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16 results for Treasury Analyst in Milford, CT

Financial Analyst
  • Westbury, NY
  • onsite
  • Permanent / Full Time
  • 85000 - 95000 USD / Yearly
  • We are looking for a Financial Analyst to support data-driven decision-making for a non-profit organization in Westbury, New York. This role focuses on evaluating rate performance, monitoring profitability, and translating financial data into clear business insights. The ideal candidate will be comfortable working across budgeting, variance review, and custom reporting while using analytical tools to identify trends and support operational planning.<br><br>Responsibilities:<br>• Evaluate DR-related rates and profitability trends to identify drivers of financial performance and recommend actionable improvements.<br>• Track utilization patterns connected to DR activity and translate findings into meaningful operational and financial insights.<br>• Support the annual budgeting process by preparing forecasts, analyzing assumptions, and maintaining financial planning models.<br>• Compare actual results against budgeted figures, investigate variances, and present clear explanations to stakeholders.<br>• Develop ad hoc financial analyses to address emerging business questions and support leadership decision-making.<br>• Build and maintain reports and dashboards in Power BI to improve visibility into key financial and operational metrics.<br>• Use data analysis techniques and tools, including Python when appropriate, to organize information, uncover trends, and improve reporting accuracy.
  • 2026-08-03T00:00:00Z
Financial Analyst
  • New Haven, CT
  • onsite
  • Permanent / Full Time
  • 75000 - 100000 USD / Yearly
  • <p><strong>Financial Analyst / Underwriter - HYBRID, Hartford</strong></p><p><strong>Contact: </strong>Brittany Rizzo / [email protected]....</p><p><strong>Reference ID:</strong> BR0013272602</p><p><br></p><p>Our client has partnered with Robert Half in their search for a Financial Analyst to join their team in Hartford, Connecticut. In this hybrid role, you will apply your expertise to evaluate financial risks and provide advanced underwriting analysis, ensuring adherence to company guidelines and standards. This position offers an exciting opportunity to contribute to the success of an established insurance organization, and a clear path for growth. </p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed underwriting evaluations to assess individual risks, ensuring compliance with company policies and industry standards.</p><p>• Analyze financial statements and data to make informed decisions regarding risk acceptability and pricing.</p><p>• Collaborate with internal teams to develop accurate financial models and projections.</p><p>• Perform variance analysis to identify discrepancies and provide actionable insights.</p><p>• Utilize data mining techniques to uncover trends and opportunities for optimization.</p><p>• Prepare ad hoc financial analyses to support strategic decision-making and business planning.</p><p>• Review coverages, terms, and conditions to ensure alignment with company objectives.</p><p>• Maintain up-to-date knowledge of market trends and regulatory changes impacting financial underwriting.</p><p>• Communicate findings and recommendations effectively to stakeholders and management.</p><p>• Assist in developing strategies for risk management and improving underwriting processes.</p>
  • 2026-08-14T00:00:00Z
Financial Analyst
  • New Haven, CT
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p><strong>Financial Analyst – FP&amp;A &amp; Strategic Finance</strong></p><p><strong>Hybrid | Greater New Haven, CT Area</strong></p><p>Reference: SF0013480470</p><p>Recruiter Contact: Sal Fiorillo — Sal.Fiorillo@RobertHalf</p><p><br></p><p><strong>Big 4 Ready for Your Next Move?</strong></p><p>Are you currently in Big 4 Audit, Transaction Advisory, Financial Due Diligence, or Consulting and looking to transition into corporate FP&amp;A? Or are you an early-career finance professional seeking significantly more visibility and strategic responsibility than a traditional analyst role?</p><p>This is an exceptional opportunity to join a nationally recognized infrastructure organization where you&#39;ll work directly with executive leadership on financial planning, strategic initiatives, business performance, and corporate growth. Rather than simply reporting numbers, you&#39;ll help influence key business decisions while developing the skills needed for long-term leadership within finance.</p><p><br></p><p><strong>What You&#39;ll Do</strong></p><ul><li>Support budgeting, forecasting, long-range planning, and monthly financial reporting.</li><li>Build sophisticated financial models and perform scenario analysis to support strategic business decisions.</li><li>Analyze financial statements, cash flow, operating performance, project economics, and key business metrics.</li><li>Prepare executive-level presentations highlighting trends, risks, opportunities, and recommendations.</li><li>Assist with strategic initiatives including acquisitions, investments, business expansion, and long-term planning.</li><li>Partner cross-functionally with finance, operations, and project leadership on high-impact initiatives.</li><li>Drive process improvements and enhance financial reporting and analytical capabilities.</li></ul><p><strong>Why This Opportunity?</strong></p><ul><li>Join one of the nation&#39;s premier organizations in their industry with more than a century of industry leadership.</li><li>Backed by a financially strong global parent organization with projects around the world.</li><li>Work directly with executive leadership and gain visibility into major strategic initiatives.</li><li>Support large-scale infrastructure projects that have a meaningful impact across the country.</li><li>Exceptional career growth within a large national organization and global enterprise.</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
