<p>We are seeking experienced Control Testing professionals to join our Corporate & Investment Bank (CIB) Markets Operations organization. This role focuses on <strong>SOX and operational control testing</strong>, evaluating the design and effectiveness of controls executed by Operations teams across multiple lines of business within Markets and Payments. <strong>This role is 5 days on site.</strong></p><p><br></p><p>The ideal candidate brings a strong combination of <strong>control testing expertise, operational banking knowledge, and sales & trading product understanding</strong>. This is <strong>not a technical testing role</strong>; rather, it is focused on assessing whether operational controls are designed appropriately, executed effectively, and mitigating risk as intended.</p><p><br></p><p>Senior-level hires may also be responsible for <strong>team oversight, stakeholder management, and governance escalation</strong>.</p><p><br></p><p>Key Responsibilities</p><ul><li>Execute and/or oversee <strong>SOX and operational control testing</strong> across Markets and Payments Operations within the CIB</li><li>Assess the <strong>design and operating effectiveness of controls</strong> run by Operations teams across multiple business lines</li><li>Perform testing on controls related to:</li><li>Daily reconciliations and break management</li><li>Fund transfers and payment controls</li><li>NFA and regulatory checks</li><li>Call box controls, queues, dashboards, and monitoring processes</li><li>Design, document, and maintain <strong>testing scripts and procedures</strong> in accordance with the firm’s control framework</li><li>Review written procedures to assess <strong>risk coverage, control intent, and adequacy of mitigation</strong></li><li>Validate that controls are performed within established <strong>SLAs</strong>, including timely escalation of aged breaks and issues</li><li>Partner closely with Operations, Sales & Trading, Risk, and Governance teams to discuss findings and remediation</li><li>Lead walkthroughs, testing discussions, and stakeholder calls with <strong>clear executive presence and communication</strong></li><li>Escalate control deficiencies and themes to governance committees as required</li><li>(Senior/VP level) Manage or mentor junior testers and support team growth initiatives</li></ul>
<p>We are looking for a dedicated Accounting Manager to oversee essential financial operations within our organization in Bradenton, Florida. This role requires an individual who can ensure timely month-end closings, and prepare accurate financial statements. The ideal candidate will bring extensive experience and a proactive approach to maintaining financial integrity and supporting organizational goals.</p><p>This position requires strong ownership of daily accounting accuracy, internal discipline, and the ability to correct staff work.</p><p><br></p><ul><li>Maintain accurate general ledger activity across multiple companies</li><li>Post journal entries and supporting schedules</li><li>Perform monthly bank, credit card, and balance sheet reconciliations</li><li>Support timely month-end close and financial reporting</li><li>Identify and escalate discrepancies or unusual transactions</li><li>Oversee accounts payable and receivable processes</li><li>Review entered bills, payments, and deposits for accuracy</li><li>Maintain vendor and customer records</li><li>Ensure proper coding and documentation</li></ul><p><br></p>
<p>Robert Half is partnering with a rapidly growing business services group in the Lakeland area that is launching a new, independently operated CPA firm. This exciting venture offers the rare opportunity to build a practice from the ground up — backed by an established client base, internal sales support, and strong leadership committed to long-term growth and innovation.</p><p>Our client is seeking an entrepreneurial Tax & Accounting Manager who can lead accounting and tax operations while helping to shape the firm’s strategic direction. This is an ideal role for a hands-on, forward-thinking CPA or EA ready to transition from a traditional firm environment into something more dynamic, growth-oriented, and rewarding.</p><ul><li>Lead day-to-day accounting and tax engagements for a portfolio of small business clients, primarily S-Corps and partnerships.</li><li>Manage client relationships with a consultative, year-round approach focused on accuracy, compliance, and strategic tax outcomes.</li><li>Oversee integration of new clients through both internal referral channels and external business development efforts.</li><li>Develop and implement efficient firm processes, technology platforms, and service models to support scalability.</li><li>Collaborate with company leadership to define service offerings, pricing models, and growth strategies.</li><li>Manage client onboarding, billing, and satisfaction to ensure strong retention and recurring revenue growth.</li><li>Provide leadership as the firm expands—recruiting, training, and mentoring future staff members.</li></ul><p>This is a ground-floor opportunity to help shape the culture, systems, and success of a newly established firm, with the security of existing clients and strong internal referral pipelines. The position offers substantial autonomy, creative influence, and the potential for profit sharing or future equity participation as the firm grows.</p><p>If you are ready to take ownership of a fast-growing practice and build something meaningful, we want to hear from you. Please submit your resume and call Brian Upshaw at 813-259-7602, referencing Job Number 01070-0013329772.</p>
