<p><strong>Tax Senior / Tax Manager – Family Office | Rockville, MD (on-site)</strong></p><p>Are you a tax professional who enjoys variety, high-touch client work, and the opportunity to operate as a trusted partner in a sophisticated family office environment? We are seeking a strong <strong>Tax Senior or Tax Manager</strong> to work closely with leadership across a broad range of tax matters, supporting complex planning, compliance, and analysis for high-net-worth individuals and related entities. This is an ideal opportunity for someone who thrives in a highly collaborative, hands-on role and enjoys serving as a key resource across multiple areas of tax. You’ll step into a visible position with meaningful exposure to nuanced tax issues, strategic planning, and the day-to-day needs of a dynamic family office.</p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with senior leadership on a wide range of tax matters.</li><li>Support <strong>high-net-worth individual tax</strong> compliance, analysis, and planning.</li><li>Assist with <strong>estate and trust tax</strong> matters.</li><li>Contribute to <strong>partnership tax</strong> work.</li><li>Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives.</li><li>Prepare <strong>tax calculations and projections</strong>.</li><li>Assist with <strong>tax analysis and planning</strong> projects.</li><li>Draft clear, professional <strong>tax memos, correspondence, and emails</strong>.</li><li>Track action items and <strong>manage follow-ups</strong> to ensure timely execution.</li><li>Potentially assist with <strong>private equity tax compliance</strong> matters.</li></ul><p><strong>Why This Role</strong></p><ul><li>Unique opportunity to work in a <strong>family office setting</strong> with broad exposure to complex personal and entity tax matters.</li><li>High-visibility role with close partnership to senior leadership.</li><li>Blend of compliance, planning, projections, and analysis.</li><li>Opportunity to expand into sophisticated areas including trusts, partnerships, and private equity-related tax work.</li><li>Collaborative environment where versatility, initiative, and strong judgment are highly valued.</li></ul><p>If you are a polished tax professional looking for a career move that offers breadth, impact, and exposure to complex private client tax matters, we’d love to hear from you.</p>
We are looking for a Controller to lead accounting operations and financial stewardship for a nonprofit organization in Pittsburgh, Pennsylvania. This role will oversee accurate reporting, disciplined close processes, and strong controls while supporting leadership with timely financial insight for planning and decision-making. The position also plays a key part in managing grant and clinical trial finances, ensuring compliance with funding requirements and maintaining reliable records across programs and awards.<br><br>Responsibilities:<br>• Direct core accounting activities across payables, receivables, cash activity, payroll entries, ledger oversight, and account review to support accurate day-to-day financial operations.<br>• Manage month-end, quarter-end, and year-end close cycles, producing complete financial statements that align with nonprofit accounting standards and required reporting timelines.<br>• Review and approve journal entries, reconciliations, schedules, and related support to ensure transactions are recorded correctly by fund, grant, department, program, and clinical trial.<br>• Reconcile bank, credit card, investment, and other balance sheet accounts on a timely basis, researching discrepancies and driving resolution when issues arise.<br>• Administer cost allocation methods, indirect cost treatment, overhead distribution, and restricted funding usage across grants, programs, and research-related activity.<br>• Prepare financial analyses and reports for organizational leadership, board committees, funders, and other stakeholders, highlighting budget variances, emerging risks, and recommended actions.<br>• Oversee post-award financial management for grants and sponsored projects, including budget setup, billing, expenditure tracking, financial reporting, reimbursement requests, and closeout documentation.<br>• Collaborate with grants staff, program leaders, investigators, and study teams to monitor budgets, track milestones, confirm allowable expenses, and support timely invoicing and revenue recognition.<br>• Establish and maintain internal controls, accounting procedures, close calendars, and documentation standards that strengthen compliance, clarify accountability, and improve process efficiency.<br>• Support cash forecasting, financial planning, audit preparation, and organizational decision-making through reliable data, organized records, and responsive financial guidance.
