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Tax Senior or Manager (Private Family Office)

Rockville, MD
onsite
Permanent / Full Time
120000.00 - 175000.00 USD / Yearly
Tax Senior / Tax Manager – Family Office | Rockville, MD (on-site)Are you a tax professional who enjoys variety, high-touch client work, and the opportunity to operate as a trusted partner in a sophisticated family office environment? We are seeking a strong Tax Senior or Tax Manager to work closely with leadership across a broad range of tax matters, supporting complex planning, compliance, and analysis for high-net-worth individuals and related entities. This is an ideal opportunity for someone who thrives in a highly collaborative, hands-on role and enjoys serving as a key resource across multiple areas of tax. You’ll step into a visible position with meaningful exposure to nuanced tax issues, strategic planning, and the day-to-day needs of a dynamic family office.What You’ll Do<ul><li>Partner closely with senior leadership on a wide range of tax matters.</li><li>Support high-net-worth individual tax compliance, analysis, and planning.</li><li>Assist with estate and trust tax matters.</li><li>Contribute to partnership tax work.</li><li>Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives.</li><li>Prepare tax calculations and projections.</li><li>Assist with tax analysis and planning projects.</li><li>Draft clear, professional tax memos, correspondence, and emails.</li><li>Track action items and manage follow-ups to ensure timely execution.</li><li>Potentially assist with private equity tax compliance matters.</li></ul>Why This Role<ul><li>Unique opportunity to work in a family office setting with broad exposure to complex personal and entity tax matters.</li><li>High-visibility role with close partnership to senior leadership.</li><li>Blend of compliance, planning, projections, and analysis.</li><li>Opportunity to expand into sophisticated areas including trusts, partnerships, and private equity-related tax work.</li><li>Collaborative environment where versatility, initiative, and strong judgment are highly valued.</li></ul>If you are a polished tax professional looking for a career move that offers breadth, impact, and exposure to complex private client tax matters, we’d love to hear from you.
2026-10-14T15:28:46Z

Wealth Management Tax Manager

Oakland, CA
remote
Permanent / Full Time
150000.00 - 225000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Tax Manager or Senior Manager | $150K–$225K + Bonus 📍 Hybrid 🚀 Multi-Family Office | UHNW Clients This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients. 💡 What You'll Do<ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul>
2026-11-09T05:58:42Z

Controller

New York, NY
onsite
Permanent / Full Time
145000.00 - 165000.00 USD / Yearly
Join a mission-driven organization as a Controller, where you'll play a key leadership role overseeing accounting operations, financial reporting, payroll, and compliance. This is an excellent opportunity for a hands-on accounting professional who enjoys managing a broad range of finance and operational responsibilities while leading a small team. What You'll Do<ul><li>Lead day-to-day accounting operations, including general ledger management, account reconciliations, and financial reporting.</li><li>Supervise and mentor accounting staff while ensuring accuracy and efficiency across the department.</li><li>Oversee accounts payable, cash receipts, payroll processing, and year-end tax reporting.</li><li>Manage benefits-related financial administration and support participant reporting processes.</li><li>Partner with external auditors and coordinate audit preparation and year-end documentation.</li><li>Maintain banking and vendor relationships, including insurance policies and service agreements.</li><li>Support office operations by overseeing facility-related contracts and administrative services.</li><li>Identify opportunities to improve processes, strengthen controls, and enhance operational efficiency.</li></ul>
2026-10-21T21:38:46Z

Accounting Manager

Woodbridge, NJ
onsite
Permanent / Full Time
140000.00 - 150000.00 USD / Yearly
Benefits:<ul><li>Competitive compensation and bonus opportunity</li><li>Comprehensive benefits package, including medical and 401k.</li><li>Hybrid work flexibility</li></ul> Growing CPA & Client Advisory Services Firm A rapidly growing CPA and Client Advisory Services (CAS) firm in Woodbridge, is seeking an experienced Accounting Manager to join their team. This is an excellent opportunity for an accounting candidate who enjoys working with a diverse client base, serving as a trusted advisor, and helping businesses improve their financial operations and reporting. The ideal candidate will have strong hands-on experience managing the accounting and financial reporting functions for multiple clients across various industries. Candidates with experience working in a CPA firm environment as an outsourced accountant or outsourced controller will be highly considered. Responsibilities<ul><li>Manage the monthly, quarterly, and annual close process for a portfolio of clients</li><li>Prepare and review financial statements and supporting schedules</li><li>Oversee general ledger activity, account reconciliations, and journal entries</li><li>Analyze financial results and provide meaningful insights to clients</li><li>Assist clients with budgeting, forecasting, cash flow management, and financial planning</li><li>Ensure compliance with accounting standards and internal controls</li><li>Support business process improvements and accounting system implementations</li><li>Collaborate with firm partners and staff to deliver exceptional client service</li></ul>
2026-10-26T12:34:09Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000.00 - 90000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T18:18:46Z

