<p>Our client is seeking a <strong>Senior Compliance Specialist</strong> to support and enhance the compliance program for a newly launched investment fund platform. This role will partner closely with Legal, Product, Operations, and external service providers to ensure compliance with SEC, FINRA, and investment management regulations. </p><p><strong>Key Responsibilities</strong></p><ul><li>Support and maintain compliance policies, procedures, manuals, and supervisory controls.</li><li>Monitor regulatory developments and implement necessary compliance updates.</li><li>Conduct compliance testing, monitoring, and oversight of fund, adviser, and third-party service provider activities.</li><li>Support regulatory examinations, audits, inquiries, and remediation efforts.</li><li>Assist with regulatory filings, board reporting, fund governance, and disclosure reviews.</li><li>Coordinate with internal teams and external vendors to ensure compliant fund operations.</li><li>Deliver compliance training and promote a strong culture of compliance.</li><li>Support compliance programs under the Investment Company Act of 1940 and Investment Advisers Act of 1940. </li></ul><p><br></p><p><br></p>
We are looking for an accomplished marketing leader to guide strategic initiatives that strengthen brand visibility and drive business growth in Poughkeepsie, New York. This Long-term Contract position is ideal for someone who combines strong B2B marketing expertise with a data-informed approach to digital campaign development and performance optimization. The role will shape integrated marketing efforts, align programs with organizational goals, and deliver measurable results across multiple channels.<br><br>Responsibilities:<br>• Develop and lead comprehensive marketing strategies that support business objectives, increase market presence, and expand brand recognition.<br>• Oversee digital marketing initiatives across relevant channels, using performance insights to improve engagement, lead generation, and campaign effectiveness.<br>• Build and execute B2B marketing programs designed to attract target audiences, strengthen customer relationships, and support revenue goals.<br>• Establish frameworks to measure marketing success, leveraging analytics tools such as Google Analytics to track trends, evaluate outcomes, and guide decision-making.<br>• Direct brand-building efforts by ensuring messaging, positioning, and campaign execution remain consistent and compelling across all touchpoints.<br>• Partner with cross-functional stakeholders to plan, prioritize, and deliver marketing initiatives on schedule and in alignment with broader organizational needs.<br>• Manage complex marketing programs from concept through execution, balancing strategic planning with operational follow-through.<br>• Identify opportunities to refine marketing processes, reporting methods, and campaign structures to improve overall efficiency and impact.
We are looking for a strategic and results-driven Director of Marketing to lead demand generation and brand growth for a high-volume business in New York, New York. This role will oversee established acquisition efforts while shaping a more unified marketing function that supports multiple brands and the broader sales organization. The ideal candidate brings strong performance marketing leadership, sharp analytical judgment, and the ability to turn marketing investment into measurable business outcomes.<br><br>Responsibilities:<br>• Lead marketing strategy across the primary brand and affiliated brands, creating a centralized approach that supports pipeline growth for the full sales organization.<br>• Expand and refine current acquisition programs, setting performance benchmarks and improving efficiency through clear measurement of lead quality, conversion, and revenue impact.<br>• Develop paid media into a major source of growth by managing campaigns across platforms such as Google and Meta, building conversion-focused journeys, and optimizing toward funded outcomes.<br>• Oversee lifecycle and nurture marketing programs, including automated journeys, lead scoring models, and effective handoff processes that deliver sales-ready prospects.<br>• Establish a reliable attribution framework that connects marketing activity to downstream results, including funded deals, acquisition cost, and return on investment.<br>• Direct brand positioning, messaging, and creative execution across the portfolio to strengthen market presence and maintain credible, compelling communication.<br>• Manage content and brand production across internal teams, external partners, and AI-supported resources to ensure quality, speed, and consistency.<br>• Partner closely with sales and operational leaders to align marketing output with business priorities and improve the path from inquiry to conversion.
We are looking for an experienced immigration legal leader to guide a nonprofit legal services program in New York. This position oversees attorneys and support staff, strengthens the quality of representation in immigration and domestic violence matters, and helps shape program direction through thoughtful leadership. The role also partners with internal leadership and external stakeholders to expand impact, support staff development, and maintain strong operational standards.<br><br>Responsibilities:<br>• Lead, coach, and evaluate attorneys and paralegals through regular supervision, case consultations, and performance feedback.<br>• Direct legal program operations by monitoring caseloads, service quality, reporting obligations, and outcome targets.<br>• Promote excellent client representation by ensuring matters are handled in accordance with high-quality standards, funding requirements, and legal ethics.<br>• Create and refine practice resources such as procedures, templates, and training materials to improve consistency and effectiveness across the team.<br>• Work closely with organizational leadership to set priorities, identify opportunities for growth, and advance ongoing program improvements.<br>• Cultivate relationships with community partners, public agencies, and allied organizations to strengthen referrals and collaborative advocacy.<br>• Serve as a representative of the legal program in meetings, coalitions, and other external forums.<br>• Provide direct support on particularly sensitive, urgent, or legally complex cases when advanced guidance is needed.
