<p>As an Account Manager, you will be the primary relationship builder between our company and a portfolio of clients. Your focus is to deliver outstanding service, anticipate client needs, and drive long-term business growth through proactive account management and strategic partnership. You’ll collaborate closely with Sales, Operations, and other internal teams to ensure seamless execution and elevated client satisfaction.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned clients, building trust and rapport through clear, professional communication.</li><li>Develop a deep understanding of each client’s business goals, challenges, and operational needs to provide tailored solutions.</li><li>Manage all aspects of the client account lifecycle—including onboarding, order management, delivery coordination, and post-sale support.</li><li>Monitor and track account activity, including service requests, project timelines, order status, and resolution of any issues.</li><li>Identify upsell opportunities and recommend additional products or services that align with client needs, collaborating with Sales where appropriate.</li><li>Troubleshoot and resolve account problems efficiently, utilizing available resources and internal expertise.</li><li>Maintain accurate documentation of all client communications, orders, and activity in CRM systems.</li><li>Partner with internal teams to facilitate the delivery of solutions, ensuring timely and successful execution.</li><li>Analyze account performance through reports and metrics to identify growth areas and improvement opportunities.</li><li>Ensure all client concerns are addressed promptly, maintaining high satisfaction and retention rates.</li><li>Stay informed of industry trends and company offerings to provide strategic insights to clients.</li><li>Represent our company professionally at all times, upholding high standards for communication, service, and collaboration.</li></ul><p><br></p>
We are looking for an Order Management Specialist to support our customer service and logistics operations in Irving, Texas. This role involves managing order entry, inventory tracking, and ensuring data accuracy while fostering positive relationships with customers and internal teams. The ideal candidate will excel in providing prompt and effective solutions to customer inquiries and logistical challenges.<br><br>Responsibilities:<br>• Process and manage customer orders, ensuring accuracy and timely entry into the system.<br>• Monitor inventory levels to prevent stock shortages or overages and support inventory allocation strategies.<br>• Collaborate with the logistics team to track incoming shipments and resolve any discrepancies.<br>• Address and resolve customer concerns related to orders, shipping delays, and inventory issues.<br>• Maintain and update the customer relationship database, ensuring accurate documentation of logistical requirements and preferences.<br>• Synchronize data across systems to ensure consistency and reliability.<br>• Communicate effectively with sales teams, retailers, and distributors to support order fulfillment and logistics.<br>• Participate in discussions to improve inventory management and allocation processes.<br>• Provide exceptional customer service by responding promptly to inquiries and delivering solutions.<br>• Support logistics managers in maintaining smooth operations and meeting supply chain objectives.
We are seeking an experienced Full Charge Bookkeeper with basic tax preparation experience to join our growing CPA / PFS Financial Services & Tax office. This role is ideal for a detail-oriented professional who is comfortable handling full-cycle bookkeeping, supporting tax preparation during busy season, and working directly with clients in a professional services environment.<br><br>The ideal candidate has hands-on experience with QuickBooks Online and/or Desktop, is familiar with Drake Tax Software, and thrives in a fast-paced, deadline-driven office.<br><br>Key Responsibilities<br><br>Bookkeeping & Accounting<br><br>Perform full-cycle bookkeeping for multiple client accounts<br><br>Handle accounts payable, accounts receivable, billing, and collections<br><br>Reconcile bank, credit card, and loan accounts monthly<br><br>Maintain and review general ledger accounts<br><br>Prepare monthly, quarterly, and year-end financial statements<br><br>Assist with month-end and year-end close processes<br><br>Ensure accurate data entry, account coding, and documentation<br><br>Tax Preparation Support<br><br>Assist with basic individual and small business tax preparation using Drake Tax Software<br><br>Organize and review client tax documents<br><br>Input tax data accurately and efficiently<br><br>Support CPA and tax professionals during tax season<br><br>Help with extensions, estimated payments, and related filings as needed<br><br>Client & Office Support<br><br>Communicate directly with clients regarding bookkeeping and tax-related questions<br><br>Assist with onboarding new bookkeeping clients<br><br>Maintain organized digital and physical client files<br><br>Support compliance with firm policies and accounting best practices<br><br>Qualifications<br><br>3–5+ years of Full Charge Bookkeeping experience, preferably in a CPA or tax firm<br><br>Hands-on experience with QuickBooks Online and/or QuickBooks Desktop<br><br>Basic tax preparation experience required<br><br>Experience using Drake Tax Software strongly preferred<br><br>Solid understanding of GAAP and general accounting principles<br><br>Strong attention to detail and organizational skills<br><br>Ability to manage multiple clients and deadlines<br><br>Professional communication skills and client-service mindset<br><br>Education & Certifications<br><br>Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred<br><br>Bookkeeping or accounting certifications a plus (but not required)
<ul><li>Proven experience as an Executive Assistant or in a senior administrative support role.</li><li>Strong written and verbal communication skills.</li><li>Advanced proficiency with office software, calendaring platforms, and workflow automation tools.</li><li>Exceptional organization, time management, and problem-solving abilities.</li><li>Ability to thrive in a fast-paced and dynamic environment.</li><li>Professional demeanor and customer service mindset.</li><li>High degree of discretion, integrity, and reliability.</li><li>Associate's or bachelor’s degree preferred.</li></ul><p><br></p>
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.
