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2303 results for Financial Reporting Manager in Secondary
- Newport Beach, CA
- onsite
- Permanent / Full Time
- 150000.00 - 350000.00 USD / Yearly
- We are looking for an experienced tax leader to guide a sophisticated practice focused on complex client needs in Newport Beach, California. This role blends technical tax leadership, strategic client counsel, and team development, making it ideal for someone who thrives in both advisory and operational oversight. The successful candidate will help shape the direction of the tax function while delivering high-quality service to high-net-worth clients and related entities.<br><br>Responsibilities:<br>• Direct the day-to-day leadership of the tax practice, overseeing services for high-net-worth individuals, families, trusts, estates, partnerships, S corporations, and LLCs.<br>• Deliver advanced tax guidance across income tax matters, estate and gift considerations, wealth transfer strategies, and succession planning for closely held businesses.<br>• Review and approve tax filings to ensure accuracy, completeness, and adherence to applicable federal, state, and local regulations.<br>• Build and strengthen long-term relationships with clients and external advisors, including family offices, attorneys, bankers, and wealth management professionals.<br>• Evaluate client situations to uncover planning opportunities that can improve tax efficiency and support broader financial objectives.<br>• Coach, mentor, and develop tax professionals, promoting technical excellence, accountability, and a strong client service mindset.<br>• Oversee workflow management, staffing allocation, filing deadlines, and overall practice performance to support efficient delivery and profitability.<br>• Monitor legislative and regulatory tax developments and translate changes into practical guidance for clients and internal teams.<br>• Support growth initiatives through networking, referral development, and collaboration with firm leadership on strategic business opportunities.
- 2026-10-22T17:58:44Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 150000.00 - 210000.00 USD / Yearly
- <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
- 2026-10-16T13:04:08Z
- Cinncinnati, OH
- onsite
- Temporary / Contract
- 70.00 - 80.00 USD / Hourly
- <p>We are looking for an experienced Internal Audit Director to support a Long-term Contract engagement in Downtown, NYC. This role will serve as a senior risk and controls leader embedded within business operations, helping strengthen oversight, improve control execution, and reduce operational exposure. The position partners closely with operational and governance stakeholders to monitor issues in real time, assess control effectiveness, and promote compliance with regulatory and organizational standards. </p><p><br></p><p>Candidates with hospital/healthcare industry experience highly preferred! Experience auditing supply chain functions also desirable!</p><p><br></p><p>Responsibilities:</p><p>• Lead ongoing oversight of operational controls by reviewing daily activity, identifying breakdowns quickly, and driving timely corrective action.</p><p>• Design and maintain recurring control routines across daily, weekly, and monthly timeframes to support consistent execution and monitoring.</p><p>• Evaluate alerts, exception reporting, and other operational indicators to detect emerging risks and escalate material concerns when needed.</p><p>• Conduct risk and control assessments to measure control effectiveness, document gaps, and recommend practical improvements.</p><p>• Partner with business, audit, and automation teams to strengthen end-to-end processes and increase reliability across operations.</p><p>• Develop audit-oriented plans and monitoring approaches that align with governance expectations and support a strong first line of defense framework.</p><p>• Prepare clear reporting for leadership and oversight groups, including summaries of control performance, issues, and remediation progress.</p><p>• Support control design and operational readiness for process changes or system-related updates when applicable.</p>
- 2026-11-10T17:33:41Z
- Torrance, CA
- onsite
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p><strong>Public Accounting Opportunity | South Bay, CA | Partnership Potential</strong></p><p>Looking for more than just your next accounting job? How about the opportunity to become a future partner?</p><p>Our client, an established and growing public accounting firm in the South Bay, is seeking an ambitious accounting professional who wants to take their career to the next level. This is an opportunity to join a firm with significant growth potential, where the right individual can grow into a leadership role and potentially earn a path to partnership.</p><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Potential pathway to future partnership.</li><li>Significant professional and financial growth potential.</li><li>Opportunity to take on a leadership role and help shape the firm's future.</li><li>Work directly with a diverse portfolio of business and individual clients.