We are on the lookout for a Tax Manager in the detail oriented Services industry, located in Redlands, California. This role involves managing tax strategies and ensuring compliance with tax laws and regulations. The individual will be working in a public accounting firm setting.<br><br>Responsibilities:<br><br>• Manage and oversee all aspects of tax compliance, including preparing and reviewing tax returns.<br>• Provide innovative tax planning strategies and compliance expertise to clients.<br>• Maintain up-to-date knowledge of tax laws and regulations and ensure compliance within the organization.<br>• Develop and implement strategic tax planning for all necessary federal and state taxes.<br>• Manage members of the tax team as they prepare components of the company's US federal income tax return and state tax returns.<br>• Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc.<br>• Review tax returns and quarterly/yearly tax projections.<br>• Manage and coordinate tax audits.<br>• Maintain tax balances on general ledger.<br>• Prepare all tax papers on a regular basis and handle all information data requests.
<p><strong>Senior Tax Accountant - </strong><em>Direct-Hire Opportunity</em></p><p>Are you ready to bring your expertise to a growing and dynamic team? Our client is looking to hire a <strong>Senior Tax Accountant</strong> to play a pivotal role in expanding and improving their tax processes. Reporting directly to the Tax Manager, this position serves as a trusted partner, overseeing tax activities, mentoring a small team, and managing high-impact, cross-functional projects.</p><p> </p><p><strong>About the Role</strong></p><p>This is more than a traditional tax role—the <strong>Senior Tax Accountant</strong> will oversee compliance for federal, state, and local filings, support M& A efforts, and assist payroll tax compliance without direct hands-on payroll tasks. Ideal for a proactive professional ready to hit the ground running and drive process improvements in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide leadership for two Tax Accountants and act as an advisor to internal teams.</li><li>Ensure timely preparation for <strong>sales & use tax</strong>, <strong>property tax</strong>, payroll tax, and federal filings.</li><li>Collaborate with Payroll and M& A teams to address tax compliance in acquisitions and transitional support.</li><li>Build tax processes, ensure jurisdictional compliance, and support external consultants/auditors.</li><li>Influence system implementations (e.g., Avalara, Thomson Reuters) and process automation.</li></ul><p><strong>Why You Should Apply</strong></p><ul><li><strong>Impactful Work:</strong> Play a key role in growing the tax department and supporting high-level initiatives like M& A.</li><li><strong>Leadership Opportunity:</strong> Oversee a talented team while collaborating with cross-functional departments.</li><li><strong>Growth Potential:</strong> Gain exposure to process improvement and automation as the department scales.</li></ul><p> If you're ready for a role where your skills and expertise will make an immediate difference, apply now!</p>
Position Overview: Robert Half is seeking a highly skilled and experienced Wealth Management Tax Director to join our client’s organization. As a Tax Director specializing in wealth management, you will lead the development and execution of advanced tax strategies for high-net-worth individuals, families, and entities, ensuring compliance with relevant tax regulations while enhancing financial outcomes. You will function as a subject matter expert, providing leadership, mentorship, and strategic insights while collaborating with clients and internal teams to offer exceptional tax and wealth management services. Key Responsibilities: Tax Strategy Development and Implementation: Develop and execute comprehensive tax strategies for high-net-worth individuals and families, addressing complex financial, estate, and trust planning needs. Tax Compliance Oversight: Ensure accurate and timely preparation and filing of federal, state, and local tax returns while adhering to regulatory requirements. Client Relationship Management: Serve as a trusted advisor to clients, understanding their financial goals and proactively offering tailored tax solutions to enhance wealth preservation and transfer. Risk Management: Identify and mitigate tax-related risks, ensuring compliance with evolving tax codes and regulations while providing guidance on audits and disputes. Team Leadership: Manage and mentor a team of tax professionals, fostering knowledge sharing, skill development, and collaboration. Collaborative Planning: Partner with wealth advisors, financial planners, and legal professionals to deliver integrated and holistic financial strategies to clients. Market Insights: Stay up to date on industry trends, regulatory updates, and economic changes, translating insights into actionable recommendations for clients. Business Development: Cultivate relationships with prospects and referral partners to expand the firm’s client base and enhance brand visibility in wealth management.
