We are looking for a detail-oriented Accounting Associate with 1-3 years of experience to join our team in Dallas, Texas. This long-term contract position offers the opportunity to perform essential accounting functions while ensuring accuracy and efficiency in daily operations. The ideal candidate will possess strong analytical skills and the ability to address customer inquiries and resolve issues with professionalism.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable processes, ensuring timely and accurate transactions.<br>• Perform bank reconciliations to maintain financial accuracy and compliance.<br>• Respond promptly to customer inquiries and provide solutions to resolve complaints effectively.<br>• Conduct research and analysis to address accounting discrepancies and improve processes.<br>• Create and maintain spreadsheets to organize and analyze financial data.<br>• Collaborate with team members to ensure smooth workflow and adherence to deadlines.<br>• Act as a lead on specific tasks or projects, providing guidance and support to colleagues as needed.<br>• Identify opportunities for process enhancements and recommend solutions to improve efficiency.<br>• Maintain detailed and organized records for auditing and reporting purposes.
We are looking for a skilled Real Estate Assistant Fund Controller to join our team in Dallas, Texas. This role is ideal for someone with strong attention to detail and experience in financial operations within the real estate sector. The position requires a proactive individual who excels in financial reporting, auditing, and general ledger management.<br><br>Responsibilities:<br>• Oversee month-end closing processes and ensure timely completion of all financial tasks.<br>• Manage general ledger activities, ensuring accuracy and compliance with accounting standards.<br>• Conduct and coordinate financial statement audits, collaborating with internal and external auditors.<br>• Prepare detailed financial reports that align with organizational and regulatory requirements.<br>• Maintain adherence to DCAA regulations and standards in all financial operations.<br>• Monitor fund performance and provide insights to support decision-making processes.<br>• Collaborate with various teams to streamline accounting procedures and improve efficiency.<br>• Analyze financial data to identify trends and recommend actionable solutions.<br>• Ensure compliance with industry-specific regulations and best practices in real estate finance.<br>• Support ongoing projects and initiatives requiring financial expertise.
Key Responsibilities:<br>• Maintain inventory levels and materials daily<br>• Purchase materials in line with inventory targets<br>• Following an effective and accurate system for monitoring purchase orders<br>• Understand the Marketplace for your assigned products in order to successfully negotiate cost with Suppliers<br>• Provide analysis on costs, new and existing and review cost reduction activities <br>• Arrange transport of goods and track orders to ensure timely delivery.<br>• Coordinate with inventory team, management, and stockroom as required<br>• Oversee Defective Claims with RMA Team<br>• Build, maintain and manage supplier relationships and keep up good communications <br>• Contact suppliers to resolve price, quality, delivery or invoice issues <br>• Assist with verifying accuracy of coding within Syspro in alignment with SOP’s<br>• Any other reasonable duties or special projects that may be required by Management from time to time<br>• Continuously evaluate the utilization of company resources to identify and implement improvements<br><br>Skills and Attributes: <br>• Able to build and maintain effective and productive relationships with staff, stakeholders and suppliers.<br>• Good communication, negotiation, interpersonal and influencing skills <br>• Analytical, numerically astute with strong demonstrated problem solving abilities <br>• Able to manage time effectively, prioritize tasks and achieve set targets <br>• Commercial and financial awareness with a full understanding of how failure impacts the production, manufacture and customer order fulfilment <br>• Able to work well under pressure and handle emergency and stressful situations <br>• Keen attention to detail and accuracy <br>• Proficient in Word and Excel with regards to VLOOKUP’s, formulas, graphs, etc.<br>• Ensure compliance to company guidelines, purchasing policies and procedures and OJEU guidance during supplier negotiations,<br>• NetSuite experience is a plus.<br><br>Our team members enjoy:<br>• A friendly, fast-paced detail oriented environment. <br>• Comprehensive benefit package including coverage for Medical, Dental, Vision and Life insurance.