  • 2026-07-30T00:00:00Z
Payroll Tax Analyst
  • Stamford, CT
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • We are looking for an experienced Payroll Analyst to support payroll tax operations for a leading financial services organization in Stamford, Connecticut. This hybrid role is ideal for a detail-oriented individual who brings strong multi-state payroll tax expertise and enjoys working across payroll, finance, and HR to maintain accurate, compliant processes. The position offers the opportunity to contribute to a complex employee population while strengthening controls, resolving tax-related matters, and improving reporting accuracy.<br><br>Responsibilities:<br>• Oversee payroll tax compliance activities at the federal, state, and local levels for employees working across numerous jurisdictions.<br>• Prepare and validate quarterly and year-end payroll tax reports, including Form 941, Form 940, W-2 reporting, and applicable state filings.<br>• Act as the primary internal resource for payroll tax matters by advising cross-functional teams on requirements, updates, and potential impacts.<br>• Use payroll platforms and tax compliance tools, including ADP SmartCompliance and related systems, to support accurate filings and reporting.<br>• Reconcile payroll tax balances, assist with accruals, and coordinate with accounting on general ledger accuracy.<br>• Research and resolve tax notices, agency inquiries, and audit-related requests in a timely and well-documented manner.<br>• Maintain organized records and reinforce internal controls that support payroll tax compliance and audit readiness.<br>• Track legislative and regulatory changes affecting payroll taxes and implement process updates to keep the organization aligned with current requirements.
  • 2026-08-11T00:00:00Z
Accounting Analyst, Investments
  • Farmington, CT
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p><strong>POSITION: Accounting Analyst, Investments</strong></p><p><strong>LOCATION: Farmington, CT (Hybrid)</strong></p><p><strong>RECRUITER CONTACT: Kelleigh Marquard - Kelleigh.Marquard@roberthalf</strong></p><p><strong>JOB ID: KM0013474693</strong></p><p><br></p><p>Robert Half has partnered with a highly successful and rapidly growing alternative investment management firm in the Farmington, CT area in search of an Accounting Analyst, Investments. This is an exceptional opportunity to join a premier investment organization known for its collaborative culture, outstanding leadership, and excellent long-term career growth.</p><p>The firm has experienced significant growth in assets under management and continues to expand its investment platform. Despite being part of a larger global organization, the finance team operates in a collaborative environment where employees gain meaningful exposure across the business and work closely with senior leadership.</p><p><br></p><p>POSITION OVERVIEW</p><p>The Accounting Analyst, Investments will support portfolio reporting, investment analytics, and fund operations across a diverse portfolio of alternative investments. This position partners closely with Accounting, Investment Professionals, Investor Relations, and senior leadership to analyze portfolio activity, support financial reporting, and ensure the accuracy of investment data across multiple fund structures.</p><p>This is an excellent opportunity for an accounting professional with public accounting experience who enjoys solving complex problems and wants to build a career in private equity and alternative investments.</p><p><br></p><p>KEY RESPONSIBILITIES</p><p>• Prepare portfolio reporting and investment analytics for private investment funds.</p><p>• Support quarterly and annual financial reporting.</p><p>• Analyze investment activity, capital transactions, portfolio performance, and valuations.</p><p>• Partner with Accounting, Investment Teams, and Investor Relations.</p><p>• Review and reconcile portfolio data for accuracy and completeness.</p><p>• Support partnership accounting and investment reporting.</p><p>• Assist with new fund launches, reporting enhancements, and special projects.</p><p>• Research accounting issues and recommend process improvements.</p><p><br></p><p>COMPENSATION AND BENEFITS</p><p>• Competitive market compensation based on experience level.</p><p>• Performance-based bonus opportunity.</p><p>• Hybrid work schedule.</p><p>• Unlimited paid time off.</p><p>• Comprehensive healthcare and retirement benefits.</p><p>• Outstanding opportunities for career growth and advancement.</p><p><br></p><p>WHY CONSIDER THIS OPPORTUNITY</p><p>This organization offers a unique opportunity to join a growing finance team supporting sophisticated alternative investment strategies. Employees benefit from exceptional mentorship, exposure to experienced investment professionals, a flexible work environment, and a clear path for long-term career advancement.</p><p>If you meet the qualifications for this position and are interested in learning more, please email your resume in confidence to Kelleigh Marquard at Kelleigh.Marquard@roberthalf com. All inquiries are confidential. At Robert Half, we never distribute your resume without your permission.</p>
