<p>Robert Half Finance & Accounting is working with a local family office client to hire a Senior Accountant/Administrator to their team. In this role, the Senior Accountant will support daily financial operations and reporting for the family as well as handle administrative/office management type duties as needed. This role is ideal for a detail-oriented individual who is self-motivated & responsible and possesses relevant family office/CPA firm industry experience. In office collaboration is required Mon-Fri with some workday flexibility to be hybrid after training. </p><p><br></p><p>Responsibilities:</p><p>• Oversee accounting activities for various investment projects, ensuring transactions are recorded accurately and align with reporting requirements.</p><p>• Process invoices for payment, reconcile banking activity, manage insurances & licenses, wire money/ACH for various bills. </p><p>• Prepare and review financial statements, account reconciliations, and supporting schedules to maintain the integrity of monthly and periodic close processes.</p><p>• Use QuickBooks to manage general ledger activity, monitor account balances, and support accurate financial reporting.</p><p>• Analyze financial data to identify trends, variances, and areas that require follow-up or operational insight.</p><p>• Partner with internal stakeholders to gather documentation, resolve discrepancies, and support business decision-making with timely information.</p><p>• Maintain organized records and correspondence through tools such as Microsoft Outlook and Google Docs to support efficient communication and documentation.</p><p>• Assist with Administrative tasks such as opening/closing bank accounts, reviewing mail correspondence, maintaining logins and passwords, etc. </p>
<p><br></p><p>A thriving public accounting and advisory firm in Mercer County, NJ is looking to add an experienced <strong>Audit Manager</strong> to their assurance practice with a dynamic professional outlook and a personality to match! This leadership role offers the opportunity to manage client engagements, mentor team members, and contribute to the continued growth of the organization while working with a diverse client base.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead assurance engagements for privately held companies heavy with nonprofit organizations and additionally within in professional services, retail, construction, and manufacturing.</li><li>Build and maintain strong client relationships while serving as a trusted advisor.</li><li>Review and prepare financial statements and related disclosures.</li><li>Research and apply U.S. GAAP and other relevant accounting guidance.</li><li>Manage multiple engagements simultaneously and ensure timely completion of client deliverables.</li><li>Supervise, mentor, and develop audit staff and managers.</li><li>Coordinate engagement planning, execution, and reporting activities.</li><li>Collaborate with internal teams to deliver high-quality client service.</li></ul>
<p>We are looking for an experienced<strong> Tax Manager</strong> to join our team in Richfield, Ohio. This role is suited for a tax specialist who can oversee sophisticated tax engagements, advise clients with confidence, and contribute to a high-performing practice. The position offers the opportunity to manage both compliance and planning work. We are a casual workplace, but we are seeking individuals who enjoy fast paced environments.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex business and individual tax filings to ensure accuracy, completeness, and timely submission.</p><p>• Serve as a primary point of contact for clients, providing clear guidance on tax matters and responding to questions throughout the engagement process.</p><p>• Lead seasonal tax planning activities and help implement strategies designed to support client objectives effectively.</p><p>• Mentor, train, and support entry-level staff, strengthening technical capabilities and encouraging career growth across the team.</p><p>• Manage special projects and address emerging client needs with a flexible, solutions-oriented approach.</p><p>• Gather, organize, and maintain financial and tax-related information with a high level of accuracy, discretion, and attention to detail.</p><p>• Apply current tax regulations and industry standards when handling compliance, planning, and advisory work.</p><p>• Use tax and accounting applications, including QuickBooks and ProSystem fx, to complete returns, analyze data, and support reporting requirements.</p>
We are looking for an accomplished Tax Manager to lead a broad range of tax activities for our public accounting practice in Santa Ynez, California. This position is suited for a detail-oriented individual who can balance technical accuracy with practical planning, while advising clients and internal stakeholders on complex tax matters. The role offers the opportunity to guide tax operations, support staff development, and help strengthen the firm’s overall tax function in a collaborative environment.<br><br>Responsibilities:<br>• Oversee the preparation and final review of federal, state, and local tax filings for individuals, corporations, partnerships, trusts, and other applicable entities to ensure timely and accurate submission.<br>• Design and recommend tax planning approaches that reduce exposure, improve efficiency, and align with client or organizational financial objectives.<br>• Monitor legislative and regulatory developments, evaluate their implications, and translate technical changes into clear guidance for clients and team members.<br>• Conduct in-depth analysis of complex tax questions and develop well-supported documentation, including technical summaries and research-based conclusions.<br>• Lead tax examinations and inquiries by coordinating with auditors and government agencies, gathering required materials, and managing responses throughout the process.<br>• Supervise entry-level tax team members and operations staff by assigning work, reviewing output, and coaching team members to build technical capability and confidence.<br>• Maintain organized tax records and prepare reporting materials that provide leadership with visibility into compliance status, risks, and planning opportunities.<br>• Collaborate with colleagues across accounting and client service functions to resolve tax issues efficiently and deliver a high standard of service.
