<p>A Family Office Accountant manages the daily financial affairs, bookkeeping, and reporting for high-net-worth individuals, trusts, and investment entities. </p><p><br></p><p>Key responsibilities include preparing financial statements, handling accounts payable/receivable, tax compliance, cash flow management, and, crucially, maintaining high confidentiality. </p><p><br></p><p>The role requires a bachelor’s degree in accounting/finance, 2-5+ years of experience, proficiency in QuickBooks and Excel.</p><p><br></p><p><strong><u>If you are a qualified Family Office accountant, please contact me with a resume at joe.ciavardini@roberthalf</u></strong></p><p><br></p><p><br></p><p><strong>Key Job Responsibilities</strong></p><ul><li><strong>Accounting & Bookkeeping:</strong> Maintain general ledgers and charts of accounts for multiple entities, including LLCS, trusts, and personal accounts.</li><li><strong>Financial Reporting:</strong> Prepare GAAP-compliant financial statements, balance sheets, and income statements.</li><li><strong>Cash Flow & Banking:</strong> Monitor cash flow, manage bank reconciliations, and execute wire transfers.</li><li><strong>Tax Compliance:</strong> Coordinate with external tax advisors, gather documentation for tax filings, and handle tax payments.</li><li><strong>Accounts Payable/Payroll:</strong> Process invoices, expense reports, and household payroll.</li><li><strong>Investment Tracking:</strong> Record investment transactions, track capital calls, and reconcile with custodian statements. </li></ul><p><br></p>
We are looking for a skilled Tax Preparer to join our team on a long-term contract basis in Utica, New York. This role involves preparing accurate tax returns for individuals and businesses while ensuring compliance with federal, state, and local regulations. The ideal candidate will bring experience in using tax software and have a keen eye for detail to deliver exceptional service to clients.<br><br>Responsibilities:<br>• Prepare and file individual and business tax returns in accordance with applicable regulations.<br>• Analyze financial documents to identify eligible deductions, credits, and other tax-saving opportunities.<br>• Respond to client inquiries and provide clear explanations regarding tax matters.<br>• Ensure all tax documents are accurate and complete before submission.<br>• Utilize tax software, including Lacerte, to streamline the preparation process.<br>• Maintain confidentiality and security of sensitive financial information.<br>• Stay updated on changes to tax laws and regulations to ensure compliance.<br>• Collaborate with clients to gather necessary financial data and documentation.<br>• Conduct reviews of completed tax returns to verify accuracy and compliance.<br>• Advise clients on tax planning strategies to optimize their financial outcomes.
<p>Nick Corieri with Robert Half is seeking an experienced Financial Advisor to join a client in Utica, New York. Whether you are newly licensed or have many years of expertise, this role offers a unique opportunity to grow professionally within a supportive environment. This firm provides excellent benefits along with the potential to have a short timeline into partial ownership of the business. </p><p><br></p><p>Responsibilities:</p><p>• Provide personalized financial planning services tailored to client needs and goals.</p><p>• Offer expert guidance on investment strategies and portfolio management.</p><p>• Build and maintain strong relationships with clients to ensure long-term financial success.</p><p>• Conduct thorough financial reviews and assessments to identify opportunities for improvement.</p><p>• Stay updated on market trends and regulatory changes to deliver informed advice.</p><p>• Collaborate with team members to develop innovative financial solutions.</p><p>• Assist clients in understanding complex financial concepts and decisions.</p><p>• Ensure compliance with all industry regulations and standards.</p><p>• Identify and pursue opportunities to expand the firm's client base.</p><p>• Support succession planning initiatives, including potential ownership transitions.</p><p><br></p><p>For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half.</p>
<p>We are looking for an Audio-Visual Technician to join our team on a contract basis in Kirkwood, New York. In this role, you will ensure the smooth operation and maintenance of AV systems and video conferencing equipment across various meeting spaces. Your expertise will be integral in delivering seamless support and resolving technical issues efficiently.</p><p><br></p><p>Responsibilities:</p><p><strong>• Ensure all AV equipment and video conferencing systems in meeting rooms are fully operational and provide uninterrupted service.</strong></p><p><strong>• Coordinate and oversee the installation of AV equipment, including assisting contractors during installation.</strong></p><p>• Evaluate the condition of equipment and provide detailed assessments, including photos and maintenance history, to support budgeting and purchasing decisions.</p><p>• Identify and report equipment requiring repairs, and manage contractor activities for necessary maintenance.</p><p>• Perform regular maintenance and troubleshooting of AV systems to guarantee optimal functionality.</p><p>• Recognize potential audiovisual issues proactively and offer solutions to address client needs.</p><p>• Utilize knowledge of unified communication platforms such as Zoom, Cisco WebEx, and similar tools to provide user support.</p><p>• Reset passwords on mobile devices using Samsung Knox and Microsoft Intune.</p><p>• Offer basic technical assistance for multifunction devices such as printers and scanners.</p><p>• Escort contractors onsite for AV, video conferencing, and multifunction device support needs.</p>
