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We are offering an exciting opportunity for a Tax Manager / Sr Tax Accountant to join our team, based in Austin, Texas. In this role, you'll be processing and analyzing tax-related data, maintaining compliance calendars, and responding to tax-related inquiries from various jurisdictions.

Responsibilities:
• Analyze and process tax-related data for the preparation of federal and state income tax returns, franchise tax returns, and unclaimed property.
• Assist with audits related to all types of taxes initiated by various federal and state jurisdictions.
• Respond to information and documentation requests from federal, state, and local governmental agencies regarding tax matters.
• Maintain tax compliance and reporting calendars, ensuring the timely completion of all scheduled items.
• Assist in various tax-related projects as needed.
• Prepare tax account reconciliations.
• Assist with tax provision and reporting (ASC 740).
• Mail various compliance forms and payments.
• Record data in ERP.
• Keep up-to-date with the latest Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other related accounting functions.

• Applicant must hold a minimum of 5 years of experience in a similar role as a Tax Manager or Sr Tax Accountant.

• Proficiency in Accounting Software Systems is required.

• Experience with ADP - Financial Services is a must.

• Familiarity with CaseWare is expected.

• Knowledge of CCH ProSystem Fx and CCH Sales Tax is essential.

• Capable of performing Accounting Functions effectively.

• Experience with Annual Income Tax Provision is necessary.

• Auditing skills are highly required.

• Compliance with all applicable laws and regulations is mandatory.

• Experience in Entity Formation is highly desirable.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

3450 results for Tax Accountant Financial Services

Tax Manager / Sr Tax Accountant We are offering an exciting opportunity for a Tax Manager / Sr Tax Accountant to join our team, based in Austin, Texas. In this role, you'll be processing and analyzing tax-related data, maintaining compliance calendars, and responding to tax-related inquiries from various jurisdictions. Responsibilities: • Analyze and process tax-related data for the preparation of federal and state income tax returns, franchise tax returns, and unclaimed property. • Assist with audits related to all types of taxes initiated by various federal and state jurisdictions. • Respond to information and documentation requests from federal, state, and local governmental agencies regarding tax matters. • Maintain tax compliance and reporting calendars, ensuring the timely completion of all scheduled items. • Assist in various tax-related projects as needed. • Prepare tax account reconciliations. • Assist with tax provision and reporting (ASC 740). • Mail various compliance forms and payments. • Record data in ERP. • Keep up-to-date with the latest Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other related accounting functions.

Sr. Trust Tax Accountant Financial Services company located in the Wilmington Delaware area is looking to staff a Sr. Trust Tax Accountant with a strong background in trust taxation, including preparation, review, and planning. In this role, you will prepare federal and state income tax returns, review W8/W9s, provide tax projections, oversee tax staff, research tax issues/inquiries in reference to the tax implications of actual or proposed trust activity, coordinate with tax department on development initiatives and transactions, identify tax risks, maintain fixed assets, and coordinate tax planning activities. The ideal Senior Trust Tax Accountant should preferably have public accounting experience, hold a CPA, and proven knowledge of federal, state, and local tax laws. What you get to do daily· Prepare federal, state, and local tax returns· Ensure compliance with tax laws· Create tax strategies· Maintain confidentiality of financial data· Review complex tax returns· Analyze tax account reconciliations· Identify tax discrepancies· Implement best practices· Maintain positive client relationships· Stay abreast of current tax laws

Senior Tax Accountant We are offering an exciting opportunity for a Senior Tax Accountant in Kingsley, Iowa. The role involves managing multiple locations, preparing and analyzing client financial statements, and maintaining comprehensive tax records. The successful candidate will be instrumental in developing staff members and attracting new clients to the firm. Responsibilities: • Accurately gather and utilize tax-related information from clients for the preparation of tax returns • Monitor industry trends and analyze tax regulations • Research complex tax issues and devise appropriate solutions for clients • Foster a dynamic, fast-paced environment while leading a team of tax professionals • Build and maintain relationships with clients while promoting the firm's services • Provide superior client service by assisting with business and tax planning • Handle tax services and federal and state tax compliance needs for various clients including farms, businesses, and individuals • Provide comprehensive review and analysis of complex tax returns • Assist with additional tax compliance and obligations within the firm outside of the tax season • Recognize tax issues for existing clients and assist with new business development.

