client advisory services leader

MM Management Consultant

<div>
 
 Please find the description below.
 
 
 
 Job Title:
 
 Partner / Senior Director &ndash; Internal Audit
 
 
 
 Location:
 
 Bahrain
 
 
 
 Salary:
 
 1200 BHD + Attractive Commission
 
 
 
 Industry Preference:
 
 Big 4 / Consulting Firms
 
 
 Job Summary:
 
 
 We are seeking an experienced and commercially driven
 
 Partner / Senior Director &ndash; Internal Audit
 
 to establish and lead a new Internal Audit division in Bahrain. The ideal candidate should come from a
 
 Big 4 or leading consulting background
 
 , with strong expertise in
 
 internal audit, risk management, governance, and business development
 
 .
 
 
 This role requires a strategic leader who can build the division from the ground up, acquire new clients, grow revenue, and deliver high-quality advisory services.
 
 
 Key Responsibilities:
 
 <ul>
 <li>
 Lead the setup and expansion of the Internal Audit division in Bahrain.
 </li>
 <li>
 Develop business strategies to acquire new clients and grow market presence.
 </li>
 <li>
 Drive revenue generation through client acquisition and cross-selling services.
 </li>
 <li>
 Provide strategic advisory services in Internal Audit, Risk Management, Governance, and Compliance.
 </li>
 <li>
 Build and maintain strong relationships with key clients, stakeholders, and regulators.
 </li>
 <li>
 Lead and mentor a high-performing audit and advisory team.
 </li>
 <li>
 Oversee execution of internal audit engagements ensuring quality and compliance with professional standards.
 </li>
 <li>
 Identify market opportunities and introduce new service offerings.
 </li>
 <li>
 Prepare proposals, presentations, and participate in business pitches.
 </li>
 </ul>
 
 Requirements:
 
 <ul>
 <li>
 Proven experience at
 
 Partner / Senior Director / Director level
 
 in Internal Audit or Risk Advisory.
 </li>
 <li>
 Prior experience with
 
 Big 4 firms (PwC, Deloitte, EY, KPMG)
 
 preferred.
 </li>
 <li>
 Strong expertise in
 
 Internal Audit, Enterprise Risk Management, Controls, Governance, Compliance
 
 .
 </li>
 <li>
 Demonstrated track record in
 
 business development and revenue generation
 
 .
 </li>
 <li>
 Strong leadership and team-building capabilities.
 </li>
 <li>
 Excellent client management and communication skills.
 </li>
 <li>
 Experience in GCC market is highly preferred.
 </li>
 <li>
 Professional qualifications such as
 
 CIA, CA, ACCA, CPA, CISA, MBA
 
 are an advantage.
 </li>
 </ul>
 
 Compensation &amp; Benefits:
 
 <ul>
 <li>
 Fixed Salary:
 
 1200 BHD per month
 
 </li>
 <li>
 Attractive
 
 Commission / Incentive structure
 
 based on business generated
 </li>
 <li>
 Opportunity to lead and build a new business division
 </li>
 <li>
 Career growth in a strategic leadership role
 </li>
 </ul>
 
 
 If interested, send your updated resume to komal@m3consultant.net OR wtsp: +917841079422
 
 
 
 
</div>

Partner / Senior Director – Internal Audit JIS131056

Breakwater Accounting + Advisory

<div><h5 class="jobSectionHeader">Controller-level | Team leadership | Client onboarding ownership</h5>
<h5 class="jobSectionHeader">$85,000 &ndash; $120,000 annually | Remote | Full-time W2</h5>
<h3 class="jobSectionHeader">About the Role</h3>

Breakwater Accounting &amp; Advisory is hiring a Client Onboarding Controller, key role on our onboarding Client Solutions team and is responsible for managing the new client experience coming into Breakwater.

This is not a passive project management role. It's a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success.

