Sr Private Account Manager Job at Proclinical (London)

Tax Manager and Sr Tax Manager

We are seeking a Tax Manager and Sr Tax Manager to join our client's dynamic tea...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must have a minimum of 1-3+ years of experience in a managerial role within a CA firm or similar industry
Extensive experience with Partnership Tax, Corporate Tax both on the compliance and research and planning side
Proficiency in using Fastax or similar tax software is essential
Proven leadership skills with the ability to manage and guide a team effectively
Excellent communication and interpersonal skills to liaise with clients and team members
Strong analytical and problem-solving abilities for effective tax planning and research
Must have a thorough understanding of tax laws and regulations
A certified public accountant (CPA) or similar detail oriented certification is highly preferred
Must possess strong organizational skills and the ability to manage multiple tasks simultaneously
Proven track record of successfully handling and resolving tax-related issues

Job Responsibility

Review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts
Oversee the planning and scheduling of engagements to ensure quality of work product
Manage teams of senior and staff accountants, providing both formal and informal feedback
Monitor workflow and communicate progress to partners
Develop business with both existing and new clients, maintaining strong client relationships
Advise clients on income tax issues and related tax planning
Maintain proficiency in the taxation of partnerships, limited liability companies, and other similar flow-through entities
Stay knowledgeable about corporate tax issues, including tax provisions
Understand and advise on international tax issues - CFC's and PFIC's, ECI, and FDAP
Have a thorough understanding of both accounting and income tax compliance issues associated with private equity

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Sr. Accountant

We are offering an exciting opportunity for a Sr. Accountant in the Manufacturin...

Location

United States , White Plains

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in public accounting and private industry
CPA preferred
Proficiency in account reconciliation procedures and techniques
Demonstrated expertise in balance sheet reconciliation
Solid experience in conducting bank reconciliations
Familiarity with general ledger management and operations
Proficiency in creating and managing journal entries
Advanced skills in Microsoft Excel for financial data analysis and reporting
Experience in performing month-end close processes effectively and accurately
Working knowledge of NetSuite for accounting and financial management

Job Responsibility

Oversee the process of account reconciliation to ensure financial accuracy
Conduct balance sheet reconciliation to verify account balances
Manage bank reconciliations to validate our financial records
Maintain the general ledger and ensure accurate representation of financial transactions
Prepare journal entries for the proper allocation of revenue and expenses
Utilize Microsoft Excel to manage and analyze financial data
Ensure timely completion of month-end close procedures
Implement and manage financial software such as NetSuite, Oracle, and SAP to streamline accounting processes

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Sr. Accountant

We are offering an exciting opportunity in the real estate industry for a Sr. Ac...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a similar role as a Sr. Accountant
Proficiency in using Yardi Software
Mastery of Microsoft Excel, including its advanced features
Prior experience in Commercial Real Estate
Knowledge and experience in Private Equity Fund
Familiarity and understanding of Fund Accounting
Holders of a CPA Designation will be given preference
Experience with Annual External Audit is a significant asset

Job Responsibility

Carry out the accurate and efficient processing and maintenance of books and records for private equity funds and related entities
Ensure the preparation and presentation of the Funds' quarterly financial statements
Regularly prepare and update investor capital statements, alongside capital call/distribution notices, and waterfall calculations
Collaborate effectively with asset management and third-party property managers for monthly property level financial reporting
Use your skills in Yardi Software and Microsoft Excel to perform tasks efficiently and accurately
Apply your knowledge in Commercial Real Estate, Private Equity Fund, and Fund Accounting to ensure best practices
Leverage your CPA Designation and experience with Annual External Audits to maintain high standards of financial accuracy and compliance

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Sr. Accountant

The role primarily involves managing revenue accounting procedures, ensuring acc...

Location

United States , Rockville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in a similar role as a Sr. Accountant
experience in healthcare and understanding of the US healthcare system
bachelor's or master's degree in accounting
experience in Balance Sheet Reconciliation
experience in conducting Bank Reconciliations
proficiency in Microsoft Excel
experience in handling Month End Close preferred
experience in public accounting audit preferred

Job Responsibility

Oversee the accurate and efficient processing of customer credit applications
maintain precise records of customer credit
handle all aspects of revenue journal entries for month-end closure
manage invoicing and posting procedures
review and reconcile all incoming cash payments from health insurance providers (private and govt)
collaborate with various teams regarding contractual requirements related to health insurance providers (private and govt)
prepare month-end reporting workbooks related to revenue and accounts receivable, including related journal entries and reconciliations
monitor consulting line of business, acting as a liaison between accounting and project managers
assist with external audit requests as needed, including preparation for ongoing support
maintain systems of record with utmost attention to detail

What we offer

Medical
vision
dental
life and disability insurance
eligibility for company 401(k) plan

Fulltime

Sr. Accountant

The Sr. Accountant will serve as the point of contact for several of the company...

