<p>We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented individual with strong expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist <strong>(CFIRS) certification</strong>. The selected candidate will play a key role in ensuring compliance with regulatory standards through detailed review and analysis of control testing activities. this is a remote part-time contract position.</p><p><br></p><p>Responsibilities:</p><p><strong>Must Have CFIRS certification</strong></p><p>• Evaluate control testing activities conducted during Annual Reviews of trust accounts to ensure accuracy and compliance with expectations.</p><p>• Review evidence and documentation related to account management controls, including administrative reviews, investment reviews, and governing documents.</p><p>• Assess minutes from Trust Advisory Committee meetings and related documentation, such as Investment Objective Statements and Letters of Understanding.</p><p>• Analyze account synoptic reports, Fi-Tek data, transaction statements, and tax return documentation for thoroughness and adherence to standards.</p><p>• Identify gaps or weaknesses in control testing processes and provide actionable recommendations for improvements.</p><p>• Ensure regulatory compliance by applying industry best practices and aligning testing results with governing documents.</p><p>• Collaborate with senior consultants to validate testing methodologies and findings.</p><p>• Provide comprehensive feedback to strengthen control testing accuracy and reliability.</p><p>• Maintain a focus on regulatory expectations, ensuring all activities align with compliance requirements.</p>
<p>Robert Half is looking for an experienced Director of Operations to lead and optimize the operational functions of our client's organization. This role is ideal for a detail-oriented individual with a strong background in managing multidisciplinary teams. Based in the Philadelphia area, this position requires a strategic leader with expertise in risk management, business planning, and team development.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee daily operations and guide the Operations team, including mentoring and supervising staff such as the Operations Analyst.</li><li>Conduct performance evaluations for Administrative Directors and other operational personnel.</li><li>Lead the development and execution of the organization’s annual business plan by collaborating with internal stakeholders.</li><li>Manage the risk management program, including contract review, negotiation, and coordination with external legal counsel when necessary.</li><li>Organize and deliver training sessions for staff on topics related to risk and financial management.</li><li>Build and maintain relationships with key external partners, including insurance brokers, carriers, legal professionals, and commercial real estate brokers.</li><li>Direct the renewal and administration of annual insurance policies and ensure compliance with organizational standards.</li></ul>
<p>Are you a hands-on Controller with experience in small business accounting and leadership? A family-owned lighting business in Houston is seeking a <strong>Controller</strong> to oversee its accounting operations and manage a small team in a collaborative environment. This company is a leader in the commercial and residential lighting industry since its establishment in 1961. This is an exciting opportunity to contribute to a company with a tenured team and a strong community feel while driving financial excellence. The ideal candidate will have experience in managing the accounting for a small to mid-size business, inventory experience, and a degree in accounting. CPA is a plus!</p><p><br></p><p><strong>Why Join Us?</strong></p><p>This is a role with leadership opportunities and growth potential. You'll work directly with the owner and lead a small accounting team, including an Accountant, an AR and AP team, as well as a Payroll coordinator. The company takes pride in its close-knit culture and operates in a supportive environment that values team collaboration and long-term tenure.</p><p><br></p><p><strong><u>Job Description</u></strong></p><ul><li>Perform all financial and accounting activities, including financial statement preparation, forecasting, budgeting, bank statement reconciliation, Payroll, Accounts Payable, Accounts Receivable and Treasury.</li><li>Assist in maintaining accounting ledgers; preparing cash transaction entries for general ledger; posting and reviewing journals; monitoring investment fees; updating dividends; reconciling accounts by comparing and adjusting transactions.</li><li>Perform all financial and accounting activities, including financial statement preparation, forecasting, budgeting, bank statement reconciliation, Payroll, Accounts Payable, Accounts Receivable and Treasury.</li><li>Assist in maintaining accounting ledgers; preparing cash transaction entries for general ledger; posting and reviewing journals; monitoring investment fees; updating dividends; reconciling accounts by comparing and adjusting transactions.</li><li>Represent the Company in protesting property tax appraisal values.</li><li>Prepare federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Maintain compliance with regulations by forwarding required information to federal, state, and local authorities.</li><li>Ascertaining the Company remains current on all tax matters, including proactive in planning on a proactive basis.</li><li>Assuming responsibility for smooth flow of tax information to/from the tax advisors to ensure accurate, complete and timely preparation and delivery of all Company tax returns.</li><li>File quarterly taxes</li><li>Ensure timely and accurate completion of all compliance and regulatory reporting.</li></ul><p>Offering benefits and a very competitive compensation plan. Please apply and email your resume to Alyssa.white@roberthalf for immediate consideration!</p>
We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about delivering exceptional service and have a strong commitment to precision and integrity.<br><br>Responsibilities:<br>• Provide strategic advice on estate planning, trust administration, and succession planning for high-net-worth individuals.<br>• Draft and analyze complex estate planning documents to ensure accuracy and compliance.<br>• Facilitate entity formation and structure real estate transactions to meet client needs.<br>• Collaborate closely with financial advisors, CPAs, and insurance professionals to deliver integrated solutions.<br>• Adapt to and utilize firm systems and workflows efficiently.<br>• Build and maintain strong client relationships, gradually taking on leadership roles within the firm.