<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>
<p>Our client is seeking a compliance and surveillance analyst with 2 to 5 years of experience to join their newly registered Futures Commission Merchant (FCM). In this role, you will support our Chief Compliance Officer (CCO) in navigating NFA and CFTC frameworks, managing day-to-day regulatory operations, and executing trade surveillance. This position is ideal for an analyst with a foundation in FINRA or NFA regulations who wants to step into the cutting-edge intersection of digital assets and traditional derivatives. This role is onsite 2-3 days a week in Manhattan. </p><p>Key Responsibilities</p><ul><li>Regulatory Responses: Assist the CCO in preparing timely responses to NFA and CFTC inquiries, audits, and routine exams.</li><li>Trade Surveillance: Monitor daily trading activity to detect and investigate potential market abuses, wash trading, or spoofing.</li><li>Policies & Procedures: Update, refine, and maintain the FCM’s written supervisory procedures to match evolving crypto-derivatives regulations.</li><li>Training Program Development: Create and deliver regulatory compliance training modules for internal staff and associated persons.</li></ul><p><br></p>
<p><strong>Finance Director, New Haven Area</strong></p><p><strong>Contact: </strong>Brittany Rizzo / Brittany.Rizzo@roberthalf com</p><p><strong>Reference ID: </strong>BR0013384966</p><p>Salary range of $140,000-$160,000. Company offers benefits including medical, dental, vision, 401k and paid time off. </p><p><br></p><p><strong>Position Overview</strong></p><p>Our client is a local non-profit in the greater New Haven area and is seeking an experienced, strategic, and ethical finance professional to serve as its next <strong>Finance Director</strong>. This executive-level position is responsible for the overall leadership, management, and oversight of the financial operations, ensuring fiscal integrity, transparency, and long-term financial sustainability.</p><p>The Finance Director serves as a key member of the leadership team and works closely with the Manager, elected officials, department heads, auditors, and the community.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct and oversee all financial operations, including budgeting, accounting, payroll, accounts payable/receivable, treasury management, purchasing, and financial reporting.</li><li>Develop and manage the Town’s annual operating and capital budgets.</li><li>Provide long-range financial forecasting and strategic financial planning.</li><li>Prepare monthly, quarterly, and annual financial reports for the Town Manager and Town Council.</li><li>Ensure compliance with all federal, state, and local laws, regulations, and reporting requirements.</li><li>Coordinate and oversee annual independent audits and implement recommendations.</li><li>Manage cash flow, investments, debt issuance, and bond compliance.</li><li>Establish and maintain strong internal controls and financial policies.</li><li>Supervise and mentor finance department staff.</li><li>Present financial information clearly to elected officials and the public.</li><li>Support grant administration and financial reporting for externally funded programs.</li></ul>
We are looking for a strategic and hands-on marketing leader to drive paid search performance for our ecommerce business in Brooklyn, New York. This role is centered on scaling revenue through Google Ads and Microsoft Advertising while maintaining strong return on spend and disciplined budget management. The ideal candidate brings deep experience in search, shopping, and Performance Max campaigns, along with the analytical judgment to translate data into clear business decisions.<br><br>Responsibilities:<br>• Lead paid search strategy across Google Ads and Microsoft Advertising, shaping account structures that support a large product catalog and capture long-tail demand effectively.<br>• Manage day-to-day campaign execution, including bid adjustments, pacing oversight, keyword exclusions, search query analysis, audience targeting, and device, location, and schedule optimizations.<br>• Oversee product feed performance as a core acquisition lever by refining titles and attributes, applying custom segmentation, and resolving merchant center issues that affect delivery.<br>• Develop and evaluate ad messaging, creative assets, extensions, and landing page test ideas in partnership with ecommerce and merchandising stakeholders.<br>• Establish channel performance benchmarks tied to revenue, efficiency, contribution margin, and customer acquisition goals, and allocate investment based on measurable impact.<br>• Build and maintain a structured experimentation roadmap covering bidding models, campaign design, match types, creative approaches, and onsite experience improvements.<br>• Deliver business-focused reporting through weekly insights, monthly reviews, forecasts, and scenario planning for seasonal or high-demand periods.<br>• Monitor competitor activity and market dynamics using auction trends, impression share analysis, brand term pressure, and pricing signals to inform optimization decisions.
