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1095 results for Budget Analyst in Secondary

Tax Senior
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 80000.00 - 110000.00 USD / Yearly
  • <p>Tax Senior – Greater Minneapolis-St. Paul</p><p>Our client seeks an experienced Tax Senior to manage complex tax matters for diverse client entities. This direct hire role offers the chance to deliver strategic tax guidance and ensure full compliance within a financial services environment.</p><p>Key Responsibilities:</p><p>·        Prepare and review advanced tax returns (individuals, partnerships, corporations, estates, trusts).</p><p>·        Identify tax savings and planning opportunities.</p><p>·        Maintain knowledge of current tax codes and regulations.</p><p>·        Advise clients on tax strategies and compliance matters.</p><p>·        Collaborate with internal teams and review peers’ work.</p><p>·        Support process improvement and staff training.</p><p>Interested? Contact Douglas Rickart on LinkedIn, call 612-249-0330, or apply via the link.</p>
  • 2026-06-12T17:13:42Z
Tax Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>Tax Manager – Greater Minneapolis-St Paul area</strong></p><p>Our client, an impressive asset management firm is seeking a Tax Manager to join a collaborative tax team This firm works with a wide range of clients, including family-owned businesses, trusts, and investment entities. This role offers the chance to work with experienced tax professionals in a stable, rewarding environment, with competitive compensation and a comprehensive benefits package.</p><p><strong>Responsibilities:</strong></p><p>·        Manage tax compliance workflows for diverse client portfolios</p><p>·        Serve as primary point of contact for assigned clients, ensuring outstanding service and communication</p><p>·        Mentor, train, and review the work of junior tax staff</p><p>·        Oversee the preparation and review of federal, state, and local tax workpapers and returns</p><p>·        Lead complex tax planning projects and research technical tax issues</p><p>·        Prepare clear and concise research memoranda and provide guidance to clients</p><p>·        Collaborate regularly with senior management and other stakeholders</p><p><strong>Ready to take the next step?</strong></p><p><strong>Connect with Douglas Rickart on LinkedIn, call 612-249-0330, or apply using the provided link.</strong></p><p><br></p>
  • 2026-06-12T17:13:42Z
Tax Manager - Public
  • Saint Paul, MN
  • onsite
  • Permanent / Full Time
  • 110000.00 - 130000.00 USD / Yearly
  • We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
  • 2026-06-12T17:08:43Z
Tax Manager - Public
  • Arlington, TX
  • onsite
  • Permanent / Full Time
  • 120000.00 - 150000.00 USD / Yearly
  • We are looking for an experienced Tax Manager - Public to join a CPA firm serving clients in Arlington, Texas. This role is suited for a tax specialist who can lead complex engagements while also advising clients on accounting, compliance, and financial reporting matters. The position offers a blend of tax leadership and hands-on support across business and individual client needs, with a strong focus on accuracy, responsiveness, and trusted client service.<br><br>Responsibilities:<br>• Lead tax engagements for business and individual clients, overseeing the preparation and review of federal and state filings with particular attention to Texas tax matters.<br>• Manage returns for a variety of entity structures, including S corporations, C corporations, and other closely held business organizations.<br>• Advise clients on tax strategy, compliance obligations, and technical research issues to support informed financial decisions.<br>• Review monthly financial statements, analyze general ledger activity, and help maintain reliable reporting for client accounts.<br>• Supervise bookkeeping activities such as journal entries, account reconciliations, and record maintenance to ensure clean and accurate financial data.<br>• Support month-end and year-end close by preparing and reviewing bank reconciliations and resolving accounting discrepancies.<br>• Provide oversight and assistance for payroll processing and related filings while addressing ongoing payroll questions from clients.<br>• Serve as a primary client contact for tax, accounting, and financial reporting matters, building strong relationships through timely and consultative communication.<br>• Guide staff members on technical work and project execution to help ensure deadlines are met and deliverables meet quality standards.<br>• Contribute to audit support activities when needed by assisting with documentation, analysis, and client coordination.