<p><strong>Estate Planning Paralegal</strong> role in Chesterfield, with a highly respected law firm.</p><p><strong>Job Title:</strong> Estate Planning Paralegal</p><p><strong>Location:</strong> Chesterfield, MO</p><p><strong>Job Type:</strong> Full-Time | Permanent</p><p><br></p><p><strong>Join a respected and growing legal team in Chesterfield!</strong></p><p>A well-established, client-focused law firm is seeking a skilled <strong>Trusts and Estates</strong> <strong>Paralegal </strong>with <strong>Gift Tax </strong>Experience to support its expanding estate planning practice. This is a full-time, permanent opportunity offering stability, professional growth, and a collaborative work environment.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Draft and prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives)</li><li>Organize and maintain client files and case documentation</li><li>Coordinate document signings and manage follow-up communications</li><li>Liaise with clients, attorneys, and financial professionals</li><li>Assist with probate filings and related legal procedures</li></ul>
We are looking for an experienced Controller to oversee and manage our accounting operations in Bluffdale, Utah. This role is pivotal in ensuring the accuracy of financial records, fostering efficient cash management, and supporting strategic budgeting initiatives. The ideal candidate will bring leadership skills, strong attention to detail, and expertise in financial reporting to drive organizational success.<br><br>Responsibilities:<br>• Lead the accounting operations, ensuring all processes and procedures are clearly developed and documented.<br>• Supervise and enforce adherence to established accounting policies and procedures by the team.<br>• Manage the structure and performance of the accounting department to meet organizational goals and objectives.<br>• Monitor and analyze key performance indicators (KPIs) to identify opportunities for cost savings and improved business decision-making.<br>• Maintain accurate and timely accounting records, including the chart of accounts and general ledger reconciliations.<br>• Oversee accounts receivable collections to optimize cash flow and ensure timely accounts payable processing.<br>• Conduct regular bank, balance sheet, and variance reconciliations to mitigate financial risks.<br>• Prepare and file required tax documents, such as property tax and sales tax filings, in compliance with regulations.<br>• Generate and issue financial reports, including monthly, quarterly, and annual statements.<br>• Collaborate on budgeting, forecasting, and capital expenditure planning to align with organizational objectives.
We are looking for an experienced Tax Director to lead and develop our tax team in Grand Junction, Colorado. This role requires a dynamic leader who can manage tax compliance, provide strategic advisory services, and deliver exceptional client engagement. The ideal candidate will play a pivotal role in mentoring staff, ensuring operational excellence, and fostering a collaborative and high-performing team environment.<br><br>Responsibilities:<br>• Recruit, mentor, and manage the tax team to drive growth and accountability.<br>• Provide regular feedback, conduct one-on-one meetings, and oversee performance evaluations.<br>• Lead client onboarding meetings and maintain proactive communication throughout the tax cycle.<br>• Supervise the preparation and review of complex business and individual tax returns.<br>• Conduct in-depth research on advanced tax strategies and provide advisory support on unique issues.<br>• Review client financials to calculate quarterly tax estimates and deliver insightful recommendations.<br>• Ensure accurate preparation and review of financial statements in compliance with regulations.<br>• Maintain and update the tax database using accounting and project management software.<br>• Implement tax reduction strategies and assist the team with accounting-related tasks as needed.<br>• Address tax notices and liaise with tax authorities to resolve issues effectively.
