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Tax Manager - Public

Tuckahoe, NY
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
We are looking for an experienced Public Tax Manager. This position is suited for a detail-oriented tax specialist who can oversee a range of compliance and provision activities while supporting clients with accurate, timely guidance. The role offers the opportunity to work across business and individual tax matters, with a strong emphasis on technical knowledge, organization, and client service. Qualified candidates can send resumes to joe.ciavardini@roberthalf Responsibilities:• Lead the preparation and review of annual income tax provisions for a diverse client portfolio.• Manage corporate and individual tax return engagements from planning through final filing, ensuring accuracy and compliance with current regulations.• Oversee sales and use tax processes, including filings, research, and resolution of tax-related issues.• Utilize CCH ProSystem Fx and related tax applications to coordinate workflows, maintain records, and support reporting needs.• Advise clients on entity formation considerations and tax implications for new and existing business structures.• Provide tax guidance to clients in the construction sector, addressing industry-specific reporting and compliance requirements.• Review S-corporation tax matters and ensure filings are completed correctly and on schedule.• Collaborate with internal teams and clients to identify tax risks, recommend solutions, and improve overall engagement delivery.
2026-10-23T00:00:00Z

Tax Manager - Public

Middletown, DE
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Base salary: $150,000 - $170,000/Year + Bonus Well established small firm with 3 offices, with uncapped career potential. When you talk about work life balance in public accounting, at this company it rings true! As per the Managing Director “ we are unique in the way we operate. 2 interviews and done As a Tax Manager you will be responsible for review of associates and Seniors. • Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback • Train and develop staff members • Provide detailed review and analysis of complex tax returns • Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm • Serve as the Tax client service coordinator for appropriate clients • Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities • Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards • Assist with new business development, extended service and tax issue recognition for existing clients • Manage corporate client needs with respect to tax services and federal and state tax compliance • Remain up-to-date on current tax practices and changes in tax law • Other duties as assigned • Some travel may be required Basic Qualifications: • BA/BS Degree – preferably in Accounting or similar field of study • CPA, JD, LLM, or EA • Minimum of 5 years of experience in Public Accounting • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements • Experience with the following: S-Corps, C-Corps, Partnerships • Effective verbal and written communication skills Preferred Qualifications: • Working knowledge of tax code and technical aspects of tax preparation and compliance • Strong technical skills in accounting and tax preparation, industry specialization a plus • Ability to handle multiple tasks simultaneously • Experience preparing or reviewing accounting for income taxes in accordance with ASC 740’s • Experience in dealing with international tax matters a plus
2026-11-06T00:00:00Z

Tax Manager - Public

Lowell, MA
onsite
Permanent / Full Time
125000 - 160000 USD / Yearly
We are looking for an experienced Tax Manager to join a growing organization in Lowell, Massachusetts. This position will oversee direct and indirect tax activities across domestic and international operations while helping strengthen reporting accuracy, compliance processes, and strategic tax planning. The role is well suited for a tax specialist who brings strong technical knowledge, sound judgment, and the ability to work effectively with finance partners and external advisors. Responsibilities:• Direct the preparation and review of quarterly and annual income tax provision activities, including supporting schedules, account reconciliations, financial statement disclosures, and technical tax documentation.• Coordinate federal, state, and international tax filings with outside advisors to help ensure timely, accurate compliance across all required jurisdictions.• Maintain and enhance tax controls, supporting documentation, and reconciliation procedures while identifying opportunities to improve efficiency and reporting quality.• Evaluate proposed tax strategies and analyze legislative or regulatory changes to determine their potential effect on the organization.• Prepare and monitor global cash tax forecasts in collaboration with treasury and finance teams across international locations.• Manage complex international tax computations such as Subpart F, foreign tax credits, and other cross-border tax considerations affecting the business.• Review transfer pricing matters, indirect tax obligations, and broader international compliance requirements to support ongoing operational needs.• Assist with responses to U.S. and non-U.S. tax audits, inquiries, and examinations by gathering documentation and coordinating with key stakeholders.• Recommend and implement technology-enabled improvements that streamline tax reporting, compliance execution, and overall process effectiveness
2026-11-10T00:00:00Z

