We are looking for an experienced Audit Partner with extensive background in public accounting to lead audit engagements for international clients. This role involves guiding teams through complex financial reporting requirements, including audits for companies listed on U.S. stock exchanges or preparing for IPOs. The ideal candidate will possess strong leadership skills, a deep understanding of technical audit standards, and a dedication to delivering exceptional results.<br><br>Responsibilities:<br>• Lead audit engagements for international clients, ensuring compliance with U.S. financial reporting standards and regulations.<br>• Supervise audit teams, review deliverables for accuracy, and address any discrepancies or issues.<br>• Provide technical expertise on complex audit matters, including SEC-related reporting and IPO preparation.<br>• Mentor and train audit staff to foster detail oriented growth and enhance team performance.<br>• Collaborate across departments to support firm-wide initiatives and strategic planning.<br>• Represent the firm at industry events, conferences, and client meetings to strengthen business development efforts.<br>• Develop and present high-quality reports and presentations for clients.<br>• Ensure timely delivery of audit services while maintaining the highest detail oriented standards.<br>• Participate in recruitment, training programs, and detail oriented development activities.<br>• Stay current on relevant technical literature and regulatory updates to maintain expertise.
<p>We are looking for a detail-oriented tax specialist to join a well-established CPA firm in West Palm Beach, Florida. This opportunity is suited for someone who wants to deepen client relationships, contribute directly to complex tax engagements, and grow into a leadership path with long-term advancement potential. The position offers a hybrid work arrangement and the chance to be part of a stable organization known for cultivating long-term careers and consistent client service.</p><p><br></p><p>Location: West Palm Beach (WPB) 33401</p><p>Hybrid Schedule: 3 days In-office & <u>2 days Remote</u></p><p><br></p><p>Salary: up to around 100,000-$110,000</p><p>Bonus: generous discretionary</p><p>Benefits: percentage of paid Medical for employee, Holidays, PTO and other flexibility, 401k +Match, Additional insurances, Annual discretionary Bonus, Dinner provided during tax season, Annual trip to NY and other perks!</p><p><br></p><p>Company and Position overview: This reputable firm has Offices in NY and South Florida. The Role is open due to a retirement. This role is ideal for a driven Tax Accountant CPA seeking Manager and Partner Track !</p><p><br></p><p>• Prepare and review a range of tax filings, including individual, fiduciary, corporate, and partnership returns, while maintaining accuracy and timeliness.</p><p>• Manage ongoing relationships with key clients, including high-net-worth individuals, by serving as a trusted resource for tax matters and planning discussions.</p><p>• Develop tax projections and provide practical guidance that helps clients understand financial impact and compliance obligations.</p><p>• Complete bookkeeping support, post adjustments, and assist in the preparation of financial statements and related reports as needed.</p><p>• Communicate directly with tax authorities and other external parties to resolve notices, inquiries, and account issues efficiently.</p><p>• Oversee multiple engagements at once, ensuring deliverables meet firm standards and deadlines throughout the tax cycle.</p><p>• Contribute to the development of team members and build leadership capabilities in preparation for future management responsibilities.</p><p>• Partner with firm leadership on client service strategy and support the continued growth of the practice through a hands-on, solutions-focused approach.</p>
<p><strong>Sr. Tax Accountant - CPA Firm. 1/2-day Fridays. </strong></p><p><strong> </strong></p><p>Our client a high-quality CPA firm with 250 + professionals is adding to their Greenwich, CT based team. The firm is known for taking care or their people and helping them to manage /grow their careers with internal opportunities and promotions. This opportunity is to join their Tax team: focus on high net worth tax compliance and advisory. The firm is large enough to have Mutiple lines of business: Tax, Audit, Consulting, and Family Office services, and small enough for their staff to have direct exposure and training with their partners.</p>
