<p>We are seeking a detail-oriented and experienced Senior Accountant to join our growing client’s finance team and play a leading role in ensuring the accuracy and integrity of their financial operations. As the Senior Accountant, you will oversee the general ledger system, assist with preparing accruals, support tax compliance, prepare annual tax filings, complete bank reconciliations, draft financial reports, coordinate the month end/year end close prepare data for monthly journal entries, assist with monthly balance sheet reconciliation, perform account reconciliations, assist with the annual audit process, maintain financial records, and perform financial analysis as needed. The successful candidate for this role will have sharp analytical skills, excellent time management abilities, and strong written and verbal communication skills.</p><p> </p><p><strong>How you will make an impact</strong></p><p>· Implement revenue generating control systems</p><p>· Prepare monthly financial statements</p><p>· Complete month close general ledger activities</p><p>· Project cost allocation</p><p>· Balance Sheet Reconciliation</p><p>· Review trust accounting transactions</p><p>· Budget Management</p><p>· Cash flow forecasting</p><p>· Assist with tax filing/compliance</p><p>· Perform account reconciliation</p>
<p>Robert Half has partnered with a global, manufacturer on their search for a Senior Accountant with previous experience working in a midsized/larger company. As the Senior Accountant, you will ensure timely processing of accounts payable, oversee expense reporting, process vendor payments, document journal entries, review and prepare general ledger activities, assist with the internal/external audit process, and prepare year-end consolidated financial statements. The successful candidate for this role will have sharp analytical skills, working knowledge of GAAP and IFRS, command of the month end process, detail oriented, and possess strong written communication skills.</p><p> </p><p><strong>How you will make an impact</strong></p><ul><li>Oversee accounts payable processes, including timely payment of vendor invoices and maintaining accurate records.</li><li>Process expense reports and invoices while ensuring customer and vendor details are up to date.</li><li>Manage daily and month-end close activities for multiple holding companies, including recording transactions, reconciling bank accounts, and preparing financial statements.</li><li>Assist with audit requests and ensure compliance with internal and external reporting standards.</li><li>Prepare general ledger entries and review expense reports for accuracy and completeness.</li><li>Support consolidation activities by maintaining Planful reporting structures and resolving system-related issues.</li><li>Develop and maintain templates to streamline financial submissions and reporting processes.</li><li>Prepare quarterly and year-end reforecast and planning packages, including balance sheets, profit and loss statements, and cash flow analyses.</li><li>Contribute to press release reporting and ensure accurate financial disclosures.</li></ul>
<p>Are you passionate about building strong relationships and driving financial success? Join our client's dynamic team as a Relationship Manager, where you'll play a pivotal role in helping clients achieve their financial goals while fostering trust and collaboration. In this exciting position, you'll leverage your expertise in financial solutions and client engagement to manage and grow a diverse portfolio of clients. If you're a proactive problem solver with exceptional communication skills and a deep understanding of the financial industry, we want to hear from you! Take the next step in your career and be part of an organization that values innovation, teamwork, and client-centric success.</p><p><br></p><p>Responsibilities: </p><ul><li>Manage and maintain client relationships effectively</li><li>Communicate clearly and efficiently with clients and team members</li><li>Ensure strict adherence to compliance regulations within the company</li><li>Utilize Series 65 skills in managing client portfolios</li><li>Implement wealth management strategies for clients</li><li>Resolve client inquiries promptly and in a detail-oriented manner</li><li>Monitor client accounts regularly and take necessary actions</li><li>Process client applications accurately and efficiently.</li></ul>
<p>Robert Half has partnered with a successful client within the property management industry on their search for a Property Accountant. As the Property Accountant, you will manage all accounting transactions, assist with journal entry preparation, analyze leasing costs, review market lease reconciliations, perform accounting analysis, review and approve vendor invoices, assist with the year-end financial audit process, prepare monthly bank reconciliations, review and maintain property budget, and assist with annual entity tax returns. The ideal candidate for this role should have strong knowledge of generally accepted accounting principles, experience with real estate accounting software, and advanced financial analysis skills.</p><p><br></p><p>What you get to do daily</p><ul><li>Review invoices and bills for accuracy, assign them to appropriate accounts, and prepare checks for payment.</li><li>Handle bank deposits using remote deposit scanning software and ensure timely processing.</li><li>Collaborate closely with property management teams to ensure timely receipt of checks and invoices for all property locations.</li><li>Address and resolve issues related to payment delinquencies and other financial discrepancies.</li><li>Record daily General Ledger entries and complete month-end journal entries.</li><li>Manage accounts payable processes and oversee disbursement activities.</li><li>Prepare monthly financial statements, including Profit & Loss reports and Balance Sheets.</li><li>Perform bank reconciliations to maintain accurate financial records.</li><li>Conduct general office tasks to support accounting operations.</li></ul>
