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Search Masters, Inc. is seeking a Director or Partner to join its Private Client Services practice in Houston, Texas. The role requires overseeing tax engagements and providing strategic tax planning for high-net-worth clients.

Candidates should possess a CPA license and at least 10 years of public accounting experience, demonstrating ability in managing complex tax compliance engagements. Strong leadership skills are essential for mentoring a team of tax professionals.

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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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BDO USA is seeking a Tax Senior Manager for its Private Client & Family Office Services in San Diego, California. In this role, you will lead the PCS-FOS group, providing exceptional client service while managing engagements and developing new business.

The ideal candidate will have over eight years of accounting experience and demonstrated leadership skills. This position offers a competitive salary range of $146,000 - $200,000 based on expertise and location.

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SageSure, located in Jersey City, is hiring an Assistant Vice President of Total Rewards to lead their Total Rewards strategy. This pivotal role involves designing compensation, managing equity programs, and overseeing payroll for a remote workforce across multiple states.

The ideal candidate has over 12 years of total rewards experience, with a strong focus on private equity environments. They will be responsible for ensuring compliance and operational efficiency while partnering with executives to meet organizational goals.

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BDO USA is looking for a Tax Senior Manager to lead the Private Client & Family Office Services group, ensuring exceptional client service and overseeing financial performance. The role demands strong leadership, analytical skills, and significant accounting experience.

Qualified candidates will have at least eight years of general accounting experience and a Bachelor's degree in Accounting or Finance. Compensation varies by location within the United States.

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Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Advanced Personnel Resources, Inc.

Our client, a long-established, stable, and growing company in central NC, has an upcoming need for a Chief Financial Officer. The CFO is responsible for:

1. Providing financial, administrative, and analytic leadership;
2. Leading financial relationships and financings;
3. Ensuring accurate and timely reporting, as well as improving financial and cost information to support business operations and decisions while maximizing corporate value, growth, and profitability;
4. Overseeing internal control, general insurance and risk management, facilities, and compliance, as well as minimizing exposure in these areas.

Requirements:

• BS/BA in accounting/finance required;
• 8-10 years of financial/accounting leadership/management experience in a privately held or family-owned business is strongly preferred;
• Proficiency in financial software (QuickBooks, Sage, or industry-specific systems).

Please attach your resume (MS Word format preferred) to your submission.

All inquiries are highly confidential and go directly to:

Pat Rudy | Manager of Corporate Recruiting

Advanced Personnel Resources | Greensboro NC

W

Seniority level

• Executive

Employment type

• Full-time

Job function

• Finance, Accounting/Auditing, and Management

Industries

• Transportation, Logistics, Supply Chain and Storage, and Executive Offices

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3 days ago Be among the first 25 applicants

Direct message the job poster from The Bolton Group

Helping hiring managers quickly find top Accounting, Finance, and HR talent by streamlining the recruitment process—eliminating endless interviews…

Tax principal opportunity available in Orlando. This firm is growing nationwide and looking to add strong leadership to develop clients and internal teams. They will be the local contact for the firm in their market: diverse client base and strong work-life balance.

About the Role - They are looking for:

• 10+ years of taxation experience in public accounting or industry
• CPA license required;
• Strong client service and communication skills
• Track record of developing new business and leveraging trusted relationships
• Commitment to developing deep and meaningful relationships in the business community
• Passion for coaching others to higher levels of performance
• Enthusiasm for recognizing and rewarding great work by those around you
• Exceptional executive presence and professionalism
• Highly motivated and results-oriented

Salary will be based on candidates background/needs. Base+bonus.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting and Staffing and Recruiting

Referrals increase your chances of interviewing at The Bolton Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Paid maternity leave

Paid paternity leave

Get notified about new Tax Director jobs in Greater Orlando .

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Senior Tax Manager - Flow Throughs (REMOTE)

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $200,000.00/yr

Job details

One of the Top 20 Tax firms in the US, growth opportunity & life balance!

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

A Bit About Us

We are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents!

Why join us?

Do you want to work with some of the nation's best Clients AND enjoy a GREAT work/life balance? We do too!

• Competitive Pay!
• Medical, Dental and Vision Benefits
• Paid Holidays
• Paid Vacation
• Great Company Culture
• Flexible Hours
• Fun Company Activities
• Large net but regional focus = growth opportunity but smaller company-feel

Job Details

Qualifications

• BS/BA in accounting or related field
• CPA preferred
• 4+ years of experience in Public Accounting
• Flow Through experience

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds.