<p>Robert Half is partnering with a rapidly growing, venture-backed technology company is seeking an FP& A Manager to help build and scale the financial planning and analysis function during an exciting stage of growth.</p><p><br></p><p>Reporting directly to the CFO, this individual will play a key role in developing the financial models, forecasting processes, and reporting infrastructure that support strategic decision-making across the organization. This is an excellent opportunity for someone who enjoys combining analytical rigor with business partnership and wants to help shape the future of a high-growth company.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Own and maintain the company's financial model, rolling forecasts, annual budgets, and long-range planning processes</li><li>Lead monthly and quarterly budget-to-actual analyses and provide actionable recommendations to business leaders</li><li>Partner closely with department heads to evaluate spending, forecast operating expenses, and support strategic initiatives</li><li>Analyze key business metrics, customer economics, profitability trends, and performance indicators to drive data-backed decisions</li><li>Support pricing analyses, resource allocation decisions, and financial modeling for new business opportunities</li><li>Prepare board reporting materials, investor presentations, and executive-level financial analyses</li><li>Identify opportunities to improve financial processes, reporting capabilities, and overall planning infrastructure</li><li>Serve as a trusted business partner across finance and operational teams</li></ul><p><br></p><p><strong>Why This Opportunity?</strong></p><ul><li>Highly visible role with direct exposure to executive leadership</li><li>Opportunity to help build and scale a best-in-class FP& A function</li><li>Significant involvement in strategic decision-making, board reporting, and business planning</li><li>Fast-growing, venture-backed organization with strong momentum</li><li>Collaborative, entrepreneurial culture with substantial career growth potential</li></ul><p><br></p><p><br></p>
We are looking for an experienced Tax Manager to join a public accounting team. This role will lead complex tax engagements for business clients while providing practical guidance on compliance, planning, and reporting matters. The ideal candidate brings strong technical tax knowledge, a client-focused approach, and the ability to manage multiple deadlines in a fast-paced services environment.<br><br>Responsibilities:<br>• Lead the preparation and review of corporate tax filings and related workpapers to ensure accuracy, completeness, and timely submission.<br>• Oversee annual income tax provision activities, including analysis, documentation, and coordination with client stakeholders.<br>• Advise clients on sales and use tax matters, using CCH Sales Tax resources to support research and compliance needs.<br>• Manage tax engagements from planning through final delivery, balancing workloads, priorities, and deadlines across multiple accounts.<br>• Utilize CCH ProSystem fx and related tax software to streamline return preparation, review processes, and reporting.<br>• Provide guidance on entity formation considerations, including tax implications and structural recommendations for new or evolving businesses.<br>• Mentor tax staff and senior team members by reviewing work, offering technical direction, and supporting ongoing career development.<br>• Maintain strong client relationships by communicating findings, resolving issues, and identifying opportunities for tax planning improvements.
<p>Seeking an experienced and hands-on Senior Accountant to oversee day-to-day accounting operations, job cost accounting, financial reconciliations, budgeting, and purchasing activities for a growing manufacturing organization specializing in government contracts. This individual will take ownership of the accounting function, ensuring accurate financial reporting, effective cost tracking, and compliance with established accounting practices.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all aspects of job cost accounting, including tracking, analyzing, and reconciling project costs associated with government contracts.</li><li>Manage the general ledger and maintain responsibility for account reconciliations and the accuracy of financial records.</li><li>Prepare and post journal entries, including material transfers, project cost allocations, and other general accounting transactions.</li><li>Manage all bank transactions, bank reconciliations, and cash-related accounting activities.</li><li>Oversee accounts payable, including invoice processing, expense coding, and vendor transactions.</li><li>Manage purchasing activities, including entering purchase transactions into QuickBooks and ensuring proper cost allocation.</li><li>Oversee limited accounts receivable activity, including customer invoicing and contract-related billing.</li><li>Develop, prepare, and maintain budgets for all departments.</li><li>Perform budget-to-actual analysis and monitor project expenditures to ensure accurate cost tracking and financial visibility.</li><li>Prepare and analyze complex Excel spreadsheets to support job costing, financial reporting, and management analysis.</li><li>Maintain accurate accounting for materials and project expenses, with purchases directly expensed under current accounting practices.</li><li>Support accounting and financial reporting requirements related to government contracts.</li><li>Identify and implement process improvements to enhance accounting efficiency, reporting accuracy, and internal controls.