</li><li>Opportunity to contribute to business development and firm expansion.</li><li>Collaborative environment where your contributions make a difference.</li></ul><p><strong>Ideal Candidate:</strong></p><ul><li>Background in public accounting and tax.</li><li>Experience with individual and business tax clients.</li><li>Strong technical, communication, and client relationship skills.</li><li>Entrepreneurial mindset with an interest in leadership and long-term growth.</li><li>CPA or CPA candidate preferred.</li></ul><p>If you're ready to move beyond the traditional public accounting career path and want an opportunity to build something long-term, we would love to connect.</p><p><strong>Apply today to explore this exciting opportunity!</strong></p><p><br></p><p>For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013539830 email resume to [email protected]</p>
- 2026-11-06T22:28:42Z
- New York, NY
- onsite
- Permanent / Full Time
- 140000.00 - 160000.00 USD / Yearly
- <p>Established South Jersey client is looking to add a Controller with real estate industry experience to their finance team. The Controller will be responsible for ensuring compliance within the government sector, overseeing cost accounting, consolidations, financial reporting, budgeting, general ledger responsibilities, assisting with payroll tax processing, creating financial forecasting coordinating month-end, quarter-end, and year-end financial close processes, and implementing and maintaining internal controls to safeguard company assets. The ideal individual for this role must be a people leader, drive process improvements & ERP system enhancements, have strong knowledge of GAAP, and proven experience in budgeting.</p><p><br></p><p>Major Responsibilities</p><p>· Review and manage accounting operations</p><p>· Oversee the month end close process</p><p>· Develop financial strategies</p><p>· Expense Variance Review</p><p>· Prepare financial statements and reports</p><p>· Account Reconciliations </p><p>· Consolidate financial data</p><p>· Internal Control Monitoring</p><p>· Assist with internal/external audit preparation</p><p>· Coach, Train, Mentor financial staff</p>
- 2026-11-02T17:43:45Z
- Columbia, SC
- onsite
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p>We are looking for an experienced Tax Manager to join a growing public accounting team in Columbia, South Carolina. This role is ideal for a tax specialist who can oversee complex engagements, advise clients on planning opportunities, and guide staff in delivering accurate, high-quality work. The position offers the opportunity to partner with a diverse client portfolio while contributing to a collaborative and forward-thinking firm environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Lead the preparation and final review of sophisticated tax filings for individuals, partnerships, corporations, and trusts, ensuring accuracy and compliance.</p><p>• Advise clients on tax-saving opportunities and planning strategies tailored to their business operations, financial goals, and industry considerations.</p><p>• Direct, coach, and develop tax team members by assigning work, reviewing deliverables, and providing constructive performance feedback.</p><p>• Build and maintain strong client partnerships by responding to questions, addressing concerns, and delivering dependable guidance throughout the engagement lifecycle.</p><p>• Analyze complex federal, state, and local tax matters and present practical recommendations supported by thorough research.</p><p>• Oversee multiple tax engagements at once, managing timelines, priorities, and quality standards to meet deadlines effectively.</p><p>• Contribute to practice growth by supporting proposals, participating in presentations, and identifying opportunities to expand client relationships.</p><p>• Monitor changes in tax legislation and emerging industry developments, translating new requirements into actionable guidance for clients and internal teams.</p>
- 2026-11-13T20:05:44Z
- Columbia, MD
- onsite
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p>Controller (Confidential)</p><p>Growing professional services organization seeking a hands-on Controller to oversee all accounting and financial operations for a company with approximately $8M-$10M in annual revenue. This role offers the opportunity to make a direct impact on the business while partnering with leadership on financial strategy, process improvement, and operational efficiency.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day accounting operations including accounts payable, accounts receivable, billing, collections, fixed assets, general ledger, financial reporting, and forecasting.</li><li>Monitor and report on cash flow, ensuring the organization maintains strong financial health.</li><li>Lead monthly and annual close processes, including account reconciliations and financial statement preparation.</li><li>Maintain and strengthen internal controls while ensuring compliance with GAAP.</li><li>Coordinate year-end audits, tax filings, and other regulatory reporting with external CPA firms.</li><li>Review and manage contracts, terms and conditions, and related customer agreements.</li><li>Provide financial leadership and support continuous improvement initiatives across the organization.</li><li>Identify and resolve operational and financial challenges through a proactive, hands-on approach.</li></ul><p><br></p><p><br></p>
