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Hybrid Banking & Finance Associate – Complex Credit Deals
Satori Digital
chicago, il
Compensation: 90.000 - 130.000
A top-ranked law firm in Chicago is seeking a mid-level Banking & Finance Associate to engage in complex credit transactions alongside leading attorneys. Candidates should have a J.D. with strong academic performance and 4-7 years of post-JD experience. This hybrid role requires expertise in drafting financial documents and client relations. Ideal for those ready to manage sophisticated deals and provide mentorship to junior associates, offering significant professional growth and exposure to cross-border collaborations.
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Compensation Analyst III
TechDigital Group
san francisco, ca
Compensation: 17.161 - 24.442

Manufacturing - Associate - Production (Entry Level)

Pay rate: $15.10 Bill Rate: $20.39 Duration: 6 months with opportunity for extension or conversion.

Description: Manufacturing Associate: Consumables 1st shift 2nd shift 4:50am-3:20pm Mon-Thurs.

The production associate has responsibilities including manufacturing, testing, and packing of products based on the blueprint or work instructions. Key responsibilities/essential functions include:

  1. Reading and following work procedures and schematics or receiving verbal instructions regarding duties to be performed.
  2. Performing manufacturing, assembly, or packing operations and various tasks following procedures, work instructions, or blueprints.
  3. Recording daily output.
  4. Following all EHS and Quality policies and procedures.
  5. Working with team lead, engineers, supervisors, and managers to improve quality and process efficiency.
  6. Other duties as assigned.

Comply with EHS regulations and policies including wearing required PPE.

Required Qualifications: High School Diploma/GED or local equivalent or 6 months of manufacturing experience. Ability to communicate, receive, understand, and follow verbal and written instructions for duties. Basic math skills required. Attention to detail and quality-minded work habits. Demonstrated ability to communicate with co-workers and leadership. Ability to lift a maximum of 50 lbs., stand, sit, stoop, bend, walk, reach, squat, kneel, push, and pull for long periods. Must be capable of steadily using their hands for the operation and manufacturing of equipment. Must be able to read and write simple statements. Ability to make decisions and have sound judgment.

Dress Code: This is a manufacturing facility and safety is our #1 priority. OSHA-approved steel toe or composite toe shoes and long pants that cover ankles and legs are required. Safety glasses must always be worn on the production floor. Long pants include jeans, slacks, uniform pants, etc. Sweatpants, shorts, yoga pants, capris, etc., are prohibited. Shirt sleeves must cover the shoulders and may not have offensive wording or images. All clothing must be free from tears, including those designed with such. Shorts, miniskirts, dresses, cropped tops, halter tops, spaghetti straps, and open-toed shoes are not permitted.

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Senior Estimator – High-Value Commercial Drywall Bids
Solid Rock Recruiting LLC
san diego, ca
A leading recruiting firm seeks a Commercial Drywall Estimator in San Diego, CA, to join a top drywall contractor. The role involves preparing estimates for significant projects exceeding $1MM and collaborating with various stakeholders. Candidates must have experience in the commercial drywall industry and proficiency in On-Screen Takeoff Software. This position offers competitive compensation in a supportive work environment that fosters growth and development.
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Audit Partner
The Agency Recruiting
san francisco, ca
Compensation: 150.000 - 200.000

Audit Partner

Job Summary:3>

The Audit Partner is a senior executive position responsible for leading the audit practice within the firm. This role involves managing client relationships, overseeing the audit team, ensuring compliance with auditing standards, and contributing to the firm's strategic goals. The Audit Partner is also instrumental in business development and maintaining the highest standards of audit quality and integrity.

Key Responsibilities:

  • Leadership and Management:

    • Lead and manage the audit department, including supervising and mentoring staff.
    • Develop and implement strategic plans for the audit practice.
    • Ensure efficient and effective workflow within the department.
    • Foster a positive and productive work environment.
  • Client Relationship Management:

    • Build and maintain strong client relationships.
    • Serve as a trusted advisor to clients on audit and assurance matters.
    • Identify and pursue new business opportunities.
    • Manage client engagements, ensuring high-quality service delivery.
  • Audit Planning and Execution:

    • Oversee the planning, execution, and completion of audit engagements.
    • Ensure compliance with auditing standards and regulations.
    • Review and approve audit reports and financial statements.
    • Stay current on changes in auditing standards and communicate updates to clients and staff.
  • Business Development:

    • Develop and execute strategies to grow the audit practice.
    • Participate in marketing and networking activities.
    • Represent the firm at industry events and.
  • Financial Management:

    • Manage the financial performance of the audit department.
    • Monitor budgets, billing, and profitability.
    • Ensure timely and accurate financial reporting.