<p>Our client is a fast-growing, technology-driven tax firm is redefining the tax planning and preparation experience for high-earning individuals across the U.S. through a combination of modern software and deep tax expertise, we deliver proactive, data-driven tax solutions. Due to growth of the firm, they are looking to bring on a Tax Director to their team.</p><p><br></p><p>What You’ll Do</p><ul><li>Review complex individual (1040) and business entity tax returns</li><li>Communicate directly with clients and partners to provide expert guidance</li><li>Research U.S. tax code and emerging legislation to identify opportunities</li><li>Liaise with tax authorities as needed</li><li>Manage, train, and delegate work to staff accountants</li><li>Collaborate with the technology team to improve automation and workflow efficiency</li></ul><p><br></p><p>What We Offer</p><ul><li>A collaborative team of professionals from top finance and technology backgrounds</li><li>Access to innovative tools that reduce manual work and enhance client service</li><li>Strong financial backing and resources to support growth and new initiatives</li></ul><p><br></p><p><br></p>
We are looking for a Tax Director to lead sophisticated trust and estate tax engagements in Plainview, New York. This position focuses on advising high-net-worth individuals and families on estate planning, fiduciary taxation, and related compliance matters while providing strong technical oversight across complex client work. The role also offers the opportunity to contribute to practice development, mentor team members, and help shape high-quality tax guidance for both internal and external audiences.<br><br>Responsibilities:<br>• Lead and review complex trust, estate, and gift tax engagements for high-net-worth clients, ensuring technical accuracy and timely delivery.<br>• Advise clients on the tax consequences and practical considerations of estate plans, trust structures, and related wealth transfer strategies.<br>• Oversee estate and trust administration matters, offering guidance on compliance obligations and operational requirements.<br>• Conduct detailed tax research to address fiduciary, estate, and transfer tax questions and develop well-supported recommendations.<br>• Review intricate gift, estate, and fiduciary tax filings to maintain quality standards and compliance with applicable regulations.<br>• Monitor legislative developments and broader business issues that may affect client planning strategies and filing positions.<br>• Create insightful tax content and thought leadership materials for distribution to clients, colleagues, and the broader market.<br>• Support the enhancement of trust and estate practice methods, workflows, and internal standards to improve consistency and effectiveness.<br>• Contribute to staff development by designing training materials, presenting technical sessions, and mentoring entry-level professionals.
<p>190,000 - 200,000</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>Are you an experienced CPA with a proven track record in matrimonial engagements, business valuations, and litigation support? Our client a well-established regional CPA firm in Central New Jersey is seeking a Director of Forensics & Litigation to lead and grow this critical practice area.</p><p>Key Responsibilities:</p><ul><li>Oversee and manage forensic accounting and litigation support engagements.</li><li>Provide expert analysis and testimony in matrimonial and business valuation cases.</li><li>Supervise and mentor a team of professionals, ensuring high-quality deliverables.</li><li>Collaborate with attorneys, clients, and internal teams to drive successful outcomes.</li></ul><p>Advantages to joining the firm:</p><ul><li>Opportunity to lead a growing practice within a respected regional firm.</li><li>Clear path to partnership for the right candidate.</li><li>Competitive compensation and benefits package.</li></ul><p>To apply email a resume in a Word format to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity in total confidence. </p>
We are looking for an experienced procurement leader to guide indirect sourcing strategy across the Americas for a dynamic retail organization. This role will shape category plans, strengthen supplier partnerships, and work closely with business and finance stakeholders to deliver value, quality, and responsible purchasing outcomes. The position is well suited for someone who combines strategic insight with hands-on execution in a fast-moving, cross-functional environment.<br><br>Responsibilities:<br>• Lead the regional indirect procurement agenda across categories such as store development, facilities, events, communications, client initiatives, visual merchandising, travel, and specialized services.<br>• Build and implement sourcing strategies that align regional priorities with broader enterprise procurement objectives and measurable business goals.<br>• Collaborate with senior leaders and cross-functional partners to improve purchasing practices, introduce effective tools and methods, and drive consistent performance standards.<br>• Manage the full sourcing lifecycle, from defining business needs and evaluating suppliers to negotiating commercial terms, finalizing agreements, and supporting rollout.<br>• Analyze spending patterns and operating expenses to uncover savings opportunities, improve cost efficiency, and strengthen total cost of ownership decisions.<br>• Establish strong supplier governance by setting service expectations, tracking performance metrics, and addressing compliance and risk considerations.<br>• Partner with Finance to support budgeting discipline, validate savings results, and provide reporting that reflects operational and financial impact.<br>• Develop reporting frameworks and executive-level updates that combine qualitative insights with quantitative results for leadership review.<br>• Coach and develop procurement talent while fostering a collaborative, high-accountability culture across the regional procurement team.