- 2026-10-14T17:14:22Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 135000.00 - 160000.00 USD / Yearly
- We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
- 2026-10-26T16:34:05Z
- Boston, MA
- onsite
- Permanent / Full Time
- 230000.00 - 265000.00 USD / Yearly
- <p><strong>Position: Vice President, Finance</strong></p><p><strong>Boston - Hybrid: 3 days in office</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>A leading global investment firm is seeking a Vice President of Finance to provide leadership across its U.S. Corporate Finance function. This role will oversee day-to-day finance operations, drive key strategic priorities, and partner with senior finance and business leaders across the organization.</p>
- 2026-10-15T14:33:50Z
- New York, NY
- onsite
- Permanent / Full Time
- 170000.00 - 200000.00 USD / Yearly
- <p>We are looking for a strategic finance leader to oversee transformation, governance, and process excellence initiatives for a Global Luxury/Fashion brand out of the New York City office. This role will shape more consistent, controlled, and efficient finance operations by partnering with shared services and business stakeholders to improve core financial cycles, reporting quality, and accountability. The ideal candidate brings strong experience leading operational change, strengthening controls, and driving measurable improvements in a complex, global environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead regional finance transformation efforts by redesigning operating practices to improve consistency, efficiency, and oversight across key processes.</p><p>• Partner closely with shared services and corporate finance teams to align regional activities with enterprise standards, service expectations, and control requirements.</p><p>• Enhance the performance of core finance workflows, including record-to-report, procure-to-pay, order-to-cash, tax, and treasury activities.</p><p>• Establish and reinforce governance structures, reconciliation standards, and account ownership practices to support accurate financial records and a strong control environment.</p><p>• Create and monitor performance indicators that surface operational risks, measure effectiveness, and support timely corrective action.</p><p>• Direct remediation and clean-up initiatives to improve data reliability, balance sheet integrity, and overall financial discipline.</p><p>• Oversee purchase order process adoption and promote compliance with group policies related to spending controls and operational efficiency.</p><p>• Coordinate audit preparation and execution by serving as a central point of contact for auditors and internal stakeholders.</p><p>• Work with cross-functional business partners to advance process improvements while maintaining compliance, accountability, and cost awareness.</p>
- 2026-10-15T13:08:42Z
- Houston, TX
- onsite
- Permanent / Full Time
- 90000.00 - 95000.00 USD / Yearly
- <p><strong>Controller – Non-Profit / Education</strong></p><p><strong>Houston, TX | On-Site | 7:00 AM–4:00 PM</strong></p><p>A non-profit organization in the education industry is seeking a <strong>hands-on Controller</strong> to join its team. This is a newly created role as the organization brings its accounting and financial reporting functions in-house after previously outsourcing them to a CPA firm.</p><p>This is not a traditional corporate Controller role. The ideal candidate enjoys wearing multiple hats, improving processes, and working in a collaborative, mission-driven environment.</p><p>Responsibilities</p><ul><li>Own month-end close, general ledger, reconciliations, and financial statement preparation</li><li>Manage capital campaign and construction accounting</li><li>Prepare audit schedules and support the annual external audit</li><li>Assist with <strong>Form 990</strong> preparation</li><li>Provide oversight and internal controls for AP, payroll, and receivables</li><li>Identify and implement process improvements</li><li>Transition accounting responsibilities from the outsourced CPA firm</li></ul><p><br></p>
- 2026-10-29T15:33:44Z
- Marshall, MN
- onsite
- Permanent / Full Time
- 100000.00 - 150000.00 USD / Yearly
