<p>Emerging services company seeks an Order Management Specialist with client facing experience. As the Order Management Specialist, you will create customer accounts, input orders, and provide order confirmations including the estimated time of shipment. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving.</p><p><br></p><p>What you get to do everyday:</p><ul><li>Set up new customer accounts within SAP.</li><li>Input and manage both new and existing orders in SAP.</li><li>Acknowledge receipt of purchase orders (POs) and provide order confirmations within 48 hours.</li><li>Collaborate with the purchasing team and utilize SAP functionality to identify product-specific lead times.</li><li>Communicate estimated shipping dates and send order confirmations to customers.</li><li>Prepare and issue Proforma Invoices for customers.</li><li>Check stock availability and communicate lead times as needed.</li><li>Cross-check part numbers to ensure accuracy on customer purchase orders.</li><li>Verify and confirm correct pricing details on customer purchase orders.</li></ul>
We are looking for an IT Support Technician to join our team in Bronx, New York. In this role, you will be responsible for delivering hands-on technical support, troubleshooting, and repair services for desktop systems in a corporate environment. This is a contract to permanent position, offering the opportunity to transition into a permanent role based on performance within 3-6 months.<br><br>Responsibilities:<br>• Provide on-site support for desktop systems, including diagnosing and resolving technical issues.<br>• Perform hardware repairs and software troubleshooting to ensure optimal workstation functionality.<br>• Utilize tools such as Active Directory to manage user accounts and permissions effectively.<br>• Assist with Office 365 applications, ensuring smooth operation and addressing any user challenges.<br>• Deliver excellent customer service while addressing IT concerns and resolving user requests.<br>• Support Mac systems alongside Windows 10 environments as required.<br>• Implement desktop imaging processes to prepare workstations for deployment.<br>• Work with proprietary technologies to meet organizational needs.<br>• Maintain accurate documentation of technical issues and resolutions.<br>• Collaborate with team members to ensure seamless IT support across the organization.
<p> A Front Desk Coordinator serves as the first point of contact for guests, clients, and employees, providing exceptional customer service and administrative support in a professional office environment. This role is key to ensuring the front office operates smoothly and efficiently, handling various tasks that create a welcoming and organized atmosphere.</p>
We are looking for an organized and approachable Receptionist to join our team on a contract basis in Tucson, Arizona. In this role, you will serve as the first point of contact, ensuring smooth communication and providing exceptional customer service to clients and visitors. This position requires attention to detail, excellent organizational skills, and the ability to multitask effectively.<br><br>Responsibilities:<br>• Manage a multi-line phone system, ensuring all calls are answered promptly and routed appropriately.<br>• Greet visitors and clients with a friendly and welcoming attitude, addressing their needs or directing them to the appropriate personnel.<br>• Maintain accurate records by performing data entry tasks and updating information as required.<br>• Coordinate and schedule appointments, ensuring efficient use of time and resources.<br>• Handle email correspondence, responding promptly and courteously to inquiries.<br>• Organize and maintain files, ensuring documents are easily accessible and up-to-date.<br>• Assist with administrative tasks to support the operations team as needed.<br>• Utilize Microsoft Outlook for scheduling, communication, and task management.<br>• Foster a positive and collaborative environment through effective interpersonal communication.<br>• Ensure the reception area remains tidy and presentable at all times.
We are looking for a detail-oriented Billing Analyst to join our team in Des Plaines, Illinois. In this Contract to permanent position, you will manage and oversee billing processes, ensuring accuracy and compliance with contractual agreements. The ideal candidate will excel at maintaining organized records, resolving discrepancies, and collaborating with internal and external stakeholders.<br><br>Responsibilities:<br>• Process and upload invoices, supporting files, and billing documents into vendor portals in accordance with established contracts.<br>• Monitor vendor portal statuses to ensure timely approval and payment of invoices.<br>• Investigate and resolve billing issues such as discrepancies, rejections, and short payments.<br>• Reconcile data between internal systems and vendor portals to ensure accurate billing.<br>• Track payment schedules and follow up on overdue or pending invoices to ensure timely resolution.<br>• Maintain comprehensive billing records for compliance and audit purposes.<br>• Communicate effectively with vendors, customers, and internal teams to address billing concerns and requirements.<br>• Verify adherence to contract terms, pricing structures, and billing policies.<br>• Generate detailed billing reports and analyze data to identify potential areas for improvement.
We are looking for a dedicated Help Desk Analyst to join our team in Princeton, New Jersey. In this role, you will provide essential technical support to ensure smooth operations and assist users with their IT needs. This is a great opportunity to work in a collaborative environment while gaining hands-on experience with diverse technologies.<br><br>Responsibilities:<br>• Diagnose and troubleshoot hardware, software, and network-related issues to ensure prompt resolution.<br>• Escalate complex technical problems to higher-level support teams or system administrators when necessary.<br>• Configure and set up workstations, printers, and mobile devices for end-users.<br>• Manage user accounts, permissions, and access using tools such as Active Directory and Microsoft 365.<br>• Maintain detailed documentation of issues, solutions, and updates within the ticketing system.<br>• Assist with the inventory management of IT equipment and participate in system updates and rollouts.<br>• Provide exceptional customer service and communicate effectively with users to address their technical concerns.
<p>Robert Half client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today!</p>
Robert Half is seeking an Accounts Payable (A/P) Clerk to join a team of highly skilled professionals in a stimulating work environment. The candidate in this role will work closely with and report to the Accounting Manager. Other responsibilities include attending to the general administrative needs of the AP/Finance Department,. Matching and batching code, resolving A/P issues, processing expense reports, updating and reconciling sub-ledger to G/L and processing checks are integral functions for this position. Are you looking for a position that offers quick career growth? Contact us today to find out how you can scale the career leader on a flourishing team. Located in Ann Arbor, Michigan, the Accounts Payable Clerk will be a position.<br><br>What you get to do every single day<br><br>- Manage customer service tasks for internal business partners<br><br>- Help with internal and external audits as required<br><br>- Execute daily processes and controls accurately and in a timely manner; ensuring compliance with company policies<br><br>- Complete full-cycle A/P<br><br>- Handle administrative tasks for the AP/Finance Department<br><br>- Manage the process of verifying, logging, and mailing checks, including expediting special handling<br><br>- Handle daily department mail by opening, sorting, and distributing it<br><br>- Perform special projects as assigned<br><br>- Ensure invoices, checks, and other documents are properly sorted, logged, scanned, and filed
<p><strong>Position Purpose</strong></p><p>We are looking for a proactive and personable Accounts Receivable Specialist to join our clients team for a temporary role. In this role you would be supporting student billing, collections, and auxiliary revenue processing while providing responsive customer service to students, families, and campus partners. </p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Student Billing & Collections</strong></p><ul><li>Assist with initial student billing, including housing and dining, in coordination with campus departments.</li><li>Support students with payment plans, financing options, refunds, and account adjustments.</li><li>Monitor student accounts for past-due balances, process late fees and holds, and follow up with students and families as needed.</li><li>Respond to billing questions via phone, email, mail, or in person; escalate issues when appropriate.</li><li>Process health insurance billing and waivers.</li><li>Record payments from federal, state, and private loans, scholarships, and ROTC programs.</li><li>Prepare weekly revenue reports for the Controller’s Office.</li><li>Follow established policies and assist with process improvements.</li><li>Work with the Bookstore and campus departments to ensure payments are accurately recorded.</li><li>Process credit card, cash, and other receipts in the accounting system.</li><li>Collect and record rent revenue.</li></ul>
<p>Key Responsibilities:</p><ul><li>Greet and assist patients, visitors, and staff with a high level of courtesy and professionalism.</li><li>Accurately manage patient registration, check-in, and check-out processes using EPIC or equivalent EHR system.</li><li>Schedule, confirm, and modify patient appointments in compliance with office guidelines.</li><li>Verify and update patient insurance, demographics, and billing information.</li><li>Answer phones and respond to inquiries, redirect calls as needed, and relay messages promptly.</li><li>Collect co-pays and process payments accurately.</li><li>Handle confidential information in line with HIPAA regulations.</li><li>Monitor waiting room activity and maintain a comfortable, welcoming environment.</li><li>Support clinical and administrative staff with various office tasks as requested.</li><li>Address patient questions and concerns with empathy and resourcefulness, escalating complex issues as appropriate.</li></ul><p><br></p>
<p>We are offering a contract for a receptionist role based in Reston, Virginia. This role is integral to our operations, where the Receptionist will serve as the first point of contact for all our clients and visitors, ensuring a smooth flow of communication both internally and externally.</p><p>Responsibilities:</p><p>• Operate a multi-line phone system, directing calls and inquiries to the appropriate department or person.</p><p>• Provide excellent customer service, addressing client inquiries and issues promptly and professionally.</p><p>• Perform data entry tasks, updating and maintaining accurate records of client information.</p><p>• Handle email correspondence professionally and effectively, ensuring timely responses to all communications.</p><p>• Use interpersonal skills to create a welcoming and friendly environment for all visitors and staff.</p><p>• Utilize Microsoft Office Suite (Outlook, Word, and Excel) to efficiently handle administrative tasks.</p><p>• Organize and maintain files, ensuring easy accessibility and up-to-date records.</p><p>• Assist in maintaining the office environment, replenishing breakroom and office supplies as needed.</p><p><br></p>
<p>Key Responsibilities:</p><ul><li>Greet and assist patients, visitors, and staff with a high level of courtesy and professionalism.</li><li>Accurately manage patient registration, check-in, and check-out processes using EPIC or equivalent EHR system.</li><li>Schedule, confirm, and modify patient appointments in compliance with office guidelines.</li><li>Verify and update patient insurance, demographics, and billing information.</li><li>Answer phones and respond to inquiries, redirect calls as needed, and relay messages promptly.</li><li>Collect co-pays and process payments accurately.</li><li>Handle confidential information in line with HIPAA regulations.</li><li>Monitor waiting room activity and maintain a comfortable, welcoming environment.</li><li>Support clinical and administrative staff with various office tasks as requested.</li><li>Address patient questions and concerns with empathy and resourcefulness, escalating complex issues as appropriate.</li></ul><p><br></p>
We are looking for a meticulous and organized Data Entry Clerk to join our team in Indianapolis, Indiana. In this long-term contract position, you will play a vital role in ensuring accurate data processing and record management. The ideal candidate will thrive in a detail-oriented environment, demonstrating efficiency and independence in their work.<br><br>Responsibilities:<br>• Input and update data accurately into company systems, ensuring completeness and precision.<br>• Organize and maintain digital and physical files for easy access and retrieval.<br>• Process invoices and track package deliveries to support operational needs.<br>• Monitor and record volume metrics to assist with reporting and analysis.<br>• Respond to email inquiries professionally and promptly.<br>• Utilize Microsoft Excel and Word to create, edit, and manage documents.<br>• Perform routine calculations to verify data accuracy.<br>• Scan and digitize documents for secure storage.<br>• Ensure compliance with company standards for data handling and confidentiality.<br>• Provide excellent customer service by addressing inquiries and resolving issues efficiently.
