We are looking for an experienced Tax Preparer to support a busy tax season in Fairview Park, Ohio. This is a Long-term Contract position offering a consistent 40-hour workweek with scheduling flexibility and the possibility of additional overtime during peak periods. The role focuses on preparing both individual and business tax filings in an onsite environment, with an earlier start date available and work expected to continue through late April.<br><br>Responsibilities:<br>• Prepare accurate individual and corporate tax returns while managing a high daily volume during the peak filing season.<br>• Review financial records and supporting documents to ensure tax filings are complete, compliant, and submitted on time.<br>• Handle federal, state, and local tax preparation activities in accordance with current regulations and client needs.<br>• Use tax software, including ProSeries or similar platforms, to complete and organize returns efficiently.<br>• Communicate with internal stakeholders or clients as needed to clarify tax information, resolve discrepancies, and gather missing details.<br>• Maintain productivity and accuracy in an onsite setting while balancing a flexible schedule and potential overtime demands.
We are looking for a Tax Preparer to support individual and business tax engagements for a client in Durham, North Carolina. This contract opportunity is ideal for someone who can manage a range of filing scenarios, contribute to tax planning efforts, and provide well-supported research on tax matters. The person in this role will work across federal and multi-state filings while helping maintain accurate financial information and assisting with tax-related correspondence.<br><br>Responsibilities:<br>• Prepare individual and business tax filings, including straightforward and more involved returns, with a strong focus on accuracy and timeliness.<br>• Complete federal and multi-state returns for clients while ensuring compliance with current tax regulations and filing requirements.<br>• Develop tax projections and support planning activities to help clients understand potential liabilities and opportunities.<br>• Perform targeted tax research to clarify filing positions, resolve questions, and support advisory work.<br>• Assist in drafting and organizing responses to tax agency notices and other related correspondence.<br>• Review financial records and bookkeeping details to gather complete information needed for return preparation.<br>• Use tax and accounting software to organize client data, prepare returns, and maintain supporting documentation.
We are looking for an experienced Tax Preparer to join a busy accounting practice for a Contract assignment during the tax season. This onsite opportunity offers consistent hours and focuses on supporting individual and business clients with timely, accurate tax and accounting services. The position is well suited for someone who can step into a fast-moving environment, manage seasonal volume, and continue assisting beyond the filing deadline if needed.<br><br>Responsibilities:<br>• Prepare federal and state tax filings for individual taxpayers as well as business entities with a high degree of accuracy.<br>• Complete returns for partnerships and S corporations, including review of related schedules and supporting tax documents.<br>• Communicate with clients to collect financial records, clarify missing details, and organize materials needed for return completion.<br>• Use CCH ProSystem fx to produce, update, and finalize tax returns throughout the filing season.<br>• Provide QuickBooks assistance such as transaction entry, account review, and basic bookkeeping support for client accounts.<br>• Support broader accounting activities for select clients when additional financial help is required.<br>• Track extension filings and process late-arriving documents so returns can be completed after the primary deadline.<br>• Continue delivering tax preparation and related accounting support into the summer based on workload and client needs.
We are looking for a Tax Preparer to support service members and their families through high-quality individual tax guidance in Alexandria, Virginia. This Long-term Contract opportunity is ideal for a finance specialist who can explain tax matters clearly, manage a high volume of client interactions, and deliver accurate results in a fully remote setting. The role focuses on individual tax return preparation, client education, and responsive service during a fast-moving tax season that may require overtime.<br><br>Responsibilities:<br>• Prepare and review individual tax returns with a strong focus on accuracy, completeness, and timely submission.<br>• Provide tax-related guidance to service members and their families, helping them understand filing requirements and available options.<br>• Communicate complex tax topics in a straightforward manner so clients can make informed financial decisions.<br>• Manage multiple client cases at once while maintaining detailed documentation and organized records.<br>• Use Lacerte Tax Software and related digital tools to complete tax preparation work efficiently in a remote environment.<br>• Research tax questions and resolve filing issues by applying current rules, procedures, and best practices.<br>• Support clients throughout the tax season with responsive service, including availability for overtime when business demand increases.<br>• Collaborate with team members to maintain service quality, share insights, and contribute to a positive client experience.
