Senior Associate - Partner Finance & Tax

Arrow Search Partners; Stamford (CT); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading investment advisory firm in Stamford is looking for a Senior Associate to assist with financial planning, tax, liquidity, and reporting needs of partners. The role involves preparing financial records, tax projections, and quarterly reporting packages, as well as monitoring liquidity and compliance. The ideal candidate will have a Bachelor's in accounting or finance and 3-5 years of relevant experience, with CPA qualification being a plus. Strong Excel skills are essential for this position.

Qualifications

• 3-5 years of experience within public accounting and/or a family office.
• CPA a plus.

Responsibilities

• Prepare books and records for partner owned investment vehicles.
• Prepare and review quarterly income tax projections and estimated payment calculations.
• Prepare partner quarterly reporting packages including net worth reporting, investment balances, and liquidity forecasts.
• Monitor liquidity and daily cash balances, fund capital calls, monitor distributions.
• Assist with investment subscriptions and redemptions.
• Loan facility maintenance and monitoring covenant compliance.
• Review and respond to tax notices.
• Manage internal and external deliverable deadlines.

Skills

Strong Excel skills

Education

Bachelor's degree in accounting or finance

Job description

A leading investment advisory firm in Stamford is looking for a Senior Associate to assist with financial planning, tax, liquidity, and reporting needs of partners. The role involves preparing financial records, tax projections, and quarterly reporting packages, as well as monitoring liquidity and compliance. The ideal candidate will have a Bachelor's in accounting or finance and 3-5 years of relevant experience, with CPA qualification being a plus. Strong Excel skills are essential for this position.