<p>Thriving, Philadelphia non-profit, seeks a Sr. Financial Reporting Analyst who can oversee and execute financial reporting activities. This Sr. Financial Reporting Analyst will be responsible for preparing monthly, quarterly financial reports, researching complex accounting transactions, ensuring timely and accurate financial reporting to regulatory bodies and stakeholders, developing and implementing financial reporting processes and controls, identifying areas for process improvement, performing comprehensive financial analysis, and assisting with all aspects of the external auditing process. The ideal Sr. Financial Reporting Analyst should have the ability to work with senior executives on strategic thinking and financial models for company growth and participate/lead special projects related to financial reporting, mergers and acquisitions, and system implementations.</p><p> </p><p><strong><u>Responsibilities</u></strong></p><p>· Create formation to automate better reporting processes where needed</p><p>· Work with accounting department to manage cash flow and balance sheet statements</p><p>· Liaise between GAAP and management reporting</p><p>· Enhance reporting packages for internal management purposes</p><p>· Finance lead in consolidated payroll system</p><p>· Construct plan around productivity metrics across organization</p><p>· Financial analysis of ongoing business</p>
<p>We are looking for a detail-oriented and highly organized Accounting Assistant to join our team in Allentown, Pennsylvania. In this role, you will support our accounting department by performing essential financial tasks, maintaining accurate records, and ensuring seamless daily operations. This is an excellent opportunity to expand your accounting expertise and contribute to the success of our organization.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payable (AP) and accounts receivable (AR) transactions with efficiency and accuracy.</p><p>• Prepare and distribute invoices, financial reports, and statements in a timely manner.</p><p>• Reconcile bank statements and update general ledger accounts to maintain financial accuracy.</p><p>• Assist in payroll processing while ensuring adherence to company policies and procedures.</p><p>• Organize and maintain financial records to ensure easy access and up-to-date information.</p><p>• Collaborate with the accounting team to complete month-end and year-end closing processes.</p><p>• Provide support for various financial projects and administrative tasks as needed.</p>
<p>Robert Half is looking for an experienced Staff Accountant to join our client's team in the Greater Philadelphia area. In this Staff Accountant role, you will be responsible for maintaining accurate financial records, preparing reports, and ensuring compliance with accounting standards. This Staff Accountant position offers an excellent opportunity for a meticulous individual to contribute to a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Record and verify general ledger entries to guarantee accurate financial reporting.</li><li>Reconcile balance sheet accounts, including cash, accounts receivable, accounts payable, and inventory.</li><li>Assist in the preparation and completion of monthly, quarterly, and annual financial closings.</li><li>Manage accounts payable and receivable processes, ensuring timely invoicing, payments, and receipts.</li><li>Oversee subcontractor compliance, including documentation of insurance certificates and lien waivers before payment.</li><li>Monitor and track job costs, ensuring expenses align with project budgets and estimates.</li><li>Prepare detailed financial reports for construction projects, including work-in-progress schedules, to support project managers.</li><li>Collaborate with project managers to ensure proper allocation of direct and indirect costs to respective projects.</li><li>Implement process improvements to enhance accuracy and efficiency in accounts payable and receivable operations.</li></ul>