<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice. The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at an Innovative Investment Firm. This role has tons of<strong> remote </strong>flexibility. </p><p> </p><p>They are hiring their first finance leader to build and oversee financial operations as it scales. The firm, which focuses on private equity-style investments, is preparing to launch its fourth fund this year, adding significant new capital under management. With strong growth ahead and a culture of collaboration, humility, and entrepreneurial spirit, this is an excellent opportunity for a strategic finance professional to grow with the team.</p><p> </p><p>In this role, you’ll establish and lead the finance function while stepping beyond traditional accounting into strategic finance. With mentorship from seasoned investors and a clear path to CFO, you’ll have direct impact on the firm’s success. The team values flexibility, family-friendly dynamics, and a low-ego environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage treasury: capital calls, distributions, cash flow, and investments.</li><li>Lead budgeting, forecasting, and cash flow projections.</li><li>Oversee outsourced accounting teams and monthly close.</li><li>Ensure accurate financial statements and quarterly fund reporting.</li><li>Partner with administrators, auditors, and tax teams.</li><li>Track investment performance and fund metrics.</li><li>Improve processes to scale finance operations.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>The Manufacturing Factory Assistant Controller will play a critical role in ensuring the accuracy and integrity of financial reporting. Assistant Controller is responsible for analyzing financial statements, supporting the month-end and year-end close processes, and ensuring compliance with both internal policies and external regulations. Assistant Controller will collaborate with various departments to gather necessary data, provide financial insights, and support audits and reviews. The role requires strong analytical skills, a deep understanding of accounting principles, and the ability to work effectively in a fast-paced, dynamic environment.</p><p><br></p><p>Job Responsibilities include and are not limited to:</p><p><br></p><p>Financial Duties</p><p>• Assist in the preparation of monthly financial reporting</p><p>• Prepare Journal entries for month end closing</p><p>• ICO accruals and cash settlement</p><p>• Reconcile balance sheet accounts</p><p>• Payroll and payroll accounting experience</p><p>• AP/AR controls and review responsibility</p><p>• 1099 preparation Inventory</p><p>• Assist with yearend inventory count and GL adjustments as required</p><p>• Work with operation to clear any inventory issues</p><p>Banking </p><p>• Approve ACH and wire activity</p><p>• Reconcile monthly bank statements</p><p>Forecast/Budgets </p><p>• Provide input in the preparation of forecasts and budgets as required</p><p>Analysis</p><p>• Review financials P& L and Balance Sheet for appropriateness</p><p>Tax</p><p>• Prepare sales tax for filings and payments</p><p>• Assist with business tax filing</p><p>• Tax research as required</p><p>Fixed Asset</p><p>• Ensure fixed assets are appropriately recorded and depreciated</p><p>• Prepare entries for depreciation</p><p>• Maintain accurate registers that tie monthly to the financial statements Month end</p><p><br></p><p><br></p><p>contact Sandi Nush 302-985-5234</p>
<p>We are looking for a dedicated Full Charge Bookkeeper to oversee the financial operations of our firm in Basking Ridge, New Jersey. This role involves managing a wide range of accounting functions, including financial reporting, general ledger maintenance, and cash flow management. The ideal candidate will demonstrate exceptional organizational skills and attention to detail, ensuring the accuracy and integrity of all financial data.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and reconcile general ledger accounts across multiple entities and properties to ensure accuracy in financial records.</p><p>• Prepare comprehensive financial statements on a monthly, quarterly, and annual basis.</p><p>• Manage accounts payable and receivable processes, including vendor payments and tenant billing, while collaborating with external accounting services.</p><p>• Perform bank reconciliations and monitor cash flow to support effective financial planning.</p><p>• Oversee payroll processing and ensure all related tax filings are completed accurately and on time.</p><p>• Coordinate with external CPAs to facilitate tax preparation and audits.</p><p>• Track capital contributions, distributions, and investor allocations with precision.</p><p>• Support budgeting, forecasting, and financial analysis to assist in strategic decision-making.</p><p>• Ensure compliance with organizational and internal financial policies.</p><p>• Organize and maintain thorough records for all financial transactions and documentation.</p>