- <p>We are looking for an experienced agricultural and commercial lending professional to grow client relationships and expand loan and deposit business for a growing commercial bank in southwest Minnesota. This role focuses on developing new business, advising clients on financing solutions, and managing a portfolio with sound credit judgment and disciplined pricing. The ideal candidate brings ag industry knowledge, consultative sales ability, and a proven record of building long-term relationships within the agriculture and business community.</p><p><br></p><p>Responsibilities:</p><p>• Develop new lending and deposit opportunities by building relationships with agricultural businesses, commercial clients, and referral sources across the market.</p><p>• Create tailored financing strategies by assessing client goals, identifying needs, and presenting lending solutions that align with both client objectives and bank expectations.</p><p>• Lead the full business development cycle, including market outreach, meeting preparation, discovery conversations, proposal development, negotiation, and closing.</p><p>• Evaluate credit requests to confirm appropriate structure, purpose, risk profile, and pricing in accordance with established lending standards.</p><p>• Oversee an assigned portfolio by maintaining strong client contact, reviewing performance, and ensuring ongoing adherence to credit quality expectations.</p><p>• Expand existing relationships through cross-functional coordination and partner referrals that deepen client engagement and increase account value.</p><p>• Monitor agricultural market conditions, including commodity trends, land values, agronomy factors, and borrower financial performance, to support risk assessment and client advisory efforts.</p><p>• Represent the organization in the local agriculture and business community through industry events, networking activities, and volunteer involvement to strengthen market presence.</p>
- 2026-11-06T14:48:43Z
- Albany, NY
- remote
- Permanent / Full Time
- 85000.00 - 110000.00 USD / Yearly
- <p>Robert Half is partnering with a well-established public accounting firm seeking a Senior Tax Accountant to join its growing team. This role offers the opportunity to work with a diverse client base while maintaining the flexibility of a hybrid work environment and a strong focus on work-life balance.</p><p><br></p><p>This position is open to candidates residing throughout Northeastern New York. The firm offers a flexible hybrid schedule with minimal in-office requirements; however, candidates must reside within reasonable commuting distance of the Albany area and be available to attend occasional team meetings, training sessions, client meetings, and other business-related events as needed.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review federal and state tax returns for individuals, partnerships, S corporations, corporations, trusts, and nonprofit organizations.</li><li>Provide tax planning, consulting, and proactive guidance to business and individual clients.</li><li>Research complex tax issues and prepare written analyses and recommendations.</li><li>Review client financial information and supporting documentation to ensure accurate tax reporting and compliance.</li><li>Communicate directly with clients regarding tax matters, planning strategies, notices, and information requests.</li><li>Assist with IRS and state tax authority correspondence, examinations, and issue resolution.</li><li>Identify opportunities to improve tax positions, maximize deductions, and minimize client risk.</li><li>Mentor and support junior staff, providing technical guidance and reviewing work as needed.</li><li>Collaborate with partners and firm leadership on client engagements, special projects, and process improvement initiatives.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Flexible hybrid schedule with limited in-office requirements.</li><li>Diverse client base spanning multiple industries throughout the Capital Region and beyond.</li><li>Exposure to both tax compliance and advisory work.</li><li>Strong long-term growth and advancement opportunities.</li><li>Competitive compensation and benefits package.</li></ul><p><strong>Salary Range: </strong>$85,000 - $110,000 w/ additional bonus potential</p>
- 2026-11-13T17:48:44Z
- Dallas, TX
- onsite
- Permanent / Full Time
- - USD / Yearly
- We are looking for a Controller to oversee core accounting operations and provide strong financial leadership for a growing organization in Dallas, Texas. This position offers broad visibility across the business and a meaningful opportunity to guide reporting, compliance, and team development. The ideal candidate brings a solid accounting foundation, sound judgment, and the ability to communicate financial results clearly to senior stakeholders.<br><br>Responsibilities:<br>• Direct the monthly close cycle and ensure timely, accurate preparation of financial statements and supporting reports.<br>• Oversee day-to-day accounting activities across accounts payable, accounts receivable, fixed assets, and the general ledger.<br>• Lead external audit coordination and support tax-related filings, documentation, and compliance efforts.<br>• Manage, mentor, and develop accounting team members, including leadership within accounting operations and payables.<br>• Present financial performance, key analyses, and reporting insights to executives, committees, and other decision-makers.<br>• Improve accounting workflows, reinforce internal controls, and elevate the reliability of financial data.<br>• Provide oversight for foundation-related accounting matters and reporting tied to investment activity.<br>• Partner with finance leadership on strategic initiatives and contribute to the continued growth of the accounting function.
