We are looking for an experienced Senior Treasury Analyst to strengthen our treasury operations in Easton, Pennsylvania. This role will play a central part in managing global cash visibility, supporting payment controls, and improving forecasting accuracy across a multi-entity environment. The ideal candidate brings strong analytical judgment, confidence working with senior finance partners, and a proactive approach to streamlining treasury processes.<br><br>Responsibilities:<br>• Direct the daily preparation and final review of worldwide cash position reporting, ensuring accurate and timely distribution to leadership.<br>• Monitor electronic payment activity, authorize transfers as needed, and provide secondary approval support for complex or high-value transactions.<br>• Supervise daily cash reconciliations, resolve outstanding differences promptly, and escalate recurring operational concerns when necessary.<br>• Coordinate recurring treasury meetings across international business units, aligning regional finance teams on cash activity and funding needs.<br>• Evaluate monthly banking charges, highlight cost-saving opportunities, and summarize recommendations for treasury leadership.<br>• Maintain and enhance the 13-week global cash forecast by partnering with stakeholders across regions and legal entities.<br>• Administer global bank account changes, including account openings, closures, and signer updates, while ensuring adherence to internal controls and compliance standards.<br>• Guide entry-level treasury staff by providing daily oversight, coaching, and knowledge-sharing to strengthen team capability and continuity.<br>• Lead treasury-related projects such as process improvements, automation efforts, policy updates, and banking technology initiatives.<br>• Support the review and upkeep of treasury procedures, internal control documentation, scorecards, and other strategic assignments as needed.
<p>We are looking for a Financial Data Analyst to support analytical and data-focused work. This Long-term Contract position is well suited for an early-career candidate or entry-level applicant who is eager to build hands-on experience interpreting financial information, organizing numeric data, and contributing to reporting accuracy. The ideal candidate brings a strong foundation in financial markets, advanced Excel capability, and the ability to evaluate unstructured information with precision in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Review financial data sets and transform raw numeric information into clear, usable analysis for business and reporting needs.</p><p>• Examine unstructured text and supporting records to identify relevant financial details, trends, and exceptions.</p><p>• Prepare spreadsheets, summaries, and data outputs using advanced Microsoft Excel functions to improve accuracy and efficiency.</p><p>• Enter, validate, and reconcile high-volume financial information while maintaining strong attention to detail.</p><p>• Use financial platforms and analytical tools to research, organize, and interpret market-related data.</p><p>• Support reporting activities by compiling findings, checking data integrity, and highlighting inconsistencies for follow-up.</p><p>• Collaborate with internal stakeholders to clarify data requirements and ensure timely delivery of financial analysis.</p><p>• Assist with process-related tasks tied to financial data workflows, including updates associated with system or operational changes when needed.</p>
We are looking for a Financial Analyst to support business decision-making through insightful reporting, forecasting, and financial evaluation in Philadelphia, Pennsylvania. This position will focus on interpreting performance trends, building reliable models, and delivering timely analysis that helps leaders understand results and plan effectively. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to translate complex financial information into clear recommendations.<br><br>Responsibilities:<br>• Develop financial models and analytical tools to assess performance, support planning activities, and guide strategic decisions.<br>• Prepare recurring and ad hoc analyses that explain business results, highlight key trends, and identify areas requiring further review.<br>• Compare actual results against budgets and forecasts, investigate variances, and summarize findings for management stakeholders.<br>• Create reports and dashboards that present financial data in a clear, organized, and decision-ready format.<br>• Partner with cross-functional teams to gather inputs, validate assumptions, and improve the accuracy of financial projections.<br>• Evaluate financial outcomes and operational drivers to provide recommendations that strengthen budgeting and forecasting processes.<br>• Support special projects by conducting targeted analysis and presenting actionable insights to leadership.<br>• Maintain accuracy and consistency across financial data, reports, and modeling assumptions, including work performed in Elite 3E where applicable.
