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533 results for Treasury Analyst Manager jobs

Senior Financial Analyst
  • Fort Worth, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Robert Half Finance &amp; Accounting and Kevin Sweet have partnering with a highly respected, industry leader in the distribution and supply chain industry to identify a talented Senior Financial Analyst. This is an outstanding opportunity for an analytical, business-minded finance professional who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance.</p><p><br></p><p>In this highly visible role, you will support a key operating division and serve as a trusted financial partner to business leaders. You will be responsible for analyzing financial performance, developing forecasts, supporting planning initiatives, and helping leadership understand critical business trends, opportunities, and risks.</p><p><br></p><p>My client offers incredible benefits which includes profit sharing, employee stock option plan and competitive annual salary and bonus! For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] </p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances.</li><li>Develop and maintain sales, gross margin, operating expense, and working capital analyses.</li><li>Prepare, analyze, and distribute monthly financial reporting packages to business leadership.</li><li>Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives.</li><li>Create financial models, business cases, dashboards, presentations, and ad hoc analyses.</li><li>Support annual budgeting, quarterly forecasting, and long-range planning processes.</li><li>Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making.</li><li>Present financial information and recommendations to stakeholders across the organization.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Highly visible role with direct interaction with business leadership.</li><li>Opportunity to influence strategic decision-making and business performance.</li><li>Collaborative and employee-focused culture.</li><li>Strong growth potential within a successful and expanding organization.</li><li>Competitive compensation and comprehensive benefits package.</li></ul><p>If you&#39;re looking for an opportunity to leverage your analytical expertise, business acumen, and strategic mindset in a dynamic environment, we&#39;d love to connect with you.</p>
  • 2026-06-12T00:00:00Z
Senior Financial Analyst
  • Portland, OR
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>Sue Sumrell is recruiting for a well‑established, design‑driven professional services firm seeking a <strong>Senior Financial Analyst</strong> to support strategic decision‑making and financial planning across the organization. This role offers strong visibility to leadership and involvement in firm‑wide initiatives.</p><p><strong>What you’ll do:</strong></p><p>• Lead budgeting, forecasting, and long‑range financial modeling</p><p>• Build and enhance management reporting and financial models</p><p>• Present insights to senior leadership and key stakeholders</p><p>• Support process improvements and ERP system implementation</p><p>• Partner cross‑functionally on high‑impact projects</p><p><br></p><p>This is an exciting role with a hybrid work culture, strong compensation and office perks!</p><p><br></p><p>Please email your resume directly to [email protected]</p>
  • 2026-06-15T00:00:00Z
Senior Financial Analyst
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Overview:</p><p>The Senior FP&amp;A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&amp;A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP&amp;A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
  • 2026-06-12T00:00:00Z
Senior Financial Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 50 - 65 USD / Hourly
  • <p>We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
  • 2026-06-03T00:00:00Z
Senior Financial Analyst
  • Medford, OR
  • onsite
  • Permanent / Full Time
  • 105000 - 110000 USD / Yearly
  • <p>Sue Sumrell is recruiting for a Senior Financial Analyst to support financial planning, performance analysis, and executive decision-making for our client in Medford, Oregon. This role partners closely with senior leaders, operations, and accounting to translate financial data into actionable recommendations that improve profitability, forecasting accuracy, and long-range planning. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to communicate insights clearly to both finance and non-finance stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Partner with senior management and cross-functional leaders to evaluate business performance, support planning initiatives, and provide financial guidance tied to near-term objectives and long-range strategy.</p><p>• Review actual financial results against budget and forecast, identify meaningful variances, and deliver clear explanations of drivers affecting revenue, margins, operating costs, and related performance measures.</p><p>• Lead the development of annual financial plans, periodic forecasts, and multi-year outlooks by coordinating inputs from plant leadership, program management, sales, operations, and accounting.