</li><li>Provide recommendations to management regarding accounting procedures, financial reporting, and operational improvements.</li><li>Assist with the evaluation and implementation of a new accounting system.</li><li>Support the development of an inventory management system as the organization transitions into production.</li><li>Partner with management and cross-functional departments to support financial planning, project management, and organizational growth.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor's degree in Accounting, Finance, or a related field preferred.</li><li>5+ years of progressive accounting experience.</li><li>Strong experience with job costing, project accounting, cost accounting, or general ledger accounting.</li><li>Solid understanding of journal entries, account reconciliations, financial reporting, and month-end close procedures.</li><li>Experience managing accounts payable, accounts receivable, purchasing, and budgeting.</li><li>Proficiency with QuickBooks and advanced Microsoft Excel skills.</li><li>Demonstrated ability to analyze complex financial data and work with detailed spreadsheets.</li><li>Experience with government contracts, contract accounting, or project-based accounting preferred.</li></ul><p>Please send resumes to Chelsea Halon - chelsea.halon@roberthalf com</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Management Company Controller | Hedge Fund | San Francisco </strong></p><p> </p><p>Join a <strong>rapidly growing hedge fund</strong> at an exciting stage of expansion. This is a high-visibility opportunity to take ownership of the <strong>management company’s accounting and financial operations,</strong> partnering closely with leadership in a<strong> sophisticated, high-performance environment.</strong></p><p> </p><p>The Controller will have broad ownership across accounting, financial reporting, AP, budgeting, payroll, tax, partner activity, treasury, and internal controls. Ideal for a hands-on accounting leader who enjoys building processes, improving infrastructure, and working closely with senior stakeholders. Competitive compensation, bonus potential, and long-term growth upside.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own management company accounting, GL, and monthly close</li><li>Oversee financial reporting, journal entries, accruals, prepaids, fixed assets, and reconciliations</li><li>Manage AP, vendor relationships, payment processes, and cash controls</li><li>Lead budgeting, forecasting, and actual vs. budget analysis</li><li>Oversee payroll and employee benefit accounting</li><li>Coordinate management company and partner tax matters with external advisors</li><li>Oversee partner capital activity, allocations, contributions, and withdrawals</li><li>Develop and maintain accounting policies, procedures, and internal controls</li><li>Oversee treasury activities, banking relationships, and cash movements</li><li>Partner with department heads and employees on financial and operational matters</li><li>Drive process improvements and leverage technology to strengthen the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Senior Accountant/ Accounting Manager/ Controller to oversee core accounting operations and support financial accuracy across multiple entities in southeastern suburbs. This position plays a key role in managing reporting deadlines, maintaining strong internal documentation, and providing timely financial insight to operational leaders. The ideal candidate brings a hands-on approach, strong month-end close expertise, and the ability to improve processes while supporting a broad range of accounting functions. Salary up to $100K. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.</p><p><br></p><p>Responsibilities:</p><p>• Manage invoicing and accounts receivable activities across multiple company entities, ensuring accurate and timely processing.</p><p>• Lead the monthly close process and deliver complete financial statements no later than the second week of the following month.</p><p>• Prepare and file sales and use tax obligations for operations spanning two states while maintaining compliance with applicable regulations.</p><p>• Partner across accounting functions to build working knowledge of accounts payable, payroll, and other essential back-office responsibilities.</p><p>• Create and maintain clear documentation for accounting workflows, controls, and recurring financial procedures.</p><p>• Produce weekly financial updates for operational stakeholders to support informed business decisions.</p><p>• Identify opportunities to simplify accounting processes and improve overall efficiency within the finance function.</p><p>• Assist with additional financial responsibilities as priorities evolve, including areas such as fuel tax, insurance administration, and billboard-related accounting.</p>