You'll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers.
<h3 class="jobSectionHeader">
What You'll Own</h3>
<ul><li>Lead the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team</li>
<li>Serve as the primary client contact, building trust through clear communication and strong financial guidance</li>
<li>Ensures quality and consistency of client work from day one</li>
<li>Coordinate across AP, AR, Payroll, and Accounting to ensure all services are aligned and delivered seamlessly</li>
<li>Build, refine, and scale onboarding processes to improve speed, quality, and client experience</li>
<li>Lead, coach, and develop a team; driving accountability, growth, and high standards</li>
</ul><h3 class="jobSectionHeader">Who You Are</h3>
<ul><li>5+ years of accounting or bookkeeping experience (CPA firm or outsourced environment preferred)</li>
<li>Bachelor's degree (or higher) in Accounting</li>
<li>Strong controller-level skills, including financial review and issuing statements. Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics.</li>
<li>Excellent at client and internal communication and staying ahead of needs</li>
<li>Experienced managing multiple clients and priorities simultaneously and driving them to completion</li>
<li>Proven people leader who can develop talent and hold a high bar</li>
<li>Goal-oriented, process-oriented and detail-driven, without losing sight of the bigger picture</li>
<li>Tech-savvy, with strong, recent QuickBooks Online experience</li>
<li>Bonus points for:
<ul><li>Experience with onboarding or project management in an outsourced accounting or professional services setting.</li>
<li>Exposure to audit processes or internal control design.</li>
</ul></li></ul><h3 class="jobSectionHeader">Why Breakwater</h3>

Be part of a fast-growing, innovative accounting firm with a strong reputation and national reach.
<ul>
<li>Advisory-first work &ndash; your value is in your thinking, not just your output</li>
<li>Real impact &ndash; Shape the onboarding experience for clients and help define scalable processes for the future.</li>
<li>Flexibility &ndash; remote work with autonomy over your non-meeting time</li>
<li>Supportive team &ndash; collaborative, low-ego environment that shares ideas and solutions</li>
<li>People-first culture &ndash; we care about our team and our clients as people</li>
<li>Modern, tech-forward approach &ndash; always improving how we work</li>
<li>Generous time off &ndash; five weeks PTO + holidays</li>
<li>Benefits + 401(k) match</li>
</ul><h3 class="jobSectionHeader">About Breakwater</h3>

Breakwater Accounting &amp; Advisory provides outsourced accounting services to small businesses and nonprofits across the U.S. We are a woman-led company, a four-time Top Workplace (Delaware News Journal), and an Inc. 5000 fastest-growing company.

We believe in great people first, technology-forward thinking second - with just the right combination. 


Breakwater Accounting + Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</div>

Controller & Project Manager

JPMorganChase

<div>JOB DESCRIPTION<div> 
</div><div>Leverage your developing treasury and payments expertise to help reshape how clients experience our products and elevate every client interaction.
</div><div></div><div>As an Associate in the Global Advisory team within J.P.Morgan Payments, you will support client-facing coverage teams by providing Treasury and Finance insights, helping to prepare analyses, materials, and coordination needed to advise and solution for large and strategic clients across industries in North America. You will partner closely with Advisory, Sales, Product, and Marketing to improve client engagement, support pipeline growth, and scale best practices across the region.</div><h3 class="jobSectionHeader">
Job responsibilities</h3><ul><li>
Support Global industry and client-facing teams in developing and delivering treasury best practices, industry trends, benchmarking, and compelling market analysis aligned with client priorities</li><li>
Assist in solutioning by leveraging J.P.Morgan product offerings (cash management, liquidity, FX, merchant acquiring, trade and working capital solutions) to support client proposals and engagement plans</li><li>
Prepare for and contribute to treasury whiteboarding sessions (e.g., current-state discovery, operating model mapping, opportunity sizing), documenting insights and recommended next steps</li><li>
Research and synthesize industry trends and client ecosystem dynamics (including evolving business operating models) to help define/refine payments &amp; treasury solution strategy and engagement approach</li><li>
Coordinate with local partners across Advisory, Product, Marketing, Legal/Compliance and Sales to ensure alignment on client needs, solution positioning, and market intelligence; facilitate regular touchpoints and feedback loops</li><li>
Collaborate with sales coverage to tailor centrally-produced materials to client priorities and competitive dynamics; ensure final content is appropriately messaged, controlled, and archived per team process</li><li>
Manage scorecard and deal tracking follow-ups: ensure Advisory is included in key commercial reporting and track action items to drive accountability and momentum</li><li>
Support, organize and execute client-facing events (roundtables, webinars, workshops) to drive engagement and showcase J.P.Morgan thought leadership</li><li>
Support systematic reviews by gathering feedback, analyzing outcomes, and translating findings into actionable insights to improve future sales motions</li><li>
Assist with delivering enablement sessions and workshops to upskill sales/coverage teams on Advisory materials, industry insights, and best practices
</li><li>Manage risk with compliance, and adherence to relevant policies and procedures in all client activities and materials</li></ul><h3 class="jobSectionHeader">
Required qualifications, capabilities, and skills</h3><ul><li>
Experience in payments, treasury, finance, consulting, or a related corporate function; demonstrated interest in treasury transformation and client problem-solving
</li><li>Ability to learn and apply concepts relevant to treasury (cash/liquidity, trade/working capital, cross-border payments, merchant acquiring, pay-ins/pay-outs, FX, channels)</li><li>
Strong analytical and research skills, with the ability to structure ambiguity and translate findings into clear client-ready outputs</li><li>
Strong project management, organization, and follow-through; comfort operating across multiple stakeholders and deadlines</li><li>
Excellent verbal and written communication skills; strong collaboration and relationship-building across teams and geographies</li><li>
Client-centric mindset, strong business acumen, and a high attention to detail</li><li>
Demonstrated integrity and sound judgment with a focus on risk and controls</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Working knowledge of the payments landscape and banking infrastructure; familiarity with corporate treasury technology platforms (e.g., TMS, ERPs), data visualization tools and emerging payment rails
</li></ul>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Global Payments Advisory Associate