Sales and Use Tax Accountant We are looking for a meticulous and methodical Sales and Use Tax Accountant to join our team, based in south Orange County, California. The role involves the preparation and filing of tax reports, handling notifications and late filings, and the maintenance of accurate records. This is a hybrid role, requiring your presence in the office for three days each week, and offers a contract to permanent employment opportunity. Responsibilities• Conducting the preparation and filing of Sales and Use Tax reports• Handling notifications and late filings in a timely manner• Conducting regular audits to ensure compliance and accuracy• Utilizing Concur to manage Accounts Payable (AP) and other accounting functions• Accrual Accounting to maintain the balance sheet account• Ensuring corporate tax compliance and managing monthly sales tax• Preparing and filing Sales Tax Return

Tax Accounting Manager We are offering an exciting opportunity for a Tax Accounting Manager in Irvine, California. In this role, you will be expected to carry out various functions related to general accounting, tax compliance, and reporting and analysis, all while adhering to the highest standards of accuracy and efficiency. Responsibilities: • Oversee the preparation and analysis of financial statements and other accounting reports, ensuring their accuracy and completeness. • Conduct regular audits and reconciliations of accounts to verify the accuracy of financial data and reports. • Manage the general ledger and keep records of all financial transactions up-to-date. • Collaborate with internal stakeholders to complete accounting tasks and reports in a timely and accurate manner. • Ensure compliance with company accounting policies and procedures. • Prepare and file various tax returns, including income tax, sales tax, and other indirect taxes. • Stay updated with tax laws and regulations at the local, state, and federal levels and analyze the tax implications of business decisions. • Coordinate with Big 4 tax preparer and provide necessary support and data for income tax filings. • Collaborate with a CPA to file indirect taxes and provide necessary support and data for these filings. • Prepare and present regular financial reports and analysis to management and stakeholders. • Analyze financial data to identify trends, variances, and opportunities for improvement. • Collaborate with other departments to provide necessary financial data and insights to support business activities. • Adapt to changing needs and take on ad-hoc projects and tasks related to finance and accounting as they arise.

Tax Preparer We are offering a contract employment opportunity for a Tax Preparer in Saratoga, California. The role involves a variety of tasks, including the handling of complex individual tax returns and processing a large volume of returns. This position will be based onsite with the possibility of hybrid work. Responsibilities• Manage the preparation of business and trust tax returns.• Handle intricate tax returns for high-net worth individuals, including a variety of scenarios such as stock options, partnership K-1, small business owners, rentals, 1031 exchanges, and sales of stocks.• Ensure accurate processing and reporting of a substantial volume of returns.• Maintain weekend availability for work as necessary.• Utilize knowledge of accounting software systems such as CCH ProSystem Fx and Drake Tax Software.• Provide excellent customer service while handling inquiries and maintaining accurate customer records.• Perform data entry tasks and manage jobs from initiation to completion.• Monitor customer accounts and take appropriate action as required.

Senior Tax Manager - Public We are offering an exciting opportunity for a Tax Manager to join our team at our CPA Firm. Based in Irving, Texas, this role involves leading a team of tax professionals and managing the preparation and review of complex tax returns. The Tax Manager will also develop and implement tax planning strategies, conduct research on tax issues, and provide guidance to clients. Responsibilities: • Lead and manage a team of tax professionals engaged in preparing and reviewing complex tax returns for individuals, partnerships, corporations, and trusts. • Develop and implement tax planning strategies to optimize clients' tax positions. • Conduct thorough research and analysis of tax issues, staying abreast of changes in tax laws and regulations. • Provide expert guidance to clients on the tax implications of business decisions and transactions. • Build and maintain strong client relationships through exceptional service and proactive communication. • Supervise and mentor entry level staff, providing opportunities for training and detail oriented development. • Utilize accounting software systems for efficient tax management. • Ensure compliance with tax laws and regulations. • Handle auditing and accounting functions. • Manage entity formation and income tax accounting.