<p>Our client is looking for an experienced <strong>Accounting Manager</strong> to join their team <strong>in Murfreesboro</strong>, Tennessee. This is a <strong>contract </strong>position expected to last at least a couple of months, with potential for extension or transition to a permanent role. The ideal candidate will play a key role in overseeing accounting operations, ensuring compliance, and driving efficiency in financial processes.</p><p>Responsibilities:</p><p>• Oversee the month-end close process, ensuring preliminary reports are completed promptly and final close is achieved within four days.</p><p>• Manage customer billing operations and ensure accurate processing of invoices.</p><p>• Maintain and track fixed assets, ensuring proper documentation and compliance.</p><p>• Prepare and post journal entries, including adjustments, to ensure accurate financial reporting.</p><p>• Collaborate on manual budgeting and forecasting activities to support organizational planning.</p><p>• Ensure compliance with internal controls and external regulatory requirements, particularly for a publicly-held company.</p><p>• Supervise and lead the accounting team, ensuring deadlines are met and processes are streamlined.</p><p>• Coordinate audit preparation and address internal and external audit requests.</p><p>• Utilize Dynamics and Excel tools such as pivot tables, VLOOKUPs, and SUMIFs to analyze and manage financial data.</p><p>• Assist in transitioning financial systems to new platforms as needed.</p>
<p>We are in search of a fully remote IT Auditor with a specific focus on Insider Threats to join our team. In this role, you will be tasked with a variety of responsibilities ranging from auditing to ensuring the efficient functioning of our accounting systems.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct comprehensive audits utilizing your expertise in Enterprise Resource Planning</p><p>• Examine and evaluate the adequacy of our accounting software systems</p><p>• Oversee and manage the full spectrum of accounting functions</p><p>• Create, maintain, and improve audit plans and reports</p><p>• Utilize your knowledge of CobiT to enhance our audit programs</p><p>• Identify and address any potential insider threats</p><p>• Handle and resolve any audit findings efficiently</p><p>• Test and validate IT systems to ensure their security and effectiveness.</p>
<p>Our client, a successful full-service law firm, is seeking a junior Estate Planning Attorney to join their well-established law firm in Rochester, New York. This position offers the opportunity to work within a supportive and client-focused Trusts & Estates practice group. If you are passionate about estate planning and eager to build a long-term career, this role could be an excellent fit for you.</p><p><br></p><p><strong>Location:</strong> Rochester, NY </p><p><strong>Salary:</strong> $80,000 - $95,000 (depending on experience) + great benefits!</p><p><strong>Schedule: </strong>In-Office</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies</li><li>Assist in the administration of estates and trusts, including probate filings and asset transfers</li><li>Conduct client meetings to assess goals, gather information, and explain estate planning options</li><li>Research legal issues and provide guidance on estate, gift, and generation-skipping transfer tax issues</li><li>Coordinate with financial advisors, accountants, and other professionals to develop and implement estate plans</li><li>Stay current with changes in relevant state and federal laws</li></ul>
We are seeking an Accounting Manager/Supervisor to join our team in Houston, Texas. The role involves the management and supervision of various accounting functions, with a focus on maintaining accurate customer records and resolving customer inquiries. This role offers an exciting opportunity for those adept in handling tasks such as processing customer credit applications and monitoring customer accounts.<br><br>Responsibilities:<br>• Overseeing the accurate and efficient processing of customer credit applications<br>• Maintaining precise customer credit records<br>• Implementing and managing Accounting Software Systems<br>• Utilizing ADP - Financial Services for various accounting tasks<br>• Leveraging BlackLine and Concur for efficient account management<br>• Ensuring effective use of ERP - Enterprise Resource Planning for various accounting functions<br>• Supervising Accounts Payable (AP) and Accounts Receivable (AR) operations<br>• Conducting auditing activities as required<br>• Overseeing billing functions to ensure accuracy and timeliness<br>• Handling the preparation and posting of monthly journal entries
We are looking for an experienced Trust & Estate Paralegal to join a respected estate planning and elder law firm in Worcester, Massachusetts. This role offers an opportunity to work closely with attorneys in preparing legal documents, managing client relationships, and navigating complex Medicaid planning processes. The ideal candidate is detail-oriented, proactive, and committed to providing outstanding service to clients.<br><br>Responsibilities:<br>• Prepare, file, and manage Medicaid applications along with all required supporting documentation.<br>• Draft and review estate planning documents such as wills, trusts, powers of attorney, and health care proxies.<br>• Support attorneys in probate and trust administration tasks, including inventorying assets, preparing accountings, and submitting court filings.<br>• Act as a liaison by communicating effectively with clients, financial institutions, and government agencies.<br>• Maintain organized client files and ensure proper use of case management systems.<br>• Conduct legal research to stay informed on updates in Medicaid and elder law regulations.