  • 2026-06-12T16:28:47Z
Tax Director/Manager - Corporate
  • Westlake, TX
  • onsite
  • Permanent / Full Time
  • 140000.00 - 160000.00 USD / Yearly
  • We are looking for an experienced tax leader to join a growing software organization in Westlake, Texas. This role plays a central part in acquisition-related tax matters, international planning, and complex corporate tax initiatives while partnering closely with finance leadership. The ideal candidate brings strong technical depth, sound judgment, and the ability to move projects forward independently in a fast-paced environment.<br><br>Responsibilities:<br>• Direct tax review activities for U.S. and cross-border acquisitions, evaluating exposures, identifying planning opportunities, and supporting transaction structuring decisions.<br>• Oversee tax integration efforts after acquisitions, including entity alignment, method standardization, and incorporation of new businesses into established compliance processes.<br>• Support international tax operations by coordinating transfer pricing support, monitoring intercompany activity, and helping manage foreign filing obligations.<br>• Lead strategic tax projects such as credit studies, tax attribute analysis, and entity restructuring initiatives designed to support business growth.<br>• Work with senior tax leadership to assess legislative developments and shape strategies that improve the organization’s global tax position.<br>• Partner with accounting and financial reporting teams to address tax implications related to complex transactions and business combinations.<br>• Recommend and implement enhancements to tax processes and automation to improve efficiency and scalability as the company expands.<br>• Provide guidance to less experienced team members and serve as a technical resource for finance partners across the organization.
  • 2026-06-12T16:23:39Z
Sr. Tax Manager - Corporate
  • Cordova, TN
  • onsite
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Sr. Corporate Tax Manager to add to our client's growing team. This role will lead key income tax activities for a manufacturing organization in Cordova, Tennessee. This on-site role will oversee corporate tax compliance, provision work, and related controls while managing a small team and partnering with leadership on tax strategy. The ideal candidate brings strong corporate income tax expertise, experience in manufacturing, and the ability to guide both domestic and international tax matters in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and review of annual and periodic income tax provisions, ensuring accuracy, timeliness, and alignment with applicable accounting standards.</p><p>• Direct corporate tax compliance activities, including filings, supporting schedules, and documentation for federal, state, and other required jurisdictions.</p><p>• Manage and develop a team of six tax professionals, setting priorities, reviewing work, and supporting ongoing performance growth.</p><p>• Oversee indirect tax compliance processes and help maintain consistent execution across reporting obligations.</p><p>• Partner with finance and operational stakeholders to evaluate tax impacts, resolve issues, and support business decision-making within a manufacturing environment.</p><p>• Maintain effective internal controls related to tax processes, including support for SOX compliance and audit readiness.</p><p>• Utilize tax and compliance software tools, including ATX and related systems, to streamline reporting, improve data quality, and strengthen process efficiency.</p><p>• Contribute to international tax matters as needed, providing guidance on cross-border considerations and coordinating with internal and external partners.</p>
  • 2026-06-12T15:23:44Z
Tax Manager - Public
  • Santa Ynez, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 140000.00 USD / Yearly
  • We are looking for an accomplished Tax Manager to lead a broad range of tax activities for our practice in Santa Ynez, California. This role is suited to someone who is detail oriented and can balance technical tax expertise with thoughtful client service, while helping ensure accurate filings and sound planning across multiple entity types. The position offers the opportunity to guide staff, address complex tax matters, and contribute to a high-performing public accounting environment.<br><br>Responsibilities:<br>• Oversee the preparation and final review of tax filings across federal, state, and local jurisdictions, ensuring complete and accurate submissions.<br>• Design practical tax strategies that support compliance goals while improving overall tax efficiency for clients and the organization.<br>• Monitor legislative and regulatory updates, evaluate their implications, and develop clear guidance on complex tax issues through research and written analysis.<br>• Lead responses to tax examinations and inquiries by coordinating with auditors, agencies, and internal stakeholders to keep matters moving efficiently.<br>• Provide day-to-day direction, coaching, and development support to entry-level tax team members and operational staff.<br>• Maintain organized tax records and produce reporting materials that inform leadership on key tax positions, risks, and deadlines.<br>• Manage work involving individual, corporate, partnership, fiduciary, exempt, and sales tax matters across a varied client base.
