to query data and Excel to effectively and efficiently synthesize that data · Ensuring emails received through the team's shared email are handled in a timely, professional manner, including prioritizing urgent requests and ensuring effective handoff with the team in the next time zone · Developing standard tools for reporting and analyzing data · Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that firm retains Qualifications · A bachelor's degree in finance, accounting, business administration, economics, or a related field · A minimum of five (5) years of analytical experience in finance or accounting · A minimum of two (2) years of supervisory experience at a professional services organization, preferably · Possess excellent analytical skills · Demonstrate the ability to work independently and proactively identify opportunities for improvement and innovation within the team · Display the ability to work in a team environment with a customer-service focus Many of our job openings can be viewed at IND-1

Job Description A global law firm seeks a Senior Manager of Collections to join their dynamic team. About the Role The Senior Manager of Collections is an integral part of the firm's Global Finance team and will be responsible for implementing a robust collections management structure within the firm, as well as developing and implementing a comprehensive collections management structure to enhance the firm's collections process. Please note that this is a hybrid role requiring in-office presence three days per week, or as business needs dictate. Responsibilities • Collaborating with local accounting managers and office administrative leaders to establish and maintain effective collections procedures and stay apprised of collections activity, • Proactively engaging with local accounting managers, office administrative leaders, e-Billing teams, and billing attorneys to address and resolve complex collections issues, • Reviewing accounts receivables ledgers regularly to determine the most effective course of action for overdue accounts, • Corresponding with clients daily by email/phone regarding payment, providing copies of invoices, spreadsheets, and account information as needed, • Preparing and distributing collection letters and statements of account with strong attention to detail, • Display a proven track record of successfully implementing collections strategies and improving collections cycles, • Possess experience with the selection, implementation, and optimization of collections software, • Demonstrate familiarity with automated collections processes or AI-driven tools for improving collections efficiency, • A bachelor's degree or equivalent; relevant experience may be considered in lieu of a degree, • A minimum of ten (10) years of experience in inventory management or collections, • Experience in a law firm or professional services environment, preferably Many of our job openings can be viewed at IND-1

Job Description Joining our client is a chance to do important work that creates change and shapes the future of healthcare. Thinking differently is what they do best. To them, change equals opportunity. Every day, their colleagues are challenging what’s possible and making headway to innovate new treatment pathways to advance patient outcomes and set new standards of care. ESSENTIAL DUTIES AND RESPONSIBILITIES Core responsibilities include: • Implementing the overall philosophy and strategy of the organization regarding all legal operations, matters, and decisions, and ensuring our practices, policies, business activities and decisions are compliant and consistent with company values and culture;, • Serving as a member of, and collaborating effectively with, the senior leadership team, providing strategic advice on a variety of high-level, critical and time-sensitive issues relating to the company’s business;, • Managing, developing, and motivating a team of attorneys and other professionals working in multiple regions across the country, • Participating in the development and execution of expansion strategies, including the establishment of businesses in new markets and the refinement of business models in existing markets, • Supporting RFP and tender submissions and negotiating agreements with distributors and suppliers in multiple jurisdictions and under a variety of complex legal and regulatory schemes, • Collaborating with the compliance team to ensure the company's business and its partners operate with transparency, in conformity with applicable law, and according to the highest ethical standards, • Managing subsidiaries and other entities, including intercompany agreements and intercompany loans, • Providing product counseling and guidance on commercial and regulatory affairs initiatives to ensure compliance with applicable laws and regulations, • Supporting Business Development with respect to expansion activities, conducting or providing support on due diligence, drafting and reviewing term sheets and definitive agreements, and participating in post-closing integration activities, • Managing the selection, work direction,a nd expenditures of outside counsel as well as the Company’s legal budget, • Oversight of legal operations, building and implementing the legal ops strategy, managing the legal ops team, and responsible for the legal ops budget Additional responsibilities and expectations in this role include: • Providing support for employment matters, • Conducting legal and other factual research as needed, • Developing an understanding of and familiarity with the company’s business, people, products, technology, markets, facilities, customers, and competitors in order to assist the company in meeting overall strategic objectives, • Handling a high volume of legal work and responding to client demands efficiently and practically;, • Engaging as a valued business partner within the law department and with other internal clients; Requirements include: • Bachelor’s degree and J.D. from accredited institutions;, • 10 to 15 years of experience in a combination of private practice and corporate legal department, with substantial experience supporting business activities. Healthcare or medical industry experience preferred, • Comfort navigating different international legal and regulatory schemes;, • Understanding of local laws relating to distributors, sales agents, and other commercial partners;, • Familiarity with RFP and tender processes;, • Experience with acquisitions and divestitures, including the negotiation of related agreements and management of integration activities;, • Initiative and ability to manage multiple fast-paced projects at the same time from start to completion;, • Flexibility and willingness to work on a variety of different legal disciplines;, • Significant organizational, time management, and follow-up skills and personal discipline are necessary to maintain the current accounting of all active matters and proactively and routinely update relevant stakeholders on matter status, • Strong attention to detail, • High energy and a positive attitude, • Sound judgment combined with comfort and willingness to make decisions, • Ability to travel as needed to support matters and manage the team (estimated to be less than 20% of the time);, • Willingness to embrace change is necessary to drive or support continuous improvements within the law department and for other internal clients, • Ability to represent the company professionally and uphold the highest standards of ethical business practices and socially responsible conduct in all interactions with colleagues, customers, suppliers, and other business associatesCompany DescriptionMatthew Staffing Solutions is a specialty recruiting firm that provides tailored recruiting and business consulting solutions to clients across a variety of industries. Leveraging our teams diverse skills, knowledge, and experience, Matthew Staffing Solutions advances beyond traditional recruiting models to facilitate immediate and long-term value. We build sustainable business relationships that enable our clients to focus on generating revenue instead of worrying about sourcing, screening and recruiting top talent.Matthew Staffing Solutions is a specialty recruiting firm that provides tailored recruiting and business consulting solutions to clients across a variety of industries. Leveraging our teams diverse skills, knowledge, and experience, Matthew Staffing Solutions advances beyond traditional recruiting models to facilitate immediate and long-term value. We build sustainable business relationships that enable our clients to focus on generating revenue instead of worrying about sourcing, screening and recruiting top talent.