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Job Overview

A law firm seeks an experienced M&A and Private Equity Associate for its New York office. The ideal candidate will have a strong background in private equity and leveraged buyout transactions, with a minimum of four years of relevant experience.

Duties

• Draft and negotiate acquisition agreements.
• Supervise and train junior associates.
• Coordinate with legal specialists on the deal team.

Requirements

• Minimum of four years of experience in M&A and private equity.
• Experience with leveraged buyout transactions.
• Admitted to practice law in New York.

Education

Juris Doctor (JD) degree.

Certifications

Licensed to practice law in New York.

Skills

• Strong drafting and negotiation skills.
• Ability to supervise and mentor junior team members.
• Excellent coordination and communication abilities.

Benefits

• Comprehensive benefits program.
• Bonus eligibility.

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Investor Relations @ Global Alternatives Firm

This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $200,000.00/yr

Coda Search is partnering with a highly reputable asset management firm with offices located in NYC. This is a dynamic firm that is seeking to hire an Associate for its alternatives team where they will support two fundraisers and play a critical role in supporting capital raising efforts, investor relations and reporting. The role is diverse in nature and who work closely within the institutional channel across several of its alternative products including private equity, real assets and private credit.

Key Responsibilities:

• Support senior team members in executing fundraising initiatives across several of its alternative funds
• Assist in developing marketing materials, pitch decks, and investor presentations.
• Conduct market research and competitive analysis to identify new investor opportunities.
• Maintain and update investor databases, tracking engagement and investor activity
• Coordinate and prepare for investor meetings, roadshows, and conferences.
• Analyze fund performance and key investment metrics to support investor discussions.
• Assist with the preparation of investor conferences and meetings

Qualifications & Experience:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2+ years of experience in client service/IR – background in alternatives required
• Strong understanding of alternative investments
• Excellent verbal and written communication abilities, with experience preparing investor materials.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Business Development and Finance

Industries

Investment Management and Venture Capital and Private Equity Principals

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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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A prominent investment bank in Florida is seeking an experienced Investment Banking Vice President to join their growing team. This role offers the opportunity to work with top-tier bankers and gain extensive M&A experience in a high-demand healthcare sector. Responsibilities include leading M&A execution, preparing presentations, and maintaining client relations. The ideal candidate is expected to have over 5 years of Investment Banking experience, preferably in healthcare, with a solid educational background and strong M&A track record.
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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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Global Head of Financial Planning & Analysis

Cognex is the world’s leading provider of vision systems, software, sensors, and industrial barcode readers used in manufacturing automation. Cognex vision helps companies improve product quality, eliminate production errors, lower manufacturing costs, and exceed consumer expectations for high quality products at an affordable price. Typical applications for machine vision include detecting defects, monitoring production lines, guiding assembly robots, and tracking, sorting and identifying parts.

Cognex serves an international customer base from offices located throughout the Americas, Europe, and Asia, and through a global network of integration and distribution partners. The company is headquartered close to Boston in Natick, Massachusetts, USA.

Role:

As a key person in the finance leadership team, reporting to the CFO, the mission of this role is to support the organization as a collaborative business partner and act as a critical thought partner to the CFO on both strategic and tactical financial decision-making. If you are an energetic finance leader who is ready to jump into a fast-paced technology company, this is the role you are looking for.

Key responsibilities:

• Develop a high-performing FP&A team that meets increasing needs and requirements across the business that helps drive the overall organization forward.
• Provide financial transparency and recommendations to strategically enhance financial performance and provide the executive leadership team with advice on business decisions.
• Lead annual budgeting and long-range strategic planning process and models, oversee and be the owner of corporate financial forecasting.
• Champion cost optimization for products and indirect expenses and establish a highly efficient R&D controlling.
• Support investment decisions such as M&A by building financial business cases and supporting financial due diligence.
• Collaborate with the Corporate Controller, Tax, Investor Relations and the Treasury function on all accounting, tax, and treasury aspects and with the Sales FP&A team on all commercial finance topics.

Requirements:

• Proven business acumen and strategic insight into enterprise value creation. High level of energy and demonstrated success in maturing FP&A organizations.
• Strong executive presence and track record of being a trusted advisor to the executive team. Must work well, both leading and contributing, in a team environment.
• The ideal candidate should have a minimum of 15 years of relevant experience, including at least 5 years in a senior leadership position. This experience should encompass near-term and long-range financial planning and reporting at either the corporate or business unit level in an international business.
• Bachelor’s Degree required, preferably in accounting or finance, MBA is a benefit.

