We are looking for an experienced Controller to lead the accounting operations of our credit union located in Hawthorne, California. This role is ideal for a skilled individual with a strong background in financial reporting, budgeting, and regulatory compliance within the financial services industry. The successful candidate will bring exceptional leadership skills to mentor and develop a high-performing accounting team while ensuring adherence to industry standards.<br><br>Responsibilities:<br>• Oversee the daily operations of the accounting department, ensuring accuracy and efficiency in financial transactions.<br>• Manage month-end and year-end financial close processes, delivering timely and accurate financial statements.<br>• Develop and monitor budgets and forecasts to support strategic financial planning.<br>• Conduct in-depth financial analysis and reporting to support decision-making and organizational growth.<br>• Ensure compliance with all applicable regulatory requirements and maintain strong internal controls.<br>• Lead and mentor the accounting team, fostering a culture of collaboration and growth.<br>• Collaborate with other departments to streamline financial processes and improve operational efficiency.<br>• Provide strategic recommendations to senior management based on financial data and trends.<br>• Oversee the preparation and submission of required financial reports to regulatory agencies.<br>• Stay up-to-date with changes in financial regulations and implement necessary adjustments to ensure compliance.
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
We are in the process of recruiting an Entry Level Accountant to join our team in the Legal industry, based in Mt. Pleasant, South Carolina. As an Entry Level Accountant, your primary responsibilities will be to manage the bookkeeping and accounting functions of our firm. This role also requires a strong background in bookkeeping and familiarity with computer systems.<br><br>Responsibilities<br>• Manage all data and disbursements for the IOLTA trust account within the accounting systems.<br>• Implement bookkeeping and accounting functions for the firm.<br>• Utilize QuickBooks software for various accounting tasks.<br>• Work in a detail-oriented service firm environment, specifically in the field of law.<br>• Oversee the reconciliation of trust within the firm.<br>• Apply your strong administrative and organizational skills to handle various tasks.<br>• Use your excellent interpersonal and communication skills to interact with other team members and clients.<br>• Maintain a detail-oriented appearance and demeanor at all times.<br>• Uphold the highest standards of integrity, honesty, and attention to detail.
We are looking for a detail-oriented Accountant to join our team in Novi, Michigan. This position is ideal for someone who thrives in a dynamic, fast-paced environment and is eager to contribute to a collaborative workspace. As this is a long-term contract role, you will play a vital part in maintaining financial accuracy and supporting operational needs.<br><br>Responsibilities:<br>• Examine purchase requests and purchase orders in the procurement system to ensure accuracy and proper accounting.<br>• Monitor and update accounting records for prepaid transactions to maintain compliance.<br>• Process vendor invoices and resolve any discrepancies that arise.<br>• Analyze non-purchase order invoices for correct allocation to departments and appropriate accounting treatment.<br>• Reconcile payment batches between the banking system and accounts payable ledger.<br>• Identify and flag asset purchases for further review by the fixed asset accounting team.<br>• Handle ad hoc financial tasks as requested to support the team.
