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1101 results for Treasurer in Secondary
- Parsippany, NJ
- onsite
- Permanent / Full Time
- 125000.00 - 175000.00 USD / Yearly
- <p>Hybrid/Flexible opportunity available! A growing business advisory platform is seeking a Director of Accounting to build and lead its accounting and tax practice.This is a client-facing opportunity for an active CPA with 5-10 years of public accounting experience serving small to mid-sized businesses.The Director of Accounting will oversee outsourced accounting, tax planning, multi-state compliance, financial review, business advisory, and related client engagements.The role will also help establish internal processes, select accounting and tax technology, support business development, and build a team as the practice grows.The ideal Director of Accounting will bring strong corporate and sales tax experience, an approachable communication style, and an entrepreneurial mindset.Exposure to high-net-worth clients, M& A due diligence, estate planning, or foreign-owned U.S. entities is highly valued.Experience with QuickBooks, NetSuite, MS Dynamics, or similar small to midsize company software is strongly preferred.</p>
- 2026-11-06T14:08:48Z
- Boston, MA
- onsite
- Permanent / Full Time
- 125000.00 - 140000.00 USD / Yearly
- <p>My client, an excellent boutique PE Firm is hiring for a Corporate Controller to join their team. The Corporate Controller will report directly to the CFO and handle all things corporate accounting related in addition to assisting the Partners out with some family office type duties. This is an individual contributor type of role. Compensation for this position is $170-190K + Bonus. This company has been growing very nicely over the past 10 years, the founders all have excellent backgrounds from well-known companies, they offer a hybrid working arrangement, nice benefits, a great work life balance and people like working here!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf ASAP. Thank you.</p>
- 2026-11-06T14:08:48Z
- Greenville, SC
- onsite
- Permanent / Full Time
- 130000.00 - 150000.00 USD / Yearly
- <p>Outstanding opportunity to join this growing and very profitable company that is looking for top talent. Strong annual bonus, nice benefits and PTO package, and chance to really get involved and make an impact here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn. </p>
- 2026-11-06T14:08:48Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 130000.00 - 175000.00 USD / Yearly
- <p>A well-established organization is seeking an experienced Credit Manager to lead its Credit and Accounts Receivable function. This is a high-impact leadership opportunity overseeing a $300M+ accounts receivable portfolio and a team responsible for credit, collections, and AR activities.</p><p>The ideal candidate brings experience managing a large, complex credit portfolio, developing and leading high-performing teams, and navigating mechanics lien laws and related credit protections. This individual will play a critical role in balancing customer relationships, revenue growth, cash flow, and credit risk.</p><p>Key Responsibilities</p><ul><li>Lead, develop, and manage the Credit and Accounts Receivable team, establishing clear expectations, accountability, and performance standards.</li><li>Oversee a $300M+ AR portfolio, including credit exposure, collections, aging, delinquency, and portfolio risk.</li><li>Establish and manage customer credit limits, credit terms, and risk classifications based on financial and credit analysis.</li><li>Monitor AR aging and collection performance, identifying risks and developing strategies to improve cash flow and reduce past-due balances.</li><li>Oversee compliance with mechanics lien laws, preliminary notices, lien rights, releases, and related processes.</li><li>Partner with sales, operations, finance, and leadership to resolve complex credit and collection matters while preserving key customer relationships.</li><li>Evaluate financial statements, credit reports, payment history, and other information to make sound credit decisions.</li><li>Develop and refine credit policies, procedures, controls, and performance metrics.</li><li>Manage escalated collection matters and determine when additional collection or legal action is appropriate.</li><li>Provide leadership with reporting and analysis related to DSO, aging, collections, bad debt exposure, credit risk, and portfolio performance.</li><li>Identify opportunities to improve processes, controls, technology, and team effectiveness.</li></ul><p><br></p>
- 2026-11-05T14:28:40Z
- Orinda, CA
- remote
- Permanent / Full Time
- 180000.00 - 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>Controller | Investment Firm | Orinda; Hybrid</strong></p><p> </p><p>Join a <strong>highly regarded investment firm</strong> with a thoughtful, long-term investment approach and strong reputation in the market. This is a <strong>high-visibility, hands-on role</strong> with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests.</p><p> </p><p>Ideal for someone who enjoys <strong>wearing multiple hats, solving problems, and taking ownership</strong> in a sophisticated investment environment. <strong>Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T03:08:45Z