We are looking for an accomplished finance leader to help guide the financial strategy and day-to-day fiscal operations of our nonprofit organization in Staatsburg, New York. This role partners closely with senior leadership to strengthen reporting, budgeting, compliance, and internal controls while supporting sound stewardship of organizational resources. The ideal candidate brings deep accounting expertise, strong analytical judgment, and the ability to translate financial information into actionable insights for leadership and stakeholders.<br><br>Responsibilities:<br>• Lead the preparation and review of monthly, quarterly, and annual financial reports to ensure accuracy and timely delivery.<br>• Direct budgeting and forecasting activities, including analysis of variances and recommendations to support financial decision-making.<br>• Manage general ledger integrity, reconciliations, and all critical close activities at month-end and year-end.<br>• Track cash position, operating results, and financial trends to help leadership monitor performance and plan effectively.<br>• Coordinate annual audit readiness efforts and serve as a key contact for external auditors throughout the engagement.<br>• Ensure adherence to nonprofit accounting standards, grant-related financial requirements, and applicable regulatory reporting obligations.<br>• Oversee core accounting operations such as accounts payable, accounts receivable, payroll, and fixed asset administration.<br>• Produce financial analyses and presentations for executives, board members, and external funding partners.<br>• Establish, refine, and monitor financial policies and internal control procedures to safeguard organizational assets.<br>• Provide guidance and oversight to accounting team members while partnering with program leaders on restricted funding and grant tracking.
<p>We are looking for an accomplished finance leader to support a major organization in the affordable housing and real estate sector on a Contract basis. This role will partner closely with executive leadership and the Board to turn complex financial information into clear recommendations that support strategic decision-making. Based in New York, New York, the position focuses on strengthening reporting, forecasting, and long-term planning capabilities through high-level financial analysis and modeling.</p><p><br></p><p>Responsibilities:</p><p>• Advise senior executives and Board members by developing financial insights that support strategic, operational, and investment decisions.</p><p>• Build, enhance, and maintain sophisticated financial models, including three-statement models, cash flow analyses, and performance forecasting tools.</p><p>• Prepare board-ready presentations and reporting packages that translate financial results into concise, decision-oriented narratives.</p><p>• Lead the development and refinement of annual budgets, rolling forecasts, and long-range financial plans aligned with organizational objectives.</p><p>• Create and manage short-term liquidity projections, including 13-week cash flow forecasts, to improve visibility into funding needs and operating performance.</p><p>• Evaluate business trends and portfolio performance within the affordable housing environment to identify risks, opportunities, and areas for improvement.</p><p>• Strengthen FP&A processes by organizing financial data into meaningful reporting frameworks and actionable management insights.</p><p>• Collaborate with internal stakeholders to improve the accuracy, usefulness, and executive relevance of financial reporting and analysis.</p>
<p>We are looking for an experienced finance leader to guide and expand a sophisticated family office services practice. This role partners closely with senior leadership to manage complex client relationships, strengthen team performance, and elevate the quality and consistency of service delivery. The ideal candidate brings deep accounting and financial insight, strong judgment, and the ability to create structure in situations involving intricate wealth arrangements and competing priorities.</p><p><br></p><p>Responsibilities:</p><p>• Direct financial oversight for complex family office client engagements, ensuring accurate analysis, timely execution, and high-quality deliverables.</p><p>• Partner with practice leadership to shape scalable operating procedures, improve service workflows, and support continued growth of the business.</p><p>• Lead, mentor, and develop team members by providing guidance, setting expectations, and fostering strong, detail-oriented performance.</p><p>• Review budgeting, financial reporting, and cash flow activities for ultra-high-net-worth families and related entities with a high degree of precision.</p><p>• Coordinate across advisors and stakeholders to address trust, tax, and entity-related matters within multifaceted family structures.</p><p>• Translate incomplete or fragmented financial information into clear recommendations and practical next steps for clients and internal teams.</p><p>• Identify opportunities to enhance reporting tools, technology usage, and overall operational effectiveness across the practice.</p><p>• Maintain strong client relationships by delivering responsive service, sound financial leadership, and thoughtful problem-solving on sensitive matters.</p>