Business Specialist jobs in United States, New York, New York

Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Senior, you’ll see this first hand by being immersed in the evolving tax environment through preparing and auditing income tax provisions, assisting with income tax filings, consulting on planning opportunities, and coaching and developing staff on your engagement teams.

Your key responsibilities

You’ll spend your time supporting client engagements by reviewing staff work product, coordinating with clients and internal team members, managing deadlines, and tracking engagement economics. You’ll also be tasked with identifying and resolving tax technical issues, as well as sharing insights that will improve our processes and overall efficiency. In this role, you can expect to be prioritizing and handling a wide range of constantly evolving responsibilities.

Skills and attributes for success

• Providing our US and Japanese Inbound clients with domestic federal tax advice and guidance tailored to their unique needs
• Keeping up to date with ongoing trends and changes to legislation that will affect planning activities
• Supervising high-performing teams and sharing your experience and knowledge of leading-practices
• Building relationships at all levels both internally and externally, promoting a culture of collaboration
• Preparing practical recommendations to some of our clients’ most complex tax issues

To qualify for the role you must have

• A Bachelor’s degree in Accounting or a graduate degree in Tax or Law and approximately three years of related work experience.
• Progress toward (or completion of) a valid CPA certification or licensed attorney status
• A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
• Knowledge of Microsoft Excel, Access and data mining tools
• The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
• Fluency in Japanese
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Skills and attributes for success

• Commercial – as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings.
• Regulatory and Accounting – you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements.
• Taxation – you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues.
• Intangible Assets – within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how.

To qualify for the role, you must have

• A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and approximately 18 months of related work experience.
• Previous Business Valuation experience.
• Financial modeling skills including experience building models from scratch.
• Demonstrated record of solving complex problems and completing challenging projects.
• You must either reside in or be in a commutable distance to your office location for this position.
• The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.

Ideally, you will have

• Previous valuation experience in professional services/Big 4 Firm.
• Financial services industry experience.
• Financial modeling experience.
• Achievement of or significant progress towards a CFA.
• ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe.
• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client’s goals.

Your key responsibilities

• Drafting employment contracts, addendums, and internship agreements.
• Updating follow-up tracker and database daily.
• Generating regular reports.
• Assisting in the coordination of recruitment events for graduates and interns.
• Contribute to the onboarding process for new hires.
• Collaborate closely with HR team members, internal clients, and applicants throughout these tasks.
• Participate in various internal HR/recruitment projects.

Skills and attributes for success

• Currently pursuing a Bachelor's or Master’s degree in Human Resources Management, Business Administration, or a related field.
• Strong interest in HR and talent acquisition.
• Excellent communication skills, both written and verbal.
• Fluency in English. Additional languages such as French and/or German will be considered assets.
• Ability to multitask and prioritize in a fast-paced environment.
• Detail-oriented.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Prior experience in recruitment, HR, or customer service is a plus.

Building a better working world

Our offer of employment is contingent upon the successful completion of a background check and pre-screening requirements. The candidate acknowledges that all information provided must be accurate.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Skills and attributes for success

· Drive end-to-end development of agentic products that combine internal, public, and licensed third-party data.

· Translate ambiguous business goals into clearly defined agent roles, workflows, data requirements, and interface specs.

· Own product roadmap and use case prioritization based on technical feasibility, customer impact, and data availability.

· Collaborate with Engineers to validate model fit, feature strategy, and insight generation logic.

· Define POC and MVP requirements and success metrics for each agent product or data application.

· Prioritize features based on client value, business impact, and technical feasibility.

· Work closely with engineering, design, and architecture to ensure timely and high-quality delivery.

· Partner with cross-functional teams on go-to-market plans and adoption strategies.

· Communicate progress, risks, and decisions with clarity across levels.

To qualify for the role, you must have

· A bachelor’s degree in Business, Statistics, Economics, Mathematics, Engineering, Computer Science, Analytics, or other related field and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience.

· 5-8+ years of product management work experience with a proven track record of successfully launching and managing products throughout their lifecycle.

· Product management experience, ideally in data-intensive or AI/ML-driven platforms.

· Strong experience and understanding of data product lifecycle — ingestion, cleaning, merging, modeling, serving.

· Proven experience leading products that sit at the intersection of business insight, data science, and engineering.

· Strong understanding of real-world structured data merging, schema linking, and model evaluation at scale.

· Familiarity with the concepts behind agentic AI workflows, RAG, or data fusion for insight delivery.

· Excellent written and verbal communication skills, with experience presenting to stakeholders at all levels, including executive leadership.

· Familiarity with agile methodologies and product management tools.

· Ability to effectively communicate with cross-functional teams and drive alignment on product priorities.

· Passion for innovation and a deep understanding of market trends in AI and technology.

Ideally, you will have

· Experience deploying AI/ML products or features into a production.

· Experience working in a startup and/or management/strategy consulting.

· Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

· Collaborative, problem-solving, and growth-oriented mindset.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Skills and attributes for success

· Drive end-to-end development of agentic products that combine internal, public, and licensed third-party data.

· Translate ambiguous business goals into clearly defined agent roles, workflows, data requirements, and interface specs.

· Own product roadmap and use case prioritization based on technical feasibility, customer impact, and data availability.

· Collaborate with Engineers to validate model fit, feature strategy, and insight generation logic.

· Define POC and MVP requirements and success metrics for each agent product or data application.

· Prioritize features based on client value, business impact, and technical feasibility.

· Work closely with engineering, design, and architecture to ensure timely and high-quality delivery.

· Partner with cross-functional teams on go-to-market plans and adoption strategies.

· Communicate progress, risks, and decisions with clarity across levels.

To qualify for the role, you must have

· A bachelor’s degree in Business, Statistics, Economics, Mathematics, Engineering, Computer Science, Analytics, or other related field and 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience.

· 5-8+ years of product management work experience with a proven track record of successfully launching and managing products throughout their lifecycle.

· Product management experience, ideally in data-intensive or AI/ML-driven platforms.

· Strong experience and understanding of data product lifecycle — ingestion, cleaning, merging, modeling, serving.

· Proven experience leading products that sit at the intersection of business insight, data science, and engineering.

· Strong understanding of real-world structured data merging, schema linking, and model evaluation at scale.

· Familiarity with the concepts behind agentic AI workflows, RAG, or data fusion for insight delivery.

· Excellent written and verbal communication skills, with experience presenting to stakeholders at all levels, including executive leadership.

· Familiarity with agile methodologies and product management tools.

· Ability to effectively communicate with cross-functional teams and drive alignment on product priorities.

· Passion for innovation and a deep understanding of market trends in AI and technology.

Ideally, you will have

· Experience deploying AI/ML products or features into a production.

· Experience working in a startup and/or management/strategy consulting.

· Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

· Collaborative, problem-solving, and growth-oriented mindset.