We are looking for an experienced Accounting Manager to oversee and enhance the financial operations of our healthcare organization in San Diego, California. This role is vital in ensuring the accuracy of financial reporting, compliance with tax-basis accounting principles, and strategic financial planning. The Accounting Manager will lead a team of three professionals and work directly with the Controller and ownership partners to support the organization's financial health and growth.<br><br>Responsibilities:<br>• Prepare and manage the production of audited financial statements, ensuring adherence to tax-basis accounting standards and regulatory guidelines.<br>• Oversee the month-end close process, ensuring accurate journal entries, account reconciliations, and timely reporting.<br>• Maintain and monitor the general ledger system, reviewing entries, reconciling accounts, and managing the chart of accounts.<br>• Collaborate with department heads to develop annual budgets and conduct regular forecasting to assess financial performance and risks.<br>• Perform detailed financial analysis to evaluate organizational performance, identify trends, and recommend actionable improvements.<br>• Optimize cash flow management processes to ensure operational liquidity and support capital investments.<br>• Establish and enforce robust internal controls to safeguard assets and ensure compliance with financial regulations.<br>• Coordinate with external tax advisors to ensure timely and accurate tax filings and adherence to applicable tax laws.<br>• Lead and mentor a team of accounting professionals, fostering a culture of accountability and continuous improvement.
<p><strong>Sr. Tax Accountant - Family Office. 1/2-day Fridays</strong></p><p><br></p><p><strong></strong>We are looking for an experienced Senior Accountant to join a dynamic family office in Stamford, Connecticut. In this role, you will manage financial activities for a select group of ultra-high-net-worth clients, including trusts, partnerships, and investment entities. This is an excellent opportunity for a meticulous individual to contribute to a collaborative accounting team.</p><p><br></p><p>Responsibilities:</p><p>Core focus is HWN and Partnership tax advisory and compliance.</p><p><br></p><p>In addition:</p><p>• Oversee and maintain general ledgers for individuals, trusts, investment entities, family partnerships, and operating companies.</p><p>• Manage investment accounting processes to ensure accuracy and compliance.</p><p>• Handle cash management activities, including monitoring balances and optimizing fund utilization.</p><p>• Reconcile balance sheet accounts to ensure data consistency and accuracy.</p><p>• Develop and maintain budgets tailored to client needs and objectives.</p>
<p><strong>Tax Manager, Energy and Metals Merchant.</strong></p><p><br></p><p>Our client a physical trader of energy and metals is adding to their NA team based in NYC (just South of Grand Central). The Position is a broad role with a focus on Income tax provision and compliance. This role requires someone with strong attention to detail who can manage diverse tax processes, collaborate across departments, and provide strategic insights to support organizational goals.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage the preparation and validation of federal and state income tax returns, coordinating with external tax preparers and ensuring accurate consolidation of tax provisions.</p><p>• Oversee quarterly and annual estimated tax payments and determine filing requirements for new states.</p><p>• Supervise transfer pricing studies, document intercompany transactions, and ensure compliance with arm's length principles.</p><p>• Conduct tax research to assess the impact of new transactions and changes in tax laws.</p><p>• File sales tax returns, supervise property tax filings across various states, and ensure compliance with excise and commercial activity taxes.</p><p>• Act as a business partner, providing tax-related insights and support to departments such as treasury, HR, legal, and trading.</p><p>• Collaborate with global offices to align tax strategies and provide guidance on international reporting requirements.</p><p>• Perform additional tax-related duties as needed to support organizational objectives.</p>
<p><strong>Tax Manager - HNW / Partnerships.</strong></p><p><br></p><p>Our client a Wealth Administration firm based in Greenwich, CT is adding to their team. This role works closely with the Family Office Services and offers an exciting opportunity to lead and manage high-net-worth tax strategies, oversee partnership taxation, and ensure compliance with financial regulations. If you are an experienced and detail-oriented individual with a passion for delivering exceptional tax solutions, we want to hear from you.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee tax planning and compliance for high-net-worth individuals and partnerships.</p><p>• Provide expert guidance on complex tax strategies to optimize client outcomes.</p><p>• Lead the preparation and review of federal, state, and local tax returns.</p><p>• Ensure compliance with all relevant tax laws and regulations.</p><p>• Develop and implement effective tax policies and procedures.</p><p>• Collaborate with internal teams to address tax-related issues and provide recommendations.</p><p>• Mentor and support entry-level team members to build a strong, cohesive team.</p>
