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723 results in Brooklyn, NY

Director/Manager Financial Reporting

Hauppauge, NY
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
Director of Accounting – CPG / Consumer Goods 📍 Hybrid | Hauppauge, Long Island, NY Anna Parson at Robert Half is partnering with a growing consumer goods / CPG organization on an exciting opportunity for a Director of Accounting with strong technical accounting and SEC reporting expertise. Highly visible leadership role for a CPA who thrives in a fast‑paced, product‑driven environment and enjoys owning complex financial reporting and financial analysis in a regulated, growth-oriented company. As the Director of Accounting you will:<ul><li>Lead monthly, quarterly, and annual financial reporting in full compliance with U.S. GAAP</li><li>Oversee SEC filings, technical accounting research, and implementation of new accounting standards</li><li>Drive accurate and timely preparation of financial statements and management reporting</li><li>Partner closely with operations and executive leadership to deliver actionable insights</li><li>Manage audit preparation and serve as primary liaison with external auditors</li><li>Perform in-depth variance analysis and translate results into clear business narratives</li><li>Enhance reporting processes, controls, and documentation as the company scales</li><li>Support strategic initiatives, acquisitions, and systems improvements as needed</li></ul>Why This Director of Accounting Role:<ul><li>Hybrid schedule with real flexibility</li><li>Opportunity to own and elevate the accounting function</li><li>High-impact role with visibility to executive leadership</li><li>Stable company with growth and career advancement potential</li></ul>Contact Anna Parson at Robert Half or Apply today for immediate and confidential consideration.
2026-06-19T00:00:00Z

Hr Generalist

Glen Cove, NY
onsite
Temporary / Contract
25 - 30 USD / Hourly
An HR generalist, or human resources generalist, is responsible for completing various tasks to support the daily operations of the HR department. Their duties include comparing local, state, and federal laws to current internal policies and procedures; drafting templates for HR documents, including the Employee Handbook; employee relations and conducting sensitive employee conversations; and working with other members of the HR department to oversee the hiring and onboarding process for new company employees
2026-06-12T00:00:00Z

Sr. Accountant

Farmingdale, NY
onsite
Temporary / Contract
45 - 50 USD / Hourly
We are looking for an experienced Senior Accountant to support accounting operations and strengthen the accuracy of financial reporting for a long-term contract position. This role will play a key part in period-end close activities, general ledger oversight, and audit readiness while working closely with business partners across multiple functions. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a process-minded approach to improving efficiency and control. Responsibilities:• Oversee essential month-end, quarter-end, and year-end close activities by preparing journal entries, reviewing account balances, and analyzing fluctuations in financial results.• Manage general ledger activity to ensure records remain accurate, complete, and aligned with U.S. accounting standards and company policies.• Develop audit-ready schedules and supporting documentation for financial statement reviews and coordinate responses to audit-related requests.• Evaluate accounting guidance for complex transactions, including revenue recognition and lease matters, and draft clear technical accounting documentation when needed.• Help maintain accounting policies and strengthen internal controls to support compliance requirements and consistent financial reporting.• Collaborate with teams such as FP&A, Legal, Sales, and Operations to determine proper accounting treatment for contracts, expenditures, and strategic initiatives.• Perform account and bank reconciliations, investigate discrepancies, and resolve issues in a timely manner.• Contribute to process and system enhancements, including NetSuite-related improvements and automation efforts that increase reporting accuracy and efficiency.
2026-06-11T00:00:00Z

Executive Assistant

White Plains, NY
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an organized and resourceful Executive Assistant to support leadership operations in White Plains, New York. This position combines high-level administrative coordination with bookkeeping responsibilities, making it ideal for someone who can manage schedules while maintaining financial accuracy. The successful candidate will help keep daily activities running smoothly, communicate effectively with stakeholders, and handle accounting-related tasks with strong attention to detail. Responsibilities: • Coordinate executive schedules, arrange meetings, and organize travel plans to ensure efficient time management. • Create agendas, compile supporting documents, and prepare follow-up communications after meetings. • Maintain orderly records and documentation so important information is easy to retrieve when needed. • Review and process expense submissions, invoices, and purchase orders with accuracy and timeliness. • Support assigned initiatives and track progress on special projects to help meet business priorities. • Serve as a key point of contact between leadership and internal or external partners, promoting clear communication. • Prepare, edit, and proofread business correspondence, presentations, and reports for accuracy and professionalism. • Use bookkeeping tools to manage accounts payable, accounts receivable, and bank reconciliations in support of daily financial operations. • Anticipate leadership needs, balance competing deadlines, and adjust priorities to keep deliverables aligned with organizational goals.
2026-05-29T00:00:00Z

