<p>We are looking for a detail-oriented Bookkeeper to join our team in Bethel, Connecticut. This role combines financial management with administrative support to ensure the smooth operations. The ideal candidate will bring strong organizational skills, proficiency in bookkeeping tasks, and the ability to manage event coordination and office activities.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable and accounts receivable processes with accuracy and efficiency.</p><p>• Perform monthly bank reconciliations to ensure financial records are up-to-date.</p><p>• Handle payroll entry and processing in a timely manner.</p><p>• Prepare and submit monthly sales and payroll tax reports.</p><p>• Process and verify documentation for new employee onboarding.</p><p>• Oversee fleet management and maintain records related to fuel tax reporting.</p><p>• Coordinate race events, including booking travel arrangements, organizing catering, and securing rentals.</p><p>• Stock and organize shop supplies while maintaining cleanliness in storage areas.</p><p>• Handle office mail and correspondence, ensuring timely distribution.</p><p>• Order office and shop supplies as needed to support daily operations.</p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>We are looking for a skilled Accountant or Analyst with a solid background in accounting and finance to join our team in Long Beach, California. In this Contract-to-Permanent position, you will play a critical role in optimizing NetSuite to support financial operations, reporting, and compliance. You will collaborate closely with the accounting team to ensure efficient month-end closings, accurate billing, and seamless audits, while driving system improvements to enhance overall performance.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial processes within NetSuite, including accounts receivable, accounts payable, general ledger, and fixed assets.</p><p>• Support month-end and year-end close activities by managing reconciliations and preparing journal entries.</p><p>• Handle subscription billing processes to ensure accuracy and timeliness.</p><p>• Assist in budgeting and forecasting activities using NetSuite planning tools.</p><p>• Coordinate documentation for bi-annual audits and ensure compliance with applicable accounting standards.</p><p>• Configure and maintain NetSuite modules to align with financial workflows and optimize system performance.</p><p>• Manage user roles, permissions, and system security for finance-related functions.</p><p>• Develop and refine financial reports, dashboards, and KPIs for leadership decision-making.</p><p>• Identify opportunities for process enhancements to improve accuracy, efficiency, and internal controls.</p><p>• Provide training and documentation for finance and accounting staff on NetSuite functionality.</p>
<p><em>The salary for this position is up to $125,000 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>Don’t settle or waste your time with ‘Competitive Pay Rates’ nonsense. </p><p><br></p><p><strong>JOB RESPONSIBILITIES:</strong></p><p>· Provide immediate supervision and ongoing qualitative monitoring of employees responsible for accounts payable, and petty cash reimbursement</p><p>· Sets a positive example for employees, is a role model. Supports and trains employees on appropriate strategies using the 5 S’s and therapeutic de-escalation skills</p><p>· Promotes professional growth in employees, fostering strengths and redirecting efforts as necessary</p><p>· Ensure employees attend training related to being trauma informed-at least two every twelve months</p><p>· Mediate personnel conflicts with respect and dignity</p><p>· Understand the impact of secondary trauma and workplace stress and use strategies to prevent, minimize and/or help employees heal and recover</p><p>· Ensure assessment tools used to inform practice and treatment include screens for trauma exposure</p><p>· Maintain fidelity of trauma focused interventions and treatment modalities</p><p>· Holds regular (at least bi-weekly), documented supervision of supervisees</p><p>· Actively involved in planning and delivery of training related to own area of expertise and needs of programs supervised</p><p>· Ensure overall timeliness and accuracy of general ledger processing</p><p>· Maintain chart of accounts</p><p>· Conduct monthly and year-end general ledger closings and internal financial statement and schedule preparation</p><p>· Responsible for the accounting of restricted assets and coordinates that activity with the Development department, including qualitative balancing checks of each fund and various accounts</p><p>· Review the allocation cost methodology routinely to ensure costs are being properly shared between programs </p><p>· Update the A/P staff routinely with current allocations</p><p>· Coordinate annual independent audit, including preparation of Agency audited financial statements</p><p>· Assist CFO in preparation of annual cost reports and annual CFR</p><p>· Other duties, as needed.</p><p><br></p>
