Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Treasury and Tax Director will be a key function within the Firm responsible for providing corporate finance and tax advisory services to senior management and internal business units. He/she will be responsible for managing the Firm's liquidity, interest rate exposures (from both a revenue and expense perspective), tax positions, partnership distributions, quarterly estimated tax payments, annual tax payments and coordinates relationships with creditors, rating agencies, tax advisors, investors, and taxing authorities.

Duties and Responsibilities:

  • Oversee the firm’s cash flow and liquidity forecasting, including building and maintaining relevant modeling and analytics
  • Develop and implement appropriate treasury and cash management policies
  • Manage relationships with credit facility agent and participating lenders
  • Own quarterly credit facility reporting and compliance activities
  • Oversee the firm’s credit products (e.g., cash sweep, securities-based lending, margin lending) and drive profitability optimization strategies
  • Manage all aspects of firm corporate banking relationships
  • Work closely with Steward’s controller and FINOP in relation to net capital maintenance requirements at our broker-dealer subsidiary
  • Partner with controller in relation to A/R and A/P functions as necessary
  • Responsible for annual K-1 partnership distributions
  • Oversee the firm’s state and local tax filings and provisioning; ensuring that all tax filings and reporting are issued accurately and timely
  • Monitor tax compliance requirements
  • Conduct tax research including strategies to minimize tax liabilities and risks, solve complex issues impacting tax returns, and review related technical tax memoranda

Skills, Experience & Qualifications

  • Experience with broker-dealer (ideally) or other regulated financial services businesses
  • Detailed familiarity with cash management products (sweep, securities-based lending, non-purpose lending, and margin)
  • Prior experience managing / familiarity with corporate and partnership tax processes
  • Good working knowledge of corporate treasury, in particular capital, liquidity, and funding risk
  • Excellent quantitative and qualitative analysis skills, including ability to summarize complex business problems and detailed analysis with clarity and brevity
  • Excellent communication and interpersonal skills 
  • Self-starter, comfortable rolling up his/her sleeves and adept at working in a fast-paced, highenergy, entrepreneurial environment
  • Advanced knowledge of Microsoft Office products is required, particular focus on Excel and PowerPoint
  • Attention to detail and a strong commitment to accuracy
  • Bachelor's degree in Finance or Accounting and/or a demonstrable track record of related experience

Hybrid - Florham Park, NJ


Reports to:
Chief Financial Officer

For additional information or to submit a resume, please contact:
Jennifer Daley

Steward Partners Global Advisory, 2 Grand Central Tower / 140 East 45th Street, 36th Floor, New York NY 10017. Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.