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Citrin Cooperman jobs in New York, NY

- 161 jobs
  • NetSuite Senior Support Specialist

    Citrin Cooperman Advisors LLC 4.7company rating

    Citrin Cooperman Advisors LLC job in New York, NY

    This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! Position Description We are looking for a highly effective NetSuite Support Specialist to join our NetSuite team remotely full-time. This person will utilize best practices and methodologies to respond to and resolve support requests from clients and as needed, identify and route consulting/development requests to the appropriate team members. This candidate must have very strong written and oral communication skills, be highly organized, be capable of multitasking and managing projects, and have prior help-desk experience. This candidate will need to have balanced knowledge and abilities from both a functional and technical skill set as well as be comfortable training users. Essential Duties & Responsibilities Respond to support requests within the contracted response time Track and manage open cases to resolution within ticketing system Troubleshoot issues in NetSuite and related products Experience interacting with NetSuite Support Gather client requirements and document functional specifications Perform system testing and client end user training Create / troubleshoot financial statements using NetSuite Troubleshoot and support NetSuite applications and add-ons Complete project tasks as assigned, on time and budget Strong financial / accounting background Understand inventory, distribution & manufacturing concepts Qualifications 2-4+ years working with NetSuite in a support or consulting capacity At least one (1) year working in a help-desk role SuiteFoundation Certification required NetSuite Administrator Certification required NetSuite ERP Consultant Certification preferred Demonstrated understanding and experience with basic ERP system modules including core financials, distribution and OneWorld. Manufacturing experience preferred. Thorough understanding of business processes including: Order to Cash; Procure to Pay; Fixed Assets; Record to Report SuiteBilling; Revenue Management/ARM Experience with NetSuite SuiteFlow & Advanced Approvals preferred Experience supporting NetSuite integrated applications (Banking/ACH, Avalara, Concur, BILL, RF Smart, etc.) Ability to review, understand, analyze middleware integration logs (i.e. Celigo, Boomi, etc.) Ability to define, create and complete project deliverables with minimal guidance Ability to independently manage individual time and tasks Ability to quickly adapt to new requirements and changing situations Ability to create and complete documentation Exhibits professionalism at all times Excellent written and verbal communication Education Bachelor's degree in computer science, engineering, MIS, Accounting or equivalent preferred NetSuite certifications listed in qualifications About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
    $98k-124k yearly est. Auto-Apply 60d+ ago
  • Facilities Manager (49714)

    Citrin Cooperman 4.7company rating

    Citrin Cooperman job in New York, NY

    Job Details Position Type: Full Time / Experienced Level Salary Range: $90000.00 - $120000.00 Salary/year Job Category: Operations / Administrative Support Description Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Facilities Manager to join our Administration Department. As a Manager, you will be responsible for: Responsibilities: * Maintenance & Repairs - Coordinate maintenance, ensure building systems function properly (HVAC, lighting), manage work orders in Prism, and schedule inspections. * Health & Safety - Ensure compliance with safety regulations, coordinate firm-implemented emergency planning, and conduct inspections. * Office Operations - Assist with equipment/furniture purchases, liquidations, and office moves, maintain relationships with property management, and supervise facility operations. * Budget & Vendor Management - Monitor budgets, negotiate contracts, and track expenses. * Project management - Act as a point of contact for security upgrades, renovations, and integration projects, as well as collaborate with architects and contractors to deliver on time and within the budget. Qualifications Qualifications: * Bachelor's degree required. * Proven experience in facilities management. * Possess strong knowledge of building systems and facility software. * Possess excellent leadership and organizational skills. * Can manage multiple projects under pressure. * Possess strong communication and interpersonal skills. * Can travel as needed (approximately 30% travel time to other locations).
    $90k-120k yearly 5d ago
  • Marketing Coordinator

