Finance/Accounting/CPA - ERP Team Lead (VP Level)
Tax Accountant Job 28 miles from Franklin Lakes
I have a full time opportunity for a very unique role that needs a candidate with CPA type skills, preferably VAT accounting experience, that can support the internal Workday ERP system. The candidate does not need to come out of investment banking although our client is one of the top 10 investment banks in Midtown Manhattan.
Another plus is that I don't necessarily need someone with Workday. Oracle, SAP, or another ERP system would be sufficient and the candidate could learn Workday as an ERP. The Accounting and Finance skills are most important!
This is a VP level role and previous investment banking experience is not necessary
*** Knowledge of Workday is preferred but not mandatory, SAP, Oracle, Dynamics, etc is acceptable ***
This is 3 days onsite, 2 days remote.
Excellent comp package and employee benefits! ($180-$200k)
The Lead will work with other IT and Finance team members, senior management within both the Information Technology and Finance departments, and end users.
Responsibilities:
Partner with our Finance and Accounting team to design and deliver technology-based solutions using Workday and potentially other independent application platforms
Learn relevant Finance and Accounting business concepts in order to better leverage Workday functionality to help the team operate more efficiently
Identify and suggest opportunities to enhance and improve current processes
Maintain user security models and perform required control procedures including our annual privileged user recertification process
Manage data level access controls for existing functionality as well as provide analysis to accurately implement access for new functionality
Provide Business Process workflow support to application users
Configure new Business Processes as our systems continue to evolve to support the needs of our growing firm
Support the reporting needs of our users by creating and deploying custom reports or working with vendors with whom we have engaged to provide deeper reporting capabilities
Analyze and manage semi-annual Workday feature releases
Aid users in the resolution of functional or technical application issues that arise in their day to day work
Qualifications
Experienc in a previous life as an accountant or finance analyst would be beneficial
Solid experience with ERP systems (e.g SAP, Oracle, Dynamics, Workday), with a strong preference given to Workday
Operational experience with Intercompany accounting concepts
Understanding of VAT accounting, reporting, and the resulting impact on Customer and Supplier invoicing
Significant experience with project billing and customer invoicing
Knowledge of Workday (or other ERP) reporting frameworks
Understanding of Workday (or other ERP) domain and business process security model
Experience in fast-paced, client service-driven environments (ideally consulting or financial services industries)
Bachelor's Degree or equivalent
Lori Sklarski
Senior Technical Recruiter,
PRI Technology
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Direct:**************
Office: ************ x27
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Senior Tax Manager
Tax Accountant Job 28 miles from Franklin Lakes
Tax Senior Manager (High Net Worth)_New York City-NY _Full-Time (FTE)_Direct Hire
Tax Senior Manager (High Net Worth)
Job Type: Full-Time (FTE)
Base Salary: $160,000 to $220,000 +Best-in-class benefits
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 required.
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.
Skills and Certifications:
*CPA or JD
Candidate Details:
*Seniority Level - Mid-Senior
*Minimum Education - Bachelor's Degree
Director of Private Fund Administration and staff accountant.
Tax Accountant Job 28 miles from Franklin Lakes
Pinnacle Associates, Ltd. is a leading independent registered investment adviser that manages approximately $10 billion dollars in client assets. Pinnacle has been providing investment advisory services to affluent individuals and institutions for over 30 years. The firm is also the investment manager to three moderate-sized private funds, and is seeking an upbeat, motivated and experienced professional to act as the firm's Director of Private Fund Administration and staff accountant.
Responsibilities
· Manage the full-life cycle of the fund administration process including fund reconciliation and valuation, prepare monthly and quarterly fund and investor statements, monitor and book fund expenses, manage capital withdrawals and contributions, calculate management fees, maintain fund journal entries and books and records, onboard new investors, prepare tax related documents and Schedule K-1s, coordinate with the funds' custodians and broker-dealers and other standard fund administration functions
· Interface with the firm's Portfolio Managers and other investment professionals regarding fund investments, as well as fund investors on ad-hoc requests and inquiries to ensure investors have an exceptional client experience
· Work with the firm's independent accountants on standard quarterly and annual fund administration and audit matters
· Support the Chief Compliance Officer to ensure all fund regulatory filing deadlines are met (i.e., Form D and blue sky filings)
· Provide accounting and finance support on non-fund matters to the firm's Finance Department including monthly and quarterly closing, UMA data compilation and reporting. Assist the Chief Financial Officer in the preparation of the annual audited financial statements and perform ad hoc analysis.
Attributes & Qualifications:
· Degree in Accounting, Finance or equivalent required
· Extensive experience with private fund accounting, preferably with fund managers who are RIAs
· Strong technical skills and working knowledge of fund administration and portfolio management software (preferably experience with Advent Partner, Advent APX, FundCount, Sage Intacct or equivalent)
· General knowledge of financial instruments.
· Ability to think outside of the box and solve unexpected problems
· Excellent communication skills and ability to converse effectively with colleagues, clients and business partners
· Ability to work effectively as a team player, demonstrate an overall positive attitude in the workplace and act as a cultural leader for the firm
Compensation and Benefits: Compensation will be competitive and commensurate with industry experience. It will include a base salary plus excellent benefits, including access to healthcare coverage and 401k and profit-sharing plans
This job is located in midtown Manhattan but you may have the opportunity to work in our Woodcliff Lake NJ office.