</p><p>• Build and maintain detailed financial models covering profit and loss, balance sheet, cash flow, labor hours, inventory, and departmental spending to support informed decision-making.</p><p>• Work with business unit and plant teams to establish sound plant and material handling rates, monitor absorption performance, and recommend adjustments based on operational trends.</p><p>• Prepare monthly and annual business review materials for leadership and board-level audiences, including projections, visual reporting, and concise executive summaries.</p><p>• Maintain recurring cash flow reporting and update short-term outlooks to help leadership assess liquidity needs and financial priorities.</p><p>• Identify financial risks and areas of opportunity through ongoing analysis, then present practical recommendations to improve results and strengthen business performance.</p><p>• Produce Power BI reporting and perform ad hoc financial analysis to address emerging business questions and support management decisions.</p><p><br></p><p>Amazing benefits and work environment! <strong>This is not a hybrid role - requires in office.</strong></p><p><br></p><p>Please contact Sue sumrell and email your resume directly to [email protected]</p>
  • 2026-06-15T00:00:00Z
Sr. Tax Manager
  • Memphis, TN
  • onsite
  • Temporary / Contract
  • 75 - 80 USD / Hourly
  • <p>Robert Half Management Resources is partnering with a global publicly traded organization seeking a <strong>Senior Manager of US Tax</strong> to lead US tax compliance, provision, and indirect tax operations. This is a high-visibility leadership role based in Memphis, TN, overseeing a team of six tax professionals and supporting a complex multinational structure.</p><p><br></p><p>Position Overview</p><p>This role is responsible for leading all aspects of <strong>US federal and state income tax compliance, tax provision accounting, and indirect tax functions</strong>, including sales &amp; use and property taxes. The organization operates in a <strong>SOX-controlled environment</strong> with international exposure across Canada, the UK, and Europe.</p><p>The position offers strong involvement in <strong>cross-border tax matters, acquisitions, restructuring, and tax strategy initiatives</strong>, beyond traditional compliance responsibilities.</p><p><br></p><p>Key Responsibilities</p><p>US Income Tax</p><ul><li>Oversee <strong>monthly, quarterly, and annual income tax provisions</strong> and related reconciliations</li><li>Manage preparation and review of <strong>US corporate income tax returns</strong></li><li>Oversee <strong>R&amp;D credit and other tax incentive programs</strong></li><li>Manage estimated tax payments and forecasting processes</li><li>Lead <strong>IRS and state tax audits</strong> and related correspondence</li><li>Support cross-border reporting and compliance requirements</li></ul><p>Indirect Tax</p><ul><li>Oversee <strong>sales &amp; use tax compliance and reporting</strong></li><li>Manage <strong>property tax filings, assessments, and appeals</strong></li><li>Lead state and local indirect tax audits</li><li>Ensure compliance across multiple jurisdictions</li></ul><p>Planning, Reporting &amp; Strategy</p><ul><li>Support tax-related financial statement disclosures and MD&amp;A inputs</li><li>Assist with forecasting, valuation, and tax-related financial modeling</li><li>Identify and support <strong>tax planning opportunities tied to reorganizations, acquisitions, and integrations</strong></li><li>Research and interpret evolving tax legislation and implications (e.g., BEAT, Pillar 2, transfer pricing, CbCR)</li><li>Partner cross-functionally to optimize tax position and business outcomes</li></ul><p>Leadership &amp; Controls</p><ul><li>Lead, mentor, and develop a team of <strong>six US tax professionals</strong></li><li>Foster a high-performance and development-focused team culture</li><li>Maintain strong <strong>SOX internal controls, documentation, and compliance standards</strong></li><li>Manage external advisors across compliance and consulting engagements</li><li>Drive process improvement and tax technology automation initiatives</li><li>Collaborate with international tax teams across multiple regions</li><li>Support internal audit and risk mitigation activities</li></ul><p><br></p>
  • 2026-06-11T00:00:00Z
Sr. Tax Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 180000 - 200000 USD / Yearly