    Anchin 4.3company rating

    New York, NY job

    Job Description Title: Marketing Coordinator Department: Marketing Supervises: N/A Role Type: Full-time (non-exempt) 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 Marketing Coordinator at Anchin you will have a highly visible position. In this role you will be interacting with firm management, managing multiple projects simultaneously, prioritizing tasks, and establishing/meeting timelines and deadlines. RESPONSIBILITIES: Provide broad-based marketing support to the Firm and its industry teams. Implement strategic industry group marketing plans to reach clients and prospects. Interact with firm management and assist in establishing priorities, timelines, and deadlines. Marketing communications and content development to support industry teams (presentations, thought leadership, social media, website content, surveys, webinars, media relations, brochures, etc.) Collaborate with marketing managers and partners to develop winning business development strategies, including proposal development, target marketing plans, and research. Support event strategy including event development and execution (pre-event logistics and registrations, and post-event tracking and follow-up; onsite support of in-person events (typically NYC based) is required). Work with marketing managers and teams to develop industry-driven marketing campaigns and presentations. Perform regular market, industry, competitor, and prospective client research for select groups. Work with other departments and external resources on campaigns related to firm culture. Leverage CRM system to monitor contact engagement, new business activity, and opportunity pipelines for select groups. Training and mentoring of more junior team members, including interns. QUALIFICATIONS: Education: Bachelor's degree in Marketing, Communications, Business, or a related field. Experience: 3+ years of marketing experience. Professional services marketing preferred - accounting, law, consulting, financial services or architecture and engineering. Excellent writing, communication, and research skills. Highly proficient in MS Word, Excel, PowerPoint, and internet research. Ability to develop compelling presentations using PPT, Canva and/or other presentation and creative/design resources. Able to work in a fast paced, results driven and highly visible environment. Prior experience managing multiple projects and supporting multiple groups. Social media proficiency, including staying up to date on industry trends in technology and training groups accordingly. Knowledge of CRM and proposal development software preferred. Compensation: Competitive annual salary in the range of $55,000-$65,000 based on 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. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $55k-65k yearly 2d ago
  • Trust and Estates Tax Partner, Private Client Group

    Anchin 4.3company rating

    New York, NY job

    Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time 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 looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms **************, etc.). Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities. Address technical issues and provide guidance on complex trust and estate structures. Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters. Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust. Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning. Mentor and develop the team to foster a culture of collaboration and continuous learning. Delegate effectively while ensuring work quality and adherence to deadlines. Participate in internal training programs to share expertise and enhance team capabilities. Lead marketing and networking efforts to attract new clients and expand existing relationships. Collaborate with other practice areas to deliver integrated solutions to clients. 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. QUALIFICATIONS: Education: Bachelor's degree in Accounting, Taxation, or a related field. CPA certification preferred. Experience: Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role. Compensation: Competitive annual salary in the range of $220,000 to $500,000, based on 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. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $117k-149k yearly est. 27d ago
  • Associate, M&A Integration (49682)

    Citrin Cooperman 4.7company rating

    Citrin Cooperman job in New York, NY

    Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are hiring an Associate, M&A Integration to join our Integration team within the Corporate Development department. This position is based at our NYC headquarters. Responsibilities are, but not limited to: * Analyze the finances of personnel changes for target M&A transactions. * Analyze the impact of benefit changes from selling company to acquiring company, as well as provide recommendations to the Corporate Development team and HR. * Maintain accurate and organized records to be communicated and distributed to the relevant functions throughout the M&A lifestyle. * Work cross functionally during preliminary diligence, confirmatory diligence, and integration of each transaction. * Produce full scope budgeting on strategic laterals, small scope acquisitions, and acqui-hires. Qualifications * Bachelor's degree in Accounting, Business Administration, or related field * 2-3 years of experience in middle markets, servicing in an accounting firm * Possess strong organizational, communication, and collaboration skills * Have experience working with financial statements and performing data analysis * Possess high attention to detail and confidentiality * Willing and able to work in-person at the NYC office 4+ days per week (required) * Professional experience and EBP (employee benefit plan) attest (preferred) * Experience in transaction advisory services and/or valuation advisory services (preferred)
    $64k-94k yearly est. 7d ago
  • Audit Partner, Architecture, Engineering & Construction

    Anchin 4.3company rating

    New York, NY job

    Title: Audit Partner, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Directors Role Type: Full-time 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. Conduct reviews of audit work papers and reports to ensure accuracy and adherence to professional standards. Qualifications: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. CPA required. Experience: 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. Proven ability to manage multiple engagements and deadlines simultaneously. Compensation: Competitive annual salary in the range of $250,000 to $500,000+, based on 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $85k-110k yearly est. Auto-Apply 60d+ ago
  • Project Manager - Information Technology