<p><strong>Cybersecurity Manager</strong></p><p><br></p><p><strong>Company Overview</strong></p><p>A mission-driven organization based in the San Fernando Valley, California provides essential services and resources throughout the region. The organization supports a large, distributed workforce and maintains a highly regulated technology environment where information security, privacy, and operational resilience are critical. This is an opportunity to help shape and mature an enterprise cybersecurity program while making a meaningful impact within a community-focused organization.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Cybersecurity Manager will lead the organization’s enterprise information security program while remaining actively involved in day-to-day security operations and engineering. This role will oversee cybersecurity strategy, Azure and Microsoft security, vulnerability management, incident response, identity and access management, compliance, and third-party security services. The ideal candidate is a hands-on cybersecurity leader who can balance strategic program development with technical execution while developing a growing team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute a multi-year cybersecurity strategy, roadmap, and program maturity plan aligned with organizational risk and business priorities.</li><li>Lead security operations across cloud, identity, endpoint, email, data protection, vulnerability management, and network security.</li><li>Strengthen security across Microsoft Azure and the broader Microsoft security ecosystem, including identity, endpoint, SIEM, device management, and data protection capabilities.</li><li>Own vulnerability management processes, including identification, prioritization, remediation tracking, reporting, and continuous improvement.</li><li>Develop and mature incident response processes, coordinate investigations, lead root-cause analysis, and oversee remediation activities.</li><li>Establish and maintain security policies, standards, controls, risk assessments, and compliance documentation.</li><li>Lead security governance and compliance initiatives within a HIPAA-regulated environment, including audit readiness and control effectiveness.</li><li>Partner with IT and business stakeholders to embed security into system design, infrastructure standards, change management, and emerging technology initiatives.</li><li>Manage security vendors, managed service providers, external assessments, penetration testing, and continuous monitoring relationships.</li><li>Lead, mentor, and develop technical team members while establishing security KPIs, reporting, training, and awareness programs.</li></ul><p><strong>Additional Details</strong></p><ul><li>Work model: On-site for the first 90 days, transitioning to a hybrid schedule with up to two remote days per week</li><li>Leadership responsibility for systems and infrastructure professionals</li><li>Approximately 60% hands-on technical work, 20% team leadership, and 20% vendor/service-provider management</li><li>Opportunity to significantly influence cybersecurity strategy, tooling, processes, and long-term program maturity</li><li>Current initiatives include privileged access management, incident response maturity, vulnerability management, email security, AI governance, and expanded use of enterprise security capabilities</li></ul>
Administrative Assistant Are you a detail-oriented detail oriented with a passion for organization and supporting teams? Join our company as an Administrative Assistant and play a key role in our client’s daily operations. Key Responsibilities: Manage schedules, appointments, and meetings Prepare and edit correspondence, reports, and presentations Answer and direct phone calls; respond to inquiries promptly and professionally Maintain and organize files, both physical and digital Assist with data entry and database management Support event planning and coordination tasks Order office supplies and maintain inventory Collaborate with team members on special projects as needed Please apply online or through our Robert Half app
<p>Are you a finance professional who thrives in a high-ownership role and enjoys partnering directly with leadership? Our client, a <strong>stable, well-established organization with a strong tenure and reputation</strong>, is seeking a <strong>Finance Manager</strong> to join their team in a highly visible position.</p><p> </p><p>This is an excellent opportunity for someone who wants to step into a role where they can make a real impact. As the <strong>sole finance professional on the team</strong>, you will have the ability to influence decisions, drive analysis, and serve as a trusted partner across the business. We are looking for someone with strong experience in <strong>ALM, risk, finance, and scenario modeling</strong>, along with a strategic mindset and the ability to work independently. Exposure to <strong>accounting</strong> is a plus.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Lead financial analysis and support strategic business decisions through modeling and forecasting</li><li>Manage and refine <strong>asset-liability management (ALM)</strong> analysis and related financial reporting</li><li>Perform <strong>risk analysis</strong> and develop scenario models to support planning and decision-making</li><li>Build and maintain financial models used for forecasting, stress testing, and business performance evaluation</li><li>Partner with leadership to provide insights on financial trends, risks, and opportunities</li><li>Support budgeting, forecasting, and long-range planning initiatives</li><li>Prepare clear and concise financial presentations, reporting packages, and decision-support materials</li><li>Help improve finance processes, reporting, and controls</li><li>Collaborate cross-functionally with accounting and operational partners as needed </li></ul><p><strong>Why Candidates Will Be Interested</strong></p><ul><li>Join a <strong>tenured company</strong> with a strong foundation and long-term stability</li><li>Step into a <strong>high-impact, visible role</strong> with meaningful ownership</li><li>Work closely with leadership and help influence strategic decisions</li><li>Enjoy the opportunity for <strong>internal advancement and promotion</strong></li><li>Be the go-to finance expert for the team</li></ul><p> </p><p>If you have the right background in <strong>ALM, risk, finance, and scenario modeling</strong> and are looking for a role where your expertise will be recognized and valued, we encourage you to apply immediately to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf.</p><p> </p>