Bookkeeper Opportunities - Fairfield & Westchester County

Stamford, CT
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for an experienced Bookkeeper to support organizations in Stamford, Connecticut with accurate financial records and dependable day-to-day accounting operations. This role offers the opportunity to contribute across a range of industries while partnering closely with business leaders and accounting professionals. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage multiple accounting tasks in a fast-paced environment. Responsibilities: • Oversee daily bookkeeping activities to keep financial data current, organized, and accurate. • Process incoming invoices and outgoing payments while monitoring receivables and following up on outstanding balances. • Reconcile bank accounts, credit cards, and loan statements to ensure records align with supporting documentation. • Post journal entries and maintain the general ledger with a high level of accuracy and consistency. • Support monthly and annual closing procedures by preparing account analyses and resolving discrepancies. • Create financial reports such as income statements, balance sheets, and cash flow summaries for management review. • Assist with payroll administration, employee expense reimbursements, and related recordkeeping tasks. • Maintain up-to-date vendor and customer information and provide support for tax filings, 1099 preparation, and audit requests.
2026-06-09T00:00:00Z

Front Desk Coordinator

Central Islip, NY
onsite
Temporary / Contract
20 - 25 USD / Hourly
We currently have an open position for a well-organized and motivated front desk coordinator who is looking to grow their career in the financial investment industry. You will be a key player leading the lobby area at a growing financial investment firm. We are looking for a positive self-starter who is eager to thrive in a dynamic environment and deeply passionate about providing high quality administrative support. Are you friendly, flexible, and love taking initiative? Then we have a position for you.
2026-06-25T00:00:00Z

Sr. Accountant

Old Bridge, NJ
onsite
Permanent / Full Time
125000 - 130000 USD / Yearly
125,000 - 130,000 Benefits include - competitive salaries, health insurance, dental, and vision, paid time off Are you ready to take the next step in your accounting career with a company that’s been experiencing tremendous growth over the past five years? Our client is a well-established construction firm in Old Bridge, NJ, seeking a Senior Accountant or Accounting Manager (DOE) to join their expanding team.This position is open due to continued growth and the anticipated retirement of their long-time Controller within the next 1–2 years. It’s a unique opportunity for someone who wants to grow into a leadership role and make a lasting impact.What You’ll Do:<ul><li>Manage a broad range of general accounting functions</li><li>Oversee payroll processing and ensure compliance</li><li>Prepare and analyze financial reports</li><li>Support month-end and year-end close processes</li><li>Collaborate with leadership on budgeting and forecasting</li></ul>Requirements are:<ul><li>Minimum 5 years of accounting experience, ideally in construction or a related industry</li><li>Strong knowledge of general ledger, payroll, and financial reporting</li><li>Experience with Sage 300 is highly preferred, but not required</li></ul>The company offers an excellent benefits package including a profit sharing plan and excellent medical coverage. To apply email a resume to Robert Half. Or call Rich Singer, CPAAt 848-202-7970 to discuss this excellent opportunity.
2026-06-05T00:00:00Z

HR Recruiter

New City, NY
onsite
Temporary / Contract
26 - 31 USD / Hourly
We are seeking an HR Recruiter for the New City area. This is a contract role. This candidate would be responsible for managing the full-cycle recruitment process, from sourcing and screening candidates to coordinating interviews and supporting hiring managers in securing top talent. This role plays a critical part in maintaining a strong talent pipeline and ensuring a positive candidate experience.
2026-06-19T00:00:00Z

receptionist

Central Islip, NY
onsite
Temporary / Contract
20 - 22 USD / Hourly
We currently have an opening for an articulate, highly-skilled receptionist in a growing technical start-up company. This dynamic and creative company has just ranked as one of the “Fastest Growing Companies” in the local Business Journal! Are you a motivated self-starter who can handle multiple projects at once with a smile? Then we have a position for you.
2026-06-25T00:00:00Z