IT Service Desk Manager

Green Bay, WI
onsite
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
Robert Half is partnering with a company in the Green Bay area to help them hire an experienced IT Service Desk Manager. Technology is a critical part of the business, and this position plays a key role in making sure employees have reliable, secure, and well-supported systems to do their jobs. This person will lead the team responsible for end-user technology and support services while also driving infrastructure initiatives, operational improvements, and long-term technology planning. The role is a blend of people leadership, service delivery, project ownership, and infrastructure oversight. Success comes from building a strong team, maintaining high service levels, and identifying opportunities to improve both technology and processes across the organization. ResponsibilitiesYou'll oversee the day-to-day delivery of IT support services, ensuring issues are resolved efficiently and escalations receive appropriate attention. You'll help establish priorities for the team, monitor performance, and create an environment focused on accountability, collaboration, and continuous improvement. You'll also help guide infrastructure decisions and technology investments, balancing operational needs with long-term strategy. This includes evaluating new solutions, managing vendor relationships, participating in budgeting activities, and helping leadership make informed technology decisions. Project work is a significant part of the position. You'll partner with stakeholders to evaluate requests, prioritize initiatives, and move projects from planning through implementation. This includes participating in business continuity and disaster recovery efforts, technology lifecycle planning, and broader infrastructure initiatives. In addition, you'll work closely with teams across the business to improve processes, strengthen service delivery, and ensure IT remains aligned with organizational goals.
2026-10-23T22:13:45Z

Tax Manager

Oakbrook Terrace, IL
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
The salary range for this position is $130,000 - $150,000 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] In this hybrid role, you will oversee tax compliance and strategy while ensuring accuracy and adherence to regulations. This is an exciting opportunity to contribute your expertise in tax management within the investment advisory industry. Responsibilities:• Manage and oversee tax compliance processes for various entities, ensuring timely and accurate filings.• Develop and implement tax strategies to optimize organizational efficiency and minimize liabilities.• Review and prepare annual income tax provisions while maintaining compliance with applicable regulations.• Conduct audits and provide detailed analysis to ensure financial accuracy and transparency.• Utilize accounting software systems, such as CaseWare and CCH ProSystem Fx, to streamline tax-related operations.• Collaborate with internal teams to handle entity formation and registration processes.• Ensure adherence to local, state, and federal tax laws, including sales tax compliance.• Provide guidance and training to team members on best practices in tax management.• Monitor changes in tax legislation and implement necessary adjustments to processes.• Support financial reporting by integrating tax data with broader accounting functions.
2026-10-14T18:18:46Z

Senior Consultant GenAI

Boston, MA
onsite
Permanent / Full Time
150000.00 - 175000.00 USD / Yearly
Job title: Senior Associate, Portfolio GenAILocation: Boston, MA; 4 days in officeCompensation: $150-175k + Bonus We are looking for a Senior Associate / Consulltant GenAI to help advance AI-driven initiatives across a private equity-backed portfolio in MetroBoston. In this role, you will shape practical generative AI plans, guide high-impact use cases from evaluation through rollout, and support lasting adoption across portfolio companies. The position is well suited for an individual with consulting projects from a management consulting background. Your discipline and strong execution skills who can coordinate stakeholders, monitor progress, and help translate strategic objectives into measurable results. Your recent strategic AI emphasis is key.
2026-11-03T13:48:44Z