- San Jose, CA
- remote
- Permanent / Full Time
- 140000.00 - 190000.00 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>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T03:08:45Z
- Mill Valley, CA
- remote
- Permanent / Full Time
- 150000.00 - 225000.00 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>Tax Manager | Wealth Management Firm | Mill Valley | Hybrid</strong></p><p> </p><p>Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.</p><p> </p><p>This is a rare opportunity to <strong>launch and lead a new tax practice</strong> within an established platform. As the <strong>founding tax hire</strong>, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys <strong>advising clients, signing returns, building processes, and creating something from the ground up</strong> while serving a sophisticated UHNW client base.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on <strong>QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</strong></li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance <strong>technology, automation, and AI-enabled workflows</strong></li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T01:28:44Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 170000.00 - 190000.00 USD / Yearly
- <p><em>The salary range for this position is $170,000 - $190,000 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>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><ul><li>Perform accounting research and review technical accounting memos including the following:</li><li>Oversee lease accounting under ASC 842, ensuring accurate lease classification, right-of-use asset accounting, and financial disclosures</li><li>Stock based compensation plans and modification accounting considerations</li><li>Ensuring ASC 606 revenue recognition compliance with policies and procedures</li><li>Review certain quarterly and annual disclosures with the company's 10-Q and 10-K filings</li><li>Review disclosures to ensure compliance with US GAAP and SEC reporting requirements</li><li>Review new accounting pronouncements issued quarterly and assist with implementation as needed</li><li>Provide accounting support for complex transactions, including derivatives, acquisitions, and revenue recognition</li><li>Oversee and/or participate in special projects as needed</li></ul><p><br></p>
- 2026-10-29T15:04:35Z
- Colorado Springs, CO
- onsite
- Permanent / Full Time
- 130000.00 - 180000.00 USD / Yearly
- <p>Ready to take the next step beyond traditional public accounting?</p><p><br></p><p>A growing and innovative financial services firm in Colorado Springs is seeking a <strong>Tax Manager</strong> to lead its tax function while partnering closely with business owners, high-net-worth individuals, and firm leadership. This is a unique opportunity to join a forward-thinking organization that combines tax planning, wealth management, retirement planning, and advisory services under one roof. This role is ideal for someone who enjoys both strategic leadership and hands-on technical tax work. The Tax Manager will play a key role in the firm's succession plan and help drive future growth, technology initiatives, and process improvements. </p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Lead the firm's tax practice and serve as the primary tax subject matter expert.</li><li>Review and prepare complex individual and business tax returns.</li><li>Manage, mentor, and develop a team of tax and accounting professionals.</li><li>Partner with leadership on workflow improvements, automation initiatives, and technology adoption.</li><li>Build trusted relationships with business owners and high-net-worth clients.</li><li>Provide proactive tax planning strategies and advisory services.</li><li>Support firm growth initiatives and help enhance operational efficiencies.</li><li>Collaborate across multiple service lines, including financial planning and business advisory services. [PlanWiser Flash | Word]</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Visible leadership role with significant influence on the future direction of the firm.</li><li>Opportunity to work directly with business owners and high-net-worth clientele.</li><li>Diverse advisory environment beyond traditional tax compliance.</li><li>Growth-oriented culture that values innovation and continuous improvement.</li><li>Opportunity to make a meaningful impact while helping shape the next chapter of the organization. [PlanWiser Flash | Word]</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive salary of <strong>$120,000 - $160,000 DOE.</strong></li><li>Flexible compensation approach in lieu of traditional medical, dental, and vision insurance, allowing employees to select coverage that best fits their individual needs.</li><li>401(k) plan.</li><li>Unlimited PTO.</li><li>No separate paid holiday schedule due to the firm's unlimited PTO model. </li></ul><p><strong>If you're looking for a leadership opportunity that combines technical tax expertise, client advisory work, and the chance to help grow a modern financial services organization, we'd love to connect.</strong> </p>