Job Description Senior Payroll Manager 180-200K, Hybrid Liberty Personnel is partnered with a TOP AM Law Firm seeking to add a Senior Payroll Manager to their team. Responsibilities: • Oversee the complete payroll process, including bi-weekly payroll processing, payroll reconciliation, and year-end reporting., • Ensure compliance with federal, state, and local payroll regulations, including tax filings, wage and hour laws, and labor regulations relevant to the legal sector., • Maintain and enhance payroll systems and procedures to ensure accurate and efficient payroll processing., • Bachelor’s degree in Accounting, Finance, Human Resources, or a related field., • Minimum of 9 years of payroll management experience, preferably within a law firm or professional services environment., • Comprehensive knowledge of ADP payroll software and advanced proficiency in Microsoft Excel.

Job Description CNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms. The CNM reputation is built upon a foundation of professional excellence and trusted relationships and is recognized nationally for commitment to excellence. Employees value the open and honest environment, consistent focus on work life balance and an outstanding culture that is difficult to find anywhere else in the professional services industry. This unwavering attention to providing an exceptional work environment has enabled CNM to be recognized as a Great Place to Work® for three consecutive years, as well as one of the Best Places to Work in Los Angeles and Orange County. Role is open to hybrid with some remote work. Responsibilities * • Within the allocated budget and with minimal supervision:, • Conduct IT walkthrough meetings, and draft IT risk and controls matrices, technology summaries, and dataflow diagrams, • Perform and document design and operating effectiveness testing over IT general and application controls as well as key reports, • Based on the results of the above, draft articulate and succinct observations and recommendations, • Participate in the development of our IT service line and support the rolling out of new service capabilities and offerings, • Demonstrate clear and concise written and verbal skills to communicate complex issues in simple terms to clients and team members, • Produce quality deliverables requiring minimal review time and review notes, • BA/BS in Information Systems, Computer Science, Accounting, Business, Finance, Economics, Mathematics, Sciences, Engineering or related, • Must be in Eastern Standard Time Zone, • Minimum 2 1/2 years IT Audit in professional services(Big 4 or mid-tier firm), • Strong experience with IT Sarbanes-Oxley (SOX), • Proficient in assessing IT general controls, IT application controls, key reports, and SOC reports, • Familiar with industry research boards, standards, and frameworks, (IIA, PCAOB, AICPA, COSO, etc.), • Able to think critically,maintain logical thought processes, and distill data effectively Apply for this job Company DescriptionCNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms. With its HQ in Los Angeles and three other strategic hubs (New York, San Diego and Orange County), the CNM reputation is built upon a foundation of professional excellence and trusted relationships and is recognized nationally for commitment to excellence. Employees value the open and honest environment, consistent focus on work life balance and an outstanding culture that is difficult to find anywhere else in the professional services industry. This unwavering attention to providing an exceptional work environment has enabled CNM to be recognized as a Great Place to Work® for three consecutive years, as well as one of the Best Places to Work in Los Angeles and Orange County. CNM LLP offers an excellent base, bonus and incentive compensation package. The benefits package is designed to meet an employee’s needs regardless of the stage an employee is at including medical, dental, paid maternity and parental leave, 401(k) with match and flexible spending accounts for employees and dependents. We offer training that assists employees in reaching their career goals and, in addition to a regular paid time off policy, we also offer an extra five days off between Christmas and New Year holidays annually for firm-wide shut down. CNM believes in social interaction and networking and employees participate in unbelievable social events each summer and winter. The firm also supports employees offering an annual technology bonus, health and wellness bonus, monthly cell phone reimbursement, fully stocked kitchens with food, drink and snacks and much, much more. Please reach out to our talent team and we will walk you through why you deserve a career with CNM LLP.CNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms. With its HQ in Los Angeles and three other strategic hubs (New York, San Diego and Orange County), the CNM reputation is built upon a foundation of professional excellence and trusted relationships and is recognized nationally for commitment to excellence. Employees value the open and honest environment, consistent focus on work life balance and an outstanding culture that is difficult to find anywhere else in the professional services industry. This unwavering attention to providing an exceptional work environment has enabled CNM to be recognized as a Great Place to Work® for three consecutive years, as well as one of the Best Places to Work in Los Angeles and Orange County.\r\n\r\nCNM LLP offers an excellent base, bonus and incentive compensation package. The benefits package is designed to meet an employee’s needs regardless of the stage an employee is at including medical, dental, paid maternity and parental leave, 401(k) with match and flexible spending accounts for employees and dependents. We offer training that assists employees in reaching their career goals and, in addition to a regular paid time off policy, we also offer an extra five days off between Christmas and New Year holidays annually for firm-wide shut down. CNM believes in social interaction and networking and employees participate in unbelievable social events each summer and winter. The firm also supports employees offering an annual technology bonus, health and wellness bonus, monthly cell phone reimbursement, fully stocked kitchens with food, drink and snacks and much, much more. Please reach out to our talent team and we will walk you through why you deserve a career with CNM LLP.

