<p><strong>Remote after 3-weeks of onsite training in Fort Worth, TX</strong></p><p><br></p><p>We are seeking a dedicated and enthusiastic <strong>Customer Service Rep</strong> to join a collaborative and close-knit team. This position offers a unique opportunity for a <strong>Customer Service Rep</strong> to receive hands-on training in a supportive environment before transitioning to a flexible work-from-home schedule. If you're someone who thrives in a fast-paced, team-oriented atmosphere and enjoys helping others, this <strong>Customer Service Rep</strong> role is the perfect fit.</p><p><br></p><p>Responsibilities:</p><ul><li>Answer incoming calls and determine the type of assistance needed</li><li>Provide first-call resolution by navigating internal systems and offering accurate information</li><li>Document and track all inquiries and resolutions in the system</li><li>Foster a positive relationship with callers through professional and courteous communication</li><li>Collaborate with a 13-member team, including 2 leads, to ensure service excellence</li><li>Assist teammates and contribute to a cooperative team environment</li><li>Adapt to a schedule of back-to-back calls with minimal supervision</li></ul>
We are looking for a detail-oriented and customer-focused Customer Service Representative to join our team in Coppell, Texas. In this Contract-to-Permanent position, you will play a key role in ensuring customer satisfaction by handling inquiries, processing orders, and collaborating with internal teams to resolve issues effectively. This is a great opportunity to showcase your communication skills and problem-solving abilities in a dynamic and supportive environment.<br><br>Responsibilities:<br>• Accurately document customer interactions, communications, and actions to maintain detailed records.<br>• Process customer orders promptly and ensure their accuracy.<br>• Resolve inquiries related to order status, pricing, product availability, return requests, and backorders.<br>• Coordinate with internal teams, including the warehouse, to manage special orders, rush requests, and shipment discrepancies.<br>• Assist clients with inventory allocation and facilitate backorder releases.<br>• Achieve departmental and personal performance goals, including adherence to schedules, call quality, and attendance.<br>• Professionally escalate complex or urgent issues to the appropriate management level.<br>• Handle additional responsibilities as assigned to support overall operations.
We are looking for a motivated and detail-oriented Customer Experience Specialist to join our team on a contract basis. This role involves providing exceptional service to a dedicated group of clients while ensuring all inquiries and issues are addressed efficiently. Based in The Colony, Texas, this position offers flexibility with occasional in-office requirements.<br><br>Responsibilities:<br>• Provide dedicated support to an assigned group of clients, ensuring their needs are met promptly and professionally.<br>• Monitor and manage client tickets in the system, maintaining timely follow-ups and resolutions.<br>• Build and maintain strong relationships with clients to foster trust and satisfaction.<br>• Handle customer inquiries via email and other communication platforms, delivering clear and accurate responses.<br>• Troubleshoot connectivity issues and provide solutions while maintaining a high level of customer service.<br>• Utilize multi-browser environments effectively to navigate and resolve client concerns.<br>• Maintain organized records and ensure all tasks are completed efficiently and on time.<br>• Demonstrate adaptability by multitasking and prioritizing workloads in a fast-paced environment.<br>• Collaborate with team members to share insights and improve processes.<br>• Participate in occasional in-office meetings or activities as needed.
We are looking for a dedicated Customer Experience Specialist to join our team on a long-term contract basis in The Colony, Texas. This role focuses on providing exceptional service to a specific group of clients while managing their needs efficiently. You will play a vital role in building strong relationships and delivering solutions that enhance customer satisfaction.<br><br>Responsibilities:<br>• Serve as the primary point of contact for assigned clients, addressing inquiries and resolving issues promptly.<br>• Manage and prioritize customer support tickets in the system to ensure timely resolutions.<br>• Collaborate with clients to build trust and maintain strong, detail-oriented relationships.<br>• Utilize multiple browsers and email platforms to provide seamless customer communication.<br>• Troubleshoot connectivity issues and provide technical guidance as needed.<br>• Maintain accurate and organized records of client interactions and service activities.<br>• Demonstrate flexibility by working remotely with occasional in-office requirements.<br>• Stay proactive in learning new tools and processes to improve service delivery.<br>• Perform basic data entry tasks using Excel to support client needs.<br>• Handle multiple tasks simultaneously while ensuring attention to detail and reliability.