    Anchin 4.3company rating

    New York, NY job

    Title: Project Manager - Information Technology Department: IT Supervises: N/A Role Type: Full-time 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 IT Project Manager will lead and manage the execution of complex internal technology initiatives that align with Anchin's business goals. This role involves end-to-end project ownership - from business case development and vendor evaluation through implementation and post-go-live support - with a focus on strategic alignment, stakeholder engagement, and process efficiency. The successful candidate will partner closely with cross-functional teams, including senior leadership and department heads, to prioritize initiatives and drive measurable outcomes. RESPONSIBILITIES: Lead and deliver multiple IT projects across all phases of the project lifecycle (initiating, planning, executing, monitoring, controlling, and closing) with a clear focus on scope, time, cost, and quality. Drive project scoping, requirements gathering, budget planning, and ROI analysis in collaboration with stakeholders and Business Analysts. Coordinate vendor selection and evaluation processes, including demos, comparisons, and implementation timelines. Develop and maintain comprehensive project documentation, including business cases, change management plans, communication plans, requirement specifications, and vendor evaluation matrices. Use the Wrike project management platform to track tasks, dependencies, deadlines, and team accountability; generate reports for internal reviews and leadership updates. Serve as a primary liaison between technical teams and business stakeholders, managing expectations and ensuring solution alignment with business needs. Anticipate and mitigate risks through proactive issue resolution, stakeholder communication, and contingency planning. Promote continuous improvement by developing reusable templates and process documentation to ensure consistency across the department. Guide and mentor internal stakeholders on project management practices and the effective use of the Wrike project management platform for ongoing department-level planning. QUALIFICATIONS: Education: Bachelor's degree (BA/BS) in Information Technology, Computer Science, Business Administration, or Project Management. PMP certification is required. Experience: 8 + years of progressive experience managing IT projects in a dynamic, multi-stakeholder environment. Proven track record of managing multiple concurrent projects involving technology adoption, automation, and cross-functional coordination. Strong understanding of project management methodologies and tools. Proficient with Wrike or similar project management platforms. Excellent communication, negotiation, and presentation skills. Experience in employing a professional and diplomatic customer service approach during stakeholder conversations. Experience working with vendors, conducting evaluations, and leading enterprise tool implementations. Demonstrated ability to develop clear documentation and drive process improvements. Superior critical thinking and problem-solving skills. Desire to grow, and ability to take on increasing responsibilities. Compensation: Competitive compensation in the range of $100,000 to $125,000 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $100k-125k yearly Auto-Apply 60d+ ago
  • Tax Director/Partner, International Tax

    Anchin 4.3company rating

    New York, NY job

    Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time 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. Drive efficiency and innovation in tax compliance processes. Qualifications: Education: Bachelor's degree in Accounting, Finance, or a related field. CPA, JD, or Master's in Taxation preferred. Experience: 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. Proficiency in tax research software (e.g., CCH, RIA), tax preparation tools. Compensation: Competitive annual salary in the range of $220,000 to $500,000, 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $94k-121k yearly est. 27d ago
  • Tax Supervisor, Technology & Professional Services