  • 2026-07-22T00:00:00Z
Finance Manager-Accountant & Treasury
  • Greenwich, CT
  • onsite
  • Permanent / Full Time
  • 135000 - 150000 USD / Yearly
  • <p><strong><u>Finance Manager-Accountant &amp; Treasury</u></strong>: Be part of an <strong><em>exciting growth</em></strong> journey with a fast-rising <strong><em>global company </em></strong>with more than 2,000 employees across 10 offices worldwide, as it continues to invest in and expand its North American headquarters in Greenwich. This is a standout opportunity to accelerate your career, gain broad exposure, and build a more dynamic skill set than you’d typically find in a traditional role. For immediate consideration send resumes to Jennifer.Beilin@Roberthalf (dotcom)</p><p> </p><p><strong>Role Overview: </strong></p><p>This role will support the company’s senior leadership with a wide range of accounting, treasury, cash flow forecasting, reporting, and finance projects while partnering closely with both leadership, global colleagues and external advisors.</p><p><br></p><p><strong>The Impact you&#39;ll Make: </strong></p><ul><li>Oversee day-to-day accounting activities and maintain accurate, timely financial records.</li><li>Track cash balances and support short-term cash planning and treasury operations.</li><li>Prepare and manage a rolling 13-week cash forecast, enhancing accuracy and process ownership.</li><li>Coordinate payments and treasury administration while maintaining proper controls and documentation.</li><li>Develop financial reports, dashboards, and presentations for leadership review and planning.</li><li>Analyze financial and operational data to identify trends, explain results, and support decisions.</li><li>Collaborate with internal stakeholders and external partners on accounting, reporting, and cash management.</li><li>Support special projects and process improvements to enhance finance operations and reporting.</li></ul><p><br></p><p><strong>The Attributes you&#39;ll Bring: </strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or related field</li><li>5+ years of relevant experience, ideally starting career within public accounting</li><li>CPA highly preferred</li><li>Strong working knowledge of accounting fundamentals, reconciliations, and financial reporting practices.</li><li>Advanced Excel capabilities, including the use of formulas, pivot tables, and cash tracking models.</li><li>Fluency in multiple languages is highly beneficial</li></ul>
  • 2026-07-30T00:00:00Z
Corporate Financial Analyst
  • White Plains, NY
  • onsite
  • Temporary / Contract
  • 25 - 40 USD / Hourly
  • <p><strong>About the Role</strong></p><p>We are seeking a detail‑oriented <strong>Financial Analyst</strong> to join our team on a <strong>contract basis</strong>. The ideal candidate will bring strong analytical skills, business acumen, and the ability to quickly step in and support critical financial initiatives in a fast‑paced environment. This role will support budgeting, forecasting, and financial analysis, helping drive data‑driven decision‑making and ensuring accurate financial insights.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Prepare and analyze financial reports, including variance analysis and performance metrics.</p><p>• Support budgeting and forecasting processes, including data gathering and modeling.</p><p>• Analyze trends in revenue, expenses, and operational performance.</p><p>• Build and maintain financial models to support strategic and operational decisions.</p><p>• Partner with business units to provide insights and improve financial performance.</p><p>• Assist with month‑end close by providing analytical support and reporting.</p><p>• Develop dashboards and reports to track key business metrics.</p><p>• Identify opportunities for process improvements and enhanced reporting efficiencies.</p>
  • 2026-08-13T00:00:00Z
Financial Analyst/Manager
  • Meriden, CT
  • onsite
  • Permanent / Full Time
  • 90000 - 130000 USD / Yearly
  • <p>A manufacturing organization is seeking a Financial Analyst to support the Group Controller in overseeing financial reporting, forecasting, accounting practices, and financial processes across multiple business operations in North America and Europe.</p><p> </p><p>This is a <strong>review, oversight, and analysis-focused role</strong> rather than a transactional accounting position. The Financial Analyst will oversee the financial reporting and month-end processes for approximately 10 business groups, each representing businesses with significant revenue, ensuring financial results are accurate, balanced, appropriately reported, and consistent with GAAP and corporate policies.</p><p>The ideal candidate is an accounting-oriented finance professional who understands how financial statements should come together, can identify unusual trends and variances, and is comfortable working with multiple operating groups and serving as a resource on accounting and reporting questions.</p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Review financial statements, forecasts, and accounting activity across approximately 10 business operations in North America and Europe.</li><li>Oversee the month-end reporting process for assigned business groups, ensuring financial results are complete, accurate, and reasonable.