<p>We are seeking a detail-oriented <strong>Junior Staff Accountant</strong> to join our hotel finance team. The ideal candidate is comfortable working in a fast-paced environment and has experience with <strong>Jonas Software</strong>.</p><p><strong>Responsibilities:</strong></p><ul><li>Assist with accounts payable and accounts receivable processing, ensuring accuracy and timeliness.</li><li>Reconcile general ledger accounts and support month-end and year-end closing activities.</li><li>Prepare financial reports and assist with budgeting and forecasting.</li><li>Maintain accurate accounting records using <strong>Jonas Software</strong> and <strong>Microsoft Excel</strong>.</li><li>Support internal and external audits by providing organized documentation.</li></ul><p><br></p>
<p>Robert Half is partnering with a well-established healthcare organization in Rocklin, CA, to fill a Temporary Medical Scheduler position. If you’re a detail-oriented healthcare professional with strong organizational skills and a minimum of 1 year of scheduling experience in a medical setting, we encourage you to apply! This is an excellent opportunity to showcase your expertise while supporting a high-performing team.</p><p><br></p><p><strong>** For immediate consideration, apply and contact Julian Sanchez on LinkedIn **</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and schedule patient appointments, procedures, and follow-up visits with healthcare providers.</li><li>Manage multiple calendars, ensuring accuracy and timeliness of scheduling.</li><li>Serve as the primary contact for incoming scheduling requests via phone and email.</li><li>Verify insurance details and obtain necessary authorizations for appointments.</li><li>Maintain patient records and update information in scheduling systems to ensure data integrity.</li><li>Communicate effectively with patients, providers, and staff to resolve scheduling conflicts or inquiries.</li><li>Provide exceptional customer service to patients with professionalism and empathy.</li></ul>
<p>Robert Half is partnering with a well-established healthcare organization in Rocklin, CA, to fill a Temporary Medical Scheduler position. If you’re a detail-oriented healthcare professional with strong organizational skills and a minimum of 1 year of scheduling experience in a medical setting, we encourage you to apply! This is an excellent opportunity to showcase your expertise while supporting a high-performing team.</p><p><br></p><p><strong>** For immediate consideration, apply and contact Julian Sanchez on LinkedIn **</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and schedule patient appointments, procedures, and follow-up visits with healthcare providers.</li><li>Manage multiple calendars, ensuring accuracy and timeliness of scheduling.</li><li>Serve as the primary contact for incoming scheduling requests via phone and email.</li><li>Verify insurance details and obtain necessary authorizations for appointments.</li><li>Maintain patient records and update information in scheduling systems to ensure data integrity.</li><li>Communicate effectively with patients, providers, and staff to resolve scheduling conflicts or inquiries.</li><li>Provide exceptional customer service to patients with professionalism and empathy.</li></ul><p><br></p>
<p>Our client is hiring a Cash Management Supervisor in Houston, Texas. The role involves supervising a large team and managing multi-state operations in a high-volume setting.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily operations of cash management, including transactions and cash flow</p><p>• Manage bank account balances and prepare relevant reports</p><p>• Implement cash management strategies in compliance with current policies and procedures</p><p>• Build and sustain relationships with banking institutions</p><p>• Manage the organization's bank accounts</p><p>• Collaborate with banks for the prompt resolution of any queries or issues</p><p>• Uphold compliance with internal controls, policies, procedures, and regulations relevant to cash management</p><p>• Monitor and handle accounting functions and accounts receivable</p><p>• Conduct auditing, bank account reconciliation, and cash flow forecasts</p><p>• Prepare and manage cash flow reports</p>