<p>The SAP Functional Expert – Group Reporting will be responsible for designing, configuring, and supporting the SAP S/4HANA Group Reporting (Consolidation) module as part of a multi-year global ERP transformation program. This role will ensure alignment of financial consolidation processes across global entities, supporting real-time, compliant, and transparent financial close and reporting activities. The position requires deep expertise in group reporting, intercompany eliminations, consolidation of investments, and integration with SAP Core Finance (FI/CO), along with strong collaboration and documentation skills.</p><p>Key Responsibilities</p><p>· Design, configure, and test the SAP S/4HANA Group Reporting module in line with business requirements and global standards.</p><p>· Work with Finance and Accounting stakeholders to define consolidation rules, intercompany elimination logic, and ownership structures.</p><p>· Ensure alignment of Group Reporting with the global chart of accounts and legal entity structure.</p><p>· Coordinate with SAP FI/CO teams to ensure accurate data integration and mapping from source ledgers to consolidation views.</p><p>· Support planning and execution of test cycles (unit, integration, UAT) and documentation of results.</p><p>· Collaborate with Master Data, Security, and Reporting teams to ensure completeness and control.</p><p>· Provide post-go-live support and lead knowledge transfer and training for end-users.</p><p>· Support audit and compliance efforts related to group reporting and legal consolidation processes.</p>
We are looking for an Investor Relations Manager to join our dynamic team in Dallas, Texas. In this role, you will play a pivotal part in building and maintaining strong connections with institutional clients and stakeholders, while ensuring clear and effective communication about fund strategies and performance. The ideal candidate will possess a deep understanding of investment products and financial metrics, coupled with excellent communication and organizational skills.<br><br>Responsibilities:<br>• Cultivate and nurture relationships with institutional investors, consultants, and key stakeholders to foster long-term partnerships.<br>• Organize and manage investor meetings, calls, and events, delivering a meticulous and engaging experience.<br>• Address investor inquiries promptly and accurately, providing insightful and comprehensive responses.<br>• Gain expertise in the firm’s fund strategies, performance indicators, and portfolio positioning to effectively communicate with stakeholders.<br>• Analyze and interpret fund performance metrics, risk factors, and financial statements for investor presentations.<br>• Collaborate with marketing, portfolio management, and investment teams to remain informed on market trends and fund developments.<br>• Draft and distribute investor communications, including monthly or quarterly updates, reports, presentations, and ad hoc notices.<br>• Support the creation of marketing materials and due diligence questionnaires, ensuring precision and consistency.<br>• Coordinate with compliance, legal, operations, and finance teams to facilitate investor onboarding and ongoing service needs.<br>• Partner with the Investment Team to assist in fundraising initiatives and enhance investor engagement strategies.
