<p>About the Role</p><p>We are seeking a <strong>Manager, Client Advisory & Tax</strong> to join a growing consulting and advisory firm in the Horsham, PA area. This role is ideal for a public accounting or advisory professional who enjoys working closely with <strong>privately held companies</strong> navigating critical moments of change, including <strong>ownership transitions, generational succession, mergers and acquisitions, recapitalizations, and public company readiness</strong>.</p><p>This individual will serve as a trusted advisor to clients, helping them strengthen financial operations, improve reporting, manage tax and compliance matters, and make informed decisions during periods of business transformation. The Manager will also play a key role in developing staff, overseeing client engagements, and delivering a high-touch, advisory-driven client experience.</p><p>What You’ll Do</p><ul><li>Lead day-to-day client engagements for privately held businesses, overseeing <strong>compilations, reviews, management reporting, and advisory deliverables</strong>.</li><li>Serve as a strategic advisor to clients by helping them improve accounting operations, enhance reporting accuracy, and use financial information to support decision-making.</li><li>Advise clients on a broad range of accounting and finance matters, including <strong>bookkeeping oversight, budgeting, forecasting, cash flow management, process improvement, and operational restructuring</strong>.</li><li>Provide guidance on <strong>tax planning, compliance, and tax implications</strong> related to business changes, entity structures, ownership transitions, and transaction activity.</li><li>Support clients through significant milestones such as <strong>mergers and acquisitions, business sales, succession planning, capitalization changes, and readiness for outside investment or public reporting</strong>.</li><li>Perform and review complex financial analyses related to <strong>capital transactions, business transitions, due diligence support, and other strategic initiatives</strong>.</li><li>Manage engagement workflow, project timelines, and client deliverables, ensuring work is completed accurately, efficiently, and in alignment with firm standards.</li><li>Review work prepared by staff and senior accountants, providing constructive feedback and maintaining a strong focus on quality and client service.</li><li>Build strong client relationships and act as a go-to resource for business owners, executives, and stakeholders who value practical advice and responsive service.</li><li>Mentor, coach, and develop team members by providing hands-on guidance that strengthens their technical capabilities, confidence, and ability to deliver advisory-focused solutions.</li><li>Help foster a collaborative, entrepreneurial team environment focused on solving problems and supporting clients through change.</li><li>Stay current on relevant accounting, tax, and regulatory developments affecting privately held and growth-oriented businesses.</li></ul><p><br></p>
<p>Robert Half is seeking an exceptional Senior Director of Finance to help steer the future of our client's organization based in the Philadelphia area. As a key partner to the executive team, you’ll influence high-level business decisions, drive financial strategy, and build the scalable infrastructure needed to support continued growth. This is a unique opportunity for a hands-on, forward-thinking professional with experience in high-growth consumer products who thrives in fast-paced environments, turns data into actionable insights, and plays a pivotal role in capital planning, operational excellence, and long-term success.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the executive team to influence company direction through financial insight, scenario planning, and data-driven recommendations.</li><li>Lead budgeting, forecasting, and long-range financial planning, including integrated modeling across income statement, balance sheet, and cash flow.</li><li>Present business performance, financial trends, and strategic guidance to board members, investors, and lending partners.</li><li>Direct fundraising and financing efforts by preparing financial models, diligence materials, lender packages, and other decision-support documentation.</li><li>Oversee core finance and accounting operations, including month-end close, financial reporting, compliance with GAAP, and a strong internal control environment.</li><li>Strengthen cash management, profitability analysis, and working capital planning to improve liquidity and support growth initiatives.</li><li>Create dashboards, KPIs, and reporting tools that improve visibility and accountability across sales, operations, supply chain, marketing, procurement, and product teams.</li><li>Collaborate with commercial and operational leaders on pricing, promotions, inventory strategy, sourcing choices, and manufacturing economics.</li><li>Build and mentor a scalable finance and accounting organization while continuously improving processes, systems, and reporting accuracy.</li></ul>
<p>We are looking for a strategic finance leader to oversee global planning, performance analysis, and executive reporting for our client's operations. This role will work closely with regional finance partners and business leaders to turn complex financial data into clear recommendations that support growth, profitability, and informed decision-making. The ideal candidate brings strong modeling capability, sound business judgment, and a collaborative leadership style suited to a fast-paced international environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and consolidation of annual budgets, quarterly outlooks, and long-range financial plans across global operations.</p><p>• Partner with regional finance teams to align planning assumptions, reporting standards, and deliverable timelines across multiple geographies.</p><p>• Develop and refine financial models that evaluate business scenarios, operational performance, and strategic investment decisions.</p><p>• Deliver monthly and quarterly reporting packages that explain results, highlight variances, and communicate key business drivers to senior leadership.</p><p>• Perform targeted analyses on revenue, margins, pricing, and market trends to support executive decision-making and business priorities.</p><p>• Collaborate with finance systems and technology teams to improve planning tools, reporting capabilities, and analytics platforms.</p><p>• Create and maintain documentation for core FP&A processes to improve consistency, scalability, and knowledge sharing across the organization.</p><p>• Build strong partnerships with business unit leaders and cross-functional stakeholders to support recurring planning cycles and financial reviews.</p><p>• Manage and develop an FP&A analyst by setting priorities, providing coaching, and supporting ongoing growth within the team.</p>