<p><em>The salary range for this position is $140,000-$145,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies. </p><p><br></p><p><strong>PRIMARY DUTIES AND ACCOUNTABILITIES</strong></p><ul><li>Supports the preparation of benefit plan financial statements and Form 5500 filings.</li><li>Supports preparation and delivery of corporation's monthly financial statement close process by overseeing the benefits accounting team’s close. This includes the accounting for healthcare benefits, pension, and OPEB.</li><li>Primary owner of all accounting or regulatory reporting over healthcare, pension and OPEB. Ensures financial transactions are recorded accurately and timely, and analyzes and reviews financial statements for given area of responsibility. Responsible for complete and accurate preparation of all required reports on a quarterly and annual basis.</li><li>Prepares, reviews or approves pension and OPEB account reconciliations for corporation's entities and accounts, as required.</li><li>Responds to monthly and quarterly fluctuation inquiries over healthcare, pension and OPEB activity.</li><li>Support external reporting disclosure requirements as it relates to pension and OPEB.</li><li>Supports the implementation of changes in Generally Accepted Accounting Principles (GAAP) that impact the Benefits Accounting team.</li><li>Supports in the accounting, analysis and budgeting of various healthcare, pension and OPEB accounts.</li><li>Consults and liaises with operating unit finance personnel on accounting issues related to benefits.</li><li>Cooperates in special projects and special requests as required for the Controller's Group.</li><li>Interacts with internal and external auditors, Corporate Controller's Department and business units as required to accomplish goals.</li></ul><p> </p><p><strong>JOB SCOPE</strong></p><ul><li>Under minimal supervision, perform assigned financial accounting and/or reporting in compliance with internal reporting processes, and applicable regulatory bodies.</li><li>Proactively notify Supervisor or Director of any accounting/reporting issues or concerns.</li><li>Work closely with other departments and business units regarding accounting activities.</li><li>Supervise and provide review and approval of a variety of accounting assignments</li><li>Position has significant impact to the timely completion and delivery of financial information and reports that in turn has impact on the work of those who compile the overall consolidated corporation financials. Potential financial loss to Corporation and/or its entities may result if work output fails to meet expected deadlines, accuracy, and quality.<strong> </strong></li></ul><p><br></p>
<p>Well respected Public Accounting Firm with a 30+ year history in the Concord, MA area with an excellent reputation is looking to hire a Tax Manager/Senior Tax Manager. This person will be part of 15-person team reporting into the managing principal. This position will be specializing in Trusts & Estates to manage fiduciary, estate, gift, and high-net-worth individual tax engagements.</p><p> </p><p>Key: Responsibilities: </p><ul><li>Prepare Forms 1041, 706, 709 and complex 1040 returns, depending on skill level reviewing returns also possible.</li><li>Advise clients on trust, estate, gift, questions.</li><li>Research complex tax issues and provide technical guidance.</li><li>Serve as a client contact and manage multiple engagements.</li><li>Mentor, train, and review the work of tax staff and seniors.</li><li>Collaborate with attorneys, financial advisors, trustees, and executors.</li></ul><p>Great opportunity for an experienced Tax Professional looking to join team friendly collaborative work environment, tenured staff, and great work/life balance culture. 100% paid Health Benefits along with a 4-day workweek offseason (June – Sept). They are mainly onsite but would be open to hybrid schedule as well. If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn.</p>
<p>Our client is hiring a Financial Planning & Analysis Manager to lead key forecasting, budgeting, and performance analysis activities for their CSRA facility. This role will work closely with site leadership, operations, and broader business stakeholders to turn financial data into practical insights that support growth, profitability, and informed decision-making. The ideal candidate brings strong analytical capability, sound business judgment, and the ability to translate complex results into clear recommendations.</p><p><br></p><p><strong><u>Responsibilities</u></strong>:</p><p>• Direct the annual planning cycle by partnering with department leaders to gather assumptions, develop detailed budgets, and align submissions with broader business expectations.</p><p>• Create and refine financial models that project revenue, margin, and operating performance using production plans, material usage, labor costs, yields, and overhead assumptions.</p><p>• Evaluate shifts in sales activity and manufacturing schedules, explaining performance trends and highlighting the financial impact of operational changes.</p><p>• Monitor product-level profitability and identify opportunities to improve revenue, margin, and overall financial performance.</p><p>• Deliver monthly analysis of profit and loss results, comparing actual performance against budget and forecast while identifying key drivers behind variances.</p><p>• Prepare short-term, annual, and long-range forecasts that support decision-making across finance, operations, and leadership teams.</p><p>• Produce departmental and cost center reporting with clear root-cause analysis and practical recommendations to address unfavorable spending or performance trends.</p><p>• Oversee cash flow forecasting by collaborating with cross-functional teams to understand timing, risks, and funding needs related to ongoing business activity and projects.</p><p>• Compile monthly reporting packages, consolidate input from business partners, and maintain accurate documentation to support internal reporting requirements and ad hoc analysis.</p>