We are looking for an experienced SEC Compliance Manager/Director to lead external reporting and technical accounting activities for our organization. This role requires a detail-oriented individual who thrives in a fast-paced environment, demonstrates exceptional leadership skills, and serves as a trusted advisor to executive management and the Board of Directors. You will play a critical role in ensuring regulatory compliance, shaping financial disclosures, and driving technical accounting initiatives.<br><br>Responsibilities:<br>• Oversee the preparation, review, and submission of all SEC filings, including 10-K, 10-Q, 8-K, S-1, S-3, S-8, and proxy statements, ensuring accuracy and adherence to deadlines.<br>• Collaborate with legal, tax, treasury, investor relations, and finance teams to ensure consistency and precision in public disclosures.<br>• Develop and maintain reporting calendars and workflows to meet interim and annual filing deadlines.<br>• Implement new disclosure requirements in response to evolving regulatory standards.<br>• Provide technical accounting guidance to influence organizational decisions and ensure compliance with US GAAP and SEC regulations.<br>• Conduct research on complex accounting topics such as revenue recognition, leases, stock-based compensation, and financial instruments.<br>• Draft and update accounting policies and procedures, ensuring alignment across the organization.<br>• Coordinate with internal and external auditors to address audit requests and findings promptly.<br>• Partner with cross-functional teams, including FP& A, tax, treasury, and legal, to ensure accurate financial results and disclosures.<br>• Support executive leadership in strategic initiatives, mergers and acquisitions, and capital market activities with accounting implications.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p><strong>100% REMOTE BUT CANDIDATES MUST LIVE IN THE NEW ENGLAND AREA AND BE OPEN TO TRAVEL A FEW TIMES A YEAR TO MONTPELIER VT!!</strong></p><p><br></p><p>We are looking for a highly experienced Senior Tax Accountant to join our client's team. In this role, you will take the lead on managing intricate tax matters, providing strategic advice to clients, and mentoring less experienced staff. This position offers an excellent opportunity to work with a respected local firm that values work-life balance, integrity, and long-term client relationships.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare and review complex federal and multi-state tax returns for individuals, corporations, partnerships, and trusts.</p><p>• Ensure all tax filings comply with current regulations and meet deadlines.</p><p>• Conduct detailed tax research to support planning strategies and reduce liabilities.</p><p>• Act as the primary advisor to clients, delivering proactive tax planning and savings strategies.</p><p>• Address inquiries and correspondence from tax authorities in a timely and accurate manner.</p><p>• Mentor and supervise less experienced staff, providing technical guidance and constructive feedback.</p><p>• Analyze financial statements and reconcile general ledger accounts to ensure accuracy.</p><p>• Develop trusted relationships with individual clients, nonprofits, and small businesses.</p><p>• Contribute to firm-wide process improvements and quality assurance initiatives.</p><p>• Support operational efficiencies and suggest cost-saving improvements where applicable.</p>
<p>We are seeking a meticulous <strong>Staff Accountant</strong> to join a leading global manufacturing company located in <strong>Shawnee, Kansas</strong>. This position is pivotal in handling key financial operations, maintaining compliance with tax regulations, and ensuring the accuracy of accounting records. As a Staff Accountant, you will collaborate cross-departmentally to analyze financial data, deliver actionable insights, and uphold the integrity of financial reporting. If you or someone you know has <strong>2+ years of experience</strong> and is interested in working in a dynamic global manufacturing environment, please contact <strong>Melissa Valenzuela at 816-601-1192</strong> for additional details!</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Prepare and reconcile monthly management accounts and balance sheets for all global business units.</li><li>Analyze financial trends and forecasts to pinpoint potential errors, overspending, and ensure accurate month-end reporting.</li><li>Oversee and manage fixed assets, ensuring proper documentation and reporting.</li><li>Conduct timely profit and loss analyses, sharing insights with relevant business units.</li><li>Manage product costings and perform quarterly reviews of standard costs.</li><li>Track project budgets, provide timely updates, and flag potential overspending risks.</li><li>Ensure cash flow records are accurately updated and consistently maintained.</li><li>Perform variance analysis for raw material usage and purchase price accounts, coordinating with the supply chain team to address any discrepancies.</li><li>Stay informed on evolving tax legislation, sharing updates with the finance team and ensuring compliance.</li><li>Actively participate in year-end audit processes, guaranteeing adherence to organizational standards.</li></ul><p><strong>What You’ll Bring</strong>:</p><ul><li>Strong attention to detail, analytical thinking, and a passion for maintaining precision in financial reporting.</li><li>The ability to work collaboratively across departments while meeting deadlines and departmental objectives.</li></ul>
