<p>The Customer Service Representative is responsible for providing prompt, courteous, and knowledgeable support to customers, ensuring a positive experience and the resolution of issues or inquiries. This role serves as a primary contact for product, service, and account questions, and works closely with internal teams to deliver high-quality service. The ideal candidate demonstrates strong communication skills, a service mindset, and proficiency with standard office and customer relationship management (CRM) software.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to inbound customer inquiries by phone, email, or chat with professionalism and empathy</li><li>Listen actively to customer concerns and resolve issues by providing accurate information, solutions, or escalating matters appropriately</li><li>Document customer interactions and outcomes in CRM systems, ensuring records are complete and up-to-date</li><li>Maintain current knowledge of products, services, policies, and procedures</li><li>Process orders, returns, exchanges, and other customer requests efficiently and accurately</li><li>Collaborate with internal teams to resolve customer needs and follow up on outstanding issues</li><li>Identify opportunities to enhance customer satisfaction and gather feedback for continuous improvement</li><li>Uphold confidentiality and security standards when handling sensitive information</li><li>Support a positive team environment and participate in ongoing training and process improvement initiatives</li></ul><p><br></p>
<p>The Customer Service Specialist plays a key role in delivering exceptional support to clients and customers by addressing inquiries, resolving issues, and ensuring a positive experience. This position requires strong communication skills, a service-oriented approach, and proficiency in CRM systems and standard office software. The Customer Service Specialist serves as a primary contact for incoming requests, collaborating with internal teams to meet customer needs efficiently and effectively.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to inbound customer inquiries via phone, email, or chat in a courteous and professional manner</li><li>Resolve customer concerns, troubleshoot problems, and escalate complex issues as needed</li><li>Document interactions within CRM systems, ensuring accurate and complete records</li><li>Provide product, service, or policy information as requested</li><li>Maintain up-to-date knowledge of company offerings, procedures, and policies</li><li>Collaborate with internal departments to meet customer expectations and follow up on outstanding issues</li><li>Process orders, returns, and exchanges accurately and efficiently</li><li>Identify opportunities to improve customer satisfaction and report feedback to management</li><li>Uphold confidentiality and handle sensitive information appropriately</li><li>Support a team environment and contribute to ongoing process improvement initiatives</li></ul>
<p>The Facilities Coordinator plays a vital role in ensuring the smooth operation, safety, and maintenance of our company’s physical offices and workspaces. This position is responsible for coordinating office services, managing vendor relationships, and providing support for facility-related projects and daily activities. The Facilities Coordinator works cross-functionally to deliver efficient solutions, maintain compliance standards, and create a positive work environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate day-to-day office operations, including maintenance, cleaning services, and repairs</li><li>Serve as primary contact for facility-related issues, responding promptly to requests and resolving problems</li><li>Manage vendor relationships for supplies, service providers, and maintenance contracts</li><li>Oversee safety, security, and compliance protocols within offices</li><li>Support office moves, renovations, and space planning initiatives</li><li>Monitor inventory of office supplies and place orders as needed</li><li>Maintain accurate records of facility expenses, warranties, and inspections</li><li>Assist with coordinating conference room setups, equipment needs, and event logistics</li><li>Communicate regularly with building management and internal teams to address operational concerns</li><li>Ensure compliance with company policies and local regulations</li><li>Handle administrative duties related to facilities, such as managing invoices and service requests</li></ul><p><br></p>
<p>The Administrative Assistant is responsible for performing day-to-day administrative and technical support in an insurance office environment. This role assists Underwriters or Account Executives in coordinating underwriting and customer service processes for assigned programs. Duties include answering inbound calls, greeting visitors, performing receptionist tasks, and maintaining the accuracy of critical insurance documents and records.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and process applications for new and renewal insurance business</li><li>Provide basic client services, such as issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards</li><li>Prepare, review, and analyze technical documents for accuracy and completeness</li><li>Maintain policy management systems and ensure complete and accurate files</li><li>Invoice, track receivables, and assist with accounting discrepancies</li><li>Prepare premium finance agreements and manage related processes</li><li>Support developing presentations to customers and prospects</li><li>Assist with claims handling instructions and loss control program implementation</li><li>Order, track, and follow up on loss runs, MVR’s, and other reports</li><li>Address or refer underwriter and client inquiries as needed</li><li>General administrative office support, including receptionist duties and data entry</li></ul><p><br></p>
