<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management 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>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Treasury Manager to join our client's team. In this role, you will oversee global treasury operations, ensuring compliance, managing cash flow, and driving strategic financial initiatives. This position offers an exciting opportunity for a critical thinker with strong corporate finance expertise to lead a team and contribute to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage global treasury operations, including cash flow forecasting and compliance adherence.</p><p>• Develop and implement strategies to optimize cash management and mitigate financial risks.</p><p>• Analyze and interpret complex loan agreements and financial requirements to ensure compliance with reporting standards.</p><p>• Provide guidance and oversight to a team of five remote treasury professionals, fostering collaboration and performance.</p><p>• Collaborate with cross-functional teams to support corporate finance initiatives and decision-making.</p><p>• Monitor and assess financial risks, recommending solutions to enhance financial stability and growth.</p><p>• Stay updated on industry trends and regulations to ensure treasury practices align with best standards.</p><p>• Prepare and present detailed financial reports to senior leadership, offering insights and recommendations.</p><p>• Oversee the implementation of new risk and compliance processes within the treasury function.</p><p>• Support strategic planning by providing financial analysis and insights related to cash flow and treasury operations.</p>
<p>We are looking for an experienced Audit Manager to join our client's team on a contract basis and oversee a range of audit engagements. This role offers a hybrid work environment, with occasional travel. The ideal candidate will bring expertise in managing audits and reviews across both corporate and not-for-profit organizations.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage multiple audit engagements, ensuring timely and accurate completion of all work.</p><p>• Develop and execute comprehensive audit plans tailored to client needs.</p><p>• Review and finalize audit workpapers and reports to ensure compliance with high-quality standards.</p><p>• Oversee a team of staff auditors, providing guidance and support throughout the audit process.</p><p>• Conduct audits and reviews for a mix of corporate and not-for-profit clients, including quarterly and annual financial reviews.</p><p>• Collaborate with clients to gather necessary documentation and address any audit-related inquiries.</p><p>• Stay updated on changes in the audit profession and implement best practices in engagements.</p><p>• Travel to client sites in New Jersey for audit planning and other onsite activities as needed.</p><p>• Ensure that all audit programs and checklists are followed accurately and efficiently.</p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a high-impact role at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change.</p><p><br></p><p>You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for stability, challenge, and the chance to grow with a team that truly values your ideas, this is it.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are offering an exciting opportunity for a Tax Manager in the public sector. The role is based in White Bear Lake, Minnesota, and involves working in a CPA firm with multiple locations. The primary focus will be on managing tax functions for privately held clients. <br><br>Responsibilities: <br>• Oversee the preparation and review of complex tax returns<br>• Manage corporate tax returns in adherence to federal and state regulations<br>• Coordinate the preparation and submission of federal tax returns<br>• Implement strategies to manage federal taxes effectively<br>• Work towards maintaining a balance between work duties and personal life<br>• Monitor and ensure low chargeable hours<br>• Facilitate growth within the team and firm<br>• Maintain regular communication with clients and provide excellent customer service<br>• Stay updated with tax laws and regulations to provide accurate advice to clients<br>• Work towards improving the quality of life within the team and firm.
<p>Our client, an established CPA firm in Aiken, South Carolina, is adding an experienced Tax professional to their team. The Tax Senior/Tax Manager will review tax preparation work by staff and will interact with clients. You will be joining a small boutique firm with a diverse clientele from various industries such as medical, real estate, and equestrian. The role involves tax management and customer relationship building, with opportunities for long-term career advancement.</p><p><br></p><p><strong><u>Responsibilities</u></strong>:</p><p>• Ensure accurate tax planning and preparation </p><p>• Review and correct tax returns, ensuring compliance and accuracy </p><p>• Manage payroll and 1099s, ensuring all tax aspects are covered</p><p>• Handle sales tax returns comprehensively</p><p>• Provide financial advice to clients, fostering trust and long-term relationships</p><p>• Use accounting software systems like Pro Series for efficient work output</p><p>• Conduct audits and monitor accounting functions to ensure best practices</p><p>• Oversee and ensure accurate annual income tax provision</p><p>• Manage federal income tax return processing and compliance</p><p>• Assist with entity formation, providing expert advice and guidance</p><p>• Be a key part of the team, contributing to a productive work environment.</p>
<p>We are looking for an experienced Audit Manager to join our team in Tulsa, Oklahoma. In this role, you will oversee assurance engagements, mentor audit staff, and ensure the quality and timeliness of audit deliverables. This is an excellent opportunity for a dedicated and detail-oriented individual seeking growth in a collaborative and client-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage assurance engagements, ensuring efficient coordination with clients and adherence to deadlines.</p><p>• Provide leadership and mentorship to Audit Staff and Seniors, fostering growth and teamwork.</p><p>• Perform detailed reviews of engagement workpapers to maintain accuracy and compliance.</p><p>• Conduct research on accounting standards to address unique or complex scenarios.</p><p>• Collaborate with Audit Seniors, Staff, and Partners to ensure timely completion of all projects.</p><p>• Ensure compliance with Sarbanes-Oxley testing requirements and other regulatory standards.</p><p>• Develop strategies to enhance audit processes and improve overall client satisfaction.</p><p>• Maintain strong communication with clients, addressing concerns and providing updates throughout the audit process.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>
We are offering an exciting opportunity for a Financial Analyst in the retail industry, located in Lewisville, Texas, United States. As a Financial Analyst, you will be involved in a wide range of financial operations including developing and maintaining financial models, creating dynamic dashboards, collaborating with various teams, conducting month-end activities, and performing detailed financial analysis. <br><br>Responsibilities<br>• Accurately develop and maintain financial models using advanced Excel techniques and PowerBI to aid in budgeting and strategic planning.<br>• Construct and manage dynamic dashboards and visualizations in PowerBI to provide real-time financial insights.<br>• Work in collaboration with cross-functional teams such as supply chain and operations to align financial data and objectives.<br>• Conduct month-end activities including the preparation of financial reports, variance analysis, and communicating the results to shareholders and senior management.<br>• Use budgeting software to assist in the preparation and management of budgets and forecasts, ensuring their accuracy and alignment with the organization's goals.<br>• Carry out detailed financial analysis to identify trends, risks, and opportunities, and present these findings to leadership.<br>• Conduct comprehensive financial analysis including variance analysis and profitability analysis.<br>• Continuously identify and implement improvements to enhance efficiency and effectiveness in financial processes.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a dedicated Financial Data Analyst to join our team on a long-term contract basis in Princeton, New Jersey. In this role, you will leverage your expertise in data analysis and visualization to support business operations and drive financial decision-making. This is an excellent opportunity to contribute to a dynamic manufacturing environment with a focus on enhancing data-driven strategies. This role is hybrid onsite (3 days a week) in Princeton, NJ. Advanced skills with Power BI are required.</p><p><br></p><p>Responsibilities:</p><p>• Design and develop Power BI dashboards to visualize key metrics and support business objectives.</p><p>• Conduct comprehensive data analysis to uncover insights and trends that drive strategic decisions.</p><p>• Map and document data requirements to ensure alignment with business needs.</p><p>• Create detailed and ad-hoc reports using advanced Excel techniques for financial planning and analysis.</p><p>• Perform profit and loss (P& L) analysis to evaluate financial performance and identify improvement areas.</p><p>• Support budgeting and forecasting processes by providing accurate and timely data.</p><p>• Manage headcount analysis and provide recommendations based on workforce trends.</p><p>• Collaborate with cross-functional teams to ensure data consistency and integrity.</p><p>• Monitor and report on financial trends to support long-term organizational goals.</p>
We are looking for a detail-oriented Treasury Analyst to join our team in Charlotte, North Carolina. In this role, you will play a vital part in managing treasury operations, accounts payable functions, and financial analytics to support organizational goals. The ideal candidate will possess strong analytical skills and a collaborative mindset to ensure efficient cash flow management and compliance with internal policies.<br><br>Responsibilities:<br>• Oversee daily treasury functions, including payment processing, cash flow management, and bank account administration.<br>• Conduct detailed analysis of interest expenses and facilitate debt draw requests.<br>• Manage accounts payable operations, ensuring efficient handling of invoices, vendor relationships, and payment workflows.<br>• Prepare financial reports related to debt, liquidity planning, and cash balance monitoring.<br>• Forecast cash requirements at fund and property levels on a daily, weekly, and monthly basis.<br>• Collaborate with team members to plan and prioritize upcoming payments.<br>• Maintain records of quarterly debt metrics for cross-departmental use.<br>• Streamline processes for shared services teams by documenting workflows and providing oversight.<br>• Ensure vendor compliance with insurance and regulatory requirements while managing invoice processing in Yardi.<br>• Establish and maintain strong banking and vendor relationships to enhance organizational partnerships.
