<p>The salary for this position is 100,000 - 110,000. The benefits include paid time off, health insurance and holidays.</p><p><br></p><p>A growing CPA firm in the Edison area is seeking a Senior Tax Accountant with experience in high net worth and partnership tax in a quality CPA firm. This position offers an opportunity to work at home or several days a week in the office. The successful candidate should be able to commute to Edison several times a month. Responsibilities include extensive high net worth, corporate, and partnership tax preparation and planning on a national level. The ability to prepare financial statements is also required. Experience in a local to midsize CPA firm is also preferred. The firm also offers an excellent compensation and benefits package. To be considered please send your resume as a Word attachment. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Stamford, Connecticut. This is a contract position within the financial services industry, offering an exciting opportunity to contribute to key financial projects and analysis. The ideal candidate will have strong analytical skills and a proven track record in financial modeling, variance analysis, and ad hoc financial reporting.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to support decision-making and strategic planning.<br>• Build and maintain complex financial models to forecast performance and evaluate business scenarios.<br>• Perform variance analyses to identify trends, discrepancies, and areas for improvement.<br>• Develop and deliver ad hoc financial reports tailored to management needs.<br>• Utilize data mining techniques to extract and interpret financial data for actionable insights.<br>• Collaborate with cross-functional teams to provide financial expertise and recommendations.<br>• Support budgeting and forecasting processes to ensure accurate and timely projections.<br>• Present findings and reports to senior management, offering clear and concise insights.<br>• Ensure compliance with financial policies and standards in all analyses and reporting.<br>• Identify opportunities for process improvement within financial operations.
We are looking for a detail-oriented Bookkeeper to join our team in Stamford, Connecticut. In this role, you will manage essential financial processes including accounts payable, accounts receivable, and collections. The ideal candidate will ensure the accuracy of financial records, interact with vendors and customers, and contribute to maintaining a balanced general ledger.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable processes, including verifying and posting transactions.<br>• Reconcile sub-ledgers to the general ledger and process checks in a timely manner.<br>• Prepare financial reports by collecting, analyzing, and summarizing account data.<br>• Collaborate with vendors and customers through regular communication to address issues and maintain relationships.<br>• Oversee financial transactions by establishing and maintaining a chart of accounts and ensuring adherence to set policies.<br>• Generate invoices for accounts receivable, review incoming payments, and record deposits accurately.<br>• Monitor account balances and ensure proper entries are made to maintain accurate records.<br>• Resolve accounts payable issues and process employee expense reports efficiently.<br>• Assist with month-end closing activities and ensure all reconciliations are completed.<br>• Utilize accounting software, such as QuickBooks, for tracking and reporting financial data.
<p><strong>Robert Half is partnering with a leading organization to find an experienced Banking & Finance Attorney for a remote project engagement. If you have 3–5 years of specialized experience in banking and finance law and are looking for a flexible schedule, this could be an excellent fit.</strong></p><p><strong> </strong></p><p><strong>Project Details:</strong></p><ul><li>Start Date: November 2025</li><li>Duration: 6 months (with potential extension)</li><li>Pay Rate: $40/hour</li><li>Location: Remote</li><li>Hours: 15–20 hours per week (flexible; evenings and weekends approved)</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Draft and review practical guidance materials, legal and market trend analyses, and conduct research across case law, treatises, and other resources on banking and finance topics.</li><li>Provide substantive expertise in representing agent banks, arrangers, non-bank lenders, financial institutions, sponsors, and corporate borrowers in a variety of financing transactions.</li><li>Draft and negotiate credit agreements, security documents, guarantees, intercreditor agreements, and related documentation.</li><li>Work on agreements related to structured finance, securitizations, and financial derivatives.</li><li>Handle transactions involving acquisition and leveraged finance, syndicated lending, private credit lending, asset finance, project finance, restructurings, securitizations, swaps, and other derivatives.</li></ul><p><br></p>