<p>The ERP Business Analyst serves as the primary liaison between business stakeholders and ERP delivery teams, specializing in a specific functional area of the business (e.g. Accounting & Finance, Supply Chain, Manufacturing, etc). This role bridges business needs and ERP system capabilities, translating complex requirements into scalable, value driven solutions. The analyst plays a key role in Company's SAP S4Hana implementations, enhancements, and ongoing optimization, ensuring alignment with business processes, enterprise standards, and strategic objectives.</p><p><br></p><p>Business Analysis & Process Design</p><p>• Partner with business leaders, business process leads and subject matter experts within the assigned domain to understand solution objectives, challenges, and regulatory/operational constraints.</p><p>• Elicit, analyze and document business requirements using interviews, workshops, and process reviews.</p><p>• Develop current state and future state, user stories, process maps, functional requirements, and business rules.</p><p>• Identify opportunities to standardize, streamline, and optimize business processes / workflows using ERP best practices in a regulated manufacturing environment.</p><p><br></p><p>ERP & SAP Functional Expertise</p><p>• Serve as the ERP functional expert for the assigned business domain, with strong working knowledge of SAP solutions relevant to that area.</p><p>• Translate business requirements into detailed functional specifications for SAP configuration, enhancements, and integrations.</p><p>• Collaborate with SAP configuration, development, integration, OCM and data teams to design end to end solutions.</p><p>• Advise stakeholders on SAP capabilities, limitations, design alternatives, and impacts to upstream, downstream and cross stream processes.</p><p><br></p><p>Project Delivery & Implementation Support</p><p>• Serve as a functional advisor on designs for Company's initial SAP S4H implementation.</p><p>• Support ERP initiatives across the full lifecycle: planning, design, build, test, training and deployment.</p><p>• Lead or support system integration testing (SIT) and user acceptance testing (UAT), including test case development, execution, and defect resolution.</p>
We are looking for a Senior Financial Analyst to join a high-performing finance team in Pennsylvania. In this role, you will work closely with operations leaders and senior management to deliver planning support, performance insights, and financial guidance that shape business decisions. This opportunity is well suited for someone in finance who enjoys combining analytical depth with cross-functional partnership in a manufacturing setting.<br><br>Responsibilities:<br>• Develop a strong command of the company’s operating model, product portfolio, and key financial drivers to improve analysis and recommendations.<br>• Collaborate with plant and business leaders to evaluate performance trends, model scenarios, and support informed decision-making.<br>• Interpret operating and financial data to identify meaningful trends, explain business results, and recommend practical actions.<br>• Monitor key performance indicators, investigate variances against budget and forecast, and prepare concise monthly performance commentary.<br>• Assess the financial impact of cost improvement initiatives and track results against expected savings.<br>• Create monthly reporting packages and presentation materials for leadership, highlighting risks, opportunities, and emerging priorities.<br>• Contribute to the annual budgeting and forecasting cycle through detailed analysis, forecasting support, and executive-ready presentations.<br>• Support product cost updates, capital investment evaluations, and business cases tied to process improvements, new offerings, capacity needs, or acquisition activity.<br>• Build and maintain financial models and deliver ad hoc analysis to support strategic and operational initiatives across the organization.
<p>We are looking for a skilled <strong>Financial Analyst / Senior Accountant</strong> to join our team in Reamstown, Pennsylvania. In this role, you will take on a critical position supporting both operational finance activities and strategic planning initiatives. This is a<strong> hybrid</strong> opportunity that requires a balance of analytical expertise and collaboration to drive organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and evaluate monthly plant performance, identifying variances and proposing actionable solutions to support operational and financial goals.</p><p>• Implement standardized processes and reporting practices in alignment with global finance standards, ensuring timely and accurate delivery of operational metrics and key performance indicators.</p><p>• Lead and contribute to corporate initiatives aimed at improving productivity, tracking project outcomes, and providing financial models to support business cases.</p><p>• Coordinate the Medium-Term Plan and Annual Budget processes, managing planning calendars, forecasting updates, and conducting scenario modeling and variance analysis.</p><p>• Collaborate in the month-end close process by reviewing results, conducting balance sheet analyses, and ensuring alignment with operational performance.</p><p>• Support <strong>inventory</strong> tracking and analysis to optimize cost management and operational efficiency.</p><p>• Conduct ad hoc financial analyses to address urgent business needs and provide actionable insights.</p><p>• Partner with cross-functional teams to drive continuous improvement initiatives and enhance overall financial performance.</p><p>• Assist in the adoption and rollout of financial systems and tools to improve reporting accuracy and efficiency</p>