Job Description🚀 Now Hiring: Senior Intapp Consultant @ eSentio Technologies 📍 Remote | Full-Time | Travel as Needed 💡 Drive high-impact legal tech projects with top-tier clients At eSentio Technologies, we partner with some of the world’s most prestigious law firms to deliver legal technology solutions that redefine how legal teams work. We're not just consultants—we’re trusted advisors and innovators in the legal tech space. Are you a strategic Intapp consultant who’s interested in consulting to the most prestigious law firms working on the industry’s most complex and interesting cloud Intapp implementations, and leading new technologies developing data and integration solutions? This position will be pivotal to the foundation and growth of our Intapp solution area. We are seeking a highly skilled and motivated Intapp Senior Consultant to join our team. The ideal candidate will be responsible for designing, developing, and implementing integration solutions using Intapp products and other data tools. This role requires a deep understanding of Intapp's range of solutions and the ability to work closely with clients to implement and optimize these solutions to meet their business needs. 🔍 What You’ll Do: • Design, develop, and implement solutions using Intapp products., • Collaborate with clients to understand their business requirements and translate them into technical specifications., • Implement Intapp solutions such as Intake, Conflicts, Walls, Terms, and Time., • Provide technical support and troubleshooting for Intapp solutions., • Lead agile projects and manage project portfolios, ensuring successful execution of complex projects., • Work closely with cross-functional teams, including IT, Risk, Compliance, Accounting, Marketing, and Executive Directors at law firms., • Help prepare and submit proposals, business cases, solution design, and ROI documents., • Ensure data migration accuracy and consistency during system replacements and cloud migrations., • Provide strategic direction for technology implementations and align business systems with information governance policies., • Migrate Intapp Integrate functions and jobs to modern technologies such as Intapp IIS, or other modern cloud friendly tools., • Build Custom Integrations as needed.✅ What You Bring:, • Intapp IIS (Boomi) and Intake Certification. Nice to have Walls, Time or Terms certifications., • Proven experience as a solutions or integration Consultant, with Intapp specific products experience., • Must have law firm and law firm consulting experience for consideration., • Experience in the analysis, design, implementation, administration, and support of Intapp products and Integration methods., • Well rounded understanding of application systems that are common within Legal environments., • Ability to work independently and manage multiple projects and other project team members simultaneously., • Credibility w/ Intapp (in terms of proven track record of client delivery/execution success) as a consultant., • Strong communication and interpersonal skills., • Ability to apply expertise individually and mentor other team member to increase team capabilities.Preferred Skills:, • Experience with API development (e.g., REST, GraphQL)., • Experience with modern development languages as needed for data integrations or other solution development needs (.net, JavaScript, Python, React, etc.)., • Experience with Data Modeling, Master Data Management, Data Warehouse or Data Lake development., • Experience with data integration tools (e.g., MuleSoft, Workato, Boomi, or Microsoft Power Automate). 🎁 What We Offer: • Competitive salary + bonus structure, • Medical, dental, life, and disability coverage, • Simple IRA with company contributions, • Generous PTO and holidays, • Annual incentive trips for top performers Powered by JazzHR G4ONYHtyZW

Job DescriptionSenior Tax Advisor We are hiring a Senior Tax Advisor to join our remote, fast-growing, and forward-thinking firm. We help small business owners and high-net-worth individuals keep more of what they earn through proactive, year-round tax planning. We've evolved beyond compliance work and lead with a powerful service called Tax Advisory (TAS). If you're looking for a competitive salary, bonus potential, and a role where your expertise truly makes an impact-this is it. Key Responsibilities • Prepare and review business and personal tax returns (PTIN required), • Communicate clearly with clients and apply tax strategies accurately, • Growth path to Partner with potential profit-sharing, • At least 6 years in public accounting performing tax work, • Extensive experience in Business (1120S & 1065) and Personal (1040) tax returns, • Certified Public Accountant (CPA) Certification is preferred, • Must currently have a job in public accounting Completive Salary: $130,000.00 to $180,000.00 Incentive Bonus 100% remote company PTO Package 401k Plan with company contributions 100% Paid Health Insurance plus FSA Account Awesome Co-Workers • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/16/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Overview: A prestigious law firm headquartered in New York City is seeking a highly analytical and strategic FP&A Manager to join its finance team. This individual will serve as a trusted advisor to firm leadership, driving financial insight, budgeting, forecasting, and performance management. This is a high-impact role with visibility across key stakeholders, including senior leadership, practice group heads, and operations. Key Responsibilities: • Lead the annual budgeting and forecasting process across all practice groups and business units, • Prepare and present monthly and quarterly financial reports, including variance analysis, trend analysis, and KPI dashboards, • Partner with department heads to assess financial performance and identify areas for improvement, • Develop and maintain complex financial models to support strategic planning, pricing strategy, and client profitability, • Analyze compensation, utilization, realization, and other key law firm metrics, • Collaborate with the accounting team to ensure accurate month-end and year-end close processes, • Assist in long-term planning initiatives, including office expansions, headcount planning, and investment strategies, • Lead ad hoc financial projects, including scenario modeling, competitor benchmarking, and operational cost reviews, • Provide insights to support decision-making around capital investments, hiring, and lateral partner acquisition, • Serve as a point person for technology-driven FP&A improvements and dashboard automation Qualifications: • Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA preferred, • 6+ years of progressive finance experience, ideally within professional services or law firms, • Strong understanding of law firm financial drivers including billable hours, realization, leverage, and pricing, • Proven experience with budgeting, forecasting, and financial modeling, • Advanced Excel and PowerPoint skills; experience with financial planning tools (e.g., Adaptive Insights, TM1, or similar), • Ability to communicate complex financial concepts to non-finance stakeholders, • Highly detail-oriented, analytical, and proactive, • Discretion and professionalism in handling sensitive information

Job Description We have an exciting opportunity for a Billing Manager at Eversheds Sutherland (US) LLP. We are searching for someone who wants to be a valued contributor and member of a talented and dynamic team of lawyers, paralegals and business professionals. The Billing Manager is part of the Revenue team and is responsible for helping manage the billing analysts and the overall billing function for the firm. The Billing Manager will assist and report to the Senior Billing Manager in the Atlanta office to make sure all billing functions are consistent with the firm’s billing policies. Responsibilities and Duties: • Manage billing analysts. Work with Revenue team managers to understand the billing function, the billing team, the billing culture, and the area of strengths/weaknesses, to develop short-term and long-term plans to support the firm’s strategic goals., • Assist in the billing function to improve the performance and productivity of the billing team., • Prepare and participate in annual reviews for billing analysts., • Assist in the monthly closing process., • Confirm accurate and timely billing and e-billing done by billing team members. Troubleshoot and resolve issues, as needed., • Review and approve write-offs as initiated by the billing team, ensuring compliance with firm policy., • Help maintain current and prior year billing rate change records by updating billing rates as needed, coordinating changes and updates with the billing team, and communicating with partners to confirm valid rates., • Create and distribute weekly/monthly billing metrics and reports; prepare special reports, as requested. Assist the billing team with ad hoc reports, as necessary, to respond in a timely manner to partner requests., • Identify and suggest improvements to existing processes and prepare documentation of processes to ensure uniformity among billing team., • Perform other duties, as assigned. Knowledge, Skills and Abilities: • A Bachelor’s degree is required in Business Administration, Accounting, Finance or business related field from an accredited college or university. An equivalent combination of an Associate’s degree and work experience will be accepted., • 5+ years of supervisory experience in client billing and e-billing in a similarly sized, multi-office legal or professional services organization. Knowledge of electronic billing vendors and e-billing technology., • Proven ability to work effectively with all levels of personnel to implement changes in a way that is accepting and aligned with firm goals and culture., • Excellent interpersonal, written and verbal communication skills are required., • Proven analytical and problem-solving skills., • In depth and broad understanding of and experience supporting applications and databases., • Strong organizational skills and attention to detail., • Ability to multi-task and prioritize workloads., • Ability to present ideas in a business-friendly and user-friendly language., • Proficient with accounting and billing software programs. Excellent computer skills, with proficiency with the entire Microsoft Office Suite, especially Microsoft Excel. Extensive database knowledge and experience. Advanced knowledge of Aderant, Elite, eBilling Hub or similar accounting software systems is required. This is a hybrid role and will require on-site presence 3 days per week. The salary ranges for this position vary depending on the geographic location and other factors such as experience, internal equity, market data, and job-related considerations. The range for this position is from $100,000 - $130,000, with offers contingent upon the various factors. The firm’s compensation strategy includes not just a base salary but also comprehensive benefits such as healthcare, paid time off, discretionary merit bonuses, life and disability insurance, retirement plans and tailored learning opportunities. Eversheds Sutherland (US) LLP is committed to promoting diversity and inclusion within our Firm and in the larger legal profession. We believe that diverse skills, knowledge and viewpoints make us a stronger firm. Eversheds Sutherland (US) LLP maintains a policy of affording all employees and applicants equal employment opportunities without regard to actual or perceived race, color, religion, sex (including pregnancy, childbirth, lactation and related medical conditions), sexual orientation, gender (including gender identity or expression or transgender status), national origin, age, disability, genetic information, marital or familial status, domestic violence victim status, ancestry, amnesty, citizenship status, ethnicity, military and veteran status, or any other characteristic protected by applicable law. Unlawful discrimination, harassment and retaliation will not be tolerated in any of the Firm’s offices or any other work-related setting. Qualified individuals with a disability may request a reasonable accommodation in order to apply for a position or to enable them to perform the essential functions of a position for which they are otherwise qualified. EEO.