Tax Manager - Public

Hauppauge, NY
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
We are looking for an experienced Tax Manager to join a New York-based public accounting firm's new office in West Palm Beach. This role is ideal for a tax specialist who can lead complex engagements, provide thoughtful guidance to clients, and support the development of staff. The position offers the opportunity to work across a broad range of tax matters while helping businesses and individuals navigate compliance, planning, and reporting requirements. Responsibilities:• Lead the review of tax filings and projections for individuals, corporations, partnerships, trusts, and estates to ensure accuracy and compliance.• Direct complex tax planning initiatives and develop practical structures that align with client goals and regulatory requirements.• Identify additional advisory opportunities by assessing client needs and recommending value-added tax and accounting services.• Evaluate and introduce technology-driven improvements that enhance the efficiency of tax preparation and financial compliance workflows.• Conduct in-depth research on complicated federal and state tax issues and translate findings into clear guidance for clients and internal teams.• Oversee the review of financial statements and related reporting engagements, including compilations and review-level work.• Supervise engagement teams by assigning work, coaching staff, and supporting ongoing career development.• Manage client engagements from planning through completion, serving as the primary point of coordination across deliverables and timelines.• Advise clients on business and accounting matters, including support in areas that may extend to controller-level guidance.• Monitor and manage federal, state, and local tax examinations, coordinating responses and representing client interests throughout the audit process.
2026-11-04T00:00:00Z

Tax Manager - Public

White Plains, NY
onsite
Permanent / Full Time
85000 - 130000 USD / Yearly
We are looking for an experienced Public Tax Accountant to join a well-established public accounting firm. This opportunity is ideal for a tax specialist who enjoys working in a collaborative boutique environment with exposure to tax compliance, financial statement preparation, and client advisory support. The role offers a clear path for long-term growth, including the chance to step into greater leadership responsibility over time. Qualified candidates can send resumes to joe.ciavardini@roberthalf Responsibilities:• Manage a diverse portfolio of tax engagements for individual and corporate clients, ensuring accuracy, timeliness, and compliance with applicable regulations.• Prepare and review complex tax filings, including individual, corporate, and C corporation returns, while resolving technical tax issues as they arise.• Oversee bookkeeping and accounting-related deliverables that support tax reporting and financial statement preparation.• Review compiled financial information and assist with the preparation of financial statements for client accounts.• Serve as a trusted point of contact for clients by answering questions, providing guidance, and maintaining strong working relationships.• Support partners with workflow management, staff oversight, and quality control across tax and related client service engagements.• Contribute to the ongoing development of the practice by identifying client needs, recommending additional services, and supporting business growth efforts.• Prepare for increased leadership responsibilities over time as part of a long-term succession planning strategy within the firm.
2026-10-23T00:00:00Z

Tax Manager - Public

Warrenton, VA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an experienced Tax Manager to lead tax engagement work for a diverse portfolio of clients. This role focuses on preparing and reviewing annual tax filings for small businesses and individuals while providing thoughtful guidance on tax strategy and compliance matters. The position also plays a key part in overseeing accounting deliverables and ensuring the accuracy of bookkeeping work completed by team members. Responsibilities: • Manage tax engagements for small business and individual clients, ensuring timely completion of annual filings and related deliverables. • Prepare and review federal and applicable state tax returns, including Forms 1040, 1065, 1120, 1120S, 990, and selected estate and trust returns. • Advise clients on tax-saving opportunities, entity-related considerations, and planning strategies that support their financial goals. • Oversee compliance activities by verifying accuracy, completeness, and adherence to current tax regulations and filing requirements. • Review bookkeeping and accounting work prepared by staff, identify discrepancies, and provide direction to maintain reliable financial records. • Support business clients with accounting-related matters that impact tax reporting, year-end close, and financial statement readiness. • Guide and mentor entry-level team members by answering technical questions and promoting high-quality work across engagements. • Coordinate with clients to gather documentation, clarify financial activity, and resolve tax or accounting issues efficiently.
2026-11-09T00:00:00Z