</li><li>Review financial results and investigate unusual variances, inconsistencies, or discrepancies.</li><li>Oversee and review intercompany transactions and ensure appropriate accounting and reporting.</li><li>Serve as a resource to operating teams regarding accounting treatment, transaction classification, and application of GAAP.</li><li>Ensure financial reporting is consistent with established accounting principles, corporate policies, and internal procedures.</li><li>Follow up with business units throughout the month-end process to ensure reporting requirements and deadlines are met.</li><li>Review and document financial controls and processes and identify opportunities to strengthen accounting and reporting practices.</li><li>Support the forecasting process by coordinating submissions, monitoring deadlines, and reviewing information for reasonableness and consistency.</li><li>Analyze financial data and aggregate information from multiple operations to identify trends, opportunities, and best practices.</li><li>Assist with the review of financial reporting and accounting processes as part of ongoing process oversight and internal controls.</li><li>Support the Group Controller and Group General Manager with special projects, financial analysis, and other strategic initiatives as needed.</li></ul><p><strong>What You’ll Do</strong></p><p>This position provides a broad view of the financial operations of multiple businesses. Rather than performing journal entries or owning the day-to-day close, you will be responsible for reviewing and overseeing the process and making sure the numbers and accounting make sense.</p><p> </p><p>You will work closely with accounting and finance teams across multiple locations, asking questions, identifying variances, resolving accounting issues, and ensuring that financial information is reported accurately and consistently. The role is ideal for someone who enjoys <strong>understanding the “why” behind the numbers and improving the processes that produce them.</strong></p><p><strong> </strong></p><p>Please send resumes to Chelsea Halon – chelsea.halon@roberthalf com</p>
  • 2026-08-14T00:00:00Z
Financial Anlayst
  • Southport, CT
  • onsite
  • Temporary / Contract
  • 25 - 33 USD / Hourly
  • <p>Financial Analyst</p><p><strong>Location:</strong> Stamford/Norwalk area</p><p><strong>Work Arrangement:</strong> Onsite</p><p><strong>Job Summary</strong></p><p>We are looking for a Financial Analyst to support budgeting, forecasting, reporting, and business analysis activities. This role will help evaluate financial performance, identify trends, and provide insights to support decision-making. The ideal candidate is analytical, detail-oriented, and comfortable working with large sets of financial data.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial reports, models, and analysis</li><li>Assist with budgeting and forecasting processes</li><li>Analyze trends, variances, and business performance</li><li>Support monthly and quarterly reporting activities</li><li>Develop recommendations based on financial results</li><li>Partner with internal stakeholders to gather and interpret data</li><li>Maintain reporting accuracy and improve analytical processes</li><li>Assist with special projects and ad hoc analysis</li></ul><p><br></p>
  • 2026-08-07T00:00:00Z
Business Analyst
  • Stamford, CT
  • onsite
  • Temporary / Contract
  • 23.75 - 27.5 USD / Hourly
  • <p>We are looking for a Business Analyst to join a Long-term Contract opportunity (with possibility of going perm) in Stamford, Connecticut. . This role is well suited for someone who enjoys working hands-on with complex datasets, turning findings into practical recommendations, and supporting business decisions through clear reporting and analysis. The ideal candidate combines strong analytical ability with effective communication skills and is comfortable explaining project goals, methods, and outcomes from end to end. Data visualization experience is preferred! </p><p><br></p><p>Responsibilities:</p><p>• Examine high-volume datasets and spreadsheets to identify trends, issues, and opportunities that can improve business performance.</p><p>• Translate data findings into clear, actionable recommendations for stakeholders through reports, dashboards, and presentations.</p><p>• Build and maintain analytical outputs using tools such as Power BI, Tableau, SQL, Python, and BigQuery.</p><p>• Partner with business teams to gather reporting needs, define metrics, and support data-driven decision-making.</p><p>• Work with information from ERP and CRM platforms to evaluate operational results and produce meaningful business insights.</p><p>• Document analytical approaches, project steps, and outcomes to clearly communicate the full lifecycle of assigned work.</p><p>• Contribute to data visualization initiatives by designing dashboards and summaries that make complex information easier to understand.</p><p>• Support ongoing analysis activities in a hands-on individual contributor capacity, with a focus on execution rather than people management.</p>
  • 2026-08-14T00:00:00Z
Business Analyst
  • Hartford, CT
  • remote
  • Temporary / Contract
  • 57 - 66 USD / Hourly
