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CVS Health is seeking a Senior Actuary - Network to provide analytic support for network strategy and market growth. You will develop discount reviews, analyze emerging trends, and support pricing and contracting across commercial segments with cross-functional teams.

The role emphasizes strong technical and communication skills, with a focus on data-driven recommendations and collaboration with network, MEU, and commercial actuarial teams in a dynamic healthcare environment.

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A boutique investment bank is seeking a highly skilled Investment Banking Vice President to join its St. Louis office. This role involves leading complex M&A transactions across various industries within a dynamic and collaborative team. The ideal candidate should have substantial experience in investment banking and a track record of successful deal execution. This position offers substantial growth opportunities and the chance to work in a fast-paced environment.
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1 day ago Be among the first 25 applicants

Global Accounting Network provided pay range

This range is provided by Global Accounting Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $165,000.00/yr

Join a respected and growing advisory firm with deep roots in the South Carolina Lowcountry. We’re looking for a Tax Director to lead client relationships, develop emerging talent, and help shape the future of our practice. This leadership role is based in our Bluffton office—an area known for its charm, natural beauty, and thriving business community.

This opportunity combines career advancement, personal growth, and a people-first culture that values your life outside of work. You’ll collaborate with a state-wide network of professionals and benefit from firm-wide leadership development, mentorship, and national resources—all while contributing meaningfully to the community you live in.

We’re intentional about creating an environment where our people feel supported and empowered to do their best work. That shows up in our flexible work arrangements, consistent investment in development, opportunities for rapid advancement, and the day-to-day interactions that reflect a culture of care, integrity, and trust.

In this role, you will:

• Lead a diverse portfolio of clients—ranging from individuals to owner-managed businesses—delivering high-quality tax planning and compliance services.
• Oversee all phases of the tax engagement, ensuring projects are completed on time and within scope.
• Serve as a trusted advisor, fostering proactive and responsive communication to build long-term relationships.
• Identify areas to improve processes and strengthen the efficiency and effectiveness of our tax function.
• Provide mentorship and technical guidance to junior and mid-level staff, supporting their professional growth.
• Manage engagement economics, including billing, budgeting, and client profitability.
• Drive market visibility through community engagement and business development efforts in the Bluffton area.
• Remain current on tax legislation and industry trends to enhance client value and ensure compliance.

What we’re looking for:

• Bachelor’s degree in Accounting (required)
• Active CPA license (required)
• 10+ years of progressive experience in public accounting with strong focus on both individual and business taxation
• A collaborative mindset and desire to contribute to the success of others
• Outstanding written and verbal communication skills
• Strong analytical and decision-making capabilities
• Demonstrated ability to manage multiple engagements and lead teams effectively

Let’s talk if you’re ready for a leadership role with purpose, professional freedom, and a pathway to impact—in your career, your firm, and your community.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Management

• Industries

  Accounting, Financial Services, and Public Relations and Communications Services

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Inferred from the description for this job

Medical insurance

Pension plan

Disability insurance

Student loan assistance

Child care support

Vision insurance

Paid paternity leave

401(k)

Paid maternity leave

Tuition assistance

Get notified about new Tax Director jobs in Bluffton, SC .

Savannah, GA $250,000.00-$300,000.00 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Position Title: Senior Associate / Vice President – Institutional Distribution, Capital Formation

Reports to: Global Head of Capital Formation

About the Firm

Harbert Management Corporation (“HMC”) is an investment management firm focused on alternative assets, with approximately $8.0 billion in Regulatory Assets Under Management as of December 31, 2025. HMC’s asset classes include U.S. Real Estate, European Real Estate, Seniors Housing, Seniors Housing Development, Power, Growth Equity and Credit Solutions Strategies.