Qualifications:

    • Bachelor’s degree in Accounting, Finance, or related field.
    • CPA certification required; additional certifications (MBA, LLM) preferred.
  • Experience:

    • Minimum of 10 years of experience in auditing, with a significant portion in a leadership role.
    • Proven track record of managing and leading an audit practice.
    • Extensive experience in client relationship management.
  • Skills:

    • Strong leadership and management skills.
    • Excellent communication and interpersonal abilities.
    • In-depth knowledge of auditing standards and regulations.
    • Strategic thinking and problem-solving skills.
    • Proficiency with audit software and technology.

Work Environment:

  • This position typically operates in a professional office environment.
  • May require extended hours during peak audit seasons.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement.

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Chief Financial Officer - To 170K - Chicago, IL - Job 3676B
The Symicor Group
chicago, il
Compensation: 153.000 - 187.000

Chief Financial Officer – To $170K – Chicago, IL – Job # 3676B

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our bank client is seeking to fill a Chief Financial Officer role in the Chicago, IL area. The position is responsible for overseeing the financial activities of the corporation, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth. This role will also oversee the Accounting and Finance Department, budget preparation, and audit functions as well as work with other department heads to monitor the financial results for each department and make recommendations.

The opportunity has a generous salary of up to $170K and a benefits package. (This is not a remote position).

  • Manage the Asset/Liability profile of the Bank and its Affiliates.
  • Supervise the Budgeting Process for the Bank and its Affiliates.
  • Lead the Liquidity Risk Management process of the Bank and serve as a member of the Asset/Liability Committee.
  • Generate and supervise the preparation of Asset/Liability, Budgeting and Risk Measurement reports for review by the Bank’s Management.
  • Supervise preparation of Call Reports and other periodic regulatory reports, as required.
  • Supervise monthly reconciliations of the Bank’s accounts and General Ledger.
  • Analyze the Bank’s loan portfolio and generate analytical reports on the portfolio’s composition, structure and income.
  • Monitor all Bank and Affiliate insurance policies including Administration and Placement of Blanket Bond, D&O, Property & Casualty and related policies.
  • Draft and annually review Bank policies and procedures relating to financial management, including market and liquidity risk management.
  • Assist in drafting financial communications to shareholders; private placement memoranda for prospective shareholders; regulatory responses and other items, as required.
  • Analyze the profitability of the Bank and the contribution of personnel to that profitability as part of the Incentive Compensation process.
  • Assist in the management of the Bank’s securities investment portfolio, including purchasing of investments.
  • Interface with the Bank’s and Affiliates’ external Audit firm in preparation of the Annual Financial Statements.
  • Interface with the Bank’s and Affiliates’ Audit firm in administration of the Internal Audit program, and lead the response and reporting process for internal audit reviews.
  • Assist with the Bank’s administrative and compliance functions.
  • Interface with the Bank’s Board of Directors and provide Board updates relating to the financial management of the Bank and its Affiliates, as required.
  • Assist the President in monitoring and overseeing the Bank’s Regulatory capital position and to ensure adherence to Basel III requirements.
  • Assist the Chairman and CEO and President on special projects, as assigned.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • A bachelor’s degree in Accounting or Finance or a related area is required; a Graduate Degree or CPA is preferred.
  • 10+ years of prior work experience in banking, accounting, or similar financial related field including experience operating in a highly regulated environment.
  • Experience with FDIC and other regulatory exams.
  • Proficiency in reading and analyzing financial statements in a regulated environment.
  • Experience with Microsoft Office products, particularly MS Excel as much of the analytical work critical to the job function is performed on Excel.
  • Makes prudent decisions that are timely, well thought out, and reflect awareness of the impact to the bank, its customers, and its employees.
  • Demonstrates professional judgement, consistency and strong attention to detail.
  • Superb facilitation, customer service, oral and written communication skills.
  • Ability to supervise others, make decisions and analyze data.

