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Managers can expect to:
- Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
- Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
- Communicate with target management teams and client...
Managers can expect to:
- Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
- Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
- Communicate with target management teams and client...
Senior Associates can expect to:
- Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis;
- Assist in preparing reports and related analysis for clients;
- Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information;
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Tax Senior Managers with our State & Local Tax (SALT) practice will provide state and local property tax planning, consulting, and compliance services to multiple clients within various industries. You will work directly with the client, manage the tax engagement team, and be connected to a strong support system from firm Leadership.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, etc.);...
Private Client Service (PCS) Tax Managers serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance. Experience with estate and gift tax planning is a plus. In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Managers must possess and maintain strong written and oral presentation skills, conduct research on various client issues, and supervise Associates and Senior Associates. Participation in the professional growth and development of Associates and Senior...
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and...
As a member of the Private Client Services practice, Senior Associates participate in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Associates prepare and review tax returns as well as manage the work product of Experienced Associates on various engagements. Senior Associates must possess strong technical knowledge of tax planning, consulting, and compliance for both federal and state filings.
Senior Associates...
Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
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Senior Managers can expect to:
- Lead and manage the execution of financial due diligence engagements for clients;
- Identify and help resolve complex transaction risks and issues;
- Prepare and review reports and related analysis and deliverables;
- Effectively communicate with target management teams and client personnel;
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Managers can expect to:
- Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;
- Identify and assess financial risks associated with potential transactions, including financial reporting accuracy, compliance, cash flow analysis, debt structures, and any potential contingencies;
- Communicate with target management teams and client...
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to...
Alternative Investment Funds (Private Equity, Family Office, Venture Capital) Managers serve as members of various client service teams. Managers must possess strong knowledge of financial reporting and back office operations related to alternative investment funds. In addition to the preparation and review of financial statements, Managers participate in client issues resolution, investor relations, and communicate directly with clients and financial management. Managers mentor junior team members and serve as Career Advisors.
Senior Managers/Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups. Corporate Tax Senior Managers/Managers must possess strong technical knowledge in preparing and reviewing ASC 740 accounting for income tax engagements, corporate and partnership tax planning, consulting, and income tax compliance engagements. Corporate Tax Senior Managers/Managers participate in identifying value-added planning opportunities and communicating with clients and financial managers. Corporate Tax Senior Managers/Managers must possess and maintain strong written and oral presentation skills, conduct research on various...
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and...
As a member of the State and Local Tax (SALT) practice, Managers oversee, manage, and complete tax projects; provide innovative state and local jurisdictional tax planning, consulting, compliance, refund reviews, and tax controversy audit support. Managers work closely with the Commercial and Private Client services to review multi-state returns and identify client issues and opportunities. Managers are involved in the process of identifying, marketing, and implementing tax strategies for clients.
Managers maintain active communication with clients to...
Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);
- Maintain...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Senior Associates can expect to:
- Review and prepare complex tax returns;
- Engage in the tax planning and consulting...
Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and...
Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, real estate, fund of funds and venture capital.
Managers can expect to:
- Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.)
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Senior Managers in our Commercial practice oversee multiple engagements for clients that range from multi-national corporations to early stage starts-ups.
Senior Managers can expect to:
- Engage in business development activities (i.e. prepare proposals; present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.);...