<p>We are seeking experienced Tax Reviewers to prepare and review individual tax returns during tax season. This is a fully remote contract opportunity requiring a minimum commitment of 30 hours per week (can work up to 60 hours per week during peak season). Candidates must have an active CPA or EA license, a valid PTIN, and be able to provide proof of both credentials.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review moderately complex Form 1040 returns, including rental real estate, K-1s, and multi-source income.</li><li>Review prepared tax returns and identify errors, omissions, and inconsistencies.</li><li>Work independently in a remote environment using Slack and cloud-based tax software.</li><li>Maintain accuracy, efficiency, and compliance with federal tax regulations.</li></ul>
We are looking for an experienced Tax Preparer to support a busy accounting team in Pelham, New York through a Long-term Contract engagement. This position is fully on-site and is well suited for someone who is comfortable managing tax filings, payroll-related work, and general accounting support in a small firm setting. The ideal candidate brings strong hands-on tax knowledge, works accurately under seasonal deadlines, and is available for additional Saturday hours during peak tax season.<br><br>Responsibilities:<br>• Prepare and review federal and state tax filings for individuals and S corporations with a high level of accuracy and timeliness.<br>• Process payroll activities and maintain related records to support ongoing client accounting needs.<br>• Complete write-up assignments by organizing financial information and preparing it for reporting and tax purposes.<br>• Support a variety of accounting-related projects as business needs arise throughout the engagement.<br>• Coordinate closely with internal team members to ensure client deliverables are completed within required deadlines.<br>• Maintain detailed and accurate documentation to support tax preparation and accounting work.<br>• Participate in the interview and evaluation process requirements, including completion of skills-based assessments when requested.
<p>We are looking for an experienced Tax Preparer to support a high-volume tax team serving clients in Seven Hills, Ohio. This Long-term Contract position is ideal for someone who can confidently manage individual and business tax work during a busy filing season while maintaining accuracy and strong client service. The role is fully remote and offers the opportunity to handle a steady pipeline of returns with clear deadlines and virtual client interaction.</p><p><br></p><p>Responsibilities:</p><p>• Prepare federal and state individual income tax returns, primarily Form 1040 filings, with careful attention to accuracy and compliance.</p><p>• Complete S corporation tax returns, including Form 1120S, and review related supporting documentation.</p><p>• Analyze and prepare K-1 reporting, rental activity schedules, and investment gain or loss details as part of client tax filings.</p><p>• Manage a weekly workload of approximately 10 to 15 returns while meeting established turnaround expectations.</p><p>• Conduct scheduled virtual meetings with clients to gather information, clarify tax details, and finalize returns by committed deadlines.</p><p>• Use ProConnect software to organize, prepare, and finalize tax filings efficiently</p><p>• Maintain documentation standards and ensure all required pre-employment screening steps are completed before the assignment begins.</p>
We are looking for a skilled Tax Preparer to support clients with accurate, timely tax filing services in Forest Lake, Minnesota. This position is well suited for someone who understands a range of return types, communicates clearly with clients, and takes pride in producing precise work under deadlines. The role offers the opportunity to contribute to a client-focused environment where strong technical knowledge and dependable service are highly valued.<br><br>Responsibilities:<br>• Prepare and complete federal and state tax filings for individual, business, partnership, and fiduciary clients with a high level of accuracy.<br>• Examine income records, expense documentation, and supporting financial materials to ensure returns are thorough and compliant.<br>• Advise clients on tax matters, answer filing-related questions, and explain practical options that may help reduce tax exposure within regulatory guidelines.<br>• Enter and reconcile tax data within accounting and tax software systems to support reliable calculations and documentation.<br>• Stay current on changes in tax law and filing requirements to help maintain compliance across all assigned returns.<br>• Work directly with clients to collect missing forms, clarify financial details, and organize the information needed to complete returns efficiently.<br>• Provide attentive, responsive service throughout the preparation process to build trust and maintain positive client relationships.<br>• Coordinate with colleagues to manage workload priorities and deliver completed filings within established deadlines.
