Jvt Advisors Jobs in Usa

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• Job Identification 210597944
  
• Job Category Client Advisory
  
• Business Unit Asset & Wealth Management
  
• Posting Date 02/11/2025, 09:31 PM
  
• Locations San Francisco, CA, United States
  
• Job Schedule Full time
  

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

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• 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

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• Six plus years of work experience in Private Banking or Financial Services
  
• Bachelor’s Degree required
  
• Series 7, 66 and Insurance 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

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• MBA, JD, CFA, or CFP preferred
  
• Proactive, takes initiative, and uses critical thinking to solve problems
  
• 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
  

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. Visit ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Accounting Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Director at CrossCountry Consulting you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team.

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• Drive client engagements to successfully plan and complete intricate transactions, encompassing mergers and acquisitions, IPOs, with specialized focus on carve-outs and divestitures
  
• Leverage your financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance, to support clients in navigating diverse financial accounting and reporting considerations related to transactions
  
• Collaborate across Accounting Advisory functions to provide versatile support during "off-market" periods, ensuring seamless assistance for other accounting advisory offerings while maintaining focus on primary transactional responsibilities
  
• Actively participate in business development opportunities and market a full range of services to prospective clients including using existing relationships to generate new opportunities
  
• Collaborate with both CrossCountry and client teams to address business obstacles, offering insightful solutions and creating impactful deliverables
  
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
  
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
  
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues
  
• Identify key industry developments and trends and articulate the potential impact on clients
  
• Play an active role in attracting, interviewing, hiring, and retaining top talent
  

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• 15+ years prior experience in professional services (public accounting, advisory firm, or management consulting firm)
  
• Expertise leading clients and providing guidance through IPO readiness assessments and execution of IPOs process including timeline and reporting requirements
  
• Deep expertise drafting all financial sections in the registration statement and responding to SEC comments; preparing technical accounting memos, guiding client through PCAOB uplift
  
• Serve as a leader or co-leader in the IPO working group including all third-party advisors (bankers, attorneys, auditors) and with executive leadership and board
  
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
  
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
  
• Strong project management skills including cross-functional experience, external audit liaison, and working group
  
• Experience mentoring and developing junior team members
  
• Consistent success in building and developing strong client relationships
  

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• CPA or CA certification preferred
  
• Bachelor’s degree in Accounting, Finance, or related field
  

$230,000 - $400,000 a year

For applicants located in Chicago and California, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range considers a wide range of factors, including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $230,000 - $400,000 per year + annual bonus + additional benefits.

For applicants located in San Francisco, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range considers a wide range of factors, including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $230,000 - $400,000 per year + annual bonus + additional benefits.

#LI-Hybrid

#LI-BW1

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

INSCAPERS is a London-founded digital marketing powerhouse now expanding into the United States. With a rapidly growing global presence, we partner with high-growth startups, enterprises, and legacy brands to deliver results-driven digital strategies. As we enter the U.S. market through our San Francisco office, we are building a finance function from the ground up—one that reflects global standards, ensures financial integrity, and scales alongside our ambitions.

We are looking for a Finance Lead who operates at the level of a CFO. This role is not just about managing numbers—it's about building a robust financial infrastructure for a global company, leading strategic decision-making, and ensuring airtight compliance in one of the world’s most regulated markets. You’ll be responsible for designing and implementing financial systems, managing risk, and driving profitability, while serving as the financial backbone of our U.S. expansion.

• Design and execute a full financial strategy for the U.S. entity—including cash flow planning, working capital management, forecasting, and budgeting aligned to business goals.
• Build and manage all internal finance operations: cost structures, revenue recognition, capital expenditure tracking, and ROI models.
• Establish and enforce rigorous financial controls, audit protocols, and governance standards in accordance with U.S. GAAP, IRS regulations, and state-specific tax laws.
• Oversee all regulatory filings, federal and state tax compliance, and coordination with legal and compliance advisors.
• Lead the selection and implementation of enterprise-grade financial software (e.g., NetSuite, Oracle, or QuickBooks Advanced) and internal reporting frameworks.
• Collaborate directly with leadership to analyze P&L performance, forecast earnings, support pricing strategy, and steer capital allocation.
• Handle cross-border finance coordination, including transfer pricing policy, intercompany accounting, and multi-currency consolidation with the UK head office.
• Serve as the lead liaison for external auditors, banks, investors, and M&A due diligence partners.
• Deliver real-time financial dashboards, monthly board-ready financial packages, and executive-level insights.
• Advise on company structuring, funding options, tax optimization strategies, and long-term fiscal sustainability.