<p><strong>Must be Authorized to work in the USA - no sponsorship accepted.</strong></p><p><br></p><p>We are seeking a highly motivated IT Field Service Specialist to support the deployment, maintenance, and troubleshooting of IT infrastructure across diverse locations. This role is critical to ensuring the successful delivery of IT services including server, network, and security systems, as well as low-voltage cabling. The ideal candidate will thrive in a dynamic environment, working closely with internal teams and external partners to meet project goals.</p><p><br></p><p><strong>***This position requires extensive travel—approximately 60% to 75%—across the United States. Candidates must be comfortable working in remote and challenging environments and be available for after-hours, weekend, and on-call support as needed.***</strong></p><p><br></p><ul><li>Install, configure, and troubleshoot IT systems including servers, network equipment, security devices, and structured cabling.</li><li>Support LAN/WAN infrastructure setup and maintenance.</li><li>Act as the primary technical contact for assigned field projects, coordinating across multiple teams.</li><li>Diagnose and resolve technical issues with a focus on timely and effective solutions.</li><li>Maintain accurate documentation of installations, inventory, and service records.</li><li>Participate in network monitoring and escalation rotations.</li><li>Travel to various sites to perform IT-related maintenance and installations.</li></ul><p><br></p>
<p><strong>Key Responsibilities</strong></p><ul><li>Administer and manage employee benefits programs including health, dental, vision, life insurance, disability, FSA/HSA, and 401(k).</li><li>Serve as the primary point of contact for employee benefits inquiries, providing timely and accurate support.</li><li>Coordinate and support the annual open enrollment process, including system updates, employee communications, and vendor collaboration.</li><li>Process and audit benefit enrollments, changes, and terminations in HRIS and carrier systems.</li><li>Ensure compliance with federal and state regulations such as COBRA, ACA, ERISA, and HIPAA.</li><li>Partner with payroll to ensure accurate benefits deductions and resolve discrepancies.</li><li>Collaborate with brokers and vendors to manage benefits plans and resolve employee issues.</li><li>Maintain accurate and confidential records, reporting, and documentation.</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 looking for a highly organized and detail-oriented Logistics Clerk to join our team in Haltom City, Texas. In this long-term contract position, you will play a key role in managing customer accounts, ensuring timely responses to inquiries, and maintaining high standards of customer service. This role requires a proactive approach to problem-solving and a commitment to delivering exceptional service in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Oversee and manage multiple customer accounts, ensuring all interactions and processes align with company standards.<br>• Handle logistics, contract management, and customer relations to maintain smooth operations and foster positive relationships.<br>• Communicate effectively with internal and external customers through both written and verbal channels.<br>• Process order entries from purchase orders and create accurate quotes following established procedures.<br>• Review contracts for accuracy, resolve discrepancies, and ensure compliance with company policies and guidelines.<br>• Utilize enterprise systems, such as SAP, to input and extract material data efficiently and accurately.<br>• Maintain and organize customer files using tools like SharePoint, ensuring records are up-to-date and accessible.<br>• Identify potential risks in contract changes and recommend solutions to mitigate impacts.<br>• Collaborate on special projects, addressing challenges and implementing improvements as needed.<br>• Stay informed about company products and procedures to provide accurate information and support to customers.
