We are looking for an experienced Finance Manager to oversee financial operations and guide departmental strategies in accordance with organizational goals. This role requires a strategic thinker who can ensure compliance with regulatory standards while optimizing processes and resources. Based in Dallas, Texas, the ideal candidate will demonstrate strong leadership, analytical skills, and the ability to drive performance improvements.<br><br>Responsibilities:<br>• Develop and implement plans to ensure compliance with regulatory standards and organizational policies.<br>• Communicate strategies effectively and manage departmental changes to align with organizational goals.<br>• Promote exceptional customer service to enhance satisfaction among patients, employees, and physicians.<br>• Evaluate staff education needs and provide necessary training to support attention to detail and growth.<br>• Maintain a safe work environment by assessing and addressing patient safety requirements.<br>• Oversee financial analysis processes, assigning tasks and reviewing results for accuracy.<br>• Create and monitor annual capital and operational budgets to ensure financial compliance.<br>• Analyze cost-effectiveness when considering new technologies, practices, or products.<br>• Support revenue cycle initiatives to optimize financial performance.<br>• Mentor and manage staff to foster a positive and productive work environment.
We are looking for an experienced Fund Accounting Manager to join our team in Dallas, Texas. In this role, you will play a critical part in overseeing fund accounting operations, managing a team, and ensuring compliance with financial regulations. This position offers an excellent opportunity to contribute your expertise in hedge fund accounting and leadership skills to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Manage the fund accounting process, including month-end close, journal entries, and account reconciliations.<br>• Oversee the preparation and review of financial statements and ensure their compliance with applicable accounting standards.<br>• Supervise and mentor a team of accounting professionals, fostering a positive and collaborative work environment.<br>• Perform detailed analysis of financial data to identify and resolve discrepancies or inefficiencies.<br>• Ensure the accuracy and completeness of the general ledger by implementing and maintaining effective controls.<br>• Collaborate with external auditors during financial statement audits, ensuring timely and accurate provision of required documentation.<br>• Drive process improvements and enhance system functionalities to optimize operational efficiency.<br>• Provide leadership and guidance on complex accounting issues, acting as a key resource for team members and stakeholders.<br>• Communicate effectively with clients and internal teams to address inquiries and provide updates on deliverables.<br>• Take ownership of special projects and initiatives to support the growth and success of the accounting department.
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
We are looking for an experienced Commercial Finance Manager to join our team in Plano, Texas. This role requires a strong background in financial analysis and modeling, with a focus on supporting commercial operations. The ideal candidate will bring advanced Excel skills and a proven ability to manage financial processes effectively.<br><br>Responsibilities:<br>• Develop and maintain comprehensive financial models to support business decisions and strategic initiatives.<br>• Perform detailed financial analysis, including variance analysis, to evaluate business performance.<br>• Lead the preparation and management of annual budgets, ensuring alignment with organizational goals.<br>• Collaborate with cross-functional teams to provide insights and recommendations on commercial finance strategies.<br>• Oversee budget processes, identifying areas for improvement and ensuring accuracy.<br>• Analyze financial data to identify trends, risks, and opportunities for the business.<br>• Present financial findings and reports to senior management and stakeholders.<br>• Ensure compliance with internal financial policies and external regulations.<br>• Support decision-making processes by providing accurate and timely financial information.
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.
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will provide comprehensive financial insights to support efficient decision-making and operational effectiveness within the healthcare industry. You will play a key part in preparing budgets, forecasts, and detailed financial analyses to guide strategic initiatives and improve organizational performance.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to assist administrators and department leaders in optimizing operational efficiency and cost management.<br>• Develop and manage operating and capital budgets for assigned departments and areas.<br>• Create 5-year financial forecasts, including projections for statistics, payer mix, payments, and capital expenditures.<br>• Evaluate potential capital acquisitions, new projects, or services, presenting findings and defending recommendations.<br>• Analyze budget versus actual revenue and expense variances using standard and customized reports.<br>• Prepare and deliver verbal or written reports on operational efficiency analyses to management and relevant stakeholders.<br>• Generate management reports as requested to support decision-making processes.<br>• Develop operating pro formas for proposed services, projects, or capital investments and ensure accuracy by collaborating with finance and clinical teams.<br>• Provide financial analysis and recommendations for lease versus buy decisions related to equipment acquisitions.<br>• Act as a liaison between assigned departments and finance teams to ensure alignment and accurate reporting.