Tax Manager - Public

Fairfax, VA
onsite
Permanent / Full Time
120000 - 165000 USD / Yearly
We are looking for an experienced Tax Manager to join a respected public accounting firm in Fairfax, Virginia. This position offers the chance to lead tax engagements, advise a diverse client base, and play a meaningful role in developing both staff and client relationships. The ideal candidate brings strong public accounting expertise, sound judgment in complex tax matters, and the ability to deliver high-quality service in a deadline-driven environment. Responsibilities: • Lead the preparation and final review of complex federal and state tax filings for individuals, partnerships, S corporations, and corporations. • Direct tax compliance and planning engagements for closely held businesses, high-net-worth clients, and middle-market organizations. • Analyze technical tax issues and develop practical recommendations that support client planning and compliance objectives. • Manage engagement timelines, staffing, and workflow to ensure projects are completed accurately and on schedule. • Provide day-to-day leadership to tax professionals through coaching, technical guidance, and constructive performance feedback. • Review returns, supporting schedules, and workpapers prepared by team members to maintain quality and adherence to applicable regulations. • Advise clients on federal and multi-state tax matters, including filing obligations, planning opportunities, and risk considerations. • Partner with firm leadership to strengthen client relationships, identify additional service needs, and support practice development efforts. • Monitor changes in tax laws and industry developments to help maintain current and effective client service strategies.
2026-11-06T00:00:00Z

Tax Manager - Public

West Des Moines, IA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
Accounting Opportunity | Tax & Client Advisory LeadershipMany public accounting professionals are asking the same question:"What does the next stage of my career look like if I don't want to spend years climbing a traditional partner track?"I'm partnering with a rapidly growing public accounting organization that continues to expand through acquisition and organic growth and is adding experienced professionals to support increased client demand.This isn't a typical CPA firm.✅ Entrepreneurial culture focused on results rather than billable hour pressure ✅ Opportunity to lead client relationships and become a trusted advisor ✅ Exposure to tax, CAS, and broader financial services resources ✅ Transparent compensation philosophy with strong earning potential tied to production ✅ Future employee ownership opportunity through a planned ESOP structure ✅ Growth-minded leadership with expansion plans across multiple markets ✅ Flexibility and autonomy while still having the support of a larger organizationThey're particularly interested in professionals who:• Have public accounting tax experience • Enjoy building and managing client relationships • Want a voice in the future direction of the office • Are looking for leadership opportunities beyond simply preparing returns • Value collaboration, flexibility, and long-term growthThis is an excellent opportunity for a Tax Manager, Senior Tax Accountant, CPA, EA, or public accounting professional who wants more influence, more opportunity, and a clearer path to future leadership.📩 Message me confidentially if you'd be open to learning more.
2026-11-02T00:00:00Z

Tax Manager - Public

Davenport, IA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an experienced Tax Manager to join a public accounting team. This role will lead complex tax engagements for business clients while providing practical guidance on compliance, planning, and reporting matters. The ideal candidate brings strong technical tax knowledge, a client-focused approach, and the ability to manage multiple deadlines in a fast-paced services environment. Responsibilities: • Lead the preparation and review of corporate tax filings and related workpapers to ensure accuracy, completeness, and timely submission. • Oversee annual income tax provision activities, including analysis, documentation, and coordination with client stakeholders. • Advise clients on sales and use tax matters, using CCH Sales Tax resources to support research and compliance needs. • Manage tax engagements from planning through final delivery, balancing workloads, priorities, and deadlines across multiple accounts. • Utilize CCH ProSystem fx and related tax software to streamline return preparation, review processes, and reporting. • Provide guidance on entity formation considerations, including tax implications and structural recommendations for new or evolving businesses. • Mentor tax staff and senior team members by reviewing work, offering technical direction, and supporting ongoing career development. • Maintain strong client relationships by communicating findings, resolving issues, and identifying opportunities for tax planning improvements.
2026-11-06T00:00:00Z

Investment Operations Analyst

Minneapolis, MN
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a sharp, detail-driven Investment Operations Analyst to support an investment loan portfolio in Minneapolis, Minnesota. In this role, you will help maintain accurate reporting, evaluate loan and portfolio performance, and strengthen day-to-day operational controls across investment activity. This position is well suited for someone who enjoys working with financial data, improving processes, and partnering with internal teams and external service providers to keep operations running smoothly. Responsibilities:• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.
2026-11-06T00:00:00Z

Business Operations Analyst (Fund Operations)