The next step is yours. Email us your current resume along with the position you are considering to:

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Controller, Manufacturing — Growth & Finance Leader
The Agency Recruiting
san francisco, ca
Compensation: 90.000 - 120.000
A prominent recruitment firm is seeking an experienced Controller to join a growing manufacturing company in San Francisco. This position focuses on financial reporting, budgeting, and strategic insights, with a potential path to a CFO role. Ideal candidates will have a strong background in manufacturing or distribution, along with leadership abilities. This is an excellent opportunity for career advancement in a dynamic environment.
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Private Markets Relationship Analyst (Contractor)
TEEMA Solutions Group
workfromhome, ny
Compensation: 1.000 - 10.000
A private capital ecosystem is onboarding Private Markets Relationship Analysts to manage relationships and facilitate investment opportunities. Analysts operate as independent contractors and earn transaction-based compensation. Ideal for professionals with visibility into real transactions and networked expertise in the private market. Compensation varies by deal size, with no caps on earnings for high engagement. This role offers a chance to monetize relationships without underwriting risks.
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Senior Tax Manager, CPA
CKH Group
atlanta, ga
Compensation: 90.000 - 120.000

Description:

CKH is seeking a Senior Manager, Tax Practice who is a talented CPA (Certified Public Accountant) with strong leadership values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.

We will trust you to:

  • Lead a team of tax preparers and planners with varying degrees of experience.
  • Coordinate, review, and sign state and federal tax returns, quarterly estimated payments, and annual report filings.
  • Apply functional knowledge to understand potential tax issues and participate in tax planning.
  • Perform process optimization analysis to determine the most efficient and effective means to execute upon client needs.
  • Act as Project Manager for special projects at the request of the leadership.
  • Manage, mentor, and train Tax Associates and Senior Tax Associates.
  • Manage IRS audit processes.
  • Develop and execute a scalable process for integrating acquired tax firms and applying a segmented client model to ensure an ideal client experience.
  • Other job duties as defined.

Requirements:

  • Degree in Accounting, Finance or Economics
  • Eight (8) or more years of experience preparing federal individual and business (S-Corp; Partnerships) tax returns with public account experience.
  • Five (5) or more years of management experience, with the demonstrated ability to grow and develop associates.
  • Experience completing complex returns (individual, trust, partnership).
  • Good MS Office skills, Intermediate to Advanced Excel skills
  • Familiarity with accounting software packages: Quickbooks - Certified Pro Advisor, ADP Payroll, Ultratax
  • Good communication skills with proactive, supportive and positive approach
  • Active CPA License

Benefits:

  • Competitive salary and benefits package including health insurance, vision & dental;
  • Company contribution to 401k
  • Experience in a wide range of accounting and financial services
  • Friendly office made up of enthusiastic, multinational staff
  • Continuous improvement & training.

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Senior Tax Practice Lead | CPA, Tax Strategy & Growth
CKH Group
atlanta, ga
Compensation: 90.000 - 120.000
A dynamic tax firm in Atlanta is seeking a Senior Manager for their Tax Practice. This role involves leading a team, managing tax returns, and requiring eight years of tax preparation experience along with a CPA license. The ideal candidate will exhibit strong leadership qualities and a proactive approach. Benefits include a competitive salary package and a positive, collaborative work environment.
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Senior Audit Partner & Practice Leader
The Agency Recruiting
san francisco, ca
Compensation: 150.000 - 200.000
A leading audit firm is seeking an experienced Audit Partner to oversee their audit practice in San Francisco. This senior position involves managing client relationships, leading an audit team, and ensuring compliance with auditing standards. The ideal candidate will have at least 10 years of auditing experience, CPA certification, and strong leadership skills. The firm offers competitive salary, performance-based bonuses, and a comprehensive benefits package.
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Remote Tax Director — Path to Partner
The Agency Recruiting
workfromhome, mo
Compensation: 120.000 - 180.000
A leading recruiting firm is seeking a Remote Tax Director to develop tax strategies and oversee compliance for a Los Angeles-based company. Candidates should have a strong background in tax strategy, client relationship management, and team leadership with a minimum of 7 years of relevant experience. The role offers a competitive salary, performance bonuses, and the opportunity for professional growth and partnership in a flexible remote work environment.
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Tax Director - Fully Remote
The Agency Recruiting
workfromhome, mo
Compensation: 120.000 - 180.000

Job Title: Remote Tax Director

Location: Remote (Company based in Los Angeles, CA)

Position Summary:

We are seeking a highly skilled and experienced Tax Director to join our dynamic and innovative team. This is a remote position, providing the flexibility to work from anywhere while contributing to a Los Angeles-based company. The ideal candidate will have a strong background in tax strategy, compliance, and leadership, with the ambition and potential to advance to a partner role. Business development skills/experience is required. A book of business is a huge plus.