Senior Tax Accountant A small, long-standing CPA firm in Southeast Houston is hiring for a Senior Tax Accountant. We offer a broad range of accounting and tax services to our clients, primarily consisting of businesses. We are seeking a skilled Senior Tax Accountant with an aptitude for tax return preparation, especially for businesses and corporations. The successful candidate will have a clear understanding of the relevant tax laws and will use this knowledge to minimize tax liability for our clients and ensure compliance with tax regulations. Hybrid schedule with 1 remote day per week. Please apply and email your resume to Alyssa.white@roberthalf for immediate consideration. Key Responsibilities:<ol><li>Preparing and reviewing various tax returns such as Form 1120 (U.S Corporation Income Tax Return), Form 1120S (U.S. Income Tax Return for an S Corporation), Form 1065 (U.S. Return of Partnership Income), and other business-related federal, state, and local tax returns.</li><li>Providing efficient tax planning services to businesses.</li><li>Working closely with clients on estimates and projections.</li><li>Performing tax research and consulting on various tax matters.</li><li>Maintaining a strong working relationship with clients.</li></ol>

Tax Manager - Public Patricia Carlile with Robert Half is offering an exciting opportunity for a Tax Manager - Public in the professional services industry, located in WEST LINN, Oregon. In this role, you will be responsible for a wide range of duties related to tax management and client engagement. This role is integral to the efficient operation of our team and the successful service of our clients. Responsibilities: • Maintain steady contact with clients throughout the business year, ensuring thorough knowledge of the client and all facets of the client's business • Prepare engagement letters and any subsequent modifications, answer any client questions to ensure a complete understanding of the nature and terms of an assignment• Review staff assignments to ensure they are appropriate and are being carried out properly and in the best sequence• Evaluate internal controls and work programs prepared by the staff, make necessary revisions, and discuss the work program and time budget with principal for approval• Follow the progress of the work during an engagement in relation to budgeted time and scheduled dates of completion• Anticipate problem areas and questions that might arise during the course of work and recommend solutions• Keep the principal informed of all important developments in the work, analyze major problems that occur, and recommend solutions• Resolve problems with the principal's approval and review the report drafted by the in-charge or senior accountant as the engagement nears completion• Use various accounting software systems such as ADP - Financial Services, CaseWare, CCH ProSystem Fx, and CCH Sales Tax to accomplish tasks• Conduct annual income tax provision, auditing, compliance, and entity formation tasks using your accounting functions skills. Please contact Patricia Carlile with Robert Half to review this position. Job Order: 03600-0013058022

State Tax Manager The position will focus on and support the annual state tax compliance process to provide well supported and documented analysis for management and for control purposes. The position will help develop policies and procedures to improve the efficiencies and the accuracy of the process. Job Duties and Responsibilities: • State Tax Return Compliance (e.g., prepare state tax return workpapers, prepare state tax return estimated payments, assist with state tax return audits and notice response/resolution). • Documents positions with thoughtful, well written memorandums. • Develops policies and procedures to improve the efficiencies and the accuracy of the income tax return compliance process. • Monitors and analyzes tax regulatory and compliance developments and tax law changes, and documents the impact to the Company. • Conducts all activities in a detail oriented manner, which reflects First Horizon Bank’s culture and ethics Job Requirements: • Tax technical, analytical and compliance skills and experience, including process and internal controls • Ability to communicate in an effective and detail oriented manner both orally and written • Detail oriented with strong troubleshooting and problem solving skills • Experience with tax tools, applications, and relevant financial systems (including One-Source Income Tax and One-Source Tax Provision). • Ability to maintain positive, detail oriented attitude in a fast paced and rapidly changing environment Job Qualifications: • Bachelors Degree preferred in Accounting or Finance; Masters degree preferred • 2 – 4 years of experience in Big 4 public accounting firm, corporate tax department of publicly traded corporation or combination thereof • One-Source Income Tax software experience preferred • CPA or on path to CPA