We are looking for a Tax Preparer to support individual tax filing needs. This Long-term Contract position is ideal for someone who can manage personal tax returns accurately, communicate clearly with clients, and work efficiently during busy filing periods. The role requires strong knowledge of individual income tax matters and confidence using Lacerte Tax Software to prepare and review completed returns.<br><br>Responsibilities:<br>• Prepare and complete individual income tax returns with a strong focus on accuracy, compliance, and timely delivery.<br>• Review financial records, tax documents, and supporting information to determine proper reporting for personal filings.<br>• Work directly with clients to gather missing details, clarify tax-related questions, and explain filing outcomes clearly.<br>• Enter, organize, and validate tax data within Lacerte Tax Software to produce complete and accurate returns.<br>• Identify potential issues, inconsistencies, or omissions in tax documentation and resolve them before submission.<br>• Stay current on applicable individual tax rules and apply relevant guidance throughout the preparation process.<br>• Maintain organized files and supporting documentation to ensure readiness for review, follow-up, or audit-related needs.
<p>We are looking for a detail-oriented Tax Preparer to support the preparation of individual income tax filings for a tax consulting team in Brea, California. This Long-term Contract position is well suited for someone with hands-on experience handling individual tax returns accurately and efficiently. The ideal candidate is comfortable working with Lacerte tax software and can manage deadlines while maintaining a high standard of compliance and client service.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual income tax returns with accuracy, completeness, and attention to applicable tax rules.</p><p>• Prepare Schedules A, C and Schedule E. </p><p>• Prepare Entity tax returns (S-corps, LLCS or Trusts).</p><p>• Review financial and tax-related documents to gather the information needed for timely personal return filings.</p><p>• Use Lacerte tax software to enter data, calculate tax positions, and finalize return documentation.</p><p>• Identify missing, inconsistent, or unclear client information and follow up to resolve issues before submission.</p><p>• Maintain organized tax files and supporting records in accordance with internal and regulatory standards.</p><p>• Communicate with team members as needed to clarify return details and keep preparation work on schedule.</p><p>• Monitor filing deadlines and prioritize workload to ensure returns are completed within required timeframes.</p>
We are looking for an experienced Tax Preparer to join a tax and accounting firm in Laurel, Maryland on a Long-term Contract basis. This position supports a busy tax practice by preparing accurate returns, assisting with client tax questions, and helping keep seasonal workflows organized during high-volume periods. The role is well suited to someone who is confident working with both individual and business filings and can communicate tax-related information clearly and effectively.<br><br>Responsibilities:<br>• Prepare and review individual and business tax returns with close attention to accuracy, completeness, and filing deadlines.<br>• Work alongside the lead tax preparer to gather financial details, organize supporting documents, and move returns through the preparation process efficiently.<br>• Respond to client tax questions in a clear and thorough manner, helping explain filing needs, documentation requests, and general tax matters.<br>• Use tax preparation software, including Lacerte, to enter data, maintain records, and support timely return completion.<br>• Coordinate with clients to collect missing information and follow up on outstanding items needed to finalize filings.<br>• Assist with administrative and tax support activities that help maintain smooth operations during peak filing periods.<br>• Help manage multiple assignments at once while maintaining quality standards in a fast-paced tax environment.