<p>We are looking for a skilled Staff Accountant to join our team in Bethlehem, Pennsylvania. As part of a dynamic manufacturing company, you will play a vital role in managing financial operations and contributing to the organization's overall success. This position offers an excellent opportunity to grow your career while working in a fast-paced and collaborative environment.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Responsibilities:</p><p>• Maintain general ledger accounts, ensuring accurate entries and timely reconciliations.</p><p>• Oversee month-end and year-end closing processes to ensure financial statements are complete and accurate.</p><p>• Prepare detailed financial reports, analyzing variances and ensuring compliance with relevant accounting standards.</p><p>• Coordinate with auditors to facilitate internal and external audits, ensuring timely and accurate financial reviews.</p><p>• Manage corporate tax filings, including sales tax and corporate tax returns.</p><p>• Review and improve financial controls and processes to enhance efficiency and accuracy.</p><p>• Support cost accounting activities and provide insights into manufacturing financial operations.</p><p>• Assist in the preparation of budgets and forecasts to support strategic business planning.</p><p>• Ensure compliance with tax regulations and accounting policies.</p><p>• Collaborate with cross-functional teams to address financial inquiries and provide actionable recommendations.</p>
<p><strong>International specialty insurance provider seeks a Staff Accountant with a degree in accounting or finance and 1+ years of experience, any understanding of accounting within the insurance industry is a PLUS. This role will get involved with supporting the accounting manager with the production of financial statements for the underlying assets/liabilities, revenues/expenses of the insurance contract the company has underwritten. Great opportunity to learn the insurance industry and the reporting process. Hybrid role with great benefits and bonus potential. </strong></p>
<p>We are looking for a skilled Cost Accountant/Analyst to join our client's manufacturing team in the Lansdale, Pennsylvania area. This position offers an exciting opportunity to apply your analytical skills and accounting expertise in a fast-paced production environment. As a key contributor, you will provide valuable financial insights and collaborate with cross-functional teams to drive operational efficiency and profitability.</p><p><br></p><p>Responsibilities:</p><p>• Develop and oversee cost accounting processes, including labor, material, and overhead allocations, to ensure accurate financial reporting.</p><p>• Perform detailed variance and margin analyses to identify trends and areas for cost optimization.</p><p>• Collaborate with sales and operations teams to refine pricing strategies and identify opportunities for cost savings.</p><p>• Build comprehensive financial forecasts and support strategic planning initiatives.</p><p>• Maintain a hands-on approach by engaging with the manufacturing floor to align operational realities with financial data.</p><p>• Provide product-level profitability insights to guide decision-making and enhance business strategies.</p><p>• Ensure compliance with accounting standards and practices while continuously improving reporting processes.</p><p>• Act as a liaison between operations and accounting to foster collaboration and informed decision-making.</p><p>• Streamline and improve financial models for better forecasting and analysis.</p><p>• Support audits and ensure accuracy in cost-related financial documentation.</p>
<p>We are seeking a recent college graduate with a degree in Accounting or Finance for an entry-level Accountant position in Middlesex County, NJ. In this role you will be responsible for accounts receivables, applying customer payments, and data entry. If you are looking for a great opportunity to kick start your career, this might be the opportunity for you!</p><p><br></p><p>Responsibilities:</p><p>• Apply and reconcile customer payments in accounting systems to ensure proper allocation.</p><p>• Review aging reports regularly and follow up on overdue accounts to reduce outstanding balances.</p><p>• Maintain organized and up-to-date records of customer accounts, payment histories, and communications.</p><p>• Assist with month-end closing activities, including account reconciliations and financial reporting.</p>
We are looking for an experienced Staff Accountant to join our team in Allentown, Pennsylvania. This position offers the opportunity to handle a variety of accounting tasks while working directly under the company's Controller. The role emphasizes hands-on involvement in manufacturing and inventory accounting while providing exposure to financial reporting, fixed asset accounting, and payroll processes.<br><br>Responsibilities:<br>• Manage and execute monthly, quarterly, and year-end financial reporting and ledger entries.<br>• Oversee transactions related to accounts payable, accounts receivable, billing, and cash application.<br>• Collaborate with an external payroll provider to ensure accurate payroll processing.<br>• Conduct inventory reconciliation and maintain detailed manufacturing accounting records.<br>• Prepare corporate and sales tax returns while ensuring compliance with tax regulations.<br>• Handle journal entries and maintain the general ledger with precision.<br>• Support cost accounting efforts to monitor and analyze production expenses.<br>• Utilize advanced skills in Excel, Word, and Outlook for reporting and communication.<br>• Assist in identifying and implementing process improvements within accounting operations.<br>• Work collaboratively within a team to support organizational goals and initiatives.