  • 2026-06-12T15:05:10Z
Tax Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 150000.00 - 160000.00 USD / Yearly
  • <p><em>The salary range for this position is $150,000 - $160,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>YOUR ROLE. </strong></p><p><strong><em>Responsibilities include but not limited to:</em></strong></p><ul><li>You will be responsible for managing all aspects of client relationships.</li><li>You will help generate opportunities within existing clients, as well as meeting with and pursuing new clients.</li><li>You will develop a thorough understanding of all audit, tax and consulting services provided by the firm, and actively participate in proposals.</li><li>Work with a team to meet various department deadlines throughout the year</li><li>Assist with the process and review of 1065 tax returns</li><li>Other Ad Hoc projects as needed</li></ul><p> </p><p><br></p>
  • 2026-06-12T13:48:39Z
Tax Director
  • Plano, TX
  • onsite
  • Permanent / Full Time
  • - USD / Yearly
  • <p>We are looking to find a <strong>Tax Director</strong> to lead tax strategy and operations across the Americas.</p><p><br></p><p>This is a <strong>high-visibility, business-facing role</strong> where you’ll help shape tax strategy, drive process transformation, and bring more tax work in-house — all while partnering closely with leadership.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>✅ Hybrid schedule (3 days in office – Plano/Legacy area)</p><p>✅ <strong>100% of employee healthcare premiums covered</strong></p><p>✅ 20% bonus potential</p><p>✅ Family-run global company with a strong, collaborative culture</p><p>✅ Opportunity to influence strategy and implement new ideas</p><p>✅ Blend of tax, finance, operations, and project leadership</p><p><br></p>
  • 2026-06-12T13:28:37Z
Financial Planning Lead - Wealth Management
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 250000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite </strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T07:04:07Z
Accounts Receivable Manager
  • Amityville, NY
  • onsite
  • Permanent / Full Time
  • 75000.00 - 85000.00 USD / Yearly
  • We are looking for an experienced Accounts Receivable Manager to oversee receivables operations for a food and food processing organization in Amityville, New York. This role is responsible for maintaining accurate cash application, strengthening account reconciliation practices, and supporting timely collections activity. The ideal candidate brings strong analytical skills, sound judgment, and the ability to work across departments to resolve payment issues and improve account accuracy.<br><br>Responsibilities:<br>• Record incoming payments from multiple channels, including electronic payments, lockbox activity, and checks, with a high degree of accuracy and timeliness.<br>• Match customer remittances to outstanding invoices, research variances, and resolve posting issues to keep accounts current.<br>• Oversee deduction activity by reviewing chargebacks, shortages, and pricing-related variances, then coordinate follow-up for proper resolution.<br>• Review customer discount claims to confirm they align with approved terms and apply them correctly within the receivables process.<br>• Create and process credit adjustments related to returns, pricing updates, and billing corrections while maintaining clear documentation.<br>• Maintain aging schedules and monitor past-due balances to support collection efforts and improve cash flow visibility.<br>• Work closely with sales, customer service, and operations teams to address disputed invoices and eliminate barriers to payment.<br>• Investigate unapplied cash items, determine the correct allocation, and ensure open items are cleared promptly.<br>• Prepare recurring accounts receivable reports, reconciliations, and supporting analysis for month-end close and audit readiness.<br>• Use Excel tools such as pivot tables and formulas to evaluate payment patterns, account activity, and deduction trends while ensuring compliance with company controls.
  • 2026-05-14T14:27:11Z
Accounting Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • <p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The warm weather months are finally here! Want to be with a company that will ensure you get to enjoy it? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Job Description:</strong></p><p>·      Manage and coordinate month-end close as well as balance sheet reconciliations</p><p>·      Evaluate and make appropriate improvements to internal accounting processes</p><p>·      Manage journal entries, invoices, etc. and reconcile accounts for the monthly or annual closing</p><p>·      Develop financial analyses to support strategic initiatives as needed</p><p>·      Monitor performance indicators, highlighting trends and analyzing causes of variance</p><p>·      Manage and train two Staff Accountants</p><p>·      Month and year-end processing</p>
  • 2026-06-01T17:04:02Z
Director of Accounting
  • Eden Prairie, MN
  • onsite
  • Permanent / Full Time
  • 145000.00 - 165000.00 USD / Yearly