<p>We are seeking a highly organized and detail-oriented Full-Charge Bookkeeper to manage the firm’s day-to-day accounting operations and maintain complete, accurate financial records. This role is responsible for overseeing the full accounting cycle, supporting tax and reporting requirements, and ensuring financial processes run efficiently. The ideal candidate is proactive, technically strong, and comfortable working both independently and collaboratively with leadership and accounting staff.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Accounting & Financial Management</p><ul><li>Maintain complete and accurate financial records for the firm</li><li>Reconcile all bank accounts and firm financial accounts regularly</li><li>Post and maintain the General Ledger</li><li>Prepare and generate financial statements using accounting software</li><li>Produce and distribute weekly cash flow reports</li><li>Assist accountants and leadership with year-end close and tax preparation</li></ul><p>Billing & Revenue Oversight</p><ul><li>Monitor time and billing procedures to ensure firm compliance</li><li>Track outstanding time entries and client invoices; follow up as needed</li><li>Monitor insurance company billings and follow up regarding payments</li><li>Troubleshoot billing system issues and coordinate with IT/technical support</li></ul><p>Operational & Administrative</p><ul><li>Reconcile, manage, and distribute petty cash</li><li>Maintain financial accuracy and internal controls across accounting processes</li><li>Support process improvements and system efficiency</li></ul><p>Team Support & Leadership</p><ul><li>Assist with initial interviews for open bookkeeping roles</li><li>Train, mentor, and supervise bookkeeping personnel</li><li>Ensure bookkeeping staff adhere to firm procedures and standards</li></ul><p><br></p>
<p>Robert Half is looking for a skilled Accountant to join a reputable non-profit in Utica, New York. In this role, you will contribute to the smooth operation of accounting processes, ensuring accuracy and compliance with financial principles. This position requires a detail-oriented individual with strong analytical skills and a commitment to maintaining financial integrity.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, employee reimbursements, and corporate credit card expenses while ensuring accuracy and resolving discrepancies.</p><p>• Maintain vendor records, including W-9s and 1099 filings, and assist with cash flow analysis.</p><p>• Verify, record, and reconcile bank statement transactions to ensure proper financial documentation.</p><p>• Manage investment account activities, compile statements, and coordinate with investment consultants.</p><p>• Update fixed asset records, record monthly depreciation entries, and maintain depreciation schedules.</p><p>• Prepare journal entries to accurately reflect financial transactions in line with accounting standards.</p><p>• Reconcile general ledger accounts on a timely basis, adhering to the reconciliation schedule.</p><p>• Assist in the preparation of monthly fund statements and departmental budget-to-actual reports.</p><p>• Support year-end closing processes, including audit preparation, 990 documentation, and 1099 filings.</p><p>• Collaborate on ad-hoc accounting projects and contribute to the implementation of financial controls.</p><p><br></p><p>For immediate consideration, please apply to this job and contact Nick Corieri from the Syracuse branch of Robert Half.</p>
<p>Chris Preble from Robert Half is engaged by a Utica client of his to look for an accomplished Controller to help lead financial operations and accounting functions within a growing organization. This role offers an opportunity to contribute to strategic planning while managing day-to-day financial activities in a fast-paced environment. The Controller will play a pivotal role in maintaining financial integrity, ensuring compliance, and driving continuous improvement initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Leadership & Oversight</strong></p><ul><li>Lead, mentor, and develop the accounting team to ensure accuracy, accountability, and professional growth.</li><li>Establish and maintain internal controls, policies, and procedures to safeguard assets and ensure compliance.</li><li>Foster a culture of continuous improvement within the finance department.</li></ul><p><strong>Financial Reporting & Analysis</strong></p><ul><li>Oversee the preparation of monthly, quarterly, and annual financial statements, ensuring accuracy and timeliness.</li><li>Conduct detailed financial analysis and variance reporting to support data-driven decision-making.</li><li>Partner with ownership to develop annual budgets and provide ongoing forecasts and variance updates.</li></ul><p><strong>Operational Finance</strong></p><ul><li>Implement and standardize accounting processes across the organization.</li><li>Collaborate with department heads to evaluate costs, pricing, and profitability.</li></ul><p><strong>Audit, Compliance & Systems</strong></p><ul><li>Serve as the primary contact for external audits, banking partners, and other financial stakeholders.</li><li>Ensure compliance with local, state, and federal regulations, including tax and reporting requirements.</li><li>Evaluate and implement financial systems and software solutions to improve efficiency and reporting capabilities.</li></ul>
We are looking for a detail-oriented Bookkeeper to join our team in Oriskany, New York. This Contract to permanent position is ideal for a candidate with strong accounting skills who thrives in managing multiple entities and ensuring financial accuracy. The role requires proficiency in reconciliation processes, general ledger management, and handling both accounts payable and receivable.<br><br>Responsibilities:<br>• Oversee the financial operations of three small companies, ensuring accurate record-keeping and reporting.<br>• Perform bank reconciliations to maintain accurate financial balances and resolve discrepancies.<br>• Manage accounts payable processes, including timely invoice payments and vendor communications.<br>• Handle accounts receivable tasks, such as invoicing and following up on overdue accounts.<br>• Maintain the general ledger by recording journal entries and ensuring financial data integrity.<br>• Assist with month-end close activities, including preparing financial statements and reports.<br>• Utilize accounting software like NetSuite, Oracle, QuickBooks, and SAP for day-to-day operations.<br>• Collaborate with management to ensure compliance with company policies and financial regulations.<br>• Identify and implement process improvements to streamline accounting operations.
