<p>Robert Half is seeking a highly skilled and experienced Corporate Tax Director for our growing client. The Corporate Tax Director role will be tasked with managing all facets of the company's tax strategy, compliance, planning, and reporting, this role ensures adherence to tax obligations across all jurisdictions while mitigating risk and enhancing tax efficiency. The preferred candidate will possess extensive expertise in federal and state tax regulations, demonstrate exceptional leadership capabilities, and have a proven track record of success within dynamic, fast-growing organizations where structures and priorities are constantly evolving.</p><p><br></p><p>Primary Responsibilities:</p><ul><li>Direct and oversee the corporate tax function of the company, encompassing strategy, planning, compliance, and reporting </li><li>Guarantee the accurate and punctual submission of all federal, state, local, and supplementary tax filings </li><li>Formulate and implement tax strategies aimed at optimizing the company’s effective tax rate and cash flow position </li><li>Supervise tax accounting and reporting under US GAAP, including the preparation of tax provisions and related disclosures </li><li>Create and manage a tax reporting dashboard to track key strategies, deliverables, and initiatives </li></ul><p><br></p>
<p>We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. </p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with IRS filing systems</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with client tax filing</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p>Well established investment firm seeks a Tax Compliance Manager who can oversee all aspects of their real estate investment portfolio. Primary duties for this role will consist of overseeing the corporate tax function and compliance, managing the tax team, overseeing tax filings/reporting, assisting with tax provision calculation, coordinating/reviewing the preparation of federal tax returns, create and implement strategic tax planning, manage federal/state/local tax audits, and prepare financial statement tax disclosures as needed. To be successful in this role, Tax Compliance Manager must have the ability to review and prepare complex tax returns and implement company procedures, possess strong written and verbal communications skills, and adaptability to regulatory changes and industry trends.</p><p><br></p><p>What you get to do everyday</p><p>· Timely preparing and filing of all tax returns</p><p>· Identify and mitigate tax risks</p><p>· Develop tax strategies</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Manage and mentor members of tax team</p><p>· Perform tax research as needed</p><p>· Review technical tax provisions</p><p>· Assist with gross receipts taxes</p><p>· Track quarterly/yearly tax projections</p>
<p>Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date</p><p>• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients</p><p>• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns</p><p>• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management</p><p>• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships</p><p>• Identify opportunities to improve the tax process</p><p>• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance</p><p>• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation</p><p>• Perform duties related to the Annual Income Tax Provision and auditing</p><p>• Carry out other tasks as assigned to ensure the smooth running of the department.</p>
<p>Prestigious firm located in the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high-net-worth businesses or individuals. The Tax Manager will be responsible for answering and researching legal/trust related tax inquiries, ensuring compliance with tax laws, managing tax-related matters, advising on tax strategies for trust accounts/estates/etc., preparing and filing federal, state and local tax returns for trust/estates/individuals, providing technical assistance when needed, and collaborating with legal and investment professionals to address tax implications and transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Timely preparing and filing of all tax returns</p><p>· Identify and mitigate tax risks</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Develop tax strategies</p><p>· Assist with international tax and transfer pricing</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Review and process Form 1041</p><p>· Review staff tax transactions</p><p>· Oversee special tax related projects</p>
<p>We are looking for an experienced Senior Accountant to join our client's team in Jenkintown, Pennsylvania. This role offers the opportunity to work with a variety of clients, providing expertise in tax preparation, financial statement preparation, and client relationship management. If you excel in both assurance and tax services, this position will allow you to leverage your skills and grow professionally.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex financial statements in compliance with high standards of accuracy and precision.</p><p>• Collaborate with clients and their accounting teams to reconcile accounts and adjust accruals before tax preparation.</p><p>• Manage the preparation and filing of various tax returns, including corporate, estate, and multi-state taxes.</p><p>• Analyze business operating agreements and calculate debt service coverage ratios for client borrowing arrangements.</p><p>• Conduct month-end closes, journal entries, and account reconciliations to ensure accuracy.</p><p>• Utilize UltraTax software for tax preparation and compliance tasks.</p><p>• Provide strategic advice to clients regarding tax planning and financial management.</p><p>• Build and maintain strong client relationships, addressing their needs with efficiency and care.</p><p>• Assist in audits, reviews, and compilations as necessary.</p><p>• Stay updated on changes in tax laws and accounting standards to ensure compliance.</p>
