<p>Senior Administrative Assistant, Member Services~Trade Association Washington, D.C </p><p> $95k-105k , 401(k), great benefits, career growth! </p><p><br></p><p>We are looking for a dedicated Senior Administrative Assistant, Member Services to join our team in Washington, District of Columbia. This role offers an exciting opportunity to provide high-level administrative support to the government relations office of a trade association. The ideal candidate will excel in coordinating meetings, managing schedules, and facilitating member services, while demonstrating attention to detail and strong organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and schedule meetings, including those held on Capitol Hill, ensuring smooth logistical planning.</p><p>• Arrange travel itineraries and manage calendars for senior executives, maintaining accuracy and efficiency.</p><p>• Support member services by preparing engaging PowerPoint presentations and other materials.</p><p>• Oversee office operations, including vendor management and maintaining positive, detail-oriented relationships.</p><p>• Act as a liaison between staff and the executive office, fostering effective communication.</p><p>• Organize logistics for member meetings and events to ensure successful execution.</p><p>• Collaborate with government relations teams to enhance member outreach initiatives.</p><p>• Handle administrative tasks such as data entry and invoice processing with precision.</p><p>• Maintain a high level of confidentiality while dealing with sensitive information.</p><p>• Provide comprehensive support to executive leadership for various projects and responsibilities.</p><p><br></p><p>All interested candidates in this role and other opportunities in administrative and executive support please send your resume to Justin Decker via LinkedIn. </p>
We are looking for a Medical Office Assistant to join our team in Hyattsville, Maryland. In this long-term contract position, you will play a vital role in supporting the administrative needs of our healthcare facility, contributing to the smooth operation of both patient and office processes. If you have a background in clerical tasks and enjoy working in a collaborative environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Handle receipt and deposit entries to ensure accurate financial records.<br>• Assist in managing the Resident Fund System, maintaining compliance and organization.<br>• Process and review statements, invoices, and insurance verifications with attention to detail.<br>• Oversee census management, billing operations, and collections efforts.<br>• Track Medicaid statuses and maintain updated patient files.<br>• Perform receptionist duties, such as answering inbound calls and greeting visitors.<br>• Scan and organize essential documents to streamline office workflows.<br>• Provide clerical support to ensure efficient daily operations.<br>• Collaborate with team members to maintain a welcoming and detail-oriented environment.
<p>We are looking for an Accounting Associate with strong attention to detail to join our team in York, Pennsylvania. In this role, you will handle accounts payable tasks while supporting various financial operations such as reconciliations, expense management, and vendor relations. This is an excellent opportunity for someone with a solid background in accounting to contribute to a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payables.</p><p>• Build and maintain effective relationships with vendors.</p><p>• Assist with expense reimbursements and reconcile corporate credit card transactions.</p><p>• Record and post receipts to maintain accurate financial records.</p><p>• Perform monthly reconciliations.</p><p>• Provide support to the accounting team including billing, journal entries, month end close and tax reporting. </p>
<p>The Administrative Coordinator provides high-level administrative support to ensure efficient office operations and departmental coordination.</p><p> Responsibilities include organizing schedules, managing communications, preparing reports, and maintaining records.</p><p> The ideal candidate has excellent communication, organizational, and multitasking skills, along with proficiency in Microsoft Office Suite.</p><p> </p><p><br></p>
We are looking for an experienced HR Business Partner to join our team on a contract basis in Washington, District of Columbia. In this role, you will play a key part in supporting and enhancing HR operations, ensuring compliance with local laws, and assisting with payroll and benefits administration. This is an exciting opportunity to contribute to a growing organization and help refine HR policies and procedures.<br><br>Responsibilities:<br>• Update the employee handbook to ensure compliance with Washington, DC employment laws.<br>• Manage bi-weekly payroll processes using iSolved, ensuring accuracy and timeliness.<br>• Assist with onboarding new hires, including drafting offer letters and conducting reference checks.<br>• Oversee benefits administration, including open enrollment and 401k plans.<br>• Conduct performance management and employee relations activities to support organizational goals.<br>• Ensure compliance with employment laws by reviewing and updating policies and procedures.<br>• Maintain and update timesheets, ensuring proper record-keeping and reporting.<br>• Support the development and implementation of pay scales and compensation structures.<br>• Advise on HR best practices and help align organizational policies with legal requirements.<br>• Assist with other HR administrative tasks to support the team’s growing needs.