Job Description Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors 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 services 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: As a Partner in Audit specializing in Architecture, Engineering, and Construction, you will be responsible for leading and managing audit engagements for clients within the AEC group. You will leverage your financial acumen, industry knowledge, and leadership skills to ensure the delivery of high-quality audit services. The role requires collaboration with cross-functional teams, effective client communication, and staying abreast of industry trends and regulations. RESPONSIBILITIES: • Lead and manage audit engagements for Architecture, Engineering, and Construction (AEC) clients, ensuring compliance with auditing standards and regulations., • Oversee and review audit work papers, financial statements, and related reports., • Cultivate and maintain strong client relationships, acting as a trusted advisor in financial matters., • Understand clients' business objectives and provide insights to improve financial performance., • Provide guidance and mentorship to audit teams, ensuring the delivery of high-quality services., • Collaborate with other partners and managers to foster a collaborative and efficient working environment., • Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks., • Ensure compliance with auditing standards, regulatory requirements, and firm policies., • Actively participate in business development activities, including client acquisition and relationship building., • Identify opportunities for expanding services to existing clients and pursuing new business opportunities within the AEC group., • Maintain a commitment to quality and excellence in audit services. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 12+ years of extensive experience in auditing with a focus on Architecture, Engineering, and Construction (AEC) clients., • Strong understanding of financial reporting, accounting principles, and regulatory requirements., • Excellent analytical and problem-solving skills., • Excellent leadership, communication, and interpersonal skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Audit Senior, Financial Services Department: Audit, Financial Services Supervises: N/A 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: As an Audit Senior in the Financial Services group here at Anchin, you will play a pivotal role in ensuring the accuracy and integrity of financial information for our clients in the financial industry. You will be responsible for leading and managing audit engagements, conducting thorough examinations of financial statements, and providing valuable insights to clients. This role requires a deep understanding of accounting principles, regulatory compliance, and industry-specific nuances within the financial services sector. RESPONSIBILITIES: • Perform audit and compilation for a financial services client base., • Prepare work papers and simple financial statements using computer software., • Prepare client financial statements including all footnote disclosures and supplemental schedules., • Prepare and recalculate book capital allocation models in accordance with partnership agreements., • Prepare various tax adjustments, in preparation of client's K-1's and tax returns., • Perform valuation testing., • Communicate and maintain relationships with client's team., • Performs other accounting, auditing and tax duties as needed in engagements and as assigned by supervisory personnel. Education: • Bachelor's degree in Accounting, Finance, or related field., • 2+ years of experience in external auditing, with a focus on financial services clients., • Strong knowledge of Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS)., • Familiarity with financial services industry regulations and standards., • Excellent communication skills, both written and verbal., • Solid computer proficiency, including Excel skills., • Competitive annual salary in the range of $85,000 to $118,000 based on the individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Job Title: Senior Billing Coordinator Location: New York, NY, 10001 Salary/Payrate: $105K-$120K annually and AWESOME benefits!!! Work Environment: Hybrid, (2 days in office/3 days remote) Term: Permanent Bachelor’s degree required: Yes Referral Fee: $500.00 JOB DESCRIPTION #LI-SD1 Our client, a prestigious international law firm, is seeking a Senior Billing Coordinator to join their dynamic team. Key Responsibilities • Manage multiple complex billing and client analysis projects., • Review outstanding balance reports and proactively address trouble spots., • Prepare bills and internal forms, including all necessary backup documentation., • Implement and coordinate Client Accounting procedures, processes, and goals., • Ensure timely preparation of client bills and follow-up on outstanding balances., • Respond to inquiries from clients, attorneys, and support staff promptly and professionally., • Provide relevant information, guidance, and support to colleagues., • Foster strong internal and external work team relationships., • Collaborate with supervisors to streamline departmental workflow and develop creative solutions., • Communicate and escalate issues as necessary., • Identify training and coaching needs within the department and communicate them to supervisors., • Train, mentor, and assist Client Accounting Assistants and Coordinators as needed., • Act as a leader in the absence of a supervisor/manager., • Maintain accurate and up-to-date files for partners and clients., • Continuously seek to enhance knowledge of Client Accounting procedures and processes., • Demonstrate excellent interpersonal, written, and verbal communication skills., • Use Firm resources efficiently and responsibly., • Adhere to Firm operations, policies, and procedures., • Perform other related duties as assigned. Qualifications • Proficient in firm computer software programs (e.g., Aderant, Outlook, Excel, Word) with the ability to learn new systems., • Strong interpersonal and communication skills, both written and verbal., • Excellent organizational, analytical, troubleshooting, and planning abilities., • High attention to detail and accuracy., • Capable of managing multiple projects with shifting priorities., • Skilled in handling sensitive matters with confidentiality and discretion., • Able to work effectively in demanding, fast-paced environments, both independently and as part of a team., • Flexibility to adjust work hours to meet operational and business needs. Experience/Education • Bachelor’s degree required., • Minimum of five years of legal billing experience, including account analysis., • Experience with Aderant, Elite, or 3E billing software required.