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance
• Industries: Automation Machinery Manufacturing

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Job Overview

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members, and managing the financial performance of the client portfolio.

Key Responsibilities

• Manage the full lifecycle of engagements, providing technical expertise in finance and accounting.
• Understand client technology packages and recommend optimal usage.
• Facilitate discovery meetings, map client structures and propose solutions.
• Design and deliver integrated solutions, including cost analysis and pricing.
• Formulate recommendations on technical accounting, financial policy, and financial management.
• Review and update solutions with clients, maintaining long‑term value.
• Assertively manage conflict and negotiate agreements.
• Support clients through change management and political navigation.
• Conduct tax planning analyses and refer matters to Core Tax or Specialty Tax Services.
• Support business development: build sales pipeline, refine proposals, evaluate risk, and develop statements of work.
• Develop industry expertise and cross‑sell opportunities.
• Foster a culture of change and accountability; coach staff on analytics, forecasting, and professional development.
• Create project plans, estimate budgets, manage P&L, bill timely, and monitor KPIs.
• Travel up to 25% of the time.

Qualifications

• Minimum of eight (8) years of general accounting experience with a Bachelor's degree in Accounting or Finance, or ten (10) years without a degree but with supervisory experience.
• At least four (4) years of supervisory experience.
• Consultative or business advisory experience, and experience with outsourced/delivery center operations preferred.
• CPA certification preferred.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and industry accounting software (QBO, Microsoft NAV, Bill.com). Experience with ESI Archway, Qvinchi, and accounting research tools preferred.

Skills & Abilities

• Excellent verbal and written communication, presentation, and negotiation skills.
• In-depth knowledge of finance and accounting functions, tax planning, and industry best practices.
• Strong analytical, research, and problem‑solving abilities.
• Ability to lead teams, manage multiple projects, and drive quality and client satisfaction.
• Self‑directed, able to navigate ambiguity, and travel up to 25% of the time.

Compensation

California: $146,000 - $200,000

Colorado: $120,000 - $185,000

Maryland: $150,000 - $180,000

Massachusetts: $150,000 - $206,000

New Jersey: $155,000 - $200,000

NYC/Long Island/Westchester: $180,000 - $225,000

Washington: $150,000 - $200,000

Washington DC: $162,000 - $190,000

Equal Opportunity Employment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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A financial services firm in San Diego is seeking a Lead Analyst to drive financial modeling and deal execution. The ideal candidate will have 3-5 years of experience in commercial real estate and advanced Excel proficiency. This position demands a detail-oriented individual who can manage multiple deals under tight deadlines and support senior team members effectively. Competitive compensation includes a base salary plus commission and offers healthcare and PTO benefits.
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Location Address

1100 Central Avenue SE Albuquerque, NM

Summary

Presbyterian Healthcare Services (PHS) seeks a distinguished financial executive to serve as the Executive Director‑CFO for Presbyterian Hospital and Kaseman Hospital. This is a high‑impact leadership role within the hospital executive team, providing strategic financial oversight for a combined footprint of approximately 600 beds and $834M in annual operating revenue. Reporting to the PDS Chief Financial Officer, this executive serves as a critical partner in navigating the complexities of a highly matrixed healthcare organization. The role demands a leader who can balance the technical integrity of financial reporting with the strategic influence required to drive operational efficiency and clinical partnership.

Work Arrangement

In‑Office: This position is based at the Reverend Hugh Cooper Administrative Center and Presbyterian Hospital, requiring a consistent onsite presence to partner with clinical and executive leaders.

Job Description

Strategic Financial Leadership

• Assist in all hospital financial strategies and execution, including budgeting, financial planning, reporting, and forecasting.
• Provide actionable financial insights to inform operational decisions, capital planning, and long‑range strategic initiatives.
• Responsible for the financial outcomes and interpretation of results to hospital executives and the PDS CFO.

Operational Oversight & Productivity

• Monitor revenue, expenses, labor utilization, and productivity to ensure performance aligns with budget and organizational targets.
• Drive initiatives that enhance operational efficiency and optimize performance across strategic service lines.
• Work closely with operations to meet labor and productivity management benchmarks.