We are looking for an experienced Collections Specialist to join our team in DFW Airport, Texas. In this Contract-to-Permanent position, you will play a crucial role in managing and resolving both commercial and consumer accounts, ensuring timely payments and maintaining accurate records. This opportunity is ideal for professionals with a strong background in credit and billing collections.<br><br>Responsibilities:<br>• Handle commercial and consumer collection accounts, ensuring timely resolution of outstanding balances.<br>• Communicate effectively with clients to address billing discrepancies and negotiate payment terms.<br>• Monitor account activity and proactively identify overdue payments.<br>• Maintain detailed and accurate records of all collection activities.<br>• Collaborate with internal teams to verify account information and resolve disputes.<br>• Prepare and generate reports on collection performance and account statuses.<br>• Follow established protocols and compliance standards in all collection efforts.<br>• Develop strategies to improve recovery rates and reduce outstanding debt.<br>• Provide exceptional customer service while addressing payment concerns.<br>• Stay updated on industry best practices and regulations related to collections.
We are looking for a detail-oriented and organized Receptionist to join our team on a contract basis in Dallas, Texas. This role is ideal for someone who excels at multitasking and has a friendly demeanor, as you will be the first point of contact for visitors and callers. If you have a proven ability to handle multi-line phone systems and enjoy providing excellent customer service, we encourage you to apply.<br><br>Responsibilities:<br>• Greet visitors and ensure they are directed to the appropriate person or department.<br>• Answer and manage inbound calls using a multi-line phone system effectively and professionally.<br>• Maintain the reception area, ensuring it is tidy and welcoming.<br>• Provide accurate information to callers and visitors regarding company policies and services.<br>• Assist with administrative tasks such as scheduling appointments and handling correspondence.<br>• Monitor and manage the switchboard system, ensuring smooth call transfers and communication.<br>• Coordinate with internal staff to address visitor and caller needs promptly.<br>• Handle inquiries and resolve basic issues or direct them to the appropriate department.<br>• Support part-time receptionist duties as required to ensure coverage during peak times.
<p><strong>Key Responsibilities</strong></p><ul><li>Respond to customer inquiries via phone, email, and/or chat in a timely and professional manner.</li><li>Provide accurate information regarding products, services, policies, and account details.</li><li>Resolve customer issues efficiently, escalating complex matters when necessary.</li><li>Maintain detailed and accurate records of customer interactions in the CRM system.</li><li>Process orders, returns, and account updates as needed.</li><li>Collaborate with internal teams to ensure customer needs are met and issues are resolved quickly.</li><li>Follow company procedures and policies to maintain high service standards.</li></ul><p><br></p>
<p>Robert Half is working with a client in Dallas that needs a contract to permanent Desktop Support Analyst. The ideal candidate will have at least 5 years of experience with end user support including software and hardware. </p><p> </p><p><strong>POSITION: DESKTOP SUPPORT</strong></p><p><strong>LOCATION: DOWNTOWN DALLAS 5 DAYS ONSITE</strong></p><p><strong>DURATION: 12 MONTH CONTRACT </strong></p><p><strong>RATE: $27-$32/hr</strong></p><p> </p><p><strong><u>RESPONSIBILITIES </u></strong></p><ul><li>Provides end user support to internal staff </li><li>Resolving hardware and software problems</li><li>Install, configure, and troubleshoot software applications,</li><li>Operating systems, and drivers on various devices</li><li>Manage Office 365 accounts, troubleshoot email and collaboration tool issues,</li><li>Perform regular system updates, patches, and antivirus scans to ensure security and performance</li></ul><p><br></p>
<p><strong>Email Marketing Specialist</strong></p><p><strong>Location:</strong> Dallas, TX 75206 (Hybrid Schedule)</p><p><strong>Duration:</strong> 6-month contract | 20–30 hours/week</p><p><br></p><p>We’re seeking an <strong>Email Marketing Specialist</strong> to support our growing digital marketing efforts across multiple brands under a parent company umbrella. This is a part-time contract role with a hybrid schedule, requiring some onsite collaboration in Dallas, TX. You’ll play a key role in streamlining email operations and ensuring targeted, effective communication with our customer base.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li>Segment email lists across multiple brands to ensure accurate targeting.</li><li>Deploy emails to the correct audiences with precision and consistency.</li><li>Build and maintain a routine email content calendar using HubSpot.</li><li>Assist with email design, testing, and performance tracking.</li><li>Support ongoing optimization of email campaigns based on engagement metrics.</li></ol>