<p><strong><u>Premier Trial-Focused Firm Seeks Paralegal: This is the #1 Plaintiff Trial Firm in California!</u></strong></p><p><br></p><p><strong>About Firm & Position:</strong></p><p> A highly regarded California-based trial firm with a strong plaintiff-side practice is seeking a Paralegal to join its litigation team. The firm is widely known within the legal community for handling complex, high-stakes matters that frequently proceed to trial. This is a 100% onsite.</p><p><br></p><p>The Paralegal will support attorneys through all phases of litigation, from intake through trial, in a fast-paced, trial-driven environment. This Paralegal role is ideal for someone who enjoys hands-on litigation work and being deeply involved in trial preparation. I've two paralegals who have been here 8 and 9 years! </p><p><br></p><p><strong>Paralegal Responsibilities:</strong></p><ul><li>Draft and respond to initial versions of written discovery.</li><li>Assist with trial preparation, including creation of trial binders and exhibits.</li><li>Manage case documents electronically using litigation software.</li><li>Compile and organize evidence from records, discovery, transcripts, and databases.</li></ul><p><strong>Hours:</strong></p><ul><li>40 hours per week; Plus approximately 5–10 hours of overtime per week</li></ul><p><strong>Perks:</strong></p><ul><li>Sophisticated, trial-driven plaintiff-side litigation work.</li><li>Long-tenured support staff; prior Paralegal placements remained 8+ and 9+ years.</li><li>Low turnover and a reputation for strong internal culture.</li><li>Firm regularly handles high-profile matters that receive significant public and media attention.</li><li><br></li></ul><p><strong>Salary:</strong></p><ul><li>$109,200 base salary + overtime + benefits + significant BONUSES!</li></ul><p><strong>Benefits:</strong></p><ul><li>Bonus program</li><li>Medical: 100% paid HMO plan for employee; 50% of dependent coverage paid</li><li>Dental and vision plans</li><li>401(k) with 6% match</li><li>Profit sharing</li><li>Paid parking</li></ul><p>TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Real Estate Accountant (Fund & Property) | Reputable Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams.</p><p> </p><p>This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives.</p><p> </p><p>Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>National High‑End Trial Firm Seeks Litigation Associate</strong></p><p><br></p><p><strong>About Firm & Position:</strong></p><p>A nationally recognized trial firm with a multi‑office footprint is hiring a Litigation Associate to handle complex injury and toxic tort matters, as well as commercial disputes. The associate will join a close‑knit team of courtroom‑focused trial lawyers known for high‑stakes verdicts and a track record in catastrophic injury, products liability, and toxic tort cases. The culture emphasizes collaboration, trial readiness, and end‑to‑end ownership of cases.</p><p><br></p><p><strong>Litigation Associate Responsibilities:</strong></p><ul><li>Manage 5–20 cases from A–Z in state and federal court, including pleadings, written discovery (with in‑house discovery support), depositions, pre‑trial preparation, and trial.</li><li>Draft complaints, discovery requests/responses, deposition outlines, pre‑trial filings, and trial materials; coordinate experts and fact witnesses.</li><li>Take and defend depositions; prepare clients and witnesses for testimony.</li><li>Collaborate with in‑house law & motion and discovery teams (role does not require heavy motion practice).</li><li>Appear in court for case management, evidentiary hearings, and pre‑trial conferences; support trial teams during trial.</li><li>Maintain organized case workflows, deadlines, and strategic plans in alignment with supervising partners.</li></ul><p><strong>Hours</strong>:</p><p>This is a trial‑focused environment. Hours are steady overall, with longer days during trial. </p><p><br></p><p><strong>Perks</strong>:</p><ul><li>Sophisticated work and consistent courtroom experience.</li><li>Strong culture with family‑style team environment and mentorship.</li><li>We’ve had multiple successful placements at this firm with long tenure and positive feedback. One attorney celebrated 9 years and another 5 years!</li><li>Multi‑office platform with national litigation footprint.</li></ul><p><strong>Salary: </strong>$160,000 - $225,000 (DOE) </p><p><strong>Discretionary year‑end bonus</strong> based on firm performance and individual contribution.</p><p><br></p><p><strong>Benefits:</strong></p><ul><li>Full medical benefits; 50% coverage for dependents.</li><li>401(k) with 4% match.</li><li>14 days PTO.</li><li>Paid parking.</li><li>Firm‑paid cell phone/laptop.</li></ul><p><br></p>