Tax Associate
Tax Accountant Job 28 miles from Franklin Lakes
Founded in 2005, CIFC Asset Management LLC (including its affiliates, “CIFC”) is a global credit manager focused across multiple disciplines - CLOs, structured credit, corporate credit, opportunistic credit and direct lending. Serving institutional investors globally, CIFC is a SEC-registered investment manager with approximately $43 billion in assets under management as of January 31, 2025. For more information, please visit CIFC's website at *************
POSITION OVERVIEW
Tax associate will join the NYC office of CIFC Asset Management, a global alternative group with offices in NYC, Philadelphia, Miami, and London. The tax associate will report directly to senior tax associate and tax vice president and work closely with tax director within the Tax team and liaise with fund and management accounting teams.
KEY RESPONSIBILITIES
Reviewing Federal and state tax returns of partnerships and corporations.
Serving as liaison with the external preparers and administrators for management company and fund tax returns.
Assistance with the Tax Information Reporting Process (e.g., CRS self-certificates, Tax Forms) and preparation of non-income tax filings (e.g., withholding tax returns, sales& use tax returns, commercial rent, etc.).
Responding to various IRS and state audit inquiries and tax notices.
Assistance with research and analysis of a wide range of tax issues related to business and financing transactions
Preparation of U.S. GAAP tax provision for the quarterly and year end closing and reporting processes including the effective tax rate analysis, preparing accounting tax entries, preparing and maintaining deferred tax inventory.
Diligent documentation upkeep and tracking of ongoing projects
Ad-hoc projects
SKILLS, EXPERIENCE & ATTRIBUTES REQUIRED
Solid knowledge of principals of corporate and partnership taxation
Experience with corporate and/or partnership tax compliance
Effective interpersonal and communication skills both oral and written
Desire to expand technical skills in both tax and fund accounting
Technologically proficient in Excel, Word and Tax Software
Solid knowledge and understanding of Tax Accounting, including ASC 740 (FAS 109 and FIN 48) as well as the tax provision preparation process
Experienced sole preparer/reviewer
2 years of experience required
Senior Tax Insurance Analyst
Tax Accountant Job 28 miles from Franklin Lakes
Our client is a is a market leading provider of specialist insurance solutions for complex transactional risks. Their dedicated team have a wide variety of backgrounds, including corporate law, tax law and tax accounting, investment banking and general industry. Their expertise covers the design of a range of bespoke policies and their successful placement to support M&A and other complex transactions.
As part of their continued growth plans they are now looking to recruit a Senior Tax Analyst to join the tax insurance team.
Responsibilities include:
Learn about the tax insurance market and the risks assumed by the insurance market;
Understand and learn their unique approach to broking which has underpinned their growth across North America;
Execute on various parts of the broking process to help convert client risk opportunities into bound insurance policies, and in the process learn the business by doing;
Join business development meetings and pitches with potential clients and legal advisors, and in time have an increased role in client management throughout the process;
Given the bespoke nature of the policies they place and the complex risks covered, this role requires intellectual rigour and technical expertise. Each deal is unique and an ability to think ‘outside of the box' is key.
Required skills:
A determination and willingness to learn about the Tax insurance market;
Written and oral business fluency in English. Additional business-fluency language skills are helpful but not a pre-requisite;
A strong background in tax with 2-5 years of experience;
Articulate, personable and able to explain tax concepts clearly; and the ability to understand and analyse tax due diligence reports, including matters that the candidate may not have come across on previous transactions.
Previous insurance experience is not required.
Tax Manager
Tax Accountant Job 16 miles from Franklin Lakes
Business/Financial Manager(Sales Tax Manager)
Hybrid Role in Basking Ridge, NJ
Hourly Pay:- $55/hr on W2 to $59.99/hr on W2.
Key Words: Sales Tax, Indirect Tax, ITR, Income Tax Returns, SQL; sales tax compliance
Not Open for Subcontracting.
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We are looking for a Business / Financial Analyst - III in our Indirect Tax (Sales and Use) Team.In this position the ideal candidate will be responsible working with outside outsource vendor, to assure all transaction taxes, e.g. sales & use taxes, are filed timely and accurately.
Position Responsibilities:
• Responsible for the accurate and timely filing of transaction tax returns.
• Required to implementing process improvements through the use of innovative & creative thinking.
• Work with automation tools (e.g. Alteryx) to reduce redundant tasks by using innovative techniques such as Robotics & designing process flows.
• Analyze financial data from Accounts Receivable, Accounts Payable, Revenue Accounting and Corporate Accounting.
• Reconcile large data sets with the use of Excel, Excel Power Query and Microsoft Access.
• Review transaction tax data to ensure it is accurate and analyze variances prior to sending data to 3rd party outsourcer for filing.
• Responsible for reconciling all tax liability accounts.
• Responsible for the review; analysis and streamline tax processes.