<p>Robert Half is working with an exciting Law Firm in Mesquite, TX looking for a <em><u>Bilingual Receptionist</u></em> to join their team. This position requires this individual to be bilingual in Spanish since you will be communicating with some clients who only speak Spanish. If you are looking to join a great firm and available to interview and start ASAP, please apply to this job posting. </p><p><br></p><p>Job Description:</p><ul><li>The ideal candidate will serve as the first point of contact for clients and visitors, ensuring a welcoming and organized office environment. </li><li>This role requires this person to be Bilingual in Spanish.</li><li>Greet clients and guests in a courteous, professional manner, directing them to the appropriate staff or resources.</li><li>Answer and manage phone lines, emails, and inquiries in both [languages], ensuring clear communication for all parties.</li><li>Schedule appointments, maintain calendars, and update legal records when necessary.</li><li>Assist with administrative tasks such as filing, scanning, copying, and document preparation.</li><li>Handle confidential client information with discretion and in compliance with firm guidelines.</li><li>Collaborate with lawyers, paralegals, and other team members to support the daily operations of the law office.</li><li>Previous experience in an administrative or receptionist role, ideally in a legal or professional services environment.</li><li>Strong organizational, multitasking, and time management skills.</li><li>Excellent written and verbal communication abilities.</li><li>Proficiency with office technology (e.g., Microsoft Office Suite) and familiarity with legal software is a plus.</li><li>Customer service experience in a fast-paced setting.</li></ul>
<p>Robert Half is seeking a professional and customer-focused <strong>Receptionist</strong> to serve as the face of our client’s organization in <strong><u>Addison, TX. </u></strong>The ideal candidate will create a welcoming atmosphere for employees, visitors, and callers, while skillfully handling administrative tasks that support the smooth operation of the office. This role is perfect for someone who thrives in a fast-paced environment and enjoys interacting with people.</p>
<p><strong>Digital Marketing Specialist</strong></p><p><strong>Location:</strong> Irving, TX 75063 (Hybrid Schedule)</p><p><strong>Duration:</strong> 2-month contract, full-time (40 hours/week)</p><p><br></p><p>Robert Half is seeking a <strong>Digital Marketing Specialist</strong> with strong HubSpot expertise to support a fast-paced marketing team for a leading client in Irving, TX. This is a hybrid role requiring onsite presence three days per week. The ideal candidate is a data-driven marketer with a passion for crafting impactful campaigns across digital channels.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> • Develop and optimize digital marketing campaigns using HubSpot, including email marketing, lead generation, and automation workflows.</p><p> • Execute inbound marketing strategies to attract and convert high-quality leads.</p><p> • Build and manage HubSpot workflows, lead scoring models, and segmentation strategies.</p><p> • Collaborate with cross-functional teams to create SEO-friendly content for blogs, landing pages, and email campaigns.</p><p> • Monitor campaign performance using analytics tools and refine strategies to maximize ROI.</p><p> • Align marketing efforts with sales and customer relationship teams through CRM integrations.</p><p> • Stay current on digital marketing trends and HubSpot updates to enhance campaign effectiveness.</p><p><br></p><p><strong>Email Marketing Focus:</strong></p><p> • Strategize and execute email campaigns aligned with business goals.</p><p> • Analyze performance metrics (CTR, open rates, conversions) and apply insights to improve results.</p><p> • Create personalized, engaging email content and manage A/B testing initiatives.</p><p> • Ensure responsive design and brand consistency across email communications.</p><p> • Build targeted customer lists and manage segmentation for improved outreach.</p>