<p>We are looking for a diligent and detail-oriented Bookkeeper to join our team in Tampa, Florida. This role is ideal for someone who excels in managing financial records, handling administrative tasks, and ensuring smooth day-to-day operations in a small office environment. If you thrive in a collaborative setting and enjoy working with accounting systems, this position is perfect for you.</p><p><br></p><p>Responsibilities:</p><p>• Process pay applications and ensure relevant documents are notarized accurately.</p><p>• Record accounts payable transactions and generate detailed reports for payment schedules.</p><p>• Prepare and issue checks while maintaining precise financial records.</p><p>• Collaborate with an external payroll service to input data into QuickBooks.</p><p>• Perform journal entries and reconcile bank and credit card statements.</p><p>• Handle monthly sales tax filings and ensure compliance with regulations.</p><p>• Manage administrative paperwork related to contracts with county and city entities.</p><p>• Create job cost reports, including payment summaries, overall project costs, and gross profit analysis.</p><p>• Oversee accounts receivable tasks such as invoicing, cash applications, and collections when necessary.</p><p>• Coordinate customer orders, billing, and freight logistics for smooth operations.</p><p><br></p><p>This is a permanent opportunity that will pay up to $28/hr. depending upon experience. Please apply to Jane Gearhart if interested! </p>
<p>Robert Half is looking for innovative Front Desk Coordinators for our local clients ongoing needs in the area! The Front Desk Coordinator will sit at the front desk and answer busy multi-line phones, check-in visitors and direct other walk-in traffic. Candidates who are successful in the Front Desk Coordinator contractual roles typically are proficient in Microsoft Office Suite skills and are comfortable updating and maintaining reports, tracking, and documenting detailed information, and entering information into company databases. The successful Front Office Coordinator will have experience with multi-line phones, and strong alphanumeric data entry and Microsoft Office Suite skills, including working with reports and mail merge. If you have outstanding customer service skills, excellent attention to detail, and are organized and motivated, then apply with Robert Half! </p>
We are looking for a detail-oriented Billing Clerk to join our team in Wadsworth, Ohio. This part-time position offers 30 to 37.5 hours per week and is structured as a Contract to permanent employment opportunity. The ideal candidate will have a strong background in billing processes, inventory management, and vendor relations, paired with excellent organizational and communication skills.<br><br>Responsibilities:<br>• Perform accurate and timely processing of billing activities, ensuring compliance with company policies.<br>• Manage inventory records and reconcile discrepancies to maintain data accuracy.<br>• Support inside sales operations by handling customer inquiries and processing orders.<br>• Coordinate vendor relationships, including tracking orders and resolving issues.<br>• Utilize Microsoft Excel to generate reports, analyze data, and maintain spreadsheets.<br>• Communicate effectively with team members and external stakeholders via email and phone.<br>• Maintain organized records of billing and inventory transactions.<br>• Collaborate with other departments to streamline workflows and improve efficiency.<br>• Use Microsoft Outlook to manage schedules and coordinate communications.<br>• Assist with additional administrative tasks as needed.
<p>We are currently seeking a <strong>Part-Time Receptionist</strong> to join our team at an activity center in Sarasota, FL. The <strong>Part-Time Receptionist</strong> will be responsible for providing a wide range of clerical and administrative support. As a <strong>Part-Time Receptionist</strong>, you will be the face of our center, playing a key role in ensuring a welcoming environment for guests and a smooth workflow for staff.</p><p><br></p><p><strong>Schedule:</strong> 7 Hours a Day / 3 times a Week</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Answer incoming telephone calls and route them appropriately</li><li>Greet and assist visitors upon arrival</li><li>Maintain calendars, schedule meetings, and set up appointments</li><li>Type and proofread documents, reports, and correspondence</li><li>Manage travel arrangements, including booking and itineraries</li><li>Track office expenses and staff attendance</li><li>Copy, fax, and file documents as needed</li><li>Coordinate facility and equipment maintenance</li><li>Manage office cleanliness and supply organization</li><li>Open and close the office as needed</li><li>Set up and take down events hosted at the activity center</li><li>Support senior-level executives and administrative staff</li></ul>