<p>Robert Half Financial Services are hiring for an Accountant role for an Investment firm located in midtown Manhattan New York. Our client requires a CPA and 2+ years Audit experience at a Big 4/Public Accounting firm covering Financial Services industry clients. Must have knowledge of GAAP, Month End Close, Credit/Debit, Cash Reconciliation and Cash Flow Analysis. The role is mainly remote with the ability to come into the midtown Manhattan office as required.</p><p><br></p><p>This Accountant role is a generalist position covering a range of duties across corporate accounting, financial reporting, fund accounting, purchase accounting, treasury, and FP&A</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Corporate & Technical Accounting</p><ul><li>Execute month-end close, including journal entries, reconciliations, and consolidations</li><li>Assist with acquisition and investment accounting, including identification and tracking of intangibles</li><li>Support development and enhancement of internal controls, policies, and accounting processes</li></ul><p>Fund & Financial Accounting</p><ul><li>Prepare quarterly and annual financial statements and related schedules</li><li>Reconcile investments, capital accounts, and transaction activity</li><li>Support audit processes and collaborate with internal teams and third-party specialists on fair value</li></ul><p>Treasury</p><ul><li>Manage cash activity, reconciliations, wire transfers, and funding requirements</li><li>Monitor liquidity and report on capital needs</li></ul><p>FP&A</p><ul><li>Assist with budgeting, forecasting, variance analysis, and financial reporting</li><li>Support strategic initiatives through financial modeling and analysis</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant | Venture Capital Firm | San Mateo | Hybrid </strong></p><p> </p><p>A well-established venture capital firm with a strong track record of backing high-growth companies. The team is collaborative, stable, and tight-knit, with great exposure across fund operations, reporting, and strategic work.</p><p> </p><p>This is a strong opportunity for someone ready to step beyond traditional accounting. You’ll join an experienced finance team and gain hands-on exposure to investment operations, investor relations, fundraising support, and cross-functional projects.</p><p> </p><p>Competitive comp, bonus, strong benefits, long-term upside, and a hybrid schedule with a great culture and work life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support quarterly close and prepare fund financials</li><li>Maintain investment schedules, capital accounts, and allocations</li><li>Assist with capital calls and distributions</li><li>Support audit and tax processes with external partners</li><li>Track fund performance metrics (gross and net returns)</li><li>Assist with LP reporting and audit requests</li><li>Support fundraising efforts and investor events</li><li>Maintain accurate fund records and documentation</li><li>Partner with leadership on ad hoc projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund & Property Accountant | Reputable Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams.</p><p> </p><p>This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives.</p><p> </p><p>Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an accomplished Chief Financial Officer to lead the financial operations of a law firm based in Texas. This position will oversee core accounting activities, provide reliable financial reporting, and guide budgeting and forecasting efforts that support sound business decisions. The ideal candidate brings strong leadership experience, a deep understanding of finance in a services environment, and the ability to maintain accuracy across daily and monthly accounting functions.<br><br>Responsibilities:<br>• Direct the firm’s month-end closing process, ensuring deadlines are met and financial records are complete and accurate.<br>• Oversee the preparation and posting of journal entries while maintaining strong controls across the general ledger.<br>• Review accounts payable and accounts receivable activity to support cash flow visibility and timely resolution of outstanding items.<br>• Produce clear and accurate financial statements for leadership, highlighting performance trends and key financial results.<br>• Lead the development of annual budgets and periodic forecasts to support strategic planning and operational decision-making.