- 2026-11-05T22:13:41Z
- 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 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><u>Job Description</u></strong>: </p><ul><li>Serve as main contact with Baker Tilly for stabilized property accounting</li><li>Review property workpapers and financials for accuracy</li><li>Coordinate and upload business plan budgets into Yardi Voyager</li><li>Review lease agreements for accurate information entry</li><li>Oversee quarterly/annual common area expense reconciliations</li><li>Liaise with Asset Management on tenant and property manager needs</li><li>Prepare debt refinancing analysis as required</li><li>Collaborate with Capital Markets team for lender reporting</li></ul>
- 2026-11-05T20:53:43Z
- Skokie, 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>This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>About the role</u></strong></p><p>In this role you will be preparing the SEC filings including coordinating and documenting supports to the financials and related footnote to ensure timely filing. Additionally, you will be assisting in the research and documentation of technical accounting and reporting matters, navigate new business initiatives and their corresponding accounting implications. The manager of SEC Reporting and Technical Accounting will be reporting to the Director of SEC Reporting and Technical Accounting. The ideal candidate is an avid learner and enjoys collaborating with people with a diverse set of talents in a dynamic and fast-paced environment.</p><p><br></p><p><strong><u>Key duties</u></strong></p><ul><li>Prepare the SEC filings (including 10-Q, 10-K, 8-K, Proxy, and associated XBRL reporting efforts) and ensure compliance with SEC rules and regulations and US GAAP,</li><li>Coordinate, prepare and ensure completeness and accuracy of supporting documentation for the financials and related disclosures (including Earnings Per Share and Statement of Cash Flow schedules), and assist with earnings releases, and other Investor Relations materials,</li><li>Work directly with external auditors and take responsibility for relevant audit requests</li><li>Monitor U.S. GAAP and SEC developments and lead the adoption of new accounting pronouncements and disclosure requirements,</li><li>Research accounting literature and prepare technical memorandums, white papers, and internal accounting policy documentation, to support accounting position and treatment of new transactions</li><li>Review new customer agreements under ASC 606 and coordinate with the Revenue team to ensure proper accounting treatment,</li><li>Work with the Controller and Accounting team to develop and maintain efficient processes and communication during the period-end close and audit,</li><li>Assist with the design and implementation of SOX compliant controls with the VP of Finance, the Finance Controller and the Director of SEC Reporting & Technical Accounting and ensure their effectiveness and efficiency overtime.</li></ul><p><br></p>
- 2026-10-23T16:04:06Z
- Brooklyn, NY
- onsite
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p><strong>Looking for More Autonomy, Flexibility, and a Real Opportunity to Grow?</strong></p><p><br></p><p>Join a growing public accounting firm where you'll take ownership of client relationships, serve as a trusted tax advisor, and play a key role in the firm's continued expansion. This is a newly created position driven by growth, offering the chance to make a meaningful impact while enjoying flexibility and work-life balance.</p><p><br></p><p><strong>What the Role Offers</strong></p><ul><li>Hybrid or fully remote work options</li><li>Established portfolio of clients to manage and advise</li><li>Direct partnership with firm leadership</li><li>Collaborative team environment</li><li>Exposure to both tax compliance and strategic tax planning</li><li>Opportunity to shape processes and contribute to the firm's future growth</li></ul><p><strong>What You'll Do</strong></p><ul><li>Manage a portfolio of approximately 100-150 business and individual clients</li><li>Prepare and review S-Corp, C-Corp, Partnership, Trust, and Individual tax returns</li><li>Lead tax planning, estimated tax calculations, and advisory engagements</li><li>Serve as the primary point of contact for client tax and compliance matters</li><li>Review financial statements and collaborate with bookkeeping professionals to ensure accuracy</li><li>Respond to federal, state, and local tax notices</li><li>Build trusted client relationships through proactive communication and guidance</li><li>Partner with leadership and colleagues to deliver exceptional client service</li></ul><p><strong>Why Join?</strong></p><p>This is an opportunity to move beyond pure compliance work and become a true advisor to your clients. You'll join a firm that values flexibility, development, and long-term employee success while providing the resources and support needed to continue advancing your career.</p><p><br></p><p><strong>If you're a CPA seeking greater flexibility, meaningful client ownership, and the opportunity to grow with the firm, we'd love to connect.</strong></p>