We are looking for a meticulous and experienced Full Charge Bookkeeper to join our dynamic team in Hurst, Texas. In this role, you will manage the complete accounting cycle for various clients, ensuring accuracy in financial records and compliance with tax regulations. This position offers the opportunity to work in a detail-oriented environment while contributing to the success of a diverse portfolio of clients.<br><br>Responsibilities:<br>• Manage the full accounting cycle, including accounts payable, accounts receivable, and general ledger maintenance.<br>• Prepare accurate financial statements on a monthly, quarterly, and annual basis.<br>• Perform reconciliations for bank accounts, credit cards, and other financial accounts.<br>• Handle client billing, invoicing, and tracking payments to ensure timely processing.<br>• Assist with payroll processing and related reporting as needed.<br>• Support basic tax preparation tasks, including gathering and organizing client tax data.<br>• Prepare schedules and documentation to assist CPAs with tax filings and compliance.<br>• Maintain organized and precise financial records to uphold high standards of accuracy and attention to detail.<br>• Communicate effectively with clients to address accounting inquiries and document requests.<br>• Ensure adherence to federal, state, and local tax regulations in all financial processes.
Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts. Oversee cash flow documentation, resolving investor queries swiftly. Partner with third-party admins for subscriptions, redemptions, AML/KYC. Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers. Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance. Qualifications: 2-3 years in investment firm client support. Stellar communication and organization. CRM/Microsoft Office savvy. Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! <br> The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!
We are seeking a Fund Accounting Supervisor/Manager to join our team in Dallas, Texas. In this role, you'll be taking on a variety of tasks, including accounting, finance, and client-facing responsibilities. This role is for those who are hungry and hardworking, ready to dive into the finance industry.<br><br>Responsibilities:<br>• Manage and oversee daily operations of the accounting department, including accounts payable and receivable, and auditing.<br>• Implement and maintain accounting software systems to streamline financial operations.<br>• Utilize ADP - Financial Services and BlackLine for various accounting tasks.<br>• Handle ERP - Enterprise Resource Planning to optimize business processes.<br>• Supervise billing functions, ensuring accuracy and efficiency.<br>• Manage client relationships from day one, providing excellent customer service.<br>• Continuously seek to improve accounting functions, contributing to the team's efficiency.<br>• Take responsibility for public tax and public audit duties.<br>• Use Concur for travel and expense management.<br>• Maintain and analyze the financial status and performance of the company to identify areas for potential improvement.
We are looking for a highly skilled Controller to join our team in Dallas, Texas. In this role, you will take ownership of financial reporting, accounts payable, billing operations, and compliance support. You will collaborate closely with leadership and other departments to ensure accuracy and efficiency in all financial processes.<br><br>Responsibilities:<br>• Supervise general ledger activities, including journal entries, account reconciliations, and month-end closings.<br>• Prepare accurate financial statements on a monthly, quarterly, and annual basis, adhering to organizational standards.<br>• Lead budgeting and forecasting efforts by analyzing financial data and providing actionable insights to leadership.<br>• Design and enforce internal controls, policies, and procedures to ensure compliance and operational efficiency.<br>• Manage the accounts payable cycle, including invoice processing, approvals, and timely payments.<br>• Oversee accounts receivable and corporate credit card transactions, ensuring proper documentation and accuracy.<br>• Handle advisory fee calculations and billing processes, maintaining alignment with reporting systems and client agreements.<br>• Collaborate with client service teams to address billing discrepancies and respond to client inquiries effectively.<br>• Coordinate with external tax firms for filings and ensure compliance with audit and regulatory requirements.<br>• Maintain detailed records for equity plans, partner capital accounts, and ownership changes.