<p>We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.</p><p>• Develop and maintain financial models to support forecasting and annual budgeting processes.</p><p>• Prepare and present ad hoc financial reports to assist management in strategic decision-making.</p><p>• Perform variance analysis to evaluate financial performance against expectations.</p><p>• Utilize data mining techniques to extract actionable insights from large datasets.</p><p>• Collaborate with cross-functional teams to provide financial support and guidance.</p><p>• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.</p><p>• Ensure accuracy and compliance in all financial reports and processes.</p><p>• Support continuous improvement initiatives within the financial planning and analysis function.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability.<br><br>Responsibilities:<br>• Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans.<br>• Maintain and update forecasting models to reflect actual results and revised assumptions.<br>• Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses.<br>• Monitor performance against budget and forecast, identifying and explaining significant variances.<br>• Generate comprehensive financial reports, dashboards, and schedules for management review.<br>• Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends.<br>• Analyze financial outcomes by customer, department, and business unit to support strategic business reviews.<br>• Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues.<br>• Perform customer and contract-level financial analyses, including revenue and margin tracking.<br>• Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
We are looking for a skilled Financial Analyst to join a leading financial services firm in Dallas, Texas. In this Contract position with the possibility of becoming permanent, you will play a pivotal role in preparing financial illustrations, supporting commission accounting, and performing detailed financial analyses for high-net-worth clients. This role offers the opportunity to utilize advanced analytical skills in a dynamic environment, with potential for hybrid flexibility after an initial onsite training period.<br><br>Responsibilities:<br>• Develop and maintain life insurance policy illustrations to guide decision-making for high-net-worth clients.<br>• Analyze and manage complex financial data, including payout projections and policy scenarios, ensuring accuracy and reliability.<br>• Perform commission accounting tasks, including calculations and reporting.<br>• Collaborate with sales and operations teams to deliver timely and precise financial analyses.<br>• Enhance existing tools and workflows to improve efficiency and accuracy.<br>• Communicate effectively with internal teams, and occasionally interact with high-net-worth clients to address inquiries and provide clarity.<br>• Identify and address discrepancies or issues in financial data, escalating concerns when necessary.<br>• Ensure all deliverables meet high standards of professionalism and precision.<br>• Support the evaluation of policy structures, premiums, and long-term financial projections.
We are looking for a skilled Financial Analyst to join our team in Lewisville, Texas. In this role, you will be responsible for analyzing financial data, developing forecasts, and providing strategic decision support to drive business growth. This position offers the opportunity to work on a variety of projects, collaborate with different departments, and contribute to key company initiatives.<br><br>Responsibilities:<br>• Create comprehensive five-year forecasts for growth opportunities related to acquisitions, greenfield, and brownfield projects.<br>• Partner with operations teams to formulate growth strategies and analyze the financial performance of past acquisitions.<br>• Provide decision support for capital expenditure projects, lease renewals, and facility integrations, ensuring alignment with organizational goals.<br>• Build and maintain detailed financial models and analyses to guide strategic business initiatives.<br>• Manage monthly reporting for new center budgets and assess their impact on the fiscal year plans.<br>• Offer insights and recommendations to the corporate development team through thorough financial analysis.<br>• Deliver accurate and timely reports, while contributing to ad-hoc analyses as required.
We are looking for a skilled Financial Planning & Analysis Manager to oversee and optimize our organization's capital program in Lewisville, Texas. This role is pivotal in managing capital investments, strengthening financial governance, and delivering accurate reporting to support strategic decision-making. The ideal candidate will collaborate across teams to ensure compliance, enhance operational efficiency, and drive the development of impactful financial tools and processes.<br><br>Responsibilities:<br>• Lead the financial management of the organization's capital portfolio, including budgeting, forecasting, and variance analysis.<br>• Track and monitor monthly capital expenditures, ensuring alignment with approved budgets.<br>• Provide financial expertise to project managers and leadership teams to guide capital investment decisions.<br>• Oversee the capital planning and approval process, ensuring compliance with internal policies and delegated authority requirements.<br>• Develop and deliver detailed reporting, dashboards, and analytics to provide visibility into capital spend and project performance.<br>• Enhance reporting processes by automating workflows and creating standardized procedures.<br>• Conduct financial modeling to assess project outcomes and long-term investment impacts.<br>• Prepare presentations for executive and board-level discussions, highlighting trends, risks, and actionable recommendations.<br>• Maintain robust internal controls to ensure adherence to financial policies and governance standards.<br>• Collaborate with cross-functional teams, including audit, procurement, and legal, to strengthen compliance and readiness for reviews.