  • We are looking for a Business Analyst to support a long-term contract opportunity based in Farmington, Connecticut. This role will focus on analyzing business needs, refining operational processes, and helping deliver effective solutions in a structured environment. The ideal candidate brings strong analytical thinking, experience working with cross-functional teams, and the ability to translate complex requirements into clear documentation and actionable outcomes.<br><br>Responsibilities:<br>• Analyze business workflows and identify opportunities to improve efficiency, accuracy, and service delivery across key operations.<br>• Gather, document, and validate business requirements by partnering with stakeholders, subject matter experts, and project teams.<br>• Support configuration-related activities to align system functionality with business needs and documented process requirements.<br>• Perform gap assessments to compare current processes with target-state needs and recommend practical solutions.<br>• Contribute to initiatives involving ADPEV5, pay frequency harmonization, and bridge loan processes by documenting impacts, dependencies, and business rules.<br>• Participate in Agile Scrum ceremonies, track action items, and help ensure requirements are clearly understood throughout the project lifecycle.<br>• Review operational and business documents for completeness, consistency, and alignment with project objectives and compliance expectations.<br>• Collaborate with customer service and call center teams to evaluate process pain points and improve user and customer experiences.
  • 2026-07-31T00:00:00Z
Business Payroll Analyst
  • Plainville, CT
  • remote
  • Temporary / Contract
  • 36.1 - 41.8 USD / Hourly
  • <p>We are seeking a Business Analyst for our client in Plainville, Connecticut. This opportunity is ideal for a detail-oriented professional with strong business analysis experience and a background supporting payroll and leave-related processes in Workday. In this role, you will assess leave configuration requirements in Workday, analyze payroll and leave-related business processes to identify business requirements, process gaps, inefficiencies, and opportunities for improvement, and translate stakeholder needs into clear functional documentation, user stories, and process artifacts that support system configuration efforts. The ideal candidate will be comfortable partnering with cross-functional teams, gathering and documenting requirements, and helping align business processes with system capabilities in a structured environment.</p><p><br></p><p>Responsibilities:</p><p>• Review Workday leave setup and recommend updates that align business rules with operational and compliance expectations.</p><p>• Partner with cross-functional teams to assess gaps between current workflows and desired future-state processes.</p><p>• Facilitate discussions with business users to clarify issues, validate requirements, and support decision-making throughout the project lifecycle.</p><p>• Assist with document review, testing preparation, and validation of configuration changes affecting payroll and leave administration.</p><p>• Support Agile delivery activities by contributing to backlog refinement, requirement prioritization, and ongoing sprint collaboration.</p><p>• Help address employee or stakeholder inquiries related to payroll and leave processes by providing organized research and resolution support.</p>
  • 2026-07-31T00:00:00Z
Financial Planning & Analysis Accountant
  • Stamford, CT
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><strong>Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion)</strong>. If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).</p><p>Straight out of the Big 4, great! The company will teach profitability analysis and you&#39;ll bring the balance sheet &amp; Pnl statement analysis with you.</p><p><br></p><p>This team does some corporate accounting, builds reporting, using Power BI and other tools for creating analytics around the firms budgets, expenses, revenue and profitability. </p><p><br></p>
  • 2026-07-30T00:00:00Z
Business Data Analyst
  • White Plains, NY
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • We are looking for a Business Data Analyst to transform complex data into clear, practical insights that support strategic decision-making. This role is based in White Plains, New York, and is well suited for someone who can bridge business needs with technical data solutions. The ideal candidate brings a strong analytical mindset, experience working with modern data platforms, and the ability to communicate findings effectively across diverse stakeholder groups.<br><br>Responsibilities:<br>• Analyze business and operational data to identify trends, uncover issues, and deliver actionable recommendations.<br>• Design, write, and optimize SQL queries to extract, validate, and manage data for reporting and analysis.<br>• Build and maintain dashboards and visual reports using tools such as Power BI or Tableau to support business visibility.<br>• Collaborate with technical teams and business partners to define data needs, translate requirements, and improve reporting solutions.<br>• Develop and support data pipelines or automated workflows using scripting or programming languages such as Python or Java.<br>• Apply data modeling and warehousing principles to structure information for accurate analysis and efficient access.<br>• Work with cloud-based data environments, including AWS or Azure, to support scalable analytics and data integration.<br>• Investigate data quality concerns and resolve complex data-related problems through structured analysis and testing.