<p>Robert Half is partnering with a highly respected law firm to find a Trust & Estates Paralegal. This role is ideal for a seasoned professional who thrives in a client-focused environment and is passionate about supporting families through complex legal processes. The successful candidate will play a vital role in estate and trust planning, administration, probate, and guardianship matters.</p><p> </p><p>Key Responsibilities:</p><ul><li>Draft pleadings, orders, and court documents for probate and guardianship proceedings.</li><li>Manage probate and trust administration processes.</li><li>Assist clients in locating and collecting estate and trust assets.</li><li>Evaluate asset-related documents for accuracy and potential exploitation.</li><li>Prepare detailed accountings for guardianships, estates, and trusts.</li><li>Coordinate asset transfers and trust funding in accordance with legal documents and client instructions.</li><li>Communicate with financial institutions, accountants, and vendors to facilitate asset management.</li><li>Update beneficiary designations for retirement accounts and insurance policies.</li><li>Obtain tax identification numbers and maintain communication with the IRS.</li><li>Oversee the collection and distribution of assets.</li><li>Provide proactive client communication and follow-up.</li><li>Support attorneys with discovery and litigation related to estate and trust matters.</li></ul><p><br></p>
Employment Type: permanent | On-site Robert Half is excited to partner with a high-growth retail company in Long Beach, CA, in search of an experienced Inventory Accountant. This role plays a vital part in ensuring the accuracy and integrity of inventory data and financial reporting. If you're analytical, detail-oriented, and passionate about process improvement, this is your opportunity to grow with a thriving retail leader. Key Responsibilities: Analyze daily inventory reports for completeness, accuracy, and consistency Investigate and resolve inventory discrepancies and variances in a timely manner Record inventory adjustments and entries to ensure accurate Profit & Loss (P& L) reporting Maintain and update inventory records within the company’s ERP system Perform root cause analysis on inventory issues and develop strategies for prevention Recommend and support enhancements to inventory reconciliation and reporting processes Collaborate with Loss Prevention to address shrinkage, internal theft, and inventory control concerns Manage two-way match procedures between purchase orders, receipts, and invoices to align with wholesaler transactions Leverage systems and tools including Epic Software, IBM AS/400, ERP platforms, Interface Engine, and About Time Support audit processes, ensure compliance, and maintain excellent communication across departments Qualifications: Bachelor’s degree in Accounting, Finance, or related field 2+ years of experience in inventory accounting, preferably in retail or high-volume environments Solid understanding of inventory accounting principles and financial reporting Experience working with ERP systems (Epicor, Oracle, SAP, or similar) Proficiency in tools like IBM AS/400 and familiarity with reconciliation and audit processes Strong analytical, organizational, and problem-solving skills Ability to communicate effectively and work cross-functionally with teams such as Operations and Loss Prevention Why Join? Be part of a rapidly expanding retail company with exciting growth potential Step into a high-impact role with visibility and collaboration across departments Enjoy a dynamic, team-oriented work culture and opportunities for career advancement Competitive compensation and benefits package Interested in this exciting inventory-focused accounting opportunity? Apply now and connect with a Robert Half recruiter to take the next step in your career journey.or confidential consideration, please email your recruiter with Robert Half. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013198219 . email resume to [email protected]
<p><em>The salary range for this position is $55,000-$70,000 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>We are in the Services industry, based in Chicago, Illinois, and we are actively searching for a diligent Accounts Receivable Analyst to join our dynamic team. This role centers around providing top-tier support for account management, enhancing cash flow through detailed reporting and analysis, and implementing processes to track E-billing progress and reduce overdue balances.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Efficiently process customer credit applications and maintain precise records of customer credit</p><p>• Directly liaise with clients to respond to queries, provide reports, and resolve invoice discrepancies and receivable issues</p><p>• Collaborate with the billing department and attorneys to address billing and collections problems</p><p>• Actively track E-billing progress, including status reporting and resolving short-paid and rejected invoices in conjunction with the Billing department</p><p>• Contribute to the creation of best practices for E-billing monitoring, collections, and A/R management to optimize processes</p><p>• Assess delinquent accounts and suggest resolution strategies</p><p>• Handle daily processing and posting of client payments</p><p>• Coordinate with attorneys on payment-related issues, ensuring proper allocation of payments</p><p>• Process suitable credits, write-offs, and discounts on client invoices</p><p>• Prepare and monitor A/R dashboards and reports, including aging, reconciliation, and collections reports</p><p>• Carry out ad hoc reporting and other assigned tasks and projects.</p>