We are looking for a reliable and detail-oriented Receptionist to join our team in Dallas, Texas. This is a Contract to permanent position that provides an excellent opportunity for growth and skill development. The ideal candidate will play a vital role in ensuring the smooth operation of the office and delivering exceptional service to both visitors and team members.<br><br>Responsibilities:<br>• Serve as the first point of contact by welcoming visitors and managing light traffic in the reception area.<br>• Answer and direct incoming calls using a multi-line phone system efficiently.<br>• Assist with administrative tasks, including office services and human resources support, as needed.<br>• Provide overflow assistance to paralegals and handle assigned paralegal tasks with due diligence.<br>• Collaborate with the Director of Administration to ensure office operations run smoothly.<br>• Maintain an organized and detail-oriented front desk environment.<br>• Support the team with other challenging tasks as requested.<br>• Learn and utilize standard software systems used by the firm.
Join a supportive, fast‑paced team dedicated to helping homeowners navigate their mortgage questions and stay on track with their accounts. In this advisory‑focused role, you’ll guide customers through solutions, answer questions, and provide clear, compassionate support. <br> What You’ll Do Deliver exceptional, positive customer service on every call Reach out to homeowners to understand their situation and provide guidance on available payment options Assist with inbound questions including escrow, website navigation, payoffs, and general account support Help customers process payments and connect eligible homeowners with refinance opportunities Participate in ongoing onsite training to stay current on mortgage policies and best practices Work toward team performance goals while maintaining high customer satisfaction
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 detail oriented who is comfortable handling full-cycle bookkeeping, supporting tax preparation during busy season, and working directly with clients in a detail oriented 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>detail oriented 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)
<p>We are looking for a motivated Office Assistant to join this office in Irving, Texas. In this role, you will help create a welcoming and efficient workplace environment while collaborating with colleagues across multiple locations. This is a long-term contract position, offering an excellent opportunity for career growth and meaningful contributions to the organization.</p><p><br></p><p>Responsibilities:</p><p>• Foster a positive and engaging workplace atmosphere by interacting with employees and visitors in a detail-oriented and approachable manner.</p><p>• Conduct regular audits and provide support by walking through multiple floors to ensure compliance and operational efficiency.</p><p>• Coordinate and assist with planning site-specific and cross-departmental events, contributing to the success of impactful initiatives.</p><p>• Create and update Standard Operating Procedure documents and manage tracker spreadsheets to maintain organized and accurate records.</p><p>• Offer guided tours to individuals or groups, highlighting workplace amenities and production areas while serving as a resource for navigation.</p><p>• Educate employees on submitting service tickets to address their needs and ensure smooth operations.</p><p>• Collaborate with peers across different states using Microsoft Teams and other communication tools to foster teamwork and consistency.</p><p>• Capture photographs in both group settings and candid moments to support workplace events and documentation.</p><p>• Maintain reliability and punctuality to consistently meet deadlines and fulfill assigned tasks.</p><p>• Occasionally work overtime to meet project deadlines, ensuring all responsibilities are completed effectively.</p>
<p>The Front Desk Coordinator acts as the welcoming face of our office, providing exceptional customer service while managing the day-to-day operations of the reception area. This professional is responsible for greeting visitors, handling incoming calls, and supporting administrative functions to ensure a smooth and efficient front office experience. The ideal candidate is organized, personable, and able to multitask in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors promptly and professionally, directing them to the appropriate team member or department</li><li>Answer, route, and manage a high volume of incoming calls</li><li>Maintain the appearance and cleanliness of the reception area and conference rooms</li><li>Coordinate meeting schedules, conference room bookings, and facilitate guest sign-in procedures</li><li>Receive, sort, and distribute mail, packages, and deliveries</li><li>Assist with data entry, filing, and other administrative tasks as assigned</li><li>Manage calendars and support scheduling for team members as needed</li><li>Uphold security standards and ensure guest confidentiality</li><li>Support special projects and office events as needed</li></ul><p><br></p>
