Archive for May, 2010

Tax Analyst (Norwalk, CT)

May 26, 2010

Job Description

Our financial services client is looking for a Tax Analyst to join their Norwalk, CT office.  In this role, you will be responsible for a broad range of recurring tax functions.  You will gather information necessary to prepare tax returns by interacting with accounting and financial personnel; perform technical research; and identify, recommend and complete special projects to improve efficiencies within the department. In addition:

  • Prepare corporate federal/state/local income tax returns.
  • Prepare partnership federal/state/local income tax returns.
  • Prepare forecasts and other analyses associated with projecting the group’s tax position.

Required Skills

  • Bachelor’s degree in accounting.
  • In lieu of a Bachelor’s degree in accounting, a Bachelor’s degree with a Master’s in taxation will be accepted.
  • Two (plus) years of experience in a corporate tax department and/or public accounting firm with tax preparation experience, including experience associated with the corporate and partnership tax compliance function and  knowledge of federal and state tax concepts. 
  • Experience with various tax preparation and research tools.
  • Candidates must have knowledge of principles and practices of financial accounting.  Advanced proficiency in Excel, proficiency in MS Word, strong analytical skills and attention to detail are required.

Assistant Contract Negotiator – Stamford, CT

May 25, 2010

Job Description

 This position does not require ISDA experience.  Rather, someone with a skill set entrenched within the documentation area would be more than sufficient.  This role will enable the incumbent to further develop their existing contract administration experience and learn the art of contract negotiations.

Our client (very well known within their product focus) is involved primarily within the financial services industry and they are looking for an Assistant Contract Negotiator to join the Stamford, CT based office.  You will be responsible but not limited too:

  • You will assist in the daily operations, processing, and negotiation of documents related to International Swaps and Derivatives Association (“ISDA”) agreements.
  • You will review incoming confirmations under an ISDA agreement for accuracy and compliance
  • In coordination with the law department you will negotiate confidentiality agreements, company guarantees, and amendments to existing ISDA agreements
  • Record details of executed ISDA agreements
  • Issue weekly ISDA negotiation updates to platform heads.

Our client offers competitive salaries + well above average benefits.

Skills Required:

  • Bachelor’s degree in Business Administration, pre-law or related field.
  • Two (plus) years of experience working in a corporate environment, preferably working with or preparing contracts or other legal documents.
  • Candidates must also have the ability to interpret legal documents, be proficient in MS Word, Excel, and be able to gather & analyze information to prepare reports and assess contract compliance.
  • Candidates must have the ability to analyze and resolve problems related to contracts.
  • Strong written and verbal communication skills are required.
  • The ability to speak French, Spanish or Portuguese is helpful.

Senior Tax Accountant (FAS 109) – Fairfield County

May 25, 2010

Our client, a leading global reinsurer and a member of the Berkshire Hathaway family of companies, has an excellent opportunity for an experienced tax professional in its Fairfield county based office.

The position is primarily responsible for the coordination and review of domestic tax returns and tax provisions for insurance and non-insurance entities, including domestic compliance relating to General Re’s international subsidiaries.  The successful candidate will be required to interact with all levels of the organization, including global accounting associates, to satisfy General Re’s tax filing requirements.

Other accountabilities include:

  • Preparation/review of individual General Re legal entity income tax provisions to be included in quarterly and annual GAAP and Statutory financial statements.
  • Assist with the completion of the group’s U.S. tax compliance requirements for timely preparation of the Gen Re group’s federal and international tax returns (e.g. Forms 1120, 5471, 8858). 
  •  Assist in support of tax software.
  • Provide support in the completion of ongoing tax examinations by the Internal Revenue Service and state tax authorities.
  • Research various domestic, international and state tax issues.
  • Successful time management of multiple concurrent projects.

The successful candidate will possess the following qualifications:

  • 5 to 7 years of relevant corporate tax experience
  • (Re)/Insurance industry or International experience a plus
  • Bachelors Degree in Accounting
  • CPA Certificate a plus
  • Working knowledge of FAS109 required (knowledge of SSAP 10 a plus)
  • Big 4 Public Accounting or Corporate Tax Department experience
  • Advanced degree in Taxation (MS, MBA) a plus

 The position requires excellent communication and organizational skills. The organization is looking for an individual who readily assumes responsibility and proactively drives projects to completion. It is expected the candidate who possesses and displays the majority of these skills can advance to more responsible positions.

Senior Middle Office Professional (Stamford, CT)

May 25, 2010

Senior Middle Office Analyst

 This Investment group manages a fund (1X and 2X) with effective AUM of approx $1 billion.  Growth has been very strong as 2009 ended with $400MM AUM.  Almost $600mm AUM has been added.  The key to this role is futures or commodities experience.  Greeks essential!

Position Overview:

This role in a hedge fund specialized in soft commodities (mainly agricultural commodities). Your role is important to the whole organization. You will be responsible for calculating the NAV (Net Asset Value) on a daily basis. You will also reconcile daily the trades in our systems, comparing the broker’s statements with what is showing in our internal position management system. We expect you to be able to automate your tasks so it makes your job more efficient. That is why we will consider a strong VBA knowledge as an important positive point.

The Middle-Office function in our fund has two main components: NAV calculation, RISK calculation. Your job will concentrate mainly on the NAV calculation. The job will offer you the ability to expand your knowledge as we plan to open different funds in the medium term. The reconciliation process means you will have daily contacts with the traders and deliver for them. We want you to be a self-starter as management time will be limited. Hence after a few weeks/months spent to understand fully the tools you are working with, we want you to be pro-active and find ways to improve them. We have a one team approach, so you will most likely assume other people’s responsibilities (when they are away for instance), this represents a good opportunity to widen your skills (in market risk analysis for instance).

Key Functions and Responsibilities:

  • Reconciling trades on a daily basis
  • Calculate the NAV daily.
  • Reconcile our NAV with the administrator NAV monthly
  • Reconcile FX movements across the books.
  • Identifying all major risks associated with the company’s ongoing operations and conduct of its business and evaluating the potential risks being undertaken as a result of business growth and development.
  • Check with traders that the reported positions are accurate and that the NAV makes sense.
  • Have a thorough knowledge of our systems (from Front-Office to Back-Office).
  • Contribute to the ongoing improvement of our systems
  • Ensure inputs to the risk system (both positions and prices) are accurate and timely
  • Improve the internal reporting procedures.
  • Provide assistance with ongoing development of the current databases
  • Analyze the reported figures and contribute to the enforcement of Stop Loss Limits
  • Monitor portfolio intra day / provide real time updates to Portfolio managers as Greek’s change  / risks within portfolio change
  • Ad-hoc analysis

Key Competencies:

  • Attention to details with a strong focus on accuracy of information.
  • Logical, analytical, numerical ability.
  • Willingness and ability to work with and improve existing procedures
  • Strong interpersonal skills. Ability to resolve issues and liaise with Portfolio managers / Risk officer and management globally.
  • Positive attitude and enthusiastic approach. Ability to work in a team environment and meet deadlines.
  • Strong IT skills. Excel required, good VBA knowledge beneficial, PowerPoint, SQL, and Access.
  • Self-starter, Self motivated and a quick learner
  • Strong English language
  • Able to work easily in a multi-cultural environment
  • Good presentation skills.


  • Previous exposure in a trading environment, middle-office, risk management or related function within a trading environment.
  • Knowledge of physical soft commodity markets or futures is a MUST.
  • Exposure to VaR useful, in addition to MtM / PnL


  • To COO located internationally…

Assistant Director of Taxes – Stamford, CT

May 20, 2010

Our client, a global financial services firm, is looking for an Assistant Director of Taxes – State and Local to join the Stamford, Connecticut office.

Responsibilities include but not limited too:

  • Manage the state and local tax position of U.S. Group companies, including oversight of state and local tax compliance.
  • Evaluate U.S. Group companies’ state and local tax position and identify and implement appropriate tax mitigation techniques.
  • Responsible for state and local income and franchise tax controversies.
  • Oversight responsibility for real and personal property tax reporting and planning.
  • You will prepare income tax provisions with respect to state and local taxes, including FIN 48 considerations.


  • Bachelor’s degree in accounting or business related discipline OR Bachelor’s degree with a Master’s degree in taxation (preferred).
  • 8 – 12 years experience in the tax area including providing consulting services to clients in the SALT area
  • Experience managing SALT planning, compliance and special projects in a significant corporate environment including direct interaction with senior executives

Senior Tax Accountant (Hartford, CT)

May 19, 2010
Senior Income Tax Accountant  – (Rocky Hill, CT)The Senior Tax Accountant is a tax professional who is responsible for federal, state and international compliance, audits, and provisions.Key Responsibilities:-       –  Prepare, review and timely file federal, state and international tax returns, elections and extensions.
–  Prepare, review and timely file federal, state and international estimated tax payments.
–  Request checks and electronic funds transfers.
–  Research tax issues.
–  Prepare return work papers that are well documented and audit ready.
–  Coordinate and assist with tax audits.
–  Assist with quarterly tax provisions and related work papers and reports.
–  Interact with taxing authorities and resolve return questions and notices.
–  Interact with colleagues from Finance to resolve accounting and tax issues.
–  Assist with special tax projects as necessary.


–  BS / BA in Accounting (CPA and / or Masters in Tax preferred)
–  4-7  years of relevant corporate tax experience (public accounting preferred)
–  Solid understanding of general corporate tax principles and IFRS / GAAP.
–  Ability to work independently and in a team environment.
–  Ability to organize and prioritize a variety of tasks and projects.
–  Strong computer skills (PowerPoint, Excel, Word and Access)
–  Knowledge of SAP and / or Vertex tax preparation software a plus


System Administrator (Southwest Fairfield County, CT)

May 18, 2010

Our client currently seeks:

Our client is currently seeking a Network Systems Administrator to provide support on IT hardware, software, and systems for on-site and remote employees. The ideal candidate must have a good understanding of computers (both hardware and software) and a demonstrated willingness to learn and apply new technology. Superior technical aptitude, strong written and oral communications skills and the ability to deal effectively with people are key success factors for this position. Individual must have proven ability to operate in extreme high pressure situations, handle multiple priorities and possess a high level of discipline while remaining flexible. Top-quality customer service skills in dealing with all levels in a team environment, patience and a sense of humor are important characteristics for this role.

Responsibilities include:

  • Configuration of PC’s for new employees including set up of Active Directory Accounts and Microsoft Exchange email
  • Schedule and implement new user orientation on the operation of PC and navigation to network resources including Outlook Features, Backup, Preventive Maintenance, Patch Updates, Intranet (SharePoint)/Internet access and navigation
  • Creation and modification of images for PCs
  • Quality testing of pre-issue PC’s for connectivity and application functionality
  • Maintain employee PC functionality and stability
  • Maintain inventory assignment history of all IT equipment and generate Excel reports on demand
  • Maintain a repository of user issues and resolutions
  • Maintain hardware inventory
  • Set up network folders and assign required permissions on File servers
  • Set up resources and assign permissions on SharePoint servers
  • Prepare and maintain technical documentation
  • Test and rollout new patches and/or version updates
  • Tape back-up monitoring, loading and scheduling
  • Monitor and research network errors while working to resolve issues
  • Service call ticketing for warranty/non-warranty repairs and follow-up status
  • Be available on rotation for emergency IT support after-hours and weekends
  • Field calls to provide support for problems on all applications/hardware configurations and resolve faults quickly related but not limited to:
    • Hardware malfunctions
    • Software errors
    • Network connectivity
    • Passwords
    • Printer Configurations, Errors, Jams
    • Software Installations and Configurations
    • VPN/Remote connection
    • Wireless Configuration and Connectivity
    • Burn and deliver CD media

 Ideal Candidates will have:

  • Bachelors or Associates Degree in Information Technology or related field preferred
  • 7 to 10 years of broad user support experience is required
  • A thorough understanding of the major PC software packages (MS Office, Windows XP)
  • Experience in Windows networking and administration is required
  • Experience with Microsoft Exchange and SharePoint is required
  • Strong networking skills including routing and firewall required
  • Experience creating and deploying PC images
  • MCSE certification is strongly preferred
  • A+ Certification is desirable
  • Strong customer service and verbal communication skills
  • Strong analytical skills with demonstrated problem solving ability
  • Possess a strong sense of urgency and commitment to results
  • Previous experience in which high levels of initiative, judgment, and tact has been demonstrated

We Offer:

  • Competitive compensation and benefits package
  • Fun professional atmosphere emphasizing flexibility and individual growth    

Senior Tax Manager

May 18, 2010

This key finance position is responsible for ensuring a high level of control over the income tax provision and income tax compliance processes for all company entities.  The scope of the role includes 4 business entities as well as 4 special purpose entities.  In addition, this position plays an integral role with the financial planning teams to forecast all tax related accounts on the P&L and balance sheet.  This person will be the key tax contact for the US companies for all significant business decisions to ensure that the tax implications of a decision are properly considered.  Finally, this person is responsible for monitoring all tax law changes within the US and ensuring proper planning is in place to adapt to such changes.


–         Manage the outsourcing of federal and state income tax compliance for all Group U.S. companies
–         Manage the income tax accounting functions, including quarterly and year end provisions for all U.S. companies
–         Perform tax research as required
–         Manage tax examinations;
–         Manage tax forecasting for budget process
–         Responsible for SOX testing and documentation for tax processes
–         Manage tax accountant and student intern
–         Manage administrative functions for the tax department, including maintaining all files, audit calendars, archives, and assisting with intercompany tax charges


–         Bachelor Degree in Accounting, CPA +
–         5-7 years corporate tax experience
–         Public accounting experience – corporate tax function
–         FAS 109 experience is required
–         Inbound tax experience is a + (US subsidiary owned by a foreign parent)
–         Ability to work independently, manage multiple projects and communicate effectively with all levels in the organization
–         Strong analytical, written communication and interpersonal skills
–         Management experience – team building, development, coaching

Public Reporting Manager – NYC / Southwest Fairfield County, CT

May 18, 2010

Overall Description:

The primary role for the Manager of Public Reporting will be to continue to build and automate the public reporting function.  Making the public reporting function highly automated, where the presentation of information complete and accurate, as well as, elegant and useful. Another important role will be the review of the financial statements published in our periodic reports for completeness, accuracy and compliance with U.S. GAAP and SEC regulation S-X. In addition, this person will be responsible for ensuring continued compliance with SEC regulations and Sarbanes-Oxley, and for completing ad-hoc projects.  This position will require a highly organized and naturally curious self-starter with strong analytical skills who enjoys daily challenges and is persistent as well as resourceful in getting to the right answer.


  • Support the preparation of all SEC filings including periodic reports on Forms 10-K, 10-Q, 8-K, as well as, Section 16 filings on Forms 3, 4 and 5.
  • Review S-X financial statements published on our periodic filings.
  • Support the preparation of the quarterly earnings release.
  • Maintain and track compliance with Sarbanes-Oxley procedures.
  • Ad-hoc projects and analysis.
  • Doing whatever needs to be done to move a dynamic, fast growing business forward.

Background and Qualifications:

  • CPA with 5-6 years experience in public reporting (Not Required).
  • Prior experience in securities/commodities industry is a plus, but our focus is on public reporting expertise.
  • Strong analytical skills, “can-do” attitude, discipline and organization.
  • Knowledge of Oracle Financials.
  • Proficiency with computers: spreadsheet programs, database applications, accounting system report writers, etc. General understanding of automated, database driven systems.
  • Proficiency in preparing and analyzing financial statements.
  • Proficiency in managing the general accounting process.

Director of Tax (Hartford, CT)

May 16, 2010

The Director of Tax Planning is an experienced tax professional who works closely with the Vice President of Tax and Director of Tax Reporting to identify and execute a wide variety of tax planning projects.


  •  Identify, coordinate, and execute a wide variety of tax planning projects.
  • Properly document and defend tax planning projects on audit.
  • Conduct, assist and / or supervise the tax due diligence for significant transactions.
  • Review tax processes and identify and implement improvements.
  • Coordinate the preparation of all North American transfer pricing studies.
  • Coordinate the preparation and filing of all tax compliance and tax provisions for Canada and Puerto Rico.
  • Research and provide tax advice on tax matters as necessary.
  • Monitor and communicate changes and developments in tax and regulatory laws as necessary.
  • Train, mentor and develop members of the Tax Department.


  • BS / BA in Accounting (CPA and / or Masters in Tax preferred)
  • Minimum of 12 years of relevant corporate tax experience with public accounting firm or large corporation.
  • Excellent understanding of FAS 109 / IFRS 12 matters.
  • Excellent SAP skills & knowledge.
  • Excellent project management skills.
  • Excellent managerial skills.
  • Excellent analytical and problem-solving skills.
  • Excellent written and oral communication skills.