[{"id":12168,"date":"2026-07-30T18:40:31","date_gmt":"2026-07-30T18:40:31","guid":{"rendered":"https:\/\/www.oliverjames.com\/jobs\/senior-accountant-real-estate-investment-hybrid\/"},"modified":"2026-07-30T18:40:36","modified_gmt":"2026-07-30T18:40:36","slug":"senior-accountant-real-estate-investment-hybrid-12168","status":"publish","type":"job","link":"https:\/\/www.oliverjames.com\/en\/jobs\/senior-accountant-real-estate-investment-hybrid-12168\/","title":{"rendered":"Senior Accountant &#8211; Real Estate Investment (Hybrid)"},"content":{"rendered":"<p><span style=\"font-size: 10pt\">A Senior Accountant will join a boutique real estate investment firm and take ownership of accounting, financial reporting, tax and real estate responsibilities. Someone with a background in real estate, either through public accounting or in-house, with a CPA, will be highly desirable.<\/span><\/p>\n<p><span style=\"font-size: 10pt\">Hybrid: 4 days a week in office<\/span><\/p>\n<p><span style=\"text-decoration: underline;font-size: 10pt\"><strong>Responsibilities Include:<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 10pt\">Support and manage the month-end close process while preparing monthly, quarterly, and annual financial reporting packages.<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Identify and implement improvements to financial procedures and workflows, including leveraging AI tools to enhance efficiency, while supporting special projects and ad hoc analyses<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Coordinate day-to-day real estate operations by partnering with property managers on rent collection, operating expense reviews, and lease administration<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Manage relationships with general contractors for tenant improvements and construction projects, including invoice review, budget tracking, and project coordination<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Coordinate tax compliance activities by managing estimated tax payments and collaborating with external advisors to support timely filings and financial deliverable<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Maintain accurate accounting records by managing accounts payable, reconciling general ledger accounts, monitoring cash activity, and ensuring timely vendor payments<\/span><\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline;font-size: 10pt\"><strong>Background\/Experience:<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 10pt\">Bachelor&#8217;s degree in Economics, Accounting or Finance related field<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Accounting or Finance experience ina real estate firm. private equity firm, or public accounting is preferred<\/span><\/li>\n<li><span style=\"font-size: 10pt\">CPA qualification is preferred but not a prerequisite<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Experience with real estate accounting or property-level financial management is a plus<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Self-starter with the ability to work independently, stay organized, and effectively prioritize competing tasks in a small-team environment<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Excellent analytical and organizational skills<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Strong interpersonal and communication skills; ability to work effectively with external advisors and vendors<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/bWljaGFlbC5jZWxsaWVyLjMzNTU0LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A fantastic opportunity has become available for a Senior Accountant to join a boutique real estate investment firm and take ownership of accounting, financial reporting, tax and real estate responsibilities. 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The successful incumbent will take ownership of the Finance function whilst supporting the accounting team. There will be collaboration with various department leaders whilst providing financial insights, budgeting, and forecasting expertise. The Head of Finance will need to thrive in a dynamic environment and have the ability to hit the ground running and make a high-impact from joining.