• Perform special projects, as required, assigned by Manager.
• Assist the exemption group with research, information needed and issuance of Resale and/or Exemption Certificates, as required.
You'll need to have:
• Thorough knowledge of State taxes, such as Sales and Use and other pass-through type taxes.
• Knowledge of the compliance process and how tax returns are filed.
• The ability to develop methods to streamline processes and develop tax planning strategies to minimize company's cash flow and overall tax burden.
• The candidate has to possess the ability to work independently and in a team environment.
• Bachelor's Degree in Accounting, Finance, or equivalent work experience in a related Field Required
• Three or more years of relevant work experience.
Even better if you have:
• CPA or Master's degree in taxation is a plus.
• Experience with large automated systems (e.g. billing, general ledger, and a/p).
• Knowledge with automated tax systems. (e.g. Vertex)
• Experienced with SAP, PeopleSoft or other major accounting systems.
Private Equity | Hedge Fund Accountant | Fund Services
Tax Accountant Job 28 miles from Franklin Lakes
Top Tier Financial Services firm looking for a Fund Accountant to join their growing team. This is an excellent opportunity to manage approximately 1-5 client relationships. Cooperate with the Firm's offshore operations and clients to resolve daily trade and accounting breaks. Prepare | review monthly account closing procedures and ensuring compliance with established accounting procedures and controls. Ensure all fund expenses are accrued timely and in accordance with GAAP. Perform monthly master-feeder accounting allocations.
QUALIFICATIONS
Bachelor's degree
Minimum 5 years prior experience in a client-facing and/or accounting related role
Extensive knowledge of hedge fund investor, accounting concepts including:
- Offshore class | series accounting
- Partnership accounting
- Allocation of new issues
- Accounting for complex management and incentive fee terms (hurdle rates)
- Offshore fee deferrals
- Side-pocket accounting
Strong knowledge of US generally accepted accounting principles (GAAP)
Experience in GAAP financial statement preparation, including strong understanding of hedge fund structures (master-feeder, mini-master, fund-of-funds)
Strong team and interpersonal skills
Strong communication, accounting, industry and relationship management skills
CPA a plus but not required
Prior experience with a Hedge Fund preferred
Sarbanes-Oxley 404 related experience or experience in SSAE 16 preparation a plus
Tax knowledge and experience in tax return preparation a plus
Knowledge of IFRS a plus
This role will sit HYBRID out of the New York, NY Metro Area office. Compensation will include base salary up to $170,000 + Bonus.
Tax Compliance Officer - VP
Tax Accountant Job 28 miles from Franklin Lakes
In this role the VP should enjoy and thrive working in a collaborative environment. This key role is responsible for a broad range of tax disciplines focused on the US branch operations of a Netherlands bank including tax provision, international tax, state and local tax, indirect tax and transfer pricing.
Our Shared Future:
“The VP of Tax enjoys the team spirit and the learning opportunities available when working as part of a smaller team.”
You and Your Job
As the VP of Tax you will be successful in applying the ever changing tax law to your roles and responsibilities.
The Vice President will report directly to the Executive Director who reports directly to the Managing Director, Head of NA Tax. As Vice President of Tax, the incumbent is the primary point of contact for tax related matters. The VP of Tax will liaise with other members of the organization including Head Office Tax personnel to enhance the tax function.
Job Responsibilities
Tax planning and compliance for international bank.
Understanding of income tax accounting standards for US and IFRS GAAP.
Experience with automation of tax provisions and tax returns with particular focus on state apportionment and unitary state filings.
Extensive knowledge of FATCA and information reporting for preparation of annual tax information reporting and withholding payments.
Assist on US and global tax projects, Research & Development tax credit, transfer pricing, Pillar II, tax planning, etc.
Your Promise to Us:
To be considered for the VP - Tax Compliance Officer role, you must have experience in banking or finance industry with working knowledge of the tax aspects related to US branch of foreign corporation including but not limited to:
Interest expense under Treas. Reg 1.882-5
Interbranch interest income and expense
Base erosion and anti-abuse tax (BEAT)
NECI and ECI concepts
Home office expense
Information reporting
State sourcing rules for US entity and Foreign Branch
Unitary state filing experience
Automation experience to enhance efficiency
Perform Tax technical research
Tax Controversy
Adhoc requests such as the enactment of Pillar II
Senior Accountant
Tax Accountant Job 28 miles from Franklin Lakes
Coda Search is partnering with a leading $80BN global investment management firm specializing in high-growth emerging equities. This dynamic firm, with a significant global footprint, is searching for a Senior Accountant to join their thriving New York team. This role presents an exciting opportunity to contribute to a top-performing organization known for its forward-thinking approach and exponential growth in the investment sector.
As a Senior Accountant, you'll play a key role in the firm's accounting and finance functions, working closely with the Assistant Controller on crucial financial processes, including consolidated monthly reporting, in-depth variance analysis, and investment performance insights.
Key Responsibilities:
Manage the month-end close processes, including comprehensive balance sheet and P&L reconciliations.
Manage the general ledger with precision, posting journal entries, and ensuring account accuracy.
Execute intercompany transactions across multiple entities, maintaining effective oversight of international finance operations.