<p>Robert Half is seeking a detail-driven <strong>Property Accountant</strong> who thrives in a fast-paced, growth-oriented environment. Ideally looking for a candidate with a few years of foundational accounting experience at the Staff Accountant level. If interested, please apply and contact Cody Marshall at Robert Half to learn more. </p><p><br></p><p><strong>What You’ll Do</strong></p><p>As our Property Accountant, you will play a pivotal role in ensuring accurate, timely financial reporting and supporting the financial health of our properties. You will:</p><ul><li>Manage day-to-day accounting for assigned property portfolio(s), including bank reconciliations, and general ledger maintenance</li><li>Prepare monthly, quarterly, and annual financial statements</li><li>Monitor property cash flow</li><li>Review and analyze variances, providing meaningful insights to property managers and leadership</li><li>Support budgeting, forecasting, and reconciliation process</li><li>Monitor lease activity, verifying rent rolls and ensuring compliance with lease terms</li><li>Assist with year-end audits and tax-related documentation</li><li>Partner closely with operations teams to streamline processes and enhance financial performance</li></ul><p><br></p>
We are looking for a detail-oriented Property Administrator to join our team on a contract basis in Brooklyn, Maryland. This role involves managing administrative duties related to leasing, tenant relations, and property operations. The ideal candidate will bring strong organizational skills and a collaborative approach to ensure smooth day-to-day operations.<br><br>Responsibilities:<br>• Assist tenants with inquiries and concerns, providing excellent customer service.<br>• Support leasing activities, including coordinating showings and processing applications.<br>• Manage administrative tasks related to parking assignments and tenant communications.<br>• Utilize accounting software systems to oversee billing, accounts payable, and accounts receivable.<br>• Maintain accurate records of financial transactions and budget processes.<br>• Collaborate with the property management team to streamline operational tasks.<br>• Ensure compliance with property regulations and policies.<br>• Generate reports and summaries using CRM and management systems.<br>• Monitor and address maintenance requests in a timely manner.<br>• Facilitate regular updates and communication with tenants to foster positive relationships.
<p>We are looking for a dedicated Accountant to join our client in York, Pennsylvania. This position is essential to ensuring accurate financial reporting and analysis, enabling strategic decision-making across the company. The ideal candidate will thrive in a dynamic environment and bring a strong attention to detail, analytical skills, and the ability to collaborate effectively with cross-functional teams.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and consolidate financial statements, including monthly profit and loss reports, cash flow summaries, and other key financial documents for multiple divisions.</p><p>• Oversee month-end and year-end closing activities, such as reconciliations, analysis, and preparation of supporting schedules.</p><p>• Analyze financial data to create forecasts and models that aid in operational and strategic planning.</p><p>• Present monthly financial results to management.</p><p>• Lead the preparation and development of the annual budget, ensuring accuracy and alignment with company goals.</p><p><br></p>
We are seeking an experienced Accounts Payable Specialist to join our team in Ashburn, Virginia. In this role, you will oversee essential financial processes, ensuring accuracy and efficiency in managing accounts payable operations. This is a long-term contract position offering a hybrid work schedule, with the possibility to transition from part-time to permanent employment.<br><br>Responsibilities:<br>• Manage the entire accounts payable cycle, including invoice coding, processing, and payment approvals.<br>• Scan, organize, and maintain financial documents to ensure accurate record-keeping.<br>• Issue checks and oversee Automated Clearing House (ACH) payments in accordance with company policies.<br>• Perform bank reconciliations to ensure consistency between financial records and actual accounts.<br>• Generate detailed financial reports and update spreadsheets to support decision-making processes.<br>• Utilize Microsoft Great Plains Accounting software for transaction management and reporting.<br>• Ensure proper account coding and invoice categorization to maintain accurate financial records.<br>• Collaborate with internal teams to resolve discrepancies and improve workflow efficiency.<br>• Support hybrid work schedules, maintaining productivity both in-office and remotely.