<p>We are looking for an experienced Human Resources Manager to lead the people operations function for a multi-location medical practice in Fort Wayne, Indiana. This onsite role serves as a key partner to physicians and staff, balancing day-to-day HR execution with thoughtful guidance on workforce planning, employee support, and organizational effectiveness. The position is ideal for a hands-on leader who can manage competing priorities, protect confidentiality, and help build a strong, engaged workplace culture.</p><p><br></p><p>Responsibilities:</p><p>• Direct the full scope of human resources activities across four practice locations, ensuring consistent support for employees and leadership.</p><p>• Administer bi-weekly payroll with accuracy, monitor timekeeping records, and review employee expense submissions for proper processing.</p><p>• Lead recruitment efforts from candidate sourcing through offer completion, including interviews, selection coordination, and pre-employment steps.</p><p>• Coordinate onboarding for new employees, deliver orientation activities, and maintain employment eligibility documentation in compliance with regulations.</p><p>• Oversee benefits programs by managing enrollments, renewals, vendor relationships, employee education, and annual open enrollment activities.</p><p>• Track and administer leaves of absence, workplace accommodations, COBRA matters, and other employee support processes in accordance with applicable laws.</p><p>• Maintain HR systems and employee records, serving as the internal administrator for relevant HRIS modules and updating information as needed.</p><p>• Advise managers on employee relations matters, performance concerns, corrective action, and broader people-management decisions.</p><p>• Promote employee engagement through recognition efforts, appreciation initiatives, policy communication, and culture-building events.</p><p>• Partner with practice leadership on HR strategy, compliance, special projects, and workforce practices that align with business goals.</p>
<p><strong>Technology Audit & Advisory Senior Manager (Tysons Corner - Hybrid)</strong></p><p>Step into a leadership role with a dynamic and collaborative professional services team! As a Technology Audit & Advisory Manager or Senior Manager, you'll help organizations navigate complex business challenges by offering essential guidance, innovative solutions, and hands-on expertise. You’ll build lasting client relationships, lead high-performing engagement teams, and make an impact across diverse industries while shaping the future of technology risk management.</p><p><strong>What You’ll Do:</strong></p><ul><li>Advise clients on how to manage risks inherent in their technology environments, helping them protect and drive enterprise value.</li><li>Apply a forward-thinking approach by leveraging analytics, automation, AI, and other emerging tools and technologies.</li><li>Develop your skills in the latest tech innovations, including AI-driven solutions, data governance, cloud, cybersecurity, and more.</li><li>Identify technology-related risks and opportunities for increased efficiency and performance.</li><li>Lead by example, fostering open communication, positive team culture, and creating professional development opportunities.</li><li>Supervise, mentor, and coach Consultants and Senior Consultants as you guide the completion of projects.</li><li>Maintain and grow professional relationships, representing the organization in the market and assisting with business development and proposal preparation.</li></ul><p><strong>Areas of Focus:</strong></p><ul><li>Cybersecurity and IT risk management</li><li>IT frameworks and General Controls (ITGC)</li><li>Cloud, enterprise applications, analytics, and automation</li><li>Data governance and privacy</li><li>IT SOX compliance</li><li>Technology resilience and disaster recovery</li><li>Controls, emerging technologies, and technology enablement</li><li>Business development</li></ul><p><strong>How We Work:</strong> Experience the flexibility of a hybrid work model, balancing in-person collaboration and purposeful remote work. This role involves both local and out-of-state assignments based on client needs and project requirements.</p><p>Bring your leadership, technical acumen, and passion for innovation to a team where your impact will be recognized—apply today to take the next step in your career!</p>
<p><em>The salary for this position is $165K - $170k plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid Tax Manager role please send your resume to [email protected]</em></p><p><em> </em></p><p>You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p> </p><p><strong>Job Description:</strong></p><ul><li>Manage the preparation and review of the consolidated and separate company state and local income tax returns, including related apportionment, modification, and credit calculations and supporting workpapers/appendices.</li><li>Analyze risks and sustainability of various tax positions taken in the tax filings.</li><li>Prepare the quarterly and annual income tax provision under ASC 740, including analysis of the income tax provision and effective tax rate, tax account reconciliations, and recording tax entries.</li><li>Help prepare the annual estimated global tax expense for budget and forecasting purposes.</li><li>Manage the preparation and review of US taxable income and deferred tax calculations.</li><li>Prepare and review US federal and state quarterly estimated tax payments and extensions.</li><li>Monitor regulatory updates and assess impact to the company.</li><li>Manage US, state, and local tax audits and assist on foreign tax audits.</li><li>Prepare tax opening balance sheet analysis and tax acquisition memos, including collecting and analyzing pre-acquisition tax returns.</li><li>Help with due diligence and post-acquisition tax planning.</li><li>Support design, operation, and monitoring of global tax controls and maintain compliance with Section 404 of the Sarbanes-Oxley Act.</li><li>Support best practices to ensure efficient, accurate, and repeatable results. Maintain and administer tax software and tools used for tax reporting and compliance.</li><li>Support analysis and assessment of income tax accounting impacts from unique transactions, acquisitions, restructurings, and other planning projects.</li></ul><p><br></p>
<p><em>The salary for this position is $180,000 to $195,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong><u>Job Description</u></strong></p><p>Experience with:</p><ul><li>Leading teams in implementing IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.</li><li>Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc.</li><li>Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.</li><li>A passion for:</li><li>The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.</li><li>Analytics and technology enablement (automation, AI/ML etc.).</li><li>Evaluating, summarizing, organizing, and interpreting data.</li><li>Ability to translate and communicate technology topics and audit issues to client personnel, including executives.</li><li>Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate.</li></ul><p><br></p><p> </p>
<p><em>The salary range for this position is $135,000-$155,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]</em></p><p><br></p><p>Time to bust out the fall jacket and ditch the job that doesn’t pay you what you’re worth.</p><p><strong> </strong></p><p><strong><u>Job Description</u></strong></p><ul><li>Monthly and Quarterly Close - Oversee and support the monthly financial statement close process, ensuring that all financial transactions are recorded accurately and timely. Ensure effective operation of Sarbanes-Oxley controls and identify any changes that may be necessary. (20%)</li><li>Reporting and Analysis � Prepare monthly and quarterly reports, including analysis for use in internal and external reporting. Research variances, identify trends in data (at times working with large data sets), determine root causes and make recommendations for adjustments and/or enhancements. Approve, review and analyze account reconciliations. (20%)</li><li>Collaboration and Communication � Engage and collaborate with cross-functional business partners to identify and resolve accounting issues proactively and to assist with planning, forecasting, regulatory, and business decision processes. Present and communicate operating results as needed to Leadership. Provide insights and recommendations to drive business decisions. (20%)</li><li>Audit and Regulatory Support - Interact with internal and external auditors to support required audits. Support the regulatory process, including various data requests, which could include interaction with external stakeholders. (15%)</li><li>Process Improvements and Special Projects � Analyze current processes and procedures and leverage new and emerging technologies to recommend, develop, and drive improvements. Participate in and lead various special projects related to process improvements, automation, and/or changes in regulatory or accounting requirements. (15%)</li><li>Team Leadership and Development - Manage and mentor a team of accountants, providing guidance and support to ensure professional growth and high performance. Foster a collaborative and inclusive team environment. (10%)</li><li>Oversee day-to-day activities associated with the monthly financial statement close process</li><li>Ensure financial transactions are recorded accurately and timely.</li><li>Challenge current processes and collaborate across the company to identify and lead opportunities for improvement, accomplish goals, and resolve issues.</li><li>Work is varied and difficult in nature and requires the exercise of judgment, initiative, and ingenuity to select the most appropriate course of action.</li><li>Work under minimal supervision and demonstrate situational leadership coaching and mentoring team members.</li><li>Position, at times, may require overtime, weekend work and limited travel.</li></ul><p><strong><u> </u></strong></p>
<p>We are looking for a great Human Resources Manager to oversee daily HR operations for a growing manufacturing and medical device organization in the Northborough, Massachusetts area. This role is well suited for a hands-on, detail-oriented individual who can balance process improvement with responsive employee support across the full employment lifecycle. Working closely with leaders and staff, the Human Resources Manager will help strengthen engagement, promote compliance, and support a productive, positive workplace.</p><p><br></p><p>Responsibilities:</p><p>• Lead core human resources operations across hiring, onboarding, performance discussions, employee development, and separation processes.</p><p>• Draft and manage employment offers, ensuring candidates receive accurate information and a smooth experience from selection through acceptance.</p><p>• Act as the main point of contact for employees and supervisors on workplace policies, employee relations matters, and human resources guidance.</p><p>• Oversee biweekly payroll processing for a multistate workforce, including coordination for domestic and international payroll activities.</p><p>• Administer employee benefit programs, support annual enrollment activities, and help manage retirement plan processes.</p><p>• Maintain HR records, personnel documentation, and reporting while ensuring alignment with applicable employment laws and internal policies.</p><p>• Coordinate leave administration and monitor related documentation to support accurate recordkeeping and employee support.</p><p>• Review and approve employee expense submissions, with experience using expense management platforms preferred.</p><p>• Partner with company leadership to develop people-focused initiatives that improve engagement, collaboration, and overall organizational effectiveness. </p><p><br></p><p><strong><em><u>For immediate consideration please reach out to me asap! Eric Lebow 508-205-2127</u></em></strong></p>
<p><strong>Tax Manager – High-Net-Worth Individuals & Trusts | Reston, VA (Hybrid 3 days onsite) | $130-180K+Bonus</strong></p><p>Are you a seasoned <strong>Tax Manager</strong> with deep expertise in <strong>high-net-worth individual and trust taxation</strong>? We are seeking a polished, client-focused tax professional to join a respected and growing wealth management and advisory firm that delivers integrated tax, financial planning, and investment solutions to affluent individuals, executives, families, and institutional clients. This is an outstanding opportunity for a CPA who enjoys both technical tax leadership and meaningful collaboration with financial planners and advisors. The role offers a blend of <strong>tax review, planning, research, mentoring, and strategic advisory work</strong> in a high-touch, relationship-driven environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a key <strong>technical tax resource</strong> for the firm</li><li>Review and assist in the preparation of <strong>individual and trust income tax returns </strong></li><li>Partner