<p>Our client is a small CPA firm that is seeking a Tax Staff - Public to join our team, based near Bloomington, Minnesota,. In this role, you will have the opportunity to work closely with partners and clients in the public accounting sector, with a focus on tax consultation. This role will involve coordinating and implementing client service plans, proofing products, reviewing presentations, and presenting completed projects.</p><p><br></p><p>Responsibilities:</p><p>• Engage in direct communication with partners and clients</p><p>• Take responsibility for a designated group of clients, ensuring their needs are met</p><p>• Coordinate and implement client service plans to provide high-quality service</p><p>• Review and proof products and presentations to ensure accuracy and completeness</p><p>• Present completed projects to clients or partners, providing clear and concise explanations</p><p>• Develop proficiency in tax consultation through continuous learning and application</p><p>• Utilize accounting software systems to manage and process client information</p><p>• Ensure compliance with tax laws and regulations in all client interactions</p><p>• Prepare and analyze financial statements and corporate income tax documents</p><p>• Use organizational skills to manage multiple client accounts and projects simultaneously.</p>
<p>We are currently seeking a Portfolio Planning Associate, this role is based in Cincinnati, Ohio, United States. As a Portfolio Planning Associate you will play a crucial role in engaging with clients, developing financial plans, and collaborating with team members. This is an exciting opportunity for someone looking to make a substantial impact in the financial industry.</p><p><br></p><p>Responsibilities:</p><p>• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.</p><p>• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.</p><p>• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.</p><p>• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.</p><p>• Proactive collaboration with team members to maintain a positive, productive team environment.</p>
<p>Are you an accounting professional with at least 2 years of <strong>property accounting</strong> experience, a keen eye for detail, and a passion for supporting teams in dynamic environments? We’re looking for a talented and dedicated <strong>Property Accountant</strong> to play a vital role in maintaining financial accuracy, ensuring tax compliance, and supporting ongoing financial operations across our diverse portfolio of residential properties. In this role, you’ll be a key contributor to the financial health of the organization, working closely with property managers, the accounting team, and leadership. If you’re skilled in GAAP principles, process improvement, and enjoy collaborative environments, this position offers a fantastic opportunity to grow your career in property accounting. My client is a family-owned business with an existing portfolio of residential and commercial properties as well as several in development. This is a great opportunity to join a smaller organization where most employees have been for 10+ years and have opportunities to get involved in and learn multiple areas of accounting. This is an on-site position with core hours being 9-5.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and/or review <strong>bank reconciliations</strong>, ensuring accuracy and timeliness.</li><li>Generate <strong>monthly GAAP financial statement packages</strong> for managed property portfolios.</li><li>Prepare <strong>account reconciliation schedules</strong> and supporting documentation, including roll-forwards and detailed analysis of balance sheet accounts (A/R, prepaids, fixed assets, accrued liabilities, etc.).</li><li>Complete <strong>month-end GL property close</strong> by collaborating with A/P and A/R teams to ensure income and expenses are properly classified.</li><li>Manage <strong>quarter-end accruals</strong> and GL reconciliations for assigned property portfolios.</li><li>Collaborate with property managers to support <strong>budgeting, planning/forecasting</strong>, and variance analysis throughout the year.</li><li>Assist in the year-end GL close and work with external partners to complete annual financial audits and tax return preparation.</li><li>Coordinate the preparation of year-end workpapers and assist outside accountants with audit filings.</li><li>Partner with the Controller to ensure compliance with HUD, investor, and federal/state regulations, including tax filings.</li><li>Develop a deep understanding of all accounting processes for managed properties and lead efforts for continuous process improvements.</li></ul><p><br></p><p><br></p>