Budgeting & Capital Planning

• Manage the assembly of annual volume assumptions and maintain full accountability for hospital operating and capital budgeting.
• Partner with Corporate Business Development on accurate proforma development for capital and strategic business plans.

Reporting & Compliance

• Manage the presentation of monthly, quarterly, and annual financial statements and variance analyses, prioritizing accuracy, and integrity.
• Maintain robust internal controls to manage financial risk and safeguard hospital assets.
• Ensure strict compliance with federal, state, and local laws and regulatory requirements.

Leadership & Collaboration

• Lead, mentor, and develop a high‑performing finance team focused on accuracy, collaboration, and organizational impact.
• Partner with Corporate Finance and Revenue Cycle teams on hospital-wide initiatives.

Additional Job Description

Education/Certification

• Bachelor's degree in Business Administration, Accounting, Finance, or a related field is required.
• Master's degree (MHA or MBA) is highly preferred.
• CPA, HFMA, or related professional certification is preferred.

Knowledge and Work Experience

• Minimum of 10 to 15 years of healthcare accounting experience.
• At least 5 years of progressive experience in hospital finance operations in leadership positions.
• Experience supporting a hospital with at least 600 beds is preferred.
• Broad understanding of various healthcare reimbursement methodologies and GAAP.

Skills and Abilities

• Analytical Excellence: Strong financial modeling skills and the ability to interpret facts and figures to make sound judgments.
• Influential Communication: Ability to effectively communicate financial concepts to non-financial leaders and physician executives.
• Diplomacy: Tactful and diplomatic negotiator with the ability to manage complex work plans and meet deadlines.

Benefits

• Competitive salaries
• Full medical, dental and vision insurance
• Flexible spending accounts (FSAs)
• Free wellness programs
• Paid time off (PTO)
• Retirement plans, including matching employer contributions
• Continuing education and career development opportunities
• Life insurance and short/long term disability programs

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.

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SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Accurate and timely billing and collection processes are made.
• Prepares other reports and projects as requested from time to time by the partners.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.

Qualifications

• Demonstrated knowledge of current tax laws.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.
• Seven to ten years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• At least two (2) years' experience representing clients before taxing authorities.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, master’s degree in taxation preferred.
• Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
• A current and valid certified public accountant’s license is required.
• Must be a member in good standing with the American Institute of CPAs.

$184,000 - $214,000 a year

SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

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Join J.P. Morgan Private Bank, a leader in global wealth management, where we deliver unparalleled advice and services to the world’s most affluent individuals and families across 36 countries. We are involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. Here, you’ll have the opportunity to make a real impact and drive innovation in a dynamic, fast‑paced environment.

As a Private Banker in our Wealth Management business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.

Key Responsibilities

• Build and deepen long‑term client relationships by leveraging professional networks and delivering distinctive client experience across all facets of wealth management.
• Collaborate closely with investment specialists and internal partners to design, execute, and deliver tailored investment and wealth solutions align to each client’s objectives and risk appetite.
• Served as a trusted strategic advisor, provide insightful market insights, portfolio updates, and investment opportunities across asset classes, while proactively identify new business opportunities for clients.
• Ensure seamless client lifecycle management including client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Uphold a strong risk and control culture, collaborate with cross‑functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Drive commercial growth by expanding the client base through networking, cross‑selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills

• Bachelor degree or its equivalent with 7+ years of wealth management and client advisory experience ideally with Hong Kong market exposure.
• Exceptional client and stakeholder management skills with strong executive presence; outstanding written and oral communication who can positively engage and influence clients as well as internal stakeholders.
• Excellent organizational discipline and prioritization, ability to operate with a high level of integrity and risk awareness.
• Collaborative team player and able to work with different business functions across the bank and engaging with senior leadership.

Preferred Qualifications & Skills

• Experience in a wealth management firm is strongly preferred, with direct responsibility for client relationship management in a similar capacity covering investment advisory and client relationship management.
• Comprehensive understanding and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
• Proficiency in Cantonese/Mandarin is a plus.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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PEPL is seeking a Chief Financial Officer (CFO) to join our executive leadership team in Atlanta, Georgia. This role involves leading financial strategy and ensuring data-driven decision-making across the organization. The ideal candidate will have 5-10 years of experience in financial leadership, preferably in healthcare, and a focus on building partnerships with clinical and operational leaders. Key responsibilities include modernizing financial reporting and providing actionable insights to enhance performance and transparency.
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