<p>Are you a friendly and organized professional who thrives on creating excellent first impressions? Our manufacturing company is seeking a welcoming and detail-oriented <strong>Receptionist</strong> to be the face of our organization and provide essential administrative support.</p><p>Key Responsibilities:</p><ul><li><strong>Front Desk Duties:</strong> Greet visitors, clients, and employees with professionalism and a positive attitude while managing the visitor log.</li><li><strong>Phone Communication:</strong> Answer and direct incoming calls promptly and accurately, addressing inquiries or redirecting as appropriate.</li><li><strong>Mail and Package Handling:</strong> Sort and distribute incoming mail and manage outgoing shipments efficiently.</li><li><strong>Scheduling Support:</strong> Assist with scheduling meetings, conference rooms, and appointments as needed.</li><li><strong>Office Supplies Management:</strong> Monitor and order office supplies to ensure the smooth operation of the workspace.</li><li><strong>Clerical Support:</strong> Help with basic administrative tasks such as data entry, filing, photocopying, and maintaining office organization.</li><li><strong>Safety Check-In:</strong> Maintain compliance with company safety protocols for visitors, ensuring they are aware of and follow plant safety procedures.</li></ul><p><br></p>
<p>Robert Half is pleased to share a Contract to Permanent Accounts Receivable job opportunity with a growing organization in Fort Worth, TX! This position is responsible for B2B collections, resolving customer billing problems, cash applications, account reconciliations, and reducing accounts receivable delinquency. This is an onsite position that will interview and start immediately. If you are interested in this position and have strong commercial accounts receivable experience, apply today for immediate consideration!</p><p><br></p><ul><li>Manage accounts receivable by reviewing open balances and conducting proactive collection outreach while maintaining positive customer relationships.</li><li>Investigate and resolve billing discrepancies, reducing delinquent accounts through effective communication and problem-solving.</li><li>Record and apply customer payments (ACH, wire, check, and credit card) in alignment with due dates and company policies.</li><li>Monitor assigned accounts, prepare collection activity reports, and follow up on payment arrangements to ensure timely resolution.</li><li>Draft and send collection correspondence to encourage payment compliance.</li><li>Process credit memos, assist with billing adjustments, and support accurate application of payments.</li><li>Maintain working knowledge of sales tax processes, including uploading exemption certificates into compliance systems.</li></ul>
<p>We are seeking a detail-oriented <strong>Financial Operations Specialist</strong> for a <strong>contract-to-permanent</strong> role with a leading specialty finance company in Fort Worth, TX. This is a 100% onsite position offering the chance to join a dynamic team, gain valuable lending operations experience, and transition into a long-term career.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Post customer payments accurately and on time, ensuring proper allocation and documentation.</li><li>Process ACH transactions, monitor accounts not enrolled in ACH, and facilitate account setup as needed.</li><li>Reconcile daily cash activity, resolve unapplied cash, and ensure bank-to-ledger accuracy.</li><li>Research and resolve NSF (non-sufficient funds) transactions, overpayments, and refunds.</li><li>Apply insurance checks and dual-party payments in line with company policies.</li><li>Book newly acquired loans, process loan draws, collateral substitutions, and modifications with accuracy and compliance.</li><li>Reconcile loan balances and securitized accounts, ensuring proper reporting and compliance with agreements.</li><li>Track and apply secured asset sales, adjusting loan balances and asset values as required.</li><li>Support audits by gathering documentation and maintaining accurate financial records.</li><li>Assist in the invoicing approval process and ensure compliance with company guidelines.</li></ul>
<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>
<p>We are looking for a knowledgeable HRIS Implementation Specialist to join our team in Richardson, Texas. In this contract role, you will play a critical part in integrating HR and finance systems, ensuring seamless data flow, and enhancing organizational efficiency. This position offers the opportunity to work onsite and collaborate with cross-functional teams in the dynamic healthcare industry. </p><p><br></p><p>Responsibilities:</p><p>• Manage the flow of data between internal systems and downstream platforms, including Bamboo HR and Sage Intacct, to support payroll, billing, accounting, and operational reporting.</p><p>• Optimize HR and financial data integration processes to generate profitability reports at both customer and market levels.