  • <p><em>The salary range for this position is $180,000-$200,000 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>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Tax Manager position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1)          The pay rates are above what their top competitors pay their employees</p><p>2)          They have higher bonus structures</p><p>3)          There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4)          The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5)          And more…</p><p><br></p><p><strong>Job Description:</strong></p><p>The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations.</p><p><br></p><p><strong>Key Duties &amp; Responsibilities </strong></p><p>• Will be assigned to multiple clients, with a focus on not-for-profit entities including 501(c)3 private foundations and supporting organizations and 501(c)4 trusts; responsible for all aspects of accounting, tax, legal and financial management and analysis functions for assigned clients.</p><p>• Manage and review the accounting for assigned clients including reviewing journal entries and general ledger account reconciliations.</p><p>• Oversee and manage the tax projection and tax return processes for assigned clients including identification and resolution of tax issues in consultation with in-house tax experts and review of tax projections, tax workpapers and tax returns.</p><p>• Coordinate and provide transaction support to the family and foundation investment organizations, including drafting board packages, reviewing and coordinating execution of transaction documents, and coordinating treasury support upon closing.</p><p>• Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity.</p><p>• Coordinate with external advisors in the execution of responsibilities associated with management of assigned clients.</p><p>• Provide day-to-day business and accounting management to certain professional service providers such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc.</p><p>• Mentor, train and manage staff accountants and managers to meet deadlines and prioritize projects/workload.</p><p>• Identify, develop and oversee the execution of improvements to internal processes.</p><p> </p>
  • 2026-06-04T00:00:00Z
Sr. Tax Manager
  • San Antonio, TX
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • <p>We are seeking an accomplished <strong>Sr. Tax Manager</strong> to lead complex tax engagements and serve as a trusted advisor to a diverse client portfolio in San Antonio, Texas. This role is with a <strong>small but highly impactful firm</strong>, offering the opportunity to work closely with leadership, make meaningful contributions, and directly influence client outcomes and firm strategy.</p><p>This position blends hands-on technical tax expertise with relationship management, team leadership, and strategic advisory across a variety of entity types. The ideal candidate brings deep public accounting experience, strong regulatory knowledge, and a proactive, client-focused mindset—paired with the ability to thrive in a collaborative, high-visibility environment where their impact truly matters.</p><p><br></p><p><strong>Why consider this opportunity? </strong></p><ul><li>Step into a high-impact leadership track following a strategic acquisition, creating strong upside and long-term earning potential</li><li>Clear path to leadership with the opportunity to take over as Lead CPA and oversee all tax functions within the next few years</li><li>Join a firm in transition and play a key role in shaping the future of the practice, processes, and client experience</li><li>Career growth backed by increased resources, expanded service offerings, and a long-term vision for scaling the business</li></ul><p>Responsibilities:</p><p>• Direct the review and finalization of sophisticated tax filings for individuals, corporations, partnerships, and trusts, ensuring quality and compliance standards are met.</p><p>• Advise clients on tax strategies that support business and financial objectives while identifying opportunities for improved planning outcomes.</p><p>• Lead, coach, and evaluate tax professionals, fostering technical growth, accountability, and high-performance execution across the team.</p><p>• Interpret evolving federal and state tax rules and apply research findings to address client questions, risks, and complex tax matters.</p><p>• Oversee filing schedules and workflow priorities to ensure submissions are completed accurately and within required deadlines.</p><p>• Develop long-term client partnerships by delivering responsive service, practical guidance, and consistent communication throughout engagements.</p><p>• Support matters related to annual income tax provision, corporate tax reporting, sales tax considerations, and entity formation as part of broader client service needs.</p>
  • 2026-06-05T00:00:00Z
Senior Accounting Analyst
  • Saint Louis, MO
  • remote
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p>We are looking for an experienced Senior Accounting Analyst to support key accounting activities for a Long-term Contract assignment based in Missouri. This role is ideal for an experienced accounting specialist who can work independently in a fully remote environment while partnering effectively with teams across the organization. The position focuses on fixed asset oversight, balance sheet analysis, month-end close support, and selected revenue-related tasks, with occasional coordination across multiple financial systems.</p><p><br></p><p>Responsibilities:</p><p>• Support accounting activities, including asset tracking, reconciliations, and ongoing maintenance of accurate records.</p><p>• Perform detailed balance sheet reviews and resolve discrepancies by working with appropriate internal stakeholders.</p><p>• Support month-end close by preparing entries, reviewing account activity, and helping ensure timely completion of accounting deliverables.</p><p>• Handle manual net revenue accounting tasks and verify the accuracy of related financial information.</p><p>• Collaborate with accounting, IT, and cross-functional teams to address fixed asset questions and align financial data across departments.</p><p>• Work within multiple financial platforms, including ERP and accounting systems, to research transactions and maintain reporting accuracy.</p><p>• Use advanced Excel functions such as pivot tables and lookup formulas to analyze data and prepare supporting schedules.</p><p>• Contribute to special accounting assignments as needed, including efforts connected to ongoing enterprise system-related work.</p>
  • 2026-06-18T00:00:00Z
Senior International Tax Analyst
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><em>The salary range for this position is $100,000 - $120,000 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><b>Job Description:</b></p><ul><li>5 plus years of experience in a Corporate Income Tax department and or public accounting firm, with the majority of the focus on corporate income tax/direct tax with a multinational company.</li><li>Must have international tax experience</li><li>A candidate must have the ability to interpret domestic and international tax concepts as well as a working knowledge of ASC 740, accounting for income taxes </li><li>A candidate must have the ability to analyze data and calculate the impact of legislative changes and tax planning opportunities as applied to the company.</li><li>A candidate must have working knowledge of the U.S. tax legislation and accounting principles, including the Tax Cuts and Jobs Act (TCJA) and familiarity with GILTI, BEAT, FDII and FTC computations. </li><li>A candidate must be comfortable with tax technology, the ability to navigate, and hands on use of our accounting tools including OneSource Tax Provision Software, OneSource Income Tax Return Software, PeopleSoft, CCH, and BNA.</li><li>A candidate must have working knowledge of debits and credits and the ability to extract relevant data from a general ledger software package via queries and other methods.</li><li>A candidate must have the ability to create and comprehend advanced features within Excel models including pivot tables, V-look up, H-look up, If statements, Sum If formulas, Index Match, and other automation functionality.</li><li>Bachelor’s degree in Accounting is a must.</li><li>Certified Public Accountant is a must.</li><li>MST or LLM is preferred. </li></ul><p> </p><p><br></p>
  • 2026-06-10T00:00:00Z
Tax Accounting Manager - Public
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p>We are looking for a Tax Accounting Manager - Public to join a public accounting team in Salinas, California. This role is suited for a tax specialist who can oversee return preparation, support client planning needs, and maintain high standards of accuracy across a range of tax engagements. The position requires a strong foundation in public tax accounting, sound judgment when working with sensitive financial data, and the ability to build trusted client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual and business tax filings, ensuring complete and accurate reporting in line with applicable standards and firm guidelines.</p><p>• Input and organize client financial records and tax documentation within tax software to support efficient and accurate return completion.</p><p>• Manage communications with federal, state, and local tax authorities to address notices, resolve questions, and follow up on client matters.</p><p>• Provide support across accounting, bookkeeping, financial analysis, and planning activities that contribute to broader client tax strategies.</p><p>• Advise clients on tax-efficient approaches related to business growth, wealth considerations, and entity structuring needs.</p><p>• Complete annual income tax provision work and assist with corporate tax return processes for a variety of client engagements.</p><p>• Protect confidential client and firm information by consistently following established privacy, documentation, and information-handling procedures.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
  • 2026-06-11T00:00:00Z
Tax and Compliance Manager
  • Las Cruces, NM
  • remote
  • Permanent / Full Time
  • 130000 - 165000 USD / Yearly
  • <p>We are looking for an experienced<strong> REMOTE Tax and Compliance Manager</strong> to lead indirect tax and regulatory compliance efforts for our organization. This position plays a central role in overseeing multi-state sales and use tax obligations, strengthening compliance controls, and reducing tax exposure across the business. The ideal candidate brings strong technical knowledge, sound judgment, and the ability to work independently while partnering effectively with finance teams and external advisors.</p><p><br></p><p>Responsibilities:</p><p>• Direct end-to-end sales and use tax compliance activities across more than 40 states, ensuring accurate reporting, payment, and documentation.</p><p>• Manage state tax registrations, filing schedules, remittances, account reconciliations, and supporting records required for compliance and audit readiness.