<p>We have a prestigious client who is looking for an experienced Treasury Manager to oversee critical treasury functions and contribute to the financial health of our organization. Based in the Memphis, Tennessee area, this role will focus on cash management, banking relationships, and financial analysis while driving process improvements and operational efficiency. The ideal candidate will possess strong analytical skills and the ability to work independently in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including updating banking reports, setting cash positions, and investing excess funds.</p><p>• Forecast both short-term and long-term cash needs to ensure liquidity and financial stability.</p><p>• Initiate and process payments such as wires and ACH transfers using online banking systems.</p><p>• Open, close, and maintain bank accounts, including ensuring proper authorization of signers.</p><p>• Build and maintain strong relationships with banking partners to optimize financial services.</p><p>• Assist with financial audits and collaborate on month-end accounting tasks as needed.</p><p>• Conduct weekly remote check deposits and ensure timely reconciliation of accounts.</p><p>• Analyze large datasets to uncover trends, insights, and opportunities for improvement.</p><p>• Document treasury policies and procedures to ensure compliance and efficiency.</p><p>• Evaluate account analysis statements to identify discrepancies, trends, or pricing issues.</p>
<p>Manufacturing firm located in the Southern New Jersey area is looking to hire an Indirect Tax Supervisor with proven tax compliance expertise. As the Indirect Tax Supervisor, you will ensure compliance with tax laws and regulations, collaborate with internal terms, tax authorities, and external consultants to minimize tax risks and optimize tax efficiencies, assist with personal property tax audits, perform account reconciliations, monitor general ledger accounts, maintain proper documentation and records for audits and regulatory requirements, and analyze tax data and transactions to identify discrepancies and potential risks. We are looking for someone who can configure and troubleshoot the sales/use tax software platform, collaborate with finance and IT teams to optimize tax reporting systems and automation tools.</p><p><br></p><p>Major Responsibilities</p><p>· Oversee the preparation, review, and filing of indirect tax returns</p><p>· Ensure timely and accurate tax reporting in compliance with local, state, and international regulations</p><p>· Provide tax advice and support business transactions</p><p>· Oversee tax calendars/schedules to ensure timely execution of tax returns</p><p>· Draft resale certificates for vendors/suppliers</p><p>· Implement process improvements to enhance tax compliance</p><p>· Train and mentor team members on tax policies and best practices</p>
<p>The Branch Manager is responsible for the overall performance of the branch. Managers will be focused on leading team members, managing the branch P& L, driving new loan growth, managing current loan portfolio, marketing, maintenance of current business partnerships, and development of new strategic business partners. The Branch Manager will perform in accordance with the company Mission, Vision and Shared Values.</p><p>Duties and responsibilities</p><ul><li>Manages and inspires team members to perform to their full potential, thus driving branch profitability.</li><li>Exercises a degree of independent judgment in making decisions affecting employees and the work of the branch within company policy guidelines and District Supervisor oversight.</li><li>Subject matter expert on our personal loan product offerings in order to present loan solutions to current and potential customers that help them achieve their financial goals.</li><li>Creates and maintains branch operations solvency by the control of assets, proper credit extension, and proper follow-up and counseling of past-due customers.</li><li>Establish and build customer relationships through delivering exceptional service.</li><li>Assigns duties to employees and frequently examines their work for accuracy, neatness, timeliness and maintaining efficiency by training employees and adjusting errors.</li><li>Trains and develops employees with regard to current and new branch operations, company policies, procedures, and laws governing the consumer finance business.</li><li>Works with Recruiting and District Supervisors to address branch staffing needs.</li><li>Cultivates new relationships with local retail businesses. Partners with Account Managers to maintain strong relationships with current retail businesses, handle complaints and trains business partners in company policies and procedures.</li><li>Oversees the following duties including but not limited to:</li><li>Approves and closes loans, as necessary.</li><li>Works with past-due customers by developing a plan for resolution.</li><li>Delegates all collection activity on a daily basis and follows up to ensure completion.</li><li>Process insurance claims for customers. Maintains proper insurance claims records and reports.</li><li>Telephones and sends collection material to past-due customers, as needed.</li><li>Accepts and posts payments.</li><li>Processes and reviews loan documentation.</li><li>Answers telephone, as needed.</li><li>Completes month-end reporting.</li><li>Approves branch expenses.</li><li>Signs checks for branch expenses, loans and money remittances.</li><li>Approves all supply requisitions.</li><li>Verifies cash by balancing cash drawers and maintaining cash count record.</li><li>Other duties as assigned by leadership.</li></ul><p><br></p>