<p>Newark Delaware client is looking to staff a Senior Accountant with strong SEC experience. This Senior Accountant will be responsible for managing financial reports, records, and general ledger accounts, preparing and analyzing financial statements, ensuring compliance with GAAP or IFRS, reconcile accounts, ensure SOX compliance, assisting with budget analysis, overseeing the month-end and year-end close processes, supervising junior accounts and providing guidance on accounting principles, and support management with financial decision-making by providing data insights. The successful candidate for this role will have sharp analytical skills, excellent time management abilities, and strong written and verbal communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Overseeing the monthly financial statement close process for assigned business units or functional areas, ensuring the accurate and timely recording of all financial transactions.</p><p>• Assisting in the preparation, review, and analysis of account reconciliations for companies and/or designated functions.</p><p>• Ensuring compliance with Sarbanes-Oxley control requirements.</p><p>• Assisting in the preparation of the monthly reporting packages, including comparative analysis of current and prior period actual results for internal and external reporting.</p><p>• Collaborating with internal and external auditors, Controller's Group, and Business Units to accomplish goals.</p><p>• Participating in special projects and the implementation of changes in FASB/GAAP, as needed.</p><p>• Working closely with other departments and Business Units regarding accounting activities.</p><p>• Proactively addressing any accounting/reporting issues or concerns.</p><p>• Participating in planning processes at project and departmental level.</p><p><br></p>
<p>Join our dynamic and detail oriented team at Robert Half, where we specialize in delivering top-tier accounting and financial services to our clients. As tax season approaches, we are seeking an organized and proactive Seasonal Administrative Assistant to provide support to our firm’s operations during our busiest time of the year.</p><p><br></p><p><strong>Position Summary:</strong> The Seasonal Administrative Assistant will play a critical role in supporting the firm’s day-to-day administrative needs during tax season. This role offers an excellent opportunity to gain hands-on experience in a fast-paced detail oriented environment. The position will run from Mid-November through Mid-April and requires a commitment to assisting the firm in maintaining high standards of efficiency and client service.</p><p><br></p><p><strong> Key Responsibilities:</strong></p><ul><li>Administrative Support: Organize and maintain filing systems (digital and physical) for client documents, tax files, and confidential records.</li><li>Client Interaction: Assist in responding to client inquiries via phone and email promptly and professionally.</li><li>Scheduling and Coordination: Manage calendars, appointment scheduling, and deadlines for CPAs and staff during the height of tax season.</li><li>Document Preparation: Prepare and format correspondence, presentations, reports, and other client deliverables.</li><li>Data Entry: Input and maintain accurate records in accounting and CRM software platforms.</li><li>General Office Duties: Assist in ordering supplies, processing mail, and maintaining an organized workspace. Ad Hoc Tasks: Support special projects and administrative tasks as needed by the team.</li></ul>
<p>We are looking for an experienced Part-Time Project Controller to join our team in Albemarle, North Carolina. This role offers the opportunity to contribute to both daily operations and strategic financial oversight for a well-established company. As a long-term contract position, you will work onsite 2-3 days per week, focusing on managing key accounting functions and supporting decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Perform daily accounting activities, including accounts payable, accounts receivable, payroll processing, and bank reconciliations.</p><p>• Prepare monthly financial reports and assist with budgeting to ensure accurate forecasting.</p><p>• Monitor cash flow and maintain strong relationships with banking partners.</p><p>• Oversee inventory accounting processes for propane operations, ensuring accuracy and compliance.</p><p>• Manage lease accounting and reporting for the company’s commercial real estate portfolio.</p><p>• Collaborate on tax preparation and audits, ensuring compliance with regulatory standards.</p><p>• Provide valuable financial insights to support executive decision-making and strategic planning.</p><p>• Supervise and coordinate with the existing accounting and administrative team, consisting of 3-4 staff members.</p><p>• Address backlog tasks and implement process improvements to streamline operations.</p>
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our team on a contract to hire basis in Stamford, Connecticut. In this role, you will play a key part in supporting vendor management and accounts payable processes within a fast-paced financial services environment. This is a fantastic opportunity for a motivated individual with strong organizational skills and a background in accounting to contribute to a dynamic project.</p><p><br></p><p>Responsibilities:</p><p>• Assist in managing vendor files and implementing updates within the accounts payable system.</p><p>• Maintain and organize detailed spreadsheets to track agreements and system entries accurately.</p><p>• Verify invoices to ensure they are accurate and compliant with company policies.</p><p>• Communicate regularly with a large network of vendors, facilitating progress meetings using Teams.</p><p>• Monitor and report on project status, providing updates to the Accounts Payable Manager.</p><p>• Utilize Great Plains accounting software to process and track transactions effectively.</p><p>• Collaborate with team members to ensure smooth execution of accounts payable tasks.</p><p>• Identify and resolve discrepancies in vendor or invoice information promptly.</p><p>• Provide technical and administrative support to ensure project deadlines are met efficiently.</p>
We are looking for an experienced Tax Manager or Senior Manager to join our dynamic team in Dallas, Texas. In this role, you will oversee the preparation and review of tax returns, ensuring accuracy and compliance while mentoring staff and managing client relationships. This is an excellent opportunity to contribute your expertise in tax planning, compliance, and leadership within a collaborative CPA firm environment.<br><br>Responsibilities:<br>• Review tax returns prepared by staff, identify potential issues, and conduct research to provide effective solutions.<br>• Manage the tax return preparation workflow to ensure accuracy, completeness, and timely submission.<br>• Handle complex tax returns, including individual, trust, corporate, partnership, and S-Corp filings, as well as state income tax returns.<br>• Supervise engagement phases such as planning, budgeting, staff direction, and performance monitoring against established goals.<br>• Prepare detailed personal tax projections using specialized software.<br>• Communicate with taxing authorities to address and resolve client issues, including drafting response letters for partner review.<br>• Assist with client billing processes and prepare various reports and special projects as required.<br>• Stay informed on economic trends and potential tax legislation changes that could impact clients or the business environment.<br>• Support staff development by participating in recruiting, performance evaluations, career mentoring, and training programs.<br>• Contribute to the firm's growth by expanding service offerings and building strong relationships with current and prospective clients.
<p>Financial Reporting </p><p> Are you a seasoned financial professional with SEC reporting expertise and a robust foundation in GAAP accounting? We are representing a growing financial services organization, boasting $4.5 billion in assets and 485 employees, seeking to hire a Vice President of Financial Reporting to lead key financial and regulatory functions while driving efficiency and scalability.</p><p> </p><p> Enjoy a collaborative and community-focused culture, opportunities for career growth, and competitive benefits like a 9% 401(k) contribution, stock options, and flexibility with one remote workday per week.</p><p><br></p><p> Lead SEC filings (e.g., 10-Ks, 10-Qs, Proxy Statements) and regulatory reports.</p><p> Supervise and mentor the financial reporting team.</p><p> Manage the monthly and quarterly close process and drive automation initiatives.</p><p> Provide leadership for audit support, control enhancements, and digital transformation projects.</p><p><br></p><p>Qualifications: CPA required, with 8+ years of experience in public accounting or financial reporting. SEC reporting expertise is critical, with banking/financial services experience highly preferred. Proven leadership skills and ability to innovate within manual or scaling processes.</p><p> </p><p> Confidential inquiries are welcome! Don’t miss this opportunity to join a dynamic organization driving transformation and independence in the financial services industry.</p><p><br></p>
<p>We are looking for a skilled Accountant to join our team in San Francisco, California. In this long-term contract position, you’ll play a key role in maintaining accurate financial records, preparing journal entries, and supporting accounts payable processes. You’ll work closely with cross-functional teams and help ensure our financial operations run smoothly and efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and post journal entries with accuracy and timeliness.</p><p>• Assist in month-end and year-end closing activities to ensure financial reporting accuracy.</p><p>• Manage accounts payable, including invoice processing and vendor communications.</p><p>• Collaborate with HR and Operations on payroll and expense reporting.</p><p>• Reconcile general ledger accounts and bank statements.</p><p>• Support audits and ensure compliance with internal controls.</p><p>• Help optimize financial workflows and systems.</p>
We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
<p><em>The salary range for this position is $100,000-$110,000 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]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul><p><br></p>
<p><em>The salary range for this position is $100,000-$110,000 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]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul>
<p>We are looking for a dedicated Senior Accountant to join a team specializing in personalized financial and wealth management services for individual clients. In this role, you will provide critical accounting expertise, collaborating with Advisors and other professionals to ensure exceptional service and confidentiality. This position requires a focus on precise financial analysis, tax planning, and cash flow management to support the diverse financial needs of clients.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, update, and review schedules and manage workflows related to client meetings and requests.</li><li>Develop and maintain individual, foundation, trust, and entity financial statements and cash flow projections.</li><li>Directly communicate with clients, addressing inquiries and providing accurate, timely information regarding their financial matters.</li><li>Support trust administration, including trust accounting, journal entries, distribution requests, and preparation of trust meeting materials.</li><li>Review and analyze quarterly financial statements and monthly cash transaction statements.</li><li>Compile information and review tax estimates and filings for individuals, trusts, entities, and foundations.</li><li>Perform ad hoc tasks and special projects as necessary, including new account setup, bill payments, journal entries, ACH and wire transfers, and document scanning.</li></ul><p><br></p>