We are looking for a detail-oriented Financial Reporting Analyst to join our team in Sugar Land, Texas. This role is integral to ensuring the accuracy and compliance of financial reports, meeting regulatory requirements, and supporting organizational goals. The ideal candidate will thrive in a fast-paced environment, leveraging technical expertise to produce high-quality financial analyses and statements.<br><br>Responsibilities:<br>• Prepare and analyze monthly internal financial statements, including variance analyses, to ensure accurate reporting.<br>• Collaborate on the development of quarterly forecasts and annual budgets, aligning financial plans with organizational objectives.<br>• Act as a liaison with internal and external audit teams, addressing financial disclosure requests and ensuring compliance.<br>• Participate in month-end, quarter-end, and year-end accounting activities, including balance sheet reconciliations and drafting technical accounting documents.<br>• Compile and review consolidated financial statements, such as balance sheets, income statements, and cash flow statements, based on subsidiary data.<br>• Evaluate and enhance financial reporting processes, implementing automation and best practices to improve efficiency and accuracy.<br>• Maintain and update process documentation and policies to ensure the reliability and effectiveness of financial controls.<br>• Research and apply new accounting standards, drafting technical memos and conducting ad-hoc analyses as needed.<br>• Provide support for departmental initiatives and special projects, contributing to overall financial strategy.
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our dynamic team in Henderson, Nevada. In this role, you will play a key part in managing vendor relationships, processing invoices, and ensuring accurate financial transactions. This position is ideal for someone with a solid understanding of accounts payable processes and general accounting principles, who thrives in a collaborative and fast-paced environment.</p><p><br></p><p><strong>Invoice Processing & 2/3- Way Match: </strong></p><p>o Enter invoices into NetSuite with correct General Ledger classification and department allocations </p><p>o Perform a thorough 2/3 way match by reviewing and matching the Purchase Orders (PO’s), Invoice, and Receiving documents within NetSuite to ensure accuracy prior to initiating payment </p><p>o Investigate and resolve discrepancies related to mismatched quantities, pricing differences, or missing documents </p><p>o Collaborate with the respective departments to resolve outstanding matching issues </p><p><strong>• Vendor Credit Management: </strong></p><p>o Monitor and manage vendor credits to ensure they are properly tracked and applied </p><p>o Collaborate with vendors & internal departments to resolve disputes leading to credits, such as returns, overpayments, or negotiated discounts </p><p>o Maintain organized records of all vendor credit activities for monthly reconciliation purposes </p><p><strong>• Vendor Payments: </strong></p><p>o Monitor and manage application of prepayments to respective Vendors within NetSuite as necessary </p><p>o Monthly Vendor Statement Reconciliation. Collaborate with vendors as needed to resolve discrepancies noted. </p><p>o Monthly Vendor Prepayment Reconciliation to ensure we have absorbed all applicable prepayments as needed</p><p><strong>• Reporting and Reconciliation: 2 </strong></p><p>o Assist with daily, weekly, and monthly AP close tasks, including reconciliations of AP subledger to the General Ledger contributing to the overall financial reporting process. </p><p>o Creates and submits journal entries accurately as needed for the department. </p><p><strong>• Credit Card Transactions: </strong></p><p>o Reconcile and process credit card statements, ensuring all transactions are appropriately categorized and supported by receipts o Follow up with employees for missing documentation or clarification on charges </p><p>o Ensure all charges are entered timely within the period incurred </p><p>o Monthly credit card reconciliation </p><p><strong>• Communication and Collaboration:</strong> </p><p>o Respond promptly to vendor inquiries, regarding payments or account status </p><p>o Communicate effectively with internal departments to resolve issues and improve processes </p><p>o Collaborate with the Accounting team to support month-end and year-end closing activities </p><p><strong>• Special Projects and Flexibility: </strong></p><p>o Assigned areas and duties may change over time as we continue to grow. </p><p>o Flexibility to assist with other accounting tasks and projects as assigned, demonstrating adaptability and a willingness to support the finance team as needed.</p>
