Associate - Accounting Services Job at Oliver, Rainey, & Wojtek (San Angelo)

Senior Client Accounting Services Associate

We are looking for an experienced accounting specialist to support core financia...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong written and verbal communication skills with both clients and internal teams
Basic understanding of GAAP and financial reporting concepts
Familiar with accounting tools (e.g., QuickBooks) and comfortable using Excel, Outlook, and Word
Bachelor’s degree in Accounting, Business, or equivalent experience, with knowledge of bookkeeping and accounting principles
Able to manage multiple priorities, meet deadlines, stay within budget, and maintain strict confidentiality of client information

Job Responsibility

Lead recurring close activities by preparing and reviewing financial data to ensure timely and accurate month-end reporting
Maintain the general ledger by recording accounting activity correctly and verifying that transactions align with established standards
Prepare and post journal entries with appropriate support, ensuring completeness and accuracy across reporting periods
Perform detailed reconciliations for balance sheet accounts and investigate variances to resolve discrepancies promptly
Review bank activity and complete cash reconciliations to confirm that recorded balances match supporting documentation
Analyze financial information for assigned accounts, identify irregularities, and recommend corrective actions when needed
Collaborate with internal stakeholders and client contacts to gather required documentation and clarify accounting issues
Support continuous improvement in accounting processes, including updates tied to operational or system-related changes when applicable

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Client Accounting Services Associate

We are looking for a detail-oriented Client Accounting Services Associate to sup...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Handle day-to-day accounting tasks, including journal entries, AP/AR, cash tracking, and bank reconciliations
follow client/manager notes, complete assigned bookkeeping work, research basic issues, and help prepare financial reports with guidance
Build strong client relationships by delivering responsive, high-quality service
promptly address questions and collaborate effectively with both clients and internal teams
Keep client records well-organized
coordinate with team members to complete projects on time, manage workload within budget, and understand how tasks contribute to overall deliverables
Take initiative in professional growth by pursuing learning opportunities, applying firm policies and accounting standards, and seeking challenging work to build skills
Strong written and verbal communication skills with both clients and internal teams
Basic understanding of GAAP and financial reporting concepts
Familiar with accounting tools (e.g., QuickBooks) and comfortable using Excel, Outlook, and Word

Job Responsibility

Handle day-to-day accounting tasks, including journal entries, AP/AR, cash tracking, and bank reconciliations
follow client/manager notes, complete assigned bookkeeping work, research basic issues, and help prepare financial reports with guidance
Build strong client relationships by delivering responsive, high-quality service
promptly address questions and collaborate effectively with both clients and internal teams
Keep client records well-organized
coordinate with team members to complete projects on time, manage workload within budget, and understand how tasks contribute to overall deliverables
Take initiative in professional growth by pursuing learning opportunities, applying firm policies and accounting standards, and seeking challenging work to build skills

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Associate Director - Accounting and Transaction Advisory Services

Location

United States , New York

Salary:

Not provided

CNM LLP

Expiration Date

Until further notice

Requirements

minimum of 7 years technical accounting experience in Big 4, mid-tier or professional services firms
private industry experience
technical accounting skills (ASC 606, ASC 842, stock comp, business combinations, debt/equity or other topics)
leadership, people development and mentorship skills

Fulltime

Senior Associate / Associate, Risk Advisory Services

Forvis Mazars is a leader in audit, tax and advisory services worldwide, operati...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

Degree holder in Accounting / Finance or related discipline
At least 1-2 years of relevant experiences in professional accounting firms
Member or finalist of professional qualification preferred such as HKICPA / ACCA / CPAA / CIA
Experience working within an internal audit, internal control, operation audit or compliance function as an internal employee or as part of a professional services firm is an advantage
Ability to deliver work within tight timelines, on budget and at a high level of quality
Strong teamwork ability and able to work independently
Fluency in spoken English and Cantonese
Putonghua is a must
Good written presentation skills in both English and Chinese (HKDSE Level 5 or above in Writing, or equivalent)
Logical thinker with good interpersonal and communication skills

Job Responsibility

Assist in design and execute the day-to-day activities of risk management and internal audit review engagements and / or advisory engagements for our listed clients / undergoing IPO application in Hong Kong
Obtain good understanding of business operations, processes and controls
Support the planning of audit activities, including development of audit program, and execution of internal audits
Contribute to proposal development, project scoping, delivery risk management and the initial review of deliverables
Work with client management team to provide insights to client via qualitative and quantitative risk analysis and rating, risk management strategy and relevant internal control objective
Assist in review, analyze, and inspect the implementation of control operations, identify internal control weaknesses and provide value-added recommendations
Assist client listed in Hong Kong to prepare ESG reporting in accordance with ESG Reporting Guide of The Hong Kong Stock Exchange

What we offer

Medical and dental insurance
Life insurance
5-day working week
Discretionary performance bonus
Birthday leave
Marriage leave
Employee activities

Fulltime

Accounting Associate

We are looking for an Accounting Associate with 1-3 years of experience to suppo...