<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>
We are looking for a skilled Attorney to join a nationally recognized law firm as the founding associate of its new Dallas, Texas office. This role offers a unique opportunity to lead civil litigation efforts while establishing the firm’s presence in the region. The position combines legal expertise with strategic leadership, creating a pathway for significant career growth and influence.<br><br>Responsibilities:<br>• Represent clients in various civil litigation cases, including handling pleadings, motions, discovery, depositions, hearings, mediations, and trials.<br>• Act as the primary legal representative for the Dallas office, fostering strong relationships with clients and the community.<br>• Collaborate with firm leadership to develop market strategies, drive client acquisition, and engage in community outreach.<br>• Provide strategic legal advice that anticipates client needs and emphasizes proactive solutions.<br>• Work closely with attorneys across diverse practice areas to deliver comprehensive legal services.<br>• Establish best practices and operational processes as part of the new office setup.<br>• Maintain a client-focused approach, prioritizing effective outcomes and long-term partnerships.<br>• Participate in initiatives to strengthen the firm's regional branding and presence.
<p>The Data Entry Specialist is responsible for accurately entering, updating, and maintaining various types of information in digital and paper formats within the organization’s databases and systems. This role supports daily operations by ensuring data integrity and confidentiality while performing administrative tasks in a professional office environment. The Data Entry Specialist may also provide general administrative support and collaborate with other teams to achieve business goals.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Enter, update, and verify data in company databases and systems with high accuracy and attention to detail</li><li>Review and correct data discrepancies to ensure data integrity</li><li>Organize and maintain file systems, both electronic and physical</li><li>Assist with document scanning, filing, and retrieval as needed</li><li>Generate reports and assist with data analysis upon request</li><li>Communicate effectively with internal teams to obtain required information and resolve issues</li><li>Perform basic administrative tasks, such as answering phones, handling mail, and supporting office operations</li><li>Maintain confidentiality of sensitive information and adhere to company policies and procedures</li><li>Meet assigned deadlines while managing multiple tasks in a fast-paced environment</li></ul><p><br></p>
<p>We are seeking a highly organized and detail-oriented Senior Administrative Assistant to support our lead underwriter in a wholesale brokerage specializing in property & casualty and excess & surplus lines. This role is ideal for candidates with a P& C license and direct industry experience, including knowledge of excess & surplus lines and wholesale brokerage operations. You will provide advanced administrative support, managing documentation for insurance policies, handling internal email inboxes, and assisting underwriters by setting up new submissions and learning company systems. This is an internally-focused role with substantial collaboration across underwriting teams.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Set up new policy submissions and manage internal documentation workflows</li><li>Request loss runs, order inspections, and maintain accurate tracking of all related communications</li><li>Communicate and coordinate with underwriters internally, minimal to no direct client interaction</li><li>Handle internal email inbox and ensure timely responses using corporate templates</li><li>Assist lead underwriter by alleviating administrative tasks, allowing focus on core underwriting duties</li><li>Maintain strict organization and attention to detail with all aspects of policy documentation</li><li>Learn and utilize company systems with support from corporate training</li><li>Work with internal teams to ensure receipt, distribution, and archiving of policy documents</li><li>Use MS Office Suite for documentation, tracking, reporting, and daily administrative tasks</li><li>Support compliance with internal workflows and industry guidelines</li></ul><p><br></p>