<p><strong>Position Overview:</strong></p><p>We are seeking a highly skilled and experienced <strong>Office Manager</strong> to join our team on a contract basis. This multifaceted role combines responsibilities across <strong>office administration, human resources, and accounting</strong>, making it ideal for a professional with strong organizational, communication, and multitasking abilities. The position offers opportunities to thrive in a dynamic environment with potential for cross-training and professional development.</p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Human Resources:</strong></p><ul><li>Facilitate the recruitment process, including job postings, candidate screening, and interview coordination.</li><li>Oversee employee onboarding, orientation, and training efforts.</li><li>Maintain accurate employee records and assist in compliance tracking and HR documentation.</li><li>Provide administrative support for HR-related projects and office-wide initiatives.</li></ul><p><strong>Office Administration:</strong></p><ul><li>Manage office operations by coordinating administrative tasks such as filing, data entry, and supply inventory management.</li><li>Coordinate meetings, schedules, and office communications to ensure seamless day-to-day operations.</li><li>Ensure the office remains clean, organized, and well-maintained.</li></ul><p><strong>Accounting Support:</strong></p><ul><li>Assist with accounts receivable functions, including cash application, collections, and processing credit applications.</li><li>Perform customer account updates and light bookkeeping tasks as needed.</li><li>Participate in cross-training initiatives within the accounting department to ensure adequate coverage.</li></ul>
We are looking for an experienced and detail-oriented VP/Director of Finance to oversee financial operations and ensure the accuracy of accounting records for our organization and its subsidiary. This leadership role involves supervising staff, ensuring compliance with financial regulations, and contributing to strategic financial planning. The ideal candidate will demonstrate expertise in bookkeeping, financial analysis, and nonprofit accounting practices.<br><br>Responsibilities:<br>• Ensure compliance with state and federal financial regulations and organizational policies.<br>• Oversee the allocation of resources, including staff, space, and financial assets, to maximize efficiency.<br>• Maintain accurate accounting records, including general ledger, accounts payable/receivable, payroll, and cash flow.<br>• Prepare monthly financial statements for review by the Executive Director and Board of Directors.<br>• Collaborate with departments to implement effective accounting policies and procedures.<br>• Manage payroll processes and maintain permanent payroll records.<br>• Handle accounts payable, including voucher preparation, cash disbursement, and payment scheduling.<br>• Monitor and report on accounts receivable and payable aging reports.<br>• Assist with budget preparation and coordinate annual budget planning across all departments.<br>• Train and evaluate financial services staff to ensure adherence to agency accounting procedures and policies.
<p>We are looking for an experienced Non Profit or Education Controller to join our team on a contract basis in Lenox, Massachusetts. In this role, you will oversee key financial functions, including the month-end close processes, ensuring the accuracy of general ledger accounts, preparing financial statements and operating expense analysis. </p><p><br></p><p>Responsibilities:</p><p>• Execute the execute month-end close processes to ensure timely and accurate reporting.</p><p>• Maintain and reconcile general ledger accounts, identifying and resolving discrepancies.</p><p>• Prepare and review financial statements, ensuring compliance with accounting standards.</p><p>• Perform account reconciliations and provide detailed analysis to support financial accuracy.</p><p>• Manage journal entries and ensure proper documentation for all financial transactions.</p><p>• Oversee the accounting for endowment funds, ensuring proper allocation and compliance.</p><p>• Collaborate on the development and tracking of the operating budget, providing insights and recommendations.</p><p>• Support financial audits by preparing necessary documentation and addressing auditor inquiries.</p><p>• Ensure adherence to internal controls and regulatory requirements across all accounting activities.</p>
We are looking for an experienced Accounting Manager to oversee key financial operations, including month-end close processes, cash flow reporting, and operational accounting activities. This role also involves providing essential support for audits and ensuring the accuracy of financial data. This is a Contract-to-Permanent position located in Cambridge, Massachusetts.<br><br>Responsibilities:<br>• Lead and manage month-end close procedures to ensure timely and accurate reporting.<br>• Prepare and analyze cash flow statements to maintain a clear overview of financial health.<br>• Oversee operational accounting functions, including account reconciliations and journal entries.<br>• Collaborate with auditors to provide necessary documentation and support during financial statement audits.<br>• Maintain and update the general ledger to ensure all transactions are accurately recorded.<br>• Develop and implement accounting policies and procedures to enhance efficiency and compliance.<br>• Monitor financial data to identify discrepancies and implement corrective actions.<br>• Provide insights and recommendations to improve financial processes and reporting.<br>• Ensure compliance with regulatory and organizational standards in all accounting practices.