<\/p>\n<p><span style=\"text-decoration: underline\"><strong>Responsibilities:<\/strong><\/span><\/p>\n<ul>\n<li>Lead budgeting, forecasting, financial planning, and analysis to deliver strategic insights, financial modeling, and decision support across the organization<\/li>\n<li>Oversee financial operations and drive financial budgeting with the ability to manage multiple vendors<\/li>\n<li>Contribute with the preparation of financial statements and ensure completion of taxes and annual audits by managing external 3rd party relationships <\/li>\n<li>Build and improve scalable finance systems, using automation and AI to increase efficiency and reporting quality<\/li>\n<li>Partner cross-functionally, share knowledge, and adapt to evolving business needs<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline\"><strong>Experience\/Skills:<\/strong><\/span><\/p>\n<ul>\n<li>Around 10 years experience in strategic finance, preferably within a startup environment<\/li>\n<li>Prior experience in leading teams as well as finance &amp; accounting functions<\/li>\n<li>CPA is a plus but not required<\/li>\n<li>Strong relationship building skills together with excellent verbal &amp; written communication<\/li>\n<li>Ability to adapt and grow with the ever-evolving AI and technology landscape<\/li>\n<\/ul>\n<p>PLEASE NOTE: this is a full-time in office position<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/bWljaGFlbC5jZWxsaWVyLjc0MTk2LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>An early stage, technology-driven company is looking for a Head of Finance to join their team. 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Manager"},"content":{"rendered":"<div>\n<div class=\"x_elementToProof\"><strong data-olk-copy-source=\"MessageBody\">Key Responsibilities<\/strong><\/div>\n<ul data-start=\"780\" data-end=\"1553\">\n<li>Lead and manage the Accounts Payable and Accounts Receivable functions.<\/li>\n<li>Ensure timely processing of invoices, payments, collections, and customer billing.<\/li>\n<li>Maintain strong internal controls and ensure compliance with company policies and accounting standards.<\/li>\n<li>Manage cash application, reconciliations, aging reports, and month-end close activities related to AP\/AR.<\/li>\n<li>Develop and improve processes to increase efficiency and accuracy.<\/li>\n<li>Partner with finance, operations, and customer-facing teams to resolve billing and payment issues.<\/li>\n<li>Prepare reporting and KPIs for leadership.<\/li>\n<li>Support audits and ensure accurate financial records.<\/li>\n<li>Lead or support the implementation and optimization of payment platforms, ERP 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Private Equity &amp; M&amp;A"},"content":{"rendered":"<p><strong><span data-olk-copy-source=\"MessageBody\">Toronto, ON or Montreal, QC, Canada<\/span><\/strong><\/p>\n<p><strong>The Opportunity<\/strong><\/p>\n<p>Our client is a privately owned, entrepreneurial insurance brokerage looking to appoint a Practice Leader to spearhead the continued growth of its Private Equity &amp; M&amp;A practice across Canada.<\/p>\n<p>This is an opportunity to take ownership of an established platform while playing a key role in shaping its future strategy. The successful individual will inherit existing relationships, collaborate with senior leadership, and be empowered to drive new business, expand carrier partnerships, and build out the practice as the business continues to invest in this specialist area.<\/p>\n<p>The firm offers a highly collaborative culture, significant autonomy, and the backing of an organization committed to long-term growth rather than short-term shareholder pressures.<\/p>\n<p><strong>Responsibilities<\/strong><\/p>\n<ul type=\"disc\">\n<li>Lead and grow the firm&#8217;s Private Equity &amp; M&amp;A insurance practice across Canada.<\/li>\n<li>Develop and execute the strategic vision for the practice, identifying new market opportunities and driving revenue growth.<\/li>\n<li>Advise private equity firms, portfolio companies, and corporate clients on transactional risk and insurance solutions.<\/li>\n<li>Originate and manage complex M&amp;A insurance placements, including Warranty &amp; Indemnity, Tax, Contingent Liability, and other transactional products.<\/li>\n<li>Build and strengthen relationships with private equity sponsors, legal advisors, investment banks, and other deal professionals.<\/li>\n<li>Collaborate closely with internal teams to deliver integrated solutions across Property &amp; Casualty, Financial Lines, Employee Benefits, and specialty practices.<\/li>\n<li>Mentor and develop team members while contributing to the firm&#8217;s broader leadership initiatives.