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13 Days AgoSaved
Remote or Hybrid
9 Locations
Senior level
Senior level
Consulting • Financial Services
Leads change management and adoption strategies for complex outsourced-services transformations, technology implementations, process redesigns, and operating-model changes. Advises senior stakeholders, assesses impacts and readiness, develops communications and training, tracks adoption outcomes, manages multiple client engagements, and oversees risks, budgets, quality, and delivery. Builds change methodologies, supports business development, evaluates digital and AI-enabled tools, and coaches change practitioners.
Top Skills: ExcelMicrosoft Office SuiteMicrosoft TeamsPowerPointSharepointWord
17 Days AgoSaved
Hybrid
4 Locations
Senior level
Senior level
Consulting • Financial Services
Leads pricing strategy, bill-rate planning, profitability analysis, forecasting, KPI reporting, and financial modeling for the Tax practice. Advises practice leaders on realization, margins, client economics, and business performance; supports proposals and renewals; improves data quality, dashboards, and finance processes; and manages a Tax Finance Analyst.
Top Skills: Business Intelligence ToolsEnterprise Financial SystemsExcelSQL
17 Days AgoSaved
Hybrid
Philadelphia, PA, USA
Senior level
Senior level
Consulting • Financial Services
Oversee tax planning, compliance, and consulting engagements for ultra-high-net-worth individuals, families, and financial services clients. Review complex tax returns, manage client relationships, supervise and develop staff, support business development and recruiting, and maintain expertise in tax laws and accounting standards. The role requires knowledge of hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities, along with occasional local client travel.
Top Skills: Cch AxcessGosystems
17 Days AgoSaved
Hybrid
Philadelphia, PA, USA
Senior level
Senior level
Consulting • Financial Services
Oversee tax planning, compliance, and consulting engagements for ultra-high-net-worth individuals, families, and financial-services clients. Review complex tax returns, manage client relationships, supervise and develop staff, support business development and recruiting, and advise on tax-law changes. The role requires expertise in hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities, along with occasional local client travel.
Top Skills: Cch AxcessGosystems
17 Days AgoSaved
Hybrid
4 Locations
Expert/Leader
Expert/Leader
Consulting • Financial Services
Lead private client tax engagements, reviewing federal and state individual and fiduciary returns, projections, workpapers, and tax issues. Manage engagement budgets, billing, economics, deadlines, and client relationships. Oversee, mentor, and develop staff accountants while identifying expanded service opportunities. The role requires strong entity and individual taxation expertise, public accounting experience, a CPA license, and at least 10 years of tax compliance experience.
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18 Days AgoSaved
Hybrid
17 Locations
Expert/Leader
Expert/Leader
Consulting • Financial Services
Leads M&A and tax transaction engagements, developing federal tax strategies, structuring complex deals, managing tax risks, advising clients, supporting post-merger integration, and identifying additional service opportunities. Builds client relationships, presents complex tax concepts, mentors tax professionals, and fosters collaborative team development.
18 Days AgoSaved
Remote or Hybrid
34 Locations
Senior level
Senior level
Consulting • Financial Services
Oversee tax planning, compliance, and complex return reviews for ultra-high-net-worth individuals, families, trusts, estates, and related entities. Lead client engagements, supervise and develop staff, manage budgets and profitability, support business development and recruiting, and maintain strong client relationships. Apply expertise in hedge fund K-1s and individual and business tax returns while leveraging tax technology and process improvements.
Top Skills: Cch AxcessGosystems
19 Days AgoSaved
Hybrid
Boston, MA, USA
Junior
Junior
Consulting • Financial Services
Provides outsourced bookkeeping and accounting services for dental practice clients. Responsibilities include managing month-end accounting, posting journal entries, correcting account discrepancies, preparing bank reconciliations and internal financial statements, maintaining client documentation, identifying accounting, investment, and tax issues, and supporting multiple client engagements while meeting quality, deadline, and budget expectations.
Top Skills: Quickbooks Online
19 Days AgoSaved
Hybrid
10 Locations
Senior level
Senior level
Consulting • Financial Services
Prepare and review financial statements, general ledgers, workpapers, partner capital reports, fee and interest accruals, capital allocations, investor notices, cash reconciliations, and NAV calculations. Support year-end audits and mentor junior staff while serving real estate fund clients. The role requires accounting experience in fund accounting or financial services assurance, with hedge fund, private equity, alternative asset management, public accounting, CPA progress, and Yardi or MRI experience preferred.
Top Skills: MriYardi
19 Days AgoSaved
Hybrid
3 Locations
Expert/Leader
Expert/Leader
Consulting • Financial Services
Leads corporate tax compliance and advisory engagements, including federal, multinational, and multistate return review and signoff. Advises clients on tax planning and legislative changes, supports proposals and business development, builds client relationships, and manages, trains, and evaluates staff. Requires extensive tax compliance or consulting experience and a CPA, EA, or JD.
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