Job Description Title: Tax Senior, Private Client Group Department: Tax, Private Client Group Supervises: N/A 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: As a Tax Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families. You will collaborate closely with clients and other professionals within the firm to develop comprehensive tax strategies that align with their financial goals and objectives. RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Assist clients in understanding their tax obligations and the implications of various financial decisions., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens., • Communicate complex tax concepts in a clear and understandable manner to clients with varying levels of financial literacy. Education: • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research., • Excellent communication and interpersonal skills for building client relationships and working within a team., • Analytical mindset, attention to detail, and the ability to solve complex problems. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

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 Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff 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: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Director/Partner - Professional Services and Consumer Products Department: Tax 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 seeking an experienced and strategic Tax Director/Partner to join our Anchin team, which specializes in Commercial industries including professional services and consumer products. This role is ideal for a seasoned tax professional with deep expertise in various entity structures, including C-Corporations, S-Corporations, and Partnerships, as well as shareholder/partner individual tax matters. The ideal candidate will be market-facing, possess exceptional business development skills, and demonstrate leadership in growing a practice area while mentoring and developing staff. RESPONSIBILITIES: • Serve as a strategic advisor to clients, delivering high-quality tax planning and compliance solutions for C-Corps, S-Corps, Partnerships, and individual shareholders/partners., • Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws., • Build and maintain strong client relationships, ensuring exceptional client service and satisfaction., • Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships., • Develop and execute strategic business development plans to increase firm visibility and revenue., • Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients., • Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth., • Provide guidance and training to staff on technical tax matters, client communication, and business development strategies., • Lead performance evaluations and career development discussions, ensuring team members reach their professional goals., • Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed., • Oversee complex tax compliance engagements, including tax returns and filings for C-Corps, S-Corps, and Partnerships. Education: • Bachelor's degree in Accounting, Finance, or related field., • 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services and Consumer Products client industries., • Proven expertise in C-Corp, S-Corp, Partnership, and individual shareholder/partner tax matters., • Demonstrated success in business development, client relationship management, and practice growth., • Strong leadership, team development, and mentoring abilities., • Excellent communication, analytical, and problem-solving skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Senior Manager - Financial Services Department: Tax - Financial Services Supervises: Tax Managers and Tax Supervisors Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (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: As a Tax Senior Manager, you will play a vital role in overseeing the financial services department at Anchin, managing complex tax matters, and providing expert guidance to clients in the financial services industry. This position requires extensive knowledge of taxation, a deep understanding of the financial services industry, and strong leadership abilities. RESPONSIBILITIES: • Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector., • Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations., • Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making., • Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team., • Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements., • Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations., • Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services., • Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm., • Consult with a wide network of external contacts to expand knowledge, relationships and support. Education: • Bachelor's degree in Accounting, Finance, or related field., • 8 + years of experience in tax within the financial services industry., • Profound knowledge of tax regulations, financial services, and relevant tax software., • Proven leadership and management skills with a track record of effectively supervising and developing a team., • Exceptional communication and interpersonal skills to build and maintain strong client relationships., • Strong analytical, research, and problem-solving capabilities., • Keen attention to detail and a commitment to delivering high-quality work. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based 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: Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Deep technical skills around individual and trust tax law., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources., • Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Education: • Bachelor's degree in Accounting, Taxation, or related field., • 12+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Director/Partner, Employee Benefit Plans and Compensation Department: Tax, Compensation and Benefits Group Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote 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: The Tax Director/Partner with a specialty in Compensation and Benefits is a key leadership role within the tax department at Anchin, responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position requires a deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation. The Director/Partner will collaborate with internal teams and external clients to ensure compliance with tax laws, provide strategic guidance, and contribute to the overall success of the organization. RESPONSIBILITIES: • Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation., • Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions., • Understanding how an individual's IRA and qualified plan assets can be used to accomplish charitable and estate planning goals., • Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures., • Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans., • Review Form 5500 filings prepared by the firm for health and welfare benefit plans., • Perform tax reviews of selected employee benefit plans audited by the firm's audit team, ensuring compliance with IRS, DOL, and PBGC requirements., • Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives., • Foster a collaborative and positive work environment, promoting professional development., • Advise, mentor, and develop a team of professionals working in the employee benefit area., • Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation., • Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders., • Serve as the primary point of contact for clients regarding employee benefit and related tax matters., • Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions., • Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance., • Contribute to the firm's internal training, thought leadership, and external marketing efforts in the benefits and compensation space. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of extensive experience in tax, with a focus on employee benefits., • Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits., • Proven leadership and team management skills., • Excellent communication and interpersonal skills., • Ability to analyze complex tax issues and provide strategic solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Elite Technology is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently. Job Description: Our Group Product Manager, Work to Cash will play a key leadership role in shaping Elite's financial product capabilities, supporting strategic initiatives across billing, collections, payments, and revenue recognition. This high-impact, remote position is ideal for a customer-centric and strategic product leader with deep expertise in Work to Cash processes, especially within B2B SaaS and mid-sized, PE-backed legal tech environments. As the GPM, you will drive the vision and execution of our Work to Cash portfolio, lead a team of Product Managers, and partner closely with cross-functional stakeholders to deliver scalable, compliant, and high-impact solutions across the financial lifecycle. What You'll Do: • Define and own the roadmap for the Work to Cash domain, ensuring alignment with company goals and customer needs., • Identify opportunities to automate and optimize financial processes (time capture, billing, payments, revenue recognition, etc.)., • Leverage trends in SaaS monetization, legal billing compliance, and enterprise finance to guide product innovation., • Prioritize work based on business impact, customer feedback, and data-driven insights., • Lead the product lifecycle from discovery to delivery, incorporating structured planning (OKRs, roadmaps, backlog management)., • Collaborate closely with Engineering, UX Design, and QA to deliver scalable, high-quality solutions., • Use customer feedback and product analytics to drive continuous improvement and post-launch iteration., • Lead, coach, and develop a team of Product Managers, providing mentorship and growth opportunities., • Partner cross-functionally with UX, Finance, Sales, Customer Success, and Engineering to align priorities and support go-to-market efforts., • Bachelor's degree in Business, Engineering, or a related field; MBA or law degree preferred., • 7+ years of experience in product management and 3+ years in a leadership capacity., • Strong domain expertise in Work to Cash processes, including billing, collections, AR/AP, and financial platforms, with awareness of AI's role in transforming these workflows., • Experience building or scaling financial products for mid-market to enterprise clients—ideally within legal tech, fintech, or regulated industries., • Demonstrated success delivering financial software that drives revenue growth and operational efficiency., • Deep understanding of SaaS finance workflows and ERP integrations (e.g., NetSuite, Intacct)., • Prior experience in PE-backed, growth-stage environments., • Excellent communication and influence skills—written, verbal, and presentation—across all organizational levels., • A collaborative leadership style with a track record of cross-functional execution in matrixed environments., • Bonus: Experience with AI-driven financial insights., • Willingness to travel up to 50% to meet with customers and internal teams., • Competitive Compensation Package ($140,000 - $175,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description This position demands a high level of accuracy, critical thinking, and independent problem-solving, and a strong focus on quality and results. The role involves analyzing complex compliance issues and developing, implementing, and testing compliance programs for clients in the alternative and traditional investment sectors. It requires professionalism, sound judgment, and adaptability to client-driven schedules, while also supporting regulatory exams and outsourced Chief Compliance Officer functions. What you’ll do • You'll independently manage client engagements, providing strategic compliance guidance with minimal oversight from senior leadership, • You’re responsible for ensuring timely and accurate completion of client deliverables, including annual reviews, regulatory filings, and updates to compliance policies and procedures, • You will lead client trainings, mock regulatory exams, and provide hands-on support during SEC and FINRA examinations, • You’ll stay on top of regulatory changes, guide clients in developing internal controls, and offer practical solutions to complex compliance issues, • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 20 days of PTO and 7 sick days annually, with PTO increasing over time. The company also observes 10 paid holidays each year, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfilment., • The salary for this position will be dependent on experience and location ($140,000-$160,000). Qualifications, • You bring 10 plus years of compliance experience, ideally from a registered investment adviser, law firm, investment consulting firm, or have practiced law regarding registered investment companies, • You have a strong knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940., • You’re familiar with SEC examination practices and preferably have hands-on experience with both actual and mock exams., • You understand regulatory frameworks beyond the SEC, including CFTC, NFA, and FINRA requirements., • You’re expected to apply your regulatory knowledge to guide clients effectively and ensure their compliance programs are robust and up to date. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description Practice Assistant Location: New York, NY (On-site) Salary: $75,000 – $112,500 SourcePro Search is seeking a sharp and polished Practice Assistant to join the dynamic New York team of a top-tier international law firm. This is an exciting opportunity for a detail-oriented professional who thrives in a high-performance, client-focused environment. Whether you’re an experienced legal admin or bring transferable skills from a fast-paced corporate or professional setting, this role offers a pathway to growth in a prestigious firm. What You’ll Do: • Serve as a vital resource to attorneys by preparing, formatting, and finalizing legal documents, correspondence, and presentations, • Manage essential administrative duties such as calendar management, conflict checks, expense reports, time entry, travel arrangements, and meeting coordination, • Collaborate with internal teams, including Accounting, General Services, and Reprographics, to support legal operations, • Maintain organized paper and digital files in line with firm protocols, • Assist with legal support tasks, including research, document filing, and call coordination, • Proactively anticipate attorney needs and deliver exceptional client service and operational efficiency What You’ll Bring: • 5+ years of legal administrative support experience (litigation a plus), • Strong skills in Microsoft Word, Outlook, and basic Excel; PowerPoint and Adobe Acrobat experience is a bonus, • Proven attention to detail, organizational strength, and time management capabilities, • A service-first mindset with excellent communication skills, both verbal and written, • Professionalism, flexibility, and a positive, solutions-driven approach, • Willingness to follow firm policies and adhere to in-office schedule requirements This position offers a competitive base salary and access to a comprehensive benefits package, including health coverage, generous PTO, 401(k), and firm-sponsored learning & development opportunities. If you're looking to build a career in a supportive, world-class legal environment, apply now through SourcePro Search to be considered.