We are looking for a Senior Financial Analyst to join our dynamic team in Dallas, Texas. This role requires a strategic thinker with a strong financial background to analyze data, develop models, and provide actionable insights that enhance business decision-making. The ideal candidate will have a proven ability to work collaboratively across teams and deliver high-quality financial reporting and analysis.<br><br>Responsibilities:<br>• Develop comprehensive financial models to evaluate business performance and provide actionable recommendations to leadership.<br>• Prepare and support monthly, quarterly, and annual financial reporting cycles, ensuring accuracy and timeliness.<br>• Utilize advanced Excel functions and financial systems to analyze large datasets and uncover meaningful insights.<br>• Collaborate with cross-functional teams, including accounting and advisory finance, to understand financial variances and improve forecasting.<br>• Consolidate global financial results and articulate key performance drivers, highlighting risks and opportunities.<br>• Identify and implement process improvements to streamline, automate, and standardize financial workflows.<br>• Provide clear and concise explanations of complex financial data to stakeholders in straightforward situations.<br>• Lead by example, fostering a positive and productive work environment aligned with organizational values.<br>• Work within established procedures to meet deadlines and achieve financial objectives.<br>• Monitor and enhance the quality of financial outputs produced by the team.
<ul><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer contribution</li><li>Generous paid time off and holidays</li><li>Opportunity to work closely with senior leadership in a high-impact role</li></ul><p><br></p>
<p>This well-known Fort Worth Law Firm is looking for a commercial litigation Legal Assistant who can manage a busy desk working for 3 to 4 attorneys.</p><p>Ideal candidate should have at least 4 years experience as a litigation legal assistant in a law firm. Must be Proficient in Word, e-filing, and have good written and verbal communication skills. Should enjoy collaborating with a team as well as being able to work independently.</p><p>Responsibilities</p><p>• Provide administrative support to lawyers</p><p>• Handle communication with clients</p><p>• Locate and develop case relevant information</p><p>• Keeping up with the calendar</p><p>• Strong written skills and attention to detail</p><p>Slow down! This open position has been searching for you. Email your resume directly to:</p><p>rosemarie.jones<at>roberthalf.<com></p>
We are looking for a dedicated Staff Accountant to join our team in Plano, Texas, where you will play a vital role in managing financial operations for a variety of projects. This is a long-term contract position that offers an excellent opportunity to develop your expertise across multiple industries and accounting systems. You will work on diverse assignments, including financial reporting, reconciliations, and budgeting, while contributing to the success of dynamic and challenging projects.<br><br>Responsibilities:<br>• Prepare detailed journal entries and reconcile accounts, including cash, payroll, and prepaid expenses.<br>• Conduct monthly balance sheet and income statement analyses to support management reporting.<br>• Assist in the closing processes for month-end, quarter-end, and year-end, including preparing financial close workbooks.<br>• Implement and maintain internal controls to ensure compliance with accounting standards and procedures.<br>• Manage fixed asset ledgers, including depreciation schedules and reconciliation.<br>• Perform intercompany billings, transactions, and reconciliations to ensure accuracy across accounts.<br>• Analyze and present financial data in a clear and concise format for decision-making purposes.<br>• Maintain capital lease schedules and oversee monthly payments.<br>• Participate in department-wide initiatives and special projects as needed.<br>• Support ad-hoc reporting requests to address specific business needs.