<p>We are seeking a detail-oriented Financial Data Analyst to support financial data validation, quality control, reporting, and analysis. This role is well suited for someone with a strong foundation in finance, excellent Excel skills, and the ability to work accurately with large volumes of financial information.</p><p><br></p><p>Bilingual Korean fluency is required for this position. Candidates must be able to communicate effectively in both Korean and English in a professional business environment.</p><p><br></p><ul><li>Validate, update, and maintain financial data with a high level of accuracy.</li><li>Perform quality control checks and identify discrepancies in financial information.</li><li>Research and resolve data, calculation, and formula discrepancies.</li><li>Use Excel to organize, analyze, and report financial information.</li><li>Review company filings, financial statements, corporate events, and other financial data.</li><li>Support ongoing financial data and reporting projects.</li><li>Manage high-volume and repetitive data tasks efficiently while maintaining quality standards.</li><li>Adapt to changing priorities and time-sensitive workloads.</li><li>Communicate effectively with internal teams and business partners in both English and Korean.</li><li>Maintain organized documentation and follow established data-quality procedures.</li></ul><p><br></p>
<p>We are seeking a detail-oriented Financial Data Analyst to support financial data validation, quality control, reporting, and analysis. This role is well suited for someone with a strong foundation in finance, excellent Excel skills, and the ability to work accurately with large volumes of financial information.</p><p><br></p><p><br></p><ul><li>Validate, update, and maintain financial data with a high level of accuracy.</li><li>Perform quality control checks and identify discrepancies in financial information.</li><li>Research and resolve data, calculation, and formula discrepancies.</li><li>Use Excel to organize, analyze, and report financial information.</li><li>Review company filings, financial statements, corporate events, and other financial data.</li><li>Support ongoing financial data and reporting projects.</li><li>Manage high-volume and repetitive data tasks efficiently while maintaining quality standards.</li><li>Adapt to changing priorities and time-sensitive workloads.</li><li>Maintain organized documentation and follow established data-quality procedures.</li></ul><p><br></p>
<p>We are seeking a detail-oriented Financial Data Analyst to support data quality, research, and analysis initiatives. This role involves reviewing financial information, applying knowledge of financial concepts, and completing high-volume data-related tasks with a strong focus on accuracy and consistency.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Review and analyze financial documents, research materials, and related data.</li><li>Apply financial and accounting knowledge to evaluate and categorize information accurately.</li><li>Complete detailed, repetitive data review and annotation tasks in accordance with established guidelines.</li><li>Maintain consistent quality and attention to detail across high-volume workloads.</li><li>Collaborate with internal teams to meet project deadlines and quality standards.</li><li>Work independently while following established processes and procedures.</li></ul><p><br></p>
<p>We are seeking a detail-oriented Financial Data Analyst to support financial data validation, quality control, reporting, and analysis. This role is well suited for someone with a strong foundation in finance, excellent Excel skills, and the ability to work accurately with large volumes of financial information.</p><p>Bilingual Chinese fluency is required for this position. Candidates must be able to communicate effectively in both Chinese and English in a professional business environment.</p><p><br></p><ul><li>Validate, update, and maintain financial data with a high level of accuracy.</li><li>Perform quality control checks and identify discrepancies in financial information.</li><li>Research and resolve data, calculation, and formula discrepancies.</li><li>Use Excel to organize, analyze, and report financial information.</li><li>Review company filings, financial statements, corporate events, and other financial data.</li><li>Support ongoing financial data and reporting projects.</li><li>Manage high-volume and repetitive data tasks efficiently while maintaining quality standards.</li><li>Adapt to changing priorities and time-sensitive workloads.</li><li>Communicate effectively with internal teams and business partners in both English and Chinese.</li><li>Maintain organized documentation and follow established data-quality procedures.</li></ul><p><br></p>
<p>We are seeking a detail-oriented Financial Data Analyst to support financial data validation, quality control, reporting, and analysis. This role is well suited for someone with a strong foundation in finance, excellent Excel skills, and the ability to work accurately with large volumes of financial information.</p><p>Bilingual Japanese fluency is required for this position. Candidates must be able to communicate effectively in both Japanese and English in a professional business environment.</p><p><br></p><ul><li>Validate, update, and maintain financial data with a high level of accuracy.</li><li>Perform quality control checks and identify discrepancies in financial information.</li><li>Research and resolve data, calculation, and formula discrepancies.</li><li>Use Excel to organize, analyze, and report financial information.</li><li>Review company filings, financial statements, corporate events, and other financial data.</li><li>Support ongoing financial data and reporting projects.</li><li>Manage high-volume and repetitive data tasks efficiently while maintaining quality standards.</li><li>Adapt to changing priorities and time-sensitive workloads.</li><li>Communicate effectively with internal teams and business partners in both English and Japanese.</li><li>Maintain organized documentation and follow established data-quality procedures.</li></ul><p><br></p><p><br></p>