- 2026-11-05T19:48:40Z
- Boston, MA
- onsite
- Permanent / Full Time
- 200000.00 - 230000.00 USD / Yearly
- <p><strong><em><u>Head of FP& A — Private Equity / Family Office</u></em></strong></p><p> > Boston Area - Hybrid - mostly on site, so one needs to live commutable to Boston.</p><p> > $200–230K base + bonus | Total cash expectation high $200s–low $300s</p><p><br></p><p><strong><u>The Opportunity</u></strong></p><p>A diverse Boston-area PE / family office is seeking an FP& A leader to serve as a trusted financial partner at the highest level of the organization. This is not a traditional FP& A role — it offers direct, regular visibility with senior leadership and the opportunity to own financial models end-to-end while providing the narrative and strategic context behind the numbers.</p><p>The family office is dynamic, fast-moving, and deeply engaged — think lots of variety, meaningful projects, and real upside for the right person.</p><p><br></p><p><strong><u>What You'll Do</u></strong></p><ul><li>Own financial models and translate outputs into clear, compelling narratives for senior leadership</li><li>Partner directly with leadership teams on strategic financial analysis and decision support</li><li>Drive FP& A processes across a diverse and active investment portfolio</li><li>Lead project management and analytical initiatives across the family office</li><li>Bring structure and rigor to financial planning in a high-visibility, entrepreneurial environment</li></ul><p><br></p>
- 2026-10-29T19:08:46Z
- Danbury, CT
- onsite
- Permanent / Full Time
- 120000.00 - 140000.00 USD / Yearly
- <p><strong>Tax Manager (Partner-Track Opportunity)</strong></p><p><strong>Location: </strong>Danbury, CT</p><p><strong>About the Opportunity</strong></p><p>Our client, a well-established and highly respected public accounting firm, is seeking an experienced <strong>Tax Manager</strong> to join its leadership team. This is a unique opportunity for a seasoned tax professional who is looking for more than a traditional management role.</p><p>The Tax Manager will serve as a key advisor to closely held businesses and high-net-worth individuals while acting as the owner's right hand in overseeing client relationships, managing staff, and helping drive the strategic direction of the firm. This position offers significant visibility, leadership responsibility, and long-term advancement potential.</p><p><strong>Responsibilities</strong></p><ul><li>Review and prepare complex federal and state tax returns for corporations, S corporations, partnerships, trusts, and individuals.</li><li>Serve as the primary advisor to a diverse client base, including privately held businesses and high-net-worth individuals.</li><li>Provide tax planning, consulting, and compliance services to clients across various industries.</li><li>Review financial statements and identify tax implications, planning opportunities, and areas of risk.</li><li>Manage multiple client engagements while ensuring quality, accuracy, and timely delivery.</li><li>Develop and mentor tax staff and senior accountants.</li><li>Participate in client meetings and build trusted advisor relationships.</li><li>Assist with firm operations, workflow management, client development, and strategic initiatives.</li><li>Collaborate directly with firm ownership on key client matters and long-term business planning.</li></ul><p><br></p>
- 2026-11-05T15:13:41Z
- Greenville, SC
- onsite
- Permanent / Full Time
- 130000.00 - 160000.00 USD / Yearly
- <p>Great opportunity to join this growing company who is looking for top talent. Nice benefits and bonus package, sharp team in place, and chance to really get involved here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn. </p>
- 2026-11-05T13:18:41Z
- Easley, SC
- onsite
- Permanent / Full Time
- 130000.00 - 150000.00 USD / Yearly
- <p>Outstanding opportunity to join this rapidly growing company that is looking for top talent. Hybrid flexibility, great bonus and benefits package, and chance to really make an impact here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn. </p>
- 2026-11-05T13:18:41Z
- 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>
- 2026-10-23T15:54:06Z
- New York, NY
- onsite
- Permanent / Full Time
- 120000.00 - 145000.00 USD / Yearly