• 10+ years of progressive finance experience, with 5+ years in a senior leadership capacity at a multinational company, digital agency, or high-growth professional services firm.
• CPA (Certified Public Accountant) required. MBA in Finance, CFA designation, or Big Four background is strongly preferred.
• Demonstrated experience establishing finance operations in the U.S. for a foreign entity or startup entering a regulated market.
• Deep expertise in U.S. GAAP, ASC 606 revenue recognition, Sarbanes-Oxley principles, and compliance with multi-state tax and labor regulations.
• Proven success in building financial teams, implementing enterprise accounting systems, and optimizing cash burn and unit economics.
• Advanced skills in financial modeling, scenario planning, and KPI analysis with Excel, Power BI, or Tableau.
• Experience managing international banking, currency risk exposure, and intercompany reconciliation.
• Exceptional stakeholder management skills, with experience advising executive leadership and boards.
• Strong business acumen, risk management capabilities, and a track record of supporting strategic growth and fundraising initiatives.
• Must be based in or willing to relocate to San Francisco. U.S. work authorization is required.

If you're a finance leader who thrives in complexity, builds systems that scale, and brings rigor to every line item, we want to hear from you. Apply by filling out the form on the right.

Submit a detailed resume and a cover letter outlining your experience establishing financial operations, leading compliance in the U.S., and supporting high-growth business environments. Finalists will be invited to complete a financial strategy case study and panel interview with our executive team.

At INSCAPERS, we don’t just build brands—we build companies. Join us and help lead the financial foundation of our next global chapter.

Level: Experienced

Job Location: Chicago Office - Chicago, IL 60606

Salary Range: $175,000.00 - $200,000.00 Salary/year

Cresset is a firm built by clients, for clients. As an independent, award‑winning multi‑family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single‑family offices and institutions. Our approach is personalized, entrepreneurial, and client‑first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work, Cresset is guided by long‑term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset is seeking a Director of Tax Strategy to join our Tax Strategy team. This is a high‑impact, client‑facing advisory role focused exclusively on sophisticated income tax planning for ultra‑high‑net‑worth (UHNW) individuals and families. As a senior member of the team, the Director will design and implement advanced tax mitigation strategies that integrate with clients’ broader estate, investment, and philanthropic objectives.

This is a purely advisory position, with no responsibility for client tax return preparation or compliance work. The Director will engage directly with Cresset’s most complex clients, their family offices, external advisors, and internal stakeholders to provide deep technical insights and strategic guidance across a wide range of income tax matters. Areas of focus will include individual, trust, and pass‑through entity taxation; planning for concentrated stock positions and equity compensation; and structuring family offices and closely held businesses.

Beyond technical expertise, the ideal candidate will bring a collaborative and entrepreneurial mindset, with a passion for building and scaling a best‑in‑class tax strategy offering. This role offers the opportunity to shape the evolution of the team’s capabilities, contribute to thought leadership, and elevate the client experience. The Director will report directly to the Managing Director, Head of Tax Strategy, and will be instrumental in shaping the long‑term vision and growth of the tax practice within a dynamic and fast‑growing organization.

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• Conduct in‑depth research and analysis of individual, trust, partnership, and corporate income tax issues relevant to UHNW clients.
  
• Evaluate clients’ existing entity structures, including family limited partnerships and LLCs, to identify planning opportunities and risks.
  
• Design and assess advanced income tax planning strategies, philanthropic planning, and planning for concentrated stock positions, incentive benefits, non‑qualified stock options (NQSOs), incentive stock options (ISOs), and restricted stock.
  
• Build and review complex spreadsheets to model cash flows and income tax consequences of current and proposed planning strategies.
  
• Independently review planning documents (e.g., deal structures, operating agreements, equity compensation plans) and provide strategic feedback and recommendations.
  
• Translate complex tax and planning concepts into actionable insights for clients, helping them understand their options and make informed decisions.
  
• Work closely with internal estate planning attorneys and other specialists to deliver integrated, high‑impact tax strategies.
  