<p><strong>Financial Advisor</strong></p><p><em>San Francisco, On-stie </em></p><p><em>Up to $149,000 base + bonus + equity</em></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a nationally recognized, planning-first RIA to identify a <strong>Financial Advisor</strong> for their San Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is committed to helping clients, colleagues, and their broader community live richer, more purposeful lives.</p><p> </p><p><strong>Role Overview</strong></p><p>The Advisor will serve as a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you’ll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering exceptional outcomes.</p><p> </p><p><strong>Key Qualifications</strong></p><ul><li>4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients.</li><li><strong>CFP® designation required.</strong></li><li>Strong ability to manage multiple client relationships while maintaining organizational excellence across teams.</li><li>Exceptional communication and relationship-building skills.</li></ul><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as primary contact for client communications and relationship management.</li><li>Review portfolios and deliver tailored investment recommendations.</li><li>Prepare comprehensive meeting materials, including cash flow and asset allocation analyses.</li><li>Conduct advanced financial modeling, including tax-loss harvesting, equity compensation, and wealth transfer strategies.</li></ul>
<p>Are you a talented <strong>Backend Developer</strong> looking to design, build, and maintain the foundation of cutting-edge applications? Do you enjoy working behind the scenes to ensure systems are reliable, scalable, and secure? If so, we want to hear from you!</p><p>Robert Half is partnering with an innovative organization to find an experienced Backend Developer who thrives in creating efficient and well-structured backend systems. This is a fantastic opportunity to work with modern technologies, collaborate in a dynamic team, and contribute to the development of impactful software solutions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design, develop, and maintain server-side applications, APIs, and databases using programming languages such as <strong>Python, Java, Ruby, PHP, Go, or similar</strong>.</li><li>Collaborate with frontend developers to integrate user-facing elements with server-side logic.</li><li>Build robust systems to process, store, and retrieve data efficiently.</li><li>Optimize application performance, troubleshoot issues, and debug production-level code.</li><li>Ensure system security by implementing proper authentication, authorization, and data protection mechanisms.</li><li>Work with cloud platforms (e.g., <strong>AWS, Azure, GCP</strong>) to deploy and manage applications.</li><li>Conduct code reviews and contribute to continuous code improvement and best practices.</li><li>Monitor and maintain system health, including uptime, performance, and reliability.</li><li>Stay updated on emerging technologies and recommend their adoption to improve backend systems.</li></ul><p><br></p>
<p>Precision meets productivity. A fast-paced company in San Marcos is looking for a Data Entry Specialist who can keep their systems sharp and their records spotless. If you love working behind the scenes, thrive on accuracy, and enjoy turning chaos into order, this role is for you.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Enter and update data into internal systems with speed and accuracy.</li><li>Review documents for completeness and correct errors in data entries.</li><li>Maintain organized digital and physical filing systems.</li><li>Assist with reporting and administrative tasks as needed.</li><li>Collaborate with other departments to ensure data consistency.</li></ul>
<p>Step into a role where people and process meet. A thriving company in Carlsbad is looking for an HR Assistant who’s ready to be the heartbeat of the HR department. If you’re organized, proactive, and passionate about supporting a positive workplace culture, this is your chance to grow in a collaborative and fast-paced environment.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Assist with onboarding, offboarding, and employee file maintenance.</li><li>Coordinate interviews, schedule meetings, and support recruitment efforts.</li><li>Help manage HR documentation, compliance tracking, and internal communications.</li><li>Support benefits administration and respond to employee inquiries.</li><li>Maintain HR databases and generate reports as needed.</li></ul>
<p>About the Company</p><p>Our client, a respected wealth management company, is seeking a professional and reliable Part-Time Front Desk Receptionist to support their office operations. This role is ideal for someone with excellent communication skills and a polished, client-facing demeanor who enjoys creating a welcoming experience while managing front desk responsibilities.</p><p>Key Responsibilities</p><ul><li><strong>Reception & Client Service:</strong> Greet clients and visitors warmly, ensuring a professional and welcoming experience.</li><li><strong>Call Management:</strong> Answer, screen, and direct phone calls in a courteous and efficient manner.</li><li><strong>Scheduling Support:</strong> Assist with coordinating client appointments and managing conference room bookings.</li><li><strong>Administrative Tasks:</strong> Handle incoming/outgoing mail, prepare basic correspondence, and support office staff with light administrative duties.</li><li><strong>Office Organization:</strong> Maintain a tidy and professional reception area and order office supplies as needed.</li><li><strong>Confidentiality:</strong> Handle sensitive information with discretion in accordance with company and industry standards.</li></ul><p><br></p>