- <p>📢 We’re Hiring: Commercial Finance Manager | NYC</p><p>🥤 Join a leading global beverage company based in the heart of New York City!</p><p>Are you a commercially minded finance professional who thrives at the intersection of finance, sales, and marketing? We’re looking for a Commercial Finance Manager to partner closely with Sales and Brand teams, turning financial insights into actionable business decisions.</p><p>Key Responsibilities:</p><p>🤝 Partner closely with Sales and Marketing teams to drive commercial performance and support business growth.</p><p>📊 Analyze sales volumes, revenue trends, promotional effectiveness, and overall business performance.</p><p>💰 Track and evaluate Advertising & Promotion (A& P) spend, brand investments, and promotional discounts.</p><p>📈 Provide financial insights to support commercial strategy, budgeting, and investment decisions.</p><p>🎯 Monitor brand spend and promotional ROI to help optimize resource allocation and profitability.</p><p>🌎 Report to the Head of Commercial Finance, based in California, collaborating with key stakeholders across the business.</p><p> </p><p>As always, these are permanent, full time, fully benefited salaried positions (these are NOT temp, or temp to perm).</p><p> </p><p>They are located in Midtown, 3 days in with 2 days remote.</p><p> </p><p>Compensation is based on experience:</p><p>The range is between $120k - $145k base + discretionary bonus + exceptional benefits!</p><p> </p><p>Who are you?</p><ul><li>MUST have experience within the product based sector, ideally beverage/spirits space</li><li>A minimum of a BA/BS in finance from a top accredited school</li><li>5+ years of experience. </li></ul><p> </p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company.</p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>
- 2026-10-26T12:38:43Z
- San Jose, CA
- remote
- Permanent / Full Time
- 150000.00 - 180000.00 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>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:23:38Z
- Orinda, CA
- remote
- Permanent / Full Time
- 190000.00 - 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>Controller | Investment Firm | Orinda; Hybrid</strong></p><p> </p><p>Join a <strong>highly regarded investment firm</strong> with a thoughtful, long-term investment approach and strong reputation in the market. This is a <strong>high-visibility, hands-on role</strong> with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests.</p><p> </p><p>Ideal for someone who enjoys <strong>wearing multiple hats, solving problems, and taking ownership</strong> in a sophisticated investment environment. <strong>Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:04:01Z
- Phoenixville, PA
- onsite
- Permanent / Full Time
- - USD / Yearly
- <p>We have partnered with a fast-growing, p/e owned company on their search for a hands-on Tax Manager with proven knowledge of U.S. federal, state and local reporting requirements. The Tax Manager will be responsible for overseeing all tax-related responsibilities within the organization ensuring compliance with federal, state, and local tax laws. This role will involve managing the company’s tax planning and reporting activities, identifying tax-saving opportunities, advising on M& A projects, preparing quarterly and annual tax provision calculations, assisting with tax due diligence, and coordinating with external auditors and tax advisors. To be successful in this role, the Tax Manager must have in-depth knowledge of tax laws and regulations, strong analytical and problem-solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Timely preparing and filing of all tax returns</p><p>· Identify and mitigate tax risks</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Develop tax strategies</p><p>· Prepare tax account journal entries</p><p>· Review and analyze financial statements</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Review staff tax transactions</p><p>· Oversee special tax related projects</p>
- 2026-11-03T21:58:49Z
- Fresno, CA
- onsite
- Permanent / Full Time
- 75000.00 - 95000.00 USD / Yearly
- <p>Tyler Houk (Practice Director) with Robert Half is looking for a Credit Manager to join our agriculture organization in Fresno, California and lead credit, collections, and accounts receivable activities with a strong focus on accuracy and partnership. This position works closely with leadership and commercial teams to protect cash flow, manage customer exposure, and keep account activity aligned with company standards. The ideal candidate brings sound financial judgment, experience leading AR operations, and the ability to resolve issues quickly while supporting a high-performing team.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day credit and accounts receivable functions, ensuring customer balances are recorded accurately and reconciled on a timely basis.</p><p>• Evaluate customer exposure and maintain appropriate credit limits and credit insurance documentation in coordination with internal stakeholders.</p><p>• Guide collection strategy by reviewing aging trends, prioritizing follow-up efforts, and escalating accounts that present elevated risk.</p><p>• Oversee customer-related claims and insurance claim activity, helping drive prompt review, documentation, and resolution.