The company has had an accounting manager active in the business virtually since its inception. The accounting processes and procedures are well established although there is always room for improvement. The systems employed by the company are adequate but there will be a need to upgrade the systems and automate the collection of data from the field consultants in the future. The principal responsibilities encompass the accounting and reporting functions, and the position has dual reporting responsibilities to a part time chief financial officer and a permanent vice president. The position is also responsible for the bi-weekly payroll which is processed through ADP. The accounting system in use by the company is Sage 100. Duties and responsibilities will include billing and accounts receivable, accounts payable and cash disbursements, maintenance of the general ledger and monthly closings. Specific duties and responsibilities at the onset of the employment tenure include, but are not limited to, the following:<br>• Perform the monthly closing and prepare financial statements.<br>• Make journal entries as appropriate to maintain the accuracy of the general ledger including accruals and prepaids.<br>• Prepare a monthly closing schedule and post monthly closing journal entries.<br>• Prepare bi-weekly payroll for submission to ADP and prepare and post journal entries.<br>• Prepare a variety of account analyses related to hours and costs of consultants and other financial issues.<br>• Oversee the preparation and recording billings to the company’s clients.<br>• Maintain the accounts receivable sub ledger and post cash receipts.<br>• Oversee the collection activities in concert with other office personnel as required.<br>• Process vendor payments and related cash disbursements.<br>• Read and interpret client contracts.<br>• Communicate with client personnel as appropriate.<br>• Complete various tax filings as directed.<br>• Other duties as directed from time to time.
<p>Robert Half is partnering with our client, a leading global lifestyle and apparel organization, in the search for a Wholesale Apparel Merchandiser. This role supports a high-visibility wholesale business and plays a key part in developing category strategies, building curated assortments, and analyzing marketplace performance. The ideal candidate is detail-oriented, data-driven, and passionate about creating product experiences that resonate with consumers across the apparel market.</p><p><br></p><p><strong>Position:</strong> Merchandiser, Wholesale Apparel</p><p><strong>Location:</strong> Costa Mesa, CA (Hybrid — Onsite Tuesday–Thursday)</p><p><strong>Duration:</strong> 6-month contract</p><p><strong>Pay Rate: </strong>$22.50/hour</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Wholesale Apparel Merchandiser will support the Merchandising Manager in driving category strategies, seasonal assortments, and marketplace insights for the wholesale channel across the Americas region. This role contributes to product planning, go-to-market preparation, and in-season performance monitoring to ensure the delivery of the right product at the right time. Success in this position requires strong analytical skills, cross-functional collaboration, and an understanding of the wholesale apparel landscape.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the development and maintenance of regional line architecture and assortment strategies for the wholesale channel, including franchise and lifecycle management.</li><li>Assist with creating curated seasonal assortments that support commercial priorities and align with brand and marketing strategies.</li><li>Provide data-driven insights, reporting, and recommendations to inform long-term merchandise financial plans and marketplace execution.</li><li>Prepare seasonal recaps, performance summaries, and analysis to identify opportunities for optimization.</li><li>Assist with GTM (go-to-market) preparation, including coordinating samples and developing materials for internal and external presentations.</li><li>Collaborate with Wholesale Planning to monitor in-season performance, support financial goals, and recommend promotional or markdown actions aligned with global guidelines.</li><li>Conduct trend research and competitive analysis to inform assortment decisions and identify market opportunities.</li><li>Execute ad-hoc reporting and analysis to support seasonal planning and decision-making.</li><li>Manage merchandising operations such as sample tracking, seasonal reporting, and updates to line architecture documents.</li></ul>
<p>We are inviting applications for the role of a Staff Accountant in Laguna Beach, California. This role is central to our clients real estate team, primarily focusing on accounts payable tasks using Yardi software. The role is in-office and offers an exciting opportunity for those with a background in accounting.</p><p><br></p><p>Responsibilities:</p><p>• Execute and supervise accounts payable using Yardi software</p><p>• Perform check runs and contribute to other accounting tasks as needed</p><p>• Offer support to property management and office tasks as required</p><p>• Ensure precision and meticulousness in all financial transactions</p><p>• Handle accounts receivable tasks and bank reconciliations</p><p>• Maintain and manage the general ledger</p><p>• Record and manage journal entries</p><p>• Close financial records at the end of each month</p><p>• Use accounting software like NetSuite, Oracle, QuickBooks, and SAP effectively.</p>