- 2026-10-29T23:48:43Z
- Glens Falls, NY
- onsite
- Permanent / Full Time
- 60000.00 - 70000.00 USD / Yearly
- <p>Our client is seeking a <strong>Payments Operations Team Lead (ACH & Wire)</strong> to join its operations team. This position is ideal for an experienced payments, deposit operations, or treasury professional looking to combine hands-on operational responsibilities with team leadership, process improvement, and regulatory compliance oversight.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily ACH and wire processing activities, ensuring transactions are completed accurately and on time.</li><li>Provide leadership, guidance, and workflow oversight to a team of payment operations professionals.</li><li>Manage ACH origination, returns, reversals, exception processing, and related operational activities.</li><li>Support domestic and international wire transfer operations, including approvals, callbacks, exception handling, and issue resolution.</li><li>Monitor operational risk, identify potential fraud indicators, and assist with remediation efforts.</li><li>Conduct ACH risk reviews, exposure monitoring, and compliance-related assessments.</li><li>Ensure adherence to NACHA rules, OFAC requirements, BSA/AML regulations, Regulation E, and internal policies.</li><li>Support audits, internal control reviews, and operational risk management initiatives.</li><li>Participate in process improvement efforts, system enhancements, testing, and implementation of new payment technologies.</li><li>Collaborate with cross-functional teams to improve workflows, resolve issues, and support business objectives.</li><li>Assist with training, coaching, quality reviews, and development of team members.</li></ul><p><br></p>
- 2026-11-10T14:48:43Z
- Dallas, TX
- onsite
- Permanent / Full Time
- - USD / Yearly
- We are looking for a strategic accounting leader to establish and oversee a high-performing upstream accounting function in Dallas, Texas. This role will guide core accounting activities for producer clients across production, revenue, reporting, and compliance while serving as a trusted partner to both customers and internal stakeholders. The ideal candidate brings deep oil and gas accounting expertise, strong operational judgment, and the ability to build scalable processes and teams in a growing environment.<br><br>Responsibilities:<br>• Build and direct the upstream accounting organization, creating a strong operating framework to support current needs and future expansion.<br>• Oversee critical accounting functions related to joint interest billing, production accounting, revenue accounting, and regulatory reporting for producer customers.<br>• Lead the monthly close cycle, ensuring accurate results, timely completion, and effective coordination across accounting activities.<br>• Examine lease operating statements and other supporting records to confirm accuracy, completeness, and alignment with contractual obligations.<br>• Prepare and deliver recurring client reporting packages that provide clear, reliable financial and operational information.<br>• Design and implement internal processes, controls, and governance standards that support quality, consistency, and compliance.<br>• Collaborate closely with operations, marketing, finance, and customer contacts to resolve issues, improve workflows, and support business objectives.<br>• Build, mentor, and develop a growing accounting team, starting with a small direct staff and scaling the function as the business expands.<br>• Support system and process enhancements tied to accounting operations when needed, including the effective use of platforms such as SAP, BlackLine, and related tools.