HMC is headquartered in Birmingham, Alabama, with offices in Atlanta, Charlotte, Dallas, Nashville, New York, Richmond, San Francisco, London, Luxembourg, Madrid, and Paris. HMC and its affiliates make significant co-investments on the same terms and conditions as other investors, reinforcing a strong alignment of interests and a disciplined approach to risk management, governance, and reporting. Employee and HMC shareholders represent ~7% of total AUM. HMC serves a global and diverse investor base, including pension funds, sovereign wealth funds, insurance companies, endowments, foundations, family offices, and wealth platforms.

Position Overview

HMC is seeking a Senior Associate / Vice President to join its Capital Formation team, focused on sales and distribution. This role will support the firm’s global fundraising efforts across its alternative investment strategies, including commingled funds, co-investments, and direct transactions.

The individual will work closely with senior distribution leadership and investment professionals to originate and grow institutional investor relationships, articulate HMC’s investment strategies, and advance opportunities through the full fundraising lifecycle. This is a client-facing role with a strong emphasis on sales execution, relationship development, and new AUM generation.

While prior experience in institutional capital formation is valued, HMC will also consider candidates from adjacent roles who demonstrate strong commercial instincts, communication skills, and a clear desire to build a career in institutional sales and private markets fundraising.

Key Responsibilities

• Originate, develop, and manage relationships with North American institutional investors, including public and corporate pensions, endowments, foundations, insurance companies, sovereign wealth funds, investment consultants, family offices, RIAs, and wealth managers.
• Drive new AUM by advancing prospects through the fundraising process, from initial outreach to commitment.
• Partner with senior distribution professionals on strategic accounts and large institutional opportunities.
• Represent HMC at investor meetings, due diligence sessions, roadshows, and industry conferences.
• Develop deep knowledge of HMC’s investment strategies, portfolios, performance, and value propositions.
• Travel extensively to meet with clients and prospects, attend industry conferences, and support client-facing events.
• Maintain an accurate and up-to-date investor and pipeline database using CRM tools.

Qualifications

• 5 to 10 years of experience in institutional distribution, capital formation, placement agents, or related roles within asset management or financial services.
• HMC will consider individuals with experience on a sales desk, intermediary distribution, investment consulting, or project management / execution roles within asset management, with a demonstrated desire to transition into a sales-focused role.
• Excellent interpersonal, presentation, and communication skills, with the ability to engage credibly with senior investment professionals.
• Highly motivated, organized, and proactive, with a strong sense of ownership and accountability.
• Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
• Strong understanding of private markets and alternative investment strategies.
• Proficiency with CRM systems, PowerPoint, Excel, and Word.
• Bachelor’s degree required; MBA, CFA, or CAIA preferred.
• Competitive base salary plus performance-based bonus.
• Comprehensive health, dental, and vision insurance.

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Bridgepoint Consulting, An Addison Group Company is currently seeking experienced Accounting Managers who want to join our growing Boston-based team, tasked with supporting our clients in a wide range of interim and project-based accounting needs.

If you’re tired of internal roles, have a passion for helping growing companies achieve success, and are looking for an opportunity to work with a fast‑paced, growing company and like to be able to make an impact, this may be the role for you!

You’ll be a great fit if you have experience in:

• 5–8 years of hands‑on full‑cycle accounting experience
• Recent hands‑on experience with routine accounting processes such as accounts payable, accounts receivable, general ledger, payroll, and cash management
• Monthly closing procedures, monthly and quarterly financial reporting
• Small to mid‑sized company environment with the ability to multi‑task and wear several hats
• Preparing and/or reviewing monthly account reconciliations
• Demonstrating a strong understanding of U.S. GAAP, experience researching technical GAAP issues
• Ability to adapt to various client environments, and communicate effectively at all levels within the organization

Skills You’ll Need:

• Required:
  • Bachelor’s Degree – Accounting or Finance degrees are a plus
  • Strong desire for consulting‑style work and delivering excellent client service
  • Hungry, Humble, Smart Attitude
• Highly Preferred:
  • Revenue Recognition
  • Work experience with both public and private companies
  • Industry experience in start‑ups, technology, software, SaaS & Big Four/public accounting
  • Hands‑on experience with accounting software (i.e. QuickBooks, NetSuite, Great Plains or Intacct), along with moderate – advanced experience with Microsoft Suite, especially Excel
• Preferred:
  • A Certified Public Accountant (CPA) license or MBA
  • Prior employment by a Big 4 or other nationally recognized accounting firms

What We Have to Offer:

• Competitive Salary and quarterly bonuses
• Full benefits: Medical, Dental, and Vision
• Excellent 401(k) employer match
• Fun, exciting, fast‑paced environment
• Strong commitment to work/life balance and the opportunity for extended periods of time off
• Comprehensive onboarding and ongoing personal and career development

Why #TEAMBRIDGEPOINT

Bridgepoint Consulting provides a collaborative and energizing work environment for our team of experienced professionals. We are proud to employ a wide range of experienced business and technical professionals that are experts in their respective fields. Our people are the most valued component of our business and service delivery, so we dig deep to find employees that are poised to achieve the best results for our clients. Our clients consist of high‑growth and mid‑sized companies covering a variety of industries based in Austin, Houston, Dallas, Denver, Boston, and Atlanta. Bridgepoint Consulting provides services onsite at the client’s location and remotely to function as part of their team throughout the duration of each project.

Bridgepoint Consulting has been awarded in the Houston Business Journal’s 2022 Best Places to Work, the Alliance Partner Spotlight Award by NetSuite for AI/Robotics and Automotive, as well as 2022 NetSuite Partner of the Year for Transformation Alliance Partner of the Year. One of Bridgepoint Consulting’s Principal’s, Monica Gill, was nominated for the Austin Business Journal’s Women in Business Awards.

Bridgepoint Consulting has been awarded in the Austin Business Journal’s 2023 Best Places to Work.

Referrals increase your chances of interviewing at Bridgepoint Consulting by 2x.

Addison Group is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

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Are you a hands‑on, mission‑driven finance leader looking to shape strategy while building the financial foundation of a growing startup? If so, read on!

About Critical Materials Recycling

Critical Materials Recycling, Inc. (CMR), is a startup based in Boone, Iowa, created to tackle the billions of pounds of e‑waste generated annually, where a large portion of rare earth elements go unrecovered. CMR is advancing sustainable recycling of Rare Earth Elements (REEs) through our patented Acid-Free Dissolution Recycling (ADR) technology. CMR’s environmentally friendly solution is poised to lead the world in rare earth element and critical materials recovery as the world’s need for critical materials increases.

About the Opportunity

We are seeking an experienced and hands‑on Chief Financial Officer (CFO) to lead the company’s financial strategy as we scale from pilot operations to a 1,000 metric ton Rare Earth Oxide (REO) facility by 2029. This role is critical to CMR’s near‑term execution and long‑term success.

Key Responsibilities

• Establish and manage day‑to‑day financial operations, including bookkeeping, general ledger management, accounts payable/receivable, payroll oversight, cash management, and monthly close processes.
• Develop and maintain financial models, budgets, and forecasts to support operational scaling, capital planning, and strategic decision‑making.
• Track performance against key metrics and provide actionable reporting to the CEO/Board.
• Support all fundraising activities, including equity raises, strategic investments, grants, and non‑dilutive funding (e.g., DOE, DoD).
• Ensure compliance with GAAP, tax regulations, and state/federal reporting requirements.
• Design and implement scalable financial systems and processes to support growth from pilot to commercial operations.
• Partner closely with the COO, CTO, and CCO to align financial strategy with operations, technology development, and commercial agreements.
• Identify financial risks related to capital intensity, feedstock variability, pricing volatility, and regulatory changes, and develop mitigation strategies.