<p>We are looking for an experienced Tax Manager to join our team in Franklin, Tennessee. This role offers the opportunity to lead and manage complex tax engagements while working with a diverse portfolio of clients. The ideal candidate will bring expertise in individual and entity tax matters and demonstrate strong leadership and analytical skills.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of individual and entity tax returns to ensure compliance with federal, state, and local regulations.</p><p>• Provide strategic tax planning and advisory services to high-net-worth individuals and businesses.</p><p>• Manage client relationships by addressing inquiries, offering solutions, and delivering high-quality service.</p><p>• Conduct research and analysis on complex tax issues, presenting findings and recommendations to clients.</p><p>• Utilize QuickBooks and other accounting software to streamline and maintain accurate financial records.</p><p>• Assist in entity formation processes, including tax implications and compliance requirements.</p><p>• Collaborate with internal teams to ensure timely and accurate completion of projects.</p><p>• Stay updated on changes in tax laws and regulations to provide informed guidance to clients.</p><p>• Train and mentor entry-level staff, fostering growth and knowledge-sharing.</p><p>• Participate in business development efforts by identifying opportunities to expand client services.</p><p><br></p><p>Qualified candidates contact Daniel Shomo</p>
<p>Our client in the Lower Fairfield, CT area has an opening for a Treasury Manager. The Treasury Manager will oversee critical treasury functions, including cash management, liquidity planning, and forecasting. This position offers a hybrid work arrangement, with three days a week on-site. Consulting and/or Consulting to Potential Full Time.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, ensuring optimal utilization of financial resources.</p><p>• Oversee liquidity planning and implement strategies to maintain adequate cash flow.</p><p>• Develop and maintain accurate cash forecasting models to support financial planning.</p><p>• Assist in preparing regulatory reports to ensure compliance with banking regulations.</p><p>• Collaborate with internal teams to address treasury-related needs and challenges.</p><p>• Utilize advanced Excel skills to analyze and present financial data effectively.</p><p>• Ensure adherence to industry best practices in treasury and cash management.</p><p>• Identify opportunities to improve processes and enhance operational efficiency.</p><p>• Provide insights and recommendations on liquidity risk management strategies.</p><p>• Support the Chief Accounting Officer with ad hoc treasury projects as required.</p><p><br></p><p>If you are interested in this opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Treasury Manager" </p>
<p>We are offering an exciting opportunity for an Accounts Receivable Supervisor in the healthcare industry, based in ODENTON, Maryland. This positions sits on site and will manage a small team while being hands on with your work. The primary function of this role is to oversee and manage the billing and coding, pre-certification, and credentialing processes. This role is also responsible for maintaining accurate patient records, collecting outstanding payments, and following up with insurance companies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage the process of obtaining authorization for pain management procedures from insurance companies.</p><p>• Supervise the billing and coding, pre-certification, and credentialing processes.</p><p>• Manage the collection of outstanding account payments and follow up with insurance companies and patient accounts.</p><p>• Maintain up-to-date knowledge of commonly-used concepts, practices, and procedures within the Medical Billing and Medical Insurance field.</p><p>• Ensure all tasks are completed simultaneously and independently with attention to detail and organization.</p><p>• Stay informed about various insurance companies and any relevant changes, keeping management updated.</p><p>• Work towards reducing aged A/R and analyze Explanation of Benefits (EOB’s) and Correspondence to identify zero pays and underpayments.</p><p>• Coordinate with healthcare insurance companies on outstanding medical claims and appeals.</p><p>• Maintain effective communication with the insurance verification team, billing department, and office support staff.</p><p>• Conduct collection actions and provide resolution for complex accounts, providing supporting documentation when necessary</p>