</p><p>• Produce reporting for management that highlights receivable performance, collection progress, credit risk, and outstanding account issues.</p><p>• Supervise and support department staff, including assigning work, providing coaching, and promoting consistent execution of established procedures.</p><p>• Partner with Sales and other cross-functional teams to strengthen and document efficient processes for accounts receivable and related commercial activities.</p><p>• Review transactions eligible for settlement with grower accounting and approve them in accordance with company guidelines.</p><p>• Resolve billing and account discrepancies within required deadlines while maintaining strong communication with internal and external contacts.</p><p>• Promote responsible business practices by supporting sustainability, inclusion, ethical decision-making, and accountability in daily operations.</p>
- 2026-10-30T13:38:45Z
- Hartford, CT
- onsite
- Permanent / Full Time
- 140000.00 - 165000.00 USD / Yearly
- <p><strong>Director of Tax (Financial Services) </strong></p><p>Location: Hartford, CT (Hybrid)</p><p>Compensation: $145,000–$165,000 Base Salary+ Bonus</p><p>Recruiter Contact: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p>Reference: SF0013536615</p><p><br></p><p>We are partnering with a well-established, growing financial services organization in the Hartford area that is seeking a Director of Tax to join its corporate finance team. This is an exciting opportunity for a technically strong tax professional who enjoys working beyond traditional compliance and wants to play an active role in business decisions, investment structuring, and strategic initiatives. The position offers significant exposure to senior leadership and the opportunity to work closely with investment accounting, asset management, legal, and other business partners. Tax is viewed as an integral part of the decision-making process, with the team involved early in evaluating new transactions, investment vehicles, and business initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a key tax business partner to the organization's investment and asset management functions.</li><li>Provide tax guidance related to investments, partnership structures, new entities, and strategic transactions.</li><li>Research and analyze complex technical tax matters, assess potential risks, and develop practical recommendations.</li><li>Prepare technical tax memoranda and other written documentation outlining research, conclusions, and recommendations.</li><li>Collaborate with investment accounting, legal, finance, and senior management to evaluate tax implications of business decisions.</li><li>Support the development and structuring of new investment vehicles and business initiatives.</li><li>Monitor changes in tax legislation, regulations, and guidance to assess potential organizational impacts.</li><li>Assist with tax compliance, reporting, and coordination with external tax advisors as needed.</li><li>Identify opportunities to enhance tax processes, manage risk, and support ongoing business growth.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Strategic, High-Impact Role: Tax is actively involved in business planning and decision-making, providing the opportunity to influence transactions and new initiatives.</li><li>Interesting & Diverse Work: Exposure to complex investment structures, technical tax matters, and a variety of transactions beyond routine compliance.</li><li>Growing Organization: Join a successful financial services company experiencing continued growth and expansion.</li><li>Collaborative Culture: Supportive, team-oriented environment that values communication and professional development.</li><li>Career Growth: Excellent opportunity for a public accounting Tax Manager or experienced industry professional seeking increased responsibility and long-term advancement.</li><li>Competitive Benefits: Comprehensive medical, dental, and vision coverage, 401(k) company match, generous paid time off, tuition reimbursement, and additional employee benefits.</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013536615.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
- 2026-11-02T21:18:38Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 160000.00 - 185000.00 USD / Yearly
- <p><em>The salary range for this position is $160,000- $185,000 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>Job Description:</strong></p><ul><li>Serve as the engagement lead on specific client accounts</li><li>Take responsibility for pre-engagement planning, execution, and final deliverables</li><li>Develop detailed engagement work plans</li><li>Illustrate budgets and schedules</li><li>Actively participate in proposals</li><li>Manage a team of staff associates, including interns, while providing regular performance coaching and feedback</li><li>Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership</li></ul><p><br></p>
- 2026-11-02T17:48:45Z
- 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>
- 2026-11-02T17:48:45Z