We are looking for a detail-oriented analyst to support quality oversight and speech analytics initiatives for a compliance-focused environment in Fort Washington, Pennsylvania. This Long-term Contract position will partner with business teams to turn call data into actionable insights, strengthen audit readiness, and improve monitoring programs. The role is well suited for someone who combines analytical thinking, strong communication skills, and hands-on experience with reporting tools and post-call review platforms.<br><br>Responsibilities:<br>• Design and refine speech and keyword searches that help uncover trends, exceptions, and potential compliance concerns within recorded interactions.<br>• Partner with cross-functional stakeholders to evaluate business processes, review audit selections, and recommend practical improvements based on findings.<br>• Lead conversations with managers and operational teams to clarify updates, reinforce expectations, and support adoption of revised procedures.<br>• Produce monitoring results and analytic insights that contribute to training materials and enterprise-wide education efforts.<br>• Maintain organized records and classification structures to support data accuracy, traceability, and dependable system performance.<br>• Prepare recurring and ad hoc reports, assist with workflow reviews, and document observations from quality and compliance audits.<br>• Investigate recurring issues by performing root cause analysis and identifying drivers behind underperforming categories or trends.<br>• Support internal departments with monthly audit activities, audit response coordination, and follow-up actions tied to findings.<br>• Collaborate with analysts on reporting enhancements, dashboard development, and data visualization improvements using tools such as Tableau.<br>• Provide day-to-day guidance to less experienced team members and serve as a knowledgeable resource for analytics and quality-related questions.
We are looking for a Business Analyst to join a contract opportunity with a path to a permanent role supporting supply chain and finance initiatives in Wayne, Pennsylvania. This position offers broad exposure to operational workflows, client connectivity efforts, enterprise applications, and innovative AI-driven business solutions. The ideal candidate will partner with stakeholders across business and technical teams to clarify needs, improve processes, and help drive successful project outcomes.<br><br>Responsibilities:<br>• Partner with senior analysts and cross-functional teams to support initiatives related to client setup, application rollouts, systems integration, and workflow enhancement.<br>• Elicit, organize, and document business and functional needs so stakeholders and technical teams share a clear understanding of project goals.<br>• Act as a central point of coordination among internal users, operations staff, external clients, vendors, and technology teams to keep work aligned and moving forward.<br>• Convert operational challenges and business objectives into practical, well-defined requirements that guide solution planning and execution.<br>• Facilitate user acceptance testing activities by preparing test scenarios, tracking outcomes, and investigating issues when results do not match expectations.<br>• Oversee several assignments at once while maintaining strong attention to detail, accurate documentation, and consistent follow-through.<br>• Analyze both day-to-day process details and larger business objectives, asking thoughtful questions to uncover gaps, risks, or incorrect assumptions.<br>• Contribute to projects involving supply chain operations, finance-related processes, and emerging AI applications where business value can be improved.
<p>We have partnered with a global provider on their search for a tech savvy, Sr. International Tax Analyst with the proven ability to operate independently and take ownership of responsibilities with minimal insight. The Sr. International Tax Analyst will be responsible for preparing quarterly and annual tax provisions, creating and implementing strategic tax planning, preparing and filing accurate and timely tax returns, assisting with merger and acquisition projects, identifying opportunities for tax savings, staying abreast of legislative and regulatory tax laws, reviewing tax projections, preparing tax-related financial disclosures, and conducting research on complex tax issues and providing guidance to management on tax implications. To be successful in this role, the Sr. International Tax Analyst must have in-depth knowledge of international tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Prepare and review tax calculations</p><p>· Identify and mitigate tax risks</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Develop tax strategies</p><p>· Assist with international tax and transfer pricing</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Manage and mentor members of tax team</p><p>· Complete IRS Forms and reporting schedules</p><p>· Oversee special tax related projects</p>
Technical Project Analyst Hybrid in Philadelphia, PA (4x/week) Contract through 12/31/26 with extensions likely <br> We are seeking a Technical Project Analyst to support a fast-paced technology program focused on product releases, trial management, and cross-functional coordination. This is an excellent opportunity for an early-career detail oriented with experience in technical environments who enjoys driving projects forward, managing operational processes, and collaborating with both business and technical stakeholders. The role supports product trial initiatives, release operations activities, and ongoing coordination across engineering and business teams. <br> Responsibilities: Manage and track incoming work requests and project tickets through Jira Coordinate follow-ups with stakeholders to ensure timely ticket progression and resolution Attend engineering meetings, office hours sessions, and project discussions; document outcomes and update tickets accordingly Support trial management activities for new product and platform initiatives Maintain project plans, status tracking, and program documentation within Smartsheet Facilitate weekly standups and project status meetings Assist with business process documentation and operational reporting Partner with business and technical teams to gather requirements, communicate updates, and support project execution Help translate business needs into functional requirements and track changes throughout project lifecycles Support release operations activities and coordination across multiple stakeholders