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 an experienced Accounting Manager to join our team in Dallas, Texas. This contract-to-permanent position offers an exciting opportunity to oversee and optimize critical accounting operations while leading a small team. The ideal candidate will bring expertise in managing accounts, streamlining processes, and ensuring accuracy in daily financial activities.<br><br>Responsibilities:<br>• Manage day-to-day accounting operations, including accounts receivable, manual data entry, and payment processing.<br>• Supervise invoicing procedures and oversee payment handling, ensuring accuracy and compliance with vendor requirements.<br>• Lead the month-end closing process, working to improve efficiency and reduce the cycle time to meet organizational goals.<br>• Coordinate the year-end closing activities in collaboration with external accounting partners.<br>• Provide leadership to a small team, including an accounting associate and an office administrator, ensuring effective performance and development.<br>• Oversee accounts payable processes, including inventory management and weekly payments, ensuring timely approvals.<br>• Perform monthly reconciliations for bank accounts and corporate credit cards to maintain accurate financial records.<br>• Address and resolve accounting-related issues, such as payment discrepancies, credit adjustments, and invoice concerns.<br>• Ensure compliance with financial regulations and standards across all accounting activities.
<p>Robert Half Finance and Accounting is the world's recognized leader in full-time financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, and taxation. Our relationships with top companies ensure our candidates enjoy competitive pay and challenging assignments with the best career opportunities. Robert Half is a division of Robert Half International, which is included among Fortune magazine's list of "America's Most Admired Companies".</p><p><br></p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)</p><p><br></p><p>General Summary (overview of position and group responsibility)</p><p>We are seeking an Accountant with 1-2 years experience for the Financial Reporting department to perform all duties required to close the consolidated Fund on a monthly basis and to prepare the financial statements. Additional tasks may include assisting the audit and tax groups on a periodic basis. </p><p><br></p><p> </p><p>Position Responsibilities & Duties (in order of priority)</p><p>- Close the books of the Fund on a monthly basis including consolidation of multiple wholly-owned subsidiaries</p><p>- Prepare consolidated financial statements</p><p>- Prepare consolidating financial statements</p><p>- Record journal entries for accruals and reclassifications</p><p>- Record inter-company eliminations</p><p>- Interact with the Operations department to ensure proper cutoff and proper treatment in each accounting period</p><p>- Reconciling reports to ensure data integrity</p><p>- Coordinate close process with Accountant for the subsidiaries</p><p>- Enter monthly internal P&L true-ups</p><p><br></p><p><br></p><p>Job Requirements</p><p><br></p><p>Required Job Skills (skills that are absolutely necessary for this position)</p><p>- CPA license and/or M.S. in Accounting</p><p>- Firm understanding of accounting theory</p><p>- Must have a very outgoing personality and strong relationship building skills</p><p>- Acute attention to detail</p><p>- Excellent knowledge of Excel and Access, including macros and database queries</p><p><br></p><p><br></p><p>Success Factors (core competencies that will contribute to success in this position)</p><p>- Experience in the financial services industry</p><p>- Basic knowledge of financial instruments, including swaps, options, and futures</p><p>- Effective communication</p><p>- Able to work in a highly fluid, less structured environment</p><p>Selling Points (what major things about this job would excite a candidate)</p><p>- This position offers a candidate experience accounting for a wide variety of financial instruments</p><p>- Dynamic environment that allows a candidate to continually broaden knowledge base and skill set</p><p>- Opportunity to work in a fast paced, intellectual environment </p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)</p><p><br></p><p><br></p><p><br></p>
We are looking for a skilled Fund Accountant to manage the financial accounting and reporting for multiple real estate investment funds. This role requires collaboration with various teams, including asset management and third-party administrators, to ensure precise financial operations and compliance with fund agreements. The position is ideal for candidates with experience in real estate, private equity, or fund accounting, who are eager to contribute to accurate reporting and investor relations.<br><br>Responsibilities:<br>• Maintain and update the general ledger, recording daily financial transactions for assigned investment funds.<br>• Prepare comprehensive monthly, quarterly, and annual financial statements for funds and related entities.<br>• Calculate investor allocations, capital calls, and distributions following partnership agreements.<br>• Assist in preparing detailed investor reports and capital account statements.<br>• Reconcile bank accounts, investment activities, and intercompany balances to ensure accuracy.<br>• Track and record operating results at the property level as provided by property managers.<br>• Support fund performance reporting and calculations to ensure accurate data.<br>• Coordinate with external fund administrators, auditors, and tax advisors to meet compliance standards.<br>• Contribute to annual audit processes by preparing schedules and supporting documentation.<br>• Identify opportunities for process improvements and assist with specialized financial analyses.
