Katie Weigel with Robert Half Finance and Accounting is working with a local CPA firm to identify an Audit Senior or Manager for their growing firm. The firm does a large variety of audits, including private businesses in Manufacturing, and other industries, Governmental, and Not-for-profit. Responsibilities for this position include working with various clients to lead (Manager) or support audits as a Senior. The candidate must possess excellent communication and managerial skills, enjoy managing engagements from start to finish and have a strong technical skill set. The candidate must be a CPA or CPA candidate, have specific knowledge of GASB and FASB pronouncements and application and have a minimum of 3 years experience in a public accounting environment. This is a firm that supports work/life balance (they even have part time managers!) and has a strong culture. They offer excellent benefits, 401K, health, dental and paid/banked overtime. The ideal candidate would have partner track potential. Interested in learning more? Please apply confidentially on our website.
Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Senior Trust Office position with a Trust Company located in Reno. This is a unique role with a boutique trust company. The trust company does no investment management, and is not tied to any investment manager, but does serve as a client services resource to their clients in the way of investment oversight, client advising on personal business matters such as large purchases, real estate transactions, etc. Primary Job Duties and Responsibilities<br>· Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.<br>· On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms.<br>· Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.<br>· Effectively establish and manage client relationships through interaction with grantors and beneficiaries.<br>· Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval.<br>· Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.<br>· Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities.<br>·Actively mentor and train trust administration staff, with management duties as assigned.<br>Educational and Other Requirements<br>· Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable).<br>Additional certification (i.e. JD /MBA/CTFA/CFP/CPA)is strongly preferred.<br>· 8+ years of trust administration or financial services planning experience with a focus on exemplary customer service for high net-worth clients.<br>· Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions.<br>The company offers a strong benefits package, 2-3 days per week in office in Reno is the current structure, and there is excellent opportunity for growth into a further leadership role. 4 Weeks of PTO, bonus potential, and strong medical coverage are offered! Interested in learning more? Please apply today!
Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Tax Senior or Tax Manager role with a growing public accounting firm. This firm has experienced steady growth over the last 15 years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate) as well as very interesting project accounting for a number of businesses in a variety of industries at a high level of sophistication. The firm has great tenure in their staff, fosters a highly collaborative environment, and spreads the wealth of the practice through bonuses twice a year. They are seeking a candidate who is committed to public accounting (open to partnership track for Manager level candidates), has very strong technical skills in tax and has strong interpersonal skills. Candidates must have a minimum of 3-5 years of tax experience (must be at 60% tax if in an audit/tax role currently) with the ability to both review work, and be hands on at a high technical level. The firm works on highly complex tax clients. In addition to generous bonuses, the firm offers 4 weeks of vacation, a 4% 401k match, 100% coverage for medical insurance for the employee, and Life and Disability insurance. They have a fantastic track record of promoting capable professionals to partner. If you are interested in hearing more about this opportunity, please contact me today!
<p>We are looking for a detail-oriented and resourceful Administrative Assistant to join our team on a long-term contract basis in Carson Nevada. In this role, you will play an important part in ensuring the efficient operation of our sales office by handling administrative tasks, supporting staff, and maintaining office workflows. This position is ideal for someone who excels in organization, communication, and thrives in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Assisting the sales manager by oversee daily office operations to ensure smooth and efficient workflows.</p><p>• Manage administrative tasks, including documentation, filing, and correspondence.</p><p>• Schedule and coordinate deliveries to customers and from vendors to maintain timely operations.</p><p>• Track and maintain inventory levels while placing orders when necessary.</p><p>• Provide support to office staff by assisting in scheduling and coordinating tasks.</p><p>• Deliver exceptional customer service by assisting clients with inquiries and resolving issues.</p><p>• Implement and maintain office procedures to ensure consistency and efficiency.</p><p>• Identify areas for operational improvement and suggest actionable solutions.</p><p>• Answer inbound calls and provide receptionist support as needed.</p><p>• Collaborate with vendors to manage relationships and ensure seamless supply chain operations.</p>