<p>We are looking for a highly skilled Tax Manager to lead the development and implementation of strategic tax technology solutions. This role involves collaborating with cross-functional teams to enhance tax processes, ensure compliance, and optimize the use of advanced tools in managing tax operations. The ideal candidate will have a strong background in tax technology and a proven track record in driving efficiency and innovation.</p><p><br></p><p>Responsibilities:</p><p>• Design and execute a comprehensive tax technology strategy to streamline compliance, reporting, data analytics, and process management.</p><p>• Serve as the primary tax representative on cross-functional project teams, ensuring tax requirements are met during technology implementations.</p><p>• Collaborate with IT and other departments to define functional requirements, review technical designs, and oversee application testing, deployment, and maintenance.</p><p>• Lead tax technology projects using recognized project management methodologies to ensure successful outcomes.</p><p>• Establish and maintain robust internal controls for all tax technology applications, ensuring compliance with Sarbanes-Oxley Section 404.</p><p>• Manage user access, perform system updates, and provide technical support for tax technology applications.</p><p>• Stay informed about emerging tax technology trends and refine strategies to achieve optimal performance.</p><p>• Develop detailed process documentation, deliver end-user training, and create policies for efficient technology use.</p><p>• Oversee relationships with vendors and consultants to ensure effective implementation and support of tax applications.</p><p>• Provide training to tax team members on software tools and process enhancements. </p><p><br></p>
<p>Robert Half is the global leader in specialized staffing for accounting and finance professionals. We are currently seeking an experienced Full-Charge Bookkeeper for a client in San Diego, CA. This role is perfect for a detail-oriented professional with extensive bookkeeping expertise and the ability to manage complex accounting activities.</p><p><br></p><p>The Full-Charge Bookkeeper will oversee all accounting functions, including accounts payable, accounts receivable, general ledger, and payroll processing. The ideal candidate will have advanced operational knowledge in bookkeeping and the ability to provide accurate financial statements, manage month-end closings, and support audits.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain the general ledger by posting and reconciling journal entries.</li><li>Process payroll, accounts receivable, and accounts payable accurately and on schedule.</li><li>Prepare monthly and quarterly financial reports, including profit and loss statements and balance sheets.</li><li>Manage month-end and year-end close processes.</li><li>Reconcile bank and credit card statements, addressing any discrepancies.</li><li>Monitor cash flow and provide regular updates to management.</li><li>Handle sales tax reporting, filing, and compliance.</li><li>Assist with audits and tax preparation by providing financial documentation as needed.</li></ul><p><br></p>
<p>Job Title: Full-Charge Bookkeeper / Staff Accountant </p><p><br></p><p>Location: Louisville, KY Employment Type: permanent About Us: At Robert Half, we connect top finance and accounting talent with companies that need specialized expertise. As a permanent Robert Half accountant, you will work on a variety of specialty projects, providing critical accounting support and insight to help our clients succeed. You’ll gain exposure to diverse industries and complex financial processes while maintaining the flexibility and resources of a leading global staffing and consulting firm. </p><p><br></p><p><br></p><p> Key Responsibilities: </p><p><br></p><p>Manage all aspects of the general ledger, including journal entries and account reconciliations Handle full-cycle accounts payable and accounts receivable Process payroll and maintain compliance with federal, state, and local regulations Prepare monthly, quarterly, and annual financial statements Support month-end and year-end close processes Assist with budgeting, forecasting, and cash flow management Coordinate with external auditors, tax preparers, and banking partners Maintain accurate and organized financial records Provide ad hoc reporting and analysis to management </p><p> Why Join Us: Competitive salary and benefits package Flexible schedule and work-life balance Opportunity to work closely with leadership and have a direct impact on the company’s growth Supportive and collaborative team environment</p>
<p><strong>POSITION: TAX MANAGER (PUBLIC)</strong></p><p><strong>LOCATION: NEW LONDON, CT AREA <em>(HYBRID - 4 Days in Office, 1 Day Remote)</em></strong></p><p><strong>RECRUITER CONTACT: KELLEIGH MARQUARD - <em>Kelleigh.Marquard@Roberthalf</em></strong></p><p><br></p><p>Tax Manager opportunity with growth track to Partner! Our valued Client, a reputable and growing public accounting firm in New London County has partnered with Robert Half in search of a high potential Tax Manager to join their practice. As the firm continues to expend its practice, the right Tax Manager candidate will have either completed their CPA or be on track to complete their CPA and motivated to move forward in their career on a track to Director or Partner. The Tax Manager will be responsible for a mix of tax and audit and attestation work supporting clients