<p>We are seeking a professional for a <strong><u>contract Executive Assistant position</u></strong> at a construction firm in <strong><u>Dallas, Texas. </u></strong>You will provide support to multiple senior executives and this role is ideal for someone with exceptional communication and multitasking skills, particularly in the construction or contractor industry. The role requires a detail-oriented individual who can manage executive schedules, travel arrangements, and departmental tasks with precision and confidentiality.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative support to Corporate Services executives, ensuring seamless daily operations.</p><p>• Serve as a liaison between executives and internal or external stakeholders, maintaining confidentiality and a high standard of conduct.</p><p>• Manage complex calendars, prioritize appointments, and quickly adapt to scheduling changes.</p><p>• Coordinate recurring team meetings and special events, handling logistics, materials, and technology requirements.</p><p>• Arrange domestic and occasional international travel plans, including transportation, lodging, and itinerary adjustments.</p><p>• Prepare, reconcile, and submit expense reports accurately and on time, following company policies.</p><p>• Process invoices with appropriate coding and collaborate with Accounts Payable for timely and accurate transactions.</p><p>• Oversee departmental needs such as document management, supply orders, and tracking project statuses.</p><p>• Resolve scheduling conflicts proactively while anticipating and addressing executive needs.</p><p>• Assist with additional projects and administrative tasks as needed to support the team.</p>
<p>LITIGATION LEGAL ASSISTANT URGENTLY NEEDED!</p><p> </p><p>Calling all Litigation Legal Assistants. Fantastic opportunity at a well known downtown Dallas firm to support extremely nice attorneys! Ideal candidate will have a minimum of 5 years of progressive experience supporting a complex litigation desk. Previous experience providing document preparation and revision, including styling and formatting legal documents; managing busy calendars, mediations and depositions is required. Heavy client interaction, both written and verbal is a big part of this desk. Must have experience with e-filing in state and federal courts and know how to format briefs. Bring your happy back to your days. Confidentially email your resume directly to</p><p>Rosemarie.jones< at > roberthalf.< com ></p>
We are looking for an experienced Accounting Assistant to join our team in Plano, Texas. This is a long-term contract position offering the opportunity to contribute to a collaborative and detail-oriented environment. The role will initially require part-time hours, with the potential to expand to ongoing work as responsibilities grow.<br><br>Responsibilities:<br>• Process accounts payable transactions accurately and on a semi-monthly basis.<br>• Manage accounts receivable tasks, including invoicing clients and handling check deposits.<br>• Perform monthly bank reconciliations to ensure financial accuracy.<br>• Assist in coding invoices and updating financial records within Dynamics 365 Business Central.<br>• Generate recurring and project-specific invoices for clients based on detailed data requirements.<br>• Maintain and update template-based map libraries on a regular schedule.<br>• Review incoming mail and address administrative tasks related to accounting functions.<br>• Support budgeting processes and general ledger updates as needed.<br>• Utilize office tools, such as Excel and Word, to complete various accounting and office tasks.<br>• Collaborate with team members to ensure smooth operations in a casual and supportive work environment.
<p>Job Description: Bilingual Administrative Assistant (Spanish/English) – Contract to Hire</p><p>Overview: Our company is seeking a motivated and detail-oriented Bilingual Administrative Assistant (Spanish/English) for a contract-to-hire opportunity. In this critical support role, you will work across teams to help drive efficiency, ensure exceptional communication, and provide vital administrative support in both English and Spanish. This is an excellent opportunity for professionals with strong organizational and digital skills looking for a flexible path to permanent employment.</p>
<p>Job Description: Bilingual Administrative Assistant (Spanish/English) – Contract to Hire</p><p>Overview: Our company is seeking a motivated and detail-oriented Bilingual Administrative Assistant (Spanish/English) for a contract-to-hire opportunity. In this critical support role, you will work across teams to help drive efficiency, ensure exceptional communication, and provide vital administrative support in both English and Spanish. This is an excellent opportunity for professionals with strong organizational and digital skills looking for a flexible path to permanent employment. </p>
We are looking for a detail-oriented and proactive individual to join our team as a Data Entry/Admin Assistant/Accounting Clerk in Fort Worth, Texas. This role is vital to ensuring the smooth operation of administrative and accounting functions within a legal environment. If you thrive in a structured setting and excel at managing physical and electronic files, supporting staff, and handling basic accounting tasks, we invite you to apply.<br><br>Responsibilities:<br>• Accurately input invoices, receipts, and financial data into accounting systems.<br>• