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Maintain financial record of the company including tractions and credits, etc. and study data to determine the costs of business activities. Analyze past and present financial operations, trends and costs, estimate and realize revenue, and obligations incurred to project future revenues and expenses and methods to improve revenue. Inform and advice management on financial matters, such as a more effective use of resources and assumptions underlying budget forecasts. Make recommendations to management regarding how to improve the financial condition of the company. Prepare and update detailed reports that outline expenditures and profitability for each product and make recommendation to the company's management. Manage and analyze expenses and profits and develop a detailed budget plan that outlines and limits company's weekly expenditure and maximize revenue. Prepare reports regarding material assets, net worth, liabilities, income and expenditure. Examine disbursement and bank records. Utilize knowledge of tax and investment strategies and work closely with accounts to prepare company's tax returns and financial plans. Requirement: Masters degree in Business management/accounting/finance. Monday - Friday. 9 am - 5 pm.

Senior Property Manager New York City Property Management company based in Manhattan is looking for a highly skilled, experienced, hands-on, and detail-oriented Senior Property Manager for its flagship location; a luxurious, high-traffic and fully occupied residential property of 1200 + units. The successful candidate must have a successful record of managing and directing all daily and long-term activities, and projects for resident services, operations and maintenance, asset planning and budgeting at a large, high traffic residential property. Responsibilities also include developing and executing a business plan, budget management, capital planning and oversight of the daily management of large teams and operational activities. Duties and responsibilities include, but are not limited, to the following: Core Responsibilities Budgeting & Reporting • Contribute in and oversee the preparation of annual budget and asset management plan., • Oversee monthly financial reports, variance reports, and CAM reconciliations, or prepare as needed., • Ensure approved budget is consistently met with primary focus and direct responsibility for cash flow forecasts, re-forecasts and funding requests., • Responsible for reviewing, auditing and approving all reports prior to delivering to senior management., • Responsible for controlling the procurement, contracting, and expenditure processes per company policy., • Collaborate with accounting team to ensure all policies and procedures are properly and timely executed and followed., • Implement and execute the approved strategic management plan for the asset(s)., • Own primary responsibility for successful execution of all day-to-day operations to assure 100% compliance with established policies and procedures., • Provide direction, coaching, • In close partnership with the Resident Manager, oversee all construction projects and delegate components of the projects, where possible, to ensure accurate, timely and within budget completion, • Conduct bi-weekly site inspections and walk-throughs., • Ensure a property inspection program is in place and implemented., • Ensure regulatory compliance and effective management of risk and liability, • Oversee and approve the creation and maintenance of all site specific documentation and initiatives including, but not limited to, site operations manuals and emergency procedures manuals., • Ensure corrective actions are taken quickly and efficiently for any violations requiring repairs to building systems, • Fluent in rent laws and experienced managing rent stabilization, market and affordable housing., • Establish and maintain positive relationships with residents, • Maintain site specific lifestyle programs that align to occupancy strategy and always seek opportunities for improvement., • Oversee and approve the creation and maintenance of all resident related documentation and initiatives including, but not limited to, resident handbooks, resident anniversary programs, retention programs, surveys and feedback forms, training meetings., • Process and manage accruals, evictions, timely rent payments, account audits to ensure all resident accounts and receivables are current., • Resident billing, • Hire, train, and supervise management staff., • Responsible for performance management, salary reviews, goal setting., • Organize, monitor and assess the performance of supervised staff., • Assure that staffing aligns to agreed qualifications, • Ensure proper staffing levels within budget., • Participate in negotiation of service contracts to achieve highest levels of performance at competitive pricing in compliance with the company’s policies and procedures. Ensure team is overseeing vendors and accountability measures are in place., • Manage external vendors, contractors and consultants as required by the company. Follow agreed processes and procedures to procure contract services, follow all on-boarding requirements and maintain contracts., • Maintain documentation of as-builts, operating manuals, maintenance, standard operating and emergency procedures., • Identify gaps and develop documentation in accordance with requirements., • 4 years+ of managing luxury residential real estate assets, multifamily in Manhattan. Condo/Co-op experience does not apply., • Strong understanding of property, building management and real estate concepts, • Large projects oversight experience required., • Financial Acumen is a must, • Accounting experience is a plus, • Advanced, hands-on MS Office skills (emphasis on Word/Excel), • Strong multi-tasking skills, • Exceptional customer service and communication skills, • Strong organizational skills, • Ability to remain calm and thrive under pressure in a fast-paced environment., • Time management skills, • People management skills / Leadership, • Property management software experience, Yardi, BuildingLink, Salesforce is a must., • Integrity, honesty, always operates at the highest levels of moral standards.