    Anchin 4.3company rating

    New York, NY job

    Title: Tax Supervisor, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: Seniors Role Type: Full-time 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 Supervisor specializing in the Technology and Professional Services industries here at Anchin, you will demonstrate knowledge of issues that may have a potential impact on clients while building valued relationships with them. In addition, you will be a valued resource for others; proactively seeking opportunities to mentor and share your knowledge with Staff/Semi/Seniors. RESPONSIBILITIES: Communicate with clients and seek to build valued relationships with a focus on how to serve them better. Demonstrate a knowledge of the industry issues that have a potential impact on clients. Resolve clients' issues/questions, requesting internal assistance when needed. Look for opportunities to assist in coordinating the body of client work and understand the timing and flow of work for clients. Ensure accurate and timely preparation, review, and filing of tax returns related to technology and professional services clients. Stay updated on tax laws and regulations related to the technology and professional services industries. Research to analyze and interpret tax implications for clients while also identifying potential tax risks and developing strategies to mitigate them. Build a cohesive team on the engagement which allows all members to feel included and comfortable asking questions while promoting opportunities to provide better service to clients. Monitor engagement economics throughout the client engagement (budget, billable time, etc.) and proactively provide regular status updates to help the appropriate in charge on the engagement. Supervise and mentor Staff/Semi/Seniors, providing guidance on technical issues, professional development, and client interactions. Qualifications: Education: Bachelor's degree in Accounting, Finance, or related field. Certified Public Accountant (CPA) preferred. Experience: 4+ years of experience in tax, with a focus on technology and professional services-related industries. Excellent analytical and problem-solving skills. Ability to work collaboratively with cross-functional teams and contribute to a positive work environment. Strong verbal and written communication skills, with the ability to convey complex tax concepts to clients and team members. Proficient in using tax software and Microsoft Office applications. Compensation: Competitive annual salary in the range of $115,000 to $142,000, based on 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $115k-142k yearly Auto-Apply 60d+ ago
  • Tax Director/Partner, Employee Benefit Plans and Compensation

    Anchin 4.3company rating

    New York, NY job

    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 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. Monitor industry trends and regulatory changes impacting employee benefit taxation and executive compensation. QUALIFICATIONS: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. CPA preferred. Experience: 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. Detail-oriented with strong organizational and project management abilities. Compensation: Competitive annual salary in the range of $160,000 to $350,000+ based on 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $83k-105k yearly est. 16d ago
  • Audit Supervisor, Architecture, Engineering & Construction

    Anchin 4.3company rating

    New York, NY job

    Job Description Title: Audit Supervisor, Architecture, Engineering & Construction Department: Audit, Architecture, Engineering & Construction (AEC) Supervises: Seniors Role Type: Full time 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: The Audit Supervisor in the Architecture, Engineering & Construction (AEC) team at Anchin is responsible for leading and supervising audit engagements specific to Architecture, Engineering, and Construction clients. This role requires a deep understanding of the AEC industry and the ability to provide valuable insights and recommendations to clients. The Audit Supervisor will manage audit teams, ensure compliance with regulatory standards, and deliver high-quality audit services. RESPONSIBILITIES: Lead and manage audit engagements from planning to completion, ensuring they are executed in accordance with auditing standards and industry-specific guidelines. Develop and maintain strong client relationships, understanding their unique needs and providing proactive recommendations for process improvements and financial management. Supervise and mentor audit staff, including audit seniors, providing guidance, training, and support in their professional development. Identify and assess audit risks, develop audit plans, and tailor audit procedures to address the specific risks associated with AEC clients. Stay current with industry regulations, trends, and best practices in the AEC sector, ensuring that audits are conducted with the utmost precision and relevance. Perform and review complex audit procedures, including testing of accounts, documentation, and internal controls. Analyze financial statements and other key financial data, identifying discrepancies and offering recommendations for improvement. Ensure that audits are conducted with the highest level of quality and integrity, meeting regulatory and professional standards. Prepare detailed audit reports, summarizing findings, risks, and recommendations for clients and senior management. Ensure that audits adhere to relevant accounting standards, industry regulations, and legal requirements. Identify opportunities to improve audit methodologies, tools, and procedures within the AEC context. Qualifications: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. A Master's degree or CPA certification is highly preferred. Experience: 4 + years of audit experience, with a focus on AEC clients. 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. Proficiency in tax software and Microsoft Office Suite. Compensation: Competitive annual salary in the range of $110,000 to $135,000 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $110k-135k yearly 16d ago
  • Tax Manager, Real Estate

    Anchin 4.3company rating

    New York, NY job

    Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises: Supervisors and below Role Type: Full-time 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 Manager specializing in Real Estate at Anchin, you will manage tax compliance, planning, and advisory services for a broad range of real estate clients. This role manages engagements, reviews complex tax returns, provides technical guidance, and partners closely with partners and clients on strategic tax matters. The ideal candidate has strong technical skills in real estate taxation, experience supervising staff, and a commitment to delivering exceptional client service. RESPONSIBILITIES: Primary: Manage and review federal, state, and local tax compliance for real estate clients, including partnerships, corporations, LLCs, and REITs. Lead complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations. Oversee and review partnership tax returns (Forms 1065), K-1s, and related supporting schedules. Identify and research complex tax issues; prepare technical memoranda and provide recommendations to clients and internal teams. Advise clients on tax planning opportunities, entity structuring, acquisition/disposition strategies, and real estate-specific tax implications. Manage engagement budgeting, scheduling, and workflow to ensure timely delivery of high-quality work. Mentor, train, and supervise junior team members, and provide performance feedback and support career development. Build and maintain strong client relationships, serving as a trusted advisor. QUALIFICATIONS: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. CPA preferred. Experience: 5+ years of relevant tax experience in public accounting, with a strong focus on real estate. Deep knowledge of real estate tax concepts, partnership taxation, and related regulations. Experience managing multiple engagements and leading teams. Strong research, analytical, and problem-solving skills. Excellent communication and client-service abilities. Proficiency in tax software and Microsoft Office Suite. Compensation: Competitive annual salary in the range of $140,000 to $180,000 based on 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. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $140k-180k yearly Auto-Apply 18d ago
  • TAS Manager

    Citrin Cooperman Advisors LLC 4.7company rating

    Citrin Cooperman Advisors LLC job in New York, NY

    This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! Responsibilities, but not limited to: Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers. Plan and manage due diligence engagements on budget Act as primary client contact for the duration of the due diligence process Prepare and/or review Excel data packs Conduct on-site and/or phone interviews with C-level personnel at acquisition targets Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations Analyze historical financial and operating results of target companies and explain business trends and identify risks Prepare financial models related to mergers, acquisitions or other related transactions Perform industry research as needed on engagements Schedule and supervise the tasks and project assignments of senior analysts Mentor, train and supervise junior staff Apply TAS Best Practices to ensure consistent quality of service and work product Actively participate in the development of the group's Best Practices Develop proposal including budgets and scope of work and present proposals to prospective clients Identify and pursue business development opportunities through industry and networking relationships Qualifications: Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent CPA required Minimum of 2+ additional years of financial due diligence experience Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies ( Solid working knowledge of US GAAP Highly proficient in Microsoft Word, Excel and PowerPoint Excellent verbal and written communication skills Strong critical thinking skills with the ability to solve unstructured problems Excellent project management and organizational skills Ability to multi-task and manage multiple engagements at once Strong relationship building and networking abilities About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York, the salary range is $120,000 -- $140,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
    $120k-140k yearly Auto-Apply 60d+ ago
  • Senior Accountant - Business Management & Family Office (49555)

    Citrin Cooperman 4.7company rating

    Citrin Cooperman job in New York, NY

    Job Details Position Type: Full Time / Experienced Level Salary Range: $70000.00 - $125000.00 Salary Job Category: Advisory - Business Mgmt & Family Office Description Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for an Senior Accountant to join our Business Management and Family Office practice within the Advisory Department. As a Senior Accountant, you will be responsible for: Responsibilities: * Generate and identify opportunities for new business. Be involved in practice development, networking, etc. * Ensure overall responsiveness to client requests and sustain client relationships as a close associate to the Partner(s) and Director. * Point person on asset acquisitions and dispositions, client loans, cooperative applications, etc. * Research and coordinate with other departments to mitigate risk and maximize tax planning * process. * Provide guidance on the client's insurance plan (includes homeowners, personal liability, auto, etc.; business, if applicable, life, long term care, disability). * Plan and manage workloads for all levels of Account Managers. * Facilitate client onboarding process with support from Director. * Provide guidance on year-end payroll including bonus payrolls to officers from loan out entities. * Develop working knowledge of retirement plans, gift and estate planning concepts. * Be responsible for understanding the Client's organization and structure, knowing the * product/services and keeping abreast of Client news and changes. * Begin to get involved with client billing, collections, profitability (realization). * Prepare loan applications. * Preparation of more complex investment analysis reports and understand the underlying asset classes. * Prepare budgets and analysis on regular basis. * Provide year-end closing entries as needed. * Review of General Ledger, Cash Flow, Trial Balance on a regular basis. * Tracks residual, profit participant and fee income payments. * Anticipate and address client concerns and escalating problems proactively and as they arise. Qualifications * 7-11 years of experience in the business management or family office industry; or 3-5 years of experience in business management or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics) * Active CPA, EA, CFP and/or PFS a plus * Strong technical skills focused on quality * Business acuity focused on the firm and our clients * Leadership skills focused on talent * Entrepreneurial innovated mindset focused on advancing the firm and the profession * Strong interpersonal skills focused on the team * Prior experience with complex tax return preparation/review & advanced understanding of tax guidelines * Prior experience preparing & analyzing budgets & financial forecasts * Advanced internal communication skills
    $70k-125k yearly 21d ago
  • Director/Partner, Mergers & Acquisitions/Exit Strategies