<p>We are looking for a highly skilled Tax Manager to lead the development and implementation of strategic tax technology solutions. This role involves collaborating with cross-functional teams to enhance tax processes, ensure compliance, and optimize the use of advanced tools in managing tax operations. The ideal candidate will have a strong background in tax technology and a proven track record in driving efficiency and innovation.</p><p><br></p><p>Responsibilities:</p><p>• Design and execute a comprehensive tax technology strategy to streamline compliance, reporting, data analytics, and process management.</p><p>• Serve as the primary tax representative on cross-functional project teams, ensuring tax requirements are met during technology implementations.</p><p>• Collaborate with IT and other departments to define functional requirements, review technical designs, and oversee application testing, deployment, and maintenance.</p><p>• Lead tax technology projects using recognized project management methodologies to ensure successful outcomes.</p><p>• Establish and maintain robust internal controls for all tax technology applications, ensuring compliance with Sarbanes-Oxley Section 404.</p><p>• Manage user access, perform system updates, and provide technical support for tax technology applications.</p><p>• Stay informed about emerging tax technology trends and refine strategies to achieve optimal performance.</p><p>• Develop detailed process documentation, deliver end-user training, and create policies for efficient technology use.</p><p>• Oversee relationships with vendors and consultants to ensure effective implementation and support of tax applications.</p><p>• Provide training to tax team members on software tools and process enhancements. </p><p><br></p>
<p>A rapidly growing <strong>technology and SaaS company in Carlsbad</strong> is searching for a highly analytical <strong>Junior Financial Analyst</strong> to join their finance and business intelligence team. This position is ideal for someone early in their finance career who enjoys digging into data, building financial models, and helping leadership understand trends that drive business performance. The environment is dynamic, agile, and quickly expanding—perfect for someone who wants exposure to all areas of corporate finance and FP& A.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Support senior analysts and finance leadership with <strong>budgeting, forecasting, and monthly variance analysis</strong></li><li>Assist in developing <strong>KPI dashboards</strong>, weekly metrics updates, and board reporting materials</li><li>Perform revenue and cost analysis across product lines; identify changes in customer behavior, retention, and acquisition costs</li><li>Help maintain, refine, and automate financial models using Excel and internal BI reporting tools</li><li>Participate in month-end close by preparing financial summaries, accrual analysis, and expense reviews</li><li>Assist with project-based financial research such as pricing analyses, customer lifetime value, and ROI modeling</li><li>Generate ad hoc reports for operations, sales, and executive teams</li><li>Ensure data integrity across multiple systems and assist with reconciliation projects</li></ul><p><br></p>
We are looking for an experienced Accounting Manager/Supervisor to lead critical financial operations in Rancho Santa Margarita, California. This role involves overseeing both Accounts Receivable and Accounts Payable functions, ensuring smooth monthly closings, and driving improvements in financial processes. The ideal candidate will bring expertise in accounts reconciliation and collections while managing a small team in a fast-paced environment.<br><br>Responsibilities:<br>• Lead and oversee Accounts Receivable and Accounts Payable functions, ensuring efficiency and accuracy.<br>• Fully manage the monthly financial close process, including preparation and review of journal entries.<br>• Address and resolve aged receivables and reconciliation discrepancies to maintain financial integrity.<br>• Drive collection efforts and implement strategies to improve cash flow and reduce outstanding balances.<br>• Collaborate with cross-functional teams to enhance financial operations and reporting.<br>• Supervise and mentor a small team, fostering growth and accountability within the department.<br>• Prepare and analyze consolidated balance sheets and financial statements for audits and reporting.<br>• Ensure compliance with relevant accounting standards and company policies.<br>• Develop and refine processes to introduce greater structure and efficiency in financial operations.