<p>Are you a recent graduate or early-career professional with a passion for numbers and a sharp attention to detail? We’re looking for an <strong>Entry-Level Accountant</strong> who’s ready to take the first step in their accounting career and contribute to a growing team. This is an exciting opportunity to gain hands-on experience and build a strong foundation in financial and managerial accounting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation of financial reports, balance sheets, income statements, and other documents.</li><li>Perform data entry and reconciliation of accounts payable and receivable.</li><li>Support month-end and year-end closing processes.</li><li>Prepare invoices, enter transactions, and ensure accuracy of journal entries.</li><li>Collaborate with senior accountants to ensure compliance with regulatory standards.</li><li>Conduct financial analysis to identify discrepancies and recommend solutions.</li><li>Manage and update financial records and documentation.</li></ul><p><br></p><p><br></p>
<p>Our client, a growing commercial real estate company in the Horsham area, is seeking a highly skilled <strong>Senior Corporate Accountant</strong> to join their dynamic team. This is an excellent opportunity to contribute to a fast-paced organization focused on innovation and expansion in the real estate sector. The Senior Accountant will be responsible for managing financial reporting, debt, equity, and fund-related areas, while collaborating with other accounting teams to streamline processes and ensure accurate financial documentation.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Invoice Approval Management:</strong> Assist in managing the daily approval of invoices in the accounting queue to ensure accuracy and timeliness.</li><li><strong>Capital Transactions:</strong> Process and review contributions, distributions, and transfers in the subledger system; reconcile capital statements on a monthly basis.</li><li><strong>Financial Close Processes:</strong> Execute consolidation and elimination procedures during the monthly close, ensuring timely and accurate financial reporting.</li><li><strong>Journal Entries Preparation:</strong> Prepare monthly journal entries for accruing interest on debt, amortization of financing costs, and interest expense coding.</li><li><strong>Fund-Level G& A Expenses Analysis:</strong> Analyze fund-level General & Administrative (G& A) Expenses to identify significant trends, performance metrics, and anomalies for management review.</li><li><strong>Workpaper Maintenance:</strong> Compile and maintain fund workpapers, including reconciliations to the accounting system, data completeness checks, and fluctuation analysis to meet compliance and reporting standards.</li><li><strong>Equity Method Accounting:</strong> Perform and reconcile equity method accounting for unconsolidated joint ventures and non-controlling interests in consolidated joint ventures.</li><li><strong>Blackline Reconciliations:</strong> Complete monthly Blackline tasks and account reconciliations for proper financial control adherence.</li><li><strong>Cash & Intercompany Structure Compliance:</strong> Operate within the company’s complex cash flow and intercompany financial structure to ensure alignment with established procedures.</li><li><strong>Transaction Assistance:</strong> Collaborate with the Transactions department to provide necessary financial data for recording acquisitions and dispositions.</li><li><strong>Ad-Hoc Requests & Projects:</strong> Support monthly ad-hoc tasks, special projects, and initiatives within the accounting department.</li><li><strong>Audit Support:</strong> Assist with requests for annual financial statement audits by preparing and organizing relevant information.</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Senior Plant Accountant to join our client in the Schuylkill County, Pennsylvania area. In this role, you will oversee critical financial processes, collaborate with plant leadership, and ensure compliance with accounting standards. This position offers an opportunity to contribute to the financial success and operational efficiency of the manufacturing facility.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and execute daily, monthly, quarterly, and annual financial close processes, including inventory management, cost accounting, and balance sheet reconciliations.</p><p>• Ensure compliance with tax regulations at the local, state, and federal levels while supporting external audits.</p><p>• Contribute to budgeting and forecasting activities, providing insights into revenue, expenses, and capital requirements.</p><p>• Analyze and maintain material, labor, and overhead cost standards to support profitability and operational decision-making.</p><p>• Develop and refine policies related to cash management, inventory pricing, payroll, and capital expenditures.</p><p>• Prepare and analyze financial statements, ensuring accuracy and timely reporting.</p><p>• Collaborate with plant leadership to provide financial insights and drive cost-saving initiatives.</p><p>• Support the annual physical inventory process and ensure accurate reporting.</p><p><br></p>