  • <p>We are looking for an experienced Director of Accounting to lead complex technical accounting matters for a dynamic organization.This role is ideal for an individual who can evaluate intricate transactions, develop well-supported accounting positions, and communicate recommendations clearly to senior leaders. The successful candidate will bring strong knowledge of U.S. accounting standards, sound judgment, and the ability to manage high-impact projects independently while collaborating across functions.</p><p><br></p><p>This opportunity comes with medical, dental/vision, discretionary bonus, PTO, short/long term disability, and more. </p><p><br></p>
  • 2026-05-22T13:54:09Z
Tax Accounting Manager - Public
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 150000.00 USD / Yearly
  • <p>We are looking for a Tax Accounting Manager - Public to join a public accounting team in Salinas, California. This role is suited for a tax specialist who can oversee return preparation, support client planning needs, and maintain high standards of accuracy across a range of tax engagements. The position requires a strong foundation in public tax accounting, sound judgment when working with sensitive financial data, and the ability to build trusted client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual and business tax filings, ensuring complete and accurate reporting in line with applicable standards and firm guidelines.</p><p>• Input and organize client financial records and tax documentation within tax software to support efficient and accurate return completion.</p><p>• Manage communications with federal, state, and local tax authorities to address notices, resolve questions, and follow up on client matters.</p><p>• Provide support across accounting, bookkeeping, financial analysis, and planning activities that contribute to broader client tax strategies.</p><p>• Advise clients on tax-efficient approaches related to business growth, wealth considerations, and entity structuring needs.</p><p>• Complete annual income tax provision work and assist with corporate tax return processes for a variety of client engagements.</p><p>• Protect confidential client and firm information by consistently following established privacy, documentation, and information-handling procedures.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
  • 2026-06-11T23:38:41Z
Collections Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000.00 - 100000.00 USD / Yearly
  • <p><em>The salary range for this position is $90,000 - $100,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><b><u>Job Description:</u></b></p><p>•        Manage delinquency performance across all servicing portfolios, ensuring achievement of client, investor, and company delinquency reduction goals.</p><p>•        Oversee collection call strategies, queue management, dialer campaigns, and workforce allocation to maximize borrower contact rates and delinquency resolution outcomes.</p><p>•        Monitor collection effectiveness through key performance indicators including roll rates, right-party contacts, promise-to-pay fulfillment, cure rates, and loss mitigation referrals.</p><p>•        Ensure compliance with CFPB servicing regulations, FDCPA, FCRA, FACT Act, bankruptcy requirements, state collection laws, investor guidelines, and client contractual requirements.</p><p>•        Maintain department readiness for internal audits, external audits, regulatory examinations, and client reviews.</p><p>•        Establish and oversee call quality monitoring programs to ensure compliance, professionalism, borrower experience, and adherence to company standards.</p><p>•        Review escalated accounts and quality assurance findings to identify training and process improvement opportunities.</p><p>•        Identify and implement technology, workflow, dialer, reporting, and automation enhancements that improve operational efficiency, compliance, and borrower engagement.</p><p>•        Establish daily, weekly, and monthly performance objectives and provide ongoing coaching, mentoring, and development to maximize employee and departmental success.</p>
  • 2026-06-11T21:28:39Z
Accounts Payable Manager
  • Desoto, KS
  • onsite
  • Temporary / Contract
  • - USD / Hourly
  • We are looking for an experienced Accounts Payable Manager to support a paper and packaging operation in DeSoto, Kansas. This Long-term Contract opportunity is ideal for a hands-on leader who can bring structure, urgency, and operational discipline to a high-volume AP environment. The role will focus on improving invoice flow, strengthening team processes, and partnering with key stakeholders to restore consistent performance.<br><br>Responsibilities:<br>• Lead day-to-day accounts payable activities in a high-volume setting, ensuring invoices move efficiently from receipt through payment.<br>• Develop practical short-term approaches to reduce outstanding invoice volume and improve processing turnaround times.<br>• Work closely with external consultants and platform partners to investigate and correct system interface issues affecting invoice automation.<br>• Support testing efforts, validate process outcomes, and help implement fixes that improve reliability across AP workflows.<br>• Create and document standardized procedures for invoice intake, review, coding, approval, and payment execution.<br>• Establish clear prioritization methods so urgent and aging items are addressed in a consistent and organized manner.<br>• Train and guide AP staff on updated procedures, expectations, and best practices to improve accuracy and accountability.<br>• Define performance measures and reporting routines that provide visibility into backlog status, throughput, and overall AP effectiveness.