We are looking for an experienced Assistant Controller to join our team in Newport Beach, California. In this role, you will play a key part in overseeing financial operations, ensuring accuracy in reporting, and maintaining compliance with applicable regulations. This position offers an excellent opportunity to contribute to organizational growth while honing your expertise in accounting and financial management.<br><br>Responsibilities:<br>• Prepare comprehensive financial statements to provide insights into the company’s financial performance and future outlook.<br>• Manage and analyze balance sheets to monitor earnings and forecast expenses effectively.<br>• Assist in overseeing accounting, auditing, and budgeting processes to ensure operational efficiency.<br>• Coordinate and contribute to audit preparations, ensuring readiness and compliance.<br>• Identify and resolve discrepancies or inaccuracies in financial records.<br>• Ensure all financial processes comply with regulatory requirements and create reports to reflect adherence.<br>• Utilize accounting software to maintain accurate records and generate detailed financial reports.<br>• Delegate tasks to less experienced accounting staff and provide guidance to ensure quality work.<br>• Collaborate with upper management and relevant stakeholders to prepare and present financial reports.<br>• Support team initiatives by completing related tasks as needed to contribute to overall success.
We are looking for a skilled Staff Accountant to join our dynamic team in Newport Beach, California. This role offers a unique opportunity to work closely with leadership and contribute to the development and enhancement of the accounting department. If you are detail-oriented and have a strong foundation in accounting principles, we encourage you to apply.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable processes with accuracy and efficiency.<br>• Perform bank and account reconciliations to ensure financial records are consistent and up-to-date.<br>• Support cash flow management and forecasting to maintain financial stability.<br>• Collaborate with the Controller to streamline accounting operations and improve internal processes.<br>• Prepare and review journal entries following US GAAP standards.<br>• Assist with month-end and year-end closing procedures to ensure timely reporting.<br>• Conduct regular financial analysis to identify trends and discrepancies.<br>• Maintain organized and accurate financial documentation for audits and compliance purposes.<br>• Provide recommendations to improve accounting policies and procedures.
We are looking for an experienced Tax Manager to oversee comprehensive tax processes and ensure compliance with regulations. This role requires a strategic thinker who can analyze financial data, implement best practices, and provide innovative tax solutions. Join our team in Tustin, California, to make a meaningful impact in tax planning and management.<br><br>Responsibilities:<br>• Oversee the preparation and review of complex income tax returns for individuals and corporations.<br>• Manage tax compliance processes, ensuring timely and accurate submissions.<br>• Coordinate and lead tax audits, serving as the primary point of contact for auditors.<br>• Develop and implement process improvements to enhance efficiency and accuracy in tax operations.<br>• Research and apply innovative tax planning strategies to optimize tax savings.<br>• Monitor industry trends and regulatory changes to ensure compliance and adaptability.<br>• Identify opportunities for tax savings and provide actionable recommendations to improve profitability.<br>• Prepare and manage sales and use tax filings, ensuring adherence to local and federal regulations.
<p>Our client, an innovative leader in the biotech sector, is seeking a detail-driven Staff Accountant to join their finance team. This is a great opportunity for accounting professionals who are passionate about supporting scientific advancement in a fast-paced and collaborative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and maintain journal entries and account reconciliations</li><li>Assist with month-end and year-end close processes</li><li>Support financial statement preparation and analysis</li><li>Reconcile balance sheet accounts and research discrepancies</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Help ensure compliance with internal controls and industry regulations</li><li>Collaborate with cross-functional teams on ad-hoc projects and process improvements</li></ul><p><br></p>
We are looking for an experienced Accounting Specialist to join our team in Fallbrook, California. This long-term contract position offers an excellent opportunity to contribute to essential financial processes, including accounts payable, accounts receivable, and billing operations. The ideal candidate will have a solid understanding of accounting practices and be ready to support various tasks with accuracy and efficiency.<br><br>Responsibilities:<br>• Manage accounts payable processes, including auditing invoices against purchase orders and issuing payments to vendors.<br>• Handle accounts receivable tasks, such as posting payments, creating invoices, and providing backup support for collections.<br>• Process expense reports using Ramp and NetSuite to ensure timely and accurate reimbursement.<br>• Maintain and monitor aging schedules to assist the controller in tracking overdue accounts.<br>• Collaborate with the billing team to oversee automated billing functions and address any discrepancies.<br>• Reconcile financial accounts to ensure accuracy and compliance with company standards.<br>• Support audit preparation by organizing and reviewing financial records as needed.<br>• Work closely with other accounting team members to ensure seamless operations and task delegation.<br>• Provide general accounting support to enhance overall department efficiency.