across all industries. This is a diverse role that requires someone who likes variety and has the right attitude to pitch wherever needed depending on the demands of the season. Minimum requirements for the Tax Manager position include a BS in Accounting, CPA or CPA track, 5+ years of tax compliance experience (including individual, s-corporation, partnership and c-corporation tax returns). This firm offers a great environment, a flexible hybrid work option, excellent benefits and lots of tenure and support to its employees trying to achieve their personal career goals. If you meet the minimum requirements and are interested in this position, please email your resume in confidence to Kelleigh Marquard at Kelleigh.marquard@roberthalf com. All inquiries are confidential. At Robert Half we never share candidate resumes without his/her permission.</p>
<p><strong>Tax Professional – Real Estate Focus | Hybrid Opportunity</strong></p><p>We’re working with a highly regarded firm in the Baltimore, MD area that is looking for a motivated Tax Staff professional to join their growing team. This is a permanent hybrid role that offers the chance to work with a collaborative group while supporting a diverse client base in the real estate sector. If you have experience with 1031 exchanges and a solid foundation in real estate taxation, this is a fantastic opportunity to expand your expertise and make an impact.</p><p><strong>What You’ll Do:</strong></p><ul><li>Prepare and review financial statements, tax returns, and reports with accuracy and care.</li><li>Support clients with tax planning, compliance, and advisory services tailored to their real estate needs.</li><li>Research complex real estate tax matters and provide clear, actionable recommendations.</li><li>Collaborate with colleagues to deliver exceptional client service and practical solutions.</li><li>Stay current with evolving tax laws and industry trends to bring added value to your clients.</li><li>Contribute to developing strategies that optimize tax outcomes for real estate transactions.</li></ul><p><strong>Why You’ll Love It:</strong></p><ul><li>Hybrid schedule offering flexibility and work-life balance.</li><li>Exposure to complex and rewarding real estate tax projects.</li><li>A team-oriented environment where your ideas and expertise matter.</li><li>The chance to grow with a firm that invests in its people and their long-term success.</li></ul><p>If you’re ready to take your real estate tax expertise to the next level in a supportive and collaborative environment, we’d love to hear from you.</p><p><br></p>
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.<br><br>Responsibilities:<br>• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.<br>• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.<br>• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.<br>• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.<br>• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.<br>• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.<br>• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.<br>• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.<br>• Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
<p>Are you a Senior Accountant or experienced Auditor withing a CPA firm looking to take your career to the next level within a dynamic and complex corporate finance environment? This is your opportunity to step into a high-impact role where you’ll collaborate with executive leadership, hone your financial reporting expertise, and contribute to organizational initiatives across departments. We are seeking a motivated Corporate Accounting Analyst to support the Chief Accounting Officer and Corporate Controller as a key member of the Finance team. This role is ideal for someone who thrives in a fast-paced environment, values ownership and accountability, and is eager to grow into a leadership position.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Financial Reporting & Analysis:</p><p>- Work with multi-layered, multi-division financial reporting structures, including approximately 50 subsidiaries, an expanding international footprint, and shared service centers.</p><p>- Perform intercompany eliminations, currency conversions, general ledger reconciliations, corporate allocations, and adjusting journal entries.</p><p>- Prepare monthly, quarterly, and annual financial statements for internal and external purposes.</p><p>- Assist with annual financial audits and corporate tax preparation.</p><p>- Contribute to automation initiatives by working with internal programmers to streamline transactions, reporting, and reconciliations.</p><p><br></p><p>Budgeting, Forecasting, and Strategic Initiatives:</p><p>- Support corporate budgeting, forecasting, and controls, including analyzing and reporting on - revenue, overhead costs, cash flow, and staffing fluctuations.</p><p>- Partner with the Chief Accounting Officer and Corporate Controller to drive Finance Department initiatives, including internal control enhancements and the adoption of new accounting standards.</p><p>- Periodically participate in cross-departmental activities, such as HR, legal, and procurement initiatives.</p><p><br></p><p>Cross-Functional Collaboration:</p><p>- Communicate and coordinate effectively with operating divisions, corporate departments, and external financial partners.</p><p>- Contribute to finance department process improvements and strategic corporate initiatives.</p><p><br></p><p>Please apply directly to this post for consideration. If you have additional questions, please contact Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn.</p>