<p>Public Accounting Firm located in the Montgomery County area is looking to staff an Accounting Office Manager who can audit and review a high volume of tax returns while maintaining the day-to-day administrative operations. In this role, you will assist with accounting and administrative tasks in addition to: manage daily accounting activities, schedule office gatherings, oversee staff training, order office supplies, build and maintain strong customer relationships, ensure compliance with policies and procedures, and research industry development. This Accounting Office Manager must have proven knowledge of administrative practices, generally accepted accounting principles and human resources expertise</p><p><br></p><p>Major Responsibilities </p><p>· Oversee the accounts payable/receivable process</p><p>· Manage order entry transactions</p><p>· Order office supplies</p><p>· Reviewing/Auditing Tax Returns</p><p>· Assist with administrative support</p><p>· Data Management</p><p>· Maintain internal file/record keeping system</p><p>· Coordinate internal and external audits</p><p>· Spreadsheet Maintenance</p><p>· Draft email correspondence</p>
<p>We are seeking an experienced Tax Public specialist to join our clients team in Southampton, Pennsylvania. The ideal candidate will have a strong background in tax preparation, including individual and corporate tax returns. This role offers an opportunity to work in a collaborative environment while delivering high-quality tax services to clients.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns with accuracy and efficiency.</p><p>• Manage corporate tax filings, ensuring compliance with current regulations.</p><p>• Conduct detailed tax planning and analysis to minimize liabilities.</p><p>• Utilize CCH Prosystem Fx software for tax preparation and reporting.</p><p>• Stay updated on changes in tax laws and regulations to provide informed guidance.</p><p>• Collaborate with clients to gather necessary financial information and documentation.</p><p>• Assist in resolving tax-related issues and responding to inquiries from authorities.</p><p>• Maintain organized records of tax documentation and client interactions.</p><p>• Provide insights and recommendations to improve tax strategies for clients.</p>
<p>We are looking for a skilled Tax Preparer to join our team in Berks County, Pennsylvania. This is a long-term contract position that offers the opportunity to assist clients with their tax preparation needs while ensuring compliance with regulations and delivering exceptional service. If you are detail-oriented and proficient in tax preparation processes, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns accurately and efficiently, ensuring compliance with relevant tax laws and regulations.</p><p>• Utilize Pro series Tax Software to process and file tax documents.</p><p>• Conduct thorough reviews of financial records and documentation to verify information and identify any discrepancies.</p><p>• Stay updated on changes in tax laws and regulations to provide accurate advice and services.</p><p>• Collaborate with clients to gather necessary information and provide guidance throughout the tax preparation process.</p><p>• Maintain organized records and files for all completed tax returns.</p><p>• Address client inquiries and resolve issues related to tax filings.</p><p>• Ensure confidentiality and security of sensitive financial information.</p><p>• Assist with year-end tax planning to optimize client outcomes.</p><p>• Provide recommendations for improving tax efficiency based on individual circumstances.</p><p>If interested, please send resume to Jim.Kirk@roberthalf com</p>
<p>Public Accounting firm located in the Delaware area seeks a Auditor who can handle supporting day-to-day auditing and tax services operations. The ideal candidate for this role should have great problem-solving skills, excellent time-management and strong budgeting/forecasting abilities that will ensure revenue generation.</p><p><br></p><p>Everyday Responsibilities</p><ul><li>Conduct and document audit and tax engagements using company software and administrative systems.</li><li>Perform audit procedures, including compilations, reviews, and financial statement analyses.</li><li>Prepare and execute tax procedures for diverse client portfolios, ensuring accuracy and compliance.</li><li>Collaborate with clients to address and resolve audit and tax-related issues effectively.</li><li>Mentor and provide guidance to Staff I Accountants on audit processes, tax preparation, and analytical techniques.</li><li>Assist senior accounting teams and partners in addressing complex business demands.</li><li>Ensure adherence to auditing standards, including GASB, GAAS, and FASB.</li><li>Execute audit engagements for non-profit organizations, government entities, and school districts.</li><li>Deliver high-quality financial reports and recommendations to clients.</li></ul>