Technical Accountant - Financial Services *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a thriving, financial institution in the East Bay that combines professional growth with real impact! With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment. Enjoy top-tier benefits, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions. Work-life balance is a priority, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career. Key Responsibilities:<ul><li>Provide technical accounting guidance and ensure GAAP compliance.</li><li>Assess and implement accounting needs for new initiatives and products.</li><li>Maintain and enhance internal controls under the COSO framework.</li><li>Prepare technical memos and update accounting policies.</li><li>Oversee governance and process improvements for internal controls.</li><li>Collaborate with auditors, regulators, and internal teams.</li><li>Act as a subject matter expert in ASC 326 (CECL), ASC 842 (Leases), ASC 606 (Revenue), and more.</li><li>Educate teams on accounting processes and best practices.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Preparer We are offering a short term contract employment opportunity for a Tax Preparer in Garland, Texas. This role is primarily focused on assisting with business tax filings and will be based in a CPA firm. Responsibilities: • Ensure tax-related deadlines are met by coordinating with internal team members • Maintain and manage organized records of clients’ financial and tax information • Prepare business tax returns, including individual partnerships and state tax returns • Review all tax filings to ensure compliance with federal and state regulations • Utilize various accounting software systems to efficiently process client data • Provide excellent customer service, addressing and resolving any customer inquiries • Manage partnership tax returns and partnership taxation procedures • Use Lacerte Tax Software for tax preparation and data entry tasks • Handle ADP financial services and CCH Sales Tax software • Oversee accounting functions and manage allowances and deductibles in corporate tax returns.

Tax Preparer We are seeking a proficient Tax Preparer to join our team located in Yukon, Oklahoma. This role involves the comprehensive preparation of tax returns, efficient data entry, and the provision of exceptional customer service. The Tax Preparer will also be responsible for various accounting functions and will have the opportunity to utilize a range of accounting software systems. We offer a contract to permanent employment opportunity. Responsibilities: • Prepare and process tax returns with precision and in a timely manner • Utilize different accounting software systems such as ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, and Drake Tax Software • Perform various accounting functions as required • Provide excellent customer service, resolving any inquiries related to tax preparation • Maintain accurate and up-to-date records of tax data • Efficiently perform data entry tasks • Understand and apply knowledge of allowances and deductibles in tax preparation • Monitor client accounts and take necessary action when required • Ensure compliance with all tax regulations and keep abreast of current tax laws and industry trends

Staff Accountant We are offering an exciting opportunity in the banking industry, located in Boston, Massachusetts. We are seeking a Staff Accountant to join our team and contribute to the maintenance of our financial records and customer service. Reports to: Assistant ControllerPosition Summary:This position will report to the management company Assistant Controller and will be responsible for general accounting support. Duties will include general journal and cash journal entries (and accounts payable as needed), as well as maintenance of the general ledger including adjusting entries, monthly closings, supporting schedules, and trial balance. Additionally, the Staff Accountant will prepare the quarterly fund and portfolio invoices, contribute to the expense and dead deal reporting process, and coordinate fixed asset and depreciation schedules at year end. The ideal candidate will have at least three years of experience in an accounting/bookkeeping role. Candidates should have a high degree of organization, possess the ability to prioritize and execute multiple responsibilities, and maintain a flexible attitude while working within a fast-paced, deadline-driven environment. The Staff Accountant will interact with all levels of staff within the firm. Primary Duties and Responsibilities:• General journal and cash journal entries, and accounts payable, as needed• Maintenance of general ledger, including adjusting entries, monthly closings, supporting schedules, and trial balance• Prepare quarterly portfolio company invoices• Produce fund and investment vehicle expense reporting packages• Assist with the Concur expense reporting process, as needed• Portfolio company accounts receivable and employee billing• Fixed asset and depreciation schedules at year end• Year-end audit• Assist Corporate Controller and Assistant Controller with financial, tax statements and complex allocation schedules• Provide training and mentoring to Accounting Assistant as needed• Performs other duties as assigned