About You

• Progressive financial leadership experience, including prior experience as a CFO, VP of Finance, or senior finance leader in a startup or high‑growth environment.
• Demonstrated hands‑on experience with bookkeeping, accounting, and financial controls, especially in early‑stage or resource‑constrained companies.
• Proven track record of supporting fundraising efforts, including venture capital, strategic investors, and/or non‑dilutive funding sources.
• Strong financial modeling, forecasting, and analytical skills, with advanced proficiency in Excel or similar tools.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or MBA strongly preferred.
• Experience in capital‑intensive industries such as cleantech, recycling, manufacturing, energy, or materials processing is preferred.
• Familiarity with government grants, incentives, and compliance requirements (e.g., DOE, DoD, IRA‑related programs) is preferred.
• Experience implementing accounting systems and scaling financial infrastructure (e.g., QuickBooks, NetSuite, or similar) is preferred.

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A leading hospitality investment firm is seeking a Director of Asset Management in Atlanta, Georgia. This role requires over 7 years of experience in asset management, focusing on maximizing hotel performance and value. Responsibilities include working with third-party managers, assessing properties, and implementing financial strategies to enhance portfolio value. The candidate should possess strong analytical and communication skills and be able to travel approximately 40% of the time. Total compensation includes both a base salary and bonus.
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Overview

Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $8 billion of neighborhood assets under management, the firm is active in growth markets throughout the United States and is driven to make a positive impact within communities.

Our distinctive company culture is the key to our success. We recruit high-performing, ambitious individuals who are entrepreneurial and eager to maximize their potential in a team environment. We value relationship building – both internally and externally – and view it as the foundation for creating value for our neighborhoods and generating strong results for our investors. Asana Partners is known for our proven, strategic approach; our sophisticated, collaborative team; and our high-quality portfolio. With offices in Charlotte, Atlanta, Boston, Columbia, Denver, Los Angeles, and New York, we were founded to be a firm that would provide career-long opportunities for our people and a long-term partner for our investors.

For additional information, visit or follow @asanapartners.

Senior Director – Executive Summary

The Senior Director will oversee and manage the identification, evaluation, negotiation, and acquisition of institutional-quality neighborhood retail and mixed-use assets located in various markets in the Northeastern United States. The Senior Director will be responsible for investment sourcing on the Northeast with support and direction from senior management. The Senior Director will oversee financial structuring and analysis and manage the due diligence and closing processes for prospective investment opportunities. The Senior Director will work in a team-oriented, fast-paced, entrepreneurial, and high-performance environment. The Senior Director will join a high-volume transaction team, targeting at least $1 billion in new acquisitions per year.

Responsibilities

• Source new acquisitions by building and maintaining strong relationships with external stakeholders, including owners, brokers, developers, and potential joint venture partners
• Negotiate purchase and sale agreements and manage third‑party legal for transaction work
• Provide analytics, research, and modeling support to refine underwriting and business plan assumptions for acquisitions and dispositions in various markets across the United States
• Collaborate with execution teams and junior acquisition professionals, providing deal-specific underwriting guidance and strategic partnership on post-closing business plan execution
• Oversee the due diligence and closing processes for prospective transactions
• Lead preparation and presentation of investment committee memorandums in relation to proposed transactions
• Support fundraising and investor presentation materials
• Monitor and analyze key economic and demographic trends in target markets and submarkets
• Direct and mentor junior acquisitions professionals

Requirements

• 10+ years’ experience in real estate investments and capital markets
• Proven track record of successful real estate investments, including off-market and marketed transactions; preference for retail focus
• Deep understanding of and experience with real estate acquisitions, capitalization, and principal ownership
• Exceptional leadership and team management skills, with the ability to influence and motivate cross-functional teams as well as foster the development of junior employees
• Strong negotiation, critical thinking, and problem-solving skills
• Demonstrated track record of interpersonal relationship development
• Excellence in financial analysis and ability to synthesize ideas to senior management; advanced Excel modeling experience required
• Strong work ethic, self-motivated, and capable of effective independent judgment
• Acute attention to detail and passion for quality and excellence
• Strong organizational and process skills to manage multiple competing priorities
• Credit investment experience a plus