We are looking for a Tax Preparer to join a detail-oriented services team for a long-term contract opportunity. This role centers on preparing individual tax filings during a busy seasonal period while helping maintain accuracy, organization, and timely submission of client returns. The position offers flexible part-time hours of approximately 20 to 30 per week, and strong performance may lead to continued work supporting additional accounting and tax-related needs.<br><br>Responsibilities:<br>• Collect and sort client tax records and financial materials to ensure each file is complete and ready for preparation.<br>• Prepare individual federal, state, and local income tax returns, with a primary emphasis on Form 1040 filings.<br>• Enter taxpayer information into tax software and verify that all details are accurate before submission.<br>• Examine source documents such as W-2s, 1099s, K-1s, and investment statements to support complete and compliant tax reporting.<br>• Coordinate with colleagues to clarify tax information, resolve questions, and keep return preparation moving efficiently.<br>• Provide assistance with extension-related filings and follow-up tax preparation tasks when required.<br>• Contribute to additional bookkeeping, business accounting, or business tax assignments if work continues beyond the core tax season period.
<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. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>We are looking for a motivated and detail-oriented Tax Preparer to join our client's team in Montpelier, Vermont. This position offers the opportunity to develop your skills in a supportive environment while working closely with experienced professionals. As a vital member of our small firm, you will play a key role in delivering high-quality tax services and building lasting relationships with clients. This role can be Hybrid with 2-3 days in the office after training for someone with 0-1 year of experience. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare individual, nonprofit, and fiduciary tax returns with precision and adherence to regulations.</p><p>• Assist in tax planning processes, including extensions and projections, to support client needs.</p><p>• Organize and manage client documents through scanning, autoflow, and digital filing systems.</p><p>• Generate financial reports and perform basic accounting tasks using QuickBooks Desktop and Online.</p><p>• Provide administrative support to ensure smooth operations and timely completion of tasks.</p><p><br></p><p><strong>The company offers Unlimited PTO and 100% paid benefits for an individual!!!</strong></p>
We are looking for an experienced Tax Preparer to support clients with accurate tax compliance and dependable financial insight. This role blends hands-on preparation of individual and business tax filings with careful review of financial records and accounting activity. The ideal candidate brings strong technical judgment, stays current on regulatory changes, and works effectively across multiple engagements while maintaining a high standard of client service.<br><br>Responsibilities:<br>• Prepare and review federal and state tax returns for individual and business clients, ensuring complete and accurate filings.<br>• Analyze financial statements, account activity, and supporting documentation to confirm accuracy and alignment with applicable accounting standards.<br>• Maintain the integrity of general ledger records by reconciling accounts and contributing to month-end or periodic close activities.<br>• Advise clients on tax implications based on their financial position and identify practical opportunities to improve tax efficiency.<br>• Evaluate reporting trends and financial performance to recommend stronger accounting practices and better business outcomes.<br>• Collaborate with team members to address complex tax or accounting matters and deliver client work on schedule.<br>• Track updates to tax law, reporting obligations, and related regulations to support ongoing compliance.<br>• Manage several client assignments at once, prioritizing deadlines while meeting quality expectations and role requirements.<br>• Protect sensitive financial information and build trusted client relationships through reliable, confidential service.