Robert Half has a current opening for an Accounts Payable (A/P) Clerk. This Accounts Payable Clerk opportunity will be located in the Plano, Texas area and will be a long-term contract / temporary to hire position. Career growth and quick advancement makes this department a desirable place to work. The Accounts Payable Clerk tasks will consist of matching and batching code invoices, resolving A/P issues, processing expense reports, updating and reconciling sub-ledger to G/L, and processing checks.<br><br>What you get to do every single day<br><br>- Carry out additional tasks as assigned<br><br>- Verify, log and send checks, including facilitating special handling<br><br>- Perform daily processes and controls correctly and punctually, ensuring company policies are followed<br><br>- Handle the administrative needs of the AP/Finance Department<br><br>- Manage full-cycle A/P<br><br>- Ensure invoices, checks, and other documents are properly sorted, logged, scanned, and filed<br><br>- Assist with internal and external audits as needed<br><br>- Open, sort, and deliver department mail on a daily basis<br><br>- Assist internal business partners with any customer services needs
<p>We are looking for an experienced Senior Accountant specializing in the oil and gas industry to join our team in Dallas, Texas. This role will focus on managing financial activities related to mineral rights, oil and gas revenue, and property reporting, while ensuring compliance with accounting standards. The ideal candidate will possess strong analytical skills and a proven ability to handle complex financial tasks in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with the Accounting Manager </p><p>• Record and review monthly oil and gas royalty revenues and ad valorem tax accruals.</p><p>• Conduct quarterly depletion analyses and annual impairment studies for unproved and proved property assets.</p><p>• Prepare detailed oil and gas royalty financial reports for executive leadership.</p><p>• Maintain comprehensive and accurate well records using MineralSoft.</p><p>• Assist with the preparation, review, and analysis of monthly financial statements, reconciliations, and journal entries.</p><p>• Support tax-related workbooks and analyses for oil and gas income tax reporting.</p><p>• Evaluate mineral acquisitions and onboard newly acquired assets into the accounting framework.</p><p>• Review ad valorem tax payments and royalty deposits completed by staff accountants.</p><p>• Manage audit deliverables </p><p><br></p><p>If interested in being considered for the role, please email a resume to Liz Noyes at Robert Half via Linked in.</p>
We are looking for a detail-oriented Staff Accountant to join our team in Dallas, Texas. This role involves providing essential accounting support for our real estate investment and development projects, reporting directly to the Chief Financial Officer. If you have a passion for numbers and a background in accounting, particularly in commercial real estate, we encourage you to apply.<br><br>Responsibilities:<br>• Manage accounts payable and receivable for real estate investment and development entities.<br>• Perform monthly and annual financial close processes, including journal entries, bank reconciliations, and property-related capital accruals.<br>• Set up and maintain lease data in accounting software while overseeing rent collection and processing.<br>• Conduct annual reconciliation processes and address tenant inquiries related to reconciliations.<br>• Handle annual 1099 filings with accuracy and timeliness.<br>• Prepare financial reports for partners, lenders, and CPAs as required.<br>• Assist with construction draw preparation and submission.<br>• Process monthly debt service payments, reconcile loan activities, and maintain accurate records.<br>• Generate various accounting, administrative, and financial reports, and perform additional tasks as assigned.
<p>We are looking for a highly skilled Senior Corporate Accountant to join our team in North Dallas, Texas. This role is ideal for someone with a keen attention to detail and extensive experience in corporate accounting and financial processes. You will play a key role in ensuring accurate reconciliations, maintaining payroll-related accounts, and supporting month-end close activities.</p><p><br></p><p>Responsibilities:</p><p>• Perform comprehensive daily, weekly, and monthly reconciliations of cash and bank accounts.</p><p>• Investigate and resolve discrepancies between bank records, organizational data, and sub-ledgers.</p><p>• Monitor bank accounts, classify cash transactions correctly, and enforce internal controls.</p><p>• Maintain precise accruals for employee benefits, bonuses, and payroll expenses.</p><p>• Record and reconcile payroll journal entries, including associated liabilities.</p><p>• Collaborate with HR and payroll providers to ensure compliance and accurate reporting.</p><p>• Participate in month-end close tasks, including creating journal entries, reconciling accounts, and analyzing variances.</p><p>• Provide support for internal and external audits related to corporate accounting operations.</p>
We are looking for a highly skilled Senior Accountant to join our team in Dallas, Texas. In this role, you will play a critical part in managing accounting operations and ensuring accuracy in financial reporting. The ideal candidate will have strong expertise in public audit or tax, preferably from a top 10 firm, and a solid understanding of general accounting practices.<br><br>Responsibilities:<br>• Oversee month-end closing processes to ensure timely and accurate reporting.<br>• Manage and maintain the integrity of the general ledger system.<br>• Prepare and post journal entries with precision and compliance.<br>• Reconcile accounts with attention to detail to ensure accuracy.<br>• Perform bank reconciliations and resolve discrepancies effectively.<br>• Collaborate with internal teams to review and analyze financial data.<br>• Support audits by providing necessary documentation and insights.<br>• Ensure compliance with accounting standards and regulatory requirements.<br>• Contribute to the development and implementation of accounting procedures.<br>• Stay informed about partnership structures and provide relevant accounting support.