<p>Thriving, manufacturer seeks a Sr Cost Accountant/Analyst with proven government contract accounting expertise. In this role, you will review and control costs related to inventory, provide financial analysis, perform product manufacturing analysis, report on daily inventory, oversee the billing process, create and implement standard costs, perform audits, manage and update costs estimates, assist with reconciling client invoicing, follow-up on collection efforts, and research and resolve invoicing or billing discrepancies. The successful Sr. Cost Accountant will have proven product cost experience, GAAP knowledge, strong problem-solving skills, and excellent time management skills.</p><p><br></p><p>What you get to do everyday</p><p>· Maintain and analyze standard costs for products, materials, and labor</p><p>· Perform monthly inventory reconciliations and ensure proper valuation under GAAP</p><p>· Monitor and analyze manufacturing variances, including price/material usage/labor and overhead absorption</p><p>· Support month-end close by preparing and reviewing journal entries</p><p>· Analyze actual manufacturing costs and prepare periodic reports</p><p>· Ensure compliance with internal controls, company policies, and accounting standards</p><p>· Partner with operations and supply chain to identify cost drivers, efficiencies, and areas of improvement</p><p>· Assist in inventory costs and profitability products</p><p>· Create annual standard cost updates</p><p>· Lead or participate in process improvement initiatives to enhance cost visibility and operational efficiency </p>
<p>Robert Half is looking for a skilled and detail-oriented Bookkeeper to join our client's team in the Greater Philadelphia area. This Bookkeeper role requires an individual who is experienced in managing financial records, ensuring accuracy in transactions, and supporting the overall financial health of the organization. If you have a strong background in accounting and bookkeeping, particularly within services requiring attention to detail, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and update financial records with accuracy and attention to detail.</li><li>Process accounts payable and accounts receivable transactions efficiently.</li><li>Perform regular bank reconciliations to ensure consistency between financial records and statements.</li><li>Utilize QuickBooks software to manage and track financial activities.</li><li>Generate detailed financial reports to assist in decision-making and strategy development.</li><li>Collaborate with internal teams to address discrepancies and resolve financial issues.</li><li>Support audits by preparing necessary documentation and reports.</li><li>Provide insights and recommendations to improve financial processes.</li></ul>
<p>We are looking for an experienced Accounts Receivable / Customer Service Specialist to join our team in the New Providence, New Jersey area. This role involves managing customer accounts, resolving payment-related inquiries, and ensuring accurate financial records. The ideal candidate will bring strong organizational skills, attention to detail, and a customer-focused approach to effectively handle account reconciliations and build positive client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Communicate with customers to address inquiries about lease terms, rental periods, and payment-related issues.</p><p>• Review lease agreements to verify payments and determine potential credits, subject to management approval.</p><p>• Prepare detailed aging reports for past-due accounts, providing analysis and recommendations for action.</p><p>• Investigate unidentified payments and collaborate with customers to resolve application discrepancies.</p><p>• Reconcile and resolve payment inquiries, coordinating with sales and administrative teams as needed.</p><p>• Monitor unapplied cash and overdue balances on lessee accounts to ensure accurate records.</p><p>• Facilitate the collection of overdue payments while fostering strong customer relationships.</p><p>• Download payment data from customer portals and ensure proper application.</p><p>• Verify data input for accuracy and compliance with financial standards.</p>