<p>Are you an accomplished <strong>Family Law Attorney</strong> with experience handling complex divorce cases for <strong>high-net-worth individuals</strong>? Are you seeking an opportunity to join a firm where your expertise in matrimonial law, asset protection, and high-stakes negotiations will be valued? We are seeking a skilled attorney with a proven track record of navigating nuanced family law matters involving substantial assets, business interests, and sensitive personal dynamics to join a well-respected mid-size downtown Minneapolis law firm. </p><p><br></p><p>You will bring significant experience representing <strong>high-net-worth clients</strong> in divorce, custody disputes, and marital property division matters. This role involves managing sophisticated cases, providing exceptional client service, and delivering measured results in emotionally charged situations. You'll play a critical role in helping clients protect their financial, professional, and personal interests during litigation or alternative dispute resolution proceedings.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Represent high-net-worth clients in complex divorce litigation, including matters involving <strong>business valuations, real estate holdings, trust interests</strong>, and <strong>investment portfolios</strong>.</li><li>Develop customized strategies for marital property division, spousal support agreements, and custodial arrangements.</li><li>Negotiate settlements while ensuring optimal outcomes for your clients in high-stakes situations.</li><li>Counsel clients on pre- and postnuptial agreements, trust considerations, and family wealth preservation strategies.</li><li>Advocate effectively in court proceedings, mediation, or arbitration sessions specific to family law disputes.</li><li>Collaborate with financial experts, forensic accountants, business appraisers, and psychologists as needed to support client cases.</li><li>Stay updated on family law regulations and evolving trends in complex asset division and child custody laws.</li></ul><p><br></p>
<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 investment company in San Francisco is seeking an experienced Senior Property Accounting Manager to join their dynamic team. The Sr. 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 and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p>We are looking for a skilled and detail-oriented Staff Accountant to join our team in Salinas, California. As part of a dynamic agricultural business, this role will focus on managing financial operations, ensuring compliance, and supporting the company’s growth objectives. The ideal candidate will have a strong foundation in accounting principles and thrive in a fast-paced, collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily accounting tasks, including managing accounts payable, accounts receivable, and maintaining the general ledger.</p><p>• Prepare accurate monthly financial statements and assist with month-end and year-end closing activities.</p><p>• Reconcile bank accounts and swiftly address any discrepancies.</p><p>• Maintain comprehensive records of company assets and inventory for fresh produce operations.</p><p>• Collaborate with the Controller to ensure compliance with tax regulations and reporting requirements.</p><p>• Contribute to the development of budgets and financial forecasts to support strategic planning.</p><p>• Perform variance analysis and provide actionable insights to help guide management decisions.</p><p>• Support external audits by preparing detailed documentation and financial reports.</p><p>• Drive process improvements by implementing automation and streamlining workflows.</p><p>• Partner with other departments to ensure accurate integration of financial data with overall business operations.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