Payroll Coordinator

Bridgewater, NJ
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Payroll Coordinator to support payroll operations for a pharmaceutical organization in Somerset County, New Jersey. This Long-term Contract position is ideal for someone who can manage complex payroll activities with accuracy, maintain compliance across multiple states, and contribute to a dependable employee pay process. The role calls for strong attention to detail, confidence working with high employee volumes, and hands-on experience with ADP Workforce Now. Payroll Coordinator Responsibilities:• Process end-to-end payroll activities for a large employee population, ensuring timely and accurate pay delivery.• Administer payroll for employees across multiple states while applying applicable wage, tax, and compliance requirements.• Use ADP Workforce Now to review payroll data, validate entries, and resolve discrepancies before final submission.• Audit payroll records on a regular basis to confirm accuracy in earnings, deductions, taxes, and other payroll-related transactions.• Investigate and address payroll questions, exceptions, and payment issues in a thorough and timely manner.• Partner with HR, finance, and other internal teams to maintain current employee data that supports accurate payroll processing.• Support payroll reporting and documentation needs, including records required for compliance reviews and internal tracking.
2026-06-26T00:00:00Z

HR Generalist

New City, NY
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking an HR Generalist for a contract role in the New City area. This individual will support day-to-day HR operations, including employee relations, onboarding and offboarding, benefits administration, and compliance. The role requires a hands-on professional who can adapt quickly, manage multiple priorities, and partner with leadership to ensure a positive and compliant workplace.
2026-06-19T00:00:00Z

Accounts Payable Specialist

Montville, NJ
onsite
Temporary to Hire
19.95 - 23.1 USD / Hourly
We are looking for an Accounts Payable Specialist to join a team in New Jersey in a contract-to-permanent capacity. This role is centered on full-cycle accounts payable work, supporting departments by converting purchasing requests into properly issued purchase orders and ensuring invoices move through the payment process accurately and on time. The position also involves close collaboration with internal stakeholders, knowledge transfer during onboarding, and the opportunity to expand into additional accounting duties over time. Responsibilities: • Manage day-to-day accounts payable activities from invoice intake through final payment processing. • Review departmental requisitions and prepare purchase orders with accurate coding and supporting details. • Match invoices to purchase orders and verify that documentation is complete before payment is released. • Compile payment batches, generate bill lists, and coordinate timely disbursements by check and ACH. • Execute check runs and confirm payments are processed in accordance with company procedures. • Respond to questions from internal departments and provide timely support related to purchasing and payment status. • Learn existing workflows through cross-training with the current team member to ensure continuity of operations. • Maintain organized records and assist with related accounting responsibilities as the role grows over time.
2026-06-29T00:00:00Z

Office Manger

Central Islip, NY
onsite
Temporary / Contract
30 - 35 USD / Hourly
We currently have an excellent opportunity for a highly-skilled and motivated office manager to lead operations at a growing healthcare company. Are you a deeply passionate self-starter who is looking to grow their career? Then we have a position for you.
2026-06-25T00:00:00Z

Accounts Payable Accountant

Stamford, CT
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
Accounts Payable Accountant We are seeking an experienced Accounts Payable Specialist to join a fast-paced and growing organization. This role is responsible for the accurate and timely processing of invoices, vendor payments, expense reports, and account reconciliations across multiple business entities. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and the ability to thrive in a high-volume environment.Responsibilities<ul><li>Process invoices accurately and timely across multiple entities and currencies.</li><li>Review and code invoices and disbursements to the appropriate general ledger accounts, cost centers, projects, and business units.</li><li>Analyze expenditures to ensure proper accounting treatment, including expense versus capitalization determinations.</li><li>Review and process employee expense reports in accordance with company policies.</li><li>Prepare and process payments via check, ACH, and wire transfer.</li><li>Reconcile vendor statements, investigate discrepancies, and resolve outstanding issues.</li><li>Respond to vendor inquiries in a professional and timely manner.</li><li>Maintain vendor master records and supporting documentation.</li><li>Assist with month-end closing activities and special projects as needed.</li><li>Maintain vendor tax documentation and support annual 1099 reporting requirements.</li><li>Ensure compliance with internal controls, company policies, and accounting procedures.</li></ul>
2026-06-09T00:00:00Z