<p><strong>Tax Senior or Tax Supervisor - Client-Focused Role with an Established CPA Firm</strong></p><p><strong>Location: Mount Sinai, Long Island, NY </strong></p><p>Are you a motivated and detail-oriented tax professional seeking a new opportunity with a manageable work-life balance during tax season? Look no further! </p><p><strong>Anna Parson at Robert Half</strong> is partnering with a well-established CPA firm to find a <strong>Tax Senior</strong> or <strong>Tax Supervisor</strong> who excels in client-facing roles.</p><p><strong>As a Tax Senior or Tax Supervisor</strong>, you'll be a key member of the firm's team, managing client relationships while overseeing tax preparation and filings.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual, corporate, and partnership tax returns.</li><li>Provide exceptional, client-facing service to help businesses and individuals meet their tax and financial goals.</li><li>Research complex tax issues and stay up to date on legislation impacting clients.</li><li>Mentor and support team members to facilitate a collaborative and efficient workflow.</li><li>Collaborate with leadership and provide recommendations to improve processes.</li></ul><p><strong>What’s in it for You?</strong></p><p>✔ <strong>Excellent Benefits Package</strong> – Enjoy a comprehensive benefits plan tailored to support your personal and professional needs.</p><p>✔ <strong>Work-Life Balance</strong> – A manageable tax season schedule designed to help you thrive both at work and at home.</p><p>✔ <strong>Well-Established Firm</strong> – Join a respected CPA firm with a strong client base and proven industry success.</p><p>✔ <strong>Growth Opportunities</strong> – Develop your skills further with opportunities for advancement within a supportive and collaborative team.</p><p><br></p><p><strong>Contact Anna Parson at Robert Half </strong>for confidential and immediate consideration or Apply Now!!! </p><p><br></p>
<p>Rapidly expanding firm is seeking a Payroll Administrator to join their growing team in New York, New York. This role is ideal for someone with a strong background in full-cycle payroll processing and multi-state tax compliance. The position requires close collaboration with Human Resources to ensure accurate and timely payroll management for a workforce exceeding 1,500 employees.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete payroll cycle for over 1,500 employees, including onboarding new hires and processing terminations.</p><p>• Handle state tax registrations across multiple states to ensure compliance with local regulations.</p><p>• Collaborate closely with the Human Resources department to coordinate employee data updates, including relocations, status changes, and payroll adjustments.</p><p>• Maintain accurate records of monthly timesheet submissions and track Paid Time Off balances.</p><p>• Process payroll adjustments such as salary changes, disability pay, and special withholdings, including garnishments.</p><p>• Generate and analyze payroll reports to support organizational needs and decision-making.</p><p>• Ensure timely processing of employee garnishments and other specialized deductions.</p><p>• Provide expertise in managing payroll for disability leaves and other unique pay situations.</p>
<p>We are looking for a dedicated Staff Accountant to join our team in Somerset County, New Jersey. This role will focus on ensuring the accuracy and efficiency of financial reporting and the monthly close process, while supporting the analysis and review of financial statements. As a key member of the accounting team, you will work closely with leadership to maintain compliance and support operational goals.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate the monthly close process and prepare accurate financial reports.</p><p>• Create and record monthly journal entries with proper documentation.</p><p>• Provide support to the Accounts Payable function, including preparing monthly accruals.</p><p>• Complete account reconciliations in a timely manner as part of the monthly closing process.</p><p>• Analyze and report on fluctuations in account balances to ensure accuracy.</p><p>• Oversee payroll imports and verify the proper allocation of payroll costs to general ledger accounts.</p><p>• Assist in the calculation and analysis of prepaid expenses, accrued expenses, and employee benefits.</p><p>• Coordinate with internal and external auditors and tax preparers to fulfill requests.</p><p>• Support the transition to new reporting systems and maintain updated processes.</p><p>• Handle additional tasks and special projects as needed.</p>
<p>90,000 - 110,000. </p><p><br></p><p>The benefits include health insurance, PTO, a very competitive compensation package along with a profit-sharing plan.</p><p><br></p><p>A medium size CPA firm in Cranford seeks a Senior Accountant with four plus years of experience in accounting and tax. Prior experience in a local to medium size accounting firm is highly preferred. The Senior Accountant will handle a variety of small business clients in preparation of financial statements through the year-end tax returns. Any experience in handling real estate clients would also be preferred but not required. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970.</p>
<p>My client, a global publicly traded consumer products company is looking for an experienced Senior Financial Analyst to join our FP& A team in the Somerville, New Jersey area and offers a hybrid schedule. This role will focus on financial planning and analysis, including budgeting, forecasting, and preparing financial reports for senior leadership. The ideal candidate will have strong analytical skills, attention to detail, and the ability to collaborate across global finance teams.</p><p> </p><p>Responsibilities:</p><p>• Compile and review monthly financial reporting packages for senior management, ensuring accuracy and clarity.</p><p>• Develop quarterly cash flow forecasts and contribute to the preparation of quarterly earnings reports.</p><p>• Create and refine presentations for senior leadership and the Board of Directors, showcasing key financial insights.</p><p>• Coordinate semi-annual budgeting processes, including analysis and consolidation of financial data.</p><p>• Conduct thorough reviews of divisional and consolidated financial results, collaborating with global finance teams to ensure data integrity.</p><p>• Respond to ad hoc requests from senior management with detailed financial analyses and insights.</p><p>• Support special projects, providing analytical expertise and financial modeling as needed.</p>
<p><strong>Accounts Payable/Receivable Specialist</strong></p><p><em>Well-Established, Employee-Centric Real Estate Company | Bergen County, NJ</em></p><p>Our long-standing and employee-focused real estate company in Bergen County is seeking a detail-oriented <strong>Accounts Payable/Receivable Specialist</strong> to join our collaborative team. This role is ideal for a reliable professional who thrives in a fast-paced environment and enjoys taking ownership of end-to-end accounting responsibilities. You’ll play an integral part in maintaining accurate financial records, supporting property operations, and ensuring smooth day-to-day financial transactions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Accounts Receivable:</strong></p><ul><li>Prepare and issue tenant billings and manage all collections in a timely and professional manner.</li><li>Run delinquency reports and follow up with tenants on outstanding balances; submit monthly updates to executives by the 5th of each month.</li><li>Reconcile Cash Journals to ensure accuracy between cash management and SKYLINE.</li><li>Maintain a Tickler report to track all critical dates and financial milestones.</li><li>Input and interpret all leases and amendments into SKYLINE software.</li><li>Maintain and update reports such as the Cash Journal, Rent Roll, and Real Estate Tax Schedule.</li><li>Complete month-end closing activities, including reimbursement checks, management fees, and postings to the General Ledger.</li><li>Periodically reconcile and true-up Real Estate Taxes (RETAX), Common Area Maintenance (CAM), and Insurance charges.</li></ul><p><strong>Accounts Payable:</strong></p><ul><li>Process all vendor invoices promptly and accurately; print, scan, and file checks for recordkeeping.</li><li>Handle monthly mortgage and wire payments for all entities.</li><li>Create POS PAY files for daily banking uploads and fraud prevention.</li><li>Process and track all management personnel and driver expenses.</li><li>Complete month-end AP closing, including reimbursements, expense distribution reports, management fees, and General Ledger postings.</li><li>Manage administrative duties such as scanning, filing, mail handling, and shipping (UPS/FEDEX).</li><li>Prepare and process year-end 1099 and 1096 filings for vendors and submit copies to the IRS and State of New Jersey.</li></ul><p><br></p>