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Business Operations Analyst (Fund Operations)📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Great Benefits Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence. This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment. Key Responsibilities<ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul>Why This Opportunity?✅ Exposure to public and private market investments✅ Blend of accounting, reporting, investment operations, and analytics✅ Strong mentorship and career growth potential✅ Technology-forward environment embracing AI and automation✅ High visibility and interaction with investment professionals and leadership✅ Competitive compensation, bonus opportunity, and comprehensive benefits package For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Retirement Fund Project Manager

Charlotte, NC
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
We are seeking a highly organized Retirement Fund Project Manager to oversee retirement plan activities, coordinate compliance-related deliverables, and serve as a key point of contact for clients in Charlotte, North Carolina. The ideal candidate has a background in retirement plan recordkeeping and third-party administration (TPA), with hands-on knowledge of 401(k) compliance testing, Form 5500 filings, and Department of Labor reporting requirements. This role is best suited for a detail-oriented, process-driven professional who excels at organizing complex information, managing competing priorities, and maintaining strong client relationships. Advanced Excel skills are essential, and experience with FIS Relius is highly desirable. Responsibilities<ul><li>Oversee and coordinate retirement plan activities, ensuring deliverables, deadlines, and client expectations are managed effectively.</li><li>Serve as a primary point of contact for clients, addressing questions, communicating project updates, and coordinating the resolution of retirement plan issues.</li><li>Coordinate retirement plan compliance activities, including 401(k) nondiscrimination testing, annual Form 5500 filings, and other applicable regulatory reporting requirements.</li><li>Review retirement plan records, reports, and data to identify discrepancies, maintain accuracy, and ensure required deliverables are completed on time.</li><li>Partner with third-party vendors, recordkeepers, and internal stakeholders to coordinate plan activities and resolve outstanding items, leveraging external providers for routine processing and administration.</li><li>Organize and track multiple retirement plan tasks, compliance deadlines, and reporting requirements while maintaining clear documentation and follow-through.</li><li>Develop, maintain, and manipulate Excel spreadsheets to organize plan information, sort and analyze data, track deliverables, and identify discrepancies.</li><li>Support future retirement plan recordkeeping platform transition initiatives by helping organize data, coordinate project activities, and maintain continuity of client service.</li><li>Identify opportunities to improve workflows, strengthen organization, and enhance the accuracy and efficiency of retirement plan operations.</li></ul>
2026-10-26T00:00:00Z

Financial Planner at RIA

Mountain View, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planning & Analysis Senior

Albuquerque, NM
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
We are looking for a Financial Planning & Analysis Senior to join a manufacturing organization in Albuquerque, New Mexico. This position will lead planning and analysis efforts that help leadership understand cost drivers, improve operating performance, and support sound business decisions. The role works closely with operations, supply chain, and engineering teams to turn financial data into practical recommendations that strengthen profitability and efficiency. Responsibilities:• Direct the budgeting and forecasting cycle, ensuring financial plans reflect operational goals and current business conditions.• Evaluate product costs, inventory activity, margin performance, and plant results to identify key financial trends and risks.• Partner with leaders across operations, supply chain, and engineering to uncover opportunities that improve efficiency and reduce spend.• Build and maintain financial models that support scenario planning, business cases, and strategic decision-making.• Deliver regular variance analysis and performance reporting, explaining results clearly and recommending corrective actions where needed.• Support pricing, profitability, and cost improvement initiatives with data-driven analysis and actionable insights.• Contribute to inventory optimization efforts by monitoring cost impacts, working capital trends, and manufacturing performance metrics.Senior
2026-11-10T00:00:00Z