Location

United States , Richmond

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in accounts payable and receivable processes
Proficiency in spreadsheet creation and editing, with strong attention to detail
Familiarity with bank reconciliation procedures
Strong analytical and research skills to resolve financial discrepancies
Exceptional customer service abilities to handle inquiries and complaints
Solid understanding of basic accounting principles and functions
Ability to effectively manage multiple tasks and prioritize work
Excellent communication and organizational skills

Job Responsibility

Process and manage accounts payable and receivable transactions with accuracy
Perform bank reconciliation tasks to ensure financial integrity
Address customer inquiries promptly and professionally, providing resolutions to issues or complaints
Investigate and resolve discrepancies or problems in accounting records
Create, update, and maintain spreadsheets to support financial reporting
Conduct research and analysis to support accounting operations
Collaborate with internal teams to streamline accounting processes and ensure compliance
Serve as a point of contact for financial inquiries, demonstrating strong customer service skills
Assist in leading tasks or projects within the accounting department when needed

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
Free online training

Fulltime

Client Services Associate

Robert Half Finance & Accounting has partnered up with a global investment manag...

Location

United States , Palm Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of relevant industry experience within wealth management or asset management
Working knowledge of financial operations and data management
Demonstrated ability to manage multiple assignments simultaneously in a high-volume, deadline-sensitive setting
Strong attention to detail with effective organizational and follow-up skills
Ability to collaborate successfully with a small team while supporting shared service goals
Professional communication skills, both verbal & written

Job Responsibility

Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule
Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks
Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs
Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries
Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment
Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details
Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations
Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
Free online training

Fulltime

Administrative Assistant/Client Services Associate

Administrative Assistant/Client Services Associate to $75K – Boutique Wealth Man...

Location

United States , Acton

Salary:

70000.00 - 75000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management, investment management, or a similar financial services setting
hands-on experience with CRM, custodial, or financial planning platforms
strong attention to detail and process discipline
the ability to manage multiple priorities in a fast-paced, operational role
clear and professional verbal communication skills
comfort working in a small, team-oriented office environment.

Job Responsibility

Supporting new account openings and ongoing account maintenance across brokerage, advisory, retirement, and trust accounts
preparing and submitting custodial documentation while ensuring compliance and accuracy
coordinating transfers, beneficiary updates, and money movement requests
processing client contributions and distributions and tracking transactions through completion
maintaining accurate client data within CRM and financial planning systems
navigating custodial platforms to execute service requests
responding to client inquiries with professionalism and urgency
preparing administrative materials for client meetings and supporting follow-up implementation.

What we offer

Bonus potential tied to firm performance
401(k) with employer match
free parking.

Fulltime

Office Services Associate

We are looking for an Office Services Associate to support day-to-day administra...

Location

United States , Austin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
At least 1 year of office services or back-office support experience, preferably within a legal, banking, or large corporate setting
Demonstrated customer service skills with the ability to build positive working relationships with clients and colleagues
Strong organizational skills and close attention to detail when managing documents, deadlines, and service requests
Ability to work independently, use sound judgment, and recognize when to escalate concerns appropriately
Comfortable working with sensitive or confidential information while maintaining professionalism and discretion
Ability to perform in a fast-paced team environment and adapt to changing priorities
Must be able to regularly lift and move materials weighing up to 50 lbs

Job Responsibility

Manage daily copy, scanning, mail, and intake requests by following established service procedures and client expectations
Review work requests carefully, confirm instructions are complete, and process assignments in the correct sequence to support timely delivery
Maintain accurate logs and records for office services activity to ensure clear tracking and accountability
Communicate proactively with clients, team members, and leadership regarding priorities, deadlines, or issues that may affect completion times
Resolve basic equipment and production issues, replenish paper and toner, and keep machines ready for ongoing use
Inspect completed work for accuracy and presentation, and help uphold quality standards across individual and team output
Organize competing assignments effectively to meet service-level commitments in a high-volume setting
Handle confidential materials with discretion and follow company and client policies at all times
Support additional front-office or workplace service functions, such as reception, hospitality, or audio/visual assistance, as business needs require

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

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Associate - Accounting Services

Job Description

Job Responsibility

Requirements

What we offer

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