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CURRENT OPEN POSITIONS The Sourcing Team POSITIONS Tax Senior/ Reviewer Well established wealth managment firm is seeking a candidate that has 7-15 years in reviewing tax returns of ultra high net worth clients. Someone who has 7-10 years tax experience, and is familiar with individual, trust, partnerships, S-corporation, gift taxes Audit Supervisor The Audit Supervisor is responsible for overseeing audit engagements and is responsible for resolving most accounting issues that arise during the audit engagement with the guidance of the audit manager. The Audit Supervisor performs most engagements with minimal supervision. The Supervisor will direct staff and seniors and instruct them in the work to be performed, review the work completed and direct necessary revisions. The Supervisor reports to either a manager or senior manager/director. Solution Consultant The SC will be the sales interface with the Development, QA and Customer Support teams, to make sure that client/prospect needs are being addressed and to ensure that they understand features of product, today, and in the future. SC will prepare Vision Documents which describe new features / modules which will benefit Reval. SC will attend product management meetings and have input into strategic development. • Big 4 accounting experience with a focus on Market/Credit Risk management and hedge accounting (Derivative Desk experience a plus) • Extensive knowledge of derivatives, hedging and/or Risk Management • Foreign Exchange, Interest Rate, commodities, as pertaining to hedging activities • 3-6 years experience working at a financial software company within a similar type role or within professional services • Excellent communication skills and the proven ability to work as part of a sales team. • Solid understanding of FAS 133, FAS 157, IAS 39, CICI 3865 accounting standards • The willingness to travel within NA to visit / present to potential& current customers • Positive, can do attitude • University degree (Professional certifications such as CFA, FRM a plus) Senior Wealth Planning Strategist Established wealth management firm has need of a candidate with business succession planning background. This position deals with highest level clients who are established with the firm who required options and strategies. Suitable candidates will have JD, estate planning experience and solid work history Paralegal In-house corporate legal department for a large international company is looking for a paralegal with 2-4 years of experience. The need someone extremely bright, detail oriented, quick on their toes, able to multitask and wear a ton of different hats. Some of the core responsibilities include: - Support department consisting of 3 lawyers, 2 others - Corporate minutes - Board resolutions - Maintaining corporate contract templates - Reviewing, responding to all emails to department as required This legal department has their hands in everything: closings, litigation, credit agreements, etc. This is the ideal position for someone that has a few years of experience and wants a more intense challenge. 9-5 position, no overtime but if there is a project that needs to get done on rare occasion must be dedicated enough to want to stay. Must be well-rounded and SMART Hedge Fund Operations Associate Trade analysis and settlement across multiple financial products. Daily portfolio reconciliation and maintenance. Counterparty relationship setup and maintenance. •Counterparty collateral management. • Corporate action processing. • Security setup and maintenance. • Daily P&L reconciliation, analysis and reporting. Client Portfolio Administration Associate Provide high level of service to firm’s clients who are high net worth individuals and institutional clients Key member of the team that handles client and accountant queries or requests Portfolio cash management- attend to recurring and ad hoc requests Initiation of trades with various managers and custodians Preparation and distribution of monthly and quarterly reports Interaction with all levels of management in the firm regarding client accounts Collection of quarterly management fees Qualifications: Knowledge of portfolio administration and related performance issues Ability to prioritize and manage multiple tasks at once Experience working with private, high net-worth clients and/or institutional clients Experience in trade settlement, bank reconciliation, handling security reorganizations and corporate actions, and daily pricing of securities Must be a team player Proficiency in MS Word & Excel Basic understanding of wealth transfer issues a plus Proficiency in the use of Advent/Axys systems a plus and/or Centerpiece, Portia Must have at least 1-2 years of post-undergraduate relevant work experience Benefits: Competitive salary and benefits Opportunity to play a significant role in a rapidly growing firm Fun and enthusiastic work environment  Account Executive See a candidate with ability to identify, qualify and generate new business. A qualified candidate will have 5 plus years of solid, Financial industry sales experience . Experienced and professional communication skills both oral and written are a must. Candidates should demonstrate a background of success in the financial sales arena. College grad is required Marketing Development Manager An candidate experienced in marketing a professional services firm is being sought by an established law firm. This person must have experience interacting with professional staff, representing the firm at professional meetings, tradeshows and other venues. A minimum of 5 years of experience is required. Conference Center Manager Established alernative dispute resolution firm is seekig a candidate that has experience managing and motivating an administrative staff as well as experience in the legal field. This position will ensure that the center, which has 30 conference rooms will runs smoothly. Deal with last minute issues that arise. Legal background is preferred. 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