• Leverage your professional network to raise the profile of Cresset Capital in the UHNW market, particularly among attorneys, accountants, and other centers of influence.
  

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• JD or CPA required
  
• Additional advanced degrees or certifications preferred (LLM, MS in Tax, CFA, MBA)
  
• 8+ years of experience at a law firm, accounting firm, or in‑house tax department; wealth management or family office experience strongly preferred.
  
• Significant experience working with UHNW clients and family offices
  
• Deep knowledge of personal, trust, partnership, and corporate income tax disciplines
  
• Expertise in family entities, wealth transfer planning, philanthropic strategies, and executive compensation planning
  
• Strong modeling skills using Excel or similar tools to analyze tax and cash flow implications
  
• Skilled at working with a high degree of autonomy, setting priorities, and managing deadlines
  
• Strong project coordination and organizational skills
  
• Collaborative team player with excellent interpersonal and communication skills
  
• Enthusiastic, polished, poised, and professional demeanor
  
• Self‑motivated and proactive, with a passion for delivering exceptional client service
  

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $175,000 - $200,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full‑time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long‑term disability insurance, voluntary critical and accident insurance, and pre‑tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women’s, men’s and kid’s apparel, accessories, entertainment and beauty. Centric Brands is focused on our customers and our brands that will drive the company’s future growth. We are defined by innovation as we seize new opportunities and thrive in an environment informed by creativity and thinking that is both analytical and outside the box. Centric Brands reflects a team built on respect, for others and for the hard work it takes to achieve our goals and build our bright future together.

Position Description:

TheVice President, Income Taxis a strategic role responsible for all areas of our income tax function, including domestic and foreign income tax planning and research, compliance with tax laws and regulations in all jurisdictions in which we operate, transfer pricing and application of ASC 740. The Vice President, Income Tax will work closely with international finance personnel, Financial Planning, Treasury, Legal and Business Development and would play a key role in tax planning around potential mergers and acquisitions. This individual will be required to develop an intimate knowledge of the Company’s business and serve as a team player. Leadership, communication, ability to influence and collaboration with cross-functional teams and third-party consultants will be key to driving effectiveness in this key area.

Impact & Contribution:

Contributions are expected to include:

• Enhancing financial processesto be more efficient and effective, leading to reduced cash tax obligations, a shorter financial close and more accurate projections.
• Implementing best practicesto elevate strategic partnership and drive rigor around legal entity reporting and intercompany transactions.
• Optimizing use of the Company’s income tax co-source partner.
• Building strong partnershipsthroughout Finance and Legal.

Responsibilities:

Income Tax Accounting and Reporting:

• Coordinate with FP&A and Treasury to maintain quarterly tax schedules and reporting.
• Manage the preparation and review of the income tax provision; effectively communicate results to senior management and from time to time, the Audit Committee.
• Respond to all inquiries concerning income tax accounting matters.
• Support the review of income tax accounting and returns by the Company’s auditors.
• Maintain and improve internal controls and support reviews / testing with Internal Audit.
• Prepare all income tax disclosures in audited financial statements.
• Execute all monthly close activities, including account analyses and reconciliations.

Income Tax Planning:

• Perform tax planning that minimizes the Company’s cash taxes and effective income tax rate; effectively manage the Company’s tax attributes.
• Proactively investigate any opportunities for federal, state and local tax incentives.
• Support the Company’s efforts in major business initiatives and transactions.
• Drive realization of the Company’s tax strategies, including appropriate involvement of Finance, Legal, and other internal constituents and external advisors.
• Maintain readiness for new legislation and changes in tax laws, such as Pillar II.

Income Tax Compliance and Examinations:

• Work with international finance team members to maintain and actively manage a global income tax compliance calendar, ensuring all deadlines are met.
• Ensure accurate and timely filing of all income tax returns / extensions and timely remittance of estimated payments.
• Manage tax examinations and investigate and resolve tax notices received.
• Oversee compliance with foreign withholding and reporting.

Transfer Pricing and Intercompany:

• Oversee all aspects of the Company’s transfer pricing, including required reports and analyses and quarterly journal entries.
• Work with Treasury to settle intercompany balances and to ensure appropriate funding to international subsidiaries.
• Reply to local requests and inquiries related to transfer pricing documentation.