<p><strong>Position Summary</strong></p><p>The Applications Development Leader will manage a blended team of software developers and analytics professionals, with responsibility for project delivery, client engagement, and departmental performance. This role requires both strategic guidance and hands-on involvement, balancing technical expertise with leadership of people, processes, and budgets.</p><p><br></p><p><strong>This is a Direct/Permanent Hire role that will require a hybrid work schedule.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct software projects from planning through implementation, ensuring deliverables meet defined objectives.</li><li>Monitor project budgets, control expenses, and align outcomes with financial goals.</li><li>Partner with clients and internal teams to gather requirements, analyze processes, and recommend improvements.</li><li>Oversee and support business process mapping, with attention to efficiency and cost reduction.</li><li>Lead project reviews to capture lessons learned and inform future initiatives.</li><li>Track progress, manage risks, and adjust plans to maintain timelines and quality.</li><li>Provide mentorship and oversight for technical staff, assigning tasks and encouraging skill growth.</li><li>Maintain awareness of emerging technologies and practices to guide future solutions.</li><li>Foster collaboration across distributed and offshore teams to ensure consistency and results.</li></ul><p><br></p>
<p>Our client is a wealth management firm in Houston is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will have a strong background in individual and family tax returns, as well as expertise in Roth conversions. This role is perfect for a Tax Senior ready to take the next step in their career or an existing Tax Manager looking for a new challenge.</p><p><strong><u>Tax Manager Responsibilities:</u></strong></p><p><strong>Tax Planning and Compliance:</strong></p><ul><li>Review individual and family tax returns ensuring accuracy and compliance with federal and state tax laws.</li><li>Conduct Roth conversion analysis and implement strategies for clients.</li><li>Advise clients on tax planning strategies to minimize tax liabilities and maximize financial outcomes.</li><li>Stay updated on changes in tax regulations and ensure compliance across all client accounts.</li></ul><p><strong>Client Relationship Management:</strong></p><ul><li>Build and maintain strong relationships with clients, providing exceptional service and support.</li><li>Conduct regular meetings with clients to discuss tax strategies, financial goals, and investment opportunities.</li><li>Respond to client inquiries and provide timely and accurate tax-related information.</li></ul><p><strong>Team Leadership and Development:</strong></p><ul><li>Lead and mentor a team of tax professionals, providing guidance and support to ensure high-quality work and professional growth.</li><li>Review and supervise the work of junior staff, ensuring accuracy and adherence to company standards.</li><li>Assist in the recruitment and training of new team members.</li></ul><p><strong>Process Improvement:</strong></p><ul><li>Identify opportunities to improve tax processes and procedures, enhancing efficiency and accuracy.</li><li>Implement best practices for tax preparation, review, and filing.</li><li>Collaborate with other departments to ensure a seamless and integrated client experience.</li></ul>
<p>Are you an accounting professional with a passion for precision, problem-solving, and leveraging technology to maximize efficiency? We are is seeking a talented Accountant with 2-5 years of accounting experience and hands-on knowledge of<strong> Sage Intacct</strong>. If you're looking to advance your career in a dynamic and collaborative environment, we want to hear from you!</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage day-to-day accounting tasks, including accounts payable, accounts receivable, general ledger entries, and reconciliations.</li><li>Assist in preparing and analyzing financial reports to ensure compliance with applicable regulations and standards.</li><li>Utilize Sage Intacct to optimize financial workflows, maintain accuracy, and reconcile accounts.</li><li>Support month-end and year-end closing processes to ensure timely financial results.</li><li>Collaborate with internal teams to provide consistent and accurate financial data for strategic planning.</li><li>Assist in audits and implement any recommendations to improve internal controls and processes.</li></ul><p><br></p>
<p>We are looking for a skilled IT Project Manager to join our team in Torrance, CA, on a long-term contract basis. In this role, you will lead and coordinate projects for consumer applications with a focus on digital products, ensuring successful delivery through effective collaboration and communication. This position requires a proactive individual who excels at managing complex projects while fostering continuous improvement within teams.</p><p><br></p><p>Job Description</p><p>Daily Responsibilities</p><ul><li>Manage project plans, staff tasks, and progress reporting.</li><li>Track dependencies, risks, and issues.</li><li>Communicate project status to business and IT stakeholders.</li><li>Review, refine, and validate complex business requirements; prioritize backlog.</li><li>Collaborate with Solution Architects and Tech Leads on technical design.</li><li>Ensure quality through test planning and execution with QA teams.</li><li>Coordinate and lead stakeholder meetings; distribute meeting minutes.</li><li>Create presentations and communication materials for various stakeholders.