<p><strong>Overview</strong></p><p>We are seeking a highly organized and experienced <strong>Billing Manager</strong> to oversee billing operations for municipal utilities, including water, sewer, gas, or electric services. This role ensures accurate customer billing, regulatory compliance, and timely collection of revenues while managing a team and implementing process efficiencies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage daily billing operations for utility services, including generation, review, and distribution of bills.</li><li>Supervise billing staff, including training, scheduling, and performance evaluations.</li><li>Ensure compliance with local, state, and federal regulations related to utility billing and collections.</li><li>Oversee customer account setup, adjustments, and dispute resolution.</li><li>Monitor accounts receivable, track delinquent accounts, and implement effective collection strategies.</li><li>Maintain and improve billing policies, procedures, and internal controls.</li><li>Collaborate with customer service, finance, and operations departments to resolve billing discrepancies.</li><li>Analyze billing data, prepare reports, and present revenue forecasts to management or governing boards.</li><li>Coordinate with IT teams to implement or upgrade utility billing systems.</li><li>Support audits and provide necessary documentation for compliance and regulatory reviews.</li></ul><p><br></p><p><br></p>
<p>National leader seeks an Accounting Manager with proven public accounting experience, and SEC experience. This role will be responsible for preparing journal entries, budgeting of various accounts, supervising accounting staff, managing the month end close process, performing general ledger analysis, completing account reconciliations, assist external auditors with the annual auditing process, prepare financial reports/statements, and develop and implement process improvements needed that will increase the internal revenue. We are looking for an Accounting Manager with a solid financial analysis skill set, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multitask while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Maintain general ledger accounts</p><p>· Accounts Payable/Receivable</p><p>· Account Reconciliation</p><p>· Manage month-end/year-end audits</p><p>· Review monthly accruals</p><p>· Account Analysis</p><p>· Spreadsheet Maintenance</p><p>· Prepare financial statements/reports</p>
<p>Accounting Clerk </p><p>A well respected, growing service organization is looking to hire an Accounting Clerk. In this role, you will be responsible for matching invoices to purchase orders and/or vouchers, data entry and assisting in the process of Accounts Payable (A/P) and Accounts Receivable (A/R). This dynamic team environment offers you a great work space/office, excellent benefits and great career advancement opportunity. This position reports to the Accounting Manager. </p><p>Responsibilities</p><p>· Support accounts payable: vendor invoices and disbursement filing, A/P invoice matching & filing </p><p>· Support Accounts Receivable: process daily invoices/credit, apply cash receipt, help with collection of past due balance </p><p>· General accounting and administration support: help with G/L account reconciliation and month-end closing, other ad hoc projects </p><p>· Correct transaction documents, which may require revision of other documents or entries as well as the original; may initiate other actions </p><p>· Code documents that require knowledge in determining proper classification of expenditure codes and accounting codes. </p><p>· Prepare statements and reports that require utilization of a variety of sources </p><p>· Post financial information to journals, registers, and ledgers, manually or by electronic equipment </p><p>· Reconcile discrepancies by checking all possible sources of disagreement, reconstructing probable actions, and recognizing the effect on other accounts; prepare correction documents as required </p><p>· Assist in budgetary control by monitoring budgets and originating or verifying adjustments and transfers </p><p>· Perform other related duties and participate in special projects as assigned </p><p>Please apply online or through our Robert Half app</p><p><br></p>
We are looking for an experienced Sales Manager to lead and drive sales efforts for a manufacturing company based in Grand Rapids, Michigan. This role requires a dynamic individual who can manage a team, oversee strategic accounts, and identify new business opportunities to foster growth. The ideal candidate will bring expertise in sales leadership and a proven track record in technology-related industries.<br><br>Responsibilities:<br>• Lead and manage a team of six sales representatives, providing guidance, training, and performance evaluations.<br>• Develop and implement strategic plans to increase sales and expand into new markets.<br>• Identify and pursue new business opportunities across target industries, including retail, manufacturing, and municipal accounts.<br>• Oversee key accounts, such as Meijer, ensuring growth and maintaining strong client relationships.<br>• Collaborate with shared services teams to streamline processes and enhance sales efficiency.<br>• Monitor sales performance metrics and report progress to senior management.<br>• Conduct market research to identify potential customers and industry trends.<br>• Negotiate contracts and pricing agreements to secure profitable deals.<br>• Present sales strategies and results during regular team meetings.<br>• Transition from daily office presence to a hybrid schedule as the role progresses.