    Anchin 4.3company rating

    New York, NY job

    Title: Director/Partner, Mergers & Acquisitions/Exit Strategies Department: Mergers & Acquisitions/Exit Strategies Supervises: Senior Managers Role Type: Full-time 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 Director/Partner of Mergers & Acquisitions (M&A) and Exit Strategies is a critical leadership position here at Anchin responsible for driving strategic initiatives related to mergers, acquisitions, divestitures, and exit strategies for our clients in a wide range of industries. This role involves working closely with clients, executive leadership, and cross-functional teams to identify, evaluate, and execute growth opportunities. The ideal candidate will have a strong background in corporate finance, investment banking, or private equity, along with a track record of successful M&A transactions. RESPONSIBILITIES: Lead the development of client M&A strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities. Work with client executive teams and stakeholders to assess and align on strategic objectives. Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations. Identify and pursue new acquisition opportunities for clients. Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals. Manage deal flow and pipeline by maintaining relationships with investment banks, venture capital firms, and strategic advisors. Oversee end-to-end deal execution, including negotiations, deal structuring, and integration planning. Manage cross-functional teams in the execution of client M&A projects, including legal, finance, tax, and operations teams. Negotiate key terms and lead transaction documentation, such as purchase agreements, term sheets, and financial disclosures. Develop and implement exit strategies for client portfolio companies, including IPOs, mergers, and private sales. Prepare clients or companies for sale, ensuring readiness for due diligence, market positioning, and financial disclosure. Work with legal teams to execute exit transactions, maximizing shareholder value. Serve as a trusted advisor to clients on all aspects of M&A and exit planning. Lead and mentor a team of professionals to ensure effective execution of client M&A and exit strategies while fostering a collaborative environment to drive efficiency and innovation within the team. Represent the firm at industry events, networking forums, and client meetings. QUALIFICATIONS: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or business administration a related field. Experience: 12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm. Strong understanding of financial modeling, valuation methods, and due diligence processes. Proven track record of successfully leading and executing complex M&A transactions and exit strategies. Exceptional negotiation, communication, and presentation skills. Ability to manage multiple priorities and meet tight deadlines. Strong leadership capabilities with the ability to influence and inspire teams. Compensation: Competitive annual salary in the range of $220,000 to $500,000+, based on individual's experience level, including incentives related to revenue generation. 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $125k-156k yearly est. Auto-Apply 60d+ ago
  • Project Manager - Information Technology