Location

United States , Chicago

Salary:

90000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Finance
2+ years of experience in public accounting or the Financial Services industry
Strong verbal and written communication skills
Strong analytical skills and attention to detail
Self-starter with a strong work ethic, results orientation, and ability to manage multiple projects effectively
Strong knowledge of MS Excel and Word required
Working knowledge of Powerpoint
CPA designation a plus

Job Responsibility

Point of contact for several of the company's registered and private funds in United States, Canada, Ireland, and Luxembourg
Work with senior members of the fund administration team
Own relationships with funds’ third-party administrators and key vendors
Preparation, review and understanding impactful issues regarding fund reporting
Key support contact for fund board members
Partner with third-party administrators and external auditors to prepare and issue funds’ financial statements and regulatory filings
Coordinate with teams across the firm in sales, client service, legal, operations, and corporate finance
Construct analyses regarding product development and new initiatives
Assist portfolio management teams with ad hoc portfolio reporting requests or investor related questions
Utilize Advent Geneva portfolio accounting system

What we offer

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

Fulltime

Business Development Manager

Reporting to the Director of sales the Business Development Manager (BDM) will b...

Location

United States , Kingsport

Salary:

Not provided

Biscuits Leclerc Ltd

Expiration Date

Until further notice

Requirements

Bachelor's degree in a relevant field
Have 5-10 years of private label sales experience
Experience and knowledge of complex private label sales process, strategic and conceptual selling, forecasting / planning, project management, negotiation and relationship-building with multiple functions at the client level
Experience calling on and developing Private Label programs
Timely and Focused follow up with customers on outstanding items
Strong English oral and written communication skills
Proficiency in Microsoft Office suite, especially in the creation of presentations and knowledge of SAP is a plus
Experience using Customer Relationship Management Software
Team player and highly organized
Strong strategic thinking and process development skills

Job Responsibility

Develop strong relationships with Key customer contacts at designated accounts
Foster and enrich team relationships with our customer base within assigned area
Manage sales and promotional strategies aligned with company mandates
Target new business opportunities as directed and/or agreed upon with Sr Sales Director
Develop new techniques and plan growth strategies for achieving all the corporate sales objectives
Prepare sales forecasts and strategic planning for these customers
Negotiate and conclude agreements and contracts with these customers
Exercise leadership in managing accounts and their projects under his/her responsibility by improving the degree of client satisfaction in order to generate more revenues
Collaborate in the introduction of new products
Work in close cooperation with existing teams to ensure strong communications and to propose solutions tailored to each situation or customer

What we offer

Earn a competitive salary
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Benefit from a comprehensive benefits program
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Embrace high velocity technology

Fulltime

Sr. Accountant

A multi-billion dollar financial services company located near Sayreville, NJ, i...

Location

United States , Sayreville

Salary:

80000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2+ years experience in private equity accounting, with public accounting experience a plus
Bachelor’s degree in accounting
Ability to operate effectively with limited supervision and are a self-starter
Strong attention to detail
Ability to work well independently and within a team atmosphere
Passed the CPA exam or are actively pursuing

Job Responsibility

Prepare and review quarterly financial statements, investor capital account statements, and supporting workpapers
Reconcile, review, and manage cash balances
Deliver investor communications via our online investor portal
Book and review journal entries
Prepare and send capital call and distribution notices to investors
Own processes beginning to end and manage every aspect of your assigned Funds’ operations
Assist with the annual audit by providing supporting documents to our external auditors
Compile and analyze data to be presented to senior management

What we offer

Paid time off
401k
Dental insurance
Vision insurance
Medical insurance
Life insurance

Fulltime

Non-Trading Market Risk Mgmt Sr. Analyst

The BSM NTMR Senior Analyst will support the production needs in various workstr...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years experience in Financial Services, Treasury, and bank global liquidity investment portfolio
Strong Excel and PowerPoint skills for report building and presentations
Basic knowledge in debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and CCAR for Pensions, ATM/AFS portfolios, etc.
Fundamental understanding of regulatory, compliance, risk management and financial management, and data governance concerns
Intermediate understanding of Bank ALM, Capital, and Liquidity considerations
Basic experience in debt investment securities analytics, measurement, metrics and methodologies
Demonstrated ability to collaboratively solution complex and dynamic processes
Ability to work under pressure in ambiguous environments
Strong oral and written communications skills with ability to synthesize complex concepts
Strong technical problem-solving skills

Job Responsibility

Support analysis in the implementation of BSM’s process by providing key analytical insights across BSM functions with a primary focus on asset allocation, FXRBB, OCI stress testing analytics for (CCAR) and QMMF for pensions and AFS /HTM securities, Commodity/Equity/CSRBB risk
Provide accurate analysis to be used for enhancing BSM’s analytics and methodologies and establishing Citi's first-line NTMR management framework (Policy/Standard/Procedures, models, methodologies, reporting, controls, processes, analytics, data and documentation)
Develop key management review presentations
Oversee the data results and management report metrics for decision processes
Support subject matter experts on the team to aid senior leaders in aligning governance and management framework, procedures and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book
Liaise with businesses, legal entity treasury, CTI and Markets Treasury, and Controllers teams to ensure both an understanding and the ability to manage other non-trading market risks
Support the team and assist Manager with remediation gap efforts in other non-trading market risk (excl IRRBB) as required by Tier 1 regulations and help to remediate regulatory/audit self-identified issues concerning other non-trading market risks in the banking book and achieve target state framework
Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function
Integrates subject matter and industry expertise within a defined area
Contributes to enhancing processes to manage these exposures in a well governed environment

Fulltime

Sr Private Account Manager

Proclinical

Location:
United Kingdom , London

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 22, 2026

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