Support budgeting and forecasting initiatives across various business divisions, contributing insights to strategic decision-making.
Prepare journal entries, conduct monthly account analyses, and identify trends that drive continuous improvement.
Facilitate the annual audit, collaborating with external auditors and preparing supporting documentation to ensure compliance
Qualifications:
Bachelor's degree in Accounting or Finance.
4+ years of experience in the financial services sector
Exceptional communication and collaboration skills
CPA certification is highly preferred,
Advanced Excel skills (VLOOKUPs, pivot tables) and familiarity with accounting software tools.
Senior Accountant (Media & Sports Agency)
Tax Accountant Job 28 miles from Franklin Lakes
To apply to this hybrid opportunity in sports, please submit your application here & send your updated resume to alex.muzaurieta@roberthalf.com.
🌟 Join the Finance team at a Sports Marketing Company in NYC as a Senior Accountant! 🌟
About Us:
My client is not just a creative communications agency - we're a full-service powerhouse operating across lifestyle, sport, entertainment, fashion, technology, culinary, and beverage realms. Our expertise lies in campaigns that ride the waves of earned media channels, infusing creativity, strategy, and cultural relevance to captivate audiences organically.
No paid spends that disrupt lives - just innovative campaigns from ideation to execution. Our creative studio brings ideas to life in still, video, print, experiential, and beyond.
Position: Senior Accountant
You will play a pivotal role in maintaining the rhythm of our financial records, orchestrating month-end close processes, reconciling accounts, and supporting various financial initiatives.
Your proactive attitude and meticulous attention to detail will be the key to ensuring the accuracy and integrity of our financial data. This role is your ticket to collaborating with cross-functional teams, enhancing communication skills, and building valuable professional relationships.
Responsibilities:
Reporting directly to our CFO in a flat organization, your day-to-day accounting tasks will include:
- 📘 Manage general ledger, including bank, accounts receivable, accounts payable, prepayments, and accruals.
- 📊 Prepare monthly balance sheet reconciliations.
- 🧾 Create estimates and invoices for clients.
- 💼 Collaborate with account leads to manage client budgets, WIPs, and bill accordingly.
- 📋 Create Purchase Orders and manage supplier invoices and payments.
- ✈️ Travel and Expense management and approval.
- 💳 Corporate Card Reconciliations.
- 🕵️ Support year-end financial audit.
- 🚀 Ad hoc requests.
Experience Required:
- 🚀 2-5+ years of experience in corporate accounting or a related role. Public/private accounting.
CPA preferred
Need to be ok being very hands on in addition to more senior work
Need to want to work in sports
- 🎓 Bachelor's Degree in accounting or finance, or equivalent work experience.
Qualifications:
Technical:
- 🌐 Netsuite Experience is a plus
- 📊 Intermediate knowledge of Excel (filtering, Vlookups, pivot tables, etc).
Personality:
- ⏰ Strong time management skills.
- 🎯 Detail-oriented and organized, handling several projects at once.
- 📢 Excellent communication skills, both verbal and written.
- 🚀Above all, a good human.
Benefits:
🏥 Health Insurance: Up to 100% coverage for your well-being.
🦷 Dental Coverage: 50% coverage for that winning smile.
⏰ Flexible Work Hours & Summer Fridays.
💰 401K Match: Up to 4% to secure your financial future.
🎄 Time Off: Enjoy holidays and a Christmas break for a well-deserved recharge.
To apply to this hybrid opportunity in sports, please submit your application here & send your updated resume to alex.muzaurieta@roberthalf.com.
Senior Accountant, Technical Accounting & SEC Reporting
Tax Accountant Job 15 miles from Franklin Lakes
Who You Are:
You are hands-on, detailed-oriented, collaborative, and passionate about accounting. You understand that when it comes to financial reporting, the details matter. You love opportunities to research complex accounting topics and make incisive recommendations.
What You'll Do:
Prepare financial statements and footnotes, as well as related supporting documentation for quarterly and annual SEC filings on Forms 10-K and 10-Q.
Assist with the preparation of the Company's earnings releases and related supporting documentation.
Compile support and documentation of the Company's share-based compensation, basic and diluted shares, and other equity related activities.
Compile support and documentation of equity statement, cash flow statement, AOCI, goodwill and intangibles, and other footnotes.
Compile support and documentation of the Company's hedge activities.
Review XBRL and support 10-K, 10-Q and 8-K filings.
Perform ad-hoc accounting research and document conclusions.
Assist in preparing materials for and providing trainings on the impact of new accounting pronouncements and the Company's policies and procedures across regions and brands.
Participate in special projects, improve processes and assist with documentation in compliance with Sarbanes-Oxley.
Other ad-hoc projects as required.