<p>We are looking for an experienced finance leader to guide strategic planning, budgeting, and fiscal stewardship for a mission-driven nonprofit in Honolulu, Hawaii. This role partners closely with executive leadership, department heads, and board finance stakeholders to strengthen financial visibility, support sustainable growth, and ensure responsible management of organizational resources. The ideal candidate brings strong nonprofit accounting knowledge, sound judgment, and the ability to translate complex financial information into clear recommendations for decision-makers. Due to onsite requirements, preference will be given to Hawaii residents. Interested applicants are encouraged to apply by calling Melissa at 808.452.0254</p><p><br></p><p>Responsibilities:</p><p>• Partner with senior leadership to shape financial strategy, inform organizational priorities, and support high-level operational decision-making.</p><p>• Direct the preparation of the annual operating budget and longer-range financial projections, while working with department leaders to build realistic plans for programs, events, and travel spending.</p><p>• Oversee monthly financial reporting by tracking actual results against budget, monitoring spending patterns, and communicating performance insights to internal stakeholders.</p><p>• Act as the primary finance contact for the board treasurer and finance committee by organizing meetings, preparing materials, and supporting effective fiduciary review.</p><p>• Collaborate with fundraising and development teams to maintain accurate grant reporting, monitor contributed revenue, and uphold donor and compliance requirements.</p><p>• Lead the annual audit process and coordinate with external accountants, auditors, banks, and other financial partners to maintain accurate records and reliable reporting.</p><p>• Manage required tax and nonprofit compliance activities, including support for Form 990 preparation, state registrations, public financial disclosures, and related annual filings.</p><p>• Oversee day-to-day accounting operations across payables, receivables, payroll entries, reconciliations, cash positioning, and fund transfers to preserve strong liquidity management.</p><p>• Establish, document, and refine financial procedures and internal controls, and drive improvements to payment, reimbursement, and financial systems that strengthen efficiency and accountability.</p>
<p>We are looking for an experienced <strong>Finance Manager to lead</strong> <strong>the financial operations of our industrial business in York, Pennsylvania</strong>. This position plays a central role in delivering accurate reporting, guiding financial planning, and helping leadership make informed business decisions. The ideal candidate brings strong accounting knowledge, sound business judgment, and the ability to translate financial data into practical insights that support growth and operational performance.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with operational and senior leaders to evaluate business performance and support strategic financial decisions.</p><p>• Prepare and present timely financial reports, highlighting trends, risks, and key factors affecting results.</p><p>• Build financial models, investment analyses, and business cases to support capital spending and special initiatives.</p><p>• Direct monthly and annual close activities, ensuring complete and accurate reporting within established deadlines.</p><p>• Review financial performance against plans and forecasts, identifying variances and recommending opportunities for improvement.</p><p>• Lead the development of annual budgets, recurring forecasts, and longer-term financial plans.</p><p>• Maintain compliance with accounting requirements, internal controls, and company financial procedures.</p><p>• Coordinate support for internal and external audits and help address audit requests efficiently.</p><p>• Oversee payables, receivables, collections, disbursements, and cash flow activities in partnership with treasury and operations.</p><p>• Travel as needed to support business and finance priorities.</p>
<p>We are looking for a Financial Analyst to contribute to the organization’s core finance operations in Eatontown, New Jersey. This position supports planning, reporting, and performance analysis while helping maintain reliable financial records and actionable business insights. The role is well suited for someone who is comfortable working across accounting and finance activities, partnering with different teams, and turning data into meaningful recommendations.</p><p><br></p><p>Benefits: Medical, Dental, Vision </p><p><br></p><p>Responsibilities:</p><p>• Prepare recurring financial reports and budget updates for leadership and corporate stakeholders.</p><p>• Support month-end close by recording journal entries, monitoring accruals, and helping complete closing tasks accurately and on schedule.</p><p>• Review inventory activity and purchasing patterns by analyzing sell-through rates, turnover, and items with slow movement.</p><p>• Examine sales, product, cost, margin, and inventory data to identify trends and produce business performance reports.</p><p>• Contribute to forecasting and annual budget planning by gathering inputs, updating models, and tracking assumptions.</p><p>• Create and maintain finance and accounting reports that support day-to-day operations and management decision-making.</p><p>• Help strengthen accounting practices by documenting and improving financial policies and procedures.</p><p>• Process accounts payable transactions, coordinate invoice payments, and assist with general ledger maintenance.</p>