<p>We are looking for an experienced Administrative Assistant to join our team in Costa Mesa, California. This is a contract to permanent position offering an excellent opportunity to work closely with a property manager and contribute to the daily operations within a property management environment. The ideal candidate will bring strong organizational skills and a proactive approach to administrative support.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to the property manager, ensuring smooth day-to-day operations.</p><p>• Handle incoming calls and direct them appropriately, maintaining clear and attentive communication with clients and vendors.</p><p>• Perform data entry tasks with accuracy, updating records and maintaining organized documentation.</p><p>• Schedule and coordinate appointments for the property manager and other team members.</p><p>• Assist in vendor management by coordinating services and following up on requests.</p><p>• Process payments and maintain accurate financial records.</p><p>• Maintain a welcoming and well-organized front office environment, including receptionist duties.</p><p>• Collaborate with the property manager to address tenant inquiries and support property management activities.</p><p>• Ensure compliance with company policies and procedures in all administrative tasks.</p><p>• Assist with additional office duties as needed to support team objectives.</p>
<p>We are looking for a skilled Data Reporting Analyst to join our team in Irvine, California. In this role, you will transform complex data sets into actionable insights that drive business decisions in the mortgage industry. You will collaborate with stakeholders to optimize operations, improve forecasting, and ensure compliance in a dynamic and regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze mortgage pipeline data, financial trends, and loan performance to provide actionable insights.</p><p>• Design and maintain dashboards and reports to monitor key performance indicators across various business functions.</p><p>• Collaborate with stakeholders to identify inefficiencies and opportunities for operational improvements and revenue growth.</p><p>• Track and report on market trends, campaign performance, and borrower behaviors to guide strategic planning.</p><p>• Ensure the accuracy and integrity of data used in regulatory and compliance reporting.</p><p>• Develop predictive models and conduct scenario analyses to assess risks and forecast trends.</p><p>• Present data-driven recommendations through clear written reports and compelling visual presentations.</p>
<p>A stable and well-established <strong>manufacturing company in San Marcos</strong> is seeking a detail-focused and highly motivated <strong>Junior Financial Analyst</strong> to support the accounting and production finance teams. This role offers hands-on involvement with cost accounting, inventory analysis, and operational reporting—ideal for someone who enjoys understanding <em>how</em> products are made and <em>why</em> financial results shift month to month. This position is intentionally designed to grow into a full Financial Analyst role within 12–18 months.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Assist with <strong>cost analysis</strong>, including material costs, labor hour tracking, production inefficiencies, and overhead allocation</li><li>Prepare <strong>weekly and monthly operational reporting</strong> for production managers and supervisors</li><li>Participate in physical inventory counts and variance explanations</li><li>Work closely with the accounting team to support month-end close activities such as accruals, reconciliations, and COGS analysis</li><li>Maintain and update financial forecasting templates and long-term planning models</li><li>Perform margin and profitability analysis by product line and customer channel</li><li>Gather data from internal systems, validating accuracy and identifying anomalies</li><li>Support pricing reviews, cost-benefit studies, and business case evaluations for capital expenditures</li></ul>
<p>We are seeking a <strong>Billing Clerk</strong> to support daily invoicing and billing operations for a manufacturing and distribution company in Oceanside. This position is ideal for someone earlier in their accounting or finance career who enjoys structured work, consistency, and contributing to accurate financial operations. You’ll work closely with billing specialists and accounting staff to ensure invoices are processed correctly, records are maintained, and data is entered accurately. This role provides an excellent opportunity to grow within an accounting or finance team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Generate and distribute customer invoices based on orders and shipping documentation</li><li>Enter billing data accurately into accounting and ERP systems</li><li>Verify pricing, quantities, and customer information prior to invoicing</li><li>Maintain organized billing files and electronic records</li><li>Assist with resolving basic billing discrepancies</li><li>Support AR and accounting teams with data requests</li><li>Assist with month-end billing preparation and reporting</li></ul>