You'll Need to Have:
B.S. or above degree in Accounting
2-3 years of public accounting experience with Big 4 experience preferred
Advanced Microsoft Excel skills
We'd Love to See:
CPA Preferred
Detail-oriented with ability to multitask without sacrificing accuracy
Strong communication skills including the ability to communicate efficiently across various departments, brands and regions
Ability to learn new processes quickly
Excellent time management, analytical and organizational skills
W-desk experience preferred
HFM experience preferred
Experience with accounting research tools
Capri Perks:
Generous Holiday Schedule
Internal mobility across Capri Brands (Michael Kors, Jimmy Choo, Versace)
Cross-Brand Discount
Exclusive Employee Sales
Fav 5 Cards (MK Discount for friends and family)
401k Match
Paid Parental Leave
Thrive Wellness Program
Commuter Benefits
Gym Discounts
At Capri, we are all responsible for creating a diverse and inclusive workplace. We try to inspire change and growth within each other and believe success is a result that comes from our differences. Capri is proud to be an equal opportunity employer committed to inclusivity regardless of age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law. M/D/F/V
In compliance with certain Pay Transparency laws, employers are required to disclose a salary range. The salary for this position will vary based on role requirements, skill set and years of experience.
US-Senior Corporate Accountant
Tax Accountant Job 22 miles from Franklin Lakes
Leon Cycle is seeking a Senior Corporate Accountant to our team! The Senior Corporate Accountant works closely with MD and the department to ensure all the Accounting initiatives and programs are delivered properly to our team. They will be the first point of contact for various Accounting matters throughout our various locations in the US. This role is highly detailed, organized, and able to juggle multiple tasks at once while providing genuine and prompt support to the entire team.
Requirements
• Bachlor's degree in accounting or related field
• CPA or pursuing CPA near completion is an asset
• 3+ years' experience with QuickBook Online along with Shopify interface
• Understanding of third-party payments platforms and interface with QuickBooks
Online and bank accounts
• 3 - 5 years of relevant work experience
• Robust system skills in MS Office 365 required
• Strong organizational and analytical skills
The general accountant is responsible for:
Accounting & Taxes
• Review and approve daily bank account reconciliations in QuickBooks Online
• Obtain payroll information at the GL level only and enter bi-weekly payroll entries in
QuicBooks Online
• General bookkeeping for cash receipts, AP invoices and manual invoices when
necessary
• Track Prepaids and Leasehold Improvements and book depreciation and
amortization journal entries, monthly or annually
• Ensure Revenue, AR, AP, Prepaids and Payroll GL-subledger balancing are
completed for month-ends and year-end
• Prepare AR Aging, AP Aging and Inventory Aging reports for the management team
• Prepare Balance Sheet and Profit & Loss Statement to the Head of Finance for
review
• Perform month-end and year-end procedures
• Assist Head of Finance prepare cash flow forecast, revenue forecast and inventory
forecast
• Review, verify and update geographical areas, respective VAT codes and
percentages in QuickBooks
• Analyze VATs to ensure the remittance amount aligns with VAT codes, geographical
areas and respective percentages
• Reconcile and complete sales tax returns in the USA
Inventory Management & Accounts Payable
• Provide daily list of inventory update to the leadership team
• Collect, review and enter monthly vendor invoices in QuickBooks and issue
payment requisitions to the Head of Finance for approval
• Answer vendor queries and follow up with the banks on any issues with outgoing
payments
General Responsibilities
• Update and maintain documents in SharePoints
Sr Fund Accounting Analyst, Jersey City NJ (Hybrid)
Tax Accountant Job 22 miles from Franklin Lakes
Contract Duration: 05+ Months
Required Skills & Experience
Bachelor's/University degree preferably in accounting or equivalent field.
4+ years of fund accounting or public accounting with a focus on Alternative investments (Private Equity or Hedge Funds).
Strong quantitative and analytical skills.
Strong knowledge of Excel.
Confident with strong leadership skills.
Ability to handle multiple tasks effectively and work within tight deadlines.
Strong team player and detail oriented.
Strong interpersonal, communication (written and spoken) and organizational skills.
Creative thinker. self-starter, possessing willingness to learn.
Desired Skills & Experience
Experience with a Big 4 audit firm, auditing Private Equity and Hedge Fund vehicles is a plus.
CPA or Chartered Accountant certification a plus
Experience with Investran is a plus.
What You Will Be Doing
Work with third party fund administrators, auditors.
Review and sign off on capital calls/distributions, monthly/quarterly NAV packages, accrual/fee calculations, and annual financial statements, which are prepared by the fund administrators and audited by Big 4 audit firms.
Research and resolve fund accounting, financial, and other issues that may arise.
Liaise with business partners including product management and client service groups and provide performance reports and answer questions as they arise.
Analyze fund organization documents; understand revenue implications for Investment
Manage cash across portfolios; prepare cash forecasting and budgeting reports.
Will help to ensure financial reporting and Year End 2024 audits for all Feeder Funds on the platform are done in a timely, accurate and efficient manner.
Tax Accountant
Tax Accountant Job 15 miles from Franklin Lakes
The Tax Accountant is responsible for preparation of federal and state income tax returns, estimates and extensions. She/he will also be responsible for preparation of account analyses, including support of deferred tax balances and cash flow, preparation of the annual Intra-Group Service fee allocations and supporting federal, state and foreign income tax audits.
Responsibilities
Preparation of federal and state tax compliance, including quarterly estimates, extensions and returns. Compile and maintain all necessary supporting documentation.