<\/li>\n<li>Represent the firm within the Canadian deal community through networking, industry events, and thought leadership.<\/li>\n<\/ul>\n<p><strong>The Ideal Candidate<\/strong><\/p>\n<ul type=\"disc\">\n<li>Proven experience within Transactional Risk, Private Equity, M&amp;A, Financial Lines, or a closely related specialty.<\/li>\n<li>Established relationships within the Canadian private equity and M&amp;A ecosystem.<\/li>\n<li>Strong business development track record and ability to originate new client relationships.<\/li>\n<li>Demonstrated leadership experience, whether through team management or practice development.<\/li>\n<li>Strategic mindset with the ability to balance client delivery and commercial growth.<\/li>\n<li>Entrepreneurial approach and desire to help shape the future direction of a growing business.<\/li>\n<\/ul>\n<p><strong>Why This Opportunity?<\/strong><\/p>\n<ul type=\"disc\">\n<li>Opportunity to lead and grow a strategic, high-profile practice.<\/li>\n<li>Backing of a respected privately owned brokerage with an entrepreneurial culture.<\/li>\n<li>Significant autonomy to influence strategy and build the practice.<\/li>\n<li>Access to an established client base and strong leadership support.<\/li>\n<li>Competitive compensation package with meaningful long-term growth opportunities.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U29waGllLlZlcmRpLjE1NzU5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our client is a privately owned, entrepreneurial insurance brokerage looking to appoint a Practice Leader to spearhead the continued growth of its Private Equity &amp; M&amp;A practice across Canada. This is an opportunity to take ownership of an established platform while playing a key role in shaping its future strategy.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[22],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[],"location":[1357],"class_list":["post-12162","job","type-job","status-publish","hentry","discipline-underwriting-claims","location-toronto"],"acf":{"job_reference":"JOB-072026-311600_1785433938","job_type":"Permanent","job_industry":"Underwriting & Claims","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-08-13","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Sophie.Verdi.15759.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=U29waGllLlZlcmRpLjE1NzU5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Sophie Verdi","contact_email":"Sophie.Verdi@oliverjames.com","contact_telephone":"+1 646 493-5975","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Toronto, Ontario","job_location_raw":"N. 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This is an excellent opportunity for an insurance professional who enjoys working in a fast-paced, client-focused environment supporting sophisticated commercial property owners, investors, developers, and real estate operators.<\/p>\n<p>Working alongside experienced brokers and account executives, you will play a key role in delivering exceptional service throughout the policy lifecycle, helping to ensure clients receive timely, accurate, and proactive support.<\/p>\n<p><strong>Key Responsibilities<\/strong><\/p>\n<ul type=\"disc\">\n<li>Act as a primary day-to-day contact for assigned clients, responding to service requests and policy-related enquiries.<\/li>\n<li>Process policy changes, endorsements, certificates of insurance, evidence of coverage, audits, and other servicing activities.<\/li>\n<li>Review policies and endorsements to ensure coverage details are accurate and consistent with client requirements.<\/li>\n<li>Support the placement and renewal of commercial real estate insurance programs by gathering underwriting information, preparing documentation, and coordinating with internal teams and insurance markets.<\/li>\n<li>Assist with proposal preparation, renewal presentations, schedules of insurance, and other client-facing documentation.<\/li>\n<li>Maintain accurate client records and policy information within internal systems and carrier portals.<\/li>\n<li>Coordinate billing enquiries and assist with premium and invoicing issues when required.<\/li>\n<li>Help manage surplus lines documentation and regulatory requirements for applicable placements.<\/li>\n<li>Track outstanding items to ensure deadlines are met and clients receive timely communication throughout the renewal and servicing process.