Job Description Job Title: Litigation Paralegal Location: New York City 10019 Salary/Payrate: $115k-$130k w/ bonus and AWESOME benefits!!! Work Environment: 4 Days in Office, 1 Remote Hours of Operation: Flexible 9-5, 9:30-5:30, 10-6 Term: Full-Time/Permanent Bachelor’s degree required: No Referral Fee: AMS will pay $500 should the person you refer gets hired JOB DESCRIPTION #LI-CB1 Overview: Our client, a mid-sized full-service law firm headquartered in Midtown Manhattan, is seeking a tech-savvy, proactive, and business-minded Litigation Paralegal/Legal Assistant to support two senior partners whose practices focus on complex commercial litigation, arbitrations and international disputes. Prior experience supporting litigators in high-stakes matters – such as large-scale discovery, arbitrations, motion practice, and federal/state court filings – is essential. The ideal candidate has 5+ years complex commercial litigation experience and combines advanced technical skills with strategic thinking and sound judgment. This is a brand-new position that will help grow and strengthen their commercial litigation team. What You’ll Do: • Operational/Administrative Support: Support partners in complex commercial litigation matters and international disputes – such as large-scale discovery, arbitrations, motion practice, and federal/state court filings, • Own the tech: Coordinate and troubleshoot virtual meetings (Zoom and other platforms), and streamline workflows using Microsoft Office, Adobe Acrobat, iManage, Orion and cloud-based systems, • Document management: Manage and collaborate with legal teams and IT to improve and maintain internal document management systems to ensure consistent and accurate tracking of work product, client documents and court filings. Knowledge of electronic filing with the courts, • Ensure billing excellence: Manage all aspects of the billing lifecycle—reviewing time entries to ensure accuracy/format, entering two senior partners’ time, preparing and finalizing invoices, and coordinating follow-up with clients and accounting, • Proactive Management: Proactively manage complex calendars, travel logistics, and evolving priorities, • Drive efficiency: Implement process improvements to enhance productivity, client service, and matter execution, • Lead communication: Act as a trusted point of contact for clients and internal stakeholders, ensuring timely and professional follow-through, • Master the details: Track assignments, deadlines, and deliverables with precision—even on matters that span months, • Support practice growth: Assist with matter management, engagement letters, marketing initiatives, and custom reporting, • Advanced document production skills: Create, edit and review litigation documents using the Microsoft Office Suite. Adept at Table of Contents and Table of Authorities., • Manage sensitive tasks: Handle confidential correspondence, court filings (state and federal), and relationship summaries with care and discretion, • Bridge strategy and operations: Collaborate cross-functionally with Finance, IT, HR, and other departments to address evolving partner needs What You Bring: • 5+ years of experience supporting senior litigation legal professionals in a fast-paced environment, • Demonstrated technical acumen: advanced proficiency in MS Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and familiarity with legal tech systems (iManage experience preferred), • Strong understanding of commercial litigation law firm operations, including billing, compliance, and document management, • Natural problem-solver who takes initiative, thinks ahead, and thrives under pressure, • Exceptional organizational, time management, and multitasking skills, • Professional, polished communication skills—both written and verbal, • Notary Public license or willingness to obtain within three months, • Commitment to confidentiality, judgment, and client service excellence Work Environment: This is a hybrid position based in New York, requiring on-site presence to support in-person collaboration and ensure seamless operations. The role will evolve based on the needs of the partners and the firm’s strategic priorities.