<br>• Supervise and evaluate the work of accounting support staff, including accounting and billing personnel, to ensure quality and consistency.<br>• Strengthen financial processes and reporting practices to improve efficiency, accuracy, and compliance within the firm.<br>• Partner with firm leadership to provide financial insight, recommendations, and analysis tied to business performance.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Accountant | Real Estate Investment & Family Office | SF Bay Area</strong></p><p> </p><p>Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results.</p><p> </p><p>Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead full-cycle month-end close</li><li>Oversee accounting across acquisitions, dispositions, and operations</li><li>Manage and develop a team</li><li>Support fund accounting, capital activity, and reporting</li><li>Analyze property performance and support financial planning</li><li>Partner with internal teams and external advisors (audit, tax, legal)</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Senior Accountant to support complex personal and family financial activities in West Palm Beach, Florida. This role blends accounting, reporting, cash oversight, and coordination with external advisors across investment, tax, estate, and real estate matters. The ideal candidate brings sound judgment, strong attention to detail, and the discretion needed to manage highly sensitive financial information in a fast-moving environment.<br><br>Responsibilities:<br>• Manage documentation and ongoing updates for financial arrangements, including lending, leasing, and investment-related agreements.<br>• Maintain organized records for investment activity, insurance matters, tax documentation, and estate planning materials.<br>• Prepare quarterly financial reporting packages and identify opportunities to improve clarity, accuracy, and presentation.<br>• Support bill payment activities for family members while ensuring timely and accurate processing.<br>• Coordinate the administration and tracking of charitable contributions and related records.<br>• Partner with tax professionals and legal advisors on tax filings, gift tax matters, and estate planning initiatives.<br>• Monitor liquidity, assist with cash planning, and develop short- and longer-term cash flow projections.<br>• Oversee compliance documentation, liaise with outside investment managers, and support due diligence on prospective investments.<br>• Coordinate financial aspects of real estate acquisitions and dispositions, including documentation and transaction follow-through.<br>• Handle special analyses and ad hoc projects while safeguarding confidential financial information at all times.
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
We are looking for a skilled Tax Accountant to join a growing construction-focused organization in Illinois. This Long-term Contract position is ideal for an accounting specialist who can manage tax compliance, support month-end activities, and help maintain accurate financial records in a fast-paced environment. The role begins fully onsite and may offer a hybrid schedule after the initial onboarding period, based on business needs. This opportunity offers meaningful exposure to core accounting operations with room to expand responsibilities over time.<br><br>Responsibilities:<br>• Manage sales and use tax compliance from preparation through submission across multiple jurisdictions and legal entities.<br>• Complete recurring tax filings on a monthly, quarterly, and annual basis while ensuring timely and accurate reporting.<br>• Reconcile tax-related accounts, identify variances, and resolve discrepancies through research and analysis.<br>• Maintain fixed asset records by tracking acquisitions, disposals, and related accounting treatment.<br>• Evaluate spending transactions to determine whether they should be capitalized or recorded as operating expenses in line with company policy.<br>• Post and allocate cash receipts to the appropriate customer records or general ledger accounts.<br>• Support the integrity of the general ledger by maintaining financial records, preparing journal entries, and analyzing account activity.<br>• Perform monthly balance sheet and bank reconciliations and contribute to an efficient month-end close cycle.<br>• Review overhead and other expense accounts to improve classification accuracy and ensure proper financial reporting.<br>• Assist in determining the correct accounting treatment for new transactions and prepare supporting entries as needed.