<\/li>\n<li>Build strong working relationships with colleagues, carrier partners, and clients while delivering a consistently high standard of service.<\/li>\n<\/ul>\n<p><strong>What We&#8217;re Looking For<\/strong><\/p>\n<ul type=\"disc\">\n<li>2+ years of commercial Property &amp; Casualty insurance experience within a brokerage or agency environment.<\/li>\n<li>Experience servicing commercial real estate accounts, including property owners, developers, REITs, investors, or real estate management companies, is highly preferred.<\/li>\n<li>Active Property &amp; Casualty insurance license.<\/li>\n<li>Strong attention to detail with the ability to manage multiple priorities simultaneously.<\/li>\n<li>Excellent written and verbal communication skills.<\/li>\n<li>Comfortable working with policy management systems and Microsoft Office applications, particularly Excel, Word, and Outlook.<\/li>\n<li>Highly organized, collaborative, and committed to delivering an exceptional client experience.<\/li>\n<li>Bachelor&#8217;s degree preferred, although relevant insurance experience will also be considered.<\/li>\n<\/ul>\n<p><strong>What&#8217;s on Offer<\/strong><\/p>\n<p>This position offers the opportunity to join a collaborative and growing team supporting a diverse portfolio of commercial real estate clients. 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This role is ideal for an individual who thrives in a fast-paced, transaction-driven environment and enjoys working alongside investors, deal teams and portfolio company leadership to deliver strategic insurance and risk advisory solutions.<\/p>\n<p>The successful candidate will bring a strong blend of technical expertise, commercial acumen and relationship management skills, with the ability to navigate complex transactions while delivering exceptional client service.<\/p>\n<p><strong>Key Responsibilities<\/strong><\/p>\n<ul type=\"disc\">\n<li>Act as a trusted advisor to private equity clients, deal teams and portfolio companies throughout the transaction lifecycle.<\/li>\n<li>Manage multiple engagements simultaneously, ensuring projects are delivered accurately and within tight deadlines.<\/li>\n<li>Identify opportunities to provide additional strategic value by leveraging a broad range of advisory and insurance capabilities.<\/li>\n<li>Partner with internal specialists and external stakeholders to develop tailored solutions for clients.<\/li>\n<li>Produce high-quality written deliverables, presentations and client communications.<\/li>\n<li>Build and maintain strong relationships with clients, insurers and transaction professionals.<\/li>\n<li>Provide strategic guidance on complex insurance and risk management matters within M&amp;A environments.<\/li>\n<\/ul>\n<p><strong>What We&#8217;re Looking For<\/strong><\/p>\n<p><strong>Property &amp; Casualty Focus<\/strong><\/p>\n<ul type=\"disc\">\n<li>Approximately 8+ years of experience supporting mergers and acquisitions, transaction advisory or private equity clients within the commercial insurance industry.<\/li>\n<\/ul>\n<p><strong>People Solutions Focus<\/strong><\/p>\n<ul type=\"disc\">\n<li>Approximately 10+ years of experience within employee benefits, human capital consulting or transaction advisory.<\/li>\n<li>Strong technical expertise across health and welfare programs, funding arrangements and underwriting.<\/li>\n<li>Experience supporting mergers, acquisitions or private equity-backed organizations is highly desirable.<\/li>\n<\/ul>\n<p><strong>Preferred Skills &amp; Experience<\/strong><\/p>\n<ul type=\"disc\">\n<li>Strong understanding of commercial insurance markets and innovative risk financing strategies.<\/li>\n<li>Excellent written, verbal and presentation skills with the ability to communicate effectively across senior stakeholder groups.<\/li>\n<li>Commercial mindset with the ability to identify opportunities to enhance client outcomes.<\/li>\n<li>Strong analytical and critical thinking skills, with the confidence to solve complex problems in real time.<\/li>\n<li>Exceptional organizational skills with the ability to manage competing priorities in a deadline-driven environment.<\/li>\n<li>Adaptable, proactive and comfortable working across multiple projects simultaneously.<\/li>\n<li>Proven ability to build trusted relationships with investors, executives, insurers, advisors and cross-functional teams.