</li><li>Manage release and post-launch activities; support production systems.</li><li>Monitor team performance and provide feedback; ensure transparency.</li><li>Empower delivery teams and Product Owners in task/story definition.</li><li>Facilitate continuous improvement through retrospectives and data-driven insights.</li><li>Maintain team data and project collateral to align with evolving business needs.</li></ul><p>Project Focus</p><ul><li>Drive Agile practices for customer-facing digital products.</li><li>Collaborate with IT associates, consultants, and vendors to define goals, backlogs, and roadmaps.</li><li>Manage medium to large, moderately to highly complex projects.</li><li>Ensure timely, budget-conscious, high-quality project delivery.</li><li>Assemble project plans, assign tasks, monitor progress, and escalate issues as needed.</li></ul>
<p><br></p><p><strong>About the Opportunity:</strong></p><p> We’re working with a rapidly growing SaaS company in the nonprofit technology space that is looking for its first <strong>Director of Finance</strong>. This is an exciting opportunity to join the executive team and play a pivotal role in shaping the company’s financial strategy, structure, and scalability as they continue to expand.</p><p>The organization has grown quickly over the past year, adding multiple new hires, and is now ready to bring financial leadership in-house to ensure consistency, structure, and long-term planning. This is a <strong>hands-on role</strong> where you’ll wear multiple hats, partner directly with the CEO, and help drive decision-making at the highest level.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee all monthly financial reconciliation, reporting, and compliance</li><li>Build and refine forecasting models to support leadership and board-level decisions</li><li>Lead budgeting, KPI tracking, and financial performance analysis</li><li>Manage accounts payable, invoicing, collections, and vendor relationships</li><li>Partner with external tax, audit, and legal professionals as needed</li><li>Support investor reporting and long-term financial strategy</li></ul><p><br></p>
<p>We are looking for a highly experienced Controller to lead and oversee the financial operations of our organization in Oakland, California. This role is pivotal in ensuring the integrity of financial reporting, maintaining compliance with relevant regulations, and providing strategic financial insights to support business growth. The ideal candidate will bring a wealth of expertise in accounting practices and leadership within service-oriented environments.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee daily accounting activities, including general ledger, A/P, A/R, payroll, and bank reconciliations.</li><li>Ensure accounting records align with company policies and regulatory standards.</li><li>Manage monthly and annual financial close processes, ensuring accuracy and timely reconciliations.</li><li>Establish and maintain internal controls to protect assets and ensure reliable financial reporting.</li><li>Monitor compliance with tax laws and regulatory requirements; supervise preparation of filings and documentation.</li><li>Enforce adherence to corporate governance and internal financial policies.</li><li>Manage company cash flow to maintain liquidity for operations and investments.</li><li>Deliver financial analysis and recommendations to support strategic planning and business growth.</li><li>Perform additional tasks as assigned by Managing Partners.</li></ul>
We are looking for a skilled Controller to lead and manage financial operations within our organization based in McLean, Virginia. This role requires an experienced individual with a strong understanding of accounting principles and the ability to oversee diverse financial functions while ensuring regulatory compliance. The Controller will play a critical role in guiding financial strategies and maintaining accurate financial records.<br><br>Responsibilities:<br>• Manage all accounting operations, including billing, payroll, accounts payable, accounts receivable, general ledger, cost accounting, and financial statements.<br>• Prepare and compile monthly, quarterly, and annual financial reports with accuracy and timeliness.<br>• Develop and oversee financial forecasts, budgets, and cash flow analyses to support strategic planning.<br>• Negotiate and manage corporate liability insurance policies, lines of credit, and investment portfolios.<br>• Ensure compliance with tax regulations and Generally Accepted Accounting Principles (GAAP).<br>• Serve as the primary liaison with auditors, investors, financial institutions, and other stakeholders on financial matters.<br>• Supervise the audit process and coordinate with external auditors and tax advisors.<br>• Provide detailed financial analyses to support decision-making on capital investments, contract negotiations, and cost management.<br>• Track organizational payments and prepare documentation for annual audits.<br>• Offer guidance to management on financial benchmarks, pricing strategies, and significant expenses.