<p><strong>Corporate Tax Attorney – Fortune 300 Service Client</strong></p><p>Our Fortune 300 service client is seeking an experienced <strong>Corporate Tax Attorney</strong> to join their dynamic legal and tax team. This role is central in delivering practical tax guidance to business leaders across a large, complex organization. The attorney will advise on federal, state, and local (SALT) tax matters, including planning, compliance, and controversy resolution, while ensuring alignment with corporate strategy and regulatory requirements.</p><p><strong>Position Summary</strong></p><p> The Corporate Tax Attorney provides legal counsel on corporate tax planning, compliance, and controversy issues impacting multiple legal entities and partnerships. Leveraging both technical tax expertise and a strong business perspective, the attorney partners with internal stakeholders to develop solutions that balance legal compliance with business objectives. This role offers the opportunity to influence strategy, provide forward-looking guidance, and serve as a key advisor to leadership.</p><p><strong>Key Accountabilities</strong></p><ul><li>Provide legal and strategic guidance on federal, state, and local tax issues, including compliance, planning, and controversy resolution.</li><li>Analyze complex tax problems, interpret laws and regulations, and provide solutions aligned with company objectives.</li><li>Partner with business leaders and tax professionals to evaluate the financial and economic implications of transactions.</li><li>Review and advise on tax aspects of financial models, intercompany arrangements, and corporate transactions.</li><li>Collaborate with tax planners, operations, and business groups to ensure accurate reporting and compliance with applicable laws.</li><li>Serve as a resource for the organization on complex or sensitive tax issues.</li><li>Anticipate potential tax risks, propose solutions, and manage controversy resolution with taxing authorities.</li><li>Lead or coordinate tax-related legal projects, ensuring timely and effective resolution with minimal supervision.</li></ul><p>If you have questions, or if you would like more information, please call Jeff Sokolowski directly at (248)365-6131. For immediate and confidential consideration please apply today. </p>
<p>Legal Assistant</p><p><br></p><p>Our client, a leading Rocky Mountain Law firm, is seeking a 5 plus years experienced corporate transactional legal secretary to support partners and associates in their dynamic and busy elder law and tax practice. The legal assistant should have 5 plus years of transactional, tax experience at a law firm. Experience in Elder Law and Private Wealth Transfers is a huge plus! The firm offers a hybrid work environment with 3 days in office and 2 days remote from home. This position requires a strong attention to detail and Office Suite Skills. The firm offers excellent pay and benefits, including paid RTD bus pass. If you are qualified for this position, please email your resume to Director, mala.saraogi@roberthalf[dot][com] for immediate consideration!</p>
<p><strong>Financial Planner</strong></p><p><strong>Location:</strong> San Francisco Bay Area (Hybrid or Onsite)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p><br></p><p>Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, values-driven financial guidance? A boutique wealth management firm is seeking a <strong>Wealth Architect</strong> to join its mission-driven team. This is a unique opportunity to work in a collaborative, client-first environment where service excellence and personal impact are at the heart of everything.</p><p><br></p><p><strong>About the Firm</strong></p><p>This firm is built on a foundation of trust, compassion, and clarity. It serves a diverse client base with a commitment to simplifying the complex and delivering tailored financial strategies that align with each client’s values and long-term goals. The team operates with a shared belief in service excellence, teamwork, and continuous growth—both professionally and personally.