<p>We are seeking an experienced Office Manager to oversee and lead administrative and accounting operations in Pine Bluff, Arkansas. This role requires a solid background in management and accounting, along with the ability to supervise a team and ensure precise financial processes. The ideal candidate will demonstrate strong leadership skills and exceptional attention to detail to ensure smooth and efficient operations.</p><p><br></p><p><strong>The salary range for this position is $50,000 - $70,000, depending on experience (DOE), along with a great benefits package. Join a thriving and growing local company with an excellent reputation!</strong></p><p><br></p><p><strong>Please reach out to Austen Zemrock on LinkedIn for a direct confidential conversation or email me a Word version of your resume for more information.</strong></p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team, including clerical staff, cashiers, warranty processors, and accounts payable personnel.</p><p>• Oversee day-to-day administrative functions to ensure efficiency and accuracy across operations.</p><p>• Conduct accounting tasks such as reconciliations, deal revenue accounting, and financial analysis.</p><p>• Prepare and review journal entries to maintain accurate records.</p><p>• Ensure timely completion of month-end close processes and general ledger management.</p><p>• Coordinate financial statement audits and provide necessary documentation and support.</p><p>• Monitor and analyze dealership financial performance, providing insights and recommendations for improvement.</p><p>• Foster a positive and collaborative work environment, maintaining strong communication within the team.</p><p>• Implement and maintain best practices in accounting and operational procedures.</p><p>• Address and resolve any operational or financial discrepancies in a timely manner.</p>
We are looking for a skilled Accounting Manager to lead and oversee the financial operations of our organization in Pleasant Prairie, Wisconsin. This role involves managing accounting processes, maintaining strong internal controls, and preparing accurate financial reports to support business decision-making. The ideal candidate will demonstrate excellent leadership, technical accounting expertise, and a commitment to continuous improvement.<br><br>Responsibilities:<br>• Lead and manage daily operations within the Accounting department, ensuring optimal performance and efficiency.<br>• Apply advanced knowledge in technical accounting areas such as fixed assets, lease accounting, cost accounting, freight, and cash management.<br>• Mentor and develop the Accounting team, fostering a culture of accountability and ongoing growth.<br>• Oversee month-end and year-end close processes, ensuring timely and accurate completion.<br>• Implement and maintain robust internal controls and drive continuous improvement across accounting processes.<br>• Direct the preparation and consolidation of financial statements and reports for all organizational entities.<br>• Coordinate and manage interim and year-end financial audits, ensuring compliance and accuracy.<br>• Collaborate with other departments to provide financial analysis and data essential for strategic business decisions.<br>• Establish and maintain comprehensive Standard Operating Procedures for the department.<br>• Perform other related duties as needed to support organizational objectives.
