<p>We are seeking a detail-oriented individual to fill the role of Tax Accountant in Worcester, Massachusetts. The primary function of this role is to utilize your skills in tax planning and analysis to positively impact our clients' financial endeavors. This role offers an exciting opportunity to be an integral part of our team, contributing to various aspects of our clients' financial needs.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508- 205-2136</p><p><br></p><p>Responsibilities:</p><p>• Utilize the CCH Axcess Suite and other relevant software to prepare and analyze individual and business tax returns</p><p>• Design and implement strategic tax planning solutions to optimize our clients' financial positions</p><p>• Conduct forensic engagements and business valuations to address complex financial challenges</p><p>• Collaborate with our team of over 20 individuals, providing support and guidance as necessary</p><p>• Stay updated on the ever-changing tax laws and regulations by attending webinars, seminars, and engaging in thorough research</p><p>• Analyze projections and financial statements to empower clients to make informed financial decisions that align with their goals</p><p>• Use Microsoft Excel and other accounting functions to maintain accurate records and ensure compliance</p><p>• Assist with the preparation of quarterly taxes, corporate tax, Form 990, individual tax, partnership tax, sales & use tax, and trust & estate tax</p><p>• Apply your knowledge of tax law to interpret and apply regulations and standards.</p>
<p>We are looking for an experienced Project Accounting Manager to join our team in Dallas, Texas. In this Contract-to-Hire role, you will oversee critical accounting and finance functions, with an emphasis on project-based job costing, compliance with revenue recognition standards, and multi-state tax reporting. This position offers an excellent opportunity to apply your expertise and contribute to the financial success of diverse projects.</p><p><br></p><p>Responsibilities:</p><p>• Lead the job costing and project reporting processes, ensuring accurate and timely data collection and analysis.</p><p>• Support project estimators to facilitate seamless budgeting, billing, and financial reporting.</p><p>• Administer expense reporting software, train team members, and ensure compliance with company policies.</p><p>• Consolidate job cost data into detailed reports and provide variance analysis against budgets.</p><p>• Monitor and ensure compliance with ASC 606 revenue recognition standards.</p><p>• Prepare and file sales tax returns, while serving as the subject matter expert on multi-state tax compliance.</p><p>• Oversee lease accounting in adherence to ASC 842 guidelines.</p><p>• Manage critical aspects of the month-end and year-end financial close processes.</p><p>• Assist with budgeting, forecasting, and cash flow analysis to support financial planning.</p><p>• Research accounting standards, implement improvements, and ensure ongoing compliance with controls and policies.</p>
We are looking for a skilled Full Charge Bookkeeper to join our team on a long-term contract basis. Based in Mount Laurel, New Jersey, this role requires someone with strong attention to detail, extensive experience in managing financial operations, and a commitment to ensuring accuracy in accounting processes. The ideal candidate will have expertise in accounting systems and a proven ability to handle multiple financial responsibilities efficiently.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable functions, ensuring timely processing and accurate record-keeping.<br>• Perform bank reconciliations to maintain the accuracy of financial accounts.<br>• Handle intercompany transactions and ensure proper tracking across multiple entities.<br>• Utilize QuickBooks Online to manage and monitor financial data effectively.<br>• Prepare annual budgets and conduct cash flow analysis to support financial planning.<br>• Use computerized accounting systems and software such as Great Plains for streamlined operations.<br>• Maintain compliance with financial regulations and standards in all accounting processes.<br>• Collaborate with the team to provide financial reports and insights as needed.<br>• Assist with payroll processing, including working with ADP systems.<br>• Ensure all financial records are organized and accessible for audits or reviews.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p>We are looking for a skilled Regional Controller to oversee financial operations across multiple manufacturing sites in the Shenandoah Valley of Virginia. This role is central to driving financial performance, ensuring accurate reporting, and supporting strategic initiatives in a dynamic wholesale distribution environment. If you possess strong leadership qualities and a deep understanding of manufacturing accounting, this position offers an excellent opportunity to make a meaningful impact.</p><p><br></p><p>Responsibilities:</p><p>• Manage financial operations for multiple manufacturing locations, ensuring consistency and accuracy in reporting.