Other:

• Provide leadership and guidance to team members.
• Execute ad-hoc projects, such as legal entity rationalization.
• Maximize effectiveness of relationship with income tax co-source service provider.

• BS in Accounting required; master’s degree in tax preferred; CPA required.
• Minimum 18+ years of relevant tax experience (including a combination of public accounting and corporate tax experience).
• Retail and / or consumer products background.
• Prior experience and expertise in domestic and international taxation, including income tax accounting, compliance and transfer pricing.
• Subject matter expert in income tax accounting principles and book/tax differences.
• Proven track record of creating and managing income tax functions.
• Prior experience in managing small teams in a matrix organization.
• Ability to work in a fast-paced environment.
• Proven track record of driving process innovation and improvement.
• Familiarity with consolidation and financial reporting systems and processes.
• Experience with tax accounting software, such as OneSource, is a plus.
• Proficient in MS Excel.

Attributes:

• Excellent analytical and decision-making skills.
• Superb communicator and respectful educator of others; able to translate tax rules and concepts into clear information.
• Ability to mentor and develop staff, a self-starter and team player.Exhibits credibility when representing the Company in tax matters, presents a positive, persuasive and professional presence.
• Excellent collaboration skills; persuasive; experience working with cross-functional teams; ability to find common ground with stakeholders.
• Strong strategic thinking and leadership abilities, yet hands-on and detail oriented.Confident presenter to senior management and boards.
• Strong work ethic and value system, high degree of integrity.
• Questions the status quo; consistently seeks to elevate performance.

In return, we provide an industry-competitive salary, along with a comprehensive benefits plan (medical, dental, vision) that includes a matching 401(k), Summer Fridays, generous PTO, merchandise discounts, excellent career development opportunities, and a work environment that reflects our industry leadership. Our social impact program, Centric Cares, focuses on volunteerism to make a difference in communities we live and work in and our D&I committee is shaping the future of diversity, equity and inclusion at Centric Brands though workshops, resources and inspiring conversation.

Salary Range: $230,000 - 290,000

At Centric Brands, we believe our people are our greatest asset, and we seek to structure competitive compensation offers to ensure that we are able to attract and retain the best talent. Our job postings include an annual base salary range at the time of employment. The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Base salary is a part of a total compensation package, which, depending on the position, may also include commission earnings, annual bonus and other Centric Brands sponsored benefit programs.

Be part of our growing community by getting involved with groups, teams and initiatives like Be Green, Be Giving, and Be Celebrated.

Centric Brands is an Equal Opportunity Employer

Please note that Centric Brands will only reach out to interview, make an offer of employment or conduct onboarding activities for candidates who have applied through our careers site. When interviewing for a position, the candidate experience will include live interaction, such as a video conference or telephone call, with a Recruiter and/or company employee(s). We will never ask for any money or payments from applicants at any point in the recruitment process. Be aware of suspicious recruitment activity. If you think you are a victim of an employment scam, you may contact your local law enforcement agency and/or visit the Federal Trade Commission website here: LI-Hybrid

#LI-KG1

The President and CEO role at a philanthropic organization serves as a catalyst for positive change, strategically engaging donors and partners to enhance the common good and create a better region.

The client focuses on regional issues while offering grantmaking counsel and facilitating impactful grants and scholarships.

The President and CEO will lead initiatives that advance strategic objectives in growing legacy philanthropy.

This role involves close collaboration with staff, Board members, fund advisors, estate planning professionals, community leaders, nonprofits, and funding partners.

The ideal candidate should possess high energy and integrity, with a history of innovative practices that attract resources and expand investor relationships.

Key attributes include financial and technological savviness, intellectual curiosity, and cultural awareness, with a proven ability to strengthen community relationships.

Candidates should exhibit strong strategic thinking and problem-solving skills necessary to address complex challenges and facilitate organizational growth.

A deep commitment to community service and a comprehensive understanding of regional needs are essential.

**Head of Corporate Development Private Equity-Backed Healthcare IT Company**

**Position Summary:** Our client, a leading private equity-backed healthcare IT company, is seeking a highly experienced and strategic Head of Corporate Development. This role will be pivotal in driving the company's growth through mergers, acquisitions, and strategic partnerships. The successful candidate will lead the identification, evaluation, and execution of acquisition opportunities and will work closely with executive leadership to align these endeavors with the company's long-term strategic objectives.