<p>About the Company</p><p>Our client, a well-established wealth management firm, is seeking a professional and organized Front Desk Administrator to serve as the first point of contact for clients and visitors. This role requires strong communication skills, a client-focused demeanor, and the ability to manage both administrative and front-office responsibilities in a fast-paced, professional environment.</p><p>Key Responsibilities</p><ul><li><strong>Client Reception:</strong> Greet clients and visitors with professionalism, ensuring a welcoming and client-focused experience.</li><li><strong>Front Desk Management:</strong> Answer and route phone calls, manage incoming/outgoing mail, and maintain a polished and organized reception area.</li><li><strong>Scheduling & Coordination:</strong> Assist with managing calendars, scheduling client meetings, and coordinating conference room bookings.</li><li><strong>Administrative Support:</strong> Provide general administrative assistance to advisors and office staff, including preparing documents, processing forms, and updating client files.</li><li><strong>Meeting Preparation:</strong> Support client meetings by preparing agendas, printing materials, and setting up meeting spaces.</li><li><strong>Recordkeeping:</strong> Maintain accurate logs, update databases and CRM systems, and ensure client information is current and secure.</li><li><strong>Office Operations:</strong> Order office supplies, coordinate vendor services, and assist with special projects as needed.</li><li><strong>Confidentiality & Compliance:</strong> Handle sensitive financial information with discretion, ensuring compliance with industry regulations and company policies.</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p>Our client, a reputable and growing wealth management firm, is seeking a detail-oriented and proactive Administrative Assistant to support their team of financial advisors and operations staff. This role is integral in ensuring the smooth functioning of the office, providing excellent client service, and supporting daily business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Administrative Support:</strong> Manage calendars, schedule meetings, coordinate travel arrangements, and prepare correspondence, reports, and presentations.</li><li><strong>Client Interaction:</strong> Serve as the first point of contact for clients, handling phone calls, emails, and in-person visits with professionalism and discretion.</li><li><strong>Document Management:</strong> Assist with preparing and processing client documentation, account forms, and financial reports while maintaining compliance with company policies and industry regulations.</li><li><strong>Data Entry & Recordkeeping:</strong> Update CRM systems, maintain accurate client files, and ensure records are current and compliant.</li><li><strong>Meeting Preparation:</strong> Coordinate client meetings, prepare materials, and follow up on action items to ensure seamless client service delivery.</li><li><strong>Office Coordination:</strong> Order supplies, manage mail distribution, and assist with general office operations as needed.</li><li><strong>Special Projects:</strong> Support financial advisors and leadership team with ad hoc projects, research, and reporting.</li></ul><p><br></p>
<p>Are you a skilled Network Administrator with a passion for building, maintaining, and troubleshooting networks that deliver seamless connectivity? Do you have hands-on experience with <strong>Juniper Networks</strong> and/or <strong>Cisco Meraki</strong> technologies? If so, we have a great opportunity for you! Robert Half is partnering with a leading organization to find a talented <strong>Network Administrator</strong> who can ensure their network infrastructure runs smoothly, securely, and efficiently. This is a fantastic opportunity to work with cutting-edge technologies while supporting a collaborative IT team.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design, implement, and maintain network infrastructure, with a focus on <strong>Juniper</strong> and/or <strong>Cisco Meraki</strong> systems.</li><li>Monitor daily network operations, ensuring consistent availability and performance.</li><li>Perform regular updates, backups, and patches to maintain optimal system functionality and security.</li><li>Troubleshoot and resolve network issues, often in coordination with vendors or other team members.</li><li>Configure and manage network devices including routers, switches, firewalls, and wireless access points.</li><li>Support network security efforts by implementing best practices, addressing vulnerabilities, and monitoring for potential threats.</li><li>Collaborate with cross-functional IT teams to develop and execute network improvement plans and solutions.</li><li>Document network configurations, policies, and procedures for future reference and operational clarity.</li></ul>