<p>Our client is an established and well-respected public accounting firm seeking to hire an experienced Accounting Manager to join their team in Franklin, Tennessee. In this role, you will provide expert guidance on complex accounting matters, oversee client engagements, and lead a team in delivering exceptional advisory services. This position offers the opportunity to collaborate with clients on technical accounting challenges and drive impactful financial solutions.</p><p><br></p><p>Responsibilities:</p><p>• Provide expert advice on U.S. accounting standards and emerging regulations, ensuring clients remain compliant with evolving requirements.</p><p>• Support clients in implementing new accounting standards, such as revenue recognition and lease accounting.</p><p>• Assist with financial reporting for transactions including IPOs, mergers, acquisitions, and complex financing structures.</p><p>• Deliver technical accounting guidance for financial instruments and fresh-start accounting post-bankruptcy.</p><p>• Build and maintain strong relationships with clients, acting as a trusted advisor on financial matters.</p><p>• Prepare and present detailed reports and presentations to communicate technical concepts and project updates.</p><p>• Oversee multiple engagements, managing budgets, timelines, and deliverables to ensure high-quality outcomes.</p><p>• Monitor financial metrics for engagements and provide regular reports to leadership.</p><p>• Supervise and mentor team members, fostering growth and collaboration.</p><p>• Promote a team-oriented environment that encourages innovation and excellence.</p>
<p>We are looking for an Accountant to join our team in Tallassee, Alabama. This is a Contract-to-hire opportunity within the manufacturing industry, offering growth potential and the chance to contribute to financial operations. The role requires a hands-on, detail-oriented individual to handle a variety of accounting tasks while identifying opportunities for process improvement and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable processes and perform journal entries.</p><p>• Reconcile accounts and bank statements to maintain financial accuracy.</p><p>• Oversee month-end close activities, ensuring deadlines are met.</p><p>• Assist in financial planning and analysis (FP& A) by preparing reports and supporting business partners.</p><p>• Analyze and improve accounting processes to enhance efficiency.</p><p>• Utilize Excel for tasks involving pivot tables and VLOOKUP functions.</p><p>• Collaborate with internal teams to ensure compliance with accounting policies and procedures.</p>
<p>We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. </p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with IRS filing systems</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with client tax filing</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p>We are looking for a skilled Project Accountant for a Brookfield area organization. In this role, you will manage financial tasks related to projects, ensuring accuracy and compliance with contracts and company policies. This position offers the opportunity to work in a dynamic environment within the construction industry.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process billing statements to ensure timely and accurate invoicing.</p><p>• Manage accounts payable operations, including verifying invoices and coordinating payments.</p><p>• Oversee financial aspects of service, vendor, and supplier contracts, ensuring compliance and accuracy.</p><p>• Collaborate with project teams to monitor budgets and track expenses.</p><p>• Review and reconcile payroll data to ensure proper allocation to projects.</p><p>• Generate detailed financial reports and provide insights to support decision-making.</p><p>• Maintain organized records of all project-related financial transactions.</p><p>• Communicate with vendors and suppliers to address and resolve discrepancies.</p><p>• Assist in audits and ensure adherence to internal financial controls.</p><p>• Support the implementation of system updates or improvements related to project accounting.</p>
<p>We are looking for a motivated Entry-Level Accountant to join our team in Teaneck, New Jersey. This is a long-term contract position offering a valuable opportunity to gain experience in accounting. The role is designed for individuals with a background in accounting or finance who are eager to develop their skills and contribute to a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Perform accurate data entry and maintain financial records related to accounts payable and accounts receivable.</p><p>• Reconcile bank statements and ensure discrepancies are identified and resolved promptly.</p><p>• Assist in preparing accounting entries and maintaining general ledger accounts.</p><p>• Support cost accounting activities to track and analyze project expenses.</p><p>• Utilize pivot tables and VLOOKUP functions to manage and analyze financial data.</p><p>• Collaborate with team members to ensure compliance with company policies and procedures.</p><p>• Participate in month-end and year-end closing processes.</p><p>• Provide insights and reports to assist management in decision-making.</p><p>• Maintain organized and up-to-date documentation of financial transactions.</p><p>• Assist in auditing processes as needed.</p>