<p><em>Our client, a high-growth Tech company based in New York City, is seeking a Treasury Accountant to support key treasury operations and ensure accuracy across complex mortgage funding and cash management processes.</em></p><p><em>This is a hands-on role for a detail-oriented professional who thrives in a fast-paced environment and enjoys working cross-functionally to strengthen financial operations, liquidity management, and automation initiatives.</em></p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Assist with daily treasury operations, including preparing and executing wire transfers for mortgage funding via warehouse lines and direct investor channels.</li><li>Review and process check payments, coordinating approvals with the Controller.</li><li>Assist and refine loan funding scripts to produce accurate funding packages, payment files, and reconciliation reports.</li><li>Monitor daily cash positions </li><li>Reconcile funding transactions at the loan level, ensuring accuracy across wire confirmations, investor settlements, and warehouse draws.</li><li>Prepare cash flow forecasts to anticipate funding activity, loan sales, and servicing cash movements.</li><li>Maintain compliance with internal controls, investor requirements, and regulatory standards.</li><li>Contribute to process automation and continuous improvement by leveraging treasury and scripting tools.</li></ul>
<p>Our client, an NYC-based pension fund, is seeking to add a Corporate Counsel (contracts focused) to their team.</p><p><br></p><p>The Contracts Counsel will play a pivotal role in supporting the company's dynamic and evolving operations. Reporting directly to the EVP, Chief Legal Officer, this is an exciting opportunity to join a collaborative legal team to work on a broad range of complex and sensitive legal and business issues to give real-time analysis and practical advice. This role manages multiple priorities across the different units of the organization, such as vendor management, publishing, property & casualty, technology, and benefits.</p><p><br></p><p><br></p><p> </p><p>ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:</p><p>• Serve as legal counsel to the business units and corporate units for a wide range of commercial and corporate contracts with an emphasis on contract review and support</p><p>• Draft, review and negotiate commercial contracts including complex SaaS and data technology-related agreements (cloud, cybersecurity, software licensing) and third-party consulting contracts</p><p>• Collaborate closely with the vendor management team to develop standard vendor contract templates and SLA terms</p><p>• Collaborate closely with the vendor management team to create and implement a contract and vendor management strategy and improve knowledge management practices, documenting necessary policies and procedures</p><p>• Collaborate closely with the vendor management team to conduct due diligence, contract reviews and risk assessments, identifying non-compliance issues and mitigation strategies</p><p>• Collaborate closely with internal stakeholders, subject matter experts and the privacy team on legal and business risks, compliance and contract strategy</p><p>• Ensure alignment with applicable laws and internal policies</p><p>• Leverage and supervise outside counsel specialists as necessary</p><p>• Effective performance of the essential functions of this position requires regular in-person, on-site interaction with colleagues, both for purposes of relationship building and meaningful collaboration</p><p>• Other related duties may be assigned</p><p> </p><p><br></p><p> </p>
<p>We are looking for a skilled Tax Accountant to join our dynamic team. This role offers an exciting opportunity to take on senior-level responsibilities, including managing tax operations, reviewing returns, and mentoring staff. If you are passionate about tax consulting and enjoy building strong client relationships, we encourage you to apply. <strong>Salary Range: </strong>$80,000 - $105,000/year. Compensation will depend on the candidate’s experience, technical skills, and performance background.</p><p><br></p><p>Benefits: </p><ul><li>Medical, Dental, Vision Benefits </li><li>401k with a match </li><li>Paid Time Off </li></ul><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of corporate and individual tax returns to ensure accuracy and compliance.</p><p>• Train, mentor, and provide guidance to entry-level staff members to enhance team performance.</p><p>• Build and maintain strong relationships with clients, addressing their tax-related inquiries and concerns.</p><p>• Collaborate with clients to develop effective tax strategies that align with their financial goals.</p><p>• Ensure compliance with federal, state, and local tax regulations while staying updated on changes in tax laws.</p><p>• Utilize accounting software such as UltraTax and QuickBooks to manage and streamline tax processes.</p><p>• Assist in the preparation of complex tax filings and resolve any discrepancies or issues.</p><p>• Support the team in auditing processes and reviewing financial statements as needed.</p><p>• Analyze cash activity and budget processes to improve overall financial efficiency.</p><p>• Provide expertise in ERP solutions and accounting systems to optimize operations.</p>