</p><p>• Track nexus developments, tax law updates, and regulatory changes, and translate those changes into practical compliance actions.</p><p>• Maintain accurate tax treatment for products and services by reviewing taxability rules and applying them consistently across operations.</p><p>• Lead the rollout, administration, and ongoing optimization of tax technology solutions, including automation platforms such as Avalara.</p><p>• Coordinate the preparation and submission of federal and state corporate tax filings in collaboration with external tax professionals.</p><p>• Oversee business registrations, statutory reporting obligations, and securities-related compliance requirements across applicable jurisdictions.</p><p>• Serve as the primary owner of tax risk management and compliance governance, while driving process improvements and supporting internal reviews and external audits.</p>
  • 2026-06-05T00:00:00Z
Supply Revenue Analyst
  • Little Rock, AR
  • remote
  • Temporary / Contract
  • 32.11 - 32.11 USD / Hourly
  • <p>We are looking for a Supply Revenue Analyst to support the governed creation and maintenance of enterprise item master data. This role reviews request packets, validates supporting documentation, and applies approved Supply Revenue Reference Guide values and crosswalks to healthcare supply items.</p><p>Responsibilities include analyzing item attributes (e.g., manufacturer, catalog number, packaging, size, unit of measure), ensuring accurate alignment with established data standards, and updating chargeable/non-chargeable indicators, HCPCS-related fields, and revenue-related attributes when a clear match exists. The analyst documents findings, identifies exceptions, and escalates discrepancies when documentation or alignment is unclear.</p><p>Additionally, this role supports data quality monitoring through review of Power BI dashboards, reconciliation reports, and exception reporting to identify inconsistencies across enterprise systems. The position follows defined governance processes and does not interpret billing or reimbursement policies or create business rules.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Review item master request packets for completeness and accuracy.</p><p>· Validate item attributes against approved supporting documentation.</p><p>· Ensure documentation meets established source hierarchy standards.</p><p>· Route or escalate requests with missing, incomplete, or conflicting information.</p><p>· Apply Supply Revenue Reference Guide values and crosswalks to item attributes.</p><p>· Match items based on defined criteria (category, manufacturer, catalog number, etc.).</p><p>· Assign chargeability, HCPCS, and revenue-related attributes only when clearly defined.</p><p>· Follow governed processes without deviation or interpretation.</p><p>· Use Excel (lookups, filters, pivots) and basic SQL to compare datasets.</p><p>· Identify duplicate, missing, or conflicting item matches.</p><p>· Prepare structured outputs for review and escalation.</p><p>· Review Power BI dashboards and standard reports for data discrepancies.</p><p>· Compare item attributes across systems (item master, supply chain, revenue systems).</p><p>· Identify inconsistencies and escalate findings using standard processes.</p><p>· Escalate incomplete, unclear, or unmatched requests.</p><p>· Document findings with supporting evidence.</p><p>· Avoid independent decision-making outside defined guidelines.</p><p>· Maintain detailed logs of validations, updates, and escalations.</p><p>· Ensure audit readiness and reproducibility of work.</p>
  • 2026-05-28T00:00:00Z
Fiduciary Tax Manager
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 130000 - 180000 USD / Yearly
  • We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This role is central to ensuring accurate filings, sound interpretation of governing documents, and timely responses to fiduciary tax matters. The ideal candidate brings deep technical knowledge, strong judgment, and the ability to work closely with internal partners and external advisors in a deadline-driven environment.<br><br>Responsibilities:<br>• Direct the end-to-end tax reporting cycle for a broad portfolio of fiduciary entities, ensuring filings are completed accurately and on schedule.<br>• Oversee the preparation and final review of federal and state fiduciary returns, along with associated informational forms and supporting documentation.<br>• Analyze trust and estate instruments to determine proper tax treatment, including matters related to transfer tax considerations.<br>• Evaluate quarterly and annual tax obligations, confirm estimated payments, and track ongoing compliance deadlines across multiple accounts.<br>• Work closely with trust administration and other fiduciary partners to resolve tax questions and support account-specific planning needs.<br>• Serve as a point of contact for tax agencies by addressing notices, responding to inquiries, and helping bring outstanding issues to resolution.<br>• Maintain strong oversight of fiduciary tax data, documentation, and reporting processes to support audit readiness and regulatory compliance.
