Jobs at Stable Rock

Coordinates individual and business tax engagements by organizing client documentation, tracking deadlines, maintaining filing calendars, managing electronic filing status, supporting client communications, and routing tax notices. Maintains accurate records and departmental databases, coordinates workflows and resources, identifies bottlenecks, and improves administrative processes. Works closely with tax professionals, leadership, and clients to ensure timely, organized, and efficient tax preparation and filing.

Leads Stable Rock’s individual tax practice for high-net-worth clients. Oversees complex federal and state tax return preparation, review, technical compliance, year-round tax planning, and investment-related advisory services. Manages and develops tax professionals, establishes quality standards, improves workflows, and ensures timely delivery. Builds trusted client relationships, collaborates with external advisors, identifies planning opportunities, and supports practice growth, service expansion, and operational excellence.

Prepares and reviews federal and state tax returns for high-net-worth individuals and other clients, including investment income, capital gains, partnership K-1s, trusts, and alternative investments. Conducts tax research, supports planning and compliance engagements, reviews financial documentation, responds to tax notices, communicates with clients, maintains workpapers, and collaborates with senior tax professionals to deliver accurate filings and identify planning opportunities.

Oversee middle-office operations across investment management client portfolios, including trade, position, and cash reconciliations; trade-break resolution; corporate actions; NAV review; operational reporting; portfolio accounting accuracy; client and counterparty communications; onboarding; workflow design; and supervision of associates.

Leads the accounting function, overseeing a three-person team, financial reporting, multi-entity accounting, month-end and year-end close, internal controls, audits, and process improvement. The Controller develops scalable accounting infrastructure, strengthens procedures, leverages technology and automation, and partners with finance leadership to support business growth. The role requires hands-on technical accounting expertise, team leadership, GAAP knowledge, and strong experience with accounting systems and financial reporting.

Leads client advisory engagements for hedge fund, private equity, and investment vehicle launches. Advises sponsors on operational infrastructure, service providers, controls, processes, and organizational readiness while coordinating internal teams and external providers. Manages project plans, timelines, risks, onboarding, transitions, due diligence readiness, process improvements, wind-downs, and liquidations. Builds trusted relationships with senior investment management stakeholders and improves scalable fund launch and advisory processes.

Oversee fund accounting and financial reporting for alternative investment clients, including NAV calculations, capital allocations, management fees, carried interest, financial statements, audits, budgeting, forecasting, and financial modeling. Serve as a key liaison to clients, auditors, administrators, and service providers while supporting CFO advisory work, accounting systems, controls, and process improvements.

Generate new commercial insurance business through prospecting, referrals, networking, and partnerships. Build executive-level client relationships, assess risks, design and present insurance solutions, negotiate coverage and pricing, and support retention. Maintain a qualified pipeline, meet production goals, collaborate on cross-service referrals, and mentor less experienced producers. The role requires strong commercial Property and Casualty insurance expertise, relationship management, and business development performance.

Provides advanced Tier 2 technical support across Windows, macOS, Microsoft 365, cloud, SaaS, network, security, and business application environments. Responsibilities include Microsoft 365, Intune, Entra ID, Azure Virtual Desktop, endpoint and identity administration, incident escalation, ticket management, infrastructure maintenance, documentation, mentoring Tier 1 engineers, and participation in migrations and improvement projects within an MSP environment.

Provides high-level administrative and operational support to the CEO and Co-Founder, managing calendars, meetings, travel, correspondence, expenses, communications, action items, executive materials, special projects, and confidential information. The role requires proactive prioritization, stakeholder coordination, research, process improvement, and strong follow-through while supporting leadership in a fast-paced, growing organization.

Manages outsourced CFO, financial reporting, and accounting services for investment managers, startups, and growing businesses. Oversees general ledger activity, reconciliations, NAV calculations, capital accounts, budgeting, forecasting, cash flow analysis, and financial modeling. Serves as a client liaison, improves financial infrastructure and processes, supervises accounting staff, reviews work, and supports client onboarding and transitions.