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Executive Underwriter – WC and Admitted Casualty

About HDI Global Insurance Company:

HDI Global Insurance Company is a commercial property and casualty insurer headquartered in Chicago, IL. As a wholly owned subsidiary of HDI Global SE, we manage the industrial lines division of the Talanx Group. Our extensive portfolio of products and services, combined with an international network of local insurers, enables us to offer comprehensive domestic and global insurance solutions for U.S.-based multinational companies.

Position Overview

We are seeking an Executive Underwriter – WC and Admitted Casualty to help build and grow our admitted primary casualty business unit. This role is responsible for underwriting and managing a multi-line portfolio of primary casualty business – including General Liability, Auto Liability, and Workers’ Compensation – on both guaranteed cost and loss sensitive structures. The successful candidate will leverage established broker relationships to generate new business, manage and grow an existing portfolio, and partner cross-functionally with other business units to drive cross-sell opportunities. This is a dynamic, build-mode environment that rewards self-motivation, sound technical judgment, and a builder’s mindset.

Key Responsibilities

• Underwriting & Risk Evaluation
• Independently underwrite and price multi-line primary casualty risks, including General Liability, Auto Liability, and Workers’ Compensation, on both guaranteed cost and loss sensitive structures.
• Evaluate exposures, loss history, contractual risk transfer, fleet and operational characteristics, and jurisdictional severity trends to develop sound pricing and structure.
• Structure appropriate attachment points, retentions, and limit deployment in alignment with portfolio strategy, underwriting guidelines, and treaty parameters.
• Document underwriting rationale for non-standard structures, rate deviations, and authority exceptions.
• New Business Development & Broker Engagement
• Leverage established broker relationships to generate a consistent pipeline of new business opportunities aligned with the admitted casualty appetite.
• Serve as the primary underwriting contact for assigned broker partners; negotiate pricing, structure, and terms while maintaining underwriting integrity.
• Participate in broker stewardship meetings, marketing travel, and market-facing events to expand HDI’s presence in the admitted casualty space.
• Provide brokers with technical guidance on appetite, coverage positioning, and risk structuring.
• Portfolio Management & Profitability
• Manage an assigned book of primary casualty business to achieve target loss ratio, rate adequacy, renewal retention, and net limit deployment objectives.
• Monitor exposure shifts at renewal (new operations, geography, payroll/revenue growth, fleet expansion) and adjust pricing and structure accordingly.
• Identify underperforming accounts and execute corrective underwriting actions.
• Contribute to quarterly portfolio analytics, performance reporting, and growth planning for the business unit.
• Cross-Sell & Cross-Functional Collaboration
• Partner with other HDI business units to identify and execute cross-sell opportunities on shared accounts.
• Collaborate with Claims, Actuarial, Loss Control, and Operations to deliver integrated solutions to brokers and insureds.
• Support treaty reporting and reinsurance information requests.
• Business Unit Development
• Contribute to the build-out of the admitted casualty business unit, including appetite refinement, workflow design, underwriting guidelines, and best practices.
• Mentor junior underwriters and underwriting assistants; provide management coverage and leadership as the unit grows.
• Participate in strategic planning initiatives for the casualty division.

Qualifications And Experience

• Bachelor’s degree or equivalent industry experience.
• 7+ years of underwriting experience in the primary casualty space.
• Demonstrated experience underwriting multi-line primary casualty (GL, Auto, Workers’ Compensation) on both guaranteed cost and loss sensitive programs.
• Strong existing broker relationships in the admitted casualty market with a proven ability to generate new business.
• Proven track record of managing profitability within defined underwriting authority.
• Excellent negotiation, communication, and broker management skills.
• Self-motivated and comfortable operating in a dynamic, build-mode environment with limited structure.