with financial planners on the tax strategy component of comprehensive financial plans</li><li>Support <strong>tax projections</strong>, tax modeling, and ad hoc research requests</li><li>Calculate <strong>quarterly estimated tax payments</strong> for clients as needed</li><li>Research and apply tax law, IRS guidance, and support return positions</li><li>Assist with responses to <strong>tax notices and examinations</strong></li><li>Help train and guide <strong>seasonal tax preparers</strong></li><li>Prepare and deliver educational content for staff and clients on new tax legislation, planning strategies, and practice issues</li><li>Contribute to special projects and strategic initiatives requested by leadership</li></ul><p><strong>Why This Role</strong></p><p>This position is ideal for a tax professional who wants to be more than a return reviewer. You’ll work alongside experienced advisors, contribute directly to sophisticated planning strategies, and play an important role in helping clients navigate complex tax matters with confidence.</p><p>You’ll join a collaborative, high-caliber team in a culture that values expertise, partnership, and exceptional client service. The role also offers a <strong>hybrid schedule</strong>, strong benefits, a <strong>401(k)</strong>, competitive compensation, and an engaging work environment.</p><p>If you’re looking for a leadership-oriented tax role with visibility, variety, and the opportunity to make a real impact, we encourage you to apply.</p>
<p><strong>Senior Tax Manager- CPA Firm </strong></p><p><strong>New Haven, CT- HYBRID SCHEDULE</strong></p><p><strong>Contact:</strong> Brittany Rizzo / [email protected]</p><p><strong>Reference ID:</strong> BR0013503003</p><p>Salary range of $130,000-$150,000. Company offers benefits including health benefits, 401k and paid time off.</p><p><br></p><p><strong>Our client, a well-established and growing CPA firm, is seeking an experienced Senior Tax Manager to join their team due to an upcoming retirement.</strong> This is an excellent opportunity for a seasoned tax professional who enjoys working closely with clients, handling complex tax matters, and serving as a trusted resource for both clients and colleagues.</p><p><br></p><p>The ideal candidate will bring <strong>8–10+ years of public accounting and tax preparation experience</strong>, an active <strong>CPA license</strong>, and the confidence and technical expertise to be the firm’s <strong>“go-to” person for tax questions and guidance.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and oversee the preparation and review of complex federal, state, and local tax returns for individuals, businesses, partnerships, and corporations.</li><li>Serve as a primary technical resource and <strong>go-to tax expert</strong> for staff and managers, providing guidance on complex tax questions and issues.</li><li>Research and interpret tax laws, regulations, and changes to ensure accurate and compliant tax filings.</li><li>Review tax returns for accuracy, completeness, and adherence to firm and professional standards.</li><li>Provide tax planning and consulting services to clients, identifying opportunities to minimize tax liabilities and maximize overall tax efficiency.</li><li>Develop and maintain strong, trusted relationships with clients and serve as a key point of contact for tax-related matters.</li><li>Mentor and provide technical guidance to less experienced team members.</li><li>Assist with complex tax research, special projects, and client inquiries throughout the year.</li><li>Stay current on changes to federal and state tax regulations and communicate relevant updates to the team and clients.</li><li>Participate in firm initiatives and contribute to the continued growth and development of the tax practice.</li></ul>
<p>Our client, a full-service law firm, is seeking a <strong>Litigation Legal Administrative Assistant </strong>to support daily legal operations. This role is ideal for someone who can manage administrative priorities while maintaining accuracy in document preparation and case-related coordination. The position requires strong organizational skills, sound judgment, and the ability to work efficiently in a legal environment.</p><p><br></p><p><strong>Role: </strong>Litigation Legal Administrative Assistant</p><p><strong>Location:</strong> Boston, MA</p><p><strong>Salary: </strong>$85,000 - $115,000 (depending on experience) + amazing benefits</p><p><strong>Schedule: </strong>Hybrid (4 days in, 1 day remote) after onboarding period</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepares and proofreads standard legal documents, such as pleadings, motions, and discovery requests.</li><li>Ensures that legal documents are compliant with court rules and filed properly.</li><li>Efficiently create, organize, and maintain client files.</li><li>Conduct comprehensive research using various tools, including Westlaw, PACER, and different state court dockets.</li><li>Act as a liaison with courts and various litigation-related vendors such as process servers and couriers.</li><li>Assist attorneys in preparing for trial and hearing by organizing and summarizing relevant documents.</li><li>Communicate with clients, witnesses, and other parties to gather information and answer questions.</li><li>Prepares and assembles materials, documents, and exhibits for various court appearances, depositions and meetings.</li><li>Receives and screens telephone calls responding to inquiries on a variety of matters such as case status and attorney scheduling.</li><li>Handle general administrative duties, including organizing litigation binders, managing phone coverage, processing incoming mail, and overseeing the office calendar with case deadlines.</li><li>Manages incoming mail and outgoing mail and properly files in case file and scans to office document management files.</li><li>Manages attorney’s calendars including scheduling appointments and adding new appearances as received in the attorney’s mail.</li><li>Organize and maintain case files, including physical and electronic files.</li><li>Performs additional duties as requested.</li></ul>