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 DescriptionMid-Level Tax Controversy Associate Attorney – San Francisco, Washington, D.C., New York, Palo Alto Direct Counsel is seeking a Mid-Level Tax Controversy Associate Attorney to join a highly regarded, nationally recognized law firm with a robust tax practice. This position offers the opportunity to work on complex tax disputes and litigation involving multinational corporations, high-net-worth individuals, and family offices. Key Responsibilities: • Handle sophisticated tax disputes, including international tax and transfer pricing matters., • Represent clients in federal and state tax audits, administrative appeals, and litigation., • Interact with clients, in-house tax and legal teams, opposing and co-counsel, accounting firms, and representatives from taxing authorities., • Conduct in-depth legal research and draft persuasive memoranda, motions, and briefs., • Collaborate with experienced attorneys in a highly strategic and team-oriented environment.Qualifications:, • 3-5 years of relevant experience in tax litigation or controversy at a law firm, accounting firm, or government agency (IRS Chief Counsel, DOJ Tax, Tax Court, or a relevant clerkship)., • Strong background in tax law, tax procedure, and dispute resolution., • A degree or coursework in economics or accounting is a plus., • Excellent oral and written communication skills, with the ability to convey complex tax issues effectively., • Admission to practice in the jurisdiction of interest.Why Join?, • Work with renowned tax attorneys handling high-profile cases., • Engage in challenging and high-stakes tax litigation with substantial client impact., • Be part of a firm that values collaboration, innovation, and professional growth., • The firm’s expected hiring range for this position is $260,000 - $365,000 per year depending on the candidate’s experience, skills, educational and professional background, and overall qualifications., • This is a hybrid role with some in-office expectations.

Job Description Tax Manager-Real Estate New York, NY / Boca Raton, FL RESPONSIBILITIES: • Consult with clients regarding tax and business matters., • Proactively deliver timely, professional, and exceptional client service, • Lead and plan client engagements., • Develop tax planning and savings opportunities to the client. QUALIFICATIONS: • Bachelor's Degree in accounting, Masters, Law or advanced degree desirable., • CPA or JD required., • 5+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm to real estate clients, including supervisory and mentoring skills and experience., • Proficient software and Microsoft Suite skills. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Tax Senior Manager- Real Estate Join a growing Real Estate department in a well established Tax and Accounting firm. RESPONSIBILITIES: • Develop client relationships., • Consult regularly with clients regarding tax and business matters., • Proactively deliver exceptional client service in a timely, professional, and accurate manner., • Provide tax planning and savings opportunities to the client., • Identify opportunities to provide additional services that provide value to the client., • Cultivate career lasting relationships with your colleagues and clients. QUALIFICATIONS: • Bachelor's Degree in accounting, Masters, Law or advanced degree desirable., • CPA required., • 5+ years experience providing federal tax compliance and consulting services to real estate clients in a professional services firm, including supervising, mentoring and counseling associates. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description This role will play a pivotal part in managing the day-to-day operations of the tax function and will support senior leadership in the development and rollout of strategic structural initiatives. Based in New York City, our firm is a global asset manager, and the tax group operates under the direction of the Chief Financial Officer. This team is responsible for managing all aspects of the organization's tax profile, with a focus on maximizing tax efficiency. Areas of responsibility span across entity structuring, regulatory compliance, strategic planning, financial reporting for tax, payroll-related tax issues, and various one-off projects. * Evaluate the tax consequences and implications of business operations that span multiple jurisdictions * Conduct thorough tax risk assessments related to corporate transactions and restructurings * Collaborate closely with internal stakeholders and senior leadership to address a wide range of tax-related issues * Lead efforts to integrate tax functions during mergers, acquisitions, and other strategic initiatives, including new entity structures * Develop and maintain detailed records supporting tax positions and interpretations of technical guidance * Liaise with external advisors—including law firms, tax consultants, fund administrators, and other third parties—to support ongoing tax functions * Supervise and mentor both internal team members and external consultants in executing day-to-day tax processes * Support audit readiness and interface with taxing authorities to manage and resolve tax audits and related matters * Provide guidance on global reporting requirements and respond to tax-related inquiries across jurisdictions * Oversee development of financial models to assess the tax implications of planning strategies or legal/regulatory changes * Contribute to high-impact projects that span across departments, supporting long-term strategic objectives QUALIFICATIONS * Minimum of a Bachelor's degree; enhanced education beyond Bachelors preferred. * Over 10 years of professional experience, ideally including both public accounting and or public accounting + an in house position at a fund * Experience with operating partnerships, GAAP standards, SEC regulations, FIN48 highly desirable * Hands-on approach with a strong willingness to engage in detailed work from analysis through resolution * High-level proficiency in Microsoft Excel; experience with financial modeling or automating processes is advantageous * Strong skills in analysis, organization, and both written and verbal communication * Proven ability to mentor, coach, and develop junior team members * Demonstrated commitment to excellence, personal accountability, and a strong professional ethic