<p>My client in Loudon County, VA, a well-respected, well-established, and growing ($2B+ in revenue) construction company, is looking for a detail-oriented project accountant to join their team. This role focuses on managing financial operations for construction projects, ensuring accurate cost tracking, compliance, and profitability analysis. You will be assigned a very large construction project along with smaller less complex projects. This job is primarily onsite 4-5 days. This is a project accountant position and the company favors candidates with construction experience.</p><p><br></p><ul><li><strong>Project Billings</strong>: Compile, prepare, and analyze monthly project billings in accordance with contract requirements.</li><li><strong>Financial Analysis</strong>: Perform financial analysis and reconcile project costs against the project budget.</li><li><strong>Vendor Compliance Management</strong>: Oversee vendor compliance, including managing insurance, lien waivers, retention, and W-9s.</li><li><strong>Cost Tracking and Reporting</strong>: Produce and analyze job performance and profitability through job cost tracking reports.</li><li><strong>Status Reporting and Budget Maintenance</strong>: Assist in the preparation of status reports while maintaining accurate project statuses and budget information.</li><li><strong>Issue Resolution</strong>: Identify and resolve both basic and complex project-related accounting issues in a timely manner.</li></ul><p><br></p><p>If you are interested in this position, please apply to this posting or send your resume in confidence to Cesario Brooks. Find me on LinkedIn.</p>
<p>We are looking for an experienced Recruiter to join our team on a contract basis. In this role, you will take charge of full-cycle recruitment efforts, from sourcing to onboarding, while maintaining strong relationships with candidates and internal teams. This position is based in Virginia and offers an exciting opportunity to contribute to the growth and success of our organization.</p><p>Responsibilities:</p><p>• Develop and implement tailored sourcing strategies to identify and engage passive candidates using various recruitment tools and platforms.</p><p>• Manage the entire recruitment lifecycle, including sourcing, screening, coordinating interviews, extending offers, and assisting with onboarding processes.</p><p>• Create and maintain talent pipelines by mapping out potential candidates for current and future hiring needs.</p><p>• Keep accurate and thorough records of candidate interactions, interview feedback, and status updates within applicant tracking systems.</p><p>• Collaborate with internal teams to align recruitment efforts with organizational goals and contribute to special projects as needed.</p><p>• Handle 50-75 inbound and outbound calls daily to connect with potential candidates and manage recruitment communications.</p><p>• Respond promptly to incoming inquiries and maintain the call queue to ensure efficiency in recruitment operations.</p><p><br></p>
We are looking for an experienced Payroll Specialist to join our team in Rockville, Maryland. In this role, you will manage payroll operations, ensuring accurate and timely processing for employees across multiple states. This position requires a high level of attention to detail and a strong understanding of payroll systems and regulations.<br><br>Responsibilities:<br>• Process full-cycle payroll for employees, ensuring accuracy and compliance with all federal, state, and local regulations.<br>• Handle multi-state payroll operations, addressing unique requirements for each jurisdiction.<br>• Utilize ADP Workforce Now to manage payroll functions efficiently and effectively.<br>• Maintain and update employee payroll records, including tax forms, deductions, and direct deposit information.<br>• Prepare and distribute payroll reports to management, highlighting key data and trends.<br>• Address and resolve payroll-related inquiries from employees in a timely and detail-focused manner.<br>• Ensure compliance with payroll policies, procedures, and best practices.<br>• Collaborate with other departments to ensure accurate data sharing and reporting.<br>• Support audits by preparing necessary documentation and responding to inquiries.<br>• Stay updated on changes in payroll laws and regulations to maintain compliance.
<p>We are looking for an experienced Controller to oversee the financial operations of a growing construction company based in Ashburn, Virginia. This role involves managing all aspects of accounting, payroll, and project-based financial activities to ensure accurate reporting and budgeting. The ideal candidate will thrive in a hands-on environment and bring a strong background in construction accounting as well as proficiency with Sage 300 (Timberline).</p><p><br></p><p>Responsibilities:</p><p>• Manage full-cycle general ledger accounting, ensuring accuracy and compliance with relevant standards.</p><p>• Oversee payroll processes, including automated payroll systems, to ensure timely and efficient operations.</p><p>• Handle project accounting tasks, including tracking costs and revenues for construction projects.</p><p>• Prepare detailed financial reports and budgets to support organizational goals.</p><p>• Administer AIA billing processes, ensuring proper documentation and timely submissions.</p><p>• Utilize Sage 300 software to streamline accounting functions and maintain financial records.</p><p>• Collaborate with project managers to monitor financial performance and address variances.</p><p>• Conduct regular audits and reconciliations to maintain the integrity of financial data.</p><p>• Provide strategic insights based on financial analysis to guide decision-making.</p><p>• Ensure compliance with all applicable regulations and standards within the construction field.</p>
<p>Our client is an well-established construction business with growing operations that is seeking a Senior Cost Analyst to join their expanding team in Arlington, Virginia. This role is integral to the construction accounting team, focusing on cost management, budgeting/forecasting, financial reporting, and collaboration with project executives. The ideal candidate will bring expertise in analyzing budgets and providing accurate projections to support decision-making and organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive reviews and updates of budgets and job status reports for multiple construction projects on a monthly basis.</p><p>• Deliver monthly profit projections and create dashboards to provide actionable insights for management.</p><p>• Facilitate job status meetings with stakeholders and project teams to ensure accurate and timely reporting.</p><p>• Provide guidance to entry-level cost engineers and other team members, fostering skill development and knowledge sharing.</p><p>• Train office and field staff in the use of project management software, ensuring efficient system utilization.</p><p>• Prepare and compile various monthly financial reports for senior leadership and company executives.</p><p>• Analyze project costs to identify risks, opportunities for savings, and implement mitigation strategies.</p><p>• Assist in the preparation of new construction project proposals, providing detailed cost analysis and recommendations.</p><p>• Support project executives in managing subcontractor agreements, change orders, and cost reporting.</p><p>• Audit and reconcile project performance using specialized project management software to ensure accuracy and compliance.</p>
<p>The Town Clerk operates as the primary administrative support for local government operations. This role requires strong independence, attention to detail, and the ability to manage multiple responsibilities, including preparing agendas and minutes, maintaining official records, coordinating elections, supporting public inquiries, and handling various administrative functions. The Town Clerk must be able to attend evening meetings as needed.</p>
<p>This is an exciting opportunity to join a <strong>mission-driven organization</strong> and work on a <strong>small but dynamic web engagement across multiple platforms</strong>, including <strong>Umbraco, Cvent, HubSpot, WordPress (legacy), and HiveBrite</strong>. The role is ideal for someone who loves <strong>managing and improving web content</strong>, translating design files into polished, responsive pages, and supporting content migrations that ensure a seamless user experience.</p><p>As part of this contract, you’ll be working alongside a creative and collaborative team, including <strong>Creative Operations, project managers, designers, and IT</strong>, helping maintain the Client’s web presence and supporting projects that directly impact the organization’s mission.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Enter, update, and maintain web content across multiple platforms, including images, links, text, and multimedia.</li><li>Implement <strong>approved designs using HTML and CSS</strong> and ensure pages are responsive, accessible, and on-brand.</li><li>Translate design files from Adobe XD or Photoshop into functional web pages that align with Client’s branding.</li><li>Assist with content migration projects, including moving legacy WordPress content to HiveBrite.</li><li>Collaborate closely with the creative, digital, and IT teams to ensure web updates and migrations are smooth and accurate.</li><li>Provide guidance on platform-specific needs and priorities, helping the team make informed decisions.</li><li>Potentially support creative project management tasks, depending on team needs and workload.</li></ul>