<p>Our client, a dynamic and rapidly expanding biotechnology firm, is seeking a detail-oriented Billing Coordinator to join its finance team. This is an exciting opportunity for professionals with strong billing acumen who want to contribute to scientific innovation and operational excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, review, and process accurate invoices for clients, vendors, and internal stakeholders.</li><li>Maintain billing records in compliance with company policy and industry standards.</li><li>Reconcile accounts and follow up on outstanding balances to ensure timely collection.</li><li>Collaborate with sales, accounting, and other teams to resolve discrepancies and improve billing processes.</li><li>Assist in month-end close activities and reporting, providing relevant data to support financial analysis.</li></ul><p><br></p>
<p>A well-established healthcare organization in Vista is seeking a <strong>detail-driven Data Entry Clerk</strong> to support critical administrative and reporting functions. This role is ideal for someone who enjoys working behind the scenes to ensure information is accurate, complete, and entered on time. You will be working with sensitive patient and financial data, so precision, confidentiality, and consistency are essential. The ideal candidate finds satisfaction in clean data, organized systems, and contributing to the efficiency of healthcare operations that impact real people every day.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Accurately enter patient, billing, and insurance data into internal systems</li><li>Review documents for completeness and correct errors prior to data entry</li><li>Maintain organized digital records and audit data for accuracy</li><li>Assist with reporting, data cleanup projects, and system updates</li><li>Adhere to HIPAA and confidentiality requirements</li><li>Collaborate with billing and administrative teams</li></ul>
<p>Our client is seeking a detail-oriented Accounts Payable Specialist to join their finance team. This position is ideal for professionals who thrive in a fast-paced environment and have a passion for accuracy in financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and verify invoices, expense reports, and vendor payments</li><li>Reconcile accounts payable transactions and resolve discrepancies in a timely manner</li><li>Support month-end and year-end closing activities</li><li>Maintain accurate records and documentation of transactions</li><li>Collaborate with internal departments and with vendors to ensure prompt and accurate payments</li><li>Assist with audits and ensure compliance with company policies</li></ul><p><br></p>
<p><strong><em>Financial Services Company Seeks Senior Attorney Focused on Broker-Dealer Compliance & FINRA Arbitrations</em></strong></p><p><br></p><p><strong>About Firm & Position:</strong></p><p> A well-established financial services organization is seeking a <strong>Associate General Counsel – Broker-Dealer Regulatory Compliance</strong> to join its growing corporate legal department. This position will report directly to executive leadership and play a pivotal role advising key business units on a wide range of broker-dealer and investment advisory compliance issues. The firm has a reputation for internal promotion, work-life balance, and a collaborative, business-minded legal team.</p><p><br></p><p><strong><u>100% remote in US</u></strong>: This is a true <strong>lifestyle attorney</strong> role—100% remote, capped at 40 hours per week, with sophisticated legal work in a supportive, non-law firm culture.</p><p><br></p><p><strong>Counsel Responsibilities:</strong></p><ul><li>Serve as day-to-day legal advisor to the broker-dealer and investment advisory platforms, focusing on regulatory compliance and risk mitigation.</li><li>Respond to and manage FINRA arbitrations and regulatory inquiries, including overseeing document production and drafting responses in coordination with internal stakeholders.</li><li>Provide legal analysis and develop policies in response to regulatory developments.</li><li>Manage and mentor a team of attorneys focused on regulatory oversight and governance.</li><li>Interface regularly with Compliance and Risk departments to ensure enterprise-wide adherence to securities regulations.</li></ul><p><br></p><p><strong>TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]</strong></p>
We are looking for a skilled Controller to join our team in San Diego, California. This role is ideal for someone who is detail-oriented and has expertise in document management and financial oversight. You will play a key role in ensuring accurate recordkeeping, compliance, and operational efficiency.<br><br>Responsibilities:<br>• Oversee financial records and ensure all documentation is accurate and compliant with regulations.<br>• Manage document control processes, including organizing, scanning, and maintaining essential records.<br>• Implement and maintain systems for compiling and archiving financial and operational documents.<br>• Review and analyze financial data to provide insights and recommendations to leadership.<br>• Ensure proper handling and storage of sensitive information to maintain confidentiality.<br>• Collaborate with team members to improve document management workflows and efficiency.<br>• Monitor and report on financial performance, identifying areas for improvement.<br>• Develop and enforce policies related to document scanning and control.<br>• Train staff on proper procedures for document handling and compliance.<br>• Support audits and other regulatory processes by providing necessary documentation.