<p>We are looking for a meticulous Tax Senior member to join our client's team in Fort Worth, Texas. In this role, you will apply your expertise to assist with tax preparation, compliance, and financial statement analysis. This is an excellent opportunity to contribute to a dynamic team while enhancing your skills in a fast-paced hybrid environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review federal income tax returns, ensuring accuracy and compliance with regulations.</p><p>• Analyze financial statements to identify discrepancies and provide actionable recommendations.</p><p>• Collaborate with team members to streamline tax preparation processes and meet deadlines.</p><p>• Utilize accounting software systems, such as CaseWare and ProSystem, to manage tax-related tasks efficiently.</p><p>• Assist in conducting tax research to address client-specific issues and provide tailored solutions.</p><p>• Support the implementation and optimization of tax software tools to improve workflow efficiency.</p><p>• Maintain up-to-date knowledge of federal tax laws and regulations.</p><p>• Communicate effectively with clients to gather necessary documentation and provide updates on their tax matters.</p>
<p>We are looking for a results-driven Senior Financial Analyst with a strong background in FP&A consulting to join our team on a contract basis. This role requires expertise in financial modeling, revenue analytics, and forecasting, with an emphasis on delivering high-quality outputs within tight deadlines. Based in Dallas, Texas, this position offers the opportunity to work on impactful budgeting and revenue analysis initiatives in a fast-paced environment.</p><p>This is a 3-month contract position</p><p>100% REMOTE</p><p>MUST HAVE Pharmacy Benefit Management (PBM) experience</p><p><br></p><p><strong><u>Senior Financial Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Develop and maintain advanced financial models in Excel to support forecasting, budgeting, and revenue analysis.</p><p>• Conduct hands-on revenue analytics by evaluating customer, product, and channel data to identify volume, price, and mix drivers.</p><p>• Build annual budgets, rolling forecasts, and reforecasts independently, ensuring accuracy and scalability.</p><p>• Present and explain financial models, assumptions, and outcomes to senior finance leaders with clarity and precision.</p><p>• Set up and document revenue forecasting models, focusing on revenue streams and ensuring alignment with business goals.</p><p>• Deliver on short-term financial analysis tasks as part of consulting engagements, adapting quickly to new environments and requirements.</p><p>• Provide insights into Pharmacy Benefit Management (PBM) revenue streams, including forecasting and scenario planning.</p><p>• Utilize advanced Excel skills to create clean, scalable templates and organize data flows effectively.</p><p>• Collaborate with cross-functional teams to execute defined tasks and meet project deadlines.</p><p>• Ensure financial models and analyses adhere to industry-specific terminology and data structures.</p><p><strong><em>• Familiarity with the Pharmacy Benefit Management (PBM) industry and its revenue structures is mandatory.</em></strong></p>
We are looking for an experienced Sr. Accountant to join our team in Plano, Texas. In this role, you will be responsible for managing key accounting processes, ensuring accuracy in financial reporting, and supporting compliance with regulatory requirements. The ideal candidate will bring expertise in financial analysis and a strong understanding of accounting principles to help drive operational excellence.<br><br>Responsibilities:<br>• Prepare and post journal entries to the general ledger in compliance with organizational and banking industry accounting standards.<br>• Conduct monthly account reconciliations, ensuring accuracy and identifying discrepancies for resolution.<br>• Assist in the creation of financial statements, including monthly, quarterly, and annual reports.<br>• Provide support during internal and external audits by compiling necessary documentation and addressing auditor inquiries.<br>• Manage regulatory reporting requirements, ensuring timely and accurate submissions to relevant banking agencies.<br>• Analyze financial data and variances, offering actionable insights to management for informed decision-making.<br>• Maintain adherence to internal controls, organizational policies, and applicable banking regulations.<br>• Take part in month-end and year-end closing activities to ensure timely and accurate reporting.<br>• Collaborate with cross-functional teams to collect and verify financial data, ensuring consistency and accuracy.<br>• Perform additional accounting-related tasks and projects as assigned by management.