<p>We are looking for a Tax Preparer to support tax and client service operations for a CPA firm in Omaha, Nebraska. This Long-term Contract position focuses on preparing and organizing tax-related information, maintaining accurate client records, and assisting with document workflows that keep filings on schedule. The role also partners with advisors and internal staff to help resolve questions, manage documentation, and ensure materials are complete, compliant, and ready for delivery.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Maintain and update client records across firm systems, ensuring information is accurate, current, and properly documented.</p><p>• Review tax forms, financial records, and supporting materials to confirm completeness before returns move forward for processing or filing.</p><p>• Organize, scan, copy, and file client documents in both electronic and physical formats so records remain secure and easy to access.</p><p>• Assemble completed tax returns and supporting packages for distribution to clients in a clear and organized format.</p><p>• Retrieve account and tax-related information for advisors and other team members to support research, follow-up, and issue resolution.</p><p>• Perform detailed quality checks on returns and related documents to help meet firm standards and applicable tax guidelines.</p><p>• Compare current filings with prior-year information to identify inconsistencies, missing details, or items needing clarification.</p><p>• Research client questions tied to tax filings, financial documentation, or account activity and share findings with the appropriate team members.</p>
We are looking for an experienced Tax Preparer to join a small, client-focused office serving individuals and local businesses in California. This seasonal opportunity is ideal for someone who brings strong technical tax knowledge, works carefully with financial details, and enjoys building trust through responsive service. There may be an opportunity to continue beyond the busy season based on business needs and performance.<br><br>Responsibilities:<br>• Prepare and examine tax filings for individuals, businesses, and corporations using tax and accounting software such as UltraTax, SurePrep, and QuickBooks.<br>• Review income statements, balance sheets, and bookkeeping records to verify completeness, accuracy, and proper reporting.<br>• Interpret current tax rules and apply updated regulatory guidance to support compliant and timely return preparation.<br>• Assess client financial information to identify tax-saving opportunities and recommend practical improvements where appropriate.<br>• Respond to client questions with clarity and urgency while maintaining a high standard of service.<br>• Partner with colleagues to resolve challenging tax matters and support accurate outcomes on more complex engagements.
<p>well-established tax and accounting firm in San Mateo is seeking an experienced Tax Preparer to support a busy tax season from February through April. This is an excellent opportunity for a tax professional with multiple seasons of individual and business tax preparation experience who can hit the ground running in a fast-paced environment.</p><p><br></p><p>The ideal candidate has at least three tax seasons of experience, is highly proficient with Lacerte Tax Software, and can efficiently manage returns while maintaining accuracy and exceptional client service.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review federal and state tax returns for individuals, partnerships, S-Corporations, C-Corporations, trusts, and estates.</li><li>Gather, organize, and analyze client financial information and tax documents.</li><li>Identify tax-saving opportunities and ensure compliance with current tax regulations.</li><li>Input and process tax return data using Lacerte Tax Software.</li><li>Resolve tax notices and respond to client inquiries as needed.</li><li>Review prior-year returns and supporting documentation.</li><li>Communicate directly with clients to request missing information and clarify tax-related questions.</li><li>Maintain accurate and organized electronic tax files.</li><li>Meet tax season deadlines while managing multiple returns simultaneously.</li></ul><p><br></p>
<p>Partnering with a well-established, and growing, organization in the heart of Denver, CO seeking a Senior Accountant. This is a great opportunity for professional growth, to join a dynamic team with access to benefits including 3 weeks PTO (personal and sick), health/vision/dental coverage, employee discounts, in office meals, and more. </p><p>Primary areas of responsibility include:</p><ul><li>Review all expenses within repairs and maintenance and construction in process for proper accounting treatment and prepare reclasses as necessary.</li><li>Review the construction in process reconciliation with a high degree of accuracy.</li><li>Prepare accrual for construction-related and repair and maintenance invoices not received.</li><li>Other journal entries and accruals as necessary.</li><li>Analyze income statement accounts for necessary accruals and prepare associated journal entries.</li><li>Perform account reconciliations for assigned balance sheet accounts.</li><li>Execute usual accounting functions, which include operating the general ledger system and month-end close work.</li><li>Execute work in accordance with standard operating procedures and adherence to internal controls. </li></ul><p><br></p>
We are looking for an experienced audit and accounting specialist to join our team in Pennsylvania. This position plays a key role in reviewing financial and operational practices, strengthening internal controls, and helping the organization manage risk across the business. The ideal candidate brings a strong foundation in audit methodology, compliance oversight, and process improvement, along with the ability to communicate findings clearly and work collaboratively with leadership on corrective actions.<br><br>Responsibilities:<br>• Lead reviews of financial records, operating procedures, compliance activities, and control environments to identify issues and improvement opportunities.<br>• Design audit plans, testing approaches, and supporting procedures based on risk exposure and engagement objectives.<br>• Assess the effectiveness of internal controls and recommend practical enhancements to improve accuracy, accountability, and operational reliability.<br>• Present audit results to management through clear reports and discussions that outline observations, root causes, and recommended actions.<br>• Partner with business leaders to track remediation efforts and confirm that agreed-upon corrective measures are completed effectively.<br>• Contribute to enterprise risk assessment activities by identifying emerging concerns and helping prioritize audit focus areas.<br>• Support fraud prevention and asset protection efforts by helping establish safeguards and participating in investigations when concerns arise.<br>• Review accounting documentation and workflow processes to verify compliance with applicable laws, regulations, and internal policies.<br>• Help refine audit practices and provide guidance to staff on internal control expectations, documentation standards, and audit-related procedures.