<p>We are looking for a success-driven Call Center Representative to join our team for this remote project in New Jersey. In this role, you will be instrumental in supporting clients by simplifying complex processes related to open enrollment and benefit plan administration. This is a long-term contract position offering extensive training, making it a great opportunity for individuals eager to grow their skills in the health insurance industry.</p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional support to clients during open enrollment periods, ensuring their needs are met efficiently.</p><p>• Assist in the administration and management of employee benefit plans with attention to detail.</p><p>• Enter and update data accurately using alphanumeric and numeric systems.</p><p>• Utilize Outlook, Excel, and Word to organize information and communicate effectively.</p><p>• Collaborate with team members to streamline processes and enhance client satisfaction.</p><p>• Participate in comprehensive training sessions to develop expertise in benefit plan administration.</p><p>• Address client inquiries with professionalism, providing clear and helpful responses.</p><p>• Maintain accurate records and documentation for compliance purposes.</p><p>• Support strategic communication efforts to improve employee engagement with benefit options.</p><p>• Adapt to evolving priorities and tasks to meet organizational goals.</p>
<p>Robert Half Financial Services is recruiting for an AVP/VP Internal Auditor role for a global boutique Bank firm located in midtown Manhattan. Our client requires 6+ years Internal Audit experience at a Bank regulated by NYDFS or FRB/FED, with knowledge of Auditing various business areas such as Accounting, Third Party Risk, Regulatory Compliance, Treasury, and Risk Management. Must have at least one of the following certifications - CIA, CPA, CISA, CAMS. This role is hybrid remote requiring 2 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Assist the Chief Auditor in the completion of the annual audit schedule of the New York Branch based upon the Bank’s accepted Risk Assessment Program and Audit Universe</li><li>Perform planning, testing and reporting of more complex auditable entities of the branch</li><li>Direct and/or participate in functional audits to assess the adequacy of the internal control environment</li><li>Examine and validate the assets, liabilities, income, expenses and related records of the Branch utilizing generally accepted auditing standards</li><li>Prepare audit reports assessing the internal control environment based upon the risk criteria approved by IAD. Recommend corrective action for noted weaknesses and discuss audit results with business groups and senior management.</li><li>Assist in the facilitation of the annual regulatory exam and other ad hoc regulatory reviews conducted by the New York Banking Department (NYSDFS) and Federal Reserve Bank (FRB) examiners</li><li>Assist management in maximizing efficiency and reducing cost through performing functional audits and participation in committee meetings</li><li>Actively promote integrated auditing concepts and use of technology and analytics in all aspects of the audit plan</li><li>Participate in applicable training to gain knowledge of more advanced audit techniques and/or gain subject matter expertise to auditable entities of the New York Branch</li></ul>
We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Parsippany, New Jersey. In this role, you will play a key part in ensuring smooth and efficient order management while delivering exceptional service to our clients. The ideal candidate will be detail-oriented, proactive, and skilled in communication to support our dynamic business operations.<br><br>Responsibilities:<br>• Accurately input and manage domestic and international sales and sample orders, ensuring all details such as pricing, product specifications, delivery timelines, and account information are correct.<br>• Monitor and oversee open orders, adjusting to changes prompted by customer requests, production schedules, or shipping delays.<br>• Maintain and update customer pricing information, running reports to identify issues and ensuring accurate billing for shipped orders.<br>• Process chargebacks related to demurrage or detention with high precision and ensure proper customer billing.<br>• Utilize tools like SAP, OneNote, and SharePoint to organize customer and product information while managing Z block reports.<br>• Work collaboratively with teams in logistics, supply chain, marketing, and sales to streamline order processing and enhance customer satisfaction.<br>• Investigate and resolve customer inquiries or concerns promptly and professionally to maintain strong client relationships.<br>• Generate reports and analyze data to identify trends or areas for improvement in customer service operations.<br>• Communicate effectively with customers via email and phone to provide updates, clarify details, and ensure their needs are met.