<p>The Vice President of Finance/Controller will serve as the senior financial leader responsible for directing the company’s accounting, finance, and reporting functions. This role will oversee all financial operations, ensure compliance with regulatory requirements, and provide strategic financial insights to support growth and profitability in the real estate industry. The ideal candidate will have extensive experience in real estate accounting, investment analysis, property management finance, and development projects.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Leadership & Strategy</strong></p><ul><li>Partner with executive leadership to develop financial strategies aligned with business objectives.</li><li>Provide financial modeling and analysis to support acquisitions, dispositions, and development projects.</li><li>Advise on capital structure, financing options, and investor reporting.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee month-end, quarter-end, and year-end close processes.</li><li>Ensure compliance with GAAP and industry-specific accounting standards.</li><li>Manage preparation of consolidated financial statements, investor reports, and lender compliance packages.</li></ul><p><strong>Budgeting & Forecasting</strong></p><ul><li>Lead the budgeting and forecasting process across property operations, development, and corporate functions.</li><li>Monitor variances and recommend corrective actions.</li><li>Prepare cash flow projections and scenario planning for multiple projects.</li></ul><p><strong>Treasury & Cash Management</strong></p><ul><li>Oversee cash flow management, banking relationships, and debt compliance.</li><li>Manage capital calls, distributions, and investment accounting for real estate funds and partnerships.</li></ul><p><strong>Team Leadership & Development</strong></p><ul><li>Lead and mentor the accounting and finance teams, fostering a culture of accountability and continuous improvement.</li><li>Implement process improvements and financial systems to enhance efficiency.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with tax, audit, and regulatory requirements.</li><li>Coordinate external audits and manage relationships with auditors, lenders, and investors.</li><li>Establish internal controls and risk management policies.</li></ul><p><br></p>
<p>Our client is a boutique Wealth Management firm looking to bring onboard a Compliance Analyst. The role is in Boston, mostly in office. </p><p><br></p><p>This role focuses on ensuring compliance and mitigating risk within a financial institution through meticulous analysis and proactive monitoring. Key responsibilities include conducting remote and onsite branch reviews and performing daily trade blotter reviews with an emphasis on exception reports, requiring strong attention to detail. The candidate will assist with annual supervisory controls testing, review and approve advertising, sales literature, trade corrections, and other compliance matters, while investigating potential violations of industry standards. The position also involves conducting electronic communication surveillance, managing continuing education programs, and overseeing accounts management, all while maintaining a strong knowledge of regulatory changes. Successful candidates will organize compliance records, manage compliance application systems, and maintain accurate documentation processes. </p>
We are looking for an experienced and detail-oriented Senior Tax Accountant to join our team in Madison, Wisconsin. In this role, you will play a key part in managing financial records, preparing tax returns, and ensuring compliance with ever-changing tax regulations. This position offers an excellent opportunity to contribute to a dynamic financial services firm specializing in wealth management, tax planning, and alternative investments.<br><br>Responsibilities:<br>• Prepare and file accurate federal, state, and local tax returns for both individual and small business clients.<br>• Develop tax strategies to optimize liabilities while staying updated on changes in tax laws and regulations.<br>• Liaise with tax authorities to address audits and inquiries as required.<br>• Maintain and update financial records, including accounts payable, accounts receivable, and general ledger entries.<br>• Reconcile financial accounts and resolve discrepancies to ensure accuracy.<br>• Oversee payroll processes for small business clients, ensuring timely and precise transactions.<br>• Generate financial reports, including profit and loss statements, balance sheets, and cash flow analyses.<br>• Ensure compliance with internal financial policies and external regulatory standards.<br>• Monitor changes in the regulatory environment and implement necessary policy adjustments.<br>• Establish and maintain internal controls to protect financial assets and data integrity.
We are looking for a detail-oriented Staff Accountant to join our team in Phoenix, Arizona. This role is pivotal in ensuring accurate financial management, project budget oversight, and seamless collaboration across departments. The ideal candidate will excel in organizing financial records, preparing client billing, and supporting proposal development processes.<br><br>Responsibilities:<br>• Manage financial records, including accounts payable and accounts receivable, ensuring accuracy and compliance.<br>• Prepare and distribute monthly client invoices while maintaining detailed billing records.<br>• Enter expenses, vendor invoices, and consultant invoices into Ajera accounting software.<br>• Set up and monitor project budgets in Ajera, ensuring alignment with financial goals.<br>• Maintain and update accounting and project spreadsheets to support financial reporting.<br>• Process cash receipts and bank deposits while monitoring accounts receivable aging.<br>• Oversee vendor payment processing every two weeks and manage vendor W9 forms.<br>• Prepare and file preliminary twenty-day notices and coordinate insurance certificates for projects.<br>• Assist with proposal preparation, submission, and tracking by maintaining deadlines and organizing documentation.<br>• Create budgets and draft proposals using Excel and Word templates, ensuring alignment with project scope and objectives.
<p>Controller – Hands on in Non-Profit.</p><p><br></p><p>Stable non-profit company in the Lenox area is looking for a hands-on Controller. Reporting to the CFO and being a contributing member of the senior management team, you will be responsible for strategic planning, the general ledger, financial close, financial statement preparation, board reporting and presentation, budgeting, forecasting, cash flow analysis and mentoring staff. </p><p><br></p><ul><li>Performs the following: monthly, quarterly and annual close, general ledger entry, balance sheets, income statement, and reconciliation.</li><li>Conducts bank reconciliations; assists with cash analysis when necessary.</li><li>Reviews A/P and runs weekly vendor checks.</li><li>Reviews and approves purchase orders.</li><li>Oversees billing and collection processes for revenue generating programs.</li><li>Prepares annual budget and re-projections.</li><li>Assist with fund report preparation.</li><li>Coordinates and manages internal audits involving the review of administrative accounting controls and processes to ensure the integrity of internal systems.</li><li>Assists in the development and implementation of new and revised accounting, payroll and other financial policies, procedures and controls.</li><li>Provides ongoing direction and supervision to finance and billing staff.</li></ul><p>Minimum requirements include a BS in Accounting. MBA or CPA preferred, 5+ years of relevant non-profit experience including hands on general ledger and month end close experience, strong financial statement preparation experience, experience providing strategic guidance and implementing improvements to policies and procedures. </p><p><br></p><p>Base salary range of $90-105k + strong benefits.</p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Chelsea Halon at chelsea.halon@roberthalf com. For expeditated consideration please email directly to chelsea.halon@roberthalf com vs “applying”. </p><p><br></p><p>All inquiries are confidential. Please note: at Robert Half we never present your background to a client company without your permission. </p><p><br></p><p>chelsea.halon@roberthalf com</p>
We are looking for a detail-oriented Cash Application Specialist to join our team in Mendota Heights, Minnesota. In this long-term contract role, you will play a key part in ensuring the accurate and efficient application of cash payments while maintaining high standards of financial accuracy. This position offers an excellent opportunity to contribute to a dynamic wholesale distribution environment.<br><br>Responsibilities:<br>• Process and apply incoming cash payments to customer accounts with accuracy and timeliness.<br>• Reconcile discrepancies in customer accounts and resolve payment-related issues.<br>• Collaborate with internal teams to ensure smooth and efficient billing functions.<br>• Utilize accounting software systems to manage and track cash activity.<br>• Monitor and manage automated clearing house (ACH) transactions to ensure proper processing.<br>• Maintain detailed records of cash applications and prepare regular financial reports.<br>• Assist in the implementation of best practices for accounts receivable processes.<br>• Analyze data to identify trends or issues in payment processing and recommend improvements.<br>• Support the team in handling high-volume transactions with precision and speed.
<p>We are looking for an organized and proactive Facilities Assistant to join our team in Goleta, California. In this long-term contract position, you will play a key role in supporting our hospitality department by ensuring operational excellence and delivering exceptional service to internal stakeholders. This is an on-site role where attention to detail, event planning expertise, and strong technical skills will be highly valued.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and oversee event planning activities, including organizing celebrations and events.</p><p>• Assist with office moves and ensure seamless transitions for employees.</p><p>• Monitor and track budgets to ensure financial goals are met.</p><p>• Utilize tools like Slack, Asana, and Google Suite for efficient communication and project management.</p><p>• Maintain conference rooms and facilities, ensuring they are fully operational and well-maintained.</p><p>• Support daily operations by managing computerized maintenance management systems (CMMS).</p><p>• Collaborate with team members to plan and execute high-level projects.</p><p>• Provide excellent customer service to employees and act as a point of contact for facility-related inquiries.</p><p>• Leverage Apple OS and other technical tools to streamline processes.</p><p>• Work closely with department leadership to ensure smooth execution of objectives.</p>
We are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm.<br><br>Responsibilities:<br><br>• Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem.<br>• Maintain and review complex financial records for clients using accounting software like QuickBooks.<br>• Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members.<br>• Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner.<br>• Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies.<br>• Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes.<br>• Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency.<br>• Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.