<p>State of the art contractor located in the Delaware County is looking to hire a full-time Payroll/Accounting Clerk who is eager, reliable and open to a variety of responsibilities. In this role, you will prepare and process accounts payable transactions, process weekly payroll cycles, calculate payroll deductions, perform account reconciliations, generate year-end accruals, generate tax filing documents, assist with the annual audit process, maintain accurate financial records, and provide administrative and accounting support to the accounting team. The ideal Payroll/Accounting Clerk should have the ability to utilize excel and accounting/payroll systems to track, analyze, and report data with accuracy and proper timing.</p><p> </p><p>Responsibilities </p><p>· Enter and process accounts payable/receivable </p><p>· Process payroll</p><p>· Maintain internal file/record keeping system</p><p>· Spreadsheet Maintenance</p><p>· Prepare union payments</p><p>· Process tax documents</p><p>· Perform financial research as needed</p><p>· Account Reconciliation </p><p>· Assist with the month end close process</p><p>· Prepare monthly journal entries</p>
We are looking for a Payroll/Accounting Clerk to join a collaborative team in Pewaukee, Wisconsin on a contract basis with the potential for a permanent role. This position centers on weekly payroll processing while also contributing to accounts receivable and day-to-day accounting support. The ideal candidate is organized, accurate, and comfortable handling payroll details, financial records, and employee inquiries in a fast-paced environment. Training is available for someone who brings prior payroll experience and the ability to learn union-related payroll practices quickly.<br><br>Responsibilities:<br>• Process weekly payroll for approximately 20 employees, ensuring hours, deductions, and classifications are entered accurately and on time.<br>• Maintain up-to-date payroll files and employee records, verifying changes and supporting accurate documentation.<br>• Apply payroll rules for different employee groups, including office staff and union-related classifications, in accordance with company guidelines.<br>• Respond to payroll questions, investigate discrepancies, and help resolve issues with pay, deductions, or recordkeeping.<br>• Prepare payroll-related reports and support documentation needed for internal review and compliance purposes.<br>• Assist with accounts receivable tasks by recording incoming payments and keeping customer account information current.<br>• Support general accounting operations through data entry, reconciliations, and routine clerical accounting work.<br>• Provide additional administrative and accounting assistance as business needs require.<br>• Use accounting and payroll systems such as Sage 100 to support accurate transaction processing and record maintenance.