<p><strong>Job Description:</strong></p><p>Our client, a small CPA firm in Norwalk, is seeking a <strong>Temp-to-Hire Junior Tax Preparer / Junior Accountant</strong> to join their team onsite five days a week. This is an excellent opportunity for an entry-level accounting professional who is eager to learn, grow within public accounting, and gain hands-on exposure to tax preparation in a collaborative small-firm environment.</p><p>The Junior Tax Preparer / Junior Accountant will primarily support the preparation of <strong>individual tax returns</strong>, with some exposure to <strong>corporate tax work</strong>, while also assisting partners with a variety of accounting and tax-related duties during busy periods and throughout the year.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and assist with individual income tax returns</li><li>Support preparation of corporate and business tax returns</li><li>Organize and review client tax documents for completeness and accuracy</li><li>Enter financial and tax data into tax preparation software</li><li>Assist partners and senior staff with tax engagements and client deliverables</li><li>Perform general accounting and administrative support for the firm as needed</li><li>Help track deadlines, filings, and required documentation</li><li>Communicate with internal team members regarding return status and missing information</li><li>Maintain confidentiality of sensitive financial and client information</li></ul><p><br></p>
<p>We are looking for a detail-oriented Tax Accountant to join our team in Newton, Massachusetts. This role focuses on corporate tax and accounting tasks, requiring a strong understanding of tax regulations and financial reporting. The ideal candidate will have experience in preparing tax returns, managing journal entries, and maintaining accurate general ledger accounts.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file corporate tax returns in compliance with local, state, and federal regulations.</p><p>• Review and process sales tax filings, ensuring accuracy and timeliness.</p><p>• Maintain and reconcile general ledger accounts to ensure financial records are accurate and up-to-date.</p><p>• Record and adjust journal entries to reflect accurate financial transactions.</p><p>• Analyze financial data to identify discrepancies and implement corrective measures.</p><p>• Collaborate with team members to ensure all tax-related deadlines are met.</p><p>• Assist in audits by providing necessary documentation and financial information.</p><p>• Stay updated on tax laws and regulations to ensure compliance.</p><p>• Support other accounting functions as needed, including reporting and analysis.</p>
<p>Responsibilities:</p><p>• Prepare and file federal and state tax returns for S corporations, partnerships, trusts, estates, and a limited number of C corporations with a high level of accuracy.</p><p>• Manage payroll tax and sales tax compliance, including reconciliations, reporting, and resolution of discrepancies before submission.</p><p>• Examine incomplete or poorly organized financial information from multiple source systems and convert it into reliable records for tax reporting.</p><p>• Interpret K-1 reporting from tiered ownership structures and apply appropriate state and local income allocation methods.</p><p>• Advise on tax considerations tied to non-routine events such as ownership changes, distributions, elections, and asset sales.</p><p>• Work closely with clients and colleagues to obtain supporting documentation, clarify accounting activity, and resolve open tax questions.</p><p>• Prepare quarterly estimated tax calculations and related filings when required for assigned entities.</p><p>• Complete additional state-level compliance items, including personal property tax declarations and other jurisdiction-specific filings.</p><p>• Use Excel and financial analysis skills to reconcile balances, identify inconsistencies, and support accurate return preparation.</p>
<p>We are looking for a skilled Tax Accountant to join our dynamic team. This role offers an exciting opportunity to take on senior-level responsibilities, including managing tax operations, reviewing returns, and mentoring staff. If you are passionate about tax consulting and enjoy building strong client relationships, we encourage you to apply. Salary Range<strong>: </strong>$80,000 - $105,000/year. Compensation will depend on the candidate’s experience, technical skills, and performance background.</p><p><br></p><p>Benefits: </p><ul><li>Medical, Dental, Vision Benefits </li><li>401k with a match </li><li>Paid Time Off </li></ul><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of corporate and individual tax returns to ensure accuracy and compliance.</p><p>• Train, mentor, and provide guidance to entry-level staff members to enhance team performance.</p><p>• Build and maintain strong relationships with clients, addressing their tax-related inquiries and concerns.</p><p>• Collaborate with clients to develop effective tax strategies that align with their financial goals.</p><p>• Ensure compliance with federal, state, and local tax regulations while staying updated on changes in tax laws.</p><p>• Utilize accounting software such as UltraTax and QuickBooks to manage and streamline tax processes.</p><p>• Assist in the preparation of complex tax filings and resolve any discrepancies or issues.</p><p>• Support the team in auditing processes and reviewing financial statements as needed.</p><p>• Analyze cash activity and budget processes to improve overall financial efficiency.</p><p>• Provide expertise in ERP solutions and accounting systems to optimize operations.</p>
We are looking for a Tax Accountant to support nonprofit and corporate tax reporting, bookkeeping, and regulatory compliance activities in New York, New York. This position combines hands-on preparation of exempt organization filings with ongoing financial recordkeeping, client coordination, and support for audits and reporting deadlines. The ideal candidate brings deep experience in Form 990 compliance, strong accounting judgment, and the ability to manage multiple priorities with accuracy and professionalism.<br><br>Responsibilities:<br>• Prepare and submit exempt organization tax filings, including Forms 990, 990-EZ, 990-N, and 990-PF, while managing review, signature, and extension processes as needed.<br>• Coordinate directly with clients to gather financial data, validate documentation, resolve discrepancies, and ensure complete and accurate reporting for annual filings.<br>• Perform public support testing for applicable organizations and communicate findings clearly to internal stakeholders for follow-up and planning.<br>• Produce and file related tax and financial reporting documents such as FBARs, Forms 1099, and Schedule K-1 packages in accordance with reporting requirements.<br>• Maintain bookkeeping records for nonprofit clients by posting transactions, reconciling accounts, tracking donations and grant activity, and monitoring payroll and disbursement activity.<br>• Prepare monthly financial statements and assemble supporting financial materials for board meetings, grant reporting, and other stakeholder reporting needs.<br>• Serve as a liaison among clients, auditors, and external accounting professionals to support audits, tax return completion, and other compliance matters.<br>• Manage in-house accounting and regulatory reporting for affiliated entities, including invoicing, receivables oversight, state registration support, and required annual tax filings.<br>• Contribute to process improvements that strengthen client communication, increase efficiency, and enhance the overall quality of tax and bookkeeping services.<br>• Take on additional accounting, compliance, and reporting assignments as business needs evolve.
<p><strong>Tax Accountant – Greater Minneapolis-St. Paul Area</strong></p><p>Or Client, one of the fastest growing investment advisory firms in the Twin Cities is seeking a detail-oriented Tax Accountant to join their team. In this role, you’ll ensure the accurate and timely preparation and delivery of individual, business, and trust tax returns. You’ll support the tax team throughout the filing process, maintain high-quality standards, and ensure compliance with all regulations.</p><p><strong>Key Responsibilities:</strong></p><p>· Assemble, organize, and finalize tax returns for review, e-filing, and delivery</p><p>· Oversee e-filing, handle acknowledgements, and resolve issues</p><p>· Track workflow and deadlines, ensuring timely delivery</p><p>· Utilize tax software (e.g., UltraTax CS, Practice CS, Onvio) and manage documents</p><p>· Conduct quality checks and maintain organized documentation</p><p>· Respond to internal and client inquiries, supporting tax professionals as needed</p><p>Interested? Contact Douglas Rickart on LinkedIn, call 612-249-0330, or apply via the provided link.</p><p><br></p>
<p><em>The salary range for this position is $90,000 - $95,000 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>Overview </strong></p><p>The Tax Group provides accounting, tax, financial management, legal and transaction support services to numerous individuals, trusts and entities holding proprietary, private equity and venture capital investments across a wide variety of industries, including manufacturing, logistics, insurance, life sciences, hospitality, healthcare and services, among others. The Senior Accountant position reports to the Managers in the Tax Group and provides a unique opportunity to develop and grow as a tax professional in a nurturing environment.</p><p><br></p><p><strong>Key Duties & Responsibilities </strong></p><p>• Prepares and reviews federal and state tax filings for partnerships, corporations, and individuals</p><p>• Provides the first-level review of workpapers with the opportunity to consider and identify key tax issues that have not been identified by other teams</p><p>• Performs research and analysis of critical tax issues and summarizes findings for the Tax Group</p><p>• Utilizes technical expertise gained through tax research and analysis to recommend tax treatment for tax issues that arise during discussions with the Tax Group and other teams</p><p>• Prepares and reviews foreign filings (Forms 5471, 8865, 926, FBAR), tracks foreign filings, and documents analysis to support positions taken for foreign filings</p><p>• Interacts with portfolio companies to assist with tax planning, structuring and administration.