<p><strong>Duties</strong></p><ul><li>Directs maintenance of Accrual accounting system including accounts payable, payroll, and general ledger.</li><li>Supervise preparation of monthly and annual financial statements.</li><li>Direct and coordinate AR functions</li><li>Direct/Coordinate funding applications</li><li>Direct/coordinate third party reimbursement reports</li><li>Prepare annual budget</li><li>Monthly and annual cost analyses</li><li>Forecasting</li><li>Pro Formas as needed</li><li>Monthly and annual reports</li></ul><p><strong>Benefits</strong></p><ul><li>Medical/Dental/Vision</li><li>Retirement</li><li>401K</li></ul>
<p>An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. </p>
<p>We are looking for an entry-level AP professional to join our team on a contract-to-hire basis in Rockford, Illinois. In this role, you will contribute to essential accounting processes, including accounts payable and financial reconciliations. This position offers an excellent opportunity to develop your accounting expertise in a meticulous and organized environment.</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payable transactions, including invoice reviews and timely payments.</p><p>• Perform bank reconciliations to ensure financial accuracy and resolve discrepancies.</p><p>• Conduct account reconciliations to maintain the integrity of financial records.</p><p>• Assist with recording and verifying accounting entries in compliance with organizational standards.</p><p>• Collaborate with team members to support month-end and year-end closing activities.</p><p>• Monitor financial data for errors, ensuring consistent accuracy and reliability.</p><p>• Provide support for audits by preparing documentation and responding to inquiries.</p>
<p>We are looking for an experienced Tax Manager with a strong background in public accounting and corporate tax to join our client's team in Memphis, Tennessee. This role provides an exciting opportunity to manage complex tax operations, including federal and state audits, while contributing to the overall success of the organization. The ideal candidate will be detail-oriented, highly skilled in tax processes, and eager to work in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of corporate tax returns, ensuring compliance with federal and state regulations.</p><p>• Manage annual income tax provision processes and provide accurate reporting.</p><p>• Conduct audits and liaise with government agencies to resolve tax-related matters.</p><p>• Collaborate with the team to cross-train on various tax functions, enhancing departmental versatility.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax software for efficient tax preparation and compliance.</p><p>• Assist with entity formation and provide guidance on tax implications.</p><p>• Stay updated on federal tax laws and ensure the organization adheres to all requirements.</p><p>• Provide expertise in public accounting tax and audit processes, ensuring accuracy and efficiency.</p><p>• Support the development and implementation of strategies to optimize tax planning and minimize liabilities.</p><p>• Maintain thorough documentation of all tax-related activities and filings.</p>
We are looking for a skilled and motivated Tax Manager to join our team in Lubbock, Texas. This role offers a unique opportunity to contribute to a reputable CPA firm while paving the way for potential career advancement into a partner position. The ideal candidate will have expertise in corporate tax matters and a strong ability to manage and oversee tax-related processes.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns with precision and compliance.<br>• Manage annual income tax provisions to ensure accuracy and alignment with regulations.<br>• Utilize CCH ProSystem Fx and CCH Sales Tax software to streamline tax operations.<br>• Oversee entity formation processes and provide guidance on tax implications.<br>• Ensure compliance with federal, state, and local tax laws and regulations.<br>• Provide strategic tax planning and advice to clients to optimize their financial outcomes.<br>• Collaborate with team members to improve workflows and enhance efficiency.<br>• Train and mentor entry-level staff, fostering their growth and development.<br>• Develop and maintain strong client relationships to support business development.<br>• Stay updated on changes in tax legislation and industry standards to maintain expertise.