Data Scientist - B2C Consumer Trends

Richmond, VA
remote
Temporary / Contract
60.00 - 65.00 USD / Hourly
About the OpportunityWe're seeking a Data Scientist who thrives at the intersection of business strategy, marketing analytics, and statistical analysis. This role sits between a traditional Data Analyst and Data Scientist, focusing less on reporting and more on answering complex business questions that influence marketing investment decisions.You'll join a high-performing analytics team responsible for evaluating and optimizing one of the organization's largest performance marketing channels. The ideal candidate brings a strong background in B2C marketing analytics, paid search, experimentation, and statistical analysis, with the ability to translate ambiguous business problems into actionable recommendations. What You'll DoIn this role, you'll use data to influence marketing strategy and investment decisions across large-scale paid search programs.Key Responsibilities:<ul><li>Design and execute incrementality tests, holdout experiments, and pre/post analyses to measure the true business impact of paid search investments.</li><li>Build statistical frameworks to evaluate campaign performance and guide strategic decision-making.</li><li>Analyze large datasets using SQL and Python to uncover trends, performance drivers, and opportunities.</li><li>Develop recommendations regarding marketing spend allocation through ROI and marginal return analyses.</li><li>Translate complex business questions into structured analytical approaches and defensible recommendations.</li><li>Partner with marketing, analytics, and business stakeholders to influence investment and optimization strategies.</li><li>Create and maintain trusted reporting, dashboards, and performance measurement frameworks.</li><li>Validate findings, quality-check reporting, and challenge assumptions to ensure analytical rigor.</li><li>Support ad hoc analyses including:</li><li>Marketing budget optimization</li><li>Competitive performance analysis</li><li>Search engine algorithm impact assessments</li><li>Customer acquisition and conversion performance studies</li></ul>What a Typical Month Looks Like<ul><li>50% Ongoing performance management and campaign optimization</li><li>30% Strategic projects, experimentation, and deep-dive analysis</li><li>20% Team collaboration, stakeholder meetings, and team development</li></ul>
2026-11-06T18:28:41Z

CFO

Gurnee, IL
onsite
Permanent / Full Time
250000.00 - 300000.00 USD / Yearly
The salary range for this position is $250,000-$300,000 base plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. Relocation assistance is an option. To apply to this role please send your resume to [email protected] Time to bust out the sweaters and ditch the job that doesn’t pay you what you’re worth. SUMMARY: Responsible for the effective management, operation, results and strategic advancement of the Finance, Accounting, and Operations departments. Job Description: <ul><li>Manages the overall financial activities of the financial institution, including the preparation and interpretation of financial statements, asset liability management, investing and budgeting</li><li>Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives</li><li>Prepares all credit union financial statements in accordance with GAAP and applicable federal and state regulatory laws for financial reporting</li><li>Produces all financial and statistical reports for presentation to the Board of Directors</li><li>Provides management with analysis and advice on the financial implications of business activities</li><li>Responsible for the preparation of the annual budget along with financial forecasting</li><li>Provides CEO with recommendations to strategically enhance financial performance and business opportunities</li><li>Manages and optimizes the organization’s investment portfolio in order to achieve the organizational investment goals of liquidity, safety and return</li><li>Oversees and manages the preparation and submission of the 5300 Call Report</li><li>Prepares monthly reports and analysis to the ALCO committee</li><li>Reports financial results at monthly board meetings</li><li>Supervises the budget for the Finance, Accounting, and Operations departments to ensure they are consistent with the overall strategic plan and budget of the credit union</li><li>Negotiates significant vendor contracts and completes the vendor management process </li></ul>
2026-11-02T17:28:38Z

Senior Business Unit (BU) Accountant

Chicago, IL
onsite
Permanent / Full Time
95000.00 - 100000.00 USD / Yearly
The salary range for this position is $95,000 - $100,000 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] The sweater weather is nearly here! Want to be with a company that will ensure you get to enjoy the new season? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Job Description<ul><li>Oversee and manage the company’s revenue recognition in accordance with US GAAP standards.</li><li>Develop, document, and enforce robust accounting policies, procedures, and internal controls.</li><li>Work closely with sales, legal, and operations teams to review contracts and ensure proper revenue recognition.</li><li>Support month, quarter, and year end reporting activities for timely and accurate reporting</li><li>Prepare & review journal entries and account reconciliations</li><li>Actively participate in monthly balance sheet reviews working with the business and SSC</li><li>Investigate and resolve accounting issues</li><li>Support OneStream reporting to ensure it is performed timely and accurately</li><li>Ensure integrity and reliability of all financial transactions and that they are in accordance with US GAAP and company standards.</li><li>Support internal and external audit requests, and participate in efforts to remediate audit and control findings.</li><li>Document standard operating procedures and instructions surrounding accounting procedures.</li><li>Share best practices in accounting practices with others in the Accounting CoE and support the Accounting Manager to implement them within the team.</li></ul>
2026-10-23T14:24:09Z