<p>We are seeking a professional and customer-focused <strong>Mailroom Office Services Assistant Manager</strong> to oversee daily mailroom and office services operations. This role is responsible for managing mail distribution, package handling, shipping activities, office supply inventory, and supporting general clerical and administrative functions.</p><p>The ideal candidate will have prior mailroom or office services experience, strong communication skills, and a commitment to delivering a high level of customer service in a fast-paced, client-facing environment. This position will supervise 2 employees across 2 separate locations and work closely with leadership to ensure smooth day-to-day operations.</p><p>Key Responsibilities</p><ul><li>Supervise and coordinate daily mailroom and office services operations across two locations</li><li>Oversee and support 2 staff members, including workflow management and coverage coordination</li><li>Receive, sort, distribute, and deliver incoming mail and packages accurately and efficiently</li><li>Process outgoing mail and shipments, including FedEx domestic and international shipments</li><li>Ensure accurate entry of shipping information, especially for international addresses and documentation</li><li>Answer phones, respond to emails, and interact with clients in a professional and courteous manner</li><li>Provide high-level customer service and maintain strong client relationships</li><li>Order and maintain inventory of office supplies, stationery, shipping materials, and related items</li><li>Assist with invoice processing and other light accounting/administrative tasks</li><li>Maintain daily logs, records, and departmental reporting as needed</li><li>Monitor service levels and ensure all pickups, deliveries, and shipments are completed on schedule</li><li>Assist end users with mail, shipping, and related office services procedures</li><li>Support general clerical and office services duties as assigned</li><li>Maintain a safe work environment and report any issues or damages to management</li></ul><p><br></p>
<p>Job Title: CRM Administrator / CRM Techno-Functional Analyst -Full-Time, Permanent with immediate full benefits</p><p> Location: Omaha, Nebraska – In Office</p><p> Our GROWING client is seeking a CRM Administrator / CRM Techno-Functional Analyst for a full-time, permanent FTE supporting as an Administrator a highly customized CRM environment & be a long-term part of a team investing in its systems and ownership.</p><p>This CRM Systems Administrator / Analyst will play a key role in the ongoing support, administration, configuration, & optimization of a cloud-based CRM platform, helping support a strategic roadmap CRM-to-ERP integration with Oracle NetSuite. Microsoft Dynamics CRM, HubSpot, or similar CRM tools is relevant.</p><p>Join a company investing in a business-critical CRM platform and Support current operations, contributing to future system improvements & integration. </p><p>** The company uses a cloud-based information CRM management platform similar to Dragonfly that can function as a CRM, project management, document management, and service tracking system in one centralized environment. It is highly customizable and designed to adapt to business needs.</p><p>KEYS: </p><p>Administer, configure, and support a highly customized CRM platform</p><p>Support internal users with day-to-day CRM issues & break/fix tickets</p><p>Troubleshoot issues and collaborate with stakeholders on solutions</p><p>Test updates and changes in a sandbox environment</p><p>Maintain CRM configuration settings and ongoing enhancements</p><p>Manage pricing data & master data</p><p>Partner closely with internal sales teams to provide support and issue resolution</p><p>Document processes, configurations, and support activities thoroughly</p><p>Assist with future integration efforts between CRM and Oracle NetSuite ERP</p><p>Support workflow-driven processes involving quotes, orders, and invoices</p><p>Experience in CRM administration, CRM business analysis, or sales systems support</p><p>Exposure to ERP integration projects, especially Oracle NetSuite</p><p>Comfortable with both technical & business-facing roles Direct hire role with base salary up to $125K, plus bonus/ benefits. For immediate and confidential consideration, please message Carrie Danger on LinkedIn. This is a CRM Administrator / CRM Techno-Functional Analyst Direct Hire position up to $130K BASE PLUS Bonus + PERKS! For immediate / confidential consideration, best to call me directly or message me on LinkedIn, Carrie Danger, SVP Technology & Digital Practice / Permanent Placement Division, Nebraska @ My Direct Office #: 515-259-6087 or my cell is 515-991-0863 & e-mail resume confidentially to Carrie Danger – My direct email address is on my LinkedIn profile.</p>
We are looking for an accomplished Trust & Estate Tax Manager to support a growing public accounting practice in Grand Rapids, Michigan. This position focuses on advising high-net-worth individuals, families, fiduciaries, and related entities on complex tax matters involving trusts, estates, gifts, and individual income tax. The role offers the opportunity to lead sophisticated engagements, strengthen client relationships, and guide team members in delivering accurate, timely, and strategic tax services.<br><br>Responsibilities:<br>• Lead fiduciary, estate, gift, and individual tax engagements from initial planning through final submission, ensuring work is completed accurately and on schedule.<br>• Examine complex federal, state, and local filings, including trust, estate, and gift tax returns, and confirm compliance with current tax rules.<br>• Counsel clients on matters involving fiduciary taxation, wealth transfer planning, charitable strategies, and estate administration considerations.<br>• Investigate technical tax questions related to trusts, estates, and privately held entities, and develop practical recommendations for resolution.<br>• Partner with colleagues across office locations and service areas to provide a consistent, high-quality client experience.<br>• Oversee staff assignments, review completed work, and provide coaching that supports technical growth and career development.<br>• Direct engagement workflow by managing timelines, budgets, staffing needs, and overall project execution.<br>• Identify planning opportunities that may reduce tax exposure and help clients respond effectively to evolving tax legislation.<br>• Contribute to business development efforts by expanding client relationships, recognizing additional service opportunities, and supporting practice growth.<br>• Promote adherence to industry standards, regulatory requirements, and internal quality expectations in all client engagements.