We are offering a position for a Financial Analyst in SUNBURY, Pennsylvania. The role is central to the financial management and reporting processes within our organization, with a focus on budgeting, financial reporting, and data analytics. This role entails working closely with various department heads and senior management, providing crucial insights into the financial health and direction of the company.<br><br>Responsibilities: <br><br>• Assist in the annual operating budget process by ensuring accurate and efficient processing of financial data<br>• Prepare financial reports for senior management using various tools and systems including ERP systems, budgeting software, and Microsoft products<br>• Undertake the documentation and evaluation of current financial processes, recommending improvements and efficiencies where necessary<br>• Handle data analytic reporting, providing detailed insights into company performance<br>• Participate in monthly income statement reviews with department heads, providing detailed analysis and feedback<br>• Communicate with vendors and internal associates to address queries and resolve issues <br>• Conduct reconciliation and auditing of company records, ensuring accuracy and completeness<br>• Investigate and analyze discrepancies in financial data, recommending resolutions and escalating issues as needed<br>• Assist with company projects as assigned, demonstrating flexibility and adaptability<br>• Develop reports for internal or external use as required, ensuring they accurately reflect company performance and projections<br>• Show initiative in identifying efficiencies in process flow, recommending improvements where necessary.
We are in search of a Sr. Financial Analyst to join our team, situated in Tustin, California, 92780, United States. In this role, you will undertake a variety of tasks including financial reporting, analysis, forecasting, and budgeting. Collaborating with multiple teams, you will provide valuable insights, forecasts, and actionable recommendations that steer our strategic decision-making process.<br><br>Responsibilities<br>• Carry out comprehensive financial analyses to back pivotal business decisions, inclusive of cost optimization, capital investments, and pricing strategies.<br>• Develop and sustain complex financial models that support strategic initiatives and operational decisions, with a focus on accuracy and scalability.<br>• Collaborate with various departments to set annual budgets, track performance, and analyze variances to ensure consistency in financial planning.<br>• Prepare and scrutinize monthly and quarterly financial reports to monitor company performance.<br>• Actively participate in ad-hoc financial analysis to address emerging business needs and opportunities.<br>• Utilize your skills in 'Business systems', 'Confluence', 'CRM', 'Crystal Reports', 'Data Mining Techniques', 'About Time', 'Accounting Functions', 'Auditing', 'Budget Processes', 'Capital Management' to enhance your performance in this role.
<p>Our client is looking to add a Tax and Accounting Manager to their small CPA firm. Busy seasons are 55 hours and Fridays off Memorial Day through Labor Day. Great firm that works primarily with small businesses doing all their taxes and accounting. Bachelors degree required. CPA or EA highly preferred. If you are interested, please reach out on LinkedIn @Jennifer Exsted.</p>
We are looking for a skilled Tax Manager to join our team in Memphis, Tennessee. This role focuses on preparing and reviewing complex tax returns while maintaining strong client relationships and ensuring high-quality service. The position provides excellent opportunities for growth and career advancement.<br><br>Responsibilities:<br>• Prepare federal and state income tax returns for complex entities and families, ensuring accuracy and compliance.<br>• Review federal and state income tax returns for individuals, businesses, and exempt organizations to maintain quality standards.<br>• Conduct thorough tax research using various tax research platforms to address client-specific needs.<br>• Expand and refine technical knowledge in tax laws and regulations to stay current in the field.<br>• Build and maintain strong relationships with new and existing clients while providing exceptional service.<br>• Manage workload effectively and balance multiple priorities to meet deadlines and expectations.<br>• Take ownership of assigned tasks and ensure timely completion with attention to detail.<br>• Assist with special projects and initiatives as required.<br>• Collaborate with team members to support a positive and productive work environment.
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.