  • 2026-08-05T00:00:00Z
Data Analyst
  • Southport, CT
  • onsite
  • Temporary / Contract
  • 25 - 35 USD / Hourly
  • <p>Data Analyst – Data Visualization and AI Tools</p><p><strong>Location:</strong> Stamford/Norwalk area</p><p><strong>Work Arrangement:</strong> Onsite</p><p><strong>Job Summary</strong></p><p>We are seeking a Data Analyst with strength in data visualization and the use of AI tools to support reporting, dashboard development, and business insights. This role will transform data into meaningful visual outputs, identify trends, and help improve decision-making through modern analytical tools. The ideal candidate is curious, analytical, and skilled at presenting data in a clear and impactful way.</p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze data from multiple sources to identify trends and insights</li><li>Build dashboards, reports, and visualizations for business users</li><li>Support data quality, validation, and cleansing efforts</li><li>Use AI-enabled tools to streamline analysis and reporting workflows</li><li>Translate business questions into actionable data outputs</li><li>Partner with stakeholders to define reporting needs</li><li>Present findings in a clear, concise, and visually effective format</li><li>Support process improvement and automation initiatives</li></ul><p><br></p>
  • 2026-08-07T00:00:00Z
Tax Manager
  • Stamford, CT
  • onsite
  • Permanent / Full Time
  • 125000 - 140000 USD / Yearly
  • <p>We&#39;re partnering with a large investment firm whose got a rare opening working directly for the CFO in a hands on Tax Management role. This person will serve as a key tax subject matter expert supporting the organization’s partnership, corporate, and individual K-1 reporting obligations. This is an ideal opportunity for a tax professional who enjoys being deeply involved in the work, improving process flow, and operating as a senior individual contributor rather than managing a team.</p><p><em>For immediate consideration send resumes directly to Jennifer.Beilin@Roberthalf</em></p><p><strong> </strong></p><p><strong>The Impact You’ll Make </strong></p><ul><li>Lead the tax compliance process across partnerships, corporate entities, and individual K-1 reporting</li><li>Ensure accurate and timely preparation, review, and delivery of tax filings and investor reporting</li><li>Partner with internal stakeholders and external advisors to support tax compliance and planning initiatives</li><li>Help drive process improvements, strengthen controls, and create efficiencies across the tax function</li><li>Stay ahead of tax law and regulatory changes impacting investment structures and reporting requirements</li><li>Support special projects and strategic tax matters in close partnership with the CFO</li></ul><p><br></p><p><strong>Why This Role</strong></p><ul><li>Direct exposure to the <strong>CFO</strong></li><li>High-impact, visible role within a large investment firm</li><li>Opportunity to own and improve important tax processes</li><li>Strong fit for a technically strong, detail-oriented tax professional seeking a strategic individual contributor position</li></ul><p><br></p><p><strong>What You&#39;ll Bring to the table: </strong></p><ul><li>5+ years of recent, directly relevant tax experience</li><li>Strong technical expertise in partnership tax, corporate tax, and individual tax reporting</li><li>Deep experience with Schedule K-1s</li><li>Background in investment management, private equity, hedge funds, asset management, or a related financial services environment</li><li>Ability to work independently, manage multiple deadlines, and thrive in a complex, fast-paced setting</li></ul><p><br></p><p><strong>High Preference for anyone with: </strong></p><ul><li>CPA preferred</li><li>Master’s in Taxation preferred</li><li>Big 4 training/foundation highly valued</li></ul>
  • 2026-07-30T00:00:00Z