<\/li>\n<\/ul>\n<p><strong>Ideal Candidate<\/strong><\/p>\n<p>You are a collaborative, client-focused professional who enjoys solving complex challenges and working in high-growth, fast-moving environments. You combine technical expertise with strong commercial awareness and are motivated by delivering outstanding outcomes for sophisticated clients across the private equity and M&amp;A landscape.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U29waGllLlZlcmRpLjYwMDM0LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are partnering with a leading global advisory firm to appoint an experienced Senior Portfolio Manager to support a growing Private Equity and M&amp;A practice. This role is ideal for an individual who thrives in a fast-paced, transaction-driven environment and enjoys working alongside investors, deal teams and portfolio company leadership to deliver strategic insurance and risk advisory solutions.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[22],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[],"location":[1310],"class_list":["post-12158","job","type-job","status-publish","hentry","discipline-underwriting-claims","location-new-york"],"acf":{"job_reference":"JOB-112025-293433_1785432241","job_type":"Permanent","job_industry":"Underwriting & Claims","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-08-13","salary_currency":"USD","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Negotiable","custom_data":"","application_email":"Sophie.Verdi.60034.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=U29waGllLlZlcmRpLjYwMDM0LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Sophie Verdi","contact_email":"Sophie.Verdi@oliverjames.com","contact_telephone":"+1 646 493-5975","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"New York","job_location_raw":"N. 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Investment Accounting<\/strong><\/h1>\n<p>Our client, a leading insurance organization, is seeking a <strong>Manager, Investment Accounting<\/strong> to lead its investment accounting function. This is a high-impact leadership role responsible for overseeing investment accounting and reporting, driving process improvements, and partnering with senior finance executives to support strategic business initiatives. <\/p>\n<h3>Responsibilities<\/h3>\n<ul>\n<li>Manage the accounting and financial reporting for complex investment portfolios.<\/li>\n<li>Ensure timely and accurate statutory and US GAAP reporting.<\/li>\n<li>Maintain compliance with regulatory and accounting requirements.<\/li>\n<li>Partner with Finance, Treasury, Investments, and executive leadership on key business initiatives.<\/li>\n<li>Analyze investment performance, identify risks, and implement process improvements.<\/li>\n<li>Lead accounting policy implementation, systems enhancements, and operational transformation projects.<\/li>\n<li>Mentor and develop staff while fostering a culture of continuous improvement and high performance.<\/li>\n<\/ul>\n<h3>Requirements<\/h3>\n<ul>\n<li>Bachelor&#8217;s degree in Accounting, Finance, or a related discipline.<\/li>\n<li>8+ years of investment accounting experience within insurance or financial services.<\/li>\n<li>Strong knowledge of statutory accounting (SAP) and US GAAP.<\/li>\n<li>Proven leadership experience managing and developing accounting teams.<\/li>\n<li>Excellent communication, analytical, and stakeholder management skills.<\/li>\n<li>Experience with investment accounting platforms and financial reporting systems.<\/li>\n<\/ul>\n<h3>Why Join?<\/h3>\n<ul>\n<li>Senior leadership role with significant visibility across Finance and executive management.<\/li>\n<li>Opportunity to influence accounting strategy, operational improvements, and business decisions.<\/li>\n<li>Collaborative, high-performing environment with strong career progression.<\/li>\n<li>Competitive compensation, bonus, and comprehensive benefits.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Q2hyaXMuRG9kZHMuNDk4MzUuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Manager &#8211; Investment Accounting Our client, a leading insurance organization, is seeking a Manager, Investment Accounting to lead its investment accounting function. This is a high-impact leadership role responsible for overseeing investment accounting and reporting, driving process improvements, and partnering with senior finance executives&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1246],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1702],"location":[1477],"class_list":["post-12155","job","type-job","status-publish","hentry","discipline-accountancy","location-greenwich"],"acf":{"job_reference":"JOB-012026-296704_1785425243","job_type":"Permanent","job_industry":"Accountancy","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-08-27","salary_currency":"USD","salary_from":"140000","salary_to":"180000","salary_per":"annum","salary_benefits":"","salary":"US$140000 - US$180000 per annum","custom_data":"","application_email":"Chris.Dodds.49835.