<p>We are looking for a highly organized and detail-oriented Executive Assistant to support the company President in Lynnwood, Washington. This role requires exceptional attention to detail, confidentiality, and the ability to manage a wide range of responsibilities, including administrative tasks, strategic planning, and travel coordination. The ideal candidate will thrive in a fast-paced environment and possess strong interpersonal skills to build effective relationships both inside and outside the organization.</p><p><br></p><p>Responsibilities:</p><p>• Represent the company President with a high level of attention to detail when interacting with clients, responding to inquiries, and coordinating company events.</p><p>• Build and maintain effective relationships with corporate staff, their executive assistants, and key customer executives.</p><p>• Proactively follow up on tasks assigned by the President to ensure timely completion and progress tracking.</p><p>• Organize and coordinate staff meetings, off-site events, and organizational activities with minimal supervision.</p><p>• Manage complex domestic and international travel arrangements for executives, including itineraries, accommodations, and handling disruptions.</p><p>• Oversee the President’s personal schedule using Microsoft Outlook, ensuring meetings are properly arranged and time is allocated for essential tasks.</p><p>• Prepare and submit expense reports for the President, ensuring accuracy and timely submission.</p><p>• Maintain confidentiality and integrity when handling sensitive company information.</p><p>• Attend staff meetings to capture and track action items, following up with responsible parties to ensure completion.</p><p>• Assist in the planning and execution of company events and strategic initiatives.</p><p><br></p><p>The salary range for this position is $118,000 to $155,000 + bonus.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>401k + employer contribution</p><p>15 days PTO/Sick time combined</p><p>12 paid holidays + week between Christmas and New Years</p><p><br></p>
<p>Our client, in an exciting industry, is in need for a Financial Analyst to join their team on a long contract basis! Though it would be at least 6 months long, the role has potential to go permanent after that timeframe for the right match, and also may continue extending. This is a long-term contract position that offers the opportunity to apply your expertise in financial management to high-impact projects and programs. If you excel in problem-solving, have a growth mindset, and thrive in a collaborative environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and support financial controls for portfolios governed by earned-value management principles.</p><p>• Independently manage and analyze resource forecasts and Estimates at Completion (EACs) for budgets, control accounts, and programs.</p><p>• Develop, review, and present performance reports to senior management, offering insights into financial and operational outcomes.</p><p>• Conduct variance analyses to evaluate financial performance and provide actionable recommendations to improve results.</p><p>• Lead the creation of cost and schedule performance measurement baselines, including earned value and variance analyses.</p><p>• Provide strategic financial guidance to senior management, leveraging extensive experience to improve profitability and shareholder value.</p><p>• Analyze and present business cases using appropriate indices to drive decision-making and optimize financial outcomes.</p><p>• Collaborate on defining requirements and deploying systems, tools, and processes to enhance business and resource planning capabilities.</p>
Cindy Bradley is recruiting for this GLOBAL Services company ! Seeking Senior Tax Accountant For their North American division to join our dynamic and fast-growing organization. In this key role, you will oversee state and local tax compliance and planning across multiple jurisdictions, MUST have Complex Tax Provisions experience. Will work closely with outside CPA firm. You will also identify and implement tax standards in alignment with the company’s global tax strategy to optimize our tax position. If you thrive in a fast-paced environment and are passionate about tax strategy, compliance, and process improvement. <br> Key Responsibilities Tax Provision Process: Manage the ASC 740 tax provision process, including preparation, model updates, and collaboration with accounting teams and external advisors. MUST have prepared complex 4th QTR tax provisions Tax Compliance: Work with external tax advisors to prepare and review federal, state, and local tax returns, as well as estimate tax extension payments (Income, Sales & Use Tax, GST, property tax, etc.). Business Transactions Guidance: Provide tax guidance on business transactions, including mergers, acquisitions, and