Job Description Our client is a prestigious Big 4 professional services firm, renowned for delivering strategic value across deals, restructuring, and financial advisory. Known for its global reach and complex, high-impact engagements, the firm offers a dynamic platform for ambitious professionals to grow their careers in corporate restructuring and insolvency. They foster a high-performance, collaborative environment that values innovation, integrity, and long-term career development. Role Overview We are seeking a Restructuring and Insolvency Senior Associate to join our client’s high-performing Deals team, within the Deal Integration and Valuation Realisation function. This is an exceptional opportunity to work on complex, cross-border restructuring, insolvency, and transaction engagements—particularly within the financial services sector—alongside senior leadership and key stakeholders. Key Responsibilities • Deliver restructuring and insolvency assignments from planning to completion, • Prepare and present financial analyses, valuations, and reports, • Manage multiple client engagements, ensuring timelines and quality standards, • Contribute to post-deal integration and value realisation strategies, • Identify and address risks or issues during engagements, • Build strong client relationships and support stakeholder communication, • Mentor junior team members and support their technical development, • Use market tools to extract insights and inform decision-making, • Apply structured communication to influence outcomes, • Continuously seek feedback and development opportunitiesKey Requirements, • Minimum 3 years’ experience in corporate insolvency & restructuring, ideally in professional services, • ACA, ACCA, CPA or equivalent accounting qualification required, • A recognised insolvency qualification (e.g., JIEB, CIRP) is advantageous, • Solid knowledge of insolvency law in common law jurisdictions; cross-border experience a plus, • Strong analytical, written, and interpersonal communication skills, • Proven ability to manage multiple assignments under pressure, • Demonstrated stakeholder engagement and conflict management skills, • Ethical, adaptable, and committed to continuous improvementBenefits, • Competitive, tax-free salary + performance bonus, • Relocation support for candidates outside the Cayman Islands, • Health insurance contributions as part of a comprehensive benefits package, • Flexible hybrid work model supporting work-life balance, • Access to global training, tools, and development pathways, • Exposure to high-profile, international restructuring and transaction casesWhy the Cayman Islands? The Cayman Islands offer more than just crystal-clear waters and world-class beaches. As a leading global financial hub with a strong legal and regulatory framework, it provides an exciting environment for professionals in insolvency and restructuring. Enjoy the benefits of: • Zero income tax, • A high standard of living, • A safe, multicultural community, • Proximity to major global markets

Job Description Director, Family Office Services New York, NY ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, the firm is looking for a Director, Family Offices Services to join the New York office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: • Provide strategic oversight for extended services for select portfolio of clients., • Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting., • Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents., • Manage and administer philanthropic giving for client., • Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures., • Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients., • Monitor and audit internal processes to ensure efficiency and compliance with required regulations., • Serve as main point of contact for auditing agencies., • Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings., • Manage and lead ad hoc projects as needed by clients. Requirements: • Bachelor’s Degree in Accounting or Finance., • 10 years’ experience providing UHNW client support with a financial institution, law firm, or family office., • CTFA or CPA preferred. JD welcomed, but not required., • Experience with Partnerships and LLC’s. Exposure to Trusts/Estates and Tax prep required., • Experience in multiple property management and employee oversight a plus., • Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role. Rewards: • Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments., • Tremendous long-term career opportunity with continued growth and professional development.

Job Description Title: Audit Senior, Technology & Professional Services Department: Audit, Technology & Professional Services Supervises: N/A 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: As an Audit Senior within the Technology & Professional Services Group at Anchin, you will play a crucial role in our organization's assurance services by leading and executing audit engagements within the technology and professional services industries. This position requires an understanding of risks, regulations, and financial reporting standards. In this role, you will work closely with clients, and contribute to the continuous improvement of audit processes. RESPONSIBILITIES: • Identify and propose solutions to problems on technical issues that arise., • Ability to think analytically and identify unusual or inconsistent fluctuations., • Develop and understand clients' business by using effective communication skills., • Plan and execute audit procedures in accordance with professional standards and firm policies., • Build and maintain strong client relationships through effective communication and understanding of client needs while addressing client concerns, questions, and providing value-added insights during the audit process., • Stay abreast of industry trends, accounting regulations, and emerging technologies impacting the technology and professional services clients., • Apply knowledge of auditing standards and procedures., • Assess and identify key audit risks, develop risk mitigation strategies, and ensure appropriate audit documentation while providing recommendations for improving internal controls and business processes. Education: • Bachelor's or Master's degree in Accounting, Finance, or related field., • 2+ years of relevant audit experience, preferably in the technology and professional services industries., • Strong understanding of accounting principles and auditing standards., • Excellent analytical, communication, and interpersonal skills. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Tax Senior Manager, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: Managers 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: As a Tax Senior Manager specializing in the Technology & Professional Services group here at Anchin, you will be responsible for leading and managing a team of tax professionals in providing comprehensive tax services to clients within the technology and professional services industries. This role requires extensive knowledge of tax laws and regulations, particularly those relevant to technology companies and professional service firms. The Tax Senior Manager will oversee tax compliance, planning, and consulting services, ensuring that clients comply with all relevant tax laws while also optimizing their tax positions. RESPONSIBILITIES: • Serve as the primary point of contact for clients within the technology and professional services sectors., • Develop and maintain strong client relationships, understanding their business needs and providing tailored tax solutions., • Communicate effectively with clients regarding tax planning strategies, compliance issues, and regulatory updates., • Lead and manage a team of tax professionals, providing guidance, mentorship, and development opportunities., • Assign tasks and responsibilities to team members, ensuring timely and accurate completion of tax engagements., • Foster a collaborative and inclusive work environment, promoting teamwork and professional growth within the team., • Oversee the preparation and review of tax returns, ensuring compliance with all applicable tax laws and regulations., • Stay updated on changes to tax laws and regulations, particularly those relevant to technology and professional services industries., • Implement processes and procedures to streamline tax compliance processes and improve efficiency., • Develop and implement tax planning strategies to minimize tax liabilities and optimize clients' overall tax positions., • Collaborate with clients and internal teams to identify opportunities for tax savings and efficiencies., • Conduct research and analysis on tax issues impacting technology and professional services companies. Education: • Bachelor's degree in Accounting, Finance, or related field., • 8+ years of experience in tax, with a focus on technology & professional services industries., • Strong technical knowledge of tax laws and regulations, particularly as they relate to technology companies and professional service firms., • Proven leadership and managerial skills, with the ability to effectively manage a team and drive results., • Excellent communication and interpersonal skills, with the ability to interact confidently with clients and colleagues at all levels., • Demonstrated ability to think strategically, analyze complex tax issues, and develop innovative solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.