<p>We are looking for an experienced Tax Manager - Corporate to oversee complex tax matters for a privately held organization based in the Reading, Pennsylvania area. This position plays a key role in guiding partnership tax activities, advising on technical issues, and supporting business decisions with sound tax analysis. The ideal candidate brings strong expertise in partnership taxation, compliance, planning, audit support, and tax accounting within public accounting or a large multinational setting.</p><p><br></p><p>Responsibilities:</p><p>• Direct partnership tax reporting activities, including return preparation oversight, allocation approaches, partner communications, and coordination with outside tax advisors.</p><p>• Act as the internal resource for partnership tax matters by providing technical guidance to business and finance stakeholders.</p><p>• Analyze intricate federal and state tax questions, document conclusions, and present practical recommendations to support informed decision-making.</p><p>• Develop and advance tax planning opportunities that improve the organization’s overall tax efficiency and cash tax position.</p><p>• Assess the tax consequences of transactions, entity structure adjustments, and new legislative or regulatory developments.</p><p>• Manage tax examinations and controversy matters by organizing responses, defending positions, and tracking critical filing and statute deadlines.</p><p>• Work closely with Finance and cross-functional teams to assist with tax forecasting and evaluate the tax impact of operational initiatives.</p><p>• Support tax accounting activities, including ASC 740 provision assistance and review of tax-related general ledger balances and reconciliations.</p><p>• Contribute to special projects and strategic tax initiatives while identifying ways to streamline processes and improve workflow effectiveness.</p>
<p>We are looking for an Accounts Payable Clerk to join a fast-paced team in Blaine, Minnesota on a Long-term Contract basis. This position focuses on maintaining accurate invoice records, supporting daily payment operations, and helping ensure smooth communication with vendors and internal stakeholders. The ideal candidate is detail-oriented, organized, and comfortable managing a high volume of accounts payable work while following established procedures.</p><p><br></p><p>Responsibilities:</p><p>• Process incoming invoices with accuracy and enter payment details into the accounts payable system in a timely manner.</p><p>• Create and maintain vendor profiles, ensuring records are complete and up to date.</p><p>• Oversee the shared accounts payable mailbox and route or respond to requests appropriately.</p><p>• Upload invoice documentation and assist vendors with routine payment and account-related questions.</p><p>• Contribute to daily accounts payable operations in a high-volume environment while meeting productivity and accuracy expectations.</p><p>• Follow established department workflows and provide administrative support for recurring accounts payable tasks.</p><p>• Assist with invoice coding and related documentation to support efficient payment processing.</p><p>• Help prepare and support check run activities as needed.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p><em>The salary range for this position is $150,000 - $155,000 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>The Tax Manager will primarily be responsible for federal corporate tax compliance, research, and audit management</p><p> </p><ul><li><strong>Manage preparation and review of the U.S. federal income tax return (Form 1120)</strong>, including consolidated filing, pro formas, and all supporting schedules and statements.</li><li><strong>Own the federal compliance calendar and workflow</strong>, ensuring timely, accurate filings and extension/estimate management.</li><li><strong>Prepare and review federal tax calculations</strong> including <strong>depreciation</strong>, <strong>§163(j) interest limitation</strong>, <strong>BEAT</strong>, and <strong>R& D credit</strong>, with clear workpaper support and audit trails.</li><li><strong>Draft and oversee responses to IRS notices</strong> and correspondence; track issues through resolution and maintain response templates.</li><li><strong>Manage federal income tax audits</strong>, including IDR coordination, issue tracking, and position memos.</li><li><strong>Perform technical tax research and analysis</strong>, draft concise memos and executive summaries.</li><li><strong>Maintain and improve compliance processes and internal controls</strong> (e.g., desktop procedures and reviewer checklists).</li><li><strong>Leverage tax technology</strong> (e.g., OneSource/OTP, fixed asset systems) to streamline data collection and calculations.</li><li><strong>Lead special projects</strong> (e.g., legal entity rationalization, method changes, automation, data quality initiatives) and present findings to stakeholders.</li></ul><p><strong> </strong></p>
<p>For consideration, please reach out to<strong> Jennifer Lavoie</strong> as soon as possible, ensure to include your most current resume when you apply. <strong><em>Connect with me on LinkedIn </em></strong>at Jennifer Lavoie!</p><p><br></p><p>If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.</p><p><br></p><p>Robert Half is seeking a Finance Manager for one of our clients in the Rutland VT area. This Finance Manager will guide financial planning, reporting, and compliance for a community-focused healthcare organization in Vermont. This Finance Manager position supports the financial health of a Federally supported Health Center by delivering accurate analysis, reimbursement oversight, and practical budget management. The role works closely with operational and clinical leaders to help preserve access to essential care through sound financial decision-making.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead the development, administration, and ongoing review of operating and capital budgets, including financially supported grant programs.</p><p>• Evaluate monthly and year-to-date financial results, identify performance trends, and present actionable insights to senior leadership.</p><p>• Build cash flow projections and contribute to long-range financial strategies suited to a low-volume rural healthcare setting.</p><p>• Prepare and analyze Medicare cost reporting and other required reimbursement filings tied to Critical Access Hospital operations.</p><p>• Track reimbursement activity, including interim rate changes and settlement outcomes, while helping maintain compliance with government payment programs.</p><p>• Partner with accounting leadership to produce financial statements, management reporting, and summaries for executive and board review.</p><p>• Strengthen internal controls and uphold financial policies that align with state, federal, and healthcare regulatory standards.</p><p>• Work with department leaders to assess spending, improve cost efficiency, and support service line and staffing productivity analysis.</p><p>• Collaborate with revenue cycle teams to review payer trends, denials, collections, pricing, and charge capture performance in a regulated environment.</p>