    Anchin 4.3company rating

    New York, NY job

    Job Description Title: Project Manager - Information Technology Department: IT Supervises: N/A Role Type: Full-time 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 IT Project Manager will lead and manage the execution of complex internal technology initiatives that align with Anchin's business goals. This role involves end-to-end project ownership - from business case development and vendor evaluation through implementation and post-go-live support - with a focus on strategic alignment, stakeholder engagement, and process efficiency. The successful candidate will partner closely with cross-functional teams, including senior leadership and department heads, to prioritize initiatives and drive measurable outcomes. RESPONSIBILITIES: Lead and deliver multiple IT projects across all phases of the project lifecycle (initiating, planning, executing, monitoring, controlling, and closing) with a clear focus on scope, time, cost, and quality. Drive project scoping, requirements gathering, budget planning, and ROI analysis in collaboration with stakeholders and Business Analysts. Coordinate vendor selection and evaluation processes, including demos, comparisons, and implementation timelines. Develop and maintain comprehensive project documentation, including business cases, change management plans, communication plans, requirement specifications, and vendor evaluation matrices. Use the Wrike project management platform to track tasks, dependencies, deadlines, and team accountability; generate reports for internal reviews and leadership updates. Serve as a primary liaison between technical teams and business stakeholders, managing expectations and ensuring solution alignment with business needs. Anticipate and mitigate risks through proactive issue resolution, stakeholder communication, and contingency planning. Promote continuous improvement by developing reusable templates and process documentation to ensure consistency across the department. Guide and mentor internal stakeholders on project management practices and the effective use of the Wrike project management platform for ongoing department-level planning. QUALIFICATIONS: Education: Bachelor's degree (BA/BS) in Information Technology, Computer Science, Business Administration, or Project Management. PMP certification is required. Experience: 8 + years of progressive experience managing IT projects in a dynamic, multi-stakeholder environment. Proven track record of managing multiple concurrent projects involving technology adoption, automation, and cross-functional coordination. Strong understanding of project management methodologies and tools. Proficient with Wrike or similar project management platforms. Excellent communication, negotiation, and presentation skills. Experience in employing a professional and diplomatic customer service approach during stakeholder conversations. Experience working with vendors, conducting evaluations, and leading enterprise tool implementations. Demonstrated ability to develop clear documentation and drive process improvements. Superior critical thinking and problem-solving skills. Desire to grow, and ability to take on increasing responsibilities. Compensation: Competitive compensation in the range of $100,000 to $125,000 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $100k-125k yearly 26d ago
  • Tax Senior, Consumer Products Group

    Anchin 4.3company rating

    New York, NY job

    Title: Tax Senior, Consumer Products Group Department: Tax, Consumer Products Group (CPG) Supervises: N/A Role Type: Full-time 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 Senior specializing in the Consumer Products Group here at Anchin will be responsible for delivering a full range of tax services for our clients in the consumer products industry. This includes the preparation and review of tax returns and tax planning. The ideal candidate will have extensive knowledge of federal, state, and local tax laws, strong analytical skills, and experience in the consumer products industry. RESPONSIBILITIES: Prepare and review federal, state, and local income tax returns for individuals, partnerships, corporations, and other entities within the consumer products industry. Ensure compliance with applicable laws and regulations, and timely filing of tax returns while maintaining and managing tax records and documentation. Provide proactive tax planning and advisory services to clients in the consumer products industry. Identify and implement tax-saving strategies and opportunities. Research complex tax issues and develop solutions that minimize tax liabilities and maximize tax benefits. Understand clients' business operations, industry, and needs to provide tailored tax advice. Communicate effectively with clients, providing updates on tax issues and potential impacts on their business. Stay current with tax laws and regulations affecting the consumer products industry. Participate in continuing education and training to maintain proficiency. Contribute to the development and dissemination of best practices within the tax department. Collaborate with cross-functional teams to provide comprehensive tax services. QUALIFICATIONS: Education: Bachelor's degree (BA/BS) in Accounting, Finance, or a related field. CPA highly preferred. Experience: 2+ years of experience in tax, with a focus on consumer products industry. In-depth knowledge of tax laws and regulations. Great analytical and problem-solving skills. Excellent communication and client relationship skills. Proficient in using tax software and Microsoft Office applications. Compensation: Competitive annual salary in the range of $90,000 to $125,000 based on 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $90k-125k yearly Auto-Apply 26d ago
  • Marketing Coordinator