<p>Are you an accounting professional with at least 2 years of <strong>property accounting</strong> experience, a keen eye for detail, and a passion for supporting teams in dynamic environments? We’re looking for a talented and dedicated <strong>Property Accountant</strong> to play a vital role in maintaining financial accuracy, ensuring tax compliance, and supporting ongoing financial operations across our diverse portfolio of residential properties. In this role, you’ll be a key contributor to the financial health of the organization, working closely with property managers, the accounting team, and leadership. If you’re skilled in GAAP principles, process improvement, and enjoy collaborative environments, this position offers a fantastic opportunity to grow your career in property accounting. My client is a family-owned business with an existing portfolio of residential and commercial properties as well as several in development. This is a great opportunity to join a smaller organization where most employees have been for 10+ years and have opportunities to get involved in and learn multiple areas of accounting. This is an on-site position with core hours being 9-5.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and/or review <strong>bank reconciliations</strong>, ensuring accuracy and timeliness.</li><li>Generate <strong>monthly GAAP financial statement packages</strong> for managed property portfolios.</li><li>Prepare <strong>account reconciliation schedules</strong> and supporting documentation, including roll-forwards and detailed analysis of balance sheet accounts (A/R, prepaids, fixed assets, accrued liabilities, etc.).</li><li>Complete <strong>month-end GL property close</strong> by collaborating with A/P and A/R teams to ensure income and expenses are properly classified.</li><li>Manage <strong>quarter-end accruals</strong> and GL reconciliations for assigned property portfolios.</li><li>Collaborate with property managers to support <strong>budgeting, planning/forecasting</strong>, and variance analysis throughout the year.</li><li>Assist in the year-end GL close and work with external partners to complete annual financial audits and tax return preparation.</li><li>Coordinate the preparation of year-end workpapers and assist outside accountants with audit filings.</li><li>Partner with the Controller to ensure compliance with HUD, investor, and federal/state regulations, including tax filings.</li><li>Develop a deep understanding of all accounting processes for managed properties and lead efforts for continuous process improvements.</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Senior Accountant to join our team in Vienna, Virginia. This is a long-term contract position ideal for someone who excels in full-cycle accounting processes and leadership responsibilities. The role involves overseeing accounting operations, ensuring accuracy in financial reporting, and mentoring entry-level staff. This role reports to the CFO.</p><p><br></p><p>Responsibilities:</p><p>• Manage full-cycle accounting processes, including month-end close, reconciliations, and financial reporting.</p><p>• Supervise and guide staff accountants, reviewing journal entries and providing constructive feedback.</p><p>• Ensure compliance with accounting standards and practices during audits and reporting.</p><p>• Perform detailed account and bank reconciliations to maintain financial accuracy.</p><p>• Approve journal entries and oversee the general ledger to ensure data integrity.</p><p>• Collaborate with internal teams to streamline accounting workflows and processes.</p><p>• Utilize Elite 3E software efficiently to manage accounting operations and reporting.</p><p>• Prepare and analyze financial statements to support organizational decision-making.</p><p>• Address and resolve discrepancies in financial records promptly.</p><p>• Provide expertise and leadership in maintaining accurate and up-to-date accounting documentation.</p>
<p>A dynamic, people-focused company in the York area is seeking a driven Staff Accountant to join their finance team. If you enjoy hands-on accounting work, analyzing financial data, and contributing to a positive team environment, you’ll thrive here.</p><p><br></p><p>Key Responsibilities</p><ul><li>Assist with day-to-day accounting operations, including general ledger maintenance</li><li>Prepare and post journal entries, account reconciliations, and month-end close activities</li><li>Support the preparation of financial statements and management reports</li><li>Reconcile bank accounts and monitor cash activity</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Process AP/AR transactions as needed</li><li>Maintain accurate financial records and ensure compliance with GAAP</li><li>Assist with audits and provide documentation when required</li></ul><p><br></p>
<p>The Town Clerk operates as the primary administrative support for local government operations. This role requires strong independence, attention to detail, and the ability to manage multiple responsibilities, including preparing agendas and minutes, maintaining official records, coordinating elections, supporting public inquiries, and handling various administrative functions. The Town Clerk must be able to attend evening meetings as needed.</p>