Financial Planning & Analysis Accountant

Stamford, CT
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion). If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).Straight out of the Big 4, great! The company will teach profitability analysis and you'll bring the balance sheet & Pnl statement analysis with you. This team does some corporate accounting, builds reporting, using Power BI and other tools for creating analytics around the firms budgets, expenses, revenue and profitability.
2026-06-09T00:00:00Z

Project Coordinator

Darien, CT
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for a Project Coordinator to join our team. This position is ideal for someone who can bridge client needs, technical product knowledge, and persuasive solution presentations in a SaaS environment. The role will partner closely with sales and other customer-facing teams to help prospective clients understand platform capabilities and value. Success in this position requires strong communication, curiosity, attention to detail, and confidence working with enterprise software systems. Responsibilities: • Partner with sales colleagues to design and deliver tailored software demonstrations that clearly align product capabilities with client priorities. • Engage prospective customers in discovery conversations to uncover business challenges, operational goals, and solution requirements. • Explain platform advantages in a clear, credible way that addresses questions, reduces uncertainty, and supports informed decision-making. • Keep demonstration environments, sample data, and supporting tools current, well-prepared, and ready for high-quality presentations. • Assist with responses to prospect inquiries by outlining system functionality and articulating how the platform supports business use cases. • Serve as an internal product resource for client-facing teams by sharing practical guidance and functional expertise. • Present software solutions to stakeholders with varying levels of technical and business knowledge, adapting messaging to each audience. • Work collaboratively across teams to strengthen the overall pre-sales experience and improve how solutions are communicated to potential customers.
2026-06-15T00:00:00Z

Help Desk/Desktop Support Analyst

Staten Island, NY
onsite
Temporary / Contract
20.5865 - 23.837 USD / Hourly
We are looking for a skilled Help Desk/Desktop Support Analyst to join our team on a contract basis in Staten Island, New York. In this role, you will provide comprehensive technical assistance to ensure smooth operations across multiple networks and campuses. You will be responsible for maintaining and troubleshooting systems, servers, and devices while collaborating with vendors to address hardware and software issues. Responsibilities: • Provide technical support to over 150 users across various networks and campuses. • Administer and maintain Microsoft Windows Servers, Active Directory, Group Policy, and endpoint devices. • Set up, configure, and manage multiple VMware servers, ensuring proper functionality and resolving issues. • Install, configure, and manage network devices to support organizational services. • Collaborate with external vendors to troubleshoot and resolve software and hardware challenges. • Lead projects involving server upgrades and migrations, ensuring timely and effective execution.
2026-06-23T00:00:00Z

Customer Service Manager

Fairfield, NJ
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for an experienced Customer Service Manager to lead a high-performing customer service team in Fairfield, New Jersey. This role is responsible for elevating the customer experience, strengthening day-to-day service operations, and building effective partnerships across the organization. The ideal candidate brings a hands-on leadership style, sound judgment, and a commitment to continuous improvement in a manufacturing environment. Responsibilities:• Lead the daily work of the customer service function, ensuring coverage, accountability, and dependable service delivery across all customer touchpoints.• Assign priorities across the team, review performance outcomes, and take timely action to keep response quality and service standards on track.• Coach, mentor, and develop representatives through regular feedback, structured training, and ongoing support that improves engagement and retention.• Manage complex customer matters and escalated concerns, guiding issues through to resolution while protecting a positive customer experience.• Analyze recurring service challenges and customer feedback to identify root causes and introduce preventive solutions.• Refine support processes and workflows to improve efficiency, accuracy, and overall service quality.• Monitor operational measures such as responsiveness, resolution effectiveness, and customer satisfaction, and share results with leadership.• Work closely with operations, sales, and other internal partners to align service efforts with broader business goals.• Maintain reliable documentation of customer communications, case activity, and service-related data within company systems.
2026-06-16T00:00:00Z