  • 2026-06-11T20:58:40Z
CFO
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 200000.00 - 225000.00 USD / Yearly
  • <p><em>The salary range for this position is $200,000 - $225,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong><u>SCOPE AND RESPONSIBILITIES:</u></strong></p><p><strong> </strong></p><p>•            Assist in the preparation of monthly P& L statements</p><p>•            Manage A/R, A/P, and Payroll (using Paychex). Managing a team of 5+ accounting staff.</p><p>•            Oversee production of KPIs </p><p>•            Revenue and expense variance analysis</p><p>•            Reconcile Sage Intelligence to MAS financials</p><p>•            Process monthly accruals for different divisions</p><p>•            Reconcile accruals to cash accounting statements</p><p>•            Post accrued revenue and expenses to the general ledger</p><p>•            Oversee and generate multiple commission calculations across the firm</p><p>•            Generate and maintain P& L’s for additional business units and department level P& L’s </p><p>•            Oversee payroll and billing for separate divisions</p><p>•            Serve as the firm’s financial representative on a board that oversees three Mutual Funds and three ETFs </p><p>•            Oversee external financial audit and tax work on a timely basis</p><p>•            Oversee an office manager as a direct report. This includes phone systems, supplies, reception and mail.</p><p> </p><p><br></p>
  • 2026-06-11T20:08:39Z
Trust Administrator
  • Garden City, NY
  • onsite
  • Permanent / Full Time
  • 110000.00 - 115000.00 USD / Yearly
  • <p>We are looking for a dedicated Fiduciary Administrator to join a midsize law firm in Garden City, New York. This role requires expertise in estate planning and administration, particularly in preparing estate tax returns and handling complex fiduciary matters. The ideal candidate will have a strong background in drafting estate documents and managing all aspects of probate and trust administration.</p><p><br></p><p>Responsibilities:</p><p>• Draft a variety of estate planning documents, including wills, revocable and irrevocable trusts, Grantor Trusts, QPRTs, CRUTs, and CRATs.</p><p>• Oversee all stages of estate administration, such as filing probate petitions, preparing estate tax returns, and managing estate accounts and distributions.</p><p>• Meet with clients to discuss estate plans and oversee the execution of wills.</p><p>• Provide guidance to trustees, beneficiaries, and personal representatives on trust and estate administration matters, including resolving disputes.</p><p>• Conduct research and analysis on complex estate and gift tax issues to ensure compliance and accuracy.</p><p>• Prepare and file necessary legal documentation for estate administration, including probate filings and accountings.</p><p>• Manage will contests and miscellaneous proceedings related to estate administration.</p><p>• Advise clients on strategies to optimize estate planning and minimize tax liabilities.</p><p>• Collaborate with legal teams and other professionals to ensure seamless administration of estates and trusts.</p>
  • 2026-06-11T18:44:10Z
Tax Manager
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 71.25 - 82.50 USD / Hourly
  • <p>We are looking for an experienced Tax Manager to support a manufacturing organization in Minneapolis, Minnesota through a Long-term Contract engagement. This role will focus on international tax provision work, quarterly reporting activities, and cross-border tax calculations while partnering with finance teams across multiple regions. The ideal candidate brings strong technical tax knowledge, works independently, and can provide reliable support for compliance, forecasting, and audit preparation.</p><p><br></p><p>Responsibilities:</p><p>• Direct quarterly international tax provision activities, including current and deferred tax calculations under ASC 740.</p><p>• Develop estimates and analyses related to key international tax reporting obligations, including Pillar Two safe harbor considerations.</p><p>• Partner with global finance stakeholders to gather required information, validate inputs, and review tax-related data for accuracy.</p><p>• Support quarter-end close processes by contributing to international tax forecasting and related reporting deliverables.</p><p>• Provide responsive assistance on U.S. and international tax compliance matters as business needs arise.</p><p>• Maintain organized tax provision documentation and prepare supporting workpapers to facilitate audit readiness.</p><p>• Build and refine tax models in Excel to improve the quality and consistency of provision calculations.</p>
  • 2026-06-11T17:18:38Z
Accounting Manager
  • Oak Terrace, IL
  • onsite
