Description We are extending an exciting opportunity for a Staff Accountant in the Tax Consulting industry. The position is based in Palo Alto, California, and will provide an engaging workplace environment.Responsibilities:
Process vendor payments by securing approvals or matching payments with pre-approval documents.
Monitor discount opportunities, verify wire instructions, schedule and prepare checks.
Resolve discrepancies and ensure proper documentation for purchase orders, contracts, invoices, and payments.
Ensure credit is received for outstanding memos; issue stop-payments or amend purchase orders as needed.
Scan payment documents and maintain an organized electronic filing system.
Sort and open mail to separate finance-related documents.
Collect W9 forms from vendors and update the 1099 spreadsheet.
Address vendor inquiries promptly.
Assist in preparing and reconciling monthly expense reports, ensuring proper approvals and coding.
Prepare monthly credit card summary approval report.
Prepare and process monthly inter-company bill backs.
Handle check deposits for various entities.
Assist in preparing monthly/quarterly reports and annual budget templates.
Request and track charitable acknowledgment confirmations.
Use spreadsheets and pivot tables for basic analytics and creating schedules.
Respond to after-hours emails and requests as needed.
Assist with other ad-hoc projects as assigned.
Ensure accurate and timely invoice processing.
Maintain accurate financial records and books.
Protect client confidentiality regarding records and files.
Requirements
Bachelor’s degree in accounting, finance, or related field preferred.
2+ years of accounting experience, ideally in individual accounting, bill pay, small companies, or family office settings.
Strong verbal and written communication abilities.
Ability to multi-task and meet tight deadlines in a fast-paced environment.
Excellent organizational, time management, and customer service skills.
Detail-oriented and a team player.
Family office experience highly preferred.
Comfortable working in a high-volume, fast-paced environment.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