</p><p>• Collaborates with other groups and develops relationships that are crucial to the success of the company's tax compliance season each year</p><p>• Educates other teams through trainings as new tax reform topics and other tax issues become relevant</p><p>• Collaborates with the IT team to produce and implement new technology and procedures that will increase efficiency in the tax return preparation process</p><p>• Reviews notice response packages to send to various taxing authorities and assists with any federal, state and local tax audits</p><p> </p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced FP&A Consultant to support strategic finance initiatives for a leading organization in California. This long-term contract position is ideal for a detail-oriented finance specialist who can turn complex data into clear business insights and help senior stakeholders make informed decisions. The role blends financial planning, advanced analysis, and cross-functional partnership to improve forecasting, performance management, and strategic decision-making.<br><br>Responsibilities:<br>• Lead financial planning activities by developing budgets, forecasts, and long-range outlooks that support business priorities and operational goals.<br>• Build and refine financial models to evaluate performance trends, business scenarios, and strategic opportunities across multiple functions.<br>• Partner with leaders across the organization to translate financial data into practical recommendations that guide decision-making.<br>• Analyze key business drivers, variances, and emerging trends to identify risks, opportunities, and actionable next steps.<br>• Prepare clear reporting and executive-level presentations that communicate financial results and business insights effectively.<br>• Use visualization tools such as Power BI and Tableau to present data in a meaningful way for finance and non-finance stakeholders.<br>• Support cross-functional initiatives from planning through execution, serving as a trusted finance partner throughout the project lifecycle.<br>• Gather, structure, and validate data from multiple sources to produce accurate analysis for high-priority business questions.
We are looking for an experienced Payroll Tax Accountant to support a major electronics organization in Englewood Cliffs, New Jersey. This Long-term Contract opportunity is ideal for a detail-oriented payroll tax specialist who can assess complex tax situations, resolve filing and withholding issues, and strengthen payroll tax accuracy across a large multistate employee population. The position will focus on improving compliance, reducing exposure to penalties, and ensuring payroll tax processes are properly configured and maintained.<br><br>Responsibilities:<br>• Review payroll tax configurations and identify errors affecting federal, state, and local withholding accuracy across a multistate workforce.<br>• Investigate tax notices, outstanding balances, and threshold-related issues, then take corrective action to reduce penalties and interest exposure.<br>• Audit payroll tax setup details and recommend adjustments to improve compliance for employees working in more than 40 states.<br>• Manage tax filing activities across payroll tax platforms, ensuring submissions are completed accurately and on schedule.<br>• Partner with payroll and related teams to validate data flowing between payroll processing and tax filing systems.<br>• Analyze local tax treatment and other complex withholding scenarios to confirm proper setup and ongoing compliance.<br>• Support cleanup efforts tied to prior payroll tax inaccuracies and establish more reliable controls for future processing.<br>• Use prior system records and historical payroll tax information to research issues and reconcile discrepancies when needed.
<p>We are seeking a Senior Tax Accountant to support a well-established tax group within a publicly traded company. This role requires a hands-on corporate "tax generalist" with end‑to‑end experience preparing federal and state income tax returns, provisions (current and deferred), and provision‑to‑return reconciliations, along with related financial statement disclosures (GAAP and NAIC statutory).Additionally, the Tax Accountant will handle estimated tax payments, audit and SOX support, select state and local filings, internal tax analysis, and ongoing process improvements and automation.Insurance industry experience is a strong plus, though not required.Qualified Tax Accountants must hold either a CPA or a Master’s in Tax (one or the other), a bachelor’s degree in accounting, and 8+ years of experience with at least 5 recent years focused in tax.Public accounting candidates must demonstrate substantial hands‑on corporate return preparation.</p>