**Key Responsibilities:** The Head of Corporate Development will oversee all aspects of the acquisition process, from sourcing deals to negotiation and integration. This includes conducting thorough market analysis to identify potential acquisition targets, performing financial modeling and valuation assessments, and structuring deal terms. The role also involves working cross-functionally with legal, finance, and operational teams to ensure seamless integration of acquired entities. The individual will also be responsible for managing relationships with investment banks, advisors, and other stakeholders.

**Qualifications:** The ideal candidate will have extensive experience in corporate development, investment banking, or private equity, particularly within the healthcare or technology sectors. Strong analytical and negotiation skills are essential, along with a proven track record in leading successful MandA transactions. Excellent communication and leadership abilities are required to effectively collaborate with internal teams and external partners. An MBA or relevant advanced degree is highly desirable. This opportunity is ideal for a strategic thinker with a passion for growth and innovation in the healthcare IT industry.

The Vice President of Finance position, reporting directly to the Chief Executive Officer, offers a substantial role in shaping the financial and operational strategies of the client.

The VP will act as both a strategic advisor and a hands-on leader, ensuring that the financial health of the client robustly supports its mission of defending America's outdoor heritage.

This position requires strong collaboration with the Development Operations team to maintain a transparent and synergistic relationship between Finance and Membership and Development efforts.

The goal is to ensure the integrity of financial reporting and bolster confidence in the finances across all departments, ensuring that resources align with the clients strategic objectives.

Key responsibilities include overseeing all financial management operations, such as budgeting, accounting, payroll, and reporting, for both the client and its foundation.

The VP of Finance will be tasked with developing financial forecasting models to aid long-term planning and cash flow management, as well as preparing financial reports for leadership and the Board.

The role involves close partnership with the Development Operations team to enhance the alignment and confidence between financial reporting and fundraising data.

Additional responsibilities include managing relationships with banks, auditors, and investment advisors to ensure strong fiscal stewardship and transparency.

The role also encompasses operational and administrative leadership duties, such as leading annual audits and ensuring compliance with legal and regulatory requirements.

There is an emphasis on continuously improving financial systems to boost efficiency and data quality, monitoring financial performance against budgets, and addressing any variances proactively.

Additionally, the VP will oversee HR functions to ensure alignment with the client's culture, policies, and benefits while fostering a workplace emphasizing collaboration and accountability.

The professional qualifications for this role include a Bachelor's degree in Business, Accounting, or Finance, with a preference for a Master's degree or CPA, alongside at least 10-12 years of progressive nonprofit financial management experience and proven success in financial strategy and oversight.

TheDigital Assets Tax Senior Managerassists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations now engaging with crypto/blockchain solutions. In this role, the Digital Assets Tax Senior Manageris charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition,the Digital Assets Tax Senior Manager isa critical member of the office / region leadership team and actively participates in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

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• Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
  
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  • Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible
    
  • Ensures all data needed to comply with filing requirements are collected
    
  • Identifies and properly communicates missing items to prepare return
    
  • Utilizes Firm compliance software to maximize efficiency in tax prep process
    
  
  
  
• Collaborates with Principals, Tax Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
  
• Delivers high quality federal, state, and international tax compliance services
  
• Leads complex engagements with a team of tax professionals
  
• Manages the engagement including billing, collections, and the budget for projects
  
• Builds and manages client relationships
  
• Ensures/Documents client work and conclusions in the client tax file
  

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• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  
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  • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
    
  • Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
    
  • Involves firm specialists, as appropriate
    
  
  
  

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• Assists with identifying, developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
  
• Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients’ tax objectives
  
• Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization
  

Other duties as required

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• Manages teams of Managers, Tax Seniors, and Associates
  

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• Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
  
• Master’s Degree in Accounting or Taxation, preferred
  

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• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
  
• Prior supervisory experience, required
  
• Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporation engaging with crypto/blockchain solutions, preferred
  

• 
  
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
  
• Possession of other professional degrees or certifications applicable to role, preferred
  

• 
  
• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
  
• Experience with tax research databases, preferred
  
• Proficient in tax compliance process software, preferred
  

• 
  
• Superior verbal and written communication skills
  
• Ability to effectively delegate work as needed
  
• Strong analytical, research and critical thinking skills as well as decision-making skills
  