restructurings, and support M& A integration efforts. Audit Management: Handle state and local tax audits and inquiries, negotiating with tax authorities to resolve issues or disputes. Tax Process Improvements: Drive initiatives to modernize and improve tax processes across operations. Scheduling and Coordination: Manage the tax calendar and liaise with key stakeholders to support tax operations effectively. Tax Analysis Support: Collaborate with accounting and business units to gather data for Effective Tax Rate analyses. Tax Law Research: Monitor and research changes in state and local tax laws that may impact the organization. General Ledger Reconciliation: Perform reconciliations of tax-related accounts, ensuring accuracy and resolving discrepancies. Special Tax Projects: Participate in and support various tax-related projects as required. Required Skills and Knowledge Education: Bachelor’s degree in Accounting, Taxation, or a related field. Minimum of 5+ years of experience, ideally seeking prior public accounting plus industry experience . Experience in public accounting and multinational corporate environments, with exposure to the detail oriented services industry. Comprehensive experience preparing complex Q4 federal tax provisions. Proven experience preparing annual multi-state tax filings and ensuring compliance across varied state tax regulations. Advanced proficiency in Excel, including creating and maintaining tax calculation models. <br> Certified Public Accountant (CPA) designation or Master’s degree in Accounting or Taxation. Experience working with international global corporations, providing exposure to cross-border taxation dynamics. This is an exciting opportunity for a senior tax detail oriented to take the lead in a pivotal role within a growing organization. If you have the drive and expertise to ensure tax compliance and contribute to strategic initiatives, apply today! Immediate interviews! Reach out to CIndy for more details: [email protected]
<p>An outstanding company that we are partnering with in the healthcare industry in Encinitas, CA is looking for a Billing Coordinator who can bring accuracy, empathy, and efficiency to their patient billing operations. This role is perfect for someone who understands the importance of clear communication and timely billing in a healthcare setting.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Prepare and submit patient billing statements and insurance claims.</li><li>Verify insurance coverage and ensure proper coding of services.</li><li>Follow up on unpaid claims and patient balances.</li><li>Maintain billing records and assist with reporting and audits.</li><li>Communicate with patients and insurance providers to resolve billing inquiries.</li></ul>
<p>A growing client of ours, a global manufacturer, is hiring an FP& A Manager to join their team in Columbia, SC. This is an on-site position that allows for collaboration with key leaders of the organization. </p><p><br></p><p><strong><u>Essential Responsibilities:</u> </strong></p><p>• Work closely with the leadership team to formulate the business's short and long-term financial and strategic plan.</p><p>• Delivery of competitor analysis, market trends and associated commentary to the Leadership team</p><p>• Analyzing financial and operational results to better understand company performance, and work with operating team to implement solutions.</p><p>• Communicate to senior management the reasons behind the product/department performance and results, work with business to drive solutions.</p><p>• Provide detailed analysis and commentary on cost center results.</p><p>• Reviewing operations and recommending new productivity or cost-saving initiatives</p><p>• Preparing business cases to support new investment, strategic and other business decisions.</p><p>• Lead preparation of monthly financial results and Monthly Operating Review presentation, including recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations.</p><p><br></p>
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p>Our client in the hospitality and services industry in Carlsbad, CA is seeking an AP/AR Analyst to join their dynamic finance team. This role is ideal for someone who enjoys diving into the details, solving problems with precision, and supporting both accounts payable and receivable functions in a fast-paced, multi-departmental environment.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Support AP and AR supervisors with month-end close procedures and reconciliations.</li><li>Step in to cover AP and AR staff roles when needed, ensuring continuity and accuracy.</li><li>Analyze financial data and generate reports that support decision-making and compliance.</li><li>Identify and troubleshoot technical issues in accounting workflows and propose solutions.</li><li>Maintain and update accounting systems and databases with a high level of accuracy.</li><li>Collaborate with internal departments to ensure smooth financial operations.</li></ul><p><br></p>