<p>For consideration, please reach out to<strong> Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <strong><em>Connect with me on LinkedIn</em></strong> at Jennifer Lavoie!</p><p><br></p><p>If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.</p><p><br></p><p>We are looking for a Controller to join our client's team. This Controller role could take someone who has supervisory experience and is ready for the next step up or an Accounting Manager ready for the next step up!!! In this role, you will oversee financial operations, ensuring accuracy and efficiency in reporting, reconciliation, and compliance. This position will oversee a team of 3 and support management with financial reporting. This company is willing to train the right person with management experience or take an experienced individual for the role! </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage month-end closing processes, ensuring timely and accurate reporting of financial data.</p><p>• Oversee account reconciliations to maintain the integrity of financial records.</p><p>• Prepare comprehensive financial statements and reports for internal and external stakeholders.</p><p>• Ensure compliance with accounting standards and regulatory requirements.</p><p>• Collaborate with departments to streamline financial operations and improve efficiency.</p><p>• Manage and maintain accounting software systems, ensuring optimal functionality and data accuracy.</p><p>• Provide leadership and guidance to the accounting team, fostering growth and development.</p>
<p>We are looking for an experienced Grant Manager to oversee the financial and compliance aspects of grant-funded programs. Based in Snoqualmie, Washington, this role focuses on ensuring adherence to regulations, maintaining internal controls, and supporting accurate reporting for grants and cooperative agreements. The ideal candidate will bring expertise in grant accounting and a commitment to maintaining integrity within financial practices.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and ensure compliance with federal, state, tribal, and funder regulations for grant-funded programs.</p><p>• Develop and enforce internal financial controls to safeguard against fraud, waste, and abuse.</p><p>• Coordinate with auditors and provide necessary documentation and responses during audits.</p><p>• Review and manage grant agreements, contracts, and cooperative agreements to ensure compliance with terms and conditions.</p><p>• Track allowable costs, indirect cost applications, match/cost share obligations, and reporting deadlines.</p><p>• Conduct regular compliance reviews of grant-funded programs and subrecipients.</p><p>• Serve as the primary point of contact for granting agencies regarding financial inquiries and budget modifications.</p><p>• Oversee the preparation and submission of accurate financial reports, reimbursement requests, and closeout documentation.</p><p>• Provide training and guidance to program managers, finance staff, and subrecipients on compliance requirements and best practices.</p><p>• Collaborate with internal teams to align financial and compliance practices with organizational goals.</p><p><br></p><p>The salary range for this position is $105,000 to $120,000 + bonus.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision - 100% paid for employee</p><p>401k with match</p><p>3 weeks PTO </p><p>12 paid holidays + office is closed last 2 weeks of December</p><p><br></p><p><br></p>
<p><strong>Position Summary</strong></p><p> The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the executive team, clients, custodians, and back office, ensuring smooth execution of both daily and strategic tasks. Reports to the CEO’s Advisory Associate.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Family Office & Client Administration</strong></p><ul><li>Manage household payments (utilities, insurance, etc.) and monitor bank balances</li><li>Coordinate fund transfers, property taxes, and insurance procurement</li><li>Assist with personal/business banking needs and archive relevant documents</li></ul><p><strong>Financial Reconciliation & Reporting</strong></p><ul><li>Maintain Excel reconciliations for bank/credit accounts (bi-monthly)</li><li>Support budgeting and prepare annual financial reports</li><li>Reconcile AMEX cards and monitor payment accounts</li></ul><p><strong>Account Opening & Maintenance</strong></p><ul><li>Manage onboarding (NetX360/Pershing), documentation, and compliance coordination</li><li>Track and renew W-8 forms; update client records</li></ul><p><strong>Statement & Documentation Management</strong></p><ul><li>Print, reconcile, and distribute account statements and reports</li></ul><p><strong>Transfers & SLOAs</strong></p><ul><li>Process transfer requests (SLOA, ACH, checks), distributions, and follow-ups</li></ul><p><strong>Invoice & Billing Review</strong></p><ul><li>Track and review fiduciary invoices as needed</li></ul><p><strong>Alternative Investments</strong></p><ul><li>Coordinate subscription agreements, AML docs, capital calls, and online access</li><li>Conduct quarterly reviews and upload K-1s</li></ul><p><strong>Tax Coordination</strong></p><ul><li>Distribute tax documents to CPAs and process estimated tax payments</li></ul><p><strong>Addepar Reporting</strong></p><ul><li>Generate, reconcile, and distribute Addepar reports</li></ul><p><strong>Administrative Support</strong></p><ul><li>Manage CEO’s calendar, travel, events, and reimbursements</li><li>Assist with year-end events, holiday gifting, and monthly reconciliations</li></ul><p><strong>Client Correspondence</strong></p><ul><li>Prepare and send client communications and documentation</li></ul>
We are looking for a Hedge Fund Accounting Manager to join our team in Dallas, Texas. This role is integral to ensuring the accuracy and efficiency of fund accounting operations while delivering critical financial insights to stakeholders. The ideal candidate will thrive in a fast-paced environment and have a proven track record in investment management accounting.<br><br>Responsibilities:<br>• Analyze and validate automated system reports to ensure accurate performance data.<br>• Manage fund administrators to guarantee timely financial closes and precise reporting.<br>• Provide critical financial data to portfolio managers and investor relations teams on both scheduled and ad-hoc bases.<br>• Review and approve fund accounting activities, including subscriptions, redemptions, money movements, P& L allocations, journal entries, monthly closes, and reconciliations.<br>• Supervise daily fund NAV monitoring and perform end-of-day reconciliations to support portfolio management decisions.<br>• Prepare comprehensive daily and monthly performance reports, incorporating calculations and statistics across various funds and fee structures.<br>• Collaborate with Investor Relations and Compliance teams to ensure all reports meet internal and external standards.<br>• Identify opportunities for process enhancements to improve operational efficiency and reporting accuracy.