Bowers Accountants & Advisors

<div>Company Overview: Bowers Accountants &amp; Advisors stands as a renowned firm in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA&rsquo;s G400, encompassing the Top 300 Firms nationally, we maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. Whether traditional Tax and Audit and Assurance, Client Accounting &amp; Advisory Services, Business Valuation, Accounting/Bookkeeping, Forensic Accounting, or Financial Planning Services, our approach is to master an in-depth knowledge of our clients with innovative analysis and recommendations to build and maintain net growth.
Job Summary:
The Senior Administrative Specialist is the senior on-site administrative leader for a professional services office of approximately 30 employees. This role is responsible for ensuring smooth daily operations, maintaining administrative standards, and supporting a professional, efficient, and well-organized office environment. The Senior Administrator will be the primary on&ndash;site administrative contact between the local office and the Firm Administrator to whom this position reports.
In this job, you will be a hands-on contributor and leader, directly performing administrative tasks while supervising the local in&ndash;office administrative team. The Senior Administrative Specialist serves as the primary liaison between the local office and the Firm Administrator located in another office.
Success in this role requires professional leadership skills, balancing execution, delegation, and aligning local needs with firm-wide policies and expectations administered and directed by the Firm Administrator. This position may require extended hours during peak periods.
Position Responsibilities
<ul><li>Supervise Admin staff training, and new staff onboarding
</li><li>Support Admin team members, providing clear expectations, guidance, and regular feedback.
</li><li>Ensure compliance with firm policies related to records management, confidentiality, and administrative standards.</li>
<li>Assist in processing tax returns, financial statements, and other correspondence</li>
<li>Assist in troubleshooting tax return rejections</li>
<li>Finalize client financial statements</li>
<li>Coordinate scanning and autoflow tax documents
</li><li>Assist in scanning and binding documents</li>
<li>Assist the Firm Administrator in task delegation to the local Admin Team</li>
<li>Handle time-sensitive and confidential matters with professionalism, discretion, and sound judgment.</li>
<li>Provide front-line administrative coverage as needed to ensure continuity of operations and service quality.</li>
<li>Delegate work effectively while maintaining accountability, quality, accuracy, and timeliness</li>
<li>Support cross-training and workload balancing to ensure consistent service and coverage to our Partners and Clients</li>
<li>Other administrative duties as assigned, such as scheduling meetings, coordinating catering orders, engagement logistics, and client-facing administrative needs, etc.</li>
<li>Manage office building maintenance along with office logistics for client meetings and events
</li></ul>Position Qualifications
<ul><li>5&ndash;7 years of progressive administrative experience, preferably in a professional services or accounting firm environment.</li>
<li>College degree preferred or professional equivalent experience</li>
<li>Prior experience performing hands-on administrative work while leading or supervising others.</li>
<li>Demonstrated ability to manage competing priorities and balance execution with leadership responsibilities.</li>
<li>Strong organizational, problem-solving, and interpersonal skills.</li>
<li>Excellent written and verbal communication skills.</li>
<li>Proven ability to work independently while coordinating with remote leadership.</li>
<li>Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with document management systems is a plus.</li>
<li>High degree of professionalism, discretion, and attention to detail.</li>
<li>Continuous improvement mindset</li>
<li>Ongoing collaboration with firm leadership and administrative teams across locations.</li>
</ul>
Salary $25-30/Hour
Excellent Benefits: We offer tremendous growth and development opportunities, flexible work schedules, and a comprehensive compensation and benefits package to include Health, Dental, Vision, Life, Long-Term Disability, 401K, Paid Time Off, Volunteer Time Off, Work-Life Balance Culture, and More!
EOE</div>

Senior Administrative Specialist

Kroll Inc.

<div>Director, Tax Transaction Advisory Services. Location - Saudi Arabia
As specialists in the investment management sector, our Transaction Tax Advisory team has a broad range of experience tackling complex tax issues that span jurisdictions and tax codes. We offer a broad range of transaction tax advisory services that evolve as client needs develop. We provide expert tax advice to our clients, working collaboratively with legal counsel and local specialists where required.
We offer you the opportunity to advance your business development skills as well as manage your own portfolio of clients seeking advice, within a work environment that offers variety and is challenging and rewarding. This is a technical, client facing role with the potential to hone a specialist field of technical knowledge and expertise is available.
Day to day responsibilities :
<ul><li>Have technical and commercial oversight on tax matters within tax and Zakat due diligence projects for buy-side and sell-side transaction projects in Saudi Arabia and the wider MENA region
</li><li>Advise on pre-acquisition and post-acquisition tax structuring and other deal related matters e.g. tax input into legal documents and financial models
</li><li>Provide a range of inbound and outbound tax and Zakat advisory services, helping multinational companies and investors align their tax and Zakat strategies to their business
</li><li>Provide international and domestic tax / Zakat structuring and planning for clients in Saudi Arabia and the wider MENA region
</li><li>Oversee advice on international tax issues including earnings repatriation, tax credit planning, cross-border mergers, financing, intangibles planning and worldwide tax management strategies
</li><li>Act as a primary senior point of contact within the practice for clients in Saudi Arabia, responding to queries, anticipating requests, and maintaining regular contact with clients
</li><li>Undertake highly technical tax and Zakat advisory projects with managing director support and guidance
</li><li>Be responsible for coaching, mentoring and counselling junior staff
</li><li>Develop a professional network proactively seeking and identifying new business opportunities that drives workflow to the group
</li><li>Work as part of a collaborative team adding to the team spirit
</li></ul>Essential Traits :
<ul><li>Successfully completed an economics degree with a focus on accounting, auditing and/or taxes (or equivalent)
</li><li>9+ years&rsquo; of tax / transactions experience, including recent experience in Saudi Arabia and the wider MENA region
</li><li>Good understanding of the structure of, private equity and sovereign wealth funds. Ideally has advised funds, corporates or government entities on all matters across the investment lifecycle
</li><li>Awareness of other relevant taxes within the MENA region e.g. VAT, RETT, Customs, Social Security etc.
</li><li>Knowledge of the international tax environment and recent developments within the wider MENA region
</li><li>Proven expertise in tax and zakat matters and project oversight and management skills
</li><li>A strong work ethic and focus on personal excellence
</li><li>Ability to provide leadership and direction to team members
</li><li>Must be able to work productively in a high pressure environment and meet deadlines
</li><li>Excellent written and verbal communication skills including the ability to communicate complex tax issues with non-tax persons (e.g. deal teams, legal counsel)
</li><li>Must be able to manage several simultaneous work streams and projects. 
</li></ul><div></div><div>About Kroll 
</div><div></div><div>Join the global leader in risk and financial advisory solutions&mdash;Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients&rsquo; value? Your journey begins with Kroll. 
</div><div></div><div>Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. 
</div><div></div><div>In order to be considered for a position, you must formally apply via careers.kroll.com . 
</div><div></div><div>#LI-LP1
</div><div>#LI-Hybrid</div></div>