Staff Accountant

Independence, IA
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
Staff Accountant | Grow Your Accounting Career Looking for more than just AP and AR? We're partnering with a company that is seeking a Staff Accountant who is eager to learn, take ownership, and grow their accounting career. If you're looking for an opportunity to gain exposure to month-end close, financial reporting, inventory analysis, process improvement projects, and general ledger accounting, this could be the perfect next step. What You'll Be Doing:✅ Manage AP, AR, invoicing, cash applications, and vendor payments✅ Assist with month-end close and account reconciliations✅ Analyze inventory and general ledger activity✅ Work directly with customers and vendors to resolve accounting discrepancies✅ Lead special projects focused on process improvements and efficiencies✅ Support financial reporting and help maintain accurate accounting records Why This Opportunity Stands Out:🌟 Work directly with an experienced Controller who enjoys mentoring and developing talent🌟 Gain hands-on exposure to the full accounting cycle🌟 Take ownership of meaningful projects that impact the business🌟 Opportunity to expand your accounting knowledge and grow professionally🌟 Manageable workload that allows you to focus on learning—not just processing transactions
2026-10-23T22:13:45Z

Office Assistant

Milan, IL
onsite
Temporary to Hire
18.00 - 20.00 USD / Hourly
Looking for a role where you can be the person who keeps everything running smoothly? We're partnering with a well-established local organization seeking a detail-oriented Front Office Assistant to support daily office operations. This position is ideal for someone who enjoys variety in their day, takes pride in accurate work, and thrives in a smaller team environment where reliability and initiative are valued. ScheduleMonday: 9:00a-6:00pTuesday-Thursday: 10:00a-6:30pFriday: 9:00a-5:00p What You'll Do<ul><li>Greet visitors and assist walk-in customers</li><li>Answer and route incoming phone calls</li><li>Process customer orders and make order updates as needed</li><li>Support operations by preparing paperwork and reconciling documentation</li><li>Coordinate with internal departments</li><li>Post customer payments</li><li>Maintain accurate records and data entry</li><li>Support office leadership with administrative projects and reports</li></ul>Why This Opportunity?<ul><li>Stable, established organization</li><li>Small team environment where your contributions make an impact</li><li>Variety of responsibilities across administration and customer service</li></ul>If you enjoy staying organized, supporting a team, and being the go-to person who helps keep an office operating efficiently, we'd love to connect with you.
2026-11-04T14:18:39Z

Director of Integrations - M&A

Chicago, IL
onsite
Permanent / Full Time
160000.00 - 185000.00 USD / Yearly
The salary range for this position is $160,000 - $185,000 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]. Fall is here! Let’s get you into a role with a company that will ensure you get to enjoy the sweater weather. Job Description: • Program Management: Develop and apply best-practice tools and processes for risk assessment, change control, due diligence, and integration. Prepare timely status reports, ensuring data accuracy and timely input from workstreams. • Integration Leadership: Lead end-to-end M& A integration efforts, from due diligence through post-close execution. • Strategic Alignment: Ensure acquired companies align with our strategic priorities and long-term goals. • Synergy Realization: Identify, track, and deliver cost savings, revenue opportunities, and operational efficiencies. Monitor deal performance and synergy realization in partnership with Corporate Development and Markets Finance vs. deal model. • Change & Cultural Management: Drive communication, employee engagement, and cultural integration to foster a unified organization. • Operational Alignment: Oversee onboarding/offboarding of systems, tools, and processes, ensuring smooth Day 1 and phased transitions. • Cross-Functional Collaboration: Partner with Finance, Legal, HR, IT, and Markets leadership to ensure timely and comprehensive execution. • Performance Tracking: Monitor progress against deal models, earnouts, and incentive structures; report status updates to leadership. • Sales & Pipeline Integration: Coordinate integration of sales and pipeline systems, tracking progress of M& A and high-value recruits vs. pro forma. • Continuous Improvement: Capture lessons learned from integrations to refine processes and improve future outcomes. • Ad hoc Support: Provide analysis and execution support across Corporate Development, FP& A, Markets Finance, and the Office of the CFO.
2026-10-27T17:04:05Z