We are looking for a detail-oriented Bookkeeper to join our team in Bronx, New York. This is a contract position, ideal for someone with experience in managing financial records and transactions. The role involves handling key accounting tasks to support efficient property management operations.<br><br>Responsibilities:<br>• Maintain accurate and up-to-date financial records for the organization.<br>• Process accounts payable and accounts receivable transactions in a timely manner.<br>• Utilize Sage 300 software to manage and report financial data.<br>• Reconcile bank statements and resolve any discrepancies promptly.<br>• Prepare financial statements and reports for management review.<br>• Ensure compliance with relevant financial regulations and company policies.<br>• Assist with budget preparation and monitor expenses to ensure alignment with financial goals.<br>• Collaborate with team members to streamline accounting processes and improve efficiency.<br>• Address and resolve any accounting-related inquiries or issues.
<p>70,000-80,000.</p><p><br></p><p>The benefits include healthcare, flexible hours and closed on Fridays except for tax season.</p><p><br></p><p>A specialized tax preparation firm in the Woodbridge area seeks a Tax Reviewer to handle the review of individual (1040) tax returns. This opportunity is unique because the Tax Reviewer can work flexible hours four days per year for nine months out of the year. The firm is closed on Fridays except for tax season. If you have a strong individual (1040) background, you qualify. Some corporate tax is ideal but not required.The Tax Reviewer can work between 20 to 30 hours per week depending on their preference, except from January 15th to April 15th. To apply email a resume in a Word format to Robert Half. Or call Rich Singer, CPA at 848-202-7970. Salary is open depending on experience. </p>
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in Oradell, New Jersey. The ideal candidate will have a strong background in corporate tax, sales tax, and general ledger management, with the ability to handle journal entries accurately. This role offers an excellent opportunity to contribute to financial processes and ensure compliance with accounting standards.<br><br>Responsibilities:<br>• Prepare and file corporate tax returns in compliance with relevant regulations.<br>• Manage sales tax filings and ensure accurate reporting to tax authorities.<br>• Perform detailed general ledger reconciliations and ensure accuracy in financial records.<br>• Create and post journal entries to support month-end and year-end closing processes.<br>• Utilize QuickBooks to maintain and update financial records efficiently.<br>• Assist in the preparation of financial statements and related reports.<br>• Conduct thorough reviews of financial data to identify and resolve discrepancies.<br>• Support audits by providing necessary documentation and explanations.<br>• Ensure compliance with accounting standards and company policies.