  • 2026-06-09T00:00:00Z
Senior Wealth Analyst | Hybrid
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 130000 USD / Yearly
  • <p><strong>Break into UHNW Wealth Management — Senior Wealth Analyst</strong></p><p>Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.</p><p> </p><p>If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul><p> </p>
  • 2026-06-09T00:00:00Z
Payroll Tax Analyst
  • Sugar Land, TX
  • onsite
  • Permanent / Full Time
  • 75000 - 95000 USD / Yearly
  • <p>Our client is looking for a Payroll Tax Analyst in Sugar Land, Texas. In this role, you will manage payroll tax processes, ensuring compliance with multi-state regulations and accurate reporting. The ideal candidate will bring expertise in payroll tax reconciliation, reporting, and deposits, along with strong proficiency in Microsoft Excel.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file multi-state payroll tax returns and reports, ensuring accuracy and compliance with local regulations.</p><p>• Manage payroll tax deposits and payments in accordance with established deadlines.</p><p>• Reconcile payroll tax accounts to ensure all transactions are properly recorded and discrepancies are resolved promptly.</p><p>• Monitor changes in tax laws and regulations to ensure ongoing compliance.</p><p>• Assist with quarterly and year-end payroll tax reporting requirements.</p><p>• Collaborate with internal teams to address payroll tax-related inquiries and provide necessary support.</p><p>• Utilize Microsoft Excel for data analysis, reporting, and reconciliation tasks.</p><p>• Identify and implement process improvements to enhance the efficiency of payroll tax operations.</p><p>• Maintain accurate records and documentation for audits and regulatory reviews.</p>
  • 2026-06-12T00:00:00Z
Accounting Analyst
  • White Plains, NY
  • onsite
  • Permanent / Full Time
  • 65000 - 70000 USD / Yearly
  • <p>Are you ready to take your accounting career to the next level with a fast-growing and collaborative finance team? We’re working with a standout company in White Plains on a permanent Bookkeeping opportunity and this is a team that truly values growth, innovation, and work-life balance.</p><p><br></p><p>Why You’ll Want This Role:</p><p><br></p><p>Flexible Hybrid Schedule: 3 days in the office, 2 days work from home</p><p>Robust Benefits: Medical/Dental/Vision coverage, 401k with a 3% match after 1 year (immediate contributions allowed)</p><p>Paid Time Off: Enjoy 12 major holidays plus a competitive PTO structure</p><p>Collaborative Team: Join a group passionate about excellence, teamwork, and personal development</p><p><br></p><p>Who You Are for the Role:</p><p>Motivated to build your finance and accounting career in a dynamic, fast-paced environment</p><p>Tech-savvy with large ERP software experience; NetSuite a plus, but not required</p><p>Comfortable working with multiple internal and external stakeholders</p><p>Adaptable, detail-oriented, and dedicated to continuous learning and process improvement</p>
  • 2026-05-29T00:00:00Z
Accounting Analyst
  • Saratoga Springs, NY
  • onsite
  • Permanent / Full Time
  • 70000 - 80000 USD / Yearly
  • <p>We are looking for a detail-oriented finance/accounting candidate to join a growing organization in the Saratoga Springs, New York area, where this newly established role will contribute to a collaborative and high-visibility team. This position offers the opportunity to work closely with leadership, support strategic decision-making, and help shape financial planning as the business expands. The ideal candidate brings strong analytical capability, business partnership skills, and a proactive approach to improving reporting and planning processes.</p><p><br></p><p>For immediate consideration, please contact Carmen Warga in our Albany, NY office. </p><p><br></p><p>Responsibilities:</p><p>• Lead planning activities by contributing to the annual budget, periodic forecasts, and longer-term financial outlooks.</p><p>• Review operating results to identify trends, explain performance against expectations, and recommend practical next steps.</p><p>• Create recurring management reports and visual dashboards that provide leadership with clear and timely financial insight.</p><p>• Collaborate with teams across operations, supply chain, and management to assess performance drivers and business conditions.</p><p>• Build and refine financial models that support decision-making, scenario analysis, and operational planning.</p><p>• Contribute to process optimization efforts and support enhancements to financial systems and reporting tools.</p><p>• Assess the financial implications of business initiatives, including acquisition-related opportunities and related analysis.</p><p>• Perform ad hoc analysis and data review to answer business questions and support evolving organizational priorities.</p>
  • 2026-06-02T00:00:00Z
Accounting Analyst
  • Plano, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • We are looking for an Accounting Analyst to support financial operations and provide insight that strengthens planning and reporting across the business. This position in Plano, Texas combines accounting execution with analytical work, offering the opportunity to contribute to close activities, performance review, and forward-looking financial decisions. The ideal candidate brings strong technical skills, attention to detail, and the ability to translate financial data into practical recommendations.<br><br>Responsibilities:<br>• Prepare and record journal entries while helping ensure accurate and timely completion of month-end close activities.<br>• Review accounts payable and accounts receivable transactions to maintain reliable financial records and support healthy cash flow management.<br>• Analyze inventory-related data, reconcile balances, and investigate discrepancies that may affect reporting accuracy.<br>• Build forecasts, budgets, and financial models that support business planning and operational decision-making.<br>• Perform variance analysis to explain differences between actual results, budgets, and forecasts, and summarize findings for stakeholders.<br>• Use advanced Excel capabilities, including macros, to improve reporting efficiency and streamline recurring financial analysis.<br>• Develop ad hoc analyses and data-driven insights by working with large datasets and identifying meaningful trends.<br>• Partner with cross-functional teams to support reporting needs, strengthen financial controls, and improve overall visibility into business performance.