<p>Robert Half is partnering with a respected full‑service public accounting firm to identify a skilled Accounting Manager with strong experience in taxation, audits, and financial statement review. This opportunity is ideal for a CPA‑credentialed professional looking to join a firm that values collaboration, invests in its people, and offers a long‑term partnership track for high performers.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Oversee multiple tax, audit, and review engagements, ensuring accuracy, compliance, and timely delivery</li><li>Review complex tax returns, financial statements, and supporting documentation</li><li>Lead, mentor, and develop staff and senior accountants</li><li>Serve as a primary point of contact for clients, providing guidance and resolving issues</li><li>Manage engagement budgets, timelines, and workflow</li><li>Maintain up‑to‑date knowledge of GAAP, regulatory requirements, and industry best practices</li><li>Identify opportunities to enhance processes and strengthen client service</li></ul><p><strong><u>Salary and Benefits:</u></strong> Base salary ranges from $100,000-$150,000 DOE, with additional bonus opportunities for productivity and new clients. Benefits offered include a 401k w/ 3% match, M/D/V insurance, negotiable PTO, paid holidays, and a flexible hybrid schedule.</p><p><br></p>
<p>We are looking for a Manager, Family Office Accounting to lead core accounting activities for a complex family office environment in Old Bridge, New Jersey. This position oversees financial operations across multiple entities while delivering accurate reporting, organized records, and decision-ready analysis for leadership and family stakeholders. The role also serves as a key partner on tax support, investment accounting, cash oversight, and day-to-day issue resolution.</p><p><br></p><p>Benefits: Medical, Dental, Vision, PTO.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting operations for multiple family office entities, ensuring complete and accurate financial records across a diverse structure.</p><p>• Lead the monthly close process by reviewing journal entries, account reconciliations, and related schedules to support timely reporting.</p><p>• Manage the full accounting cycle from daily transaction recording through preparation of tax-supporting workpapers and detailed backup documentation.</p><p>• Produce financial summaries, analyses, and presentation materials that help leadership and family stakeholders understand results and key activity.</p><p>• Monitor cash positions, banking transactions, and overall liquidity needs across entities to support effective financial management.</p><p>• Coordinate closely with outside accountants, tax professionals, and legal advisors to support compliance and resolve accounting matters.</p><p>• Support tax-related workflows by organizing underlying accounting information, assisting with return preparation needs, and maintaining clear documentation for individuals, partnerships, and related entities.</p><p>• Oversee accounting and reporting for both traditional and alternative investments, including performance, income activity, and tax-sensitive reporting considerations.</p><p>• Supervise, mentor, and review the work of two team members while serving as an escalation point for operational and accounting issues.</p><p>• Partner with the Director of Family Office on special projects, changing priorities, and ongoing process improvement efforts.</p>
<p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>real estate investment firm in San Francisco</strong> to identify an <strong>Accountant</strong>. This opportunity is ideal for professionals currently in <strong>public accounting with real estate clients</strong> who are interested in transitioning into industry.</p><p>If you have experience with <strong>real estate accounting</strong> and are looking to step into a <strong>senior-level role with a growing investment firm</strong>, I would welcome the opportunity to connect.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate closely with the construction and development team on financial matters</li><li>Review invoices processed by the outsourced AP team to ensure accurate coding and compliance</li><li>Prepare and submit monthly financial reports to joint venture partners</li><li>Manage construction draw processes using established templates and training (no prior experience required)</li></ul><p><br></p>
<p><em>The salary range for this position is $160,000 - $165,000 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><strong>Job Description</strong></p><p>The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all of the other professional service providers.</p><p><br></p><p><strong>Key Duties & Responsibilities </strong></p><p>• Management of quarterly Financial Statements and custom reports for all Individual, S Corporation and Foundation enterprises.</p><p>• Review and manage annual Fair Market Value Balance Sheet project.</p><p>• Manage annual tax return process for Individuals, Partnerships, S-Corporations and Foundations.</p><p>• Review tax projections and quarterly estimates.</p><p>• Identify and research tax issues, consult with internal tax experts.</p><p>• Review and reconcile journal entries and general ledger for multiple individuals, LLC’s, partnerships, S-Corporations and foundations.</p><p>• Review insurance policies, claims and schedules for individuals, personal entities and foundations.</p><p>• Mentor and develop staff accountants within Individual/Foundation Group.</p><p>• Identify future needs of the family office accounting function and recommend appropriate plans/actions.</p><p>• Lead and manage special projects, as needed.</p><p> </p>