<p>Our team is seeking a highly organized Property Administrative Assistant to join a reputable tax firm in Mira Mesa, CA. This role is ideal for candidates with exceptional administrative skills and an interest in property tax, real estate, or related financial services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and organize property tax records, documents, and correspondence for both physical and digital files</li><li>Support research and data entry for property tax filings and appeal processes</li><li>Collect, scan, and track property-related documents from clients and third parties</li><li>Maintain client records and ensure the confidentiality and accuracy of all files</li><li>Coordinate with team members to meet important filing deadlines</li><li>Communicate with clients regarding property tax requirements, deadlines, and necessary documentation</li><li>Support additional administrative projects as assigned</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Our client, a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients by delivering high-quality service and administrative support. This role is essential in maintaining strong client relationships, ensuring accurate account administration, and supporting day-to-day operations in a highly regulated, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Respond to client inquiries related to accounts, transactions, documentation, and general service needs</li><li>Assist with account openings, maintenance, and updates, including processing required forms and documentation</li><li>Accurately enter and update client and account information in CRM and financial systems</li><li>Prepare and distribute client correspondence, statements, and account-related documentation</li><li>Coordinate with financial advisors, operations teams, and custodians to resolve client requests</li><li>Track service requests and follow up to ensure timely completion</li><li>Maintain compliance with firm policies, procedures, and regulatory requirements</li><li>Handle confidential client and financial information with discretion and professionalism</li></ul><p><br></p>
<p>Our client in the construction industry is seeking a detail-oriented Accounting Clerk to join their team on a contract-to-permanent basis. This role is ideal for professionals looking to build their accounting expertise in a dynamic, project-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with accounts payable and accounts receivable processes, including invoice entry and payment tracking</li><li>Reconcile daily bank transactions and maintain accurate records in the general ledger</li><li>Support month-end and year-end close activities</li><li>Prepare and maintain financial documentation for multiple construction projects</li><li>Communicate with vendors and project managers to resolve billing and payment inquiries</li><li>Help ensure compliance with company policies and relevant regulations</li></ul><p><br></p>
<p>A reputable healthcare organization in Vista is hiring a <strong>Billing Specialist</strong> to support accurate medical billing, insurance follow-up, and revenue cycle operations. This role is well-suited for someone who enjoys analytical work, problem-solving, and ensuring claims are billed correctly and reimbursed timely. You will play a critical role in the financial health of the organization by managing claims, resolving billing issues, and collaborating with internal clinical and administrative teams. The ideal candidate is detail-focused, patient, and knowledgeable about healthcare billing processes.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and submit insurance and patient claims accurately and timely</li><li>Review billing data for accuracy, coding alignment, and payer requirements</li><li>Follow up on unpaid or underpaid claims with insurance companies</li><li>Resolve billing discrepancies, denials, and rejections</li><li>Post payments, adjustments, and remittances</li><li>Maintain accurate patient billing records and documentation</li><li>Communicate with patients regarding billing questions and payment options</li><li>Support month-end billing reports and audits</li></ul>
<p>Our client, a respected nonprofit organization, is seeking a detail-oriented Tax Administrative Assistant to join their team. This individual will play a key role in ensuring timely and accurate filing of all tax-related documents and supporting the organization’s compliance efforts.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, organize, and file federal, state, and local tax documents</li><li>Maintain accurate records of tax filings and related correspondence</li><li>Monitor deadlines and ensure timely submission of required nonprofit tax forms (e.g., IRS Form 990)</li><li>Assist with audits and requests for information from regulatory entities</li><li>Support general administrative duties, including data entry, document management, and correspondence with donors and vendors</li><li>Collaborate with the finance team to track expenses and gather necessary financial documentation</li></ul><p><br></p>