<p>Are you a detail-oriented accounting professional with a knack for leadership and expertise in the legal industry? A dynamic law firm is seeking an <strong>Accounting Manager</strong> to oversee its financial operations and lead a team of accounting professionals. This is a fantastic opportunity for a seasoned accounting expert with supervisory experience to take on a pivotal role in a reputable organization.</p><p><strong>Key Responsibilities:</strong></p><p>· Manage the day-to-day financial operations of the law firm, including accounts payable, accounts receivable, legal billing, budgeting, and general ledger management.</p><p>· Supervise and mentor a team of accounting staff, providing training, guidance, and performance evaluations to ensure departmental success.</p><p>· Develop and maintain systems to ensure compliance with federal, state, and local regulations as well as firm policies, particularly regarding client trust accounts.</p><p>· Prepare and present financial reports for senior management and partners, ensuring the accuracy and integrity of all financial data.</p><p>· Work collaboratively with leadership to drive financial strategies and support organizational goals.</p><p>· Oversee billing processes and ensure timely client invoicing while maintaining compliance with legal billing standards.</p><p>· Identify opportunities for process improvements and implement best practices in financial and accounting processes.</p><p><strong>Requirements:</strong></p><p>· Bachelor’s degree in Accounting, Finance, or a related field</p><p>· Minimum of 5+ years of accounting experience, with at least 3 years in managerial or supervisory roles within a <strong>law firm or professional services environment</strong>.</p><p>· Deep understanding of legal industry financial requirements (e.g., client trust accounting, ABA compliance).</p><p>· Proficiency in accounting software and legal practice management systems (e.g., QuickBooks, Elite, Aderant, or equivalent).</p><p>· Strong analytical skills with the ability to solve complex problems and make sound decisions.</p><p>· Excellent organizational and communication skills, with a high level of professionalism and integrity.</p><p><strong>What We Offer:</strong></p><p>· Salary range $120-140K annually plus good benefits and bonus target</p><p>· Opportunity to contribute to the success of a forward-thinking and reputable law firm.</p><p>· Growth opportunities and professional development training.</p><p>· A collaborative and supportive work environment.</p><p><br></p>
<p>A busy firm in the West Caldwell area is seeking a Collections Specialist to join their growing company. This Collections Specialist will manage accounts receivable processes by working closely with attorneys, clients, and finance staff to ensure timely payments and resolve outstanding debts. The ideal Collections Specialist will have prior experience out of the legal industry, professional services, or something close and have experience with a relevant system such as 3E, Aderant, etc. This Collections Specialist position requires strong communication, high attention to detail, and the ability to multitask. Other responsibilities of this Collections Specialist will include but not be limited to: </p><p><br></p><p>Collections Specialist Responsibilities:</p><ul><li>Collaborate with administrative leadership to address tasks and assignments effectively.</li><li>Assist clients with billing inquiries and provide clear explanations.</li><li>Support assigned partners with collections activities and strategies.</li><li>Follow up on overdue accounts to ensure timely resolution.</li><li>Prepare detailed reports for clients and partners related to accounts receivable.</li><li>Generate and distribute monthly reminder statements to clients.</li><li>Maintain organized and accurate accounts receivable records and files.</li><li>Coordinate with accounting staff to manage cash applications, resolve duplicate payments, and utilize funds held in trust.</li><li>Record all communications and updates in the document management system.</li></ul><p><br></p><p>This Collections Specialist role is paying between $75,000 and $95,000 annually depending on experience. If interested in this Collections Specialist position, apply today! </p>