<p>We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth.</p><p><br></p><p>Responsibilities:</p><p>• Perform administrative duties to support investment operations and ensure team efficiency.</p><p>• Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.</p><p>• Assist in preparing and verifying financial reports to maintain accuracy and compliance.</p><p>• Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.</p><p>• Collaborate with team members to streamline operational processes and enhance productivity.</p><p>• Maintain detailed documentation and records to support auditing and operational requirements.</p><p>• Identify discrepancies and propose solutions to improve data accuracy.</p><p>• Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.</p><p><br></p><p>Key Responsibilities:</p><p>Perform general administrative functions to support investment operations and team efficiency.</p><p>Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.</p><p>Assist with operational tasks and ensure accuracy in financial reports.</p><p>Communicate with internal and external stakeholders via phone and email.</p><p>Provide exceptional service and build relationships while handling inquiries in both English and Spanish.</p><p><br></p><p><br></p>
<p>Robert Half is partnering with a client in the financial services industry to hire a <strong>Client Service Manager</strong>. This hybrid role is based in Tysons, VA, with 3 days in the office each week. It’s an excellent opportunity for professionals who thrive in a client-facing environment and enjoy supporting both clients and advisors with high-quality service and attention to detail. As a <strong>Client Service Manager</strong>, you will play a key role in ensuring smooth account operations, and delivering outstanding service that reflects the firm’s commitment to excellence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients, delivering a welcoming and professional experience from the first interaction onward</li><li>Support advisors and clients by providing timely account information and assisting with day-to-day service needs</li><li>Manage accounts by overseeing new account setup, maintaining accurate documentation and records, processing deposits and paperwork, and coordinating appointments</li><li>Foster strong client relationships by anticipating needs, addressing questions, and proactively resolving issues</li><li>Handle phone communications with professionalism and good judgment, ensuring all inquiries are managed through to resolution</li><li>Ensure full compliance with industry regulations and internal policies in all aspects of client service</li><li>Welcome and assist clients and guests during visits, reinforcing a high-quality, service-oriented environment</li></ul><p><br></p>
<p>Our client is seeking a skilled Senior Accountant to join their team in Houston, Texas. In this role, you will play a key part in managing and reconciling various financial accounts while ensuring the accuracy of reports and compliance with tax regulations. This position offers an opportunity to contribute to financial analysis, month-end closings, and audit preparation within a dynamic and fast-paced environment.</p><p><br></p><ul><li>Manage the general ledger and ensure all transactions are properly recorded in accordance with GAAP.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements.</li><li>Perform account reconciliations and variance analysis to ensure financial accuracy and integrity.</li><li>Support the budgeting and forecasting process through data gathering, review, and analysis.</li><li>Prepare and distribute the Monthly Financial Review Packet for management.</li><li>Attend monthly review meetings with department managers to discuss financial results and trends.</li><li>Complete quarterly reports including cash flow statements, debt compliance schedules, and related financial filings.</li><li>Perform high-level reconciliations for key balance sheet and income statement accounts.</li><li>Develop and maintain financial reporting tools and templates as needed to support business needs.</li><li>Assist other departments with detailed financial analysis and provide guidance on accounting procedures.</li><li>Support audit activities by preparing schedules and responding to auditor inquiries.</li></ul><p>For confidential consideration, send your resume to [email protected].</p>
<p><em>The salary for this position is $95,000 - $100,000 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].</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare tax documents and assist on tax return preparation </p><p>• Review and analyze financial statements </p><p>• Manage workload and complete work to meet required regulatory deadlines </p>
<p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant. As a full-time, benefited employee, you'll gain hands-on experience working with diverse clients across industries, from startups to established companies. This role offers the opportunity to build essential accounting skills, contribute to impactful projects, expand your professional network, and enjoy the stability and growth of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Support Accounts Payable and Receivable</li><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