</p><p>• Provide strategic financial insights to plant leadership, driving operational improvements and cost efficiencies.</p><p>• Oversee forecasting, budgeting, and variance analysis activities while maintaining alignment with corporate standards.</p><p>• Develop and implement standardized processes across sites to enhance financial efficiency and compliance.</p><p>• Supervise and mentor a small team of accounting professionals, fostering growth and collaboration.</p><p>• Conduct detailed cost accounting and project accounting to support business objectives.</p><p>• Identify risks and opportunities within financial systems and present actionable recommendations to leadership.</p><p>• Support inventory control, capital planning, and continuous improvement initiatives across sites.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Ensure compliance with GAAP and corporate policies in all financial activities.</p>
<p>We are looking for an experienced FP& A Manager to join our team in Tampa, Florida. This role is ideal for an individual with over 10 years of expertise in financial analysis, reporting, and management processes. The position offers an opportunity to contribute to strategic financial planning and optimize organizational resources.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support decision-making and identify trends that impact business performance.</p><p>• Develop and manage annual budgets, ensuring alignment with organizational objectives.</p><p>• Implement and oversee auditing processes to ensure compliance with internal and external standards.</p><p>• Utilize data mining techniques and tools to extract actionable insights from financial data.</p><p>• Prepare and present comprehensive financial reports using platforms such as Power BI</p><p>• Coordinate and optimize budget processes to enhance efficiency and accuracy.</p><p>• Monitor financial performance and recommend strategies for cost optimization and revenue growth.</p>
<p>Robert Half is seeking a highly organized <strong>Logistics Analyst</strong> to join our client in Columbus, OH. This client is a leading company in its industry, renowned for delivering top-quality services in supply chain solutions. This is an exciting opportunity for individuals with strong communication skills, attention to detail, and the ability to thrive in fast-paced environments.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>As a Logistics Analyst, you will play a pivotal role in supporting day-to-day operations. Responsibilities include:</p><ul><li>Coordinating and tracking orders to ensure timely and efficient delivery of goods.</li><li>Managing shipping and transportation schedules.</li><li>Communicating with vendors, suppliers, and clients to resolve delivery and logistics issues.</li><li>Maintaining accurate documentation, such as invoices, shipping manifests, and purchase orders.</li><li>Using logistics software systems to manage shipments and inventory tracking.</li><li>Preparing reports on inventory levels, transportation costs, and other performance metrics.</li><li>Assisting with administrative tasks including data entry, filing, and responding to email inquiries.</li><li>Collaborating with different departments to streamline processes and mitigate supply chain issues.</li></ul>
We are looking for a skilled and detail-oriented Senior Accountant to join our team in St. Paul, Minnesota. In this role, you will oversee key financial processes, ensure accuracy in reporting, and collaborate with various departments to support strategic initiatives. This position offers an exciting opportunity to contribute to the success of a dynamic organization that values innovation and excellence.<br><br>Responsibilities:<br>• Manage monthly financial close processes, including revenue accounting, expense analysis, bank reconciliations, and intercompany allocations to ensure timely and accurate reporting.<br>• Conduct balance sheet reviews and oversee general ledger maintenance to maintain financial integrity.<br>• Collaborate with cross-functional teams on budgeting, forecasting, and strategic projects, providing actionable financial analyses and recommendations.<br>• Assist in mergers and acquisitions by performing due diligence and modeling for potential acquisition targets, and lead the integration of acquired entities into existing financial processes.<br>• Identify opportunities for process improvement in accounting, finance, billing, collections, and payroll functions, and implement solutions to enhance efficiency and scalability.<br>• Partner with leadership to evaluate business risks and opportunities, contributing to informed decision-making and strategic planning.<br>• Prepare and analyze journal entries to ensure compliance with accounting standards and accuracy in financial reporting.<br>• Utilize advanced Excel functions, such as pivot tables and v-lookups, to streamline data analysis and reporting.<br>• Support the development and implementation of standard modeling practices and integration playbooks for acquisitions.