    Anchin 4.3company rating

    New York, NY job

    Title: Marketing Coordinator Department: Marketing Supervises: N/A Role Type: Full-time (non-exempt) 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 Marketing Coordinator at Anchin you will have a highly visible position. In this role you will be interacting with firm management, managing multiple projects simultaneously, prioritizing tasks, and establishing/meeting timelines and deadlines. RESPONSIBILITIES: Provide broad-based marketing support to the Firm and its industry teams. Implement strategic industry group marketing plans to reach clients and prospects. Interact with firm management and assist in establishing priorities, timelines, and deadlines. Marketing communications and content development to support industry teams (presentations, thought leadership, social media, website content, surveys, webinars, media relations, brochures, etc.) Collaborate with marketing managers and partners to develop winning business development strategies, including proposal development, target marketing plans, and research. Support event strategy including event development and execution (pre-event logistics and registrations, and post-event tracking and follow-up; onsite support of in-person events (typically NYC based) is required). Work with marketing managers and teams to develop industry-driven marketing campaigns and presentations. Perform regular market, industry, competitor, and prospective client research for select groups. Work with other departments and external resources on campaigns related to firm culture. Leverage CRM system to monitor contact engagement, new business activity, and opportunity pipelines for select groups. Training and mentoring of more junior team members, including interns. QUALIFICATIONS: Education: Bachelor's degree in Marketing, Communications, Business, or a related field. Experience: 3+ years of marketing experience. Professional services marketing preferred - accounting, law, consulting, financial services or architecture and engineering. Excellent writing, communication, and research skills. Highly proficient in MS Word, Excel, PowerPoint, and internet research. Ability to develop compelling presentations using PPT, Canva and/or other presentation and creative/design resources. Able to work in a fast paced, results driven and highly visible environment. Prior experience managing multiple projects and supporting multiple groups. Social media proficiency, including staying up to date on industry trends in technology and training groups accordingly. Knowledge of CRM and proposal development software preferred. Compensation: Competitive annual salary in the range of $55,000-$65,000 based on 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. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $55k-65k yearly Auto-Apply 30d ago
  • Tax Senior Manager, Private Client Group

    Anchin 4.3company rating

    New York, NY job

    Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time 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 Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns. Build and maintain strong relationships with high-net-worth clients and their families. Understand clients' financial goals, objectives, and family dynamics. Provide expert advice on trust and estate planning strategies tailored to individual client needs. Provide guidance, training, and support to team members. Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals. Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives. Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents. Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes. Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors. Stay updated on changes in tax laws and advise clients on tax-efficient strategies. Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients. Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Work with legal counsel to resolve disputes and challenges related to trusts and estates. QUALIFICATIONS: Education: Bachelor's degree in law, accounting, finance, or related field. A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred. Experience: 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients. Strong knowledge of trust and estate laws, tax laws, and regulations. Excellent leadership and team management skills. Exceptional communication and interpersonal skills for building and maintaining client relationships. Detail-oriented with a high level of accuracy in work. Ability to analyze complex financial situations and develop customized solutions. Strong organizational skills and ability to manage multiple client relationships and projects simultaneously. Compensation: Competitive annual salary in the range of $160,000 to $220,000 based on 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. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $160k-220k yearly Auto-Apply 60d+ ago
  • Tax Senior, Technology & Professional Services

    Anchin 4.3company rating

    New York, NY job

    Job Description Title: Tax Senior, Technology & Professional Services Department: Tax, Technology & Professional Services Supervises: N/A Role Type: Full-time 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 specializing in Technology & Professional Services Group, you will play a crucial role in providing tax advisory and compliance services to clients within the technology and professional services industries. Your responsibilities will include analyzing complex tax issues, developing strategies to minimize tax liabilities, and ensuring compliance with relevant regulations. You will work closely with clients, and internal teams to deliver high-quality tax solutions and support the overall success of the firm. RESPONSIBILITIES: Proactively identify and propose solutions to problems/technical issues that arise. Prepare neat and orderly supporting workpapers that are easy to follow. Engage with clients, such as gathering client workpapers and open items, etc. Develop strong knowledge of clients and the Technology & Professional Services industries, while providing a higher quality deliverables or services. Ensure accurate and timely preparation of tax returns, including income tax, sales tax, and other relevant filings. Stay up-to-date with changes in tax laws and regulations affecting the technology and professional services industries. Conduct in-depth research on complex tax issues and provide recommendations based on findings. Analyze financial statements and other relevant documents to identify potential tax risks and opportunities. Qualifications: Education: Bachelor's degree in Accounting, Finance, or related field. Certified Public Accountant (CPA) preferred. Experience: 2+ years of experience in tax planning and compliance, preferably with a focus on the technology and professional services industries. Strong knowledge of tax laws, regulations, and compliance requirements. Excellent analytical, problem-solving, and communication skills. Proficiency in relevant tax software and Microsoft Office suite. Compensation: Competitive annual salary in the range of $90,000 to $125,000, based on 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. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $90k-125k yearly 16d ago

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