Key Responsibilities:

  1. Tax Strategy and Planning:

    • Develop and implement comprehensive tax strategies to optimize client outcomes and minimize liabilities.
    • Provide strategic tax planning advice for business transactions, mergers, acquisitions, and other financial decisions.
    • Stay abreast of changes in tax laws and regulations, ensuring clients are informed and compliant.
  2. Tax Compliance and Reporting:

    • Oversee the preparation and review of complex federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
    • Ensure accurate and timely filing of all tax returns and related documents.
    • Conduct thorough tax research to resolve complex issues and provide well-supported recommendations.
  3. Client Relationship Management:

    • Serve as the primary point of contact for key clients, offering expert advice and exceptional service.
    • Build and maintain strong client relationships, identifying opportunities for additional services and growth.
    • Represent clients during tax audits and disputes, providing expert support and advocacy.
  4. Team Leadership and Development:

    • Lead and mentor a team of tax professionals, fostering a culture of excellence and continuous improvement.
    • Provide training and development opportunities to enhance team members' skills and knowledge.
    • Collaborate with cross-functional teams to ensure seamless service delivery and knowledge sharing.
  5. Path to Partner:

    • Demonstrate leadership, innovation, and business development skills to contribute to the firm's growth and success.
    • Participate in strategic planning and decision-making processes at the executive level.
    • Develop and execute a plan for professional growth, with a clear path to becoming a partner within the firm.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field (Master’s degree or CPA preferred).
  • Minimum of 7 years of experience in tax strategy, planning, and compliance.
  • Proven track record of success in a senior tax role, with leadership experience.
  • Expertise in tax software and technology.
  • Comprehensive knowledge of federal, state, and local tax laws and regulations.
  • Exceptional analytical, problem-solving, and organizational skills.
  • Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
  • High level of integrity and professionalism.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Generous paid time off and holidays.
  • Professional development and continuing education opportunities.
  • Path to partnership with clear growth and advancement potential.
  • Flexible, remote work environment.

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Mainframe Programmer Analyst
Maganti IT Resources LLC
raleigh, nc
Compensation: 80.000 - 110.000

Job Description

Mainframe Programmer Analyst with one of our direct clients in Raleigh, NC. The position will initiate as a 12+ month contract position that may be extended based on need, budget, and individual's fit within the department. The manager highly prefers a local candidate, but is open to candidates in the area that are able to complete a face‑to‑face interview.

The ideal candidate will have experience in the public sector, preferrably State or Local Government.

Role responsibilities

  • Understand how to create test cases for QA
  • Proven ability to navigate large organizations to drive communications.
  • Analyze, define, and document requirements for data and business processes
  • Design, document, and coordinate desired changes to legacy modules
  • Document the program and project deliverables as assigned
  • Analyze and estimate feasibility and compatibility with other programs and projects
  • Provide quality control for project deliverables

Must Have

  • Minimum of 10 years of experience in corporate or government as programmer analyst.
  • Minimum of 5 years of experience exposing CICS and COBOL programs as web services via CICS Transaction Server (CTS) and/or CICS Transaction Gateway (CTG)
  • Proven experience in programming techniques, programming languages in the mainframe environment.
  • Proven knowledge of principles and techniques of computer programming, testing, debugging, implementation and documentation.
  • Proven experience with analysis and design.
  • Excellent communication skill (written, verbal, presentations)
  • Excellent organization, analytical, planning and scheduling skills
  • Ability to resolve highly complex problems.
  • Proven experience with financial processes analysis and modification.
  • Self‑starter who can work with a large and diverse team of business, management and IT individuals.
  • Demonstrated experience working with large project teams.
  • Microsoft Suite experience (e.g., Word, Excel, PowerPoint), COBOL, CICS, TSO, MVS JCL, ENDEVOR, CA Tools, SQL, DB2 and VSAM.

Preferred

  • Experience with State or county government
  • Secure Socket Layer (SSL) Experience
  • Experience with Enterprise Level Application Development spanning two or more business areas

Additional Information

Please respond with updated resume and covering letter with few sentences how you meet each Requested Qualification referring your earlier projects.

Highlight ( bold ) required skills in the body of the resume to easily match years of experience to required skills to prevent them from being rejected.

3 references are must with the resume.

Please note that our client does allow Skype/remote interviews. However they reserve the right to require an in‑person interview. In‑person interview will keep the candidate above all.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Contact Ph # for further information.