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a private investment firm specializing in venture capital. The team partners with innovative companies across high-growth sectors, backing visionary entrepreneurs and scalable business models. Beyond providing capital, the firm brings strategic support to help portfolio companies accelerate growth and achieve long-term success.</p><p><br></p><p>📩 <em>For fastest consideration, please message Jennifer Fukumae on LinkedIn.</em></p><p><br></p><p><strong>This is a fully remote position; however, the role will require the first few months onsite in the South Bay for training and onboarding.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead and manage all aspects of financial operations, ensuring accuracy, compliance, and alignment with organizational goals</li><li>Oversee monthly and quarterly close processes, delivering timely and reliable financial reporting</li><li>Direct and coordinate the outsourced accounting team to ensure seamless day-to-day operations</li><li>Prepare forecasts, reporting packages, and financial insights for executive leadership and external stakeholders</li><li>Establish and monitor key performance indicators to guide business strategy and growth initiatives</li><li>Develop and refine financial models to support planning, analysis, and decision-making</li><li>Partner closely with the Managing Partner on critical initiatives and long-term financial strategy</li><li>Identify, recommend, and implement process improvements to enhance efficiency and strengthen financial controls</li></ul>
<p><strong>Jennifer Fukumae </strong>with Robert Half is partnering with a private investment firm specializing in venture capital, the team partners with innovative companies across high-growth sectors. With a focus on backing visionary entrepreneurs and scalable business models, the firm brings both capital and strategic support to help portfolio companies accelerate growth and achieve long-term success. This is a fully remote position, but will require on-site training for 2 months 4-5 days a week in the South Bay. </p><p><br></p><p>Ping <strong>Jennifer Fukumae </strong>on LinkedIn<strong> </strong>if you would like to hear more about this role! </p><p><br></p><p><strong>Job Duties:</strong></p><ul><li>Lead the company’s financial operations, ensuring accuracy, compliance, and alignment with organizational objectives</li><li>Oversee monthly and quarterly close processes, delivering timely and reliable financial results</li><li>Coordinate and manage the work of the outsourced accounting team to maintain smooth day-to-day operations</li><li>Create forecasts, reports, and financial insights for both executive leadership and external partners</li><li>Establish and monitor key performance metrics to guide business strategy and growth</li><li>Build and refine financial models to support planning, analysis, and decision-making</li><li>Collaborate closely with the Managing Partner on critical initiatives and long-term financial strategy</li><li>Identify and implement process enhancements to improve efficiency and strengthen financial practices</li></ul><p><br></p>
<p>We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the accounting function while contributing to strategic initiatives for the firm. Ideal candidates are detail-oriented, proactive professionals with expertise in public accounting and a passion for delivering high-quality financial services.</p><p><br></p><p>Qualified applicants can apply by sending your resume to Joe Ciavardini via LinkedIn or email me at joe.ciavardini@roberthalf</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including accounts payable, accounts receivable, general ledger management, and bank reconciliations.</p><p>• Prepare accurate monthly, quarterly, and annual financial statements for executive review.</p><p>• Develop and manage budgets and cash flow projections to ensure financial stability.</p><p>• Coordinate tax documentation and filings while ensuring compliance with applicable regulations.</p><p>• Strengthen internal controls and optimize accounting procedures to enhance operational efficiency.</p><p>• Maintain compliance with regulatory requirements, including tracking updates and implementing best practices.</p><p>• Collaborate with the team to provide financial planning, tax coordination, and accounting services to high-net-worth clients.</p><p>• Contribute to system improvements and process enhancements to support the firm’s growth.</p><p>• Assist leadership with ad hoc financial analysis and special projects as needed.</p><p>• Provide strategic guidance on regulatory risks and compliance practice</p>
We are looking for an experienced Cost Accountant to join our team in Tucson, Arizona. In this role, you will play a critical part in analyzing production costs, managing inventory valuation, and contributing to financial planning for operational efficiency. The ideal candidate will possess strong analytical skills and a deep understanding of cost accounting principles to support strategic business decisions.<br><br>Responsibilities:<br>• Analyze production costs, including materials, labor, and overhead, to identify variances and recommend improvements for greater efficiency.<br>• Manage inventory costing and valuation for raw materials, work-in-progress, and finished goods to ensure accurate reporting.<br>• Collaborate with departments to prepare cost budgets and forecasts that align with strategic objectives.<br>• Implement and monitor compliance with accounting standards and internal controls to enhance accuracy and reduce inefficiencies.<br>• Prepare detailed cost reports using ERP systems to assess operational performance and identify opportunities for cost savings.<br>• Provide insights into financial data to support decision-making processes and operational strategies.<br>• Conduct audits of cost structures to ensure alignment with organizational goals.<br>• Assist in the development and execution of budget processes to optimize resource allocation.<br>• Work closely with cross-functional teams to ensure accurate financial tracking and reporting.