  • 2026-06-16T00:00:00Z
Accounting Analyst
  • Holmdel, NJ
  • onsite
  • Permanent / Full Time
  • 50000 - 60000 USD / Yearly
  • <p>We are looking for an Accounting Analyst to support core accounts receivable and general accounting activities. </p><p>Responsibilities:</p><p>·      Process weekly, monthly, and ad-hoc customer invoicing in a timely and accurate manner </p><p>·      Post customer payments to general ledger received via check and/or ACH; reconcile any short payments or deductions. </p><p>·      Maintain and analyze weekly aging reports and reconcile to periodic general ledger close. </p><p>·      Research and resolve all inquiries related to vendor invoicing and payments. </p><p>·      Conduct daily collection calls on past due invoices. </p><p>·      Maintain strong working relationships with customers and merchandisers.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>401k</p><p>PTO</p>
  • 2026-06-08T00:00:00Z
Accounting Analyst
  • Lake Elmo, MN
  • onsite
  • Temporary to Hire
  • 32.3 - 37.4 USD / Hourly
  • <p>We are looking for an Accounting Analyst to join a manufacturing organization in Lake Elmo, Minnesota on a contract basis with the potential for a permanent role. This role supports core accounting operations by helping maintain accurate financial records, preparing close-related entries, and assisting with reporting and reconciliations. The ideal candidate brings a solid foundation in accounting principles, strong attention to detail, and the ability to work effectively with colleagues across multiple departments.</p><p><br></p><p>Responsibilities:</p><p>• Support daily general ledger activity by reviewing financial data, maintaining account accuracy, and helping ensure records align with company accounting standards and GAAP.</p><p>• Prepare and post journal entries tied to monthly and year-end close activities, while assisting with consolidation and other routine closing tasks.</p><p>• Complete balance sheet reconciliations, investigate variances or unmatched items, and follow through on timely resolution of outstanding issues.</p><p>• Compile financial analyses and recurring reports for accounting leadership and internal business partners under established guidance.</p><p>• Contribute to accounts payable and accounts receivable processes as needed to support accurate transaction flow and account integrity.</p><p>• Assist with bank reconciliations and other cash-related accounting tasks to help confirm completeness and accuracy of recorded activity.</p><p>• Participate in internal and external audit support by gathering documentation, responding to requests, and helping organize supporting records.</p><p>• Identify opportunities to improve efficiency in day-to-day accounting procedures and support departmental projects or related assignments as needed.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
  • 2026-06-18T00:00:00Z
Financial Technical Operations Analyst
  • Coppell, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a detail-oriented Financial Technical Operations Analyst to join our team in Dallas, Texas. In this role, you will serve as a key financial partner, offering strategic insight and operational support to enhance business performance. You will collaborate across departments to ensure financial accuracy, streamline processes, and contribute to the effective management of resources.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.</p><p>• Offer strategic financial guidance to leadership while supporting decision-making processes.</p><p>• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.</p><p>• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.</p><p>• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.</p><p>• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.</p><p>• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.</p><p>• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.</p><p>• Work closely with external auditors to provide necessary documentation during audits.</p><p>• Prepare and distribute monthly profit and loss statements to executive and local management.</p>
  • 2026-06-12T00:00:00Z
Senior Financial Business Analyst
  • Reading, PA
  • onsite
  • Permanent / Full Time
  • 95000 - 120000 USD / Yearly