Preferred

• History of people management or team lead experience.
• CPCU, ARM, AU, or similar professional designation.
• Experience operating within a reinsurance/treaty framework.
• Experience supporting cross-sell initiatives across multiple commercial lines.

Core Competencies

• Advanced risk assessment
• Exposure-based pricing discipline
• Portfolio analytics mindset
• Negotiation strength
• Executive-level communication
• Decision-making under ambiguity
• Leadership and mentoring

Performance Indicators

• Achievement of premium targets
• Loss ratio performance within assigned book
• Rate and premium change achievement
• Retention ratio
• Net limit deployment discipline
• Portfolio quality and exposure integrity

Compensation And Benefits

• Base salary ($200,000-$240,000) plus eligibility for a performance-based annual bonus. Actual compensation will be based on a variety of factors including experience, education, and location.
• We offer a competitive benefits package, including: 401(k) with company match, Paid Time Off, Sick Leave, Medical, Health Reimbursement Arrangement (HRA), Telemedicine, Wellness Program, Employee Assistance Program (EAP), Dental, Vision, Accident & Critical Illness Insurance, Flexible Spending Account (FSA), Dependent Care FSA, Group and Voluntary Life Insurance, Short- and Long-Term Disability, Pet Insurance, Transit and Parking benefits.

Additional Information

• HDI Global Insurance Company is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity, or sexual orientation.
• Applicants must be legally authorized to work in the United States.
• HDI Global Insurance Company is an Equal Opportunity Employer and participates in E-Verify.

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Victory Programs, a Boston-based nonprofit, is seeking a Chief Financial Officer (CFO) to lead financial functions. The ideal candidate will align financial strategies with our mission of providing care to underserved populations. Responsibilities include overseeing financial reporting, compliance, and resource management. A Bachelor's degree and substantial experience in nonprofit finance are required. Annual starting salary is $170,000 with a comprehensive benefits package. Candidates should possess leadership abilities and problem-solving skills.
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At Corgi, we're building the first fully automated insurance carrier.
Our goal is to rebuild the $1T+ insurance industry from the ground up using AI. We're not just building a company-we're building long-term financial infrastructure. If you've built investment strategies from scratch, exercise strong independent judgment, and want real ownership over how capital is deployed, we want you on the team.
We're well-funded and backed by top investors, giving us the freedom to think long-term and move quickly. We care less about traditional titles and more about people who take responsibility for outcomes and are excited to build something enduring.
The Role
We're looking for aHead of Investment to design and lead Corgi's investment strategy as we scale. You'll be responsible for how capital is allocated, managed, and deployed across assets backing insurance liabilities, with a strong focus on risk-adjusted returns and long-term portfolio construction.
This is a hands-on role with real decision-making authority. You won't be inheriting a legacy portfolio or operating within a rigid playbook-you'll be defining investment philosophy, building portfolio frameworks, and helping shape how an AI-native insurance carrier approaches investing. You'll work closely with leadership, finance, actuarial, and engineering teams, while owning investment decisions end to end.
What You'll Do

• Design and own the investment strategy across assets backing insurance liabilities.
• Lead portfolio construction, asset allocation, liquidity management, and duration positioning.
• Monitor portfolio performance, risk exposures, and market conditions on an ongoing basis.
• Ensure investment activity aligns with insurance regulatory requirements and NAIC guidelines.
• Select, evaluate, and manage external asset managers, custodians, and counterparties where appropriate.
• Establish investment policies, portfolio guidelines, and decision-making frameworks.
• Translate market insights and portfolio performance into clear recommendations for leadership.
• Help build scalable investment infrastructure, including tools, reporting, and processes, as the portfolio grows.