• Capacity to work well in a team environment
  
• Capable of developing and managing a team of tax professionals
  
• Ability to compose written tax advice
  
• Capable of effectively developing and maintaining client relationships
  
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
  

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range: $146,000 - $200,000
Massachusetts Range: $185,000 - $205,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• 
  
• Welcoming diverse perspectives and understanding the experience of our professionals and clients
  
• Empowering team members to explore their full potential
  
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  
• Focus on resilience and sustainability to positively impact our people, clients, and communities
  

*Benefits may be subject to eligibility requirements.

• 
  
• Locations 15 One International Place, Boston, MA, 02110, US
  

Stamford, CT, United States and 4 more

Job Summary:

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.

Job Duties:

• Research
  • Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics
  • Analyzes researched facts and the sources utilized
  • Prepares studies of tax implications and outlines alternative courses of action to clients
  • Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters
• Tax Compliance
  • Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens
  • Manages engagements to ensure engagement metrics are achieved
  • Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings
• Tax Consulting
  • Handles all inquiries from federal and state agencies regarding all tax issues and questions
  • Drafts responses to examiner questions and challenges
  • Monitors implementations of work plans for tax consulting projects
  • Provides recommended solutions by combining tax knowledge and knowledge of business / industry
• Tax Controversy
  • Represents clients before any tax authority on contested issues
  • Responds to all questions from federal or state agencies
• Acts as industry expert in SALT
• Identifies cross-selling opportunities with other tax specializations
• Manages SALT services provided to assigned clients
• Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice
• Accounting for Income Taxes – SFAS109
  • Prepares tax accrual workpapers
• ASC740-10
  • Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
  • Recognizes, measures and documents financial benefits to clients
• Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
• Participates in relevant industry groups
• Leads marketing campaigns and external SALT initiatives
• Other duties as required

Supervisory Responsibilities:

• Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
• Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software
• Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff
• Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting or other relevant field required
• Master’s degree in Accounting, Taxation or other relevant field preferred
• Juris Doctorate preferred

Experience:

• Ten (10) or more years of prior SALT experience required
• Prior experience supervising tax professionals on a project or engagement basis required
• Prior experience preparing and/or reviewing tax provisions high preferred
• Prior experience with corporate taxation, consolidations and partnerships preferred

License/Certifications:

• CPA certification or other relevant certification preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
• Exposure to and familiarity with standard tax applications and research tools preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
• Advanced knowledge of sources of relevant information utilized in tax filings
• Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

• Locations 1055 Washington Blvd, Stamford, CT, 06901, US 626 Washington Pl, Pittsburgh, PA, 15219, US 1801 Market Street, Philadelphia, PA, 19103, US One Bush Street, San Francisco, CA, 94104, US 15 One International Place, Boston, MA, 02110, US

Location: Barnes-Jewish Hospital (Downtown Location)

Start Date: Mon. June 15th 2026

Eligible Candidates: Spring 2026 Nursing Graduates

Shift: Nights

The Graduate Nurse Expedition Program at Barnes-Jewish Hospital is a unique, rotational opportunity designed for newly graduated nurses who are exploring which nursing specialty best fits their long-term career goals. This program allows graduate nurses to gain hands-on experience across multiple specialty medical-surgical units during their first year of practice, providing valuable exposure, skill development, and career clarity.

The Expedition Program is only offered at Barnes-Jewish Hospital and is the only program of its kind within the BJC HealthCare organization.

Program Structure:

• Program will span the first year of employment post-graduation with three different unit rotations for four-months each.
• Participants will be paired 1:1 with a preceptor and utilize the 12 week graduate nurse onboarding pathway during their first rotation.
• Rotations occur across specialty med/surg units
• Program is designed to support progrssional growth, confidence, and informed specialty selection

**Please note: This program does not offer rotations to Women and Infants, ICU, OR or ED floors.**

Qualifications:

• Graduation from an accredited nursing program with a Spring 2026 completion date

• Eligible for Graduate Nurse status with plans to obtain RN licensure per Missouri requirements

• Strong interest in exploring multiple specialty medical-surgical areas

• Excellent communication, teamwork, and critical-thinking skills

• Willingness to rotate units every four months during the first year of employment

Why Choose Barnes-Jewish Hospital’s Expedition Program?