Mill Accountant

Petersburg, VA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a detail-oriented Mill Accountant to support financial operations for a manufacturing facility in Petersburg, Virginia. This position plays a key role in keeping accounting records accurate, analyzing plant costs, and delivering reports that help leadership understand operating performance. The ideal candidate brings strong analytical skills, sound accounting knowledge, and the ability to work closely with plant and finance teams to improve visibility into costs, inventory, and overall financial results. Responsibilities: • Oversee day-to-day accounting activity for the mill, ensuring transactions, records, and financial reporting are completed accurately and on schedule. • Examine accounts payable activity, verify supporting documentation, and partner with internal teams to resolve invoice issues or other exceptions promptly. • Administer fixed asset accounting by tracking asset activity, monitoring capital spending, and evaluating project costs against approved budgets. • Manage inventory accounting by reconciling detailed records to the general ledger, reviewing count adjustments, and coordinating physical inventory activities with finance and audit partners. • Compile and distribute operational performance reports that summarize production volumes, usage rates, labor metrics, yields, and cost trends for plant leadership. • Support the monthly close by preparing accruals, completing account reconciliations, and performing financial reviews that strengthen the accuracy of period-end results. • Assist with forecasting, annual planning, and budgeting by developing cost estimates and contributing financial insight to projected operating results. • Partner with mill leadership to perform cost analysis and scenario modeling that identifies opportunities to control spending and improve profitability. • Review financial and operational data capture processes under accounting leadership guidance to help ensure compliance, consistency, and timely reporting.
2026-10-29T00:00:00Z

Tax and Compliance Manager

Sturtevant, WI
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Tax and Compliance Manager to support tax reporting, regulatory compliance, and core accounting activities for a growing organization in Sturtevant, Wisconsin. This position plays a central role in managing multistate indirect tax obligations, strengthening financial accuracy, and partnering with internal teams on compliance-related matters. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to navigate complex tax requirements across multiple jurisdictions. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Lead the preparation and submission of sales and use tax filings across numerous state and local jurisdictions, ensuring timely and accurate compliance.• Monitor multistate tax obligations, evaluate changing regulations, and determine how new rules may affect business operations.• Investigate tax questions, resolve notices from agencies, and coordinate responses during state and local tax examinations.• Maintain compliance schedules, review exemption and vendor documentation, and oversee processes related to W-9 validation and 1099 reporting.• Partner with outside tax advisors on income and franchise tax payments and support broader tax planning and compliance efforts.• Contribute to month-end, quarter-end, and year-end close activities by analyzing account activity, resolving variances, and preparing supporting schedules.• Assist with accruals, prepaid expenses, fixed assets, and other general ledger tasks while supporting management and financial reporting needs.• Provide oversight for licensing compliance, work with bonding partners on required documentation, and help improve tracking procedures across finance operations.• Identify opportunities to enhance accounting workflows, strengthen controls, and guide operational teams on the tax impact of project-related decisions.
2026-10-21T00:00:00Z

Tax Senior or Manager (Private Family Office)

Rockville, MD
onsite
Permanent / Full Time
120000 - 175000 USD / Yearly
Tax Senior / Tax Manager – Family Office | Rockville, MD (on-site)Are you a tax professional who enjoys variety, high-touch client work, and the opportunity to operate as a trusted partner in a sophisticated family office environment? We are seeking a strong Tax Senior or Tax Manager to work closely with leadership across a broad range of tax matters, supporting complex planning, compliance, and analysis for high-net-worth individuals and related entities. This is an ideal opportunity for someone who thrives in a highly collaborative, hands-on role and enjoys serving as a key resource across multiple areas of tax. You’ll step into a visible position with meaningful exposure to nuanced tax issues, strategic planning, and the day-to-day needs of a dynamic family office.What You’ll Do<ul><li>Partner closely with senior leadership on a wide range of tax matters.</li><li>Support high-net-worth individual tax compliance, analysis, and planning.</li><li>Assist with estate and trust tax matters.</li><li>Contribute to partnership tax work.</li><li>Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives.</li><li>Prepare tax calculations and projections.</li><li>Assist with tax analysis and planning projects.</li><li>Draft clear, professional tax memos, correspondence, and emails.</li><li>Track action items and manage follow-ups to ensure timely execution.</li><li>Potentially assist with private equity tax compliance matters.</li></ul>Why This Role<ul><li>Unique opportunity to work in a family office setting with broad exposure to complex personal and entity tax matters.</li><li>High-visibility role with close partnership to senior leadership.</li><li>Blend of compliance, planning, projections, and analysis.</li><li>Opportunity to expand into sophisticated areas including trusts, partnerships, and private equity-related tax work.</li><li>Collaborative environment where versatility, initiative, and strong judgment are highly valued.</li></ul>If you are a polished tax professional looking for a career move that offers breadth, impact, and exposure to complex private client tax matters, we’d love to hear from you.
2026-10-14T00:00:00Z