<p>The Front Desk Receptionist serves as the first point of contact for visitors and clients, providing a welcoming atmosphere while ensuring efficient and professional front office operations. This role is responsible for greeting guests, managing incoming calls, handling inquiries, and coordinating administrative tasks to support the broader team.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and direct visitors, clients, and staff in a friendly and professional manner.</li><li>Answer, screen, and forward incoming phone calls; take accurate messages as needed.</li><li>Manage appointment scheduling and maintain the front desk calendar.</li><li>Handle general inquiries and provide information about the organization or office procedures.</li><li>Receive, sort, and distribute incoming mail, packages, and deliveries.</li><li>Maintain exceptional appearance and organization of the reception area.</li><li>Assist with various clerical tasks, such as filing, photocopying, and data entry.</li><li>Support office staff with administrative projects as needed.</li><li>Uphold confidentiality and follow company policies when handling sensitive information.</li></ul><p><br></p>
<p>The Executive Assistant provides high-level administrative and operational support to executives and senior leaders within our company. This professional role requires strong organizational, communication, and technical skills to proactively manage executive schedules, projects, and priorities. The Executive Assistant serves as a trusted partner, ensuring seamless coordination and supporting strategic initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, schedules, and travel arrangements for executives.</li><li>Facilitate meetings, prepare agendas, coordinate logistics, and draft meeting minutes as required.</li><li>Prepare, review, and distribute confidential correspondence, presentations, and reports.</li><li>Liaise with internal teams and external partners on behalf of executives.</li><li>Handle expense reports, procurement requests, and executive documentation.</li><li>Support workflow automation initiatives and leverage digital tools to streamline business processes.</li><li>Maintain files, records, and databases according to company policies.</li><li>Monitor and prioritize incoming communications and requests.</li><li>Coordinate special projects and assist with cross-functional process improvements.</li><li>Uphold discretion and confidentiality in all matters related to the executive office.</li></ul><p><br></p>
<p>The Executive Assistant provides high-level administrative and operational support to executives and senior leaders within our company. This professional role requires strong organizational, communication, and technical skills to proactively manage executive schedules, projects, and priorities. The Executive Assistant serves as a trusted partner, ensuring seamless coordination and supporting strategic initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, schedules, and travel arrangements for executives.</li><li>Facilitate meetings, prepare agendas, coordinate logistics, and draft meeting minutes as required.</li><li>Prepare, review, and distribute confidential correspondence, presentations, and reports.</li><li>Liaise with internal teams and external partners on behalf of executives.</li><li>Handle expense reports, procurement requests, and executive documentation.</li><li>Support workflow automation initiatives and leverage digital tools to streamline business processes.</li><li>Maintain files, records, and databases according to company policies.</li><li>Monitor and prioritize incoming communications and requests.</li><li>Coordinate special projects and assist with cross-functional process improvements.</li><li>Uphold discretion and confidentiality in all matters related to the executive office.</li></ul><p><br></p><p><br></p>
<p>The Executive Assistant provides high-level administrative and operational support to executives and senior leaders within our company. This professional role requires strong organizational, communication, and technical skills to proactively manage executive schedules, projects, and priorities. The Executive Assistant serves as a trusted partner, ensuring seamless coordination and supporting strategic initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, schedules, and travel arrangements for executives.</li><li>Facilitate meetings, prepare agendas, coordinate logistics, and draft meeting minutes as required.</li><li>Prepare, review, and distribute confidential correspondence, presentations, and reports.</li><li>Liaise with internal teams and external partners on behalf of executives.</li><li>Handle expense reports, procurement requests, and executive documentation.</li><li>Support workflow automation initiatives and leverage digital tools to streamline business processes.</li><li>Maintain files, records, and databases according to company policies.</li><li>Monitor and prioritize incoming communications and requests.</li><li>Coordinate special projects and assist with cross-functional process improvements.</li><li>Uphold discretion and confidentiality in all matters related to the executive office.</li></ul><p><br></p>
We are looking for a highly skilled Senior Paralegal with extensive experience in litigation to join our team in Dallas, Texas. This is a long-term contract position, offering the opportunity to work on complex legal cases in a collaborative and detail-oriented environment. The ideal candidate will play a pivotal role in supporting attorneys throughout all stages of litigation, ensuring smooth case management and exceptional client service.<br><br>Responsibilities:<br>• Support attorneys with all stages of litigation, including case initiation, trial preparation, and post-trial proceedings.<br>• Conduct in-depth legal research and organize case materials such as discovery responses, depositions, and medical records.<br>• Draft and proofread legal documents, including motions, pleadings, subpoenas, and other filings.<br>• Prepare and file legal documents in state and federal courts, ensuring compliance with applicable rules and deadlines.<br>• Manage e-discovery processes, including organizing and reviewing large document productions using litigation support software.<br>• Coordinate schedules for depositions, hearings, trials, and meetings with experts and witnesses.<br>• Maintain detailed case files, track important deadlines, and ensure adherence to court schedules.<br>• Provide trial support by preparing exhibits, assembling trial notebooks, and managing logistics.<br>• Travel as needed to assist attorneys during trial preparation and proceedings.