<p>We are looking for an experienced and strategic VP of Finance to lead financial operations and planning for our organization. This role requires an experienced, detail-oriented individual who can drive financial strategy, ensure operational excellence, and maintain compliance with nonprofit regulations. The ideal candidate will play a pivotal role in shaping long-term financial goals while fostering a high-performing finance team.</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic financial guidance to the Chief Operating Officer and senior leadership, ensuring alignment with organizational goals.</p><p>• Collaborate with the Finance & Audit Committee of the Board of Directors to deliver insightful financial analysis and updates.</p><p>• Develop and manage financial models and conduct scenario analyses to support new initiatives and growth strategies.</p><p>• Oversee daily accounting operations, including accounts payable, receivable, payroll, and banking relationships, ensuring accuracy and efficiency.</p><p>• Lead the annual budgeting process and partner with department heads to align resources with organizational priorities.</p><p>• Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure financial integrity.</p><p>• Ensure compliance with all federal, state, and local financial regulations, as well as grant and contract requirements.</p><p>• Prepare and oversee timely filing of financial reports, including the organization's annual Form 990.</p><p>• Mentor and develop the finance team, cultivating a culture of collaboration, high performance, and continuous improvement.</p><p>• Evaluate and enhance financial processes by leveraging technology to improve scalability and efficiency.</p>
Are you an organized and proactive detail oriented seeking your next career move? Our company is currently looking for a skilled Project Coordinator to help drive successful outcomes across diverse projects. Key Responsibilities: Assist in planning, executing, and closing projects while keeping timelines on track Coordinate daily operations and collaborate with team members, vendors, and clients Monitor project progress and resolve issues to ensure deliverables are met Prepare reports, maintain documentation, and communicate project updates Support the project lead by organizing meetings, taking minutes, and tracking action items
We are looking for a skilled Data Center Technician to join our team in Ashburn, Virginia. In this long-term contract role, you will play a vital part in managing and maintaining data center infrastructure, ensuring optimal performance and reliability. This position requires a hands-on approach to infrastructure installation, troubleshooting, and collaboration with multiple teams to meet service and project requirements.<br><br>Responsibilities:<br>• Manage infrastructure installation requests from initiation to completion, ensuring efficient execution.<br>• Certify network connections and peripherals for readiness prior to handoff.<br>• Collaborate with various teams, including engineering and business units, to support power events and infrastructure needs.<br>• Coordinate work requests with electrical contractors to maintain compliance with service levels.<br>• Provide detailed project estimates and document requirements through schematics and direct communication.<br>• Create and monitor tickets for infrastructure tasks, ensuring proper closure or cancellation upon completion.<br>• Oversee power remediation projects from initiation to finalization.<br>• Assist with rack-level capacity management and monitoring systems.<br>• Participate in meetings related to infrastructure projects to ensure alignment with organizational objectives.<br>• Conduct surveys and coordinate installations for power, racks, and cabling in new and existing data center environments.
Are you an organized, people-oriented detail oriented looking to grow your HR career? Our company is seeking a skilled Human Resources (HR) Assistant to support key HR operations and ensure a seamless experience for our employees and candidates. This is an excellent opportunity to join a highly respected team and make a real impact on business growth. Key Responsibilities Provide general administrative support for HR activities, including recruitment, onboarding, and record-keeping. Assist with scheduling interviews, coordinating new permanent orientations, and preparing HR documents. Support benefits administration, and the maintenance of employee files. Help process employee requests and respond to HR-related inquiries. Draft internal communications and assist with company-wide HR initiatives. Maintain HR systems and databases, ensuring information is accurate and up to date.
<p>Our client is a wealth management family office seeking an experienced Controller to lead and manage our accounting, financial operations, and related administrative functions. This role offers significant growth opportunities as our organization expands. The ideal candidate is a highly ethical individual who can exercise discretion with confidential information, displays unwavering attention to detail, and possesses strong leadership, communication, and analytical abilities.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain complete and accessible corporate documents; ensure compliance and collaborate with legal counsel on updates.</li><li>Manage all HR functions including payroll, PTO tracking, and benefits administration; foster positive office culture.</li><li>Oversee office leases, insurance, utilities, equipment contracts, and annual operating budgets.</li><li>Implement and maintain robust data privacy and financial control systems; coordinate with IT providers and research new software.</li><li>Supervise cash receipts/disbursements, bank reconciliations, cash flow reports, and investment account reconciliations; resolve accounting issues.</li><li>Reconcile bank statements and collaborate with owners and banking partners on cash management.</li><li>Track investment capital commitments and report quarterly performance; suggest improvements.</li><li>Manage charitable giving, estate planning gifts, and related tax reporting.</li><li>Coordinate annual tax return preparation for individuals, trusts, and entities; compile documentation, review returns, and ensure timely filing.</li><li>Manage tax notices, refunds, and quarterly payment projections across jurisdictions.</li></ul><p><br></p>