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • <p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘Spring is here!’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description: </strong></p><p>The Accounting Manager supervises all general accounting functions. Responsibilities will include the coordination of daily accounting operations, directing the monthly close process, coordinating the entity’s treasury operations and the preparation of accurate GAAP basis monthly, quarterly and annual financial statements. Specific job duties will include:</p><ul><li>The coordination of daily financing activities with the Company’s operations team, various mortgage loan brokers, title companies, and warehouse lenders. </li><li>The preparation of quarterly operating and cash forecasts, and various financial analyses as requested from time to time by the Company’s Controller.</li><li>General supervision of the accounting team including assisting where necessary with daily general ledger posting activities. This will include the preparation of interest rate lock derivative calculations, various pricing analyses, sales commission and production bonus calculations, and the periodic mark-to-market valuation of the loans held for sale inventory.</li><li>Reviewing and maintaining all balance sheet reconciliations, and ensuring that all intercompany account balances and all bank account balances are reconciled.</li><li>Working with accounting team to document policies and procedures, and to establish proper controls to deter fraud.</li><li>Responsible for accurate financial management reporting including consolidated financial statements when appropriate.</li><li>Responsible for disbursements review and control, including payroll, shared services, debt reporting, lender covenants, and income tax reporting.    </li><li>Helping to train, develop and build the accounting team, providing guidance as needed. </li><li>Working with a third party valuation company to independently value retained mortgage servicing rights. </li><li>The ability to read and to comprehensively discern the appropriate accounting recognition of various legal agreements including MLPAs, AMAs, and forward purchase and sale agreements. </li><li>Effectively and efficiently coordinate the distribution of financial information to support regulatory compliance reporting and field examinations by warehouse lenders, tax professionals, independent audit firms, and various other third party professionals. </li><li>Provide direction and supervision over: 1) The Monthly Accounting Close Process and recognition of revenue, 2) Reconciliation of all balance sheet accounts to various corporate business units. 3) Administration of treasury functions with Corporate and BU accounts.</li><li>LOS System (Encompass), GL System (NetSuite), Document Management System.</li><li>Needs to be very well organized, and know where all supporting information is located. </li><li>Directs and coordinates all loan transfers to the servicing group.</li></ul><p><br></p>
  • 2026-06-11T16:23:46Z
Workday Financial Systems Manager
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 160000.00 - 165000.00 USD / Yearly
  • <p><em>The salary range for this position is $160,000-$165,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong><u>Job Description:</u></strong></p><ul><li>Lead the implementation and deployment of the Workday Financials products (Core Fins, Procurement, Expense, Accounting Center/Prism)</li><li>Own continued day to day operations of tenant including but not limited to administration, configuration enhancements and deployment of new modules and futures of the product post go-live. </li><li>Be the primary point of contact for all Workday Fins matters and partner with the HRIS manager on the consolidated Workday system strategy.</li><li>Support finance and accounting team with developing Workday reporting environment</li><li>Lead the semi-annual process to review and prepare for new Workday releases</li><li>Manage Workday integrations to internally developed policy administration system, external claims system, banking partners and other third party systems. </li><li>Coordinate work with external vendors in support of the Workday tenant.</li></ul><p><br></p>
  • 2026-06-11T16:23:46Z
Tax Manager
  • Oakbrook Terrace, IL
  • onsite
  • Permanent / Full Time
  • 130000.00 - 150000.00 USD / Yearly
  • <p><em>The salary range for this position is $130,000 - $150,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are looking for an experienced Tax Manager to join our team in Oakbrook Terrace, Illinois. In this hybrid role, you will oversee tax compliance and strategy while ensuring accuracy and adherence to regulations. This is an exciting opportunity to contribute your expertise in tax management within the investment advisory industry.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Manage and oversee tax compliance processes for various entities, ensuring timely and accurate filings.</p><p>• Develop and implement tax strategies to optimize organizational efficiency and minimize liabilities.</p><p>• Review and prepare annual income tax provisions while maintaining compliance with applicable regulations.</p><p>• Conduct audits and provide detailed analysis to ensure financial accuracy and transparency.</p><p>• Utilize accounting software systems, such as CaseWare and CCH ProSystem Fx, to streamline tax-related operations.</p><p>• Collaborate with internal teams to handle entity formation and registration processes.</p><p>• Ensure adherence to local, state, and federal tax laws, including sales tax compliance.</p><p>• Provide guidance and training to team members on best practices in tax management.</p><p>• Monitor changes in tax legislation and implement necessary adjustments to processes.</p><p>• Support financial reporting by integrating tax data with broader accounting functions.</p>
  • 2026-06-11T16:23:46Z
Credit/Collections Supervisor/Manager
  • Appleton, WI
  • onsite
  • Permanent / Full Time
  • 100000.00 - 120000.00 USD / Yearly