<p><em>The salary range for this position is $135,000-$145,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Accounting Manager. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p><strong>PRIMARY DUTIES AND ACCOUNTABILITIES</strong></p><ul><li>Supports preparation and delivery of corporation's monthly financial statement close process. Primary owner of all accounting or regulatory reporting. Ensures financial transactions are recorded accurately and timely, and analyzes and reviews financial statements for given area of responsibility. Responsible for complete and accurate preparation of all required reports on a quarterly and annual basis. (20%)</li><li>Prepares, reviews or approves account reconciliations for corporation's entities and accounts, as required. (25%)</li><li>Prepares the monthly reporting packages for corporate entities including analysis of current actual results to prior period actual results for corporation- for use in Board and Senior Management reporting and external reporting. (10%)</li><li>Supports the implementation of changes in Generally Accepted Accounting Principles (GAAP). (5%)</li><li>Supports in the accounting, analysis and budgeting of various accounts. (15%)</li><li>Consults and liaises with operating unit finance personnel on accounting issues. (10%)</li><li>Cooperates in special projects and special requests as required for the Controller's Group. (10%)</li><li>Interacts with internal and external auditors, Corporate Controller's Department and business units as required to accomplish goals. (5%)</li></ul><p><br></p>
<p>Robert Half is seeking a Portfolio Manager Consultant for an exciting fully onsite opportunity with a local bank in Brick, NJ. This role will support the continued growth of the Commercial Banking team by managing and analyzing a portfolio of commercial relationships while partnering closely with Commercial Lenders.</p><p><br></p><p>The Portfolio Manager II AVP will be responsible for supporting a Commercial Lender and assigned portfolio, helping maintain credit quality, monitoring risk, coordinating financial reporting, and preparing credit recommendations. Portfolios may include a mix of Commercial Real Estate (CRE), Commercial & Industrial (C& I), Construction, and SBA loans, ranging from approximately $150MM to $300MM+.</p><p>Key Responsibilities</p><ul><li>Manage an assigned portfolio of commercial customers with oversight from a Commercial Loan Officer</li><li>Maintain ongoing business relationships with current customers and serve as a secondary commercial services contact</li><li>Support and oversee reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler tracking</li><li>Coordinate the collection, tracking, and review of financial statements, tax returns, and loan covenants/conditions</li><li>Prepare and coordinate loan modifications, renewals, and extensions</li><li>Monitor assigned accounts for early warning signs of financial weakness or other risks and collaborate with leadership on action plans</li><li>Prepare, update, and maintain credit files in both paper and electronic formats</li><li>Underwrite new and complex commercial loan transactions and requests within the assigned portfolio</li><li>Develop and present credit recommendations to the appropriate level of credit administration</li><li>Serve as a primary or secondary customer contact, as assigned by the Commercial Loan Officer</li><li>Support execution and collection of loan documentation</li><li>Assist with internal and external audits, loan review, compliance, and regulatory examinations</li><li>Maintain working knowledge of bank operating policies and procedures that impact commercial services</li><li>Help support Commercial Lenders in achieving annual operating plan goals</li><li>Coordinate effectively with internal departments to ensure efficient information flow</li><li>Respond to internal and external inquiries within established timeframes and policy guidelines</li></ul><p><br></p>
<p>We are currently looking for a qualified Executive Assistant to assist our clients’ frequent needs in the local area. In this position, you would be given various responsibilities that encompass managing and maintaining executive schedules, which include making travel plans, conference arrangements, setting appointments, and making changes when needed. Other duties will have you overseeing office management to guarantee that operations run smoothly and efficiently. You will also draft memos, letters, and other types of documents on behalf of senior management. The role includes planning and coordinating events, both internal and external. Amid all these tasks, it is crucial to handle all confidential information and data with utmost discretion. </p><p>The ideal candidate should possess a bachelor’s degree, with proven experience in an Executive Assistant, Personal Assistant, or similar role. Excellent written and verbal communication skills, superb multitasking capabilities, efficient time management, decision-making ability and sharp attention to detail are required traits. Proficiency skills in Microsoft Office Suite (Word, PowerPoint, and Excel), email scheduling tools, and team management software are vital to succeeding in this role. </p>