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Q2hyaXMuRG9kZHMuNDk4MzUuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Chris Dodds","contact_email":"Chris.Dodds@oliverjames.com","contact_telephone":"+1 646 398 6918","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Greenwich, Connecticut","job_location_raw":"N. America > USA > Connecticut > Fairfield County > Greenwich","geo_lat":"41.0262417","geo_long":"-73.6281964","geo_formatted_address":"Greenwich, CT, USA","geo_city":"Greenwich","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"Western Connecticut Planning Region","geo_administrative_area_level_2_long":"Western Connecticut Planning Region","geo_administrative_area_level_1_short":"CT","geo_administrative_area_level_1_long":"Connecticut","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.1 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Manager of Investment Accounting - Oliver James<\/title>\n<meta name=\"description\" content=\"Lead investment accounting for a leading insurer. 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Influence the future. Advise clients who value your expertise.<\/h2>\n<p>If you&#8217;ve reached the point in your career where you&#8217;re looking for more than another Partner title, this could be the opportunity you&#8217;ve been waiting for.<\/p>\n<p>We&#8217;re partnering with a highly respected Top 100 CPA and advisory firm that has built its reputation over decades by providing sophisticated tax, advisory and consulting services to privately held businesses, high-net-worth individuals, family-owned enterprises and entrepreneurial companies throughout California.<\/p>\n<p>This is an opportunity to join the leadership team as a Tax Partner, where you&#8217;ll have the autonomy to grow your practice, strengthen client relationships and help shape the future direction of the firm. Whether your passion is developing people, expanding service offerings or building long-term client partnerships, you&#8217;ll have the platform and support to do it.<\/p>\n<h2>What you&#8217;ll be doing<\/h2>\n<ul>\n<li>\n<p>Serve as the trusted advisor to a portfolio of privately held businesses, entrepreneurs and high-net-worth clients.<\/p>\n<\/li>\n<li>\n<p>Lead complex tax planning strategies across a broad range of industries and entity types.<\/p>\n<\/li>\n<li>\n<p>Review and sign off on sophisticated tax engagements while maintaining the highest technical standards.<\/p>\n<\/li>\n<li>\n<p>Build lasting relationships with business owners and executive leadership teams, becoming their first call for strategic tax advice.<\/p>\n<\/li>\n<li>\n<p>Mentor, coach and develop the next generation of tax professionals, helping shape future firm leaders.<\/p>\n<\/li>\n<li>\n<p>Play an active role in recruiting, succession planning and developing a high-performing tax team.<\/p>\n<\/li>\n<li>\n<p>Drive practice growth through business development, referral relationships and expanding existing client engagements.<\/p>\n<\/li>\n<li>\n<p>Collaborate with fellow Partners on firm strategy, quality initiatives and long-term business planning.<\/p>\n<\/li>\n<\/ul>\n<h2>What we&#8217;re looking for<\/h2>\n<ul>\n<li>\n<p>CPA licence in good standing.<\/p>\n<\/li>\n<li>\n<p>10-15+ years of progressive public accounting tax experience.<\/p>\n<\/li>\n<li>\n<p>Demonstrated success managing complex tax engagements and advising business owners.<\/p>\n<\/li>\n<li>\n<p>Proven ability to develop and grow client relationships.<\/p>\n<\/li>\n<li>\n<p>A track record of business development and generating new revenue for a CPA firm.<\/p>\n<\/li>\n<li>\n<p>Strong leadership experience with a passion for mentoring and developing teams.<\/p>\n<\/li>\n<li>\n<p>Excellent technical tax knowledge combined with commercial awareness and strategic thinking.<\/p>\n<\/li>\n<\/ul>\n<h2>Why this opportunity stands out<\/h2>\n<ul>\n<li>\n<p>Advise an exceptional portfolio of privately held businesses, family-owned companies, entrepreneurs and high-net-worth individuals across a wide range of industries.