We are looking for a skilled Tax Manager to join our team in Dallas, Texas. This role involves overseeing corporate tax compliance, developing strategic tax solutions, and ensuring adherence to regulatory standards. The ideal candidate will bring expertise in tax planning, compliance, and reporting while supporting organizational goals with innovative strategies.<br><br>Responsibilities:<br>• Manage the preparation and timely submission of federal, state, and local tax returns to ensure compliance with all regulations.<br>• Review and analyze state, local, and property tax filings, including assessments and appeals, while maintaining accurate records.<br>• Evaluate fixed asset classifications and assist in cost segregation projects to optimize tax benefits.<br>• Calculate and monitor estimated tax payments, adjusting forecasts based on financial performance.<br>• Collaborate with leadership to design and implement tax strategies that align with company objectives.<br>• Compile and submit necessary documentation to external accounting partners for tax return preparation.<br>• Verify tax accruals and provide support during internal and external audits.<br>• Address and resolve payroll tax issues, ensuring compliance with employment tax regulations.<br>• Conduct thorough reviews of annual tax filings and positions in preparation for year-end reporting.<br>• Research tax-saving opportunities and monitor changes in legislation to enhance efficiency and compliance.
<p>We are looking for an experienced Compensation Manager to join our team on a contract basis in Dallas, Texas. In this long-term contract position, you will play a pivotal role in shaping and managing total rewards strategies within a complex organizational environment. This role requires a blend of analytical expertise, leadership capabilities, and in-depth knowledge of compensation practices to align programs with organizational objectives.</p><p><br></p><p><strong><u>Compensation Manager (contract position):</u></strong></p><p>Responsibilities:</p><p>• Develop and administer compensation strategies, including salary structures, pay equity reviews, and job classifications.</p><p>• Conduct market benchmarking and salary surveys using tools such as Willis Towers Watson, Mercer, and other platforms.</p><p>• Analyze compensation data to ensure competitive positioning and identify impacts of performance programs.</p><p>• Evaluate job roles for exempt/non-exempt classifications and recommend appropriate pay bands.</p><p>• Create and standardize job descriptions to maintain benchmarking accuracy.</p><p>• Utilize advanced Excel techniques and data tools to analyze compensation trends and build comprehensive dashboards.</p><p>• Ensure data accuracy and compliance within HR systems, including Workday, while supporting system testing and updates.</p><p>• Design and implement operational procedures for promotions and other compensation processes.</p><p>• Manage compensation projects by setting timelines, tracking deliverables, and collaborating with cross-functional teams.</p><p>• Mentor and lead a team responsible for executing compensation strategies while fostering collaboration across departments.</p>
<p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a leading manufacturing company with over 40 years of success that is expanding and creating a new Senior Accountant position to support continued growth. With plans to double the size of the business over the next 2–3 years, this role offers significant room for advancement, strong leadership exposure, and the chance to help shape accounting processes as the company scales.</p><p><br></p><p>This is an excellent opportunity for a hands-on Senior Accountant who enjoys ownership, process improvement, and partnering with operations in a fast-growing environment.</p><p><br></p><p><strong>Why You’ll Love This Opportunity</strong></p><p>✨ Be part of an exciting and major growth phase for the company</p><p>✨ Work directly with leadership and operations</p><p>✨ Influence systems, processes, and best practices</p><p>✨ Clear runway for advancement as the company grows</p><p><br></p><p>My client has a true employee-first culture, treating team members like family while offering excellent benefits and thoughtful perks—including a fully stocked kitchen with drinks and snacks.</p><p><br></p><p><strong>For additional information and consideration, please contact Kevin Sweet directly at 682-499-1882 or via email at [email protected]</strong></p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Accountant is responsible for maintaining accurate financial records and ensuring transactions are recorded in accordance with GAAP. This role oversees key accounting operations, leads the month-end close, performs financial analysis, supports audits, and guides support staff. The position plays a critical role in financial reporting, cost analysis, and future growth initiatives.</p>
Overview We’re seeking a detail oriented and dependable Receptionist to serve as the first point of contact for visitors, clients, and internal staff. This role is ideal for someone who is organized, customer‑focused, and comfortable managing front‑desk operations in a fast‑paced environment. Key Responsibilities Greet and assist visitors in a detail oriented and welcoming manner Answer and route incoming calls and emails Manage front desk operations, including visitor logs and badge access Coordinate conference room scheduling and meeting support Perform light administrative duties such as data entry, filing, and mail distribution Support office staff with day‑to‑day administrative needs
<p><strong>Summary</strong></p><p>Our client, headquartered in Fort Worth, TX, is experiencing significant growth as a provider of transportation and logistics solutions to companies in the oil and gas field services sector.</p><p>They are seeking a Controller who will direct all aspects of the organization’s accounting operations. This role involves preparing recurring financial statements, maintaining accurate financial records, and establishing comprehensive controls and budgets to reduce risk, ensure precise financial reporting, and uphold compliance with generally accepted accounting principles (GAAP).</p><p><strong>Key Responsibilities:</strong></p><ul><li>Supervise and coordinate work completed by outsourced partners</li><li>Develop and maintain clear accounting procedures and policy documentation</li><li>Oversee both cash flow and risk management functions</li><li>Lead the accounting team and structure the department to achieve strategic and operational objectives</li><li>Guide accounting activities for subsidiary companies—including oversight of internal controls, transaction processing, and company policies</li><li>Ensure effective control systems are in place for all accounting transactions</li><li>Prepare and distribute accurate financial statements on schedule</li><li>Set and monitor performance benchmarks for company activities</li><li>Generate financial and operational metrics as needed</li><li>Identify and report key budget deviations to senior leadership</li><li>Produce management cost reports to aid decision-making</li><li>Deliver financial analysis supporting investments, pricing strategies, and contract reviews</li><li>Facilitate the annual audit process by communicating with external auditors and providing necessary data</li><li>Track the company’s debt position and ensure compliance with all loan covenants</li><li>Complete all local, state, and federal tax filings and reporting requirements</li><li>Perform other duties as assigned</li></ul><p><br></p>
We are looking for a motivated Customer Experience Specialist to join our team in Coppell, Texas, on a contract-to-permanent basis. In this role, you will handle a variety of mortgage-related inquiries in a fast-paced, high-volume call center environment. This position offers extensive training and career growth opportunities within a supportive and technologically advanced workplace.<br><br>Responsibilities:<br>• Address customer inquiries related to mortgages, including escrow, tax questions, payments, and refinancing options.<br>• Manage early-stage collections for accounts up to 60 days overdue while maintaining attention to detail and empathy.<br>• Handle both inbound and outbound calls using multiple systems and AI tools to ensure effective resolution of issues.<br>• Navigate and utilize a modern tech stack, including AI-powered call tools and policy assistants, to enhance customer interactions.<br>• Maintain accurate records of customer interactions and transactions in compliance with company protocols.<br>• Collaborate with team members and supervisors to share insights and improve service delivery.<br>• Participate in rotational Saturday shifts every four weeks, ensuring consistent support for customers.<br>• Adapt to a dynamic work environment and resolve connectivity problems effectively.<br>• Uphold business casual dress code and clear, detail-oriented communication standards.<br>• Contribute to a culture of continuous training, coaching, and performance improvement.
We are seeking a Tax Manager based in Fort Worth, Texas, who will primarily function in the public sector. The role is an exciting opportunity that involves the preparation and review of federal and multi-state income tax returns, tax planning and research, and providing high-quality client service. The role also necessitates effective teamwork and mentorship skills.<br><br>Responsibilities:<br><br>• Accurately prepare and review federal and multi-state income tax returns for individuals, corporations, partnerships, and nonprofit organizations<br>• Conduct tax planning and research to stay ahead of tax regulations and policies<br>• Work efficiently as part of a team to complete projects and assigned tasks within set deadlines<br>• Train and mentor staff to foster a conducive learning environment and improve team skills<br>• Deliver timely, high-quality client service that consistently meets or exceeds client and firm expectations<br>• Continually further your knowledge and skills through continuing education and ongoing detail oriented development<br>• Interact with clients and provide tailored tax advice to suit individual needs<br>• Utilize various accounting software systems including ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, ERP - Enterprise Resource Planning<br>• Comply with accounting functions, auditing, and entity formation<br>• Apply knowledge of income tax accounting to enhance efficiency and accuracy.
<p>We are looking for an experienced Tax Senior to join our team in North Dallas, Texas. This role is ideal for someone with a keen attention to detail and a strong background in corporate tax compliance and annual income tax provisions. The successful candidate will play a key role in ensuring forward-thinking tax reporting and compliance with regulations.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review corporate income tax returns, ensuring accuracy and adherence to regulations.</p><p>• Manage annual income tax provisions and provide detailed analysis to support financial reporting.</p><p>• Conduct thorough reviews of sales and use tax filings to minimize risks and ensure compliance.</p><p>• Collaborate with internal teams to address complex tax issues and provide solutions.</p><p>• Evaluate and test tax systems for efficiency and compliance, recommending improvements where necessary.</p><p>• Stay updated on changes in tax laws and regulations, applying them effectively to corporate practices.</p><p>• Assist with audits and resolve tax-related inquiries from external agencies.</p><p>• Develop and implement strategies to optimize corporate tax processes.</p><p>• Provide guidance and training to less experienced staff on tax-related tasks and compliance procedures.</p><p>• Support public tax reporting and ensure alignment with organizational goals.</p>
We are looking for a meticulous and experienced Portfolio Proposal Specialist to join our team in Fort Worth, Texas. In this role, you will play a key part in assisting the advisory team with transitioning clients from Individually Managed Accounts (IMAs) to Unified Managed Accounts (UMAs). This is a long-term contract position where you will focus on creating comprehensive portfolio proposals, ensuring accuracy, and supporting smooth implementation throughout this high-volume initiative.<br><br>Responsibilities:<br>• Develop detailed portfolio proposals within the Investnet platform to facilitate the transition from IMAs to UMAs.<br>• Analyze current account allocations and align them with suitable unified managed account models.<br>• Ensure that proposed portfolios comply with client investment goals, risk tolerance, and organizational guidelines.<br>• Review asset allocations for accuracy, tax implications, and cost efficiency.<br>• Prepare detailed proposal reports and relevant documentation for advisors to review.<br>• Collaborate with financial advisors, investment strategists, and operations teams to enhance proposal quality.<br>• Monitor and document the progress of client transitions to ensure timelines are met.<br>• Identify and resolve discrepancies, data issues, or operational challenges, escalating concerns when necessary.<br>• Contribute to quality control processes to maintain compliance with internal standards and regulatory requirements.
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.