VP-Fund Accounting

Dallas, TX
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for an experienced VP-Fund Accounting specialist to support complex fund accounting operations for investment vehicles in Dallas, Texas. This Long-term Contract position is suited to a hands-on leader who combines strong technical knowledge with a willingness to work closely with detailed accounting deliverables. The ideal candidate brings deep experience in private credit and private equity fund environments, along with the ability to manage reporting, allocations, and investor-related activity with accuracy and consistency. Responsibilities: • Oversee day-to-day fund accounting activities across private investment structures, ensuring accurate records, reconciliations, and period-end deliverables. • Prepare and review fund-level calculations, financial statements, and trial balances to support complete and timely reporting. • Execute capital activity processing, including capital calls, distributions, and related allocation schedules. • Administer waterfall calculations, management fees, carried interest, and fund expense allocations in accordance with governing documents. • Produce investor reporting packages and account statements that clearly reflect fund performance and partner activity. • Interpret partnership agreements and offering documents to apply terms correctly within accounting and reporting processes. • Partner with external auditors and respond to client inquiries by providing accurate support, documentation, and accounting analysis. • Contribute directly to detailed accounting execution in a non-supervisory capacity while maintaining high standards of control and accuracy.
2026-11-09T00:00:00Z

Senior Technical & Operational Accounting Manager

Austin, TX
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are working with a growing Austin-area company that is looking to add a Hybrid Senior Accountant to its team. This is a highly visible role that offers a blend of accounting, analysis, and cross-functional collaboration, with significant exposure to operations, process improvement, and financial reporting. What You'll Do:<ul><li>Manage month-end close activities, including journal entries, account reconciliations, and financial reporting.</li><li>Support accounting for inventory, operational transactions, and cost-related activities.</li><li>Analyze financial and operational variances, identify trends, and provide actionable insights to management.</li><li>Partner with operations and finance teams to improve reporting accuracy and strengthen internal controls.</li><li>Assist with the development and enhancement of accounting processes and reporting frameworks.</li><li>Support audit activities by preparing schedules, reconciliations, and supporting documentation.</li><li>Contribute to ERP implementations, system improvements, and process automation initiatives.</li><li>Help build scalable accounting processes to support a growing organization.</li></ul>
2026-11-06T00:00:00Z

Workday Financial FDM Practice Director

Dallas, TX
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for an experienced Workday Financial FDM Practice Director to lead a high-performing practice focused on financial architecture, implementation delivery, and client advisory services in Dallas, Texas. This role combines deep functional expertise with leadership responsibility, guiding solution strategy, mentoring consultants, and partnering with senior finance and technology stakeholders. The ideal candidate brings strong Workday Financials configuration experience, a consulting mindset, and the ability to shape scalable delivery standards across complex enterprise environments. Responsibilities: • Direct the overall strategy, growth, and operational leadership of the Workday Financials practice while strengthening service offerings and client impact. • Guide end-to-end solution delivery across design, system configuration, validation, deployment, and ongoing support for Workday Financials engagements. • Define implementation methods, governance expectations, and quality benchmarks to promote consistent and accurate configuration outcomes. • Lead, coach, and develop consultants through hiring, training, performance support, and career mentorship. • Partner with prospective and existing clients during discovery sessions, scope definition, proposal development, and executive-level presentations. • Advise finance and technology leaders on Workday Financials architecture, operating models, and best practices for complex organizational needs. • Oversee delivery for projects involving managed services, enterprise integrations, reporting, and security within the Workday ecosystem. • Support transformation initiatives involving multi-entity structures, acquisitions, divestitures, and evolving financial management requirements.
2026-11-03T00:00:00Z

Investment Analysis

Bethesda, MD
remote
Temporary / Contract
40 - 50 USD / Hourly
A large financial firm is seeking a remote investment analyst for a 4 month contract.Duties include:<ul><li>filling out private investment legal documentation for investment execution</li><li>KYC/AML process to invest in an LP Fund</li><li>Review standard and complex Client Recommended Investments across all impact themes, asset classes, sectors, geographies, and structures to assess suitability for investment</li><li>Ensure compliance with internal procedures and regulations, and provide guidance to other team members as needed </li><li>Peer review investments prepared by other Associates and Senior Associates </li><li>Coordinate investment document execution and facilitate wiring of funds</li></ul>
2026-11-03T00:00:00Z