<p>We are looking for a skilled Investment Accounting Analyst to join our large publicly traded insurance client in North Dallas. In this role, you will play a crucial part in managing financial data, analyzing investment trends, and supporting decision-making processes for our insurance subsidiaries. Your expertise will contribute to optimizing financial models, ensuring compliance, and driving efficiency in reporting and accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Design and manage financial models to support forecasting, budgeting, and scenario analysis.</p><p>• Perform detailed analyses of investment data to identify trends, risks, and opportunities.</p><p>• Prepare and deliver comprehensive financial reports for management, boards of directors, and other stakeholders.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Evaluate potential investments and acquisitions to support business growth.</p><p>• Work with IT teams to improve data systems and ensure the accuracy and accessibility of financial information.</p><p>• Develop dashboards and reports to enhance insights into financial performance.</p><p>• Utilize programming tools like Python or R to automate processes and improve operational efficiency.</p><p>• Ensure accurate accounting and reporting for complex investment portfolios, including equities, fixed income, and alternative assets.</p><p>• Partner with auditors and regulatory bodies to ensure compliance with industry standards and company policies.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an experienced VP/Director of Finance to lead financial strategy and operations for a large growing PE backed Healthcare firm in Dallas (REMOTE). This role is critical to driving long-term value creation, overseeing financial planning, and aligning analytics with overall business goals. The ideal candidate will excel in private equity environments and demonstrate expertise in budgeting, forecasting, and performance analysis.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of annual budgets, rolling forecasts, and long-term financial plans across multiple entities.</p><p>• Build advanced financial models to support mergers and acquisitions, growth initiatives, integration projects, and capital allocation decisions.</p><p>• Collaborate with executive leadership and private equity partners to deliver actionable financial insights and reports.</p><p>• Prepare board-level materials, investor presentations, and ad hoc analyses to support strategic decision-making.</p><p>• Conduct scenario modeling and sensitivity analyses to evaluate potential business outcomes.</p><p>• Partner with operations and clinical teams to analyze key healthcare metrics, including productivity, compensation structures, and reimbursement trends.</p><p>• Identify opportunities to enhance profitability, scalability, and cash flow across the organization.</p><p>• Manage monthly financial reporting, variance analysis, and dashboard updates to ensure accurate performance tracking.</p><p>• Drive the implementation of automated and standardized analytics processes to support business growth.</p><p>• Build and lead a high-performing FP&A team while fostering a culture of accountability and continuous improvement.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>This well known North Dallas Company is looking for a detail-oriented Contracts Manager to join their team. In this role, you will collaborate closely with business leaders to manage and negotiate contracts across various functions, including construction, leasing, and purchasing. This position requires a strong understanding of contract compliance, risk assessment, and negotiation strategies to ensure alignment with company protocols and objectives.</p><p><br></p><p>Responsibilities:</p><p>• Partner with business leaders to provide guidance throughout the procurement and negotiation phases.</p><p>• Review and evaluate construction contracts, change orders, service agreements, and vendor agreements to identify compliance or liability risks.</p><p>• Redline and revise contractual terms to align with company standards and minimize exposure.</p><p>• Update and maintain standard contract templates to reflect company policies and best practices.</p><p>• Conduct thorough assessments of technical documents to confirm required terms and identify potential issues.</p><p>• Facilitate efficient turnaround of contract reviews while maintaining responsiveness to stakeholders.</p><p>• Offer expert advice during negotiations to secure favorable terms for the company.</p><p>• Ensure all contracts are accurately drafted and meet legal and regulatory requirements.</p><p>• Collaborate with internal teams to address contractual concerns and resolve issues effectively.</p><p>It's time you feel great about you. This open direct-hire position is calling out to you! Email your resume directly to:</p><p>rosemarie.jones<at>roberthalf.<com></p>