<p>Overview:</p><p> We are seeking an experienced Tax Preparer for a long-term contract opportunity with one of our clients—a well-established CPA and accounting firm based in White Plains, NY. This is an on-site position ideal for a seasoned professional who thrives in a fast-paced, detail-oriented environment and is looking to contribute meaningfully through the full tax season.</p><p>Key Responsibilities:</p><ul><li>Prepare and review individual tax returns (1040)</li><li>Prepare and review returns for trusts (1041)</li><li>Handle S-corporation (1120S) and partnership (1065) tax filings</li><li>Collaborate with in-house accountants and CPAs to ensure accuracy and compliance with federal and state tax laws</li><li>Maintain client confidentiality and uphold high professional standards</li><li>Communicate with clients, when necessary, to collect documentation or clarify tax information</li></ul><p><br></p>
<p>We're looking for a sharp Executive Assistant to join a rapidly growing firm in lower Fairfield County. This is an on-site position supporting the CEO.</p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Conserves executive's time by reading, researching, and routing correspondence, drafting letters and documents, collecting and analyzing information, and initiating communications.</li><li>Develops a thorough understanding of the business to make appropriate recommendations and decisions impacting the executive.</li><li>Manages the executive’s Outlook account including high volumes of email traffic, an active calendar of appointments and travel, and updates contacts as needed.</li><li>Engages with all staff members situated throughout the country to facilitate solutions.</li><li>Prepares agendas and minutes in relation to crucial meetings.</li><li>Completes expense reports and approves timecards for the executive’s direct reports.</li><li>Maintains executive files, copies and reviews outside mail, scans and files documents.</li><li>Assists with corporate meetings and events.</li><li>Communicates effectively with all levels of the organization and external stakeholders.</li><li>Provides direct administrative support as needed, including scheduling appointments, meetings, and events; booking detailed travel itineraries; maintaining file systems; incoming and outgoing mailing and shipping packages.</li><li>Manage office supplies, equipment, and inventory, ensuring adequate stock levels and overseeing procurement processes.</li></ul><p><br></p>
<p>Robert Half Financial Services are hiring for a Transaction Manager role for a global Investment & Lending firm located in midtown Manhattan New York. Our client requires 5+ years Transaction Management experience within Investment Management or Corporate Banking/Lending. Aviation Finance/Lending industry knowledge is highly preferred, alternatively Securitized Lending or Private Credit. Must have experience managing transactions, reviewing credit agreements/fund structure documents and liaising between various teams across origination, operations, legal etc. The role requires 3 days per week in the midtown Manhattan office, with 2 days work from home.</p><p><br></p><p>This role supports Operations, Finance and Legal, as well as supporting other internal Aviation Lending teams on all transactions, focusing on key aspects such as deal structure, document management, governance, conditions precedent and closing process.</p><p><br></p><p>Responsibilities:</p><p>• Consolidate and coordinate ongoing aviation investment and deal level activity between Lending Company, Middle Office, and Fund Accounting.</p><p>• Oversee the operational aspects of loan lifecycle events including population control, loan detail accuracy and loan covenant management, including when outsourced</p><p>• Maintain knowledge of ongoing activity within the portfolio and communicate changes and updates to both internal and external teams</p><p>• Manage transaction documentation and external counsel (and coordinate with internal legal team as applicable) throughout the deal cycle.</p><p>• Coordinate with and support the lending team for transaction post-closing and ongoing contract administration matters, including development of process improvements.</p><p>• Assist in review of legal documentation and raise issues to lending team and/or legal team as and when appropriate.</p><p>• Entity creation and ongoing management and maintenance of special purpose entities required for lending transactions and related ongoing management and maintenance of structure charts for each transaction.</p><p>• Partner with cross functional teams to deliver seamless, efficient and well-controlled services including the initiation of aviation contribution and distribution wires and corresponding timely and accurate accounting entries</p><p>• Verify accounting records are complete and accurate between Lending Co and Fund Accounting through review and approval of monthly activity reports</p><p>• Partner with cross functional teams in quarterly valuation cycles to ensure a complete and accurate aviation valuation population is being priced and ingested by Fund Administrator</p><p>• Collaborate with the Fund Administrator and Treasury teams to provide the necessary investment cash flow details</p><p>• Work closely with tax and middle office functions on transaction structuring and generally help lead coordination among internal stakeholders.</p><p><br></p>