  • We are looking for a Senior Financial Business Analyst to strengthen financial planning, reporting, and decision support through well-structured, reliable data solutions. Based in Reading, Pennsylvania, this role connects finance, business teams, and technology partners to improve how enterprise data is organized, governed, and used for analysis. The position focuses on building trusted reporting foundations, supporting forecasting and planning activities, and advancing scalable analytics capabilities across the organization.<br><br>Responsibilities:<br>• Collaborate with finance leaders, operational stakeholders, and technology teams to shape enterprise data warehouse solutions that improve reporting, planning, and business insight.<br>• Convert business needs into practical data designs, including data models, mapping rules, transformation logic, and reporting frameworks that support long-term scalability.<br>• Contribute to the creation and upkeep of data pipelines, semantic models, and analytical structures that align with business workflows and performance measures.<br>• Establish and reinforce data governance practices by defining standards, policies, controls, and procedures that promote consistency, compliance, and data reliability.<br>• Lead initiatives that strengthen data quality by addressing accuracy, lineage visibility, stewardship responsibilities, and ownership across key datasets.<br>• Maintain shared business definitions, enterprise data dictionaries, metric standards, and reporting guidelines to support a consistent source of financial truth.<br>• Act as a central point of coordination between functional teams and technical resources, translating complex data topics into clear business recommendations and prioritized requirements.<br>• Encourage stakeholder adoption of reporting and analytics solutions through effective communication, change support, and the use of modern analytical capabilities.<br>• Support budgeting, forecasting, and strategic planning efforts by delivering integrated data insights and analytical tools that improve decision-making.<br>• Identify opportunities to expand the strategic value of enterprise data by enhancing governance maturity, refining architecture, and informing future data roadmap priorities.
  • 2026-06-19T00:00:00Z
Tax Analyst, Transaction Tax
  • Centennial, CO
  • onsite
  • Permanent / Full Time
  • 65000 - 75000 USD / Yearly
  • <p>We are looking for a detail-oriented Tax Analyst to support transactional tax compliance for a wholesale organization in Englewood, Colorado. This role focuses on preparing filings, maintaining accurate tax records, and helping ensure reporting reflects current regulations across multiple jurisdictions. The position also partners with finance and operational teams to research tax matters, address notices, and support audit-related activities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit sales and use tax filings with accurate payment support to meet all established deadlines.</p><p>• Complete assigned indirect tax returns, including specialized non-income tax filings such as beverage and dairy taxes, in accordance with jurisdictional requirements.</p><p>• Reconcile monthly tax accounts, investigate discrepancies, and take corrective action to resolve outstanding variances.</p><p>• Assist with state and local tax examinations by gathering documentation, analyzing data, and supporting follow-up actions tied to audit outcomes.</p><p>• Produce recurring and ad hoc transactional tax reports to support compliance, analysis, and internal reporting needs.</p><p>• Review and respond to tax notices in a timely manner, coordinating research and documentation needed for resolution.</p><p>• Collaborate with finance teams, facility accounting staff, and other business partners to understand transactions and promote accurate tax treatment.</p><p>• Track changes in tax laws and rates, research technical guidance, and apply findings to transactional tax reporting processes.</p><p>• Maintain organized tax records and support the ongoing administration of sales tax software to improve collection and reporting accuracy.</p><p><br></p><p>Benefits for the Tax Analyst includes a hybrid work schedule, competitive medical/dental/vision coverage, 401k with company match, paid holidays and PTO. </p>
  • 2026-06-05T00:00:00Z
Accounting and Financial Reporting Manager
  • Wayne, PA
  • onsite
  • Permanent / Full Time
  • 110000 - 130000 USD / Yearly
  • <p>Successful, global organization is looking to staff a full-time Accounting and Financial Reporting Manager with proven experience generating financial reporting packages and conducting technical accounting research. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, fixed asset management, balance sheet management, coordinate statement of cash flows, research and implement new accounting standards and technical accounting guidance. This Accounting and Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset.</p><p><br></p><p>How you will make an impact</p><p>·      Generate monthly, quarterly financial reports &amp; statements</p><p>·      Account Reconciliation </p><p>·      Prepare quarterly earnings communications</p><p>·      Coordinate internal and external audits</p><p>·      Build and establish strong client relationships</p><p>·      Complete trend and variance analysis</p><p>·      Perform financial forecasting</p><p>·      Monitor Compliance</p><p>·      Recommend areas for revenue generation</p><p>·      Assist with ad hoc projects</p>
  • 2026-06-09T00:00:00Z
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