Assist and support income tax accounting under FAS 109. Including preparation of account analysis and support of deferred tax balances.
Income tax audit support. This includes analysis of inquiries and compilation/ preparation of documentation to be provided to tax authorities.
Preparation of annual Intra-Group Service Fee allocations for Tiffany and Company.
Assist in performing research of income related tax issues with respect to their impact on Company operations
Qualifications
B/S in Accounting
1+ years experience in income tax OR 2+ years experience in accounting
Self -Starter
Excellent verbal and written communication skills coupled with strong analytical and problem solving skills are required.
Must be proficient in Microsoft Office; knowledge of OneSource Income Tax, OneSource Tax Provision, JDE and HFM preferred.
Additional Information
$60K to $70K plus Bonus
Please email [email protected]
Sales and Use Tax Accountant
Tax Accountant Job 24 miles from Franklin Lakes
About Us:
How many companies can say they've been in business for over 177 years?!
Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast-paced world, meeting it with cutting edge of technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like, Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology. We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team!
What's the role?
The Sales & Use Tax Accountant prepares and files sales and use tax returns for assigned legal entities. They ensure timely, accurate information is provided for tax filings and that tax permits and business licenses are up to date.
Sound Interesting?
Here's what you'll do:
Prepare and File Returns: Prepare and file monthly, quarterly, and annual sales and use tax returns for various legal entities.
Review and Approve Certificates: Research, review, and approve sales tax exemption certificates submitted by the operations team and prepare all required resale certificates for suppliers.
Monthly Reconciliation: Perform monthly reconciliation to ensure entries for accruals are accurate.
Monitor Sales Thresholds: Monitor activity and sales thresholds at a state level for potential sales tax exposure due to economic nexus standards.
Stay Informed: Stay informed of current sales tax issues as they relate to the organization and analyze and present relevant impacts to management.
Maintain Compliance Calendar: Maintain compliance/tax calendar for preparation, processing, and filing of sales and use tax permits, required filings, and business licenses to ensure registration and reporting obligations are met on time.
Property Tax Valuations: Prepare property tax valuations, filings, and reconcile data to accruals.
Research and Respond to Notices: Perform research with respect to sales and use tax notices and respond as needed.
Assist with Audits: Assist with sales, use tax, and property tax audits. Analyze and prepare responses to tax authorities as required.
Special Projects: Perform other indirect tax duties and special projects as assigned by management.
Update Vertex Monthly: Update Vertex monthly.
Import Data into Vertex: Import sales tax register and use tax reports into Vertex monthly.
Run Reports: Run monthly sales tax registers.
Manage Vertex Taxability Settings: Manage Vertex taxability settings.
GST/HST Filings: Handle GST/HST filings.
Do you qualify?
BA/BS degree in Accounting, Finance, or a related field.
1-3 years of sales and use tax experience in a multi-state operations environment.
Experience in a high-volume, multi-seasonal environment.
Ability to understand and analyze financial data and prepare various tax filings accordingly.
Excellent written and oral communication skills.
Strong organizational skills with an emphasis on customer service.
Self-motivated with the ability to prioritize and meet deadlines.
Strong problem-solving skills and the ability to react quickly to resolve issues.
A continuous improvement mindset.
The ability and desire to develop creative solutions to problems and continuously improve systems and processes.
Proficient in MS Office.
Prior experience working with SAP.
Experience with Vertex Q Series and Vertex Indirect Tax preferred.
The annual pay range for this position is $76,000 - $95,000
The pay offered for this role may be influenced by factors such as job location, scope of role, qualifications, education, experience, & complexity/specialization/scarcity of talent.
This position is also eligible for a performance bonus or sales commissions. ZEISS also offers robust benefits, including medical plans, retirement savings plan and paid time off.
We have amazing benefits to support you as an employee at ZEISS!
Medical
Vision
Dental
401k Matching
Employee Assistance Programs
Vacation and sick pay
The list goes on!
ZEISS is an EEO/AA/M/F/Disabled Veteran Employer
Your ZEISS Recruiting Team:
Clara Cresswell
Zeiss provides Equal Employment Opportunity without unlawful regard to an Applicants race, color, religion, creed, sex, gender, marital status, age, national origin or ancestry, physical or mental disability, medical condition, military or veteran status, citizen status, sexual orientation, pregnancy (includes childbirth, breastfeeding or related medical condition), genetic predisposition, carrier status, gender expression or identity, including transgender identity, or any other class or characteristic protected by federal, state, or local law of the employee (or the people with whom the employee associates, including relatives and friends).
Sales and Use Tax Accountant
Tax Accountant Job 24 miles from Franklin Lakes
About Us: How many companies can say they've been in business for over 177 years?! Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast-paced world, meeting it with cutting edge of technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like, Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology. We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team!
What's the role?
The Sales & Use Tax Accountant prepares and files sales and use tax returns for assigned legal entities. They ensure timely, accurate information is provided for tax filings and that tax permits and business licenses are up to date.
Sound Interesting?
Here's what you'll do:
* Prepare and File Returns: Prepare and file monthly, quarterly, and annual sales and use tax returns for various legal entities.
* Review and Approve Certificates: Research, review, and approve sales tax exemption certificates submitted by the operations team and prepare all required resale certificates for suppliers.
* Monthly Reconciliation: Perform monthly reconciliation to ensure entries for accruals are accurate.
* Monitor Sales Thresholds: Monitor activity and sales thresholds at a state level for potential sales tax exposure due to economic nexus standards.
* Stay Informed: Stay informed of current sales tax issues as they relate to the organization and analyze and present relevant impacts to management.
* Maintain Compliance Calendar: Maintain compliance/tax calendar for preparation, processing, and filing of sales and use tax permits, required filings, and business licenses to ensure registration and reporting obligations are met on time.
* Property Tax Valuations: Prepare property tax valuations, filings, and reconcile data to accruals.
* Research and Respond to Notices: Perform research with respect to sales and use tax notices and respond as needed.
* Assist with Audits: Assist with sales, use tax, and property tax audits. Analyze and prepare responses to tax authorities as required.
* Special Projects: Perform other indirect tax duties and special projects as assigned by management.
* Update Vertex Monthly: Update Vertex monthly.
* Import Data into Vertex: Import sales tax register and use tax reports into Vertex monthly.
* Run Reports: Run monthly sales tax registers.
* Manage Vertex Taxability Settings: Manage Vertex taxability settings.
* GST/HST Filings: Handle GST/HST filings.
Do you qualify?
* BA/BS degree in Accounting, Finance, or a related field.
* 1-3 years of sales and use tax experience in a multi-state operations environment.
* Experience in a high-volume, multi-seasonal environment.
* Ability to understand and analyze financial data and prepare various tax filings accordingly.
* Excellent written and oral communication skills.
* Strong organizational skills with an emphasis on customer service.
* Self-motivated with the ability to prioritize and meet deadlines.
* Strong problem-solving skills and the ability to react quickly to resolve issues.
* A continuous improvement mindset.
* The ability and desire to develop creative solutions to problems and continuously improve systems and processes.
* Proficient in MS Office.
* Prior experience working with SAP.
* Experience with Vertex Q Series and Vertex Indirect Tax preferred.
The annual pay range for this position is $76,000 - $95,000
The pay offered for this role may be influenced by factors such as job location, scope of role, qualifications, education, experience, & complexity/specialization/scarcity of talent.
This position is also eligible for a performance bonus or sales commissions. ZEISS also offers robust benefits, including medical plans, retirement savings plan and paid time off.
We have amazing benefits to support you as an employee at ZEISS!
* Medical
* Vision
* Dental
* 401k Matching
* Employee Assistance Programs
* Vacation and sick pay
* The list goes on!
ZEISS is an EEO/AA/M/F/Disabled Veteran Employer
Your ZEISS Recruiting Team:
Clara Cresswell
Zeiss provides Equal Employment Opportunity without unlawful regard to an Applicants race, color, religion, creed, sex, gender, marital status, age, national origin or ancestry, physical or mental disability, medical condition, military or veteran status, citizen status, sexual orientation, pregnancy (includes childbirth, breastfeeding or related medical condition), genetic predisposition, carrier status, gender expression or identity, including transgender identity, or any other class or characteristic protected by federal, state, or local law of the employee (or the people with whom the employee associates, including relatives and friends).
Tax Accountant with Bookkeeping
Tax Accountant Job 6 miles from Franklin Lakes
Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.
Our partner firm, Savastano Kaufman & Co based in Fair Lawn, NJ is hiring!
Job Requirements:
5-6 years of experience in tax preparation and bookkeeping, ideally in a small company or public accounting environment.
Proficiency in tax preparation for both individual and business (entity) returns.
Extensive experience using QuickBooks (Online & Desktop) for bookkeeping and financial management.
Ability to help clients with tax returns and ensure compliance with tax laws.
Ability to integrate financial data and tax information across different software systems.
Experience working with a variety of clients across different industries and business structures.
Solid understanding of entity tax (corporations, partnerships, etc.) and personal tax.
Strong communication skills, with the ability to explain complex tax issues to clients.
Availability for extended tax season hours, including Saturdays and 2-3 longer days per week, from January 15 to April 15. Must be prepared for the increased workload during this period.
Requirements:
B.A. in Accounting (3.0 GPA)
Certified Public Account (CPA) License a plus
Proficiency in Microsoft Office Suite, CCH ProSystems FX and QuickBooks
Excellent verbal & writing skill
Ability to meet strict deadlines, be reliable, organized, dedicated and effective as a team member
This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $75,000-$100,000 annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-SB1
Junior Public Accountant
Tax Accountant Job 28 miles from Franklin Lakes
Our client, an accounting firm, is seeking a Junior Public Accountant / Staff Accountant to manage and assist a group of clients' financial records, as well as to determine and provide advice on filing tax returns and other federal payments in order to help maintain financial health and tax obligations.
The ideal candidate will perform accounting, customer service, and organizational duties such as preparing federal, state, and local tax returns, tax planning, and filing and reviewing the financial books of different individuals.
Responsibilities:
Work directly with groups of clients throughout the year with managing their books, preparation of personal or property tax filing and appeals, etc.