<p>We are looking for an experienced Contracts Manager to join our team in Dallas, Texas. In this role, you will oversee the full lifecycle of contracts, ensuring compliance with legal and regulatory standards while collaborating with various departments. This position offers the opportunity to leverage your expertise in managing agreements across a dynamic pharmaceutical environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the entire lifecycle of contracts, from drafting and negotiation to execution and renewal.</p><p>• Collaborate with cross-functional teams, including legal, finance, procurement, and operations, to ensure contracts align with business objectives.</p><p>• Analyze contract language to identify financial and operational implications, proposing practical solutions to mitigate risk.</p><p>• Ensure compliance with regulatory requirements, including Fair Market Value standards, within all agreements.</p><p>• Develop and maintain structured processes to manage contract deliverables and deadlines effectively.</p><p>• Utilize contract management software and tools, such as Adobe and Microsoft Office Suite, to streamline contract administration.</p><p>• Build and maintain positive relationships with internal and external stakeholders to facilitate consensus and successful contract execution.</p><p>• Review and interpret complex pharmaceutical manufacturer agreement terms and processes to support organizational goals.</p><p>• Provide guidance on legal and compliance matters related to contracts.</p><p>• Prepare and present reports on contract status and performance metrics to stakeholders.</p><p>The only way to do great work, is to love what you do! Email your resume directly to</p><p>rosemarie.jones<at>roberthalf.<com></p>
<p><br></p><p>Chris Willhite, CPA at Robert Half has teamed up with a $10 billion+ investment firm to assist in the recruitment of a Tax Manager (Planning / Deal Structuring). This role requires a CPA with strong exposure to complex, multi-tiered investment partnerships with a focus on international and Sub-chapter K. The ideal background is a candidate who works or has worked in public accounting with solid exposure to all aspects of federal taxation. Pay is "market" depending on the candidates skill set. </p><p> </p><p> If interested, please reach out to Chris Willhite on LinkedIn AND send your profile to Chris dot Willhite at RobertHalf (all one word) dot com . </p><p><br></p><p> Here is the job description provided by the hiring company for your review: </p><p> </p><p><strong>Qualifications</strong></p><p><strong> </strong></p><p>The candidate should possess strong academic credentials and organizational skills, and be able to work efficiently and effectively in a team atmosphere or independently. A CPA certification is required. Minimum of five years experience in public accounting tax services is required with an emphasis in financial services and partnership taxation.</p><p> </p><p><strong>Primary Duties</strong></p><p><strong> </strong></p><p>Oversee preparation and review of all investment funds’ tax workbooks, tax financials, Schedule K-1s, tax returns, and extensions within a master-feeder fund structure - Federal and State. </p><p>Research tax issues, tax attributes of current and potential investment vehicles, and tax consequences to investment funds whether domestic or international; communication and recommendation to portfolio managers and analysts based on research performed.</p><p>Monitor and track the income associated with pass-through type investments and obtaining income estimates as necessary. Collect and review all Schedule K-1’s for reportable transactions and state filing requirements.</p><p>Keep apprised of new and proposed tax laws and their impact on the investment funds and management companies.</p><p>Assist in preparation of tax work papers, tax returns, extensions, and payments for all management companies. </p><p>Prepare management companies’ tax calculations and partner allocations quarterly and annually to ensure accurate and timely payments.</p><p>Develop and improve tax compliance procedures/policies/controls consistent with best industry practices.</p><p>Manage ASC 740 for publicly traded entities </p><p>Review foreign entities (forms 5471 and 8865)</p><p> </p><p>If interested, please reach out to Chris Willhite on LinkedIn AND send your profile to Chris dot Willhite at RobertHalf (all one word) dot com .</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.
We are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm.<br><br>Responsibilities:<br><br>• Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem.<br>• Maintain and review complex financial records for clients using accounting software like QuickBooks.<br>• Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members.<br>• Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner.<br>• Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies.<br>• Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes.<br>• Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency.<br>• Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.