- 2026-11-05T19:53:45Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000.00 - 110000.00 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>Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T14:48:43Z
- St. Paul, MN
- remote
- Temporary / Contract
- 25.70 - 29.80 USD / Hourly
- <p>Robert Half is currently looking for an Accounts Receivable Specialist! In this position, you will enter, post and reconcile batches, research and resolve customer A/R issues, place billing and collection calls, maintain cash receipts journal, update, and reconcile sub-ledger to G/L. This is a long-term contract position with a growing company in the east metro.</p><p> </p><p>Responsibilities:</p><p>- Reconcile bank accounts, posting and balancing financial data in various ledgers</p><p>- Verify of documents and codes</p><p>- Process payments and compiling segments of monthly closings and annual reports</p><p>- Match cash receipts to related customer invoice and enter into cash receipts spreadsheet and billing system</p><p>- Collections: contact existing clients to help resolve payment issues; assist in setting up payment plans</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
- 2026-11-05T13:24:00Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 80000.00 - 110000.00 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>Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T23:28:41Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 90000.00 - 110000.00 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>Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T23:13:47Z
- Bensalem, PA
- onsite
- Permanent / Full Time
- 100000.00 - 140000.00 USD / Yearly
- <p>We are looking for a skilled Sr. IT Security Engineer to join our team in Bensalem, Pennsylvania. In this role, you will lead efforts to design, implement, and manage security solutions that safeguard the organization’s infrastructure and data. Your expertise will be instrumental in developing advanced threat detection systems, conducting vulnerability assessments, and driving compliance with industry standards.</p><p><br></p><p>Responsibilities:</p><p>• Design and deploy centralized security monitoring systems and advanced threat detection solutions to enhance incident response capabilities.</p><p>• Oversee intrusion detection and prevention systems, analyzing and responding to suspicious activities to mitigate risks.</p><p>• Implement and maintain network-based security solutions while establishing data privacy policies.</p><p>• Perform regular vulnerability assessments using tools like Nessus, identifying and remediating security gaps.</p><p>• Develop strategies for zero-day threat protection and manage endpoint protection technologies to prevent malware.</p><p>• Configure and manage identity and access management systems, such as Okta, to ensure secure user authentication.</p><p>• Architect secure network solutions, including firewalls, web content filtering, and data loss prevention systems.</p><p>• Maintain detailed security architecture documentation and provide periodic reports on security posture.</p><p>• Collaborate with IT and compliance teams to promote security best practices and ensure regulatory compliance.</p><p>• Monitor and manage security devices to protect systems from internal and external threats.</p>
- 2026-11-03T16:13:37Z
- Dallas, TX
- onsite
- Permanent / Full Time
- - USD / Yearly
- <p>We are looking for a Tax Senior - Public to join a CPA firm, supporting a broad range of tax engagements for individuals and business entities. This role is ideal for a tax specialist who can manage multiple assignments independently, communicate effectively with clients, and deliver accurate work within established deadlines. The position offers the opportunity to contribute across tax preparation, client correspondence, and technical research in a collaborative public accounting environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare federal and state income tax filings for individuals, trusts, corporations, partnerships, and S corporations, handling returns that range from routine to moderately complex.</p><p>• Complete amended tax returns and ensure revisions are supported by accurate calculations and appropriate documentation.</p><p>• Develop tax extension estimates and projection schedules to help clients plan for filing obligations and anticipated liabilities.</p><p>• Draft clear written responses to notices issued by federal and state taxing authorities, addressing questions and resolving issues promptly.</p><p>• Research tax rules and interpret guidance to support compliance decisions and address client-specific matters.</p><p>• Examine client-provided financial and tax documents for accuracy and completeness, and follow up with organized requests when additional information is needed.</p><p>• Manage competing priorities across multiple engagements while maintaining productivity and meeting filing and reporting deadlines.</p><p>• Coordinate clearly with clients and internal team members to keep work moving efficiently and prevent delays during peak tax periods.</p><p><br></p><p>If interested, please email your resume to Derek Kemp at [email protected]</p>
- 2026-10-29T01:28:45Z
- Los Altos, CA
- onsite
- Permanent / Full Time
- 130000.00 - 150000.00 USD / Yearly
- We are looking for a dedicated and detail-oriented Attorney to join our team in Los Altos, California. In this role, you will contribute to a well-established estate planning and trust administration practice, collaborating in a supportive and attentive environment. The ideal candidate is motivated, organized, and skilled in handling complex legal matters with precision and care.<br><br>Responsibilities:<br>• Draft and file legal petitions related to probate administration, conservatorships, and trust modifications, including Spousal Property petitions and Heggstad petitions.<br>• Prepare detailed fiduciary reports and accountings with accuracy and thoroughness.<br>• Manage discovery processes and ensure deadlines are consistently met.<br>• Communicate effectively with clients, court personnel, financial institutions, and government agencies to provide legal guidance and updates.<br>• Collaborate with attorneys, paralegals, and support staff to ensure seamless workflow and case management.<br>• Track and report billable hours promptly while maintaining compliance with firm expectations.<br>• Conduct research and draft motions, briefs, and other legal documents related to estate planning and administration.<br>• Provide legal support for trust litigation and conservatorship cases, ensuring compliance with relevant laws and regulations.<br>• Maintain meticulous attention to detail while managing a high-volume caseload.
