<p>Investment firm located in the West Chester, PA area seeks a Tax Manager with public accounting expertise. This Tax Manager will play a critical leadership role overseeing tax engagements for a diverse portfolio of clients. The responsibilities of this role include: managing tax planning, compliance, managing and mentoring staff, reviewing/preparing individual, trust and business tax returns, overseeing tax audits, researching business initiatives, and mitigating tax risks. 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>· Prepare tax journal entries, ensuring compliance within tax provisions</p><p>· Identify and mitigate tax risks</p><p>· Develop and implement strategic tax planning</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Maintain and update the organization’s tax policies and documentation</p><p>· Review and analyze financial statements</p><p>· Monitor and interpret changes in tax legislation</p><p>· Coordinate tax audits</p><p>· Oversee special tax related projects</p>
We are in search of a Collections Supervisor to join our team in Wilmington, Delaware. The role entails overseeing our collections efforts, managing and prioritizing tasks, and working closely with our finance leadership. The ideal candidate will be able to interface with firm leadership, billing attorneys, and finance team members to provide updates on accounts receivable balances, identify trends, and recommend future actions. <br><br>Responsibilities: <br><br>• Oversee collections efforts, ensuring timely and effective recovery of aged accounts receivable balances<br>• Collaborate with billing attorneys and clients to follow-up on receivables<br>• Maintain comprehensive documentation, including collection notes<br>• Utilize technology and collections management software to manage, analyze, and report on collections activities<br>• Develop and implement strategies to improve collections results based on data analysis and identified trends<br>• Communicate effectively with firm leadership, finance leadership, attorneys, secretaries, and clients<br>• Understand and communicate regarding all aspects of the accounts receivable function, including cash receipts, cash posting, cash reconciliation, credit memos, overpayments, and collections outreach efforts<br>• Anticipate work needs, organize workflow, and follow through with minimal direction<br>• Adapt to changing demands and perform professionally and proficiently under tight deadlines and in a fast-paced work environment<br>• Carry out other duties as required
<p>250,000-300,000</p><p><br></p><p>benefits include:</p><ul><li>dental</li><li>vision</li><li>health insurance</li><li>paid time off</li><li>paid holidays</li></ul><p><br></p><p>A respected regional CPA firm with over <strong>75 years of progressive growth and stability</strong></p><p>Are you a seasoned tax professional ready to take the next step in your career? Our firm is seeking a <strong>Senior Tax Director or Tax Partner</strong> to join our leadership team. With offices in <strong>New Jersey and Florida</strong>, we offer a dynamic environment rooted in tradition, innovation, and long-term client relationships.</p><p><strong>What You’ll Do:</strong></p><p>· Lead and manage complex tax engagements across <strong>individual, partnership, and corporate tax returns</strong></p><p>· Provide strategic tax planning and consulting services</p><p>· Supervise and mentor a team of tax professionals</p><p>· Collaborate with firm leadership on growth initiatives and client development</p><p><strong>What The Firm is Looking For:</strong></p><p>· <strong>10+ years of diversified tax experience</strong></p><p>· Strong technical expertise in federal and state tax regulations</p><p>· Proven <strong>supervisory and leadership skills</strong></p><p>· <strong>CPA or JD preferred</strong></p><p><strong>Why Join The firm:</strong></p><p>· Be part of a firm with a <strong>75+ year legacy</strong> of excellence and stability</p><p>· Work alongside experienced professionals in a collaborative culture</p><p>· Competitive compensation and partnership track opportunities</p><p>· Flexible location options in <strong>New Jersey or Florida</strong></p>
<p>Robert Half is seeking a highly skilled and experienced Corporate Tax Director for our growing client. The Corporate Tax Director role will be tasked with managing all facets of the company's tax strategy, compliance, planning, and reporting, this role ensures adherence to tax obligations across all jurisdictions while mitigating risk and enhancing tax efficiency. The preferred candidate will possess extensive expertise in federal and state tax regulations, demonstrate exceptional leadership capabilities, and have a proven track record of success within dynamic, fast-growing organizations where structures and priorities are constantly evolving.</p><p><br></p><p>Primary Responsibilities:</p><ul><li>Direct and oversee the corporate tax function of the company, encompassing strategy, planning, compliance, and reporting </li><li>Guarantee the accurate and punctual submission of all federal, state, local, and supplementary tax filings </li><li>Formulate and implement tax strategies aimed at optimizing the company’s effective tax rate and cash flow position </li><li>Supervise tax accounting and reporting under US GAAP, including the preparation of tax provisions and related disclosures </li><li>Create and manage a tax reporting dashboard to track key strategies, deliverables, and initiatives </li></ul><p><br></p>
<p>We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax support, monitoring the remittance of tax payments, corresponding with internal and external tax advisors, and ensuring tax reporting complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. </p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with IRS filing systems</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with client tax filing</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p>Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date</p><p>• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients</p><p>• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns</p><p>• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management</p><p>• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships</p><p>• Identify opportunities to improve the tax process</p><p>• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance</p><p>• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation</p><p>• Perform duties related to the Annual Income Tax Provision and auditing</p><p>• Carry out other tasks as assigned to ensure the smooth running of the department.</p>