<p>We are looking for an experienced Accounting Manager to join our client's team in Fort Worth, Texas, and oversee the financial operations of a rapidly growing construction business. This role is critical in ensuring precise job costing, adherence to compliance standards, and delivering timely financial reports. The ideal candidate will bring strong leadership skills, a deep understanding of construction accounting, and a commitment to maintaining robust internal controls.</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day accounting operations, including accounts payable, accounts receivable, payroll, and general ledger activities.</p><p>• Prepare accurate monthly, quarterly, and annual financial statements in alignment with industry standards.</p><p>• Handle cash flow forecasting, banking relationships, and reconciliation processes to maintain financial stability.</p><p>• Monitor project financials and generate detailed reports on costs, profitability, and progress.</p><p>• Ensure accurate job costing and oversee work-in-progress reporting, cost codes, and billing calculations.</p><p>• Analyze labor, subcontractor costs, materials, equipment usage, and change orders for financial impacts.</p><p>• Review contract documentation, schedules of values, and lien waivers to ensure compliance.</p><p>• Supervise and mentor accounting staff, providing guidance and reviewing work for accuracy.</p><p>• Maintain strong internal controls and ensure compliance with tax regulations, including payroll and sales/use taxes.</p><p>• Optimize construction accounting software usage and identify opportunities for process improvements.</p>
We are looking for an experienced Accounting Manager/Supervisor to join our team in Dallas, Texas. In this role, you will oversee key financial operations while mentoring and guiding the accounting team to ensure organizational success. You will work closely with internal teams and clients to streamline processes, maintain compliance, and deliver accurate financial reporting.<br><br>Responsibilities:<br>• Train and mentor accounting team members, supporting their attention to detail and promoting a collaborative work environment.<br>• Collaborate with clients and internal teams to identify and implement process improvements that enhance efficiency.<br>• Stay informed about industry trends and best practices in construction accounting to deliver innovative solutions.<br>• Oversee compliance checklists for trade partners, ensuring adherence to all regulatory and contractual requirements.<br>• Prepare and review financial compliance reports, coordinating with external auditors as needed.<br>• Manage accurate data entry and reconciliation of bank and credit card transactions within accounting systems.<br>• Support month-end and year-end closing processes, including journal entries and financial reconciliations.<br>• Develop and present accounts payable aging reports, cash flow projections, and other relevant financial metrics.<br>• Act as a liaison between accounting, operations, and project management teams to address financial inquiries and optimize processes.<br>• Provide regular updates to executive leadership on company financial performance and compliance status.
<p>RESPONSIBILITIES: </p><p>• Timely and accurate general ledger journal entries, financial reporting, and clean reconciliations</p><p>• Responsible for continuous improvement and innovation in all general accounting functions</p><p>• supervise 2 direct reports in the management of general accounting tasks and the monthly close process</p><p>DUTIES: </p><p>• Supervise at least 2 direct reports, guiding and reviewing their work </p><p>• Leads and trains assigned general accounting team members </p><p>• Prepare journal entries with a high degree of accuracy, reviewing supporting documentation and providing related analysis as needed within deadlines </p><p>• Research and reconcile various general ledger accounts on a monthly basis and prepare correcting entries as necessary </p><p>• Perform trending analysis of financial activity and identify potential adjustments as well as opportunities for more accurate reporting </p><p>• Prepare commission reporting utilizing various systems and queries, reconciling liabilities to the general ledger with adjusting entries </p><p>• Assist with external audits, including foreign statutory audits. </p><p>• Additional duties as assigned </p><p>Requirements</p><p><br></p><p>EDUCATION and/or EXPERIENCE: </p><p>• 3+ years of experience as an Accountant in a public or private industry </p><p>• Bachelor’s degree in Accounting or Finance required </p><p>• Knowledge of GAAP </p><p>• Experience in a large company with multiple business units </p><p>• Demonstrated growth in the field of accounting </p><p>• CPA is a plus </p><p>• Knowledge of fixed assets and inventory is a plus</p><p>• Experience with Microsoft GP/F&O is a plus</p><p>SKILLS AND ABILITIES: </p><p>• Must be able to multitask and adjust to new situations quickly </p><p>• Must have excellent communication skills, both verbal and written </p><p>• Must be extremely detail-oriented and have a positive attitude</p><p>• Ability to follow set standards and take direction</p><p>• Ability to analyze and propose solutions to problems </p><p>• Excellent organizational skills: accurate and thorough</p><p>• Proficiency in Microsoft Office Suite, including: </p><p> - Word: document formatting, templates, and mail merge </p><p> - Excel: spreadsheets, formulas, pivot tables, v-lookups, data reporting, and analysis</p><p> - Outlook: calendar management, task coordination, and handling high-volume correspondence </p><p><br></p><p><br></p>