Leasing Assistant

Cedar Rapids, IA
onsite
Temporary / Contract
18.00 - 19.00 USD / Hourly
Leasing Assistant (Contract)Cedar Rapids, IAJoin a Busy Property Management Team! Are you someone who enjoys helping people, staying organized, and providing excellent customer service? We are seeking a Leasing Assistant to support day-to-day leasing and administrative operations for a growing residential property portfolio in the Cedar Rapids area. This contract opportunity is ideal for someone who thrives in a fast-paced environment and enjoys building positive relationships with residents and prospective tenants.What You'll Do<ul><li>Welcome and assist prospective residents, answering questions and scheduling property tours</li><li>Support leasing activities including applications, lease paperwork, move-ins, and renewals</li><li>Respond to phone, email, and online inquiries in a timely and professional manner</li><li>Maintain accurate resident and prospect records within property management systems</li><li>Assist with resident communications and provide exceptional customer service</li><li>Coordinate with property management and maintenance teams to ensure a positive resident experience</li><li>Support general office, data entry, and administrative functions as needed</li></ul>
2026-10-30T21:38:43Z

Patient Access Specialist

Chattanooga, TN
remote
Temporary / Contract
19.00 - 22.00 USD / Hourly
Are you an experienced healthcare scheduling professional with strong Epic experience? We are partnering with a leading healthcare organization to identify three Remote Patient Schedulers who can provide immediate support across multiple clinic locations. This is an excellent opportunity to join a collaborative patient access team where your ability to efficiently manage scheduling requests, navigate Epic, and coordinate authorizations will directly impact patient access to care. Position OverviewAs a Remote Patient Scheduler, you will work from a centralized scheduling queue, assisting patients with appointment scheduling, referrals, and insurance authorizations across multiple specialty clinics. The ideal candidate is detail-oriented, customer-focused, and comfortable managing a high volume of work while maintaining exceptional accuracy. Key Responsibilities<ul><li>Manage incoming scheduling requests through Epic work queues</li><li>Schedule patient appointments across multiple clinic locations and specialties</li><li>Verify patient demographics and insurance information</li><li>Obtain, verify, and document referrals and insurance authorizations</li><li>Coordinate appointment availability with providers and clinic teams</li><li>Communicate appointment details, preparation instructions, and authorization requirements to patients</li><li>Ensure scheduling activities comply with payer and organizational guidelines</li><li>Accurately document all patient interactions within Epic</li><li>Maintain productivity and service-level expectations while delivering an exceptional patient experience</li></ul>If you have Epic experience and enjoy helping patients navigate their healthcare journey, we encourage you to apply immediately. These openings are moving quickly, and our client is actively interviewing qualified candidates now.
2026-10-30T00:23:45Z

Senior Wealth Advisor

Towson, MD
onsite
Permanent / Full Time
75000.00 - 150000.00 USD / Yearly
About the Opportunity Join a growing and highly respected wealth management team that is committed to delivering comprehensive financial guidance to high-net-worth individuals and families. This is an opportunity for a financial planning detail oriented who wants to do more than manage investments. You'll play a key role in helping clients navigate major financial decisions, develop long-term strategies, and achieve meaningful life goals. This position offers the chance to influence the future of a growing planning practice, work closely with experienced advisors, and serve as a trusted resource on sophisticated wealth planning topics. The right individual will thrive in a collaborative environment where expertise, initiative, and client impact are highly valued. What You'll Do Serve as a subject matter expert on advanced financial planning strategies Create and deliver customized financial plans tailored to each client's goals and circumstances Partner with advisors and clients to develop recommendations in areas including: Retirement income planning Tax-efficient wealth strategies Estate and legacy planning Charitable giving strategies Executive compensation and equity planning Risk management and asset allocation Participate in client meetings and provide clear, actionable financial guidance Stay current on tax, estate, retirement, and investment planning developments Help enhance and evolve the firm's financial planning capabilities and client experience Collaborate across the team to ensure planning recommendations are implemented effectively Contribute thought leadership and educational content focused on personal financial wellbeing
2026-10-20T14:34:09Z