<p>Financial Services company located in the Main Line area is looking to add a driven Tax Accountant to their finance department. The Tax Accountant will be responsible for preparing and supporting federal, state, and local tax filings while ensuring compliance with applicable tax laws and regulations. In this role you will assist with tax planning and analysis, tax research projects, prepare sales and use, property, payroll, and other indirect tax filings, reconcile tax related balance accounts, assist with tax notices, audits, and examinations, analyze the fixed asset ledger, and assist with month-end and year-end activities. The ideal Tax Accountant should have proven knowledge of partnership/corporations/individual tax compliance/agreements, federal withholding rules, state and local compliance, and international provisions inclusive of CFC/PFIC rules and regulations.</p><p> </p><p>What you get to do daily</p><p>· Review federal, state, and local tax returns</p><p>· Ensure compliance with tax laws</p><p>· Oversee tax calendars for compliance</p><p>· Create tax strategies</p><p>· Generate tax projections and analysis</p><p>· Review complex tax returns</p><p>· Analyze tax account reconciliations</p><p>· Assist with investor inquiries</p><p>· Identify tax discrepancies</p><p>· Implement best practices</p><p>· Maintain positive client relationships</p>
<p>Investment firm located in the West Chester, PA area seeks a Tax Manager with public accounting expertise. This Tax Manager will play a critical leadership role overseeing tax engagements for a diverse portfolio of clients. The responsibilities of this role include: managing tax planning, compliance, managing and mentoring staff, reviewing/preparing individual, trust and business tax returns, overseeing tax audits, researching business initiatives, and mitigating tax risks. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Prepare tax journal entries, ensuring compliance within tax provisions</p><p>· Identify and mitigate tax risks</p><p>· Develop and implement strategic tax planning</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Maintain and update the organization’s tax policies and documentation</p><p>· Review and analyze financial statements</p><p>· Monitor and interpret changes in tax legislation</p><p>· Coordinate tax audits</p><p>· Oversee special tax related projects</p>
<p>Robert Half is working with a growing CPA firm in Harford County dedicated to providing high-quality tax, accounting, and advisory services to individuals and small businesses. They value accuracy, integrity, and client service, and is seeking a skilled Tax Preparer to join their team. This is a direct-hire opportunity that offers full-benefits and opportunity to work for a well respected organization. If interested, please apply to this posting or contact Cody Marshall at Robert Half to learn more. </p><p><br></p><p>We are looking for an experienced Tax Preparer with a strong background in preparing income tax returns (Form 1040). The ideal candidate is detail-oriented, deadline-driven, and comfortable working in a fast-paced environment during tax season while delivering exceptional service to clients.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and review individual federal and state income tax returns (Form 1040), including:</li><li>Schedules A, B, C, D, and E</li><li>Itemized deductions, credits, and capital gains</li><li>Gather, organize, and analyze client tax documents and financial information</li><li>Ensure compliance with federal, state, and local tax laws and regulations</li><li>Identify tax-saving opportunities and communicate findings to clients and firm leadership</li><li>Respond to client inquiries regarding tax returns and related matters</li><li>Maintain accurate and organized workpapers and documentation</li><li>Assist with tax planning and projections as needed</li><li>Meet firm deadlines and productivity standards during peak tax season</li></ul><p><br></p>
We are looking for a skilled Tax Preparer to join our team on a long-term contract basis in Bel Air, Maryland. This position is ideal for professionals with a strong background in individual tax preparation who are eager to deliver accurate and timely results during peak tax seasons. The successful candidate will play a vital role in ensuring compliance with tax laws while supporting clients with their financial needs.<br><br>Responsibilities:<br>• Prepare and review individual income tax returns (Form 1040), ensuring accuracy and compliance with federal, state, and local regulations.<br>• Analyze and organize client tax documents, including income statements, deductions, credits, and other financial information.<br>• Identify tax-saving strategies and communicate recommendations to clients and team leadership.<br>• Respond promptly to client questions and concerns regarding tax filings and related matters.<br>• Maintain thorough and well-organized documentation for all work completed.<br>• Collaborate on tax planning and projections to assist clients in optimizing their financial outcomes.<br>• Ensure deadlines are met and productivity standards are upheld, particularly during busy tax seasons.<br>• Utilize tax software tools such as Drake, ProSeries, or similar programs to streamline preparation processes.<br>• Assist with multi-state tax filings and small business tax returns as needed.<br>• Stay updated on changes in tax regulations to deliver accurate and informed services.
We are looking for a skilled Tax Preparer to join our team in Paoli, Pennsylvania. In this long-term contract position, you will play a key role in handling tax preparation and ensuring compliance for individual and corporate clients. If you have experience with tax software and a strong understanding of tax regulations, this opportunity is ideal for you.<br><br>Responsibilities:<br>• Prepare and review individual and corporate tax returns, ensuring accuracy and compliance with regulations.<br>• Complete and file 1099 forms in a timely and efficient manner.<br>• Digitize and organize tax documents to maintain a paperless workflow environment.<br>• Utilize tax software, including Lacerte, to streamline preparation processes.<br>• Collaborate with clients to gather necessary financial information and resolve potential discrepancies.<br>• Conduct thorough reviews of tax documents to identify and address errors or omissions.<br>• Maintain up-to-date knowledge of federal and state tax laws to provide accurate guidance.<br>• Assist with additional accounting tasks as needed during tax season.
We are looking for an experienced Staff Accountant to join our team in New Castle, Delaware. This role is ideal for a detail-oriented individual who excels in corporate tax preparation and financial reporting. You will play a crucial part in ensuring accurate accounting processes and compliance with tax regulations.<br><br>Responsibilities:<br>• Prepare and file corporate tax returns, ensuring compliance with all relevant regulations.<br>• Manage sales tax filings and address any related inquiries.<br>• Record and reconcile journal entries to maintain accurate financial records.<br>• Oversee the general ledger to ensure all accounts are balanced and properly documented.<br>• Assist with financial statement preparation, providing accurate and timely reports.<br>• Conduct regular audits to identify discrepancies and implement corrective measures.<br>• Collaborate with internal teams to streamline accounting processes and improve efficiency.<br>• Analyze financial data to support decision-making and strategic planning.<br>• Ensure adherence to accounting standards and company policies.<br>• Provide support during tax audits and regulatory reviews.
<p>We have teamed up with a small company on their search for an ambition, Office/Accounting Manager who can oversee multiple tasks such as office management, administrative assistance, bookkeeping, and accounting. As the Office Manager/Accountant, you will assist with: managing daily accounting activities such as accounts payable transactions, credit card reconciliations, and month end close activities. This candidate will also handle daily administrative duties such as: generating office correspondence, tracking/ordering office supplies, assisting with financial reporting, managing and maintaining account records, distributing incoming mail and packages, and ensuring the office is ran smoothly and compliant. This candidate must have excellent administrative abilities, proven knowledge of generally accepted accounting principles, strong organizational skills with a high attention to detail.</p><p><br></p><p>Major Responsibilities </p><p>· Oversee the accounts payable/receivable process</p><p>· Manage order entry transactions</p><p>· Order office supplies</p><p>· Assist with administrative support</p><p>· Data Management</p><p>· Maintain internal file/record keeping system</p><p>· Assist with month end processing</p><p>· Monthly bank account reconciliations</p><p>· Draft email correspondence</p>
<p>Robert Half is looking for a detail-oriented Tax Accountant to join our team in the Philadelphia area. This Tax Accountant role involves managing a variety of tax-related tasks, ensuring compliance with federal, state, and local regulations, and assisting with tax planning and research initiatives. The ideal candidate will have strong analytical skills, excellent communication abilities, and a solid background in corporate tax preparation.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare federal, state, and local income tax filings for a variety of entities, including partnerships, S corporations, individuals, and trusts.</li><li>Leverage tax preparation software, preferably ProSystem fx Tax or Axcess Tax, to enhance workflow efficiency.</li><li>Engage proactively with senior staff by compiling inquiries and supporting clear, effective communication.</li><li>Assist management in performing preliminary tax research and formulating basic tax planning strategies.</li><li>Maintain accuracy and compliance throughout all tax reporting and filing functions.</li><li>Stay current on relevant tax laws and regulations to deliver well-informed guidance.</li></ul>
Job Title: Tax & Fiduciary Paralegal<br><br>Overview:<br>A large, multi-practice law firm seeks a highly driven, organized, and detail-oriented Tax & Fiduciary Paralegal with 2–5 years of relevant experience.<br><br>Key Responsibilities:<br><br>Prepare legal documents and manage financial and tax aspects of estates and trusts<br>Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements<br>Utilize GOSystems tax software to complete tax documentation and submissions<br>Serve as a liaison between attorneys, clients, financial advisors, and beneficiaries to maintain clear communication and effective case management<br>Requirements:<br><br>2–5 years of experience in fiduciary tax management and trusts and estates law<br>Proficiency in preparing fiduciary income tax and estate tax returns<br>Strong knowledge and experience with GOSystems tax software (required)<br>Exceptional organizational skills and attention to detail<br>Strong written and verbal communication skills<br>Proficiency in Microsoft Office Suite (Word, Excel, Outlook)<br>Experience with document management systems, preferably iManage<br>ABA-approved paralegal certification, preferred<br>Ability to work independently and collaboratively in a fast-paced environment
<p>Industry leading firm seeks a Controller with proven experience working with mergers & acquisitions. The Controller will be responsible for assisting with internal and external audits, coordinating intercompany transactions, overseeing expense reporting, managing budgets for business units, prepare financial forecasting, execute M& A duties, ensuring an accurate month end process, analyzing financial reports, developing and implementing accounting processes, and assisting with tax preparation payments. The ideal individual for this role must be a people leader, drive process improvements & ERP system enhancements, have experience with hazardous material cost tracking and compliance reporting.</p><p><br></p><p>Major Responsibilities</p><ul><li>Review and manage accounting operations</li><li>Oversee the month end close process</li><li>Develop financial strategies</li><li>Prepare financial statements and reports</li><li>Account Reconciliations </li><li>Consolidate financial data</li><li>Internal Control Monitoring</li><li>Assist with internal/external audit preparation</li><li>Coach, Train, Mentor financial staff</li></ul>
<p>We are looking for a highly skilled Senior Tax Accountant to join our team on a contract basis in New York, NY. This role focuses on providing expertise in tax accounting, particularly in sales and use (indirect tax) operations. The ideal candidate will demonstrate strong analytical skills, a proactive approach to managing tax-related responsibilities, and the ability to collaborate with third-party tax service providers.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed reconciliations for tax-related accounts and ensure accuracy in general ledger entries.</p><p>• Prepare and post journal entries related to tax activities, maintaining compliance with accounting standards.</p><p>• Analyze general ledger accounts to identify discrepancies and provide timely resolutions.</p><p>• Collaborate with third-party tax firms to manage projects and ensure proper handling of compliance tasks.</p><p>• Support month-end and year-end closing processes with a focus on tax-related items.</p><p>• Assist with audit preparations, providing necessary documentation and responding to inquiries.</p><p>• Apply expertise in indirect tax, particularly sales and use tax, to ensure accurate reporting and compliance.</p><p>• Utilize systems such as NetSuite and OneSource to manage tax accounting processes efficiently.</p><p>• Work independently to address complex tax accounting challenges with minimal supervision.</p><p>• Stay updated on multi-state and B2B SaaS tax regulations to ensure adherence to current requirements.</p>
A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group on a hybrid schedule in Philadelphia. The team represents executors, trustees, and beneficiaries in all areas of trust and estate administration — including estate settlement, tax return preparation and audits, ongoing trust accounting, and implementation. The firm seeks a detail-oriented and experienced paralegal who takes a practical and personalized approach to client service. <br> Ideal Candidate: The successful candidate will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and trust procedures, strong interpersonal skills to build relationships with clients, and the ability to handle confidential matters with discretion. <br> experience in candidates with estate planning law firm experience should reach out directly to Kevin Ross at Robert Half in Philadelphia.
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Robert Half is seeking a Tax Specialist to support tax compliance for our dynamic client located in Philadelphia. In this Tax Specialist role, you will play a critical part in ensuring adherence to tax laws and regulations while contributing to the organization's financial integrity and value-driven services. As part of the tax team, you will manage various tax-related responsibilities, including preparing and filing tax returns, providing strategic tax advice to leadership, and overseeing tax audits.</p><p><br></p><p>Responsibilities:</p><ul><li>Utilizing technology in the accurate preparation and submission of quarterly and annual tax provisions</li><li>Advising leadership teams through proficient tax accounting knowledge</li><li>Analyzing complex transactions to secure appropriate tax treatment</li><li>Responding to tax audits, inquiries, and notices from tax authorities</li><li>Conducting technical tax research to stay up-to-date with changes in tax laws and regulations</li><li>Preparing and understanding local Transfer Pricing reports for the US and Canada</li><li>Maintaining documentation and supporting records related to tax filings, provisions, and other tax-related activities</li><li>Using Microsoft Excel, Ad Hoc Reporting, Corporate Income Tax, Corporate Tax Compliance, ASC 740, Alteryx, Microsoft Power BI, and Tax Accounting for various tasks and responsibilities</li></ul><p><br></p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