<p>We are looking for an experienced Controller to join our team on a contract basis in Oregon City, Oregon. This role offers an excellent opportunity to oversee financial operations, manage a dedicated team, and ensure the effective execution of accounting tasks. Ideal candidates will bring strong leadership skills and a deep understanding of budget management and fund accounting.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and lead a team of five direct reports, ensuring efficient workflow and task completion.</p><p>• Oversee the preparation and management of budgets, ensuring accuracy and compliance with organizational goals.</p><p>• Perform fund accounting and grant accounting tasks, maintaining detailed and organized financial records.</p><p>• Conduct month-end close processes, including reconciliations and reporting.</p><p>• Utilize advanced Microsoft Excel skills to analyze financial data and generate reports.</p><p>• Monitor and ensure compliance with regulatory requirements related to financial operations.</p><p>• Collaborate with internal departments to support financial planning and decision-making.</p><p>• Provide guidance and mentorship to team members, fostering growth and development.</p><p>• Identify areas for process improvement and implement solutions to enhance efficiency.</p>
<p>Robert Half has frequent needs from our clients in the local area for experienced Accountants. We are looking for detail-oriented professionals who thrive in dynamic environments and have the expertise to handle complex accounting and financial reporting tasks. If you're a seasoned accounting professional looking to take the next step in your career, we’d love to hear from you!</p>
<p>Robert Half has frequent needs from our clients in the local area for experienced Accountants. We are looking for detail-oriented professionals who thrive in dynamic environments and have the expertise to handle complex accounting and financial reporting tasks. If you're a seasoned accounting professional looking to take the next step in your career, we’d love to hear from you!</p>
<p>We are looking for an experienced Senior Property Accountant to join our team in Millbury, Massachusetts. This role involves managing complex accounting functions for commercial properties and ensuring accuracy in financial reporting. The ideal candidate will have a strong analytical mindset and the ability to collaborate effectively with diverse stakeholders.</p><p><br></p><p>For immediate consideration please contact Mylinda at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounting operations for commercial properties, including accounts payable, accounts receivable, and general ledger maintenance.</p><p>• Prepare monthly, quarterly, and annual financial statements and reports to ensure compliance with accounting standards.</p><p>• Conduct account analyses and oversee annual expense reconciliations to maintain accuracy and transparency.</p><p>• Monitor daily cash balances and ensure precision in tenant billing processes.</p><p>• Produce quarterly investor statements and contribute to financial planning and forecasting.</p><p>• Support acquisition underwriting and perform detailed financial analyses for property performance optimization.</p><p>• Analyze budget reports, financial statements, and variances to provide actionable insights.</p><p>• Collaborate with teams to ensure adherence to company policies and accounting procedures.</p><p>• Provide reports such as A/P, A/R, profit and loss statements, balance sheets, and trend analyses.</p><p>• Participate in special projects and tasks assigned by management to improve operational efficiency.</p>
<p>We are looking for an experienced Non Profit or Education Controller to join our team on a contract basis in Lenox, Massachusetts. In this role, you will oversee key financial functions, including the month-end close processes, ensuring the accuracy of general ledger accounts, preparing financial statements and operating expense analysis. </p><p><br></p><p>Responsibilities:</p><p>• Execute the execute month-end close processes to ensure timely and accurate reporting.</p><p>• Maintain and reconcile general ledger accounts, identifying and resolving discrepancies.</p><p>• Prepare and review financial statements, ensuring compliance with accounting standards.</p><p>• Perform account reconciliations and provide detailed analysis to support financial accuracy.</p><p>• Manage journal entries and ensure proper documentation for all financial transactions.</p><p>• Oversee the accounting for endowment funds, ensuring proper allocation and compliance.</p><p>• Collaborate on the development and tracking of the operating budget, providing insights and recommendations.</p><p>• Support financial audits by preparing necessary documentation and addressing auditor inquiries.</p><p>• Ensure adherence to internal controls and regulatory requirements across all accounting activities.</p>
We are looking for a dedicated and experienced Staff Accountant to join our team on a long-term contract basis. This role is ideal for someone who thrives on ensuring accuracy in financial processes and has a strong background in accounts receivable, cash management, and general ledger maintenance. Based in Atlanta, Georgia, this position offers the opportunity to contribute to month-end close activities, audit preparations, and financial reporting in a dynamic environment.<br><br>Responsibilities:<br>• Perform detailed account reconciliations related to cash and accounts receivable to ensure accuracy and compliance.<br>• Prepare and post journal entries for month-end and year-end close processes, adhering to established deadlines.<br>• Support the preparation and organization of documentation for external audits, ensuring readiness and timely responses to requests.<br>• Maintain the general ledger by resolving discrepancies and ensuring the accuracy of financial data.<br>• Utilize PeopleSoft to manage financial transactions and reporting efficiently, leveraging its features for streamlined processes.<br>• Assist in ensuring compliance with company policies and relevant accounting regulations during financial operations.<br>• Contribute to the development and refinement of accounting processes to improve efficiency and accuracy.<br>• Collaborate with cross-functional teams to ensure seamless financial reporting and data integrity.
We are looking for a meticulous Staff Accountant to join our team in Salt Lake City, Utah. This role involves maintaining accurate financial records, preparing reports, and ensuring compliance with accounting standards. The ideal candidate will bring strong analytical skills and a commitment to maintaining financial integrity.<br><br>Responsibilities:<br>• Manage the preparation and posting of journal entries to maintain the accuracy of the general ledger.<br>• Perform monthly reconciliations for bank statements and financial accounts.<br>• Contribute to the creation of financial statements on a monthly, quarterly, and annual basis.<br>• Maintain records of fixed assets and oversee depreciation schedules.<br>• Provide necessary documentation and support during internal and external audits.<br>• Assist in budgeting and forecasting activities to support financial planning.<br>• Ensure adherence to internal controls and company accounting policies.<br>• Handle administrative tasks such as data entry, document organization, and filing.<br>• Deliver courteous and efficient customer service by addressing inquiries promptly.<br>• Take on additional responsibilities as assigned by management.
<p>Our client within the manufacturing industry has an exciting opportunity for a Director of Accounting with the proven ability to collaborate cross-functionally and work effectively in a dynamic, fast paced environment. This Director of Accounting will conduct variance analysis and provide insights into financial performance, oversee the month end close process, monitor expense accruals, assist with fixed assets, maintain & resolve general ledger discrepancies, create solutions for process improvement, monitor cash flow, manage journal entry tracking, and assist with the financial planning process. If you hold a high level of financial modeling skills, have strong technical accounting abilities, and can safeguard company assets, this may be the role for you!</p><p><br></p><p>What you get to do everyday</p><p>· Oversee month-end/year-end close process</p><p>· Budgeting & Forecasting</p><p>· Provide profit and loss reporting</p><p>· Balance Sheet Account Reconciliation</p><p>· Provide financial analysis</p><p>· Manage revenue recognition</p><p>· Process Improvement</p><p>· Assist with the annual audit process</p><p>· Recommend profitable initiatives </p><p>· Provide management with monthly reports</p><p>· Ensure compliance with external/internal controls</p>
We are looking for an experienced Accounts Receivable Analyst to join our team in Northville, Michigan. This is a Contract-to-Permanent position offering a dynamic opportunity to manage and optimize accounts receivable processes while collaborating with internal departments and external customers. The ideal candidate will possess strong analytical skills, industry-specific experience, and a proactive approach to resolving financial matters.<br><br>Responsibilities:<br>• Review daily cash remittances and accurately post customer payments in a timely manner.<br>• Collaborate with internal teams and customer accounts payable departments to independently resolve accounts receivable issues.<br>• Maintain and update accounts receivable aging reports and collection comments to track outstanding balances.<br>• Execute monthly close processes efficiently and in alignment with deadlines.<br>• Manage foreign currency transactions and utilize supplier portals for accurate reporting.<br>• Conduct and lead monthly meetings between the accounting and sales teams to align on financial updates.<br>• Provide training for new employees and offer support to team members when needed, ensuring seamless departmental operations.<br>• Assist accounting management by performing routine accounts receivable tasks and contributing to team goals.