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U.S. Private Bank – Private Banker – Managing Director
JPMorgan Chase & Co.
denver, co
Compensation: 150.000 - 250.000

Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills

  • Fifteen plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf

Preferred qualifications, capabilities and skills

  • Proactive, takes initiative, and uses critical thinking to solve problems
  • MBA, JD, CFA, or CFP preferred
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. We also offer a range of benefits and programs to meet employee needs, such as health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

EEO Statement

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

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Hybrid Private Markets Analyst – Fast-Track to Buy-Side
TEEMA Solutions Group
new york, ny
Compensation: 140.000 - 185.000
A private equity recruitment platform in New York is seeking a Private Markets Junior Analyst to support investment teams in deal evaluation, financial modeling, and due diligence across a variety of sectors. The ideal candidate will be an early-career professional with a strong analytical mindset and proficiency in Excel. This position offers hands-on exposure to real investment activities and contributes to the development of skills in private equity and strategic finance. The role includes drafting investment materials and assisting in portfolio performance tracking.
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Tax Director
The Agency Recruiting
orlando, fl
Compensation: 120.000 - 150.000

Our client is currently seeking a Tax Director to lead the organization’s tax preparation and advisory services. This role involves overseeing the preparation of tax returns, ensuring compliance with all relevant tax regulations, and providing strategic tax advice to clients and senior management relating to advisory services, forensics, and long-term tax planning. The ideal candidate will have extensive experience in tax planning and be adept at navigating complex tax issues.

Key Responsibilities:

  • Tax Preparation: Oversee the preparation and timely filing of all federal, state, and local tax returns for individuals and businesses, ensuring accuracy and compliance with applicable laws.

  • Tax Advisory Services: Provide expert tax advice to clients and internal stakeholders on tax planning strategies, including deductions, credits, and compliance issues to minimize liabilities.

  • Client Management: Build and maintain strong relationships with clients, understanding their needs and providing tailored tax solutions. Conduct client meetings and presentations to communicate findings and recommendations.

  • Regulatory Compliance: Monitor changes in tax laws and regulations, ensuring that the organization and its clients remain compliant. Develop strategies to adapt to new tax regulations.

  • Audit Support: Lead the response to tax audits and inquiries, collaborating with external auditors and tax advisors as necessary to resolve issues.

  • Research and Analysis: Conduct thorough research on complex tax matters and prepare detailed analyses to support strategic decisions.

  • Team Leadership: Manage and mentor the tax preparation team, fostering a collaborative environment. Provide training and guidance to enhance team capabilities.

  • Reporting: Prepare and present comprehensive tax reports to senior management and clients, providing insights into tax positions and strategies.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced degree preferred.

  • Minimum 10 years of experience in tax preparation and advisory services, preferably in a corporate or public accounting environment.

  • In-depth knowledge of federal, state, and local tax laws and regulations.

  • Excellent analytical, problem-solving, and organizational skills.

  • Strong leadership and communication skills, with the ability to influence stakeholders at all levels.

  • Proficient in tax software and Microsoft Office Suite.

In this pivotal role, the Tax Director will significantly impact the organization’s financial success by providing expert guidance on tax strategies and ensuring compliance with ever-evolving regulations. If you are a proactive leader with a passion for tax preparation and advisory services, we invite you to apply for this role. We look forward to receiving your application and exploring how you can play a key role in shaping our client’s tax strategy.

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Tax Practice Leader
The Agency Recruiting
san francisco, ca
A leading recruitment agency in San Francisco is searching for a Tax Partner to oversee the firm's tax practice. This senior executive role will involve managing a tax team, driving strategic planning, and ensuring compliance with tax regulations. Ideal candidates will have a Bachelor's degree in Accounting or Finance, CPA certification, and a minimum of 10 years of experience in tax consulting. Excellent communication skills and the ability to build client relationships are essential.
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Chief Financial Officer
Gilman Partners
olde west chester, oh
Compensation: 150.000 - 250.000

  • Are you a successful accounting and finance leader with experience in the manufacturing, logistics, or services industries?
  • Do you enjoy being a strategic leader partnering with the executive team to steer financial and operational aspects of an organization?
  • Are you an entrepreneurial problem solver who works with a sense of urgency and builds healthy relationships with peers and partners?