<p><strong>For immediate consideration or questions, please contact Courtney Syverson, Recruiting Manager, at 608-259-1164</strong></p><p><br></p><p>We are looking for an experienced Senior Accountant to join our team in Madison, Wisconsin. This role offers the opportunity to manage key financial functions including accounts payable, accounts receivable, payroll, and general bookkeeping. The ideal candidate will excel in maintaining accuracy and compliance across all financial processes while contributing to administrative and HR program management.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily and periodic invoicing, credit processing, and collections for accounts receivable, ensuring timely deposits and accurate records.</p><p>• Manage weekly and periodic accounts payable transactions, including generating payments for approval and signature.</p><p>• Oversee biweekly payroll activities, including tax withholding, reporting, remittance, and benefits administration such as insurance and 401(k) contributions.</p><p>• Perform monthly bank reconciliations for credit card, checking, and other accounts, identifying and resolving discrepancies.</p><p>• Process expense reports to ensure compliance with company policies, addressing any deviations or issues.</p><p>• Administer HR programs and policies, including payroll management and benefits reporting.</p><p>• Prepare accounting adjustments and journal entries as needed to maintain accurate financial records.</p><p>• Respond to occasional inbound calls and provide general office administrative support when required.</p><p>• Ensure compliance with financial regulations and company policies while maintaining meticulous records.</p><p>• Collaborate with the Secretary Treasurer for credit approvals and payment authorizations.</p>
<p>Growing company in the Hartford area is looking for an Accountant. Working with the Accounting Manager and being a contributing member of the Accounting team, you will be responsible for general ledger maintenance, month end close, journal entry preparation, account reconciliations, bank reconciliations, accounts receivable, accounts payable, tax return preparation, audit and special projects as assigned. </p><p><br></p><ul><li>Process, record, and reconcile accounts receivable and accounts payable transactions.</li><li>Analyze and reconcile general ledger accounts.</li><li>Reconcile financial information to prepare and post journal entries.</li><li>Assist with month end close activities.</li><li>Prepare sales and use filings. </li><li>Analyze and report on weekly sales and inventory.</li><li>Conduct audits and participate in onsite audits. </li><li>Assist with payroll processing and credit/collections as needed. </li></ul><p>Minimum requirements for the Accountant include a Bachelor’s in Accounting, strong understanding of GAAP, 2+ years of month end close experience, ERP experience and advanced Excel / systems skills. </p><p>Base salary range of $60-75k plus benefits DOE.</p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Chelsea Halon at chelsea.halon@roberthalf com For expeditated consideration please email directly to chelsea.halon@roberthalf com vs “applying”. </p><p><br></p><p>All inquiries are confidential. Please note: at Robert Half we never present your background to a client company without your permission. </p><p><br></p><p>Chelsea.halon@roberthalf com</p>
<p><em>The salary range for this position is $85,000-$90,000 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]</em></p><p> </p><p>You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
<p>Established services provider is looking to hire an Accounting Manager who can build and maintain a strong financial team! This role involves maintaining internal controls, supporting strategic financial initiatives, preparing monthly account reconciliations, coordinating financial tax audits, monitor and analyze account data, overseeing the month end close process, entering general ledger activities, and staying updated on changes in accounting standards and regulations to ensure ongoing financial health and growth. The ideal Accounting Manager will have solid financial analysis skill set, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multitask while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Supervise and lead the accounting team, including accounts payable/receivable and general ledger</p><p>· Manage month-end and year-end closings</p><p>· Coordinate and support external audits </p><p>· Oversee tax filings ensuring compliance with local, state and federal regulations</p><p>· Prepare monthly, quarterly, and annual financial reports/statements</p><p>· Analyze financial data and provide insights to senior management</p><p>· Support system implementations, upgrades, and process automation projects</p><p>· Monitor and track internal assets and expenditures</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