<p>We are looking for an experienced Tax Manager to join our team. This role requires a skilled and detail-oriented individual with strong expertise in public accounting and tax management, capable of leading a team while maintaining a focus on client relationships. The ideal candidate will have a proven track record in handling complex tax matters and delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, acting as a trusted advisor for their tax-related needs.</p><p>• Review and approve complex tax filings, ensuring accuracy and compliance with regulations.</p><p>• Supervise and mentor a team of 2-5 tax professionals, fostering their growth and development.</p><p>• Collaborate closely with partners to align tax strategies with organizational goals.</p><p>• Focus on tax provisions, compliance, and planning for diverse clients, including those in real estate.</p><p>• Oversee the preparation and review of individual, estate, and income tax returns.</p><p>• Ensure timely and accurate completion of annual tax provisions.</p><p>• Provide guidance on intricate tax issues and offer solutions to meet client needs.</p><p>• Stay updated on changes in tax laws and regulations to ensure best practices.</p><p>• Drive operational efficiency within the department through effective management and use of accounting systems.</p>
We are looking for a skilled Administrative Assistant to join our team on a contract basis in New York, New York. This role involves providing essential support to ensure smooth office operations, with a focus on administrative tasks, communication, and data management. The ideal candidate will bring excellent organizational skills and a proactive approach to handling daily responsibilities.<br><br>Responsibilities:<br>• Respond promptly to incoming calls and direct them to the appropriate team members.<br>• Perform data entry tasks with accuracy and attention to detail.<br>• Manage day-to-day administrative operations, including scheduling and organizing meetings.<br>• Serve as the first point of contact by welcoming visitors and managing reception duties.<br>• Maintain and organize office records, files, and documents.<br>• Assist with correspondence, including drafting and editing emails or letters.<br>• Coordinate office supplies and ensure inventory is adequately stocked.<br>• Provide support to various departments by facilitating communication and administrative processes.<br>• Handle confidential information with discretion and professionalism.
The Service Desk Analyst is responsible to provide courteous, accurate and prompt support to our internal customers. This positions day-to-day activities include utilizing technical troubleshooting skills to solve technical incidents, requests and problems in addition to systematically answering phone calls, voicemail, responding to email, conducting online chat and face-to-face desk-side support. The Service Desk Analyst provides clear documentation of each customer interaction while working within various computer applications and supports a work environment focused on continuously improving the overall success of the department. <br><br>Responding to requests for help from customers.<br>Troubleshooting and resolving difficult technical issues effectively and efficiently.<br>Prioritizing, evaluating, resolving and escalating calls as required.<br>Providing appropriately detailed and timely follow-up support with customers.<br>Submitting accurate and well-documented solutions consistently for inclusion in the knowledge base.<br>Recording every interaction with a customer into the service management system.<br>Instructing customers in the use of hardware, software and manuals.<br>Configuring and distributing hardware and software to customers in a timely manner.<br>Installing hardware and peripheral components such as monitors, keyboards, printers and disk drives on customers’ machines.<br>Loading specified software packages such as operating systems, word processing and all proprietary software programs into personal computers.<br>Configuring and troubleshooting network hardware and communication equipment, operating systems and personal computers.<br>Interacting with Active Directory for Moves, Adds, and Changes.<br>Configuring and maintaining VDI pools and troubleshooting issues with VDI.<br>Entering commands and observing system functions to verify correct system operation.<br>Recommending or performing minor remedial actions to correct problems identified.<br>Providing updates, status and completion information to the Service Desk Manager through voicemail, e-mail, or in-person communication<br>Monitoring new technologies and/or updates required to support the various systems currently in operation.<br>Self-assigning and monitoring progress of work, reporting progress to the Service Desk Manager on a regular basis.<br>Be on call for after-hours coverage as listed on a rotation schedule or as needed.<br>Maintaining medical confidentiality.<br>Performing miscellaneous duties as assigned as assigned by management.<br><br>QUALIFICATIONS<br><br>Ability to follow instructions and respond to managements’ directions accurately.<br>Proven skills in advanced computer troubleshooting, analysis, critical thinking and problem solving skills.<br>Ability to manage multiple tasks with frequent interruptions, occasionally in urgent situations.<br>Demonstrated skills in accuracy and thoroughness paying close attention to detail. Looks for ways to improve and promote quality and monitors own work to ensure quality...