Consulting and communicating with clients about their income and expenses, personal and corporate accounting documents, and determining processes and requirements for filing their income tax returns
Act as a liaison between a group of clients and the appropriate agencies, like the IRS, state, and local government entities
Providing superior service and meaningful contact with clients and gaining their confidence to enhance customer satisfaction
Provide response to client's information requests, assessment of financial statements, accounting records and files, and request for audit assistance
Manage and oversee the month-end and year-end close process by processing balance sheet reconciliations, analysis, and preparing journal entries, etc.
Contributing to the development and review of annual operating budgets and performance projections by preparing and reviewing financial documents, reports, and statements
Qualifications:
3+ years of working experience as a Junior Public Accountant, Staff Accountant, or relevant role in accounting in a similar role (CPA is a plus)
Expertise in a broad range of accounting, tax filing, and legal issues is required
Excellent analytical and numerical skills are required to process financial reports proficiently, including budgeting, forecasting, reporting, and financial analysis
Superior knowledge of multiple accounting functions and principles, including finance, customer service, accounting and tax preparation and reconciliation, and staff management
Proficiency with operating spreadsheets and accounting software for AR/PR processing, Bookkeeping software and other AP/AR applications
Excellent command of English for both verbal and written communication in order to interact and communicate effectively with all levels of external and/or internal clients
Strong capability to supervise one or more staff assistants as necessary and demonstrate excellent interpersonal skills and a great teamwork attitude
Location: Brooklyn, NY
Salary: $90K
Accountant (Must Have SAP and General Ledger)
Tax Accountant Job In Franklin Lakes, NJ
Accountant (Must have SAP and General Ledger)
Duration : 12 Months
Total Hours/week : 40.00
1
ST
Shift
Client: Medical Device Company
Job Category: Accounting/Finance
Level Of Experience: Mid-Level
Employment Type: Contract on W2 (Need US Citizens Or GC Holders Only)
Job Description:
Responsible for accurate and timely completion of balance sheet reconciliations, analysis of financial data to include revenue recognition according to GAAP, be able to work with capital schedules and have an understanding of proper depreciation useful life.
Work with research and development team to track project expenses and development fees collected.
This person must possess great attention to detail, meticulous organization skills, strong financial acumen, high aptitude for technology and financial systems and a strong desire and ability to work within a dynamic, fast-paced environment with the expectations of the role consistently growing and expanding.
Qualifications:
Bachelor's degree in Accounting/ finance.
A minimum of 3 years' experience in general ledger accounting (preferably, consumer products manufacturing or similar environment).
3-5 years knowledge of Generally Accepted Accounting Principles (GAAP).
Must have strong MS Excel skills, and be able to work with SAP, other financial reporting systems like BPC, Power BI and FSM are a plus.
Excellent English communication skills, (both oral and written).
Willingness and the flexibility to work various hours needed according to deadlines (ex. Month end) Able to travel once a week or every other week to central NJ to a new acquired business.
Expected to be on site in FLKS the majority of the week.
Chief Accountant of GC Company - Multi-State Operations
Tax Accountant Job 28 miles from Franklin Lakes
Key Responsibilities: 1. Ensuring compliance with tax legislation taking into account the peculiarities of different states, including control over the accrual and timely payment of all taxes. Preparation and submission of tax reports within the established deadlines.
2. Development and implementation of measures to optimize taxation, reduce costs, improve efficiency and quality of accounting.
3. Consolidate accurate financial data from multiple locations and entities to prepare consolidated financial statements that comply with GAAP or IFRS.
4. Ensure that the company maintains necessary licenses and permits in each state and complies with bonding and insurance requirements for construction projects.
5. Control over cash flow and spending
6. Ensuring the procedure of inventory and assessment of property and liabilities, control over the organization and correctness of settlements on remuneration of employees, control over compliance with the procedure of registration of primary accounting documents. Informing the management about problems in timely collection of primary documents, indicating the officials violating the Company's discipline on document collection.
(ATTENTION! There should be discipline on collection and deadlines for submission of primary documents to the accounting department! Employees working with the budget, subcontractors should be responsible for the gathering of primary documents within their area of responsibility. No accounting department can collect all documents alone and should not do so. It is impossible to provide reliable accounting without documents).
7. Organization of work on keeping accounting registers to record all business operations, financial results of the organization's activity.
8. Oversee project accounting activities, including job costing in various states.
9. Supervise the accounting department employees, ensuring their training, professional development and motivation.
Qualifications:
Bachelor's degree in accounting, Finance, or related field. CPA (Certified Public Accountant) or equivalent certification preferred.
Minimum of 7 years of progressive experience in accounting and finance, with at least 3 years in a supervisory or managerial role.
Strong knowledge of multi-state tax laws, regulatory requirements, and reporting standards.
Experience with multi-entity and multi-currency financial consolidation processes.
Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and advanced Excel skills.
Excellent communication and interpersonal skills, with the ability to work effectively across multiple locations and with diverse teams.
Experience in the construction industry or related field, with knowledge of construction accounting principles and practices.
Bilingual Russian and English