<p>Young and growing insurance company seeks an Accounting Manager to join their newly established offices in Parsippany. An exciting opportunity to join this start-uppy feeling group. General accounting responsibilities including oversight of the general ledger, accounts payable, accounts receivable, budgeting, set up of internal controls, financial reporting and management of staff. Candidates for this role should have a degree in accounting or finance, MBA or CPA, 10+ years of experience in above skills, hands on experience and desire to join a growing team. Good QOL and flexible start/stop times. </p>
<p>Robert Half has partnered with a global investment firm on their search for an Accountant who can manage the financial health of the firm. The responsibilities for this Accountant role consist of handling general accounting operations such as: assisting with accounts payable/receivable activities, reviewing general ledger accounts, monitoring financial regulations, preparing journal entries, reconciling 1099s, submitting subcontractor payments, assisting with project billing, and participating in the development and tracking of cost control. The ideal candidate for this role should have great problem-solving skills, excellent time-management and strong budgeting/forecasting abilities that will ensure revenue generation.</p><p><br></p><p>Everyday Responsibilities</p><p>· Support daily accounting functions</p><p>· Prepare journal entries</p><p>· Budgeting & Forecasting</p><p>· Monitor and analyze general ledger accounts</p><p>· Portfolio Management</p><p>· GAAP Compliance</p><p>· Prepare Loan Schedules</p><p>· Ad hoc special projects as requested</p>
<p>We are looking for an experienced Senior Accountant to join our client's team in Jenkintown, Pennsylvania. This role offers the opportunity to work with a variety of clients, providing expertise in tax preparation, financial statement preparation, and client relationship management. If you excel in both assurance and tax services, this position will allow you to leverage your skills and grow professionally.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex financial statements in compliance with high standards of accuracy and precision.</p><p>• Collaborate with clients and their accounting teams to reconcile accounts and adjust accruals before tax preparation.</p><p>• Manage the preparation and filing of various tax returns, including corporate, estate, and multi-state taxes.</p><p>• Analyze business operating agreements and calculate debt service coverage ratios for client borrowing arrangements.</p><p>• Conduct month-end closes, journal entries, and account reconciliations to ensure accuracy.</p><p>• Utilize UltraTax software for tax preparation and compliance tasks.</p><p>• Provide strategic advice to clients regarding tax planning and financial management.</p><p>• Build and maintain strong client relationships, addressing their needs with efficiency and care.</p><p>• Assist in audits, reviews, and compilations as necessary.</p><p>• Stay updated on changes in tax laws and accounting standards to ensure compliance.</p>
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for a detail-oriented Staff Accountant to join our team in Morrisville, Pennsylvania. In this role, you will manage essential financial processes, ensuring accuracy and compliance with accounting standards. If you have a passion for numbers and enjoy working in a focused and organized environment, this position offers an excellent opportunity to grow your accounting expertise.<br><br>Responsibilities:<br>• Maintain accurate financial records, including accounts payable, accounts receivable, payroll, and general ledger entries.<br>• Perform monthly reconciliation of various accounts such as bank statements and credit cards.<br>• Prepare and distribute invoices, monitor payments, and oversee collections processes.<br>• Assist with tax preparation by organizing financial documentation and supporting client filings.<br>• Create detailed financial reports, including profit and loss statements and balance sheets, to aid clients in decision-making.<br>• Utilize QuickBooks (Desktop or Online) to manage and reconcile financial transactions efficiently.<br>• Ensure compliance with accounting standards and practices in all financial activities.<br>• Collaborate with clients to address inquiries and provide financial insights.<br>• Identify and resolve discrepancies in financial records promptly.<br>• Support the team in maintaining a streamlined accounting workflow.