  • <p>We are looking for an experienced Credit Manager to lead credit and collections operations in Appleton, Wisconsin. This role is responsible for balancing sound risk management with strong customer support, helping the business make informed credit decisions while protecting cash flow. The ideal candidate will bring strong commercial credit judgment, leadership capability, and the ability to partner effectively with finance, sales, and operations teams.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily credit and collections activities, ensuring decisions align with company policy and acceptable levels of financial risk.</p><p>• Assess new and existing customer accounts by reviewing financial information, credit data, and business conditions to determine appropriate credit limits and payment terms.</p><p>• Track portfolio exposure and aging trends, identify areas of concern, and recommend practical actions to reduce potential losses.</p><p>• Oversee collection efforts and account dispute follow-up to improve receivables performance and support timely resolution.</p><p>• Work closely with finance partners on cash forecasting, reserve considerations, and broader planning related to receivables health.</p><p>• Develop and monitor performance measures for delinquency, loss trends, and overall credit effectiveness, using results to guide improvements.</p><p>• Raise significant account concerns or elevated commercial risk issues to senior finance and sales leadership when broader visibility is needed.</p><p>• Lead, coach, and develop credit and collections team members by setting goals, reinforcing accountability, and promoting consistent execution.</p><p>• Provide ongoing training and guidance so policies, procedures, and risk standards are applied uniformly across the team.</p><p>• Contribute to process and workflow improvements that strengthen efficiency, reporting, and overall credit operations.</p>
  • 2026-05-15T13:18:47Z
Managing Director of Tax and Accounting
  • Virginia Beach, VA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 110000.00 USD / Yearly
  • <p>We are looking for an experienced Tax and Accounting Director to lead our detail-oriented services firm in Virginia Beach, Virginia. This role requires a strategic and client-focused individual to oversee high-level client relationships, ensure technical accuracy in tax filings, and contribute to the overall growth and profitability of the organization. The ideal candidate will possess strong leadership capabilities, technical expertise, and a passion for delivering exceptional service to high-net-worth individuals and closely-held businesses.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact for the firm's top-tier clients, managing relationships with high-net-worth individuals and closely-held businesses.</p><p>• Lead tax planning meetings with business owners to provide strategic insights and demonstrate value beyond compliance.</p><p>• Oversee the technical review and quality control of complex tax filings, including forms 1120S, 1065, 1041, and high-net-worth individual returns.</p><p>• Collaborate with the Accounting Supervisor to maintain an efficient review pipeline during peak tax seasons.</p><p>• Provide expert consulting on tax controversies, mergers and acquisitions, and succession planning.</p><p>• Work closely with firm leadership to modernize pricing strategies and enhance client retention policies.</p><p>• Mentor and guide staff on technical tax updates and best practices.</p><p>• Assume responsibility for the firm's profitability and overall performance, including profit and loss oversight.</p>
  • 2026-06-11T13:08:39Z
Accounting Manager/Supervisor
  • Fort Wayne, IN
  • remote
  • Permanent / Full Time
  • 75000.00 - 78000.00 USD / Yearly
  • <p>We are looking for an experienced accounting specialist to lead day-to-day operations while serving as a trusted resource for clients. This role blends team oversight with direct involvement in accounting and tax matters, making it ideal for someone who is confident managing priorities across a busy client portfolio. The right candidate will bring public accounting experience, strong technical knowledge, and the ability to guide both staff and clients with clarity.</p><p>This role has the ability to work in office or be fully remote.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting workflows and provide direction to team members to ensure accurate, timely completion of client deliverables.</p><p>• Serve as a primary point of contact for clients by addressing questions related to bookkeeping, tax matters, and general financial issues.</p><p>• Review and support month-end close activities, including journal entries, account reconciliations, and general ledger accuracy.</p><p>• Prepare and examine business tax filings and related workpapers while maintaining compliance with applicable regulations and deadlines.</p><p>• Assist with managing a high-volume client portfolio, balancing service quality, deadlines, and team capacity across multiple engagements.</p><p>• Use QuickBooks Online to monitor bookkeeping activity, resolve issues, and support clients with accounting best practices.</p><p>• Contribute to audit support and financial statement review processes by ensuring documentation is complete and organized.</p><p>• Provide hands-on technical guidance when needed while helping leadership shift greater focus toward team management and client service oversight.</p>
  • 2026-06-05T11:53:44Z
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