PFM’s nationwide arbitrage rebate and tax compliance practice is currently seeking an experienced professional interested in furthering his/her career in the field of public finance. We have a senior-level opening in our arbitrage rebate group for the successful candidate to assist with client project execution and management, new business development and staff management. The level at which this position will be hired will depend on the experience of the selected candidate.
This position affords the successful candidate the unique opportunity to work closely with seasoned professionals in PFM’s investment advisory business as well as the financial advisory professionals of PFM Financial Advisors LLC. Individuals interested in this role should be self-motivated and highly organized, possess strong interpersonal skills, and have demonstrated success building client relationships and providing leadership and training to staff.
While the group is based in Harrisburg, PA, we are open to this role being based in other geographic locations, such as Philadelphia, PA, Austin, TX, or Chicago, IL, where PFM has local offices.
PFM is a privately held registered investment advisor headquartered in Harrisburg, Pennsylvania, with offices around the country and is among the leading investment managers in the United States. PFM provides cash management, investment management and consulting services to local governments and other tax-exempt institutions. PFM’s consulting services include providing federal tax compliance services to our clients with tax-exempt and tax-advantaged debt obligations that are subject to the arbitrage rebate regulations. We also provide post-issuance compliance consulting and verification agent services to clients and serve as an internal advisor to our investment advisory and financial advisory colleagues. Compliance services include arbitrage rebate and yield restriction calculations, investment cash flow and expenditure allocation analysis, investment valuations, liability forecasting and related consulting services.
Qualified applicants should have knowledge of the arbitrage rebate regulations and compliance requirements of tax-advantaged debt issuers, client-facing work experience, excellent quantitative skills, and have worked with public sector entities and/or other non-profit institutions.
Key tasks include:
Compensation includes a competitive base salary, bonus eligibility, and comprehensive benefits package. PFM also offers the option for participation in profit sharing and 401K plans.
PFM is an Equal Opportunity Employer (EOE, M/F/D/V) and maintains a drug-free work environment.