ABOUT THE ORGANIZATION

Crescent is a leading, fifth-generation, family-owned supply chain partner headquartered in West Chester, Ohio. With a legacy spanning more than 170 years, Crescent has evolved into a nationally recognized provider of contract packaging, parts fulfillment, and integrated logistics solutions, serving many of the world’s most respected consumer brands. The company delivers end-to-end capabilities that extend from the production line to the retail shelf—combining primary and secondary packaging, promotional assembly, warehousing, distribution, and transportation into a seamless, value-driven offering. Crescent’s flexible, multi-client operating model and engineered solutions allow it to tailor services to the unique needs of each customer, driving efficiency, scalability, and cost optimization.

At the heart of Crescent is a deeply rooted commitment to people and customers. The organization is built on a philosophy often referred to The Crescent Way— a mindset centered on continuous improvement, operational excellence, and long-term partnership. By investing in its workforce and fostering a culture of accountability and innovation, Crescent strengthens the competitive advantage of its customers while creating meaningful growth opportunities for its employees. Today, Crescent operates a national network supporting a diverse set of industries, including food and beverage, health and beauty, and consumer goods. Known for its high-touch service model and commitment to quality, Crescent serves as a trusted extension of its clients’ supply chains—delivering reliable execution in increasingly complex and dynamic market environments.

This role is onsite at the corporate office in West Chester, Ohio.

WHAT YOU’LL BE DOING

As a member of the executive leadership team, the CFO will serve as a guardian of the Crescent Way, ensuring that financial strategy, operational execution, and cultural alignment work together to drive long-term success. Key responsibilities include the following:

  • Lead all financial operations while ensuring alignment with Purpose, Process, and People. This includes the accounting function to ensure the timely and accurate recording and reporting of business transactions and financial results. Ensure quality and integrity in all financial reporting, controls, and compliance efforts—’Do It Right.’
  • Champion a culture of safety by ensuring all financial decisions align with risk management and ‘Do It Safe’ principles.
  • Drive productivity through continuous improvement, automation, and efficient use of resources—’Do It Well.’
  • Drive strategic planning and execution of the Annual Strategic Plan with a focus on sustainable growth.
  • Provide strategic leadership for Crescent’s tax strategy, including corporate, transactional, and ownership-related tax considerations.
  • Partner with external tax advisors to optimize tax outcomes related to ongoing operations, capital structure, mergers and acquisitions, divestitures, executive compensation, and equity-based incentive programs, while ensuring alignment with family ownership objectives and long-term value creation.
  • Lead financial modeling, ROI analysis, and support for RFPs and new business opportunities.
  • Lead strategic partnerships with Bankers, Accounting firm, insurance, and any compliance/governance firm financially related to the company.
  • Oversee M&A strategy, including evaluation, due diligence, and integration alignment with Crescent standards.
  • Partner with operational leaders to improve KPI performance across Safety, Quality, Productivity, People, Customer Value, and Financial metrics.
  • Provide executive oversight of IT to ensure secure, forward-looking, and value-driven technology investments.
  • Build, develop, and lead high-performing teams, ensuring the right people are in the right seats.
  • Align and optimize all resources to meet or exceed annual financial and budget targets.
  • Provide financial leadership and oversight related to the broader ownership structure, including coordination with the family office, and estate/trust advisors to support long-term ownership, liquidity, and succession objectives.
  • Interact with Crescent’s fiduciary Board of Directors for Crescent’s financial plans.
  • Ensure all company stakeholders have the tools, resources, and understanding needed to leverage systems and vendors/suppliers in alignment with financial objectives.

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

  • Bachelor’s degree in accounting or finance required; MBA and/or CPA preferred.
  • 10+ years of progressive financial leadership experience.
  • Experience in operationally intensive industries such as manufacturing, logistics, or services preferred.
  • Demonstrated ability to lead teams and drive cultural alignment.
  • Strong knowledge of GAAP, financial planning, and operational finance.
  • Experience supporting growth, transformation, or M&A environments preferred.

KEY PERSONAL ATTRIBUTES

  • Embodies the Crescent Way: Purpose-driven, process-oriented, and people-focused.
  • Leads with integrity and a commitment to ‘Do It Right, Do It Safe, Do It Well’.
  • Strong communicator and relationship builder across all levels.
  • Balances strategic thinking with hands-on execution.
  • Drives accountability, performance, and continuous improvement.
  • Resilient, adaptable, and energized by a fast-paced environment.

THE PAYOFF:

  • Collaborate with a talented and enthusiastic leadership team.
  • Watch your efforts positively impact the company’s growth and success.
  • Receive a competitive salary, bonus, and full benefits package. This position is also eligible for the key executive phantom stock plan. Benefits include vacation, 401(k), and health, dental, and vision insurance.

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