<p><em>The salary for this position is up to $115,000 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>Job Description: </strong></p><p>The Senior Accountant, SEC & Financial Reporting will play a key role in both external and internal management reporting. This individual will work closely with their managers, as well as financial planning and analysis, treasury, tax, regional finance teams and the corporate accounting to consolidate the Company’s results. Additionally, this individual will be responsible for the preparation of the Company’s disclosures included in its 10-Q and 10-K as well as have primary responsibility to prepare reporting to government agencies and standalone entity audits. A successful candidate for this role will be strong in both technical accounting as well as analytical skills.</p><ul><li>Preparation of consolidated balance sheet, income statement, statement of cash flows and footnotes in accordance with US GAAP and SEC reporting requirements</li><li>Prepare consolidation and intercompany elimination entries</li><li>Coordinate monthly internal reporting and analysis package, including working with the business unit finance teams to streamline process and improve content </li><li>Prepare support to be provided to external auditors </li><li>Prepare separate entity external audited financial statements and footnotes</li><li>Assist with the optimization of consolidation and reporting procedures, including reducing the time to close and report results</li><li>Participate in assigned special projects as needed</li><li>Prepare consolidation and intercompany elimination entries</li><li>Participate in the preparation of materials for the Company’s Audit Committee of the Board of Directors Meetings</li></ul><p><br></p>
<p><em>The salary range for this position is $90,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><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><strong>Overview </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 Senior Accountant position reports to the Group Leader and Sr. Manager of the Individual/Foundation Group and provides a unique opportunity for a qualified candidate to leverage his or her accounting, financial analysis and project management within the group.</p><p> </p><p><strong>Key Duties & Responsibilities </strong></p><p>• Maintenance and review of general ledgers, including preparation of accounting entries for the day-to-day transactions and other activity.</p><p>• Preparation and review of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of tax issues.</p><p>• Preparation and review of financial analysis such as tax projections, cash flow and liquidity planning and budgets.</p><p>• Preparing and maintaining periodic reports, including personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies.</p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
We are seeking a skilled and experienced Email Marketing, CRM, or Marketing Automation Consultant to collaborate with our diverse pool of clients across industries. As a consultant, you will bring your expertise in designing and implementing strategic email marketing campaigns, setting up and optimizing Customer Relationship Management (CRM) platforms, and developing automated marketing workflows that drive engagement and conversions. This role is perfect for detail-oriented professionals passionate about leveraging technology to enhance marketing performance and client success. <br> Key Responsibilities: Email Marketing: Advise clients on best practices for email campaign development, list segmentation, A/B testing, and deliverability optimization. Create and execute email strategies aligned with client goals, ensuring effective messaging and alignment with brand guidelines. Monitor campaign performance metrics (open rates, click-through rates, conversions) and provide actionable recommendations for improvement. Customer Relationship Management (CRM): Guide clients in selecting, implementing, and optimizing CRM platforms to manage and nurture customer relationships effectively. Develop custom workflows, dashboards, and analytics to maximize CRM usage. Train client teams on CRM functionality and provide ongoing support as needed. Marketing Automation: Architect and implement automated workflows to streamline lead nurturing, onboarding, upselling, and other key marketing processes. Develop data-driven strategies that integrate automation with platforms like HubSpot, Marketo, Salesforce Marketing Cloud, or other leading software tools. Troubleshoot automation challenges and optimize performance through testing and iteration.