The Senior Tax Accountant is responsible for managing the activities of the overall general accounting function. Will oversee, implement and maintain accounting systems, procedures and policies. This position ensures the accurate compilation, analysis and reporting of accounting data and acts as liaison between the company, government, client, and CPA auditors in providing the required information and ensuring that proper information is maintained.<br><br>ESSENTIAL DUTIES AND RESPONSIBILITIES<br>The essential functions include, but are not limited to the following:<br>1. Performs diversified accounting and tax assignments.<br>2. Directs and instructs assistants in work to be performed and working paper review<br>3. Prepares tax returns and suggests client tax planning ideas to supervisor, manager or shareholder<br>4. Overseeing basic Accounting procedures (A/R, A/P, time billing, P/R, G/L, tax payments and inventory control)<br>5. Managing financial statement preparation and month end and quarterly closing <br>6. Monitoring and reviewing all record of assets, liabilities, and other financial transitions<br>7. Performing all basic accounting procedures, financial statement preparation, month end closing, journal entries and general ledger maintenance, inventory roll forwards, and fixed assets and margin analysis; preparing supporting schedules for financial statements preparation<br>8. Communicating with customers to address any past due invoices on their account and providing weekly status updates to management<br>9. Ensuring all active projects are covered by valid, binding contracts<br>10. Reviewing, analyzing and reconciling general ledger accounts and investment transactions in conjunction with preparing quarterly reports for management<br>11. Perform analysis of operations on a monthly basis<br>12. Monitors staff schedules and assigns projects. Responsible for staff billing, profit budgets and efficiency. Reports to PiC and provides the results of their tax team
<p><strong>Job Title: Staff Accountant (Hybrid)</strong></p><p>📍 <em>Location: San Mateo, CA</em></p><p>🕒 <em>Job Type: Full-Time | Hybrid (3 days onsite, 2 days remote)</em></p><p><br></p><p><strong>Company Overview</strong></p><p>We are a growing, dynamic company based in San Mateo, CA, looking for a detail-oriented and motivated <strong>Staff Accountant</strong> to join our Accounting & Finance team. This role is ideal for someone who is proactive, thrives in a collaborative environment, and has a passion for maintaining accurate financial records and supporting business operations.</p><p>This is a <strong>hybrid position</strong>, offering a mix of remote flexibility and in-office collaboration in our San Mateo location.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Staff Accountant will support daily accounting operations, maintain general ledger entries, assist with month-end and year-end close, and ensure compliance with internal controls and GAAP standards. This role reports directly to the Accounting Manager and will work closely with other departments such as Accounts Payable, Payroll, and Finance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries for month-end close</li><li>Reconcile bank statements, credit card accounts, and other balance sheet accounts</li><li>Assist in the preparation of financial statements and monthly reporting packages</li><li>Maintain and update general ledger accounts and sub-ledgers</li><li>Perform account analysis and variance explanations</li><li>Support the preparation of schedules for audits and tax filings</li><li>Monitor and reconcile intercompany transactions</li><li>Help ensure compliance with company policies, accounting standards, and internal controls</li><li>Assist with fixed asset accounting, accruals, and prepaids</li><li>Participate in process improvement initiatives within the accounting function</li></ul>
We are looking for a dynamic Director of Customer Success to lead and enhance our customer engagement strategies in South Jordan, Utah. This role will focus on driving client retention, satisfaction, and advocacy while collaborating across departments to ensure a seamless customer journey. The ideal candidate will play a pivotal role in shaping our Customer Success structure and contributing to the company’s growth initiatives.<br><br>Responsibilities:<br>• Develop and execute strategies to achieve high customer retention rates, aiming for 95%+ Gross Retention and 110%+ Net Retention.<br>• Manage a portfolio of key accounts to ensure satisfaction, retention, and growth opportunities.<br>• Foster collaboration between Sales, Onboarding, and Customer Service teams to deliver a cohesive customer experience.<br>• Drive product adoption and engagement, targeting 75%+ feature utilization and 80%+ monthly active usage.<br>• Build a customer advocacy program, encouraging referrals and generating a significant portion of new business from client recommendations.<br>• Establish clear processes and frameworks for a dedicated Customer Success team, including key performance indicators and defined roles.<br>• Implement tools and systems to monitor customer health, gather feedback, and proactively address risks.<br>• Provide regular reporting on Customer Success metrics to inform leadership decisions and refine strategies.