<p><strong><em>Kimberly Casey </em></strong>with Robert Half is seeking a <strong><em>Receptionist/Sales Support Coordinator</em></strong>. This opportunity is for a local manufacturing company in Springfield. We are seeking a receptionist professional that can serve as backup support to order management. Responsibilities include answering main line phones, directing calls, greet and assist visitors and provide support to sales customer service team. </p><p>This role is 100% in-office, M-F, 40 hours per week. Benefits include: 100% paid healthcare premiums for employee, 401K safe harbor employer match, annual bonus, PTO and more. This company offers career growth opportunities as well.</p>
We are looking for a highly organized and meticulous Senior Administrative Assistant to support property management operations in Cincinnati, Ohio. In this role, you will assist with tenant communications, contract preparation, and administrative tasks, ensuring seamless workflow and excellent customer service. This is a Contract to permanent position, offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Handle and respond to tenant inquiries, addressing issues like maintenance requests and urgent concerns.<br>• Prepare, review, and manage property-related contracts with accuracy and attention to detail.<br>• Use property management software to input payments, track payment statuses, and follow up with tenants on overdue or incorrect rent.<br>• Coordinate office supplies inventory to ensure the office remains fully stocked and operational.<br>• Process and manage staff hours, tenant invoices, expense reports, and check requests for approval.<br>• Record monthly meter readings for properties and prepare related documentation.<br>• Collaborate with the accounting department to ensure proper billing and payment procedures.<br>• Prioritize and manage multiple ongoing tasks, adapting quickly to urgent situations or shifting priorities.<br>• Maintain an organized and efficient office environment to support daily operations.
<p><strong>Office Manager</strong></p><p>We’re looking for a friendly, organized, and tech-savvy Office Manager to support daily operations and serve as a welcoming point of contact for our clients. The ideal candidate is a self-starter who provides excellent customer service and can confidently manage administrative and light financial tasks.</p><p><strong>Responsibilities</strong></p><ul><li>Answer general inquiry emails and return client calls/voicemails</li><li>Greet clients and handle basic receptionist duties</li><li>Schedule meetings and manage calendars</li><li>Handle accounts receivable: send invoices, record payments, and follow up on outstanding balances</li><li>Scan, organize, and maintain digital client files</li><li>Interact with clients in a warm, professional manner</li><li>Assist with general office tasks to keep operations running smoothly</li><li>Learn and use business software efficiently</li></ul><p><br></p>
We are looking for a detail-oriented General Office Clerk to join our team on a contract basis in West Des Moines, Iowa. In this role, you will handle various administrative tasks in a fast-paced environment, ensuring accuracy and efficiency in all processes. This position offers an opportunity to contribute to a dynamic finance consulting organization while honing your organizational and multitasking skills.<br><br>Responsibilities:<br>• Process a large volume of tasks efficiently while adhering to time-sensitive deadlines.<br>• Prioritize and manage work with urgency, responding effectively to high-priority situations.<br>• Take responsibility for meeting daily production goals and ensuring compliance with company standards.<br>• Monitor your work for accuracy and align with established regulations and guidelines.<br>• Maintain a proactive and positive attitude, readily accepting additional responsibilities as needed.<br>• Organize files and manage office records to ensure streamlined operations.<br>• Perform data entry tasks with precision, utilizing software tools such as Microsoft Excel, Word, and Outlook.<br>• Schedule appointments and coordinate shipping functions to support business operations.<br>• Scan and digitize documents for secure and efficient record-keeping.<br>• Deliver excellent customer service by addressing inquiries and supporting internal teams.
We are looking for an experienced Tax Preparer to join our team on a contract basis in Brockport, New York. In this role, you will focus on preparing accurate federal, state, and local tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and excellent communication skills to guide clients through the tax preparation process.<br><br>Responsibilities:<br>• Prepare and file federal, state, and local tax returns for individuals and businesses with precision.<br>• Review financial documents and data to ensure accuracy and compliance with tax laws.<br>• Utilize tax software such as Lacerte and Drake to streamline the preparation process.<br>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.<br>• Identify and apply allowable deductions and credits to minimize tax liabilities.<br>• Stay updated on current tax laws, regulations, and changes to provide accurate advice.<br>• Assist clients in effective tax planning strategies to optimize their financial outcomes.<br>• Ensure timely submission of tax returns to meet all deadlines.<br>• Provide attentive customer service to build and maintain client relationships.