<\/p>\n<\/li>\n<li>\n<p>Join a collaborative partnership where your ideas, relationships and expertise will have a genuine impact.<\/p>\n<\/li>\n<li>\n<p>Enjoy the resources and reputation of a Top 100 firm while maintaining the agility and accessibility of a regional practice.<\/p>\n<\/li>\n<li>\n<p>Work alongside experienced Partners in a culture that values collaboration, mentorship and long-term career development.<\/p>\n<\/li>\n<li>\n<p>Take ownership of your practice with the autonomy to develop new business, deepen client relationships and help shape the future growth of the firm.<\/p>\n<\/li>\n<li>\n<p>Hybrid working environment with significant opportunity for long-term career and financial growth.<\/p>\n<\/li>\n<\/ul>\n<p>If you&#8217;re an established Tax Partner-or an experienced Senior Manager or Director ready to step into partnership-who enjoys building trusted client relationships, developing talented teams and growing a successful practice, I&#8217;d welcome a confidential conversation.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/U2FjaGEuTWFob29yLjEwNjc4LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Build your practice. 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Insurance"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-section-id=\"16x28fc\" data-start=\"163\" data-end=\"222\">Oliver James is partnered with a growing insurance organization looking to hire a Senior Accountant within their finance team.<\/p>\n<p data-start=\"344\" data-end=\"588\">This role will focus on US GAAP reporting, reinsurance accounting, financial close, and analysis of insurance portfolios. The position offers exposure to complex accounting transactions and cross-functional partnership across finance teams.<\/p>\n<p data-start=\"590\" data-end=\"760\">The ideal candidate will have strong technical accounting skills, experience with financial reporting, and an interest in building expertise within insurance\/reinsurance.<\/p>\n<h3 data-section-id=\"qrkig1\" data-start=\"762\" data-end=\"791\"><strong data-start=\"766\" data-end=\"791\">Key responsibilities:<\/strong><\/h3>\n<ul data-start=\"792\" data-end=\"1366\">\n<li data-section-id=\"89j9qx\" data-start=\"792\" data-end=\"867\">Own accounting and reporting activities for assigned insurance portfolios<\/li>\n<li data-section-id=\"1ifmuib\" data-start=\"868\" data-end=\"934\">Support monthly, quarterly, and annual financial close processes<\/li>\n<li data-section-id=\"1hz5uxy\" data-start=\"935\" data-end=\"985\">Prepare US GAAP financial reporting and analysis<\/li>\n<li data-section-id=\"fvcci2\" data-start=\"986\" data-end=\"1044\">Perform variance analysis and provide financial insights<\/li>\n<li data-section-id=\"1ipgnhh\" data-start=\"1045\" data-end=\"1119\">Support accounting for reinsurance transactions and business initiatives<\/li>\n<li data-section-id=\"1ds5kmd\" data-start=\"1120\" data-end=\"1200\">Partner with internal teams to resolve accounting issues and improve processes<\/li>\n<li data-section-id=\"uorxji\" data-start=\"1201\" data-end=\"1262\">Maintain financial controls and accurate accounting records<\/li>\n<li data-section-id=\"1vqy0az\" data-start=\"1263\" data-end=\"1322\">Support technical accounting projects and ad hoc analysis<\/li>\n<li data-section-id=\"2qanjl\" data-start=\"1323\" data-end=\"1366\">Assist with mentoring junior team members<\/li>\n<\/ul>\n<h3 data-section-id=\"eqj9lj\" data-start=\"1368\" data-end=\"1393\"><strong data-start=\"1372\" data-end=\"1393\">Ideal background:<\/strong><\/h3>\n<ul data-start=\"1394\" data-end=\"1841\">\n<li data-section-id=\"1a2zae1\" data-start=\"1394\" data-end=\"1501\">4+ years of accounting experience within insurance, reinsurance, financial services, or public accounting<\/li>\n<li data-section-id=\"12ahlk\" data-start=\"1502\" data-end=\"1553\">Strong US GAAP and financial reporting experience<\/li>\n<li data-section-id=\"4tjj93\" data-start=\"1554\" data-end=\"1634\">Experience with month-end close, financial statements, and accounting analysis<\/li>\n<li data-section-id=\"1stosxo\" data-start=\"1635\" data-end=\"1691\">Exposure to insurance\/reinsurance accounting preferred<\/li>\n<li data-section-id=\"z33dsv\" data-start=\"1692\" data-end=\"1720\">CPA or CPA track preferred<\/li>\n<li data-section-id=\"1uqu9pi\" data-start=\"1721\" data-end=\"1768\">Strong Excel and financial systems experience<\/li>\n<li data-section-id=\"hoz6is\" data-start=\"1769\" data-end=\"1841\">Ability to analyze financial data and communicate findings effectively<\/li>\n<\/ul>\n<p data-start=\"1843\" data-end=\"1863\"><strong data-start=\"1843\" data-end=\"1856\">Location:<\/strong> Hybrid<\/p>\n<p data-start=\"1843\" data-end=\"1863\">To be considered for this position, please apply using the prompts provided. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Q2hyaXMuRG9kZHMuNjQxNTQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Oliver James is partnered with a growing insurance organization looking to hire a Senior Accountant within their finance team. 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Insurance"},"content":{"rendered":"<div>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"110\" data-end=\"167\"><strong data-start=\"110\" data-end=\"167\">Due Diligence Manager &#8211; Insurance | New York (Hybrid)<\/strong><\/p>\n<p data-start=\"169\" data-end=\"348\">Oliver James is partnered with a leading insurance client that is looking to hire a Due Diligence Manager to support the evaluation and oversight of new and existing insurance programs.<\/p>\n<p data-start=\"350\" data-end=\"548\">This role will focus on assessing MGA\/program partners, reviewing financial and operational performance, identifying risks, and supporting senior leadership with investment and growth decisions.<\/p>\n<p data-start=\"550\" data-end=\"726\">You&#8217;ll work closely with teams across underwriting, finance, claims, legal, and compliance, owning due diligence reviews from initial assessment through ongoing monitoring.<\/p>\n<p data-start=\"728\" data-end=\"753\"><strong data-start=\"728\" data-end=\"753\">Key responsibilities:<\/strong><\/p>\n<ul data-start=\"754\" data-end=\"1181\">\n<li data-section-id=\"1gzknp1\" data-start=\"754\" data-end=\"830\">Lead due diligence reviews across MGA, program, and insurance partnerships<\/li>\n<li data-section-id=\"1ltuznp\" data-start=\"831\" data-end=\"905\">Analyze financial performance, operational processes, and business risks<\/li>\n<li data-section-id=\"1qm6c1k\" data-start=\"906\" data-end=\"967\">Prepare recommendations and reporting for senior leadership<\/li>\n<li data-section-id=\"58zr8r\" data-start=\"968\" data-end=\"1039\">Monitor existing programs and identify performance trends or concerns<\/li>\n<li data-section-id=\"1tpzt3e\" data-start=\"1040\" data-end=\"1124\">Partner with internal teams and external stakeholders to drive successful outcomes<\/li>\n<li data-section-id=\"7e11au\" data-start=\"1125\" data-end=\"1181\">Improve due diligence processes, tools, and frameworks<\/li>\n<\/ul>\n<p data-start=\"1183\" data-end=\"1204\"><strong data-start=\"1183\" data-end=\"1204\">Ideal background:<\/strong><\/p>\n<ul data-start=\"1205\" data-end=\"1505\">\n<li data-section-id=\"21k7t5\" data-start=\"1205\" data-end=\"1290\">6+ years of experience either from an Investment Banking, Consulting or Due Diligence role in an insurer.<\/li>\n<li data-section-id=\"21k7t5\" data-start=\"1205\" data-end=\"1290\">Industry experience to the P&amp;C insurance especially underwriting, risk, program management, or due diligence<\/li>\n<li data-section-id=\"1m2ph32\" data-start=\"1291\" data-end=\"1378\">Experience with MGA\/MGU, fronting, specialty insurance, or program business preferred<\/li>\n<li data-section-id=\"18vq9l3\" data-start=\"1379\" data-end=\"1427\">Strong financial analysis and reporting skills<\/li>\n<li data-section-id=\"wwd17d\" data-start=\"1428\" data-end=\"1505\">Comfortable working with senior stakeholders and managing multiple projects<\/li>\n<\/ul>\n<p data-start=\"1507\" data-end=\"1616\">This is a great opportunity for someone who wants a high-impact role working with the Senior Executives of a growing insurance organization.<\/p>\n<p data-start=\"1618\" data-end=\"1664\"><strong data-start=\"1618\" data-end=\"1631\">Location:<\/strong> New York (3 days\/week in office)<\/p>\n<p data-start=\"1618\" data-end=\"1664\"><strong data-start=\"1618\" data-end=\"1631\">Compensation:<\/strong> Pendent on candidate experience.<\/p>\n<p data-start=\"1618\" data-end=\"1664\">For more information, please reach out to Chris Dodds at Oliver James or apply using the prompts provided. <\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Q2hyaXMuRG9kZHMuNzYwOTEuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Due Diligence Manager &#8211; 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