- 2026-10-22T18:33:43Z
- Bensalem, PA
- onsite
- Permanent / Full Time
- 75000.00 - 100000.00 USD / Yearly
- We are looking for an IT Security Analyst to support and strengthen daily security operations for a financial services environment in Bensalem, Pennsylvania. This role focuses on monitoring security activity, managing risk and compliance tasks, and helping ensure timely response to incidents, vulnerabilities, and access-related concerns. The ideal candidate brings a strong service mindset, solid technical judgment, and the ability to collaborate across technology teams while maintaining a secure and well-documented operating environment.<br><br>Responsibilities:<br>• Manage incoming security-related support requests, resolve issues within established service expectations, and provide responsive assistance to internal users and IT partners.<br>• Perform recurring reviews of security devices, system settings, and user access controls to confirm appropriate protection and identify areas requiring remediation.<br>• Use governance, risk, and compliance tools to track vulnerability findings, coordinate follow-up actions, and work with infrastructure teams to keep patching efforts on schedule.<br>• Conduct third-party security assessments and prepare clear reporting to support vendor risk visibility and decision-making.<br>• Gather and organize evidence for internal and external audits, ensuring materials are accurate, complete, and available when needed.<br>• Contribute to the improvement of security monitoring capabilities by evaluating SIEM performance and recommending enhancements to alerting and visibility.<br>• Record and help investigate security events, malware alerts, and related incidents while supporting escalation and coordination across technical teams.<br>• Review information security policies on a regular basis, update existing standards, and draft new documentation to address control gaps or regulatory changes.<br>• Provide security-focused support for Windows environments and business applications, while helping maintain procedures and improve operational processes.<br>• Work with cross-functional technology teams on security initiatives, deployments, and broader projects involving firewalls, web filtering, intrusion prevention, and data protection controls.
- 2026-10-20T18:08:48Z
- Quincy, MA
- onsite
- Permanent / Full Time
- 100000.00 - 225000.00 USD / Yearly
- We are looking for an experienced trusts and estates attorney to join a respected law firm in Quincy, Massachusetts. This position offers the chance to lead sophisticated estate planning and administration matters while working closely with individuals, families, fiduciaries, and business owners. The role is well suited for a senior-level practitioner who values meaningful client contact, thoughtful legal strategy, and collaboration across related advisory disciplines.<br><br>Responsibilities:<br>• Design and prepare advanced estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related instruments.<br>• Guide clients on wealth preservation approaches, transfer planning techniques, and strategies intended to reduce transfer tax exposure and protect assets.<br>• Create succession plans for privately owned and family-operated businesses, aligning legal structures with long-term ownership and management goals.<br>• Counsel clients on Massachusetts and federal tax issues affecting estates, gifts, trusts, and fiduciary income matters.<br>• Oversee estate administration from initial filings through final settlement for both taxable and non-taxable matters.<br>• Advise trustees and beneficiaries on trust administration, fiduciary obligations, funding issues, compliance requirements, and ongoing communications.<br>• Support clients with elder law and long-term care planning, including Medicaid-related strategies where appropriate.<br>• Prepare and evaluate estate and trust accountings to help ensure accuracy, compliance, and timely reporting.<br>• Work alongside accountants, financial advisors, insurance professionals, and other external partners to coordinate comprehensive client solutions.<br>• Contribute to practice growth through client relationship development and provide guidance to entry-level attorneys and paralegals when needed.
- 2026-10-14T13:28:41Z