Position: SENIOR DATA INTEGRATION ENGINEER - Architect the backbone of a Mobile-First Digital Experience<br>Location: REMOTE<br>Salary: UPTO $175K + BONUS + EXCEPTIONAL BENEFITS<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>A nationally recognized company with a long-standing legacy of success is launching a bold new digital initiative—and this is your opportunity to help build it from the ground up.<br>With full executive support and the resources of a Fortune 500 parent, this newly formed department is creating a mobile-first product from scratch. It’s a greenfield, 0-to-1 launch with the pace and creativity of a startup, but with the stability and funding already secured. The first MVP is nearing launch, and we’re assembling a team of 20 innovators to bring it to life.<br>We’re looking for a Senior Data Integration Engineer to lead the design and development of a scalable, secure, and high-performing data ecosystem. You’ll play a critical role in building a custom Customer Data Platform (CDP), integrating internal and external systems, and enabling real-time personalization, analytics, and enterprise-wide insights.<br>What You’ll Do<br> • Build and maintain scalable data pipelines using Python and cloud-native tools.<br> • Design and implement a robust CDP to unify customer data across platforms.<br> • Develop APIs and data workflows for real-time and batch integrations.<br> • Optimize data environments for performance, security, and reliability.<br> • Collaborate with cross-functional teams to define data requirements and integration strategies.<br> • Implement data governance and privacy practices to ensure compliance.<br> • Leverage CI/CD pipelines and automation to streamline deployment and maintenance.<br> • Document architecture, data flows, and integration patterns for scalability.<br>What You Bring<br> • 10+ years of experience with RESTful APIs, SQL, Python, or PowerShell.<br> • 5+ years working with cloud platforms (Azure, AWS, GCP) and cloud-native tools (ADF, Glue, dbt, Airflow).<br> • Proven experience building or integrating with CDPs (Segment, Salesforce CDP, Adobe Experience Platform, or custom solutions).<br> • Experience with data integration tools (Apache NiFi, Talend, Informatica).<br> • Familiarity with event-driven architectures, message queues (Kafka), and microservices.<br> • Strong understanding of data privacy, security, and governance.<br> • Bonus: Experience with Snowflake, BigQuery, Databricks, and Infrastructure as Code tools (Terraform, Pulumi, CloudFormation).<br><br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654 or mobile: 515-771-8142. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
We are looking for an experienced and motivated Business Office Manager to join our team in Santa Barbara, California. In this Contract to permanent position, you will play a critical role in managing administrative operations and ensuring financial processes run smoothly. This role offers the opportunity to contribute to the success of a dynamic automotive dealership while collaborating with multiple departments to enhance efficiency and customer satisfaction.<br><br>Responsibilities:<br>• Manage daily operations within the business office, ensuring smooth administrative workflows.<br>• Ensure compliance with local, state, and federal regulatory requirements impacting dealership operations.<br>• Oversee vehicle sales transactions, financing agreements, and leasing processes to maintain accuracy and efficiency.<br>• Reconcile financial accounts and generate monthly financial reports for review.<br>• Handle registration and titling procedures for vehicle sales.<br>• Coordinate tax-related documentation and ensure timely filings.<br>• Implement policies and procedures to optimize office efficiency and reduce costs.<br>• Provide training and mentorship to office staff to improve performance and adherence to procedures.<br>• Collaborate with sales, service, and parts teams to align business strategies and goals.<br>• Monitor and manage cash flow activities, including disbursements and receipts.
<p><em>The salary range for this position is $100,000-$110,000 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>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul><p><br></p>