Tax Manager About the Role & Organization - Tax Manager • Review tax procedures, engagement workpapers and financial statements, • Address questions on advanced technical accounting matters from team members and upper level client management, • Oversee staff while coordinating the day-to-day duties of planning, tax work, and wrap-up, • Communicate with Partner on work status and client issues that arise, • Conduct research, consult with team members, draw conclusions and prepare memos based on target issues, • Top review of returns, workpapers, and issues, • Supervise, train and mentors tax staff Preferred Qualifications - Tax Manager, • 10+ years of hands-on tax experience, • CPA or Enrolled Agent, • Advanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.), • Public accounting background is a plus, • Prior experience working with high-net-worth individuals is a plus, • Experience with CCH Tax software is a plus

Our client, a leading real estate organization, is seeking an Executive/Personal Assistant to the Co-Chair of the company. They are looking for an individual who has strong organizational and multitasking skills and communicates effectively while operating in a fast-paced, ever-changing environment. The hours are likely standard business hours, with some flexibility as needed, and is fully remote. Responsibilities: • Provide comprehensive executive and personal support to the Co-Chair, spouse, and child, including calendar, travel, and household coordination, • Manage family finances: bill payments, credit card reconciliations, donations, and financial reporting in partnership with tax and accounting teams, • Liaise with insurance, medical, and school contacts to maintain accurate records, ensure compliance, and handle claims or forms as needed, • Oversee and support household staff, including scheduling, payroll approvals, recruiting, and onboarding, • Coordinate family travel and transportation logistics, including itineraries, drivers, and vehicle management, • Assist with events, personal errands, household purchasing, tech troubleshooting, and special projects as requested Qualifications: • 3+ years of experience as a Personal or Executive Assistant; UHNW family support experience strongly preferred, • Strong organizational skills with attention to detail and discretion in handling sensitive matters, • High emotional intelligence, adaptability, and ability to work in a fast-paced, high-expectation environment, • Proficiency with Google Drive, iCloud, and Microsoft Office Suite, • Bachelor's degree preferred Compensation/Benefits: • Up to $110,000 base salary + discretionary bonus + paid overtime, • Generous PTO policy, • Fully paid medical, dental, and vision coverage, • Pension plan and 401K Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please ___ or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.___ Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ___. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Construction Tax Partner - 100% Remote! Our client is a multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. They are dedicated to providing an environment that offers growth, stability and advancement opportunities They are actively seeking an experienced Construction Tax Partner to join their growing firm! The position is 100% Remote! Responsibilities of the Construction Tax Partner: • Reviews, research findings, tax returns and work paper, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client, • Ensures all tax advice is technically correct and properly documented., • Understands the firm's policies, procedures, and professional standards., • Demonstrates strong communication skills, • Develops and maintains client relationships, • Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed, • Actively communicates the client's needs and facts to the appropriate team members to execute the work., • Builds relationships across industry service groups to ensure client service excellence through an integrated approach., • Develop trust worthiness with the client and team members, • B.A./B.S. degree in Accounting (MST/MBA is a plus), • CPA license required, • Excellent verbal and written communication skills., • 10+ years of work experience; In depth knowledge of the construction industry, • Strong technical skills in taxation, • Salary range $250K plus., • Open to candidates in NY or NJ area #INJAN2024 #CBJAN2024 #LI-LP1

Bachelor's or Master's in Accounting or Finance; CPA or progress towards preferred. Public accounting experience, especially asset management tax. Ensuring accounting and presentation is consistent with U.

Liaise with the internal and external partners to support timely preparation of monthly and quarterly tax returns including: sales, use, property, income, payroll etc. You will be responsible for a range of accounting functions including supporting monthly close process, managing accounts payable an

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.