Director of Financial Reporting and Technical Accounting

Chicago, IL
onsite
Permanent / Full Time
190000 - 200000 USD / Yearly
The salary range for this position is $190,000 - $200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Responsibilities<ul><li>Own the preparation and filing of SEC reports including Forms 10-K, 10-Q, and 8-K, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Lead preparation and review of quarterly and annual financial statements and disclosures.</li><li>Oversee consolidated financial reporting for a global structure of 100+ legal entities, ensuring consistency, accuracy, and compliance across all regions and business units.</li><li>Ensure compliance with Sarbanes-Oxley (SOX) requirements, including documentation, testing, and remediation of key controls related to financial reporting.</li><li>Coordinate with investor relations, legal, and external auditors to ensure timely and accurate filings.</li><li>Lead coordination of external audits, including planning, deliverables, issue resolution, and communication with audit teams.</li><li>Present key disclosures and financial insights to senior leadership, including the CEO and CFO.</li><li>Monitor and interpret new SEC regulations and accounting standards, providing guidance on impacts.</li><li>Benchmark peer disclosures and Non-GAAP metrics to inform reporting strategy.</li><li>Lead technical accounting for complex transactions, including mergers, acquisitions, and divestitures.</li><li>Manage integration of large-scale acquisitions, including financial reporting alignment, system harmonization, and internal control implementation.</li><li>Oversee complex accounting matters and related external reporting impacts.</li><li>Prepare and review technical accounting memos, transaction-related memos, pro forma disclosures, and regulatory filings.</li><li>Manage accounting policy changes and standard adoptions, including auditor communications.</li><li>Implement revenue recognition standards across diverse business models and contract types.</li><li>Review contracts for accounting implications, including leasing, financing, and foreign currency impacts.</li><li>Oversee pension accounting and coordination of actuarial valuations.</li><li>Manage hedge accounting programs and ensure proper documentation and compliance.</li><li>Review and support accounting for stock-based compensation plans.</li><li>Prepare and analyze segment reporting, including implementation of changes to reporting structures.</li><li>Conduct goodwill and intangible asset impairment reviews and reporting unit analyses.</li><li>Support restructuring accounting and related disclosures.</li><li>Lead initiatives to enhance reporting systems and automate financial processes.</li><li>Drive improvements in close timelines and reporting accuracy.</li><li>Collaborate cross-functionally to streamline acquisition accounting and month-end close processes.</li><li>Support financial systems optimization, including work with platforms such as Syteline, OneStream, and HFM.</li></ul>
2026-10-23T00:00:00Z

Tax Manager or Senior Tax Manager

Roseville, CA
onsite
Permanent / Full Time
150000 - 220000 USD / Yearly
We are looking for an experienced, detail-oriented Senior Tax Manager or Tax Manager to join a growing public accounting practice serving clients in multiple states. This position offers flexibility in how work is performed, with options that may include onsite, hybrid, or primarily remote arrangements for candidates in the Greater Sacramento area. The role is well suited for someone who wants to deepen client ownership, guide developing team members, and contribute to the continued growth of the firm’s tax practice. Responsibilities:• Lead a diverse book of tax engagements and ensure compliance and advisory work is completed accurately and within established timelines.• Examine complex returns for individuals, partnerships, S corporations, C corporations, and other business entities before final delivery to clients.• Advise clients throughout the year on tax strategies that support planning, compliance, and broader business objectives.• Analyze intricate federal and state tax questions and translate findings into practical, client-focused recommendations.• Coordinate multiple assignments at once, balancing seasonal deadlines and year-round service commitments across a varied client portfolio.• Strengthen client relationships by anticipating needs, identifying planning opportunities, and serving as a reliable tax advisor.• Oversee the work of staff and senior accountants by providing technical direction, thoughtful review notes, and constructive coaching.• Support the development of team members through mentoring, training, and ongoing guidance that builds internal capability.• Work closely with partners and firm leadership on engagement planning, staffing priorities, client strategy, and practice expansion efforts.• Contribute to operational improvement by recommending ways to enhance workflow efficiency, service quality, and engagement performance.
2026-10-13T00:00:00Z

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