<p>We are looking for an experienced Director of Accounting to lead financial operations and provide strong oversight of financial reporting, accounting, compliance, and human resournces for a mission-driven nonprofit. This role partners closely with executive leadership and department leaders to strengthen budgeting, support informed decision-making, and maintain reliable financial controls across the organization. The ideal candidate brings deep expertise in nonprofit accounting, grant oversight, and audit coordination, along with a leadership style that develops staff and upholds accountability.</p><p><br></p><p>Responsibilities:</p><p>• Lead the organization’s accounting function, ensuring financial activity is recorded accurately, consistently, and in accordance with U.S. GAAP and nonprofit reporting standards.</p><p>• Oversee monthly, quarterly, and annual close activities, including journal entry review, reconciliations, supporting schedules, and final financial statement preparation.</p><p>• Design, maintain, and regularly assess accounting policies, workflows, and internal controls to protect assets and support dependable financial reporting.</p><p>• Analyze financial performance, cash position, and emerging risks, then provide clear guidance and timely updates to executive leadership.</p><p>• Partner with department heads and senior leadership to build budgets, track spending trends, and promote responsible use of organizational resources.</p><p>• Manage audit preparation and external financial reviews by coordinating documentation, responding to requests, and helping ensure a smooth review process.</p><p>• Administer grant accounting activities, including tracking restricted funding, monitoring compliance requirements, and supporting accurate fund reporting.</p><p>• Supervise accounting team members by setting priorities, reviewing work quality, coaching performance, and fostering ongoing growth.</p><p>• Develop management reports and board-ready financial information that supports transparency, planning, and organizational oversight.</p>
<p><em>The salary range for this position is $90,000-$110,000 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>Overview </strong></p><p>The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations. The Senior Accountant position reports to the Group Leader and Sr. Manager of the Individual/Foundation Group and provides a unique opportunity for a qualified candidate to leverage his or her accounting, financial analysis and project management within the group.</p><p> </p><p><strong>Key Duties & Responsibilities </strong></p><p>• Maintenance and review of general ledgers, including preparation of accounting entries for the day-to-day transactions and other activity.</p><p>• Preparation and review of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of tax issues.</p><p>• Preparation and review of financial analysis such as tax projections, cash flow and liquidity planning and budgets.</p><p>• Preparing and maintaining periodic reports, including personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies.</p>
We are looking for an experienced Project Manager - Operations to support a credit union in Dublin, California through a Long-term Contract engagement. In this role, you will provide financial leadership for a major platform modernization effort by guiding business case planning, budget oversight, and performance reporting. You will work closely with finance, accounting, technology, and project stakeholders to keep spending, forecasting, and financial controls aligned with organizational goals.<br><br>Responsibilities:<br>• Build and manage a multi-year financial business case that outlines projected costs, anticipated benefits, cash flow impacts, and expected return on investment.<br>• Track project expenses, open commitments, forecast updates, and budget performance while identifying variances and recommending corrective actions.<br>• Coordinate with accounting partners to support capitalization decisions, confirm appropriate financial treatment, and maintain required documentation.<br>• Partner with technology leaders and project stakeholders to review assumptions, validate forecasts, and evaluate overall financial performance.<br>• Create financial models that support scenario planning, sensitivity reviews, and risk assessment for project decision-making.<br>• Prepare clear reports, dashboards, and leadership updates that summarize financial status, key trends, and emerging risks.<br>• Maintain strong governance practices and internal controls to ensure accurate, audit-ready project financial management.<br>• Support financial oversight for large-scale transformation initiatives, including platform modernization or system-related operational changes when applicable.