Our client is seeking an experienced Senior Data Operations Analyst to play a key role in transforming enterprise data into actionable business intelligence. This individual will help drive informed decision-making across underwriting, pricing, claims operations, fraud prevention, and customer experience initiatives while ensuring the organization's reporting environment remains accurate, reliable, and scalable. <br><br><br><br>The successful candidate will serve as a critical liaison between business stakeholders and technical teams, overseeing data validation, reporting accuracy, and data governance efforts across the organization. This role will be responsible for maintaining trusted data assets, identifying and resolving data quality issues, and supporting ongoing modernization initiatives through advanced analytics and reporting solutions. <br><br><br><br>Key Responsibilities<br><br>Maintain and validate centralized data repositories, ensuring data integrity, consistency, and timely availability. <br>Reconcile and verify data across source systems, data warehouses, semantic models, and reporting platforms.<br>Investigate data discrepancies and partner with Data Engineering and QA teams to implement sustainable solutions. <br>Design, develop, and support operational dashboards and reporting solutions using Power BI. <br>Assist with migration of legacy reporting processes to modern business intelligence platforms. <br>Manage datasets, semantic models, report distributions, and reporting governance processes. <br>Collaborate with business leaders to define reporting requirements and establish data standards. <br>Monitor reporting environments and batch processing activities, including month-end, quarter-end, and year-end operations. <br>Drive continuous improvement initiatives focused on operational efficiency, data quality, and reporting effectiveness.<br><br><br>Qualifications<br><br>Experience within the Property & Casualty insurance industry is required<br>Bachelor's degree in Data Science, Statistics, Actuarial Science, or a related discipline preferred. <br>8+ years of data analytics, data operations, or business intelligence <br>Strong technical skills in SQL, Python, Excel, ETL processes, data warehousing, and Power BI. <br>Experience with Microsoft Fabric and Medallion Architecture methodologies.<br>Working knowledge of insurance operations, rating structures, actuarial concepts, risk modeling, and regulatory requirements.<br>Ability to partner effectively with technical teams, business stakeholders, and cross-functional leadership groups. <br>Experience with Origami and/or DXC Assure Claims is a plus.
<p>Robert Half is looking for a detail-oriented Data Analyst to join a Financial Services organization based in the Philadelphia, Pennsylvania area on a contract basis with the potential for a permanent position. In this Data Analyst role, you will support transaction processing, documentation review, fraud screening, and customer-facing coordination to help move finance deals through to completion. The ideal Data Analyst candidate is comfortable working in a fast-paced environment, balancing accuracy with responsiveness while partnering with both internal teams and external business contacts. Put your talents to the test and get your career going in the right direction by clicking the apply button today. If you have any questions, please contact Robert Half at 215-568-4580 and mention job reference #03720-0013511486.</p><p><br></p><p>As a Data Analyst your duties will include but aren't limited too:</p><p>• Partner with business development teams to advance equipment finance transactions, resolve incomplete files, and help drive timely deal closure.</p><p><br></p><p>• Prepare, distribute, track, and maintain finance agreements and supporting records using electronic document platforms for approved transactions.</p><p><br></p><p>• Review executed contracts and funding packages to confirm completeness, accuracy, and compliance with established company policies and controls.</p><p><br></p><p>• Update transaction records in lending and CRM systems to ensure correct billing setup, servicing details, and documentation history.</p><p><br></p><p>• Communicate with customers, vendors, and brokers to address outstanding conditions, clarify agreement terms, and support closing requirements.</p><p><br></p><p>• Conduct welcome calls with new customers to verify key contract details and confirm documentation aligns with approved terms.</p><p><br></p><p>• Perform fraud reviews, due diligence checks, and funding authorization steps while documenting findings thoroughly.</p><p><br></p><p>• Create and issue purchase orders to third-party equipment dealers and provide status updates to internal stakeholders as needed.</p><p><br></p><p>• Contribute to audit readiness, follow internal control procedures, and assist with special projects requested by credit or operations leadership.</p>