• Unique opportunity to explore multiple specialties before committing long term

• Structured support for new graduate nurses

• Exposure to a wide range of patient populations and care environments

• Ability to make an informed decision about your nursing career path

• Employment at a nationally recognized academic medical center

At the completion of the program, participants will work with nursing leadership and nurse talent advisors to transition into a long-term role at Barnes-Jewish Hospital aligned with their interests, performance, and organizational needs.

Preferred Qualifications

Role Purpose

The Graduate Nurse provides direct patient care activities including assessment, diagnosis, planning implementation, and evaluation within the guidelines of the standards of nursing care after completing a nursing program and before licensure. Will be required to obtain licensure within 90 days of graduation from an accredited school of nursing to remain employed in a HSO in the state of Missouri.

Responsibilities

Minimum Requirements

Education

Experience

Supervisor Experience

Preferred Requirements

Education

BJC Total Rewards

At BJC we’re committed to providing you and your family with benefits and resources to help you manage your physical, emotional, social and financial well-being.

• Comprehensive medical, dental, vison, life insurance, and legal services available first day of the month after hire date
• Disability insurance* paid for by BJC
• Annual 4% BJC Automatic Retirement Contribution
• 401(k) plan with BJC match
• Tuition Assistance available on first day
• BJC Institute for Learning and Development
• Health Care and Dependent Care Flexible Spending Accounts
• Paid Time Off benefit combines vacation, sick days, holidays and personal time
• Adoption assistance

To learn more, go to our Benefits Summary

*Not all benefits apply to all jobs

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job. Equal Opportunity Employer

Financial Planner  Buffalo Grove, ILFinancial Planner  Buffalo Grove, IL

Experience level: Associate

Experience required: 3 Years

Education level: Bachelor’s degree

Job function: Finance

Industry: Financial Services

Compensation: $121,000 - $150,000

Total position: 1

Visa sponsorship eligibility: No

Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner.

Who We Are:

Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?

Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.

We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

Our core team beliefs & mission are:

• Our clients’ financial security and peace-of-mind is always our #1 focus
• Over-attentiveness and client responsiveness is of the highest importance
• Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
• It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Job Summary:

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

Day-to-Day Job Function:

• Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
• Service all client needs, requests, questions, and updates
• Prepare comprehensive financial plan recommendations
• Prepare and develop robust retirement income plans and retirement plan tracking
• Prepare investment portfolio summaries and asset allocation analyses
• Meet regularly with clients to establish trusting, supportive relationships
• Prepare and analyze various financial planning reports
• Utilize tax planning software to assess client tax situations and tax strategies
• Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
• Oversee preparation of various one-off analysis requests
• Handle a variety of other financial planning related analyses and services as needed
• Collaborate with team members and advisors on client cases
• Conduct regular client reviews according to their assigned Service Model
• Proactively check-in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

• 3+ years of experience working with clients as a Financial Planner required
• Series 65 or Series 66 license required
• CERTIFIED FINANCIAL PLANNER™ preferred
• CFP is a designation requirement to be obtained within 2 years from hire date
• Life Insurance license preferred
• Life insurance license must be obtained within 6 months from hire date
• Bachelor's Degree from an accredited college or university
• Strong passion for financial and retirement planning
• Enjoys working with numbers, spreadsheets and planning analysis
• Very strong Microsoft Excel experience and familiarity
• Highly detail-oriented and accurate
• Must be capable of multi-tasking and tracking multiple items/projects at the same time
• Friendly, outgoing, and able to build and maintain strong relationships

Position perks:

• Competitive base salary with performance-based bonuses
• Paid time-off
• Health, dental, vision insurance
• 401(k) with company matching program
• Mentoring from firm owners and senior advisor
• Career growth and advancement opportunities
• Competitive Paid time off
• Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
• Supportive, family-oriented company culture
• Unlimited snacks and drinks available in - office
• Access to free Starbucks coffee machine throughout your work week shifts

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Life Insurance License
• CFP (Preferred)
• Series 65 or 66 (Required)

Ability to Relocate:

• Buffalo Grove, IL 60089: Relocate before starting work (Required)

Work Location: In person

 If you post this job on a job board, please do not use company name or salary.