Accounts Receivable Clerk

Brea, CA
onsite
Permanent / Full Time
55000.00 - 60000.00 USD / Yearly
Accounts Receivable Specialist – Brea, CAAre you an experienced Accounts Receivable professional looking to join a growing and stable organization? Our client in Brea is seeking a detail-oriented Accounts Receivable Specialist with NetSuite experience to support their accounting team and help drive efficient cash flow operations. This is an excellent opportunity for someone who enjoys building relationships, resolving issues, and making a direct impact on the financial success of the business.What You'll Do:<ul><li>Process daily cash receipts and apply payments accurately to customer accounts</li><li>Generate and distribute customer invoices in a timely manner</li><li>Monitor aging reports and follow up on outstanding balances</li><li>Research and resolve billing discrepancies, payment issues, and account inquiries</li><li>Reconcile customer accounts and maintain accurate records</li><li>Collaborate with internal departments to ensure timely invoice processing and collections</li><li>Assist with month-end close activities related to accounts receivable</li><li>Support reporting and maintain strong internal controls over receivables</li></ul>What We're Looking For:<ul><li>2+ years of Accounts Receivable experience</li><li>Experience working in NetSuite is highly preferred</li><li>Strong understanding of billing, cash applications, and collections</li><li>Excellent communication and customer service skills</li><li>Strong attention to detail and organizational abilities</li><li>Proficiency with Microsoft Excel and accounting systems</li><li>Ability to prioritize tasks and thrive in a fast-paced environment</li></ul>Why Consider This Opportunity?<ul><li>Stable and growing company with a strong market presence</li><li>Collaborative and supportive accounting team</li><li>Opportunity to play a key role in the company's financial operations</li><li>Competitive compensation and benefits package</li><li>Convenient Brea location</li><li>Career growth potential within the organization</li></ul>If you're looking for an opportunity where your Accounts Receivable expertise and NetSuite experience can make an immediate impact, we'd love to speak with you. Apply today to learn more about this exciting opportunity. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013523548
2026-10-09T21:08:46Z

Accounting Manager

Baltimore, MD
onsite
Permanent / Full Time
110000.00 - 135000.00 USD / Yearly
Join a mission-driven organization with exceptional employee tenure, a collaborative culture, and a long-standing reputation for excellence!Are you a hands-on accounting leader who enjoys balancing day-to-day execution with staff development, process improvement, and high-quality financial reporting?Our client, a well-established nonprofit organization, is seeking an Accounting Manager to join its team. This is an outstanding opportunity for an accounting manager who wants to make an impact in a values-driven environment known for employee loyalty, stability, and strong leadership. This role offers meaningful visibility within the finance function, the opportunity to mentor staff, and the chance to contribute to a meaningful organization. Reporting to the Controller and the CFO, the Accounting Manager will supervise a team of 3–4 accounting professionals and play a key role in strengthening accounting operations, financial reporting, internal controls, compliance, and finance support across U.S. operations. What makes this opportunity attractive:* Join an established nonprofit with an impressive reputation and mission-centered culture* Work for an organization known for long employee tenure and leadership stability* High-visibility role with interaction across leadership* Opportunity to lead, coach, and develop a talented accounting team* Broad scope across accounting operations, reporting, compliance, payroll review, audit support, and process improvement* Ideal next step for a strong accounting professional coming from public accounting or a complex nonprofit/accounting environment Key Responsibilities:<ul><li>Review and prepare financial statements, reconciliations, supporting schedules, journal entries, accruals, allocations, and related analysis</li><li>Lead the monthly and year-end close processes for accounting operations</li><li>Ensure accuracy, timeliness, and completeness of workpapers and month-end deliverables</li><li>Maintain strong internal controls and high standards of financial reporting</li><li>Partner with finance leadership on audit preparation and external audit support</li><li>Support cross-functional finance initiatives and special projects as needed</li><li>Support financial activities tied to programs and grant-related operations</li><li>Assist with budget review, reporting, and financial monitoring</li><li>Supervise, coach, and develop a team of accounting professionals</li><li>Help manage reporting requirements tied to funding sources and other compliance obligations</li><li>Develop, update, and maintain accounting procedures, process documentation, and internal policy support materials</li></ul>If you are looking for an Accounting Manager opportunity where you can combine accounting, team leadership, and meaningful mission-driven work in a stable, highly respected organization, this is a role worth exploring! You’ll join a team that values professionalism, collaboration, and long-term commitment—and you’ll have the chance to make a visible impact! Apply today to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf.
2026-10-29T17:54:03Z

Accounting Analyst | Investment Management | $115K–$130K

San Jose, CA
remote
Permanent / Full Time
115000.00 - 130000.00 USD / Yearly
Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team.This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-11-09T06:33:42Z

Associate Wealth Advisor

San Jose, CA
remote
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Associate Wealth Advisor | $80K–$95K + Discretionary Bonus📍 Hybrid🚀 Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies. They're looking for an Associate Wealth Advisor to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships. This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience. The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships. 💡 What You'll Do<ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul>
2026-11-09T18:43:42Z