We are looking for an experienced Project Controller to support the financial performance and governance of complex projects in Charlotte, North Carolina. This role partners closely with project leaders and finance stakeholders to maintain accurate cost tracking, strengthen forecasting, and provide clear insight into project results. The ideal candidate brings strong project accounting expertise, sound commercial judgment, and hands-on experience working with CMiC in a deadline-driven environment.<br><br>Responsibilities:<br>• Oversee project financial activities from initiation through closeout, ensuring budgets, commitments, billings, and cost records remain accurate and current.<br>• Prepare regular financial reports and performance analyses that highlight project status, cost trends, risks, and forecasted outcomes for leadership review.<br>• Collaborate with project managers and operational teams to develop budgets, monitor spending, and address financial variances before they impact delivery.<br>• Maintain and reconcile project accounting data within CMiC, supporting reliable reporting and consistent financial controls across assignments.<br>• Review contracts, change activity, and invoicing details to confirm alignment with project terms and revenue recognition requirements.<br>• Support month-end and year-end close processes related to project portfolios, including accruals, reconciliations, and financial documentation.<br>• Identify process improvement opportunities within project controls and accounting workflows, including updates tied to system or reporting changes when applicable.<br>• Ensure compliance with internal policies, client requirements, and audit standards by keeping complete and organized project financial records.
<p>We are looking for a Controller to lead plant-level financial oversight and deliver accurate, timely insight that supports strong operational decision-making in Palatka, Florida. This role partners closely with leadership to guide reporting, forecasting, and performance analysis while maintaining a disciplined control environment. The ideal candidate brings a solid accounting foundation, sound business judgment, and the ability to translate financial data into practical recommendations for a manufacturing operation.</p><p><br></p><p>Responsibilities:</p><p>• Lead the plant’s accounting activities and oversee the preparation of dependable financial reports for management review.</p><p>• Direct the month-end, quarter-end, and year-end close cycles, ensuring reconciliations are completed accurately and deadlines are met.</p><p>• Review balance sheet accounts, monitor project-related accounting activity, and help maintain effective financial controls across key processes.</p><p>• Analyze plant and project results, identify performance trends, and work with department leaders to address operational and financial improvement opportunities.</p><p>• Produce recurring KPI and dashboard reporting in coordination with sales and operations teams to support business visibility.</p><p>• Contribute financial analysis to capital investment decisions and continuous improvement initiatives within the facility.</p><p>• Support the development of the annual operating budget and monthly rolling forecasts through detailed schedules, modeling, and variance analysis.</p><p>• Strengthen accounting procedures and transaction workflows to improve efficiency, accuracy, and internal control effectiveness.</p><p>• Assist leadership with ad hoc financial reviews, cross-functional initiatives, and other special projects as needed.</p><p><br></p><p>For immediate consideration regarding the Plant Controller role, please send your resume to Molly Helfer Waldman. You can also message me on LinkedIn at Molly Helfer Waldman to send me your resume directly. My email is also located on LinkedIn.</p>
<p>A growing biotechnology organization is looking for an Accounts Payable Specialist to support vendor payments and expense management across its research and corporate operations. This role is ideal for someone who enjoys detailed financial work, can manage a steady invoice volume, and understands the importance of accurate documentation in a regulated business environment.</p><p>Working alongside accounting and procurement, you’ll help ensure invoices are processed correctly, expenses are assigned to the right departments, and vendor accounts remain current.</p><p><strong>Responsibilities</strong></p><ul><li>Process invoices for laboratory supplies, research services, equipment, facilities, and general operating expenses.</li><li>Match invoices to purchase orders, receiving documentation, and approval records.</li><li>Verify general ledger coding, department allocations, and supporting documentation.</li><li>Prepare payment batches and monitor invoice due dates.</li><li>Reconcile vendor statements and resolve missing invoices, duplicate charges, and unapplied credits.</li><li>Maintain vendor records and required tax documentation.</li><li>Review employee expense reports and corporate card transactions.</li><li>Communicate with vendors and internal stakeholders regarding payment status and discrepancies.</li><li>Assist with month-end accruals, AP reconciliations, and audit requests.</li><li>Maintain organized digital records and follow established financial controls.</li></ul>
We are looking for an Accounting Clerk to support daily financial operations and front office activities in Midland, Texas. This contract position combines accounts payable, accounts receivable, receptionist coverage, and administrative coordination in a fast-paced environment. The ideal candidate will bring strong organizational skills, sound judgment with confidential information, and the ability to manage multiple priorities while maintaining accurate records and clear communication.<br><br>Responsibilities:<br>• Manage incoming payments, apply customer receipts accurately, and keep receivable records current and well organized.<br>• Create and send routine customer account statements, monitor overdue balances, and assist with collection follow-up as needed.<br>• Support customer account administration by handling credit reference requests and maintaining contract and insurance documentation.<br>• Review vendor invoices for proper coding, enter payable transactions into QuickBooks, and attach supporting records for audit readiness.<br>• Reconcile supplier statements, research discrepancies, and maintain complete and accurate accounts payable files.<br>• Welcome visitors at the front desk, answer inquiries clearly, and direct drivers or guests to the appropriate contacts or locations.<br>• Prepare bills of lading with the required safety data sheet documentation, track shipment paperwork, and complete month-end BOL accountability.<br>• Organize, scan, and file operational and financial documents, including sales orders and supporting records, in both physical and electronic systems.<br>• Provide general administrative assistance with invoicing platforms and customer portals, including OpenInvoice and related documentation tasks.