Accounts Payable Clerk

Morristown, NJ
onsite
Permanent / Full Time
50000 - 70000 USD / Yearly
A well-established organization in the Morristown area is seeking an Accounts Payable Clerk to join its accounting team. This role will focus on full-cycle AP processing with an emphasis on accuracy, timeliness, and strong vendor relationships. The ideal candidate is comfortable handling high volumes, navigating ERP systems, and collaborating across departments to resolve discrepancies. Key Responsibilities<ul><li>Process a high volume of invoices daily (typically 100–300+ per week) with a strong focus on accuracy</li><li>Perform 2-way and 3-way matching of invoices, purchase orders, and receipts</li><li>Code invoices to the general ledger in accordance with company policies and chart of accounts</li><li>Review invoices for proper approvals and ensure compliance with internal controls</li><li>Prepare and execute weekly payment runs (checks, ACH, wires), including verifying payment accuracy</li><li>Maintain and update vendor records, including W-9 collection and compliance documentation</li><li>Respond to vendor inquiries in a timely, professional manner and resolve billing discrepancies</li><li>Reconcile vendor statements and proactively identify/resolve open items</li><li>Assist with month-end close activities, including AP accruals, aging analysis, and reporting</li><li>Support audit requests by providing AP documentation and backup</li><li>Partner with procurement, project teams, or operations to resolve invoice and PO-related issues</li></ul>
2026-06-16T00:00:00Z

VP/Director of Finance

White Plains, NY
onsite
Permanent / Full Time
125000 - 170000 USD / Yearly
We are looking for a strategic finance leader to guide the financial health and operational effectiveness of a school in White Plains, New York. This position partners closely with executive leadership and the Board to support sound fiscal planning, disciplined budgeting, and responsible resource allocation aligned with the institution’s mission. The role also provides oversight across core business functions, combining financial stewardship with leadership of key non-instructional operations. Candidates who are coming out of a school or a NFP, with NY state funding can send resumes directly to joe.ciavardini@roberthalf Responsibilities:• Shape long-term financial strategy and recommend practical approaches that support institutional goals and sustainable operations.• Lead the full budgeting cycle, including annual planning, forecasting, variance review, and development of a balanced multi-year financial outlook.• Direct accounting and payroll activities, oversee month-end close, and maintain accurate, timely financial records and reporting.• Monitor cash position and prepare cash flow forecasts to support liquidity, planning, and informed decision-making.• Establish and strengthen internal controls to protect assets, improve accountability, and promote compliance with financial policies and regulations.• Oversee purchasing practices, vendor agreements, and contract administration to ensure cost-effective and compliant business operations.• Prepare financial analyses, reports, and presentations for senior leadership and the Board, translating complex data into clear recommendations.• Supervise business and operational functions such as risk management, food service, transportation, and facilities-related vendor relationships.• Lead and develop finance and business staff, fostering high standards of service, collaboration, and continuous improvement.• Support finance-related technology and systems enhancements that improve reporting, workflow efficiency, and operational visibility.
2026-06-12T00:00:00Z

Data Entry Clerk

New Canaan, CT
onsite
Temporary / Contract
18 - 19 USD / Hourly
Data Entry Clerk (Contract) – Financial Services Company | New Canaan, CTA financial services company in New Canaan, CT is seeking a detail-oriented Data Entry Clerk on a contract basis. This role is ideal for someone who thrives in a fast-paced office environment and can manage high-volume data entry with a strong focus on accuracy and confidentiality.Key Responsibilities:<ul><li>Enter and update client, account, and transaction information in internal systems</li><li>Review documents for accuracy, completeness, and compliance with company standards</li><li>Maintain organized digital and physical records</li><li>Verify data and identify discrepancies for correction</li><li>Support reporting, filing, and general administrative tasks as needed</li><li>Handle sensitive financial information with discretion and confidentiality</li><li>Communicate with internal teams to ensure timely and accurate processing</li></ul>
2026-06-22T00:00:00Z

HR Generalist

White Plains, NY
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for an experienced HR Generalist to join a growing organization in White Plains, New York, in a newly established role. This position is ideal for someone who thrives in hands-on environments and enjoys creating structure, strengthening compliance, and improving day-to-day HR operations. The role is hybrid and will support payroll coordination, employee administration, and workforce processes across multiple locations while helping build a more efficient HR function. Responsibilities:• Oversee the collection and submission of weekly payroll details to help ensure employees are paid accurately and on schedule.• Address employee inquiries related to compensation, pay statements, and routine payroll concerns in a timely manner.• Apply and monitor human resources practices that align with New York labor regulations, including requirements affecting seasonal and farm-based workforces.• Develop, document, and refine HR procedures to create consistency and improve operational effectiveness.• Organize and manage core employee lifecycle activities such as applications, onboarding, separations, and rehire preparation.• Support seasonal staffing transitions by coordinating workforce changes, including layoffs and return-to-work processes.• Maintain accurate personnel files, compliance records, and HR documentation in an organized and accessible manner.• Collaborate with leaders across different sites to provide practical HR support and ensure consistent administration.• Identify manual tasks that can be improved through streamlined workflows, automation, or better use of HR systems.• Provide daily HR administrative support, including assistance with employee relations, benefits coordination, and HRIS updates.
2026-06-26T00:00:00Z

Bookkeeper

White Plains, NY
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a detail-oriented Bookkeeper to support core accounting operations for a contract-to-hire opportunity based in West Harrison, New York. This fully onsite role will focus on maintaining accurate financial records, assisting with month-end activities, and helping ensure timely processing across payables, payroll support, and cash-related tasks. The ideal candidate brings strong reconciliation experience, is comfortable working in a fast-paced environment, and can contribute reliably during critical closing periods. Responsibilities:• Reconcile bank statements and general ledger accounts, investigate variances, and resolve issues to maintain accurate financial reporting.• Assist with month-end closing activities for key reporting periods, including preparing supporting schedules and validating account balances.• Create and record journal entries with clear backup documentation to support audit readiness and internal review.• Provide day-to-day accounts payable assistance by reviewing invoices, assigning appropriate coding, and following up with vendors as needed.• Support payroll administration by entering and verifying employee-related data and coordinating with payroll processing timelines.• Monitor cash activity, help maintain daily cash position records, and contribute to treasury-related reporting needs.• Review account activity for completeness and accuracy, ensuring financial data is properly organized and up to date.• Partner with accounting team members to meet deadlines and maintain smooth execution of routine bookkeeping functions.
2026-06-25T00:00:00Z

General Office Clerk

Plainview, NY
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a highly organized General Office Clerk to support a non-profit organization. This Long-term Contract position focuses on document handling, digital file processing, and accurate record tracking to help maintain efficient office operations. The ideal candidate is comfortable working with scanned records, managing spreadsheets, and keeping information organized in a fast-paced administrative setting. Responsibilities:• Retrieve and organize employee records to support day-to-day administrative needs.• Scan, copy, and digitally file documents with a strong focus on accuracy and completeness.• Maintain detailed tracking logs in Microsoft Excel to monitor document status and file activity.• Review records for consistency and ensure materials are properly labeled and stored.• Assist with general clerical duties such as data entry, document preparation, and correspondence support.• Use Microsoft Outlook, Word, and other office tools to help coordinate routine administrative tasks.• Support file management processes by keeping physical and electronic records orderly and accessible.
2026-06-29T00:00:00Z

Analyst

Mount Kisco, NY
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation. Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf Responsibilities:• Advise clients on estate planning strategies to protect and manage their assets effectively.• Develop tailored tax planning solutions to optimize financial outcomes for clients.• Conduct detailed investment analyses to identify opportunities and mitigate risks.• Build and maintain strong client relationships by providing exceptional service and clear communication.• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.• Monitor market trends and equity investments to provide informed recommendations.• Prepare detailed reports and presentations to communicate financial insights and strategies.• Ensure compliance with financial regulations and industry standards in all advisory services.• Utilize advanced financial tools and software to enhance analysis and decision-making processes
2026-06-19T00:00:00Z