Associate Wealth Advisor

San Mateo, CA
remote
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Associate Wealth Advisor | $80K–$95K + Discretionary Bonus📍 Hybrid🚀 Growing Wealth Management Firm | Financial Planning | Client Advisory | Career Growth I'm working with a growing wealth management firm that helps successful individuals, families, and business owners navigate their financial futures through personalized financial planning and investment strategies. They're looking for an Associate Wealth Advisor to work directly alongside senior advisors, supporting financial planning, investment management, and client relationships. This is more than a traditional client service role. You'll be involved in building financial plans, analyzing client portfolios, participating in client meetings, and helping drive the overall client experience. The opportunity offers excellent exposure to all aspects of wealth management, hands-on mentorship from senior leadership, and the potential to eventually manage your own client relationships. 💡 What You'll Do<ul><li>Partner directly with senior advisors to support financial planning and wealth management initiatives</li><li>Build customized financial plans and investment strategies using industry-specific planning software</li><li>Participate in client meetings, prepare agendas, take notes, and manage follow-up action items</li><li>Review financial documents, including income, expenses, insurance policies, and investment information</li><li>Analyze financial data and spreadsheets, identify discrepancies, and ensure accuracy across client accounts</li><li>Support insurance planning, including life, disability, and long-term care proposals</li><li>Manage client onboarding, account openings, transfers, and ongoing account maintenance</li><li>Maintain CRM records and coordinate with custodians, broker-dealers, and external partners</li><li>Help improve financial planning workflows, client reporting, and overall operational processes</li></ul>
2026-11-09T18:38:41Z

Accounting Analyst | Investment Management | $115K–$130K

San Francisco, CA
remote
Permanent / Full Time
115000.00 - 130000.00 USD / Yearly
Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team.This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-11-09T06:28:55Z

Accounting Analyst | Investment Management | $115K–$130K

San Mateo, CA
remote
Permanent / Full Time
115000.00 - 130000.00 USD / Yearly
Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team.This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-11-09T06:33:42Z

Office Manager - Financial Services

Troy, NY
onsite
Temporary to Hire
24.00 - 28.00 USD / Hourly
Looking for a role where you can stay busy, make an impact, and be part of a small, professional team? We're partnering with a reuputable, growing tax and financial services firm in the Capital Region seeking a friendly, organized, and detail-oriented Office Manager to support their team. This is a great opportunity for someone who enjoys helping people, keeping things organized, and working in a professional office environment where no two days are exactly the same. If you're looking for an opportunity to learn the ins and outs of financial advising and tax support while building strong client relationships and keeping a busy office running smoothly, we'd love to talk with you! What You'll Be Doing:<ul><li>Welcome clients and provide a positive, professional experience in person, over the phone, and through email</li><li>Schedule appointments and manage calendars</li><li>Organize and maintain client files, records, and documentation</li><li>Assist with assembling tax returns, financial reports, and supporting paperwork</li><li>Collect client information, signatures, and required documentation</li><li>Scan, copy, file, and manage electronic documents</li><li>Process incoming and outgoing mail and correspondence</li><li>Assist with light bookkeeping, billing, payments, and deposits</li><li>Support tax preparers and financial professionals with administrative and client service tasks</li><li>Help keep the office running smoothly during busy tax-season periods</li></ul>What We're Looking For:<ul><li>Previous administrative, office support, customer service, or receptionist experience</li><li>Strong attention to detail and organizational skills</li><li>Comfortable using Microsoft Word, Excel, and Outlook</li><li>Excellent communication and people skills</li><li>Ability to maintain confidentiality and professionalism</li><li>Experience in a tax office, accounting firm, financial services office, or bookkeeping environment is a plus</li><li>Positive attitude and willingness to jump in where needed</li></ul>Why You'll Love It Here:<ul><li>Friendly, supportive team environment</li><li>Stable full-time schedule</li><li>Opportunity to learn and grow within the financial services industry</li><li>Variety in your day and meaningful client interaction</li><li>Additional hours available during busy tax season</li></ul>Interested in learning more?Apply today and contact Mary Christman or Kara Lyon at 518-462-1430 if you're looking for a professional office role where strong organization, customer service, and attention to detail make a difference every day! We look forward to speaking with you soon!
2026-10-13T15:48:46Z

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