Director, Tax Transaction Advisory Services

Baker Tilly Canada

<div><h1 class="jobSectionHeader">Overview</h1>
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world&rsquo;s leading financial centers &ndash; New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (&quot;search firm&quot;) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.<h1 class="jobSectionHeader">
Job Description:</h1> 
At Baker Tilly, we champion authenticity. For us, that means fostering a culture of talented people who care&mdash;about you, about our clients, and about our communities. Here, you&rsquo;ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm&rsquo;s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you&rsquo;ll have fun while solving complex and interesting business challenges.
We are currently seeking an A/P Staff to join our Family Office Team . This position is a part of a fast-paced team focused on creating a seamless client experience. The ideal candidate is self-motivated, proactive and results focused. The Family Office is a sub department of our Outsourced Finance and Accounting (OFA) practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals.
The Family Office A/P Staff works with high-net-worth families to satisfy daily financial needs. This position is responsible for payments and controls expenses by receiving, processing, verifying and reconciling invoices. This position will also be required to book journal entries and prepare reports. 
Individuals who thrive at Baker Tilly exhibit the following success skills &ndash; Collaboration, Critical Thinking, Emotional Intelligence, Professional Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:<div><ul><li>
Processes a high volume of incoming client invoices with precision, recommending optimal billing actions to achieve targeted financial outcomes while facilitating seamless information flow across vendors and systems for accurate tracking.</li></ul></div><ul><li>
Oversees vendor management by preparing client payments, investigating and resolving variance issues, balancing daily transactions meticulously, anticipating escalated discrepancies, and reconciling monthly statements to ensure financial accuracy</li><li>
Delivers proactive, direct support to high-profile clients by resolving inquiries, addressing concerns, and clearly communicating complex industry terminology, practices, and procedures</li><li>
Monitors account cash balances and maintains comprehensive</li><li>
Executes invoice approvals independently and with accuracy on a weekly schedule, while coordinating medical insurance claims to ensure timely processing</li><li>
Leads the development and maintenance of Standard Operating Procedure (SOP) documentation for the team, integrating firmwide operational processes, procedures, and internal guidelines, and leveraging technology and knowledge resources to enhance and streamline content</li><li>
Facilitates systems and process training for new hires and delivers ongoing training on updated procedures to team members as required</li><li>
Evaluates financial statements to identify vendors requiring 1099 forms and processes these tax documents in compliance with regulatory standards</li><li>
Administers historical record management by accurately filing, analyzing document content, and applying comprehensive knowledge of client files to ensure proper organization and secure storage</li><li>
Safeguards client information and assets by upholding stringent confidentiality protocols and protecting sensitive data at all times</li></ul>
Qualifications:<ul><li>
HS Diploma or GED and 2 years of related experience required</li><li>
Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) with a demonstrated aptitude for quickly mastering proprietary internal systems and software applications</li><li>
Prior experience utilizing Bill.com and QuickBooks is highly desirable</li><li>
Exceptional attention to detail combined with strong prioritization and project management capabilities, enabling the successful coordination and execution of multiple concurrent projects while consistently delivering high-quality results</li><li>
Proven ability to work autonomously as well as collaboratively across diverse functions, departments, and organizational levels within a dynamic, fast-paced environment</li><li>
Outstanding organizational, problem-solving, and communication skills, with a track record of contributing effectively within highly collaborative team settings</li><li>
Strong critical thinking and analytical abilities, supported by a demonstrated capacity to identify issues, evaluate options, and implement effective solutions</li><li>
Excellent verbal and written communication skills, tailored to engage and influence audiences at varying levels of the organization</li><li>
Committed to maintaining the highest standards of confidentiality, exercising sound judgment and discretion when handling sensitive information</li><li>
Ability to travel as needed</li></ul>
The compensation range for this role is $18.96/hr to $31.50/hr. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualification and geographic location.</div>

Accounts Payable Specialist-Family Office

Crete Professionals Alliance

<div>Company Overview: Bowers Accountants &amp; Advisors stands as a renowned firm in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA&rsquo;s G400, encompassing the Top 300 Firms nationally, we maintain a robust reputation grounded in integrity, professionalism, and unparalleled expertise. Whether traditional Tax and Audit and Assurance, Client Accounting &amp; Advisory Services, Business Valuation, Accounting/Bookkeeping, Forensic Accounting, or Financial Planning Services, our approach is to master an in-depth knowledge of our clients with innovative analysis and recommendations to build and maintain net growth.
Job Summary:
The Senior Administrative Specialist is the senior on-site administrative leader for a professional services office of approximately 30 employees. This role is responsible for ensuring smooth daily operations, maintaining administrative standards, and supporting a professional, efficient, and well-organized office environment. The Senior Administrator will be the primary on&ndash;site administrative contact between the local office and the Firm Administrator to whom this position reports.
In this job, you will be a hands-on contributor and leader, directly performing administrative tasks while supervising the local in&ndash;office administrative team. The Senior Administrative Specialist serves as the primary liaison between the local office and the Firm Administrator located in another office.
Success in this role requires professional leadership skills, balancing execution, delegation, and aligning local needs with firm-wide policies and expectations administered and directed by the Firm Administrator. This position may require extended hours during peak periods.
Position Responsibilities<ul><li>
Supervise, assist with Admin staff training, and onboard new staff.</li><li>
Support two administrative team members, providing clear expectations, guidance, and regular feedback.</li><li>
Ensure compliance with firm policies related to records management, confidentiality, and administrative standards.</li><li>
Assist in processing tax returns, financial statements, and other correspondence</li><li>
Assist in troubleshooting tax return rejections</li><li>
Finalize Financial Statements</li><li>
Scan and autoflow tax documents when needed</li><li>
Assist in scanning and binding documents</li><li>
Assist the Firm Administrator in task delegation to the local Admin Team</li><li>
Handle time-sensitive and confidential matters with professionalism, discretion, and sound judgment.</li><li>
Provide front-line administrative coverage as needed to ensure continuity of operations and service quality.</li><li>
Delegate work effectively while maintaining accountability, quality, accuracy, and timeliness</li><li>
Support cross-training and workload balancing to ensure consistent service and coverage to our Partners and Clients</li><li>
Other administrative duties as assigned, such as scheduling meetings, coordinating catering orders, engagement logistics, and client-facing administrative needs, etc.</li><li>
Manage office building maintenance along with office logistics for client meetings and events</li></ul>
Position Qualifications<ul><li>
5&ndash;7 years of progressive administrative experience, preferably in a professional services or accounting firm environment.</li><li>
College degree preferred or professional equivalent experience</li><li>
Prior experience performing hands-on administrative work while leading or supervising others.</li><li>
Demonstrated ability to manage competing priorities and balance execution with leadership responsibilities.</li><li>
Strong organizational, problem-solving, and interpersonal skills.</li><li>
Excellent written and verbal communication skills.</li><li>
Proven ability to work independently while coordinating with remote leadership.</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with document management systems is a plus.</li><li>
High degree of professionalism, discretion, and attention to detail.</li><li>
Continuous improvement mindset</li><li>
Ongoing collaboration with firm leadership and administrative teams across locations.</li></ul>
Salary $25-30/Hour
Excellent Benefits: We offer tremendous growth and development opportunities, flexible work schedules, and a comprehensive compensation and benefits package to include Health, Dental, Vision, Life, Long-Term Disability, 401K, Paid Time Off, Volunteer Time Off, Work-Life Balance Culture, and More!
EOE</div>

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10000 client advisory services leader jobs Near Me

Partner / Senior Director – Internal Audit JIS131056

Controller & Project Manager

Global Payments Advisory Associate

Senior Administrative Specialist

Director, Tax Transaction Advisory Services

Accounts Payable Specialist-Family Office

Senior Administrative Specialist