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Architect is responsible for managing and retaining client relationships, coaching Associate Wealth Architects, and collaborating with senior advisors and technical specialists to deliver comprehensive financial advice. This role is ideal for someone who takes a holistic approach to wealth planning and thrives in a values-driven, entrepreneurial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and deepen client relationships through regular communication and strategic planning</li><li>Lead and oversee the development of financial plans, estate maps, cash flow analyses, and investment strategies</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to ensure seamless client service</li><li>Prepare for and follow up on client meetings, ensuring all action items are completed</li><li>Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning</li><li>Oversee and mentor Associate Wealth Architects, supporting their professional development</li><li>Maintain accurate client records and ensure compliance with fiduciary standards</li><li>Participate in firm-wide strategic initiatives, planning committees, and business development efforts</li><li>Serve as a steward of the firm’s planning philosophy, values, and client service standards</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a purpose-driven firm that values trust, compassion, and excellence</li><li>Collaborate with a close-knit team of professionals who support each other</li><li>Make a meaningful impact in clients’ lives through holistic financial planning</li><li>Grow professionally in a firm that invests in your development and success</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p>An established and growing organization in Charleston is seeking a driven and friendly <strong>Administrative Assistant</strong> to join its dynamic team. This <strong>full-time</strong> position is ideal for individuals who thrive in a fast-paced environment and enjoy contributing to a culture that values excellence, professionalism, and continuous learning.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li><strong>Client Services:</strong></li><li>Answer and direct phone calls.</li><li>Coordinate scheduling and manage conference room space.</li><li>Assist clients with document signing, onboarding, and administrative requests.</li><li>Provide general client and visitor support.</li><li>Maintain the flow of information with clients and business partners.</li><li><strong>Technical Support:</strong></li><li>Scan and electronically file documents.</li><li>Maintain client databases and track correspondence.</li><li>Manage data entry and assist with tax return processing.</li><li><strong>Administrative Duties:</strong></li><li>Order and maintain office supplies.</li><li>Handle mail distribution, routing, and processing.</li><li>Compile and mail routine correspondence.</li><li>Support various office tasks as requested.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Strong interpersonal and communication skills with the ability to build relationships.</li><li>Proficiency in Microsoft Office Suite.</li><li>Flexible and mature personality with a well-developed ability to multitask.</li><li>Tech-savvy, organized, and detail-oriented.</li><li>Adaptable to fast-paced working environments.</li></ul>
<p>Seeking an experienced Sales Tax Accountant to oversee sales and use tax compliance for a growing company in the New Haven area! In this role, you will handle multi-jurisdictional tax filings, manage audits, and conduct tax research while ensuring compliance with state and local regulations. This is a collaborative position that involves working closely with external tax firms and internal teams to streamline processes and maintain accurate tax reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit monthly, quarterly, and annual sales and use tax returns for multiple states and local jurisdictions.</p><p>• Coordinate with external tax firms to address requests related to corporate tax return preparation.</p><p>• Lead and manage all phases of sales and use tax audits, including document collection and auditor communication.</p><p>• Configure and maintain sales tax software systems to ensure precise tax calculations.</p><p>• Oversee the collection, validation, and organization of customer tax exemption certificates.</p><p>• Provide guidance and training to Accounts Receivable staff, serving as a subject matter expert.</p><p>• Identify and implement process improvements to enhance efficiency in tax compliance workflows.</p><p>• Review and address notices from government agencies regarding sales and use tax issues.</p>
<p>Robert Half Talent Solutions is seeking a Tax Analyst for a leading global manufacturer in the Bethlehem, Pennsylvania area. As a Tax Analyst, you will play a pivotal role in the finance department, ensuring compliance with tax regulations and optimizing our tax strategy. You will collaborate closely with internal stakeholders to support business objectives while managing tax planning, reporting, and compliance.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct thorough analysis of tax laws and regulations to ensure compliance with federal, state, and international requirements.</li><li>Prepare and review tax returns, including income tax, sales tax, and VAT, ensuring accuracy and timely submission.</li><li>Assist in tax planning initiatives to optimize the company's tax efficiency and minimize liabilities.</li><li>Monitor changes in tax legislation and regulations, advising management on potential impacts and opportunities.</li><li>Collaborate cross-functionally with finance, legal, and operational teams to provide tax-related guidance and support.</li><li>Prepare and maintain documentation for audits and inquiries from tax authorities.</li><li>Provide strategic recommendations to senior management based on tax analysis and research.</li></ul><p><strong>Benefits:</strong></p><ul><li>Competitive salary commensurate with experience.</li><li>Comprehensive benefits package including health, dental, and vision coverage.</li><li>Retirement savings plan with employer match.</li></ul><p><br></p>