<p><strong>About the Role</strong></p><p>We are seeking a detail-oriented and customer-focused Application Support Analyst to join our team. This role is responsible for supporting our core enterprise applications and other internal and customer-facing systems. You will play a key part in ensuring smooth operations, resolving issues, and enhancing user experience across the organization.</p><p> </p><p>This is an excellent opportunity for someone with strong ERP and application support experience who thrives in a collaborative environment and enjoys solving complex problems.</p><p><br></p><p><strong>POSITION: APPLICATION SUPPORT ANALYST</strong></p><p><strong>LOCATION: GRAND PRAIRIE (ONSITE)</strong></p><p><strong>DURATION: 12 MONTHS</strong></p><p><strong>RATE: $37-$42/HOUR</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide responsive and effective application support via phone, in person, and through ticketing systems.</li><li>Troubleshoot and resolve issues related to enterprise applications, ensuring minimal disruption to business operations.</li><li>Collaborate with cross-functional teams to support applications that interface with the ERP system.</li><li>Conduct root cause analysis and document resolutions for recurring issues.</li><li>You will be in is responsible for around 80 or so primary applications </li><li>Support user-based applications that are mostly service as a solution (SaaS) where you have an admin interface to make changes or request the vendor to make the change for you. </li></ul><p><br></p>
We are looking for a highly skilled Tax Manager to join our detail-oriented services team in Carrollton, Texas. This role is ideal for an experienced tax expert who thrives in a dynamic environment and is passionate about delivering exceptional client service. As a key leader in the firm, you will oversee tax compliance, planning, and team management while ensuring adherence to regulatory standards.<br><br>Responsibilities:<br>• Manage the preparation and review of tax returns for corporations, partnerships, nonprofits, and individuals, ensuring accuracy and compliance.<br>• Develop and implement effective tax planning strategies to help clients minimize liabilities and optimize their financial outcomes.<br>• Lead and mentor a team of tax experts, fostering growth and promoting a culture of continuous improvement.<br>• Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant with all requirements.<br>• Identify and address tax-related risks by establishing robust controls and review processes.<br>• Participate in business development efforts, including networking and relationship-building with potential clients and industry professionals.<br>• Provide guidance on entity formation and tax implications for new business ventures.<br>• Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax to streamline processes and improve efficiency.