What We're Looking For

• 5+ years of experience managing institutional investment portfolios, ideally within insurance or other regulated environments.
• Strong background in fixed income markets, portfolio construction, and asset-liability management.
• Working knowledge of NAIC investment rules and insurance investment constraints.
• High conviction investor with sound judgment and comfort making decisions in uncertain environments.
• Strong analytical skills with the ability to synthesize market data into actionable views.
• Interest in working with engineers to improve investment workflows and data systems.
• Ownership mindset-you take responsibility for results, not just analysis.

Nice to Have's

• Experience at an insurance carrier, reinsurer, or asset manager serving insurance clients.
• Exposure to fintech, insurtech, or technology-driven investment platforms.
• Understanding of how investment decisions flow through statutory reporting.
• Experience managing both internal portfolios and external managers.
• Background in structured credit, liability-driven investing, or insurance-focused fixed income.
• CPA or CFA designation.

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JPMorgan Chase & Co. is seeking a Private Banker for the Latin America Private Bank team based in Miami, FL. You will advise families from Paraguay, Argentina, Chile and Uruguay on wealth management, investments, credit and banking.

The role emphasizes building long‑term relationships with ultra‑high‑net‑worth clients, cross‑border coordination with internal specialists, and strict adherence to risk and regulatory controls. Spanish fluency and Series 7/66 licenses (or eligibility) are required.

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Our Firm

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.

The Opportunity

As Director, you will play a pivotal leadership role in leading our North American financial advisory practice. You will be expected to pitch financial advisory mandates, manage complex transactions concurrently, build and train a growing team of practitioners, and consistently provide high-quality, bespoke services to our clients. This role requires a strategic mindset, strong leadership skills, a deep understanding of the infrastructure finance landscape, and expertise in deal management and technical delivery.

Key Responsibilities

• Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution.
• Lead transaction teams to successfully execute financial advisory mandates.
• Mentor, develop, and manage junior team members.
• Develop and maintain relationships with clients and key stakeholders within the infrastructure sector.
• Identify, develop, and pitch financial advisory opportunities.
• Position Agentis as the pre-eminent independent financial advisor in the North American infrastructure space.

Our Differentiators

• Exceptional level of responsibility on complex transactions across verticals and financial products.
• Opportunities to work on global transactions.
• Continuous internal training and leadership development programs.
• Competitive compensation, employee ownership, and comprehensive benefits package.
• Paid sabbatical every two years of employment.
• Entrepreneurial culture with a clear path to partnership.
• Access to principal investment opportunities alongside Partners.

Your Skills and Experience

• Minimum eight years of relevant experience in infrastructure finance as a sponsor or as a financial advisor.
• Strong deal management and technical delivery capabilities.
• Demonstrated ability to structure and execute infrastructure mandates.
• Successfully closed challenging infrastructure transactions.
• Strong business development and client relationship skills.
• Exceptional communication and interpersonal skills.
• Ability to work with geographically dispersed teams.
• Ability to work under pressure and consistently deliver high-quality work with strict deadlines to meet team and client objectives.
• Willingness and ability to travel.

Position Type

• Permanent Full-Time
• Location: Remote
• Desired start date: Immediately

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Job Description

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices. You'll work alongside an integrated team of seasoned, well‑known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

How You'll Spend Your Time

• Leading the review of complex high‑net‑worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planning
• Conducting advanced tax research and drafting technical memoranda addressing complex issues
• Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and tech executives
• Serving as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service
• Mentoring and supervising staff, fostering technical development, accountability, and a collaborative team culture
• Collaborating with partners and senior leadership on client engagements, thought leadership, and business development initiatives
• Ensuring compliance with evolving federal, state, and local tax regulations, staying ahead of legislative changes and industry trends
• Contributing to process improvement, leveraging technology and best practices to enhance efficiency and accuracy
• Engaging in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs that support Withum's dynamic and inclusive culture