</p><p>• Oversee billing and payroll implementations, ensuring accuracy and efficiency in payments for procedural services.</p><p>• Conduct parallel payroll testing to transition towards a streamlined, single payroll solution in coordination with relevant teams.</p><p>• Generate detailed operating statistics for financial reporting and provide analytics to support decision-making by field teams and stakeholders.</p><p>• Facilitate the integration of expense reporting systems, transitioning workflows from Bill.com to Bamboo HR.</p><p>• Collaborate with HR, Operations, Finance and Accounting teams to align systems and achieve process cohesion.</p><p>• Act as an on-site liaison to ensure smooth communication and project implementation across departments.</p><p>• Maintain a high standard of data accuracy during system migrations and integrations.</p><p>• Coordinate with cross-functional teams to ensure all data transitions align with organizational objectives.</p>
We are looking for a reliable and personable Receptionist to join our team on a contract basis in Dallas, Texas. In this role, you will be the first point of contact for visitors and callers, ensuring smooth communication and providing excellent customer service. This part-time position requires someone who is organized, dependable, and skilled at managing a multi-line phone system.<br><br>Responsibilities:<br>• Greet and assist visitors, providing a welcoming and dependable first impression.<br>• Answer and direct incoming calls using a multi-line phone system, ensuring inquiries are handled efficiently.<br>• Manage switchboard operations for phone lines ranging from 1 to 10.<br>• Provide accurate information to callers and visitors regarding company services or personnel.<br>• Maintain an organized and tidy reception area, projecting a dependable image.<br>• Handle basic administrative tasks, such as scheduling appointments and managing correspondence.<br>• Collaborate with team members to address any operational needs or concerns.<br>• Ensure confidentiality and security when handling sensitive information.
We are looking for an Accounts Receivable Specialist to join our team in Flower Mound, Texas, on a Contract-to-permanent basis. In this role, you will play a critical part in managing invoicing, collections, and cash applications, ensuring accuracy and efficiency in financial operations. This position offers a dynamic work environment within a growing organization.<br><br>Responsibilities:<br>• Prepare and distribute invoices with precision, adhering to both client and internal guidelines.<br>• Review contractual agreements to identify billing specifications and resolve discrepancies.<br>• Analyze and adjust billing data provided by analysts prior to finalizing invoices.<br>• Maintain and update billing records and databases using Microsoft Access and Excel.<br>• Generate detailed billing reports for internal stakeholders and external clients.<br>• Conduct follow-ups on overdue accounts to facilitate timely payments.<br>• Collaborate with operational teams to ensure billing aligns with accrued project expenses.<br>• Assist in forecasting and analyzing project-related billing data.<br>• Perform additional duties as assigned to support the accounts receivable function.
We are looking for a skilled Collections Specialist to join our team in Westlake, Texas, on a Contract-to-Permanent basis. In this role, you will play a vital part in managing and resolving outstanding accounts while fostering positive relationships with customers. This position offers an excellent opportunity for individuals with strong analytical and communication skills to thrive in a dynamic environment.<br><br>Responsibilities:<br>• Analyze customer account statements to identify inaccuracies or discrepancies and develop solutions to resolve them.<br>• Investigate and address reasons for non-payment, working collaboratively with customers to facilitate timely resolution.<br>• Manage a portfolio of 200–250 business-to-business (B2B) accounts weekly, ensuring consistent follow-ups and progress tracking.<br>• Guide customers in addressing billing issues and adhering to payment terms through clear and tactful communication.<br>• Maintain accurate and up-to-date account records within the company’s system, utilizing NetSuite for data management.<br>• Organize and analyze data using Microsoft Excel, applying basic formulas and formatting as needed.<br>• Document all account activities and resolutions to ensure a comprehensive record of interactions.<br>• Monitor payment schedules and work towards bringing accounts back into compliance with agreed terms.<br>• Provide regular updates and reports on account statuses to relevant stakeholders.
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.