We are looking for an experienced Controller to oversee and optimize accounting operations for our organization in Dallas, Texas. The ideal candidate will bring a strong background in audit, financial reporting, and compliance, with a proven ability to enhance processes and ensure alignment with industry standards. This role is critical to maintaining the integrity of financial systems and delivering accurate insights to support strategic decisions. <br> <br> Responsibilities will include: • Supervise matters relating to the routine, day-to-day operations of the accounting department. • Responsible for the installation and supervision of all accounting records of the companies. • Responsible for the monthly closing schedule, and the timely preparation and interpretation of the financial statements and reports of the companies. • Review weekly cash requirements and forecast cash needs. • Review the companies’ financial progress, comparing results with the prior year actual results. This includes submitting recommendations for corrective action to the appropriate executives. • Review the financial aspects of the acquisition or disposal of fixed assets or investments. • Supervise and approve Joint Venture monthly revenue distributions and joint interest billings using Oil & Gas industry accounting software. • Supervise cloud-based accounts payable preparation and maintenance of paid bills files. • Supervise the weekly preparation of payroll for multiple entities. • Develop a relationship with the company’s vendors and bankers, interfacing on an as-needed basis via phone and email. • Responsible for generating reports used in weekly and monthly tax estimate preparation for all associated entities. • Coordinate tax return preparation with CPA firm. • Responsible for the monthly net capital computation of the related Broker/Dealer, and the quarterly preparation of information needed for FINRA filings. • Coordinate annual audit preparation with the related Broker/Dealer’s independent auditor. • Develop and maintain internal controls consistent with the company’s procedures. • Prepare any additional analysis or information requests from the Company Officers. • Report directly to the CFO and President. Qualifications: • You must be a self-starter with a strong work ethic, the passion to take the time to complete tasks, and be able to work independently with minimal supervision. • You must be available to work occasional extra hours daily or work on Saturdays. • A current CPA license is preferred. • A minimum of 5 years of relevant public accounting experience working with multiple clients, with a concentration in tax knowledge and management consultation is preferred. • You must demonstrate strong Microsoft Excel skills. • Experience with QuickBooks Online and CCH ProSystem fx Workpaper Manager is preferred. • You must pass a all candidates required to undergo all candidates required to undergo all candidates required to undergo background check.
<p>Robert Half is looking for a detail-oriented <strong>Tax Staff member</strong> to join our client's team in the Greenville, South Carolina area. </p><p><br></p><p>This role offers an opportunity to work in a collaborative environment, preparing and reviewing tax filings for small businesses and individuals. With a focus on client success, the position provides a balanced schedule and a supportive work culture.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare and review federal, state, and local tax returns, with a focus on small business filings.</p><p>• Collaborate directly with business owners to collect and verify tax information, ensuring accuracy and compliance.</p><p>• Stay informed on current tax regulations and laws to optimize filing strategies and maintain compliance.</p><p>• Utilize Drake Tax software to streamline and enhance the tax preparation process.</p><p>• Provide assistance to team members during peak tax periods and contribute to various accounting projects.</p><p>• Deliver exceptional service by addressing client inquiries and offering tax-related guidance.</p><p>• Maintain organized records and documentation to support reporting and compliance requirements.</p><p>• Participate in team meetings to share insights and improve processes.</p><p>• Support the implementation of new tools or software to increase efficiency in tax operations.</p>