We are seeking a Controller for our client. Highly visible role to produce financial reports and manage the accounting department. Functions: • Prepare and manage the month end close and financial package to CFO and C-Suite/Board of Directors. Prepare SALT tax returns, variance analysis, sales reports, flash reports and expense analysis., • Oversee accounts payable, accounts receivable and ensuring GAAP., • Prepare financial reports for corporate office and leading internal/external audits., • Bachelors degree in Accounting., • MBA and/or CPA is highly regarded., • 5-15 years of experience as a manager in an Accounting department., • Strong Accounting ERP systems, MS Excel and multi-tasking abilities. We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Trusts & Estates Accountant – CPA Up to 210K Hybrid - 3 Days per week onsite Highlights CPA with 10+ years’ experience in fiduciary, estate, and gift taxation Background from law firm, accounting practice, or financial institution trust department Skilled with fiduciary tax prep software (ProSystem, GoSystem; Omega/OneSource helpful) Strong communicator with client-facing experience and collaborative mindset Core Expertise Trust & estate income tax Gift & estate transfer filings Fiduciary accountings Private foundation compliance Estate and gift planning strategies Responsibilities Prepare trust/estate, gift, and foundation returns Handle fiduciary calculations (commissions, distributions, charitable payments) Maintain filing calendars, records, and compliance checklists Coordinate with attorneys, advisors, and beneficiaries Communicate with federal and state tax authorities as needed We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. Pay:$150,000.00 - $210,000.00

Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consult

Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Insurance-Manager. Our Tax Accounting and Risk Advisory Services (TARAS) practice operates within the NTD, and assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, a

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. This leadership role offers the opportunity to oversee key client engagements, drive team development,

Coordinate with fund administrators, banking partners, auditors, and tax advisors to ensure accurate reporting and timely tax filings. Assist the Director of Fund Accounting in working with Setpoint's Engineering and Product teams to design software features that streamline and improve funding and a

Bachelor's degree in accounting CPA or JD Licensed in New York Progressive public accounting experience State and local income tax experience As the income/franchise tax senior manager, you'll oversee the preparation of income/franchise tax returns for your multiple clients all. Income And Franchise

At Deloitte, our tax consultants provide a full range of tax services to clients. Must meet minimal educational requirements for CPA licensure (which may differ from the educational requirements to sit for the CPA exam) in the state of your assigned office location prior to beginning full-time emplo

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance

High-Level Analysis: Conduct complex financial analyses and modeling to support executive-level decision-making. You will work closely with the senior LS Power finance team members, the LSPG development team, and LS Power's existing legal, regulatory, accounting, tax, and treasury functions. Work cl

Our Tax Accounting and Risk Advisory Services (TARAS) practice assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing. Strong ASC 740 and/or IAS 12 experience as well as experience in corpor

With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.CBIZ has more than 10,000 team members

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.These individuals help businesses navigate complex tax regulations and optimise their tax positions.In specialised tax services at PwC, you will focus on providing tax advic

FY26 Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Real Estate-Senior Manager. This position is seasonal and involves providing tax guidance and consulting related to tax accounting and planning. Tax Accounting Projects and Consulting.

FY26 Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Real Estate- Manager. Our Tax Accounting and Risk Advisory Services (TARAS) practice operates within the NTD, and assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision proce

Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ? and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerin

Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-BCM Senior Manager. Our Tax Accounting and Risk Advisory Services (TARAS) practice operates within the NTD, and assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures,

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Stable Rock has recently expanded into insurance services to meet the growing needs of our clients. As such we are seeking a dynamic, results-driven business development professional to join our growing team. Job Summary We are looking for an ambitious and customer-focused insurance sales professional specializing in property and casualty insurance. The ideal candidate will develop and maintain a robust client portfolio, provide expert insurance advice, and drive revenue growth through strategic sales approaches. Key Responsibilities • Prospect and acquire new commercial and personal lines P&C insurance clients, • Conduct comprehensive risk assessments for potential clients, • Develop tailored insurance solutions across multiple lines, including:, • Commercial property insurance, • General liability coverage, • Business interruption insurance, • Commercial auto insurance, • Cyber and crime insurance, • Manage and grow existing client relationships, • Prepare and present detailed insurance proposals, • Negotiate policy terms and pricing, • Maintain accurate client records in CRM systems, • Meet or exceed monthly/quarterly sales targets, • Stay current with industry trends, new insurance products, and regulatory changes, • Leverage established client relationships to identify insurance needs and provide tailored risk solutions, • Identify other cross-selling opportunities for the Stable Rock business Qualifications Required • Bachelor's degree in Business, Insurance, Finance, or related field, • Valid P&C insurance license in any state, • Minimum 2-3 years of direct insurance sales experience, • Proven track record of meeting sales targets, • Strong understanding of P&C insurance products, • Excellent communication and interpersonal skills, • Commercial lines insurance experience, • Life and Health insurance, • Additional insurance certifications (CPCU, CIC), • Exceptional consultative sales approach, • Strong analytical and problem-solving skills, • Ability to build and maintain client relationships, • Proven negotiation skills, • Self-motivated with strong time management abilities, • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Health and wellness benefits, • 401(k) with company match, • Continuous professional development opportunities, • New client acquisition targets, • Retention rates, • Revenue growth, • Cross-selling success, • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to Job Posted by ApplicantPro