Entity Accountant The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Entity Accountant position. Which may seem pretty standard…until you get to the best part: The perks. 1) The pay rates are above what their top competitors pay their employees2) They have higher bonus structures3) There’s work from home flexibility and prioritization for employee work/life balance.4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)5) And more… Overview The Entity Group provides accounting, tax, financial management, legal and transaction support services to numerous entities holding proprietary, private equity and venture capital investments across a wide variety of industries, including manufacturing, logistics, insurance, life sciences, hospitality, healthcare and services, among others. The Accountant position reports to the Managers in the Entity Group and provides a unique opportunity for a qualified candidate to leverage his or her accounting, financial analysis, project management, and leadership skills in the oversight of several entities within the group. Key Duties & Responsibilities • Will be assigned to a slate of investment entities; responsible for all aspects of such entities’ accounting, tax, legal and financial management and analysis functions.• Maintain the general ledger accounting for assigned entities including preparing journal entries for investment activity, cash disbursements, cash receipts, payment of expenses and general ledger account reconciliations.• Prepare the tax projections and tax return workpapers for assigned entities (partnerships and corporations) including identification and resolution of tax issues with managers, in consultation with in-house tax experts.• Provide transaction support to the family investment organizations, including drafting board packages and preparing treasury entries upon closing.• Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity.• Provide day-to-day business and accounting support to certain professional service providers such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc.• Identify, develop and assist with the execution of improvements to internal processes.

Tax Manager - Public Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years! Responsibilities:• Conduct thorough research on tax-related matters.• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.• Recognize and execute opportunities to minimize effective tax rates.• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.• Ensure compliance with all relevant laws and regulations.• Advise on Entity Formation based on tax considerations.• Utilize CCH ProSystem Fx for tax processes and procedures.

Trust Tax Manager 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. Primary Responsibilities· Manage individual and corporate trust accounts· Assist with IRS filing systems· Keep abreast of all Trust rules and regulations· Identify and mitigate potential risk issues· Assist with client tax filing· Initiate the auditing process· Source and build prospect client pipeline· Build strong relationships with outside wealth advisors

Tax Analyst We are on the hunt for a Tax Analyst to join our team in Boca Raton, Florida. As a Tax Analyst, you will play a crucial role in maintaining tax compliance, facilitating tax planning, and enhancing tax strategies for our portfolio of businesses. Responsibilities: • Assist in maintaining tax compliance, reporting, and filings for the firm and its portfolio companies. • Contribute to the development of tax strategies and planning to maximize tax efficiencies. • Stay updated with tax regulations through research and ensure adherence to federal, state, and international tax laws. • Liaise with external tax advisors and accounting firms as required. • Prepare and reconcile tax provisions for financial reporting. • Play a pivotal role in due diligence and tax structuring for new acquisitions. • Collaborate with teams across finance, legal, and investment on tax-related matters. • Leverage accounting software systems and tax software such as OneSource, CorpTax, or similar for efficient tax operations. • Uphold excellent customer service and documentation standards. • Perform other accounting functions and auditing as needed.

Senior Accountant Financial services company seeks a Senior Accounting with strong financial reporting abilities and general ledger maintenance. As the Senior Accountant, you will oversee the general ledger system, assist with preparing accruals, support tax compliance, prepare annual tax filings, complete bank reconciliations, draft financial reports, coordinate the month end/year end close prepare data for monthly journal entries, assist with monthly balance sheet reconciliation, perform account reconciliations, assist with the annual audit process, maintain financial records, and perform financial analysis as needed. The successful candidate for this role will have sharp analytical skills, excellent time management abilities, and strong written and verbal communication skills. How you will make an impact· Implement revenue generating control systems· Prepare monthly financial statements· Complete month close general ledger activities· KPI Tracking· Balance Sheet Reconciliation· Review trust accounting transactions· Budget Management· Internal/External Audits· Assist with tax filing/compliance· Perform account reconciliation