<p><em>The salary range for this position is $55,000 - $70,000 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><em>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </em></p><p><br></p><p><strong><u>Job Description </u></strong></p><p>The Head of Accounting will play a critical role in overseeing the financial operations related to our condo property management activities. This includes maintaining accurate financial records, preparing financial reports, assisting with budgeting and forecasting, and ensuring compliance with all relevant regulations. The ideal candidate will have a strong background in accounting, exceptional organizational skills, and a proactive approach to problem-solving.</p><ul><li>Oversee daily accounting operations related to property management, including accounts payable, accounts receivable, and general ledger maintenance for company-owned properties.</li><li>Prepare and review monthly, quarterly, and annual financial statements and reports.</li><li>Assist in the development and implementation of financial policies and procedures to ensure efficiency and compliance.</li><li>Manage the annual budget preparation process and provide ongoing support for budget monitoring and forecasting.</li><li>Conduct regular reconciliations of bank accounts, tenant ledgers, and other key financial accounts.</li><li>Collaborate with property managers to ensure accurate and timely rent collections, lease accounting, and expense reporting.</li><li>Monitor cash flow and manage liquidity.</li><li>Assist with internal and external audits, providing necessary documentation and responding to audit inquiries.</li><li>Maintain up-to-date knowledge of relevant accounting standards, regulations, and best practices.</li></ul><p> </p>
<p>We are looking for a Financial Analyst to join our client's team. This is a mostly remote role with 2 weeks of onsite training and quarterly meetings in New Orleans, Louisiana. In this role, you will help evaluate financial and operational performance by gathering data, conducting research, and supporting the development of analytical reports for healthcare-related engagements. The position offers the opportunity to contribute to client-facing projects while collaborating with experienced professionals and managing multiple priorities in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Enter, organize, and validate financial and productivity information used for modeling, benchmarking, and performance analysis.</p><p>• Gather and synthesize both numerical and narrative healthcare financial and operational data to support consulting engagements.</p><p>• Perform targeted market research on physician specialties, medical services, procedures, and reimbursement trends to inform analysis.</p><p>• Partner with valuation professionals to prepare financial analyses and contribute written content for valuation and consulting reports.</p><p>• Manage several assignments at once by balancing deadlines and adjusting to priorities established by senior team members.</p><p>• Assist with special projects and ad hoc analyses as business and client needs arise.</p><p>• Maintain accurate project documentation and update records within the project management system.</p><p>• Support strong client service by delivering dependable, timely work and communicating professionally throughout each engagement.</p><p>• Work independently with a high degree of accuracy, confidentiality, and accountability while contributing to continuous quality improvement.</p>
<p>Our client is seeking an experienced<strong> </strong>Project Manager to oversee commercial construction and field service projects, with a strong emphasis on operational execution, financial performance, and resource management. This is an office-based project management role focused on coordinating field operations, improving project visibility, and ensuring projects are completed on schedule and within budget.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage multiple projects simultaneously, overseeing schedules, budgets, labor resources, and overall project performance.</li><li>Coordinate field labor, manpower planning, and resource allocation to maximize productivity and utilization.</li><li>Monitor project financials, including job costing, work in progress (WIP), margin performance, and cost-to-complete forecasting.</li><li>Identify project risks, cost overruns, and margin erosion, implementing corrective actions as needed.</li><li>Manage change orders, including scope adjustments, pricing coordination, approvals, and financial impact.</li><li>Partner with field supervisors and operations leadership to drive accountability and ensure project milestones are achieved.</li><li>Maintain regular customer communication regarding project status, schedules, and outstanding issues.</li><li>Collaborate with accounting and operations teams to ensure accurate project reporting, billing, and financial closeout.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Finance Manager | Venture Capital | Palo Alto | Hybrid | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Our client is a <strong>well-established venture capital firm </strong>backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders.</p><p> </p><p>Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>