The Kinds of People We Want to Talk to Have Many of The Following

• Bachelor's Degree in Accounting from an accredited institution
• CPA, JD, LLM or MST required
• Minimum of 8+ years of professional services experience required
• Industry knowledge within the Technology/Startup and Emerging Growth sector a plus
• Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities
• Demonstrated process creation. Adept at developing and deploying best of breed business development and relationship management practices
• Outstanding multitasking skills and organization
• Strong verbal communication. Demonstrate clear verbal communication
• Strong writing skills. Demonstrate clear written professional communication
• Strong presentation skills. Must possess ability to organize and lead meetings with senior executives
• Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities
• Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members
• Candidate must demonstrate experience in working as a productive member of a team
• Tangible and demonstrated experience in formal sales process deployment, use and training
• Ability to be a resource to other team members on the firm, the technology community, overall strategy and tactics
• Ability to adhere to an environment of accountability and responsibility - no excuses
• Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance
• Creative problem solving & conflict resolution
• Attentiveness to detail
• Outstanding relationship management skills and personal networking skills are essential
• Must be solution oriented

Compensation

California ranges are from $135,000 - $230,000

New Jersey ranges are from $130,000 - $230,000

New York City range is from $150,000 - $225,000

Equal Opportunity Employer

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

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EY-Parthenon is hiring a Director for Deals – Financial Diligence – Financial Services. You will lead diligence engagements with buy‑side and sell‑side teams, advising on value drivers and risk factors across multiple financial services sectors.

You will work with private equity and corporate clients on complex transactions, leveraging Alteryx, Power BI, Tableau and AI tools to drive insights while mentoring junior staff. The role supports a hybrid work model in major US locations.

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JPMorganChase is seeking a Financial Analysis – Executive Director for the Commercial & Investment Bank Central Planning & Analytics team based in Brooklyn, NY. This leadership role requires extensive experience in financial planning and analysis, overseeing budgeting and revenue reporting processes.

You will interact with key stakeholders and manage a high-performing global team, driving strategic insights and governance across MIS systems. A comprehensive salary and benefits package is offered, reflecting the role's significance within the organization.

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Deanna Nesbit & Associates is seeking a Divisional CFO to oversee the financial operations in Harrison, Ohio. This role involves managing financial accuracy, providing strategic insights, and ensuring compliance with IFRS and GAAP.

Ideal candidates will have a Bachelor's degree in finance or Accounting, with an MBA preferred. Extensive experience in financial leadership, particularly in food services or multi-unit operations, is required. The position offers a strategic role within the organization focused on improving operational viability and financial performance.

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Crowe is seeking a Tax Advisor for its IronSpire Group, focused on advising affluent families on complex tax matters. This role emphasizes expertise in estate and gift planning, and requires a minimum of 8 years in public accounting or law.

The successful candidate will lead multiple engagements, enhance client relationships, and mentor junior team members. Crowe offers a hybrid work model and competitive compensation ranging from $127,700 to $269,300 per year.

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Tuba City Regional Health Care Corporation (TCRHCC) is seeking a Chief Financial Officer to provide strategic financial leadership and support. The successful candidate will oversee all financial functions including budgeting, accounting, and financial planning.

Qualifications include a Master’s degree in finance or accounting, CPA certification, and ten years of relevant finance experience in healthcare. The role offers opportunities to influence decision-making at the senior leadership level.

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JAS Recruitment is seeking an Associate Veterinarian for a full-service small animal hospital in Boston, Massachusetts. The ideal candidate will have a DVM/VMD and at least 2 years of experience. This role offers a competitive base salary of $130k to $180k plus production bonuses.

Candidates must be proficient in soft tissue surgery and have a Massachusetts veterinary license. The position can be full-time or part-time with flexible scheduling options available.

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The Equus Group is seeking a Chief Financial Officer to lead financial operations and prepare for a potential liquidity event. The role involves partnering with the CEO and Board, managing all financial functions, and ensuring robust internal controls.

The ideal candidate will have 12+ years of financial leadership experience, especially in private-equity-backed environments. Strong skills in financial modeling, M&A, and communication are essential for success in this dynamic role.

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