<p>Newark Delaware client is looking to staff a Senior Accountant with strong SEC experience. This Senior Accountant will be responsible for managing financial reports, records, and general ledger accounts, preparing and analyzing financial statements, ensuring compliance with GAAP or IFRS, reconcile accounts, ensure SOX compliance, assisting with budget analysis, overseeing the month-end and year-end close processes, supervising junior accounts and providing guidance on accounting principles, and support management with financial decision-making by providing data insights. The successful candidate for this role will have sharp analytical skills, excellent time management abilities, and strong written and verbal communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Overseeing the monthly financial statement close process for assigned business units or functional areas, ensuring the accurate and timely recording of all financial transactions.</p><p>• Assisting in the preparation, review, and analysis of account reconciliations for companies and/or designated functions.</p><p>• Ensuring compliance with Sarbanes-Oxley control requirements.</p><p>• Assisting in the preparation of the monthly reporting packages, including comparative analysis of current and prior period actual results for internal and external reporting.</p><p>• Collaborating with internal and external auditors, Controller's Group, and Business Units to accomplish goals.</p><p>• Participating in special projects and the implementation of changes in FASB/GAAP, as needed.</p><p>• Working closely with other departments and Business Units regarding accounting activities.</p><p>• Proactively addressing any accounting/reporting issues or concerns.</p><p>• Participating in planning processes at project and departmental level.</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Tax Manager to oversee and enhance the US tax operations for a technology-enabled tax firm based in New York, New York. This role offers a unique opportunity to manage critical tax functions, ensuring compliance across multiple jurisdictions while contributing to process improvements and providing advisory support. As a key contributor, you will work closely with founders and early-stage teams, requiring a hands-on approach and excellent communication skills.<br><br>Responsibilities:<br>• Oversee and manage all aspects of US tax filings, including federal and state corporate income tax returns for entities such as C-Corps, S-Corps, and LLCs.<br>• Ensure compliance with federal and state tax regulations across multiple jurisdictions.<br>• Identify opportunities to streamline and automate tax processes, driving efficiency and accuracy.<br>• Provide advisory support on topics such as founder compensation structuring, entity setup, and state nexus considerations.<br>• Collaborate with the accounting team to align tax strategies with financial reporting requirements.<br>• Monitor changes in tax laws and regulations to ensure timely updates to compliance practices.<br>• Lead initiatives to enhance the scalability of the tax function for growing business needs.<br>• Serve as a resource to founders and stakeholders, offering insights to inform strategic decisions.
<p>Investment firm located in the West Chester, PA area seeks a Tax Manager with public accounting expertise. This Tax Manager will play a critical leadership role overseeing tax engagements for a diverse portfolio of clients. The responsibilities of this role include: managing tax planning, compliance, managing and mentoring staff, reviewing/preparing individual, trust and business tax returns, overseeing tax audits, researching business initiatives, and mitigating tax risks. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Prepare tax journal entries, ensuring compliance within tax provisions</p><p>· Identify and mitigate tax risks</p><p>· Develop and implement strategic tax planning</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Maintain and update the organization’s tax policies and documentation</p><p>· Review and analyze financial statements</p><p>· Monitor and interpret changes in tax legislation</p><p>· Coordinate tax audits</p><p>· Oversee special tax related projects</p>
<p>Robert Half is seeking a highly skilled and experienced Corporate Tax Director for our growing client. The Corporate Tax Director role will be tasked with managing all facets of the company's tax strategy, compliance, planning, and reporting, this role ensures adherence to tax obligations across all jurisdictions while mitigating risk and enhancing tax efficiency. The preferred candidate will possess extensive expertise in federal and state tax regulations, demonstrate exceptional leadership capabilities, and have a proven track record of success within dynamic, fast-growing organizations where structures and priorities are constantly evolving.</p><p><br></p><p>Primary Responsibilities:</p><ul><li>Direct and oversee the corporate tax function of the company, encompassing strategy, planning, compliance, and reporting </li><li>Guarantee the accurate and punctual submission of all federal, state, local, and supplementary tax filings </li><li>Formulate and implement tax strategies aimed at optimizing the company’s effective tax rate and cash flow position </li><li>Supervise tax accounting and reporting under US GAAP, including the preparation of tax provisions and related disclosures </li><li>Create and manage a tax reporting dashboard to track key strategies, deliverables, and initiatives </li></ul><p><br></p>
<p>We are looking for an experienced Trust and Estate Attorney/Lawyer to join our team in Los Altos, California. The ideal candidate will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique needs of each client. This role requires someone with excellent communication skills and a deep understanding of state and federal regulations.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on trust and estate planning, probate administration, estate tax, and asset protection strategies.</p><p>• Draft, review, and finalize legal documents such as wills, trusts, powers of attorney, and healthcare directives.</p><p>• Manage trust administration processes and oversee probate cases while ensuring compliance with California laws.</p><p>• Represent clients in court proceedings and mediation sessions related to estate disputes when necessary.</p><p>• Develop customized plans for high-net-worth individuals and families, addressing complex estate needs.</p><p>• Communicate effectively with clients to explain legal options and provide updates on case progress.</p><p>• Stay informed about changes in laws affecting estate planning, trusts, and probate to deliver accurate advice.</p><p>• Collaborate with other professionals, such as financial advisors or tax experts, to optimize client outcomes.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