Accounting Manager/Supervisor We are in the detail-oriented services industry, based in Dallas, Texas, and we're looking for an Accounting Manager/Supervisor to join our team. In this role, you will engage in a variety of tasks including managing client accounts, handling bookkeeping, payroll and tax services, and preparing financial statements. Responsibilities • Oversee various client accounts assigned to you. • Handle bookkeeping tasks, ensuring all business transactions are recorded accurately. • Manage payroll and tax services for clients. • Prepare financial statements and perform various other accounting and consulting services. • Demonstrate a strong knowledge of tax accounting principles. • Ensure standard accounting processes are followed for recording business transactions into the general ledger. • Perform account reconciliations and work paper preparation. • Prepare and post journal entries as required by the level of engagement. • Adapt your work as required by different levels of engagement. • Analyze financial statements prepared by clients and identify any issues that need to be corrected.

Tax Manager 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. Responsibilities: • 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• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients• 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• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management• 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• Identify opportunities to improve the tax process• 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• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation• Perform duties related to the Annual Income Tax Provision and auditing• Carry out other tasks as assigned to ensure the smooth running of the department.

Tax Manager We are offering an exciting opportunity for a Tax Manager in Middletown, Delaware. As a Tax Manager, you will be involved in various aspects of tax management, including customer interactions, tax database management, tax strategy application, and financial statement preparation. This role is deeply entrenched in the financial services industry and requires a high level of accuracy and efficiency. Responsibilities: • Manage the preparation and review of business and personal tax returns • Oversee bookkeeping and payroll tax returns • Regularly update and organize the tax database • Record tax entries into various accounting software systems • Apply tax reduction strategies effectively • Prepare tax projections on a consistent basis • Communicate proactively with clients to address their queries and concerns • Participate in and prepare for client meetings on a quarterly and monthly basis • Review and prepare financial statements • Ensure compliance with tax codes, rules, regulations, and forms

Sr. Fund Accountant Jeff Abrams with Robert Half is looking for a Sr. Fund Accountant to join his client's team in the Financial Services industry. In this role, you will be entrusted with the recording and tracking of investments, preparation of financial statements, and liaison with investors. You will also engage directly with the investment team and assist in a variety of accounting-related tasks. Responsibilities: • Ensure efficient and accurate processing of customer credit applications• Maintain precise customer credit records• Handle all aspects of cash management including capital calls, cash, and distributions• Engage directly with the investment team to assist with portfolio company valuations• Prepare financial statements for the fund and management company on a quarterly and annual basis• Liaise with fund investors to address financial information requests• Assist with accounting and tax work related to fund investments• Monitor cash balances and assess capital needs and uses• Coordinate with external auditors and assist in the preparation of audited annual reports• Undertake a range of ad hoc projects to support various team members in the Accounting department. If interested, please reach out to Jeff Abrams via LinkedIn

Controller/ Real Estate Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders. Responsibilities: • Mentor and provide opportunities for the Investor Reporting team members to grow.• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.• Oversee the preparation of monthly reports for various investment vehicles.• Lead the quarter-end close process, preparation, and review of financial statements.• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.• Identify and implement improvements in policies and procedures.• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions. If interested, please reach out Jeff Abrams via LinkedIn

Tax Manager We are seeking a Tax Manager to join our client's team in the Lawrenceville, New Jersey area. The Tax Manager will be responsible for preparing tax provisions, maintaining and developing our financial systems, and ensuring compliance with national and international tax laws. Responsibilities: • Prepare and handle tax provisions from scratch • Use accounting software systems to maintain accurate financial records • Provide expertise in national/multi-state tax regulations • Conduct internal audits to ensure compliance with tax laws • Utilize Accounting Functions, CCH ProSystem Fx, and CCH Sales Tax for financial management • Develop and manage the Annual Income Tax Provision • Assist in Entity Formation for various business ventures • Ensure compliance with IFRS and other international tax laws • Use ADP - Financial Services and CaseWare for financial services and auditing • Work with the team to improve and maintain financial systems.

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