Job Description Essential duties and responsibilities of successful CPAs include: • Preparing and reviewing financial statements for clients, • Ensuring tax compliance and working with the tax department of an organization, • Filing tax returns of an organization and acting as an audit representative, • Managing a client’s financial activities such as general accounting and cash flow, • Leading an organization’s accounting department or a team of accountants, • Developing and maintain relationships through ongoing communication, • Staying up-to-date with the latest financial and accounting trends and software

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of 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.

Director Of Finance, Tax, And Accounting Technology.The Director Of Finance, Tax, And Accounting Technology will lead strategic technology initiatives supporting the business function of the organization.This role will involve overseeing global technology teams, managing critical systems, and ensuri

Reporting directly to the CAO, the Corporate Controller will oversee accounting operations, reporting accuracy, compliance, and internal controls, while partnering closely with peer leaders across Technical Accounting & Financial Reporting, Tax, and Treasury. Controller, VP, or equivalent in a high-

As a Tax Controversy Manager, you will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as hi

Our Tax Accounting and Risk Advisory Services (TARAS) practice assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing. Tax Provision Manager - Tax Accounting & Risk Advisory (TARAS) - GCR -

Sovos (Statutory Reporting Software) Jersey City, NJ Contract.Extensive experience in Automate NAIC Compliance With Statutory Reporting Software, State forms compliance & Premium tax Knowledge in Annual statement preparation, accounting guidance, tax compliance and statutory accounting from insuranc

CLA is looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financia

Bloomberg is changing the legal industry by delivering the most sophisticated research platform on the market with a focus on automation, analytics and real-time answers. Familiarity with online legal research and accounting tools. Experience with the Bloomberg Tax Research or Software products is a

Responsibilities: Are you looking to gain experience and jump-start your accounting career? Do you want to build your professional network at a coast-to-coast firm? As a Tax Intern at Baker Tilly (BT), you will deliver tax advisory and compliance services to clients. Demonstrate your performance and

Audit Manager leads and manages multiple audit and tax engagements, ensuring the delivery of quality audit and tax services to Firm clients. Identify and communicate accounting and auditing matters to principals, partners, and quality control director. Consistent communication with manager (instead

The Accounting Manager will be managing the company's audits, global consolidation and group reporting, local tax and financial compliance, account reconciliation, interpretation and implementation of relevant accounting guidance, internal control environment, and process improvement. Were looking f

Aprio invites high-potential accounting students interested in Audit and Tax to apply for the 2027 Aprio Audit/Tax Spring/Summer Internships. Aprio's audit teams provide the opportunity to work and form relationships with middle to large-sized audit clients. Aprio 2027 Internship Application - Tax/A

With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.CBIZ has more than 10,000 team members

Seasonal Tax-Financial Services Organization- GCR Tax Accounting and Risk Advisory-BCM Manager. Our Tax Accounting and Risk Advisory Services (TARAS) practice operates within the NTD, and assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax p

Seeking a Tax Manager or light Senior Manager with strong corporate/entity tax experience in the consumer goods industry, with some individual and trust exposure (corporate-focused). Tax Manager Or Light Senior Manager NYC (3 Days/Week In-Office). CPA or EA required; Master's in Accounting or Taxat

Activities include quantifying book/tax adjustments, federal/state modifications, and state apportionment. With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. A Tax Senior prov

Bachelor's Degree in Accounting or related field plus 5 years tax experience in corporate or public accounting environment. General knowledge of GAAP Accounting Standards as they pertain to Income Taxes (ASC 740). Sr Tax Accountant - Compliance And Tax Fixed Asset Accounting.

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance

Advising clients about tax liabilities and other tax-related matters. Familiarity with tax preparation and accounting software and electronic tax filing systems. Staying current on IRS and state and local tax rules and regulations and ensuring full compliance.

Head Of Tax And Accounting (SVP Level). A prestigious financial institution is seeking a bilingual Japanese-speaking Head of Tax and Accounting based in New York, NY. Supervising and providing guidance to accounting staff and the VP.

Strategic Leadership Role At CT Corporation.Wolters Kluwer is a global leader in professional information services.Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and sof