<p>We have partnered with a fast-growing, p/e owned company on their search for a hands-on Tax Manager with proven knowledge of U.S. federal, state and local reporting requirements. The Tax Manager will be responsible for overseeing all tax-related responsibilities within the organization ensuring compliance with federal, state, and local tax laws. This role will involve managing the company’s tax planning and reporting activities, identifying tax-saving opportunities, advising on M&A projects, preparing quarterly and annual tax provision calculations, assisting with tax due diligence, and coordinating with external auditors and tax advisors. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Timely preparing and filing of all tax returns</p><p>· Identify and mitigate tax risks</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Develop tax strategies</p><p>· Prepare tax account journal entries</p><p>· Review and analyze financial statements</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Review staff tax transactions</p><p>· Oversee special tax related projects</p>
<p>An International Fortune Consumer Products company in Princeton seeks a Tax Manager with ten plus years of tax experience with a Top Tier CPA firm or an international company. Prior supervisor experience along with experience in tax compliance and planning for a multinational company is required. This is a hybrid position and will be in Princeton 2 to 3 days per week. This opportunity will be involved in compliance, planning, transfer pricing, etc. The Tax Manager will also be involved in the taxation issues relating to all investment transactions. The manager will also interface with general accounting and benefits in providing guidance on various tax issues. A CPA, and MST of JD is ideal along with a strong management experience in taxation. The company offers an excellent compensation and benefits package including Medical, Dental, and Vision, (including bonus and pension plan). To apply please E-Mail a resume in a Word format to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss. </p>
<p>Robert Half is seeking a Tax Manager to join our client's dynamic firm in the Philadelphia area. This Tax Manager position is ideal for a tax specialist who brings broad experience across corporate and pass-through entity compliance and can confidently manage complex reporting matters. The role offers meaningful independence while encouraging close collaboration with senior leaders and team members in a detail-oriented, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee federal tax compliance activities for corporations, partnerships, and disregarded entities, ensuring accurate and timely filings.</li><li>Manage state and local tax obligations and help clients remain aligned with applicable jurisdictional requirements.</li><li>Review international tax reporting matters, including treaty-based disclosures, withholding considerations, and foreign tax credit reporting.</li><li>Conduct technical tax research and apply findings to client-specific issues, preparing clear recommendations and documentation.</li><li>Partner with firm leadership and colleagues to deliver high-quality client service while independently managing assigned engagements.</li><li>Supervise multiple tax projects at once, maintaining deadlines, priorities, and quality standards across engagements.</li><li>Utilize tax compliance and engagement software, including CCH ProSystem fx, to prepare, review, and manage client work efficiently.</li></ul>
<p>We are looking for an experienced <strong>Tax Manager </strong>to join a client-focused team in Princeton, New Jersey. This role supports high-net-worth individuals and related entities through sophisticated tax compliance, planning, and financial reporting work. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to communicate clearly with clients, advisors, and internal stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage the preparation and submission of annual tax filings for individuals, partnerships, S corporations, gift tax matters, and private foundations.</li><li>Serve as a trusted point of contact for questions related to assets, liabilities, tax consequences of transactions, risk considerations, and estate planning coordination alongside legal counsel.</li><li>Develop forward-looking tax strategies that align with each client’s financial objectives, charitable goals, and estate planning priorities.</li><li>Partner with attorneys, employers, and other external advisors to address tax issues involving compensation, deferred income arrangements, equity awards, and related planning needs.</li><li>Produce or oversee recurring net worth statements, cash flow analyses, and customized financial reports using Excel and QuickBooks.</li><li>Support special client requests such as entity setup coordination, annual compliance-related filings, and transactions involving private foundation gifting.</li><li>Provide guidance on income tax exposure, residency and domicile considerations, charitable planning opportunities, and broader estate-related tax matters.</li></ul>
<p>We have partnered with a fast-growing, p/e owned company on their search for a hands-on Tax Manager with proven knowledge of U.S. federal, state and local reporting requirements. The Tax Manager will be responsible for overseeing all tax-related responsibilities within the organization ensuring compliance with federal, state, and local tax laws. This role will involve managing the company’s tax planning and reporting activities, identifying tax-saving opportunities, advising on M&A projects, preparing quarterly and annual tax provision calculations, assisting with tax due diligence, and coordinating with external auditors and tax advisors. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Timely preparing and filing of all tax returns</p><p>· Identify and mitigate tax risks</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Develop tax strategies</p><p>· Prepare tax account journal entries</p><p>· Review and analyze financial statements</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Review staff tax transactions</p><p>· Oversee special tax related projects</p>