<p><strong>Job Description: Account Manager</strong></p><p>Our company is seeking a dynamic and client-focused Account Manager to join our team. The Account Manager will be responsible for developing strong relationships with clients, understanding their needs, and delivering exceptional service to drive account growth and retention.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for assigned clients, managing daily communications and relationship development.</li><li>Develop a deep understanding of client business objectives and proactively recommend solutions to support their goals.</li><li>Coordinate with internal teams to ensure timely and successful delivery of products and services.</li><li>Negotiate contracts and manage renewals to optimize client value.</li><li>Identify opportunities for account expansion and cross-selling additional services.</li><li>Monitor account performance, prepare reports, and present insights to clients and stakeholders.</li><li>Resolve client issues promptly and professionally, ensuring a high level of satisfaction.</li><li>Track market trends and competitor activity relevant to client accounts.</li></ul><p><br></p>
<p>We are looking for an experienced Tax Director to lead and manage our tax practice in Dallas, Texas. This pivotal role requires a blend of strategic leadership, technical expertise, and client relationship management to drive growth and deliver exceptional tax services. The ideal candidate will excel in mentoring teams, overseeing complex tax engagements, and ensuring compliance with regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Establish and execute strategic goals for the tax practice to enhance service quality, client satisfaction, and overall business growth.</p><p>• Cultivate strong relationships with clients, offering expert advice on complex tax issues and financial strategies tailored to their needs.</p><p>• Manage a diverse portfolio of tax engagements across multiple industries, ensuring timely and accurate delivery of value-added services.</p><p>• Provide mentorship and coaching to tax team members, fostering growth and a culture of excellence.</p><p>• Stay informed on evolving tax laws and regulations, serving as a technical leader and offering innovative solutions to complex challenges.</p><p>• Oversee budgets and resource allocation for tax engagements, optimizing team performance and ensuring projects meet deadlines.</p><p>• Prepare and present detailed tax reports and strategic recommendations to clients and firm leadership.</p><p>• Lead initiatives aimed at improving tax methodologies, tools, and practices while conducting training programs to enhance team capabilities.</p><p>• Ensure all tax engagements comply with federal, state, and local regulations.</p>
<p>We are looking for an experienced Audit Senior to join our dedicated services client in Plano/Frisco, Texas. This role involves conducting external audits for a diverse range of clients, ensuring compliance and operational efficiency. You will contribute to financial and operational audits while collaborating with teams to deliver high-quality results.</p><p><br></p><p>Responsibilities:</p><p>• Perform comprehensive external audits for various clients across industries.</p><p>• Travel to client sites to conduct financial and operational audits.</p><p>• Develop and execute detailed audit plans and programs.</p><p>• Ensure compliance with regulatory standards and company policies during audits.</p><p>• Collaborate effectively with team members to achieve audit objectives.</p><p>• Analyze financial records and operational processes to identify areas for improvement.</p><p>• Prepare thorough audit reports that outline findings and recommendations.</p><p>• Maintain strong client relationships by providing attentive and timely service.</p><p>• Stay updated on industry trends and changes to enhance audit practices.</p><p><br></p><p> If interested, please send your resume to [email protected]</p>
We are looking for a highly organized and proactive Executive Assistant to provide comprehensive support to the Chief Customer Officer and executive team. This role is based in Richardson, Texas, and offers a long-term contract opportunity in the dynamic IT Software industry. The ideal candidate will excel at managing executive-level tasks, facilitating strategic projects, and ensuring seamless communication between internal and external stakeholders.<br><br>Responsibilities:<br>• Conduct thorough research, compile relevant data, and prepare precise and well-structured documentation for executive meetings, presentations, and speaking engagements.<br>• Track progress on strategic projects, address last-minute changes, and ensure timely delivery of key deliverables.<br>• Draft and distribute clear and accurate communications on behalf of the Chief Customer Officer and executive team to customers, partners, and colleagues.<br>• Analyze business reports to identify trends, provide insights, and advise on areas requiring additional attention or escalation.<br>• Build and maintain strong relationships with internal teams and external customers, collaborating regularly with senior executives and stakeholders.<br>• Assist in driving organizational goals by understanding the structure, cascading key messages, and supporting strategic initiatives.<br>• Participate in leadership meetings by preparing agendas, taking detailed notes, and ensuring follow-up on action items.<br>• Manage executive calendars by prioritizing tasks, scheduling strategic planning sessions, and ensuring seamless coordination.<br>• Organize and schedule meetings, events, and strategic activities with both internal and external parties.<br>• Arrange complex international and domestic travel, create itineraries, and reconcile expense reports efficiently.
<p><strong>Job Title</strong></p><p> Staff Accountant</p><p> Full Time Engagement Professional FTEP</p><p><strong>Location</strong></p><p> Fort Worth and surrounding areas</p><p> Onsite client assignments required</p><p><strong>Employment Type</strong></p><p> Full time W2 employee of Robert Half</p><p> Full Time Engagement Professional FTEP practice</p><p><strong>About the Role</strong></p><p> As a Staff Accountant in Robert Half’s Full Time Engagement Professionals practice, you will be a full time W2 employee supporting client accounting teams through onsite, project based assignments. These engagements may include coverage during peak workloads, system transitions, clean up initiatives, or ongoing operational support.</p><p>FTEPs are employed by Robert Half and deployed to client sites where their skills are needed, with the stability of full time employment and benefits between assignments.</p><p>This role is hands on and execution focused, supporting established teams and processes in real time.</p><p><strong>What You Will Do</strong></p><p> Provide onsite accounting support to client teams</p><p> Assist with month end close activities and reconciliations</p><p> Process accounts payable and accounts receivable</p><p> Prepare journal entries and perform account analysis</p><p> Support inventory, purchasing, or procurement related accounting work as needed</p><p> Execute work within established client processes and timelines</p><p> Learn and adapt to different accounting systems and environments</p><p><br></p><p><strong>What We Offer Through FTEP</strong></p><p> Full time W2 employment with Robert Half</p><p> Medical, dental, vision, and retirement benefits</p><p> Paid time off between assignments</p><p> Ongoing project opportunities with different clients</p><p> Local Fort Worth based leadership and support</p><p> Opportunities to build broad accounting and systems experience</p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Generate and distribute accurate invoices to clients in line with contract terms and project milestones.</li><li>Post payments received through various channels and reconcile them with client accounts.</li><li>Monitor accounts for overdue payments, sending reminders and conducting follow-up communications as needed.</li><li>Investigate and resolve client billing discrepancies, collaborating with account managers and other internal teams to ensure accuracy.</li><li>Prepare regular aging reports, cash receipts, and other AR-related financial summaries for management.</li><li>Assist with month-end close by ensuring revenue transactions and receivables are recorded correctly.</li><li>Maintain organized and up-to-date customer account records.</li><li>Support audit and compliance efforts by providing required documentation and account details.</li><li>Participate in process improvement initiatives related to billing and collections.</li></ul><p><br></p>
We are looking for an organized and detail-oriented Billing Clerk to join our team on a contract basis in Farmers Branch, Texas. This role involves supporting our billing operations by processing service work orders and ensuring accurate customer invoicing. The ideal candidate will have experience in billing functions, preferably within the manufacturing or plumbing industry, and be comfortable working in an office setting.<br><br>Responsibilities:<br>• Process service work orders and ensure timely and accurate customer billing.<br>• Utilize billing software to manage and track invoices effectively.<br>• Collaborate with internal teams to resolve billing discrepancies and ensure customer satisfaction.<br>• Maintain organized records of billing activities and financial transactions.<br>• Generate and review billing statements to ensure accuracy and compliance with company policies.<br>• Support the implementation and use of Microsoft D365 Customer Engagement for billing processes.<br>• Assist with AIA billing and other specialized invoicing tasks as needed.<br>• Monitor and analyze billing data to identify areas for improvement.<br>• Ensure adherence to industry standards and company procedures in billing operations.<br>• Provide administrative support related to billing functions, including data entry and reporting.
We are looking for a detail-oriented Billing Clerk to join our team on a contract basis in Farmers Branch, Texas. The ideal candidate will have experience in processing service work orders and customer invoices, ensuring accurate and efficient billing practices. This position is based in an office setting and requires strong organizational skills and proficiency in billing systems.<br><br>Responsibilities:<br>• Prepare and process service work orders and customer invoices with accuracy.<br>• Utilize Microsoft Dynamics 365 Customer Engagement to manage billing activities.<br>• Ensure compliance with industry-specific billing standards and practices.<br>• Collaborate with internal teams to resolve discrepancies and maintain accurate records.<br>• Generate and review billing statements for completeness and correctness.<br>• Verify billing data using Excel formulas and ensure alignment with customer requirements.<br>• Maintain organized records of billing transactions and documentation.<br>• Assist with general billing functions, including AIA billing when needed.<br>• Provide support and expertise in computerized billing systems.<br>• Uphold a high level of attention to detail to ensure correct billing processes.
<p>We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.</p><p>• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.</p><p>• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.</p><p>• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.</p><p>• Perform financial analysis and tax planning for clients' business units to optimize outcomes.</p><p>• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.</p><p>• Review and reconcile current investment asset allocations to ensure alignment with client objectives.</p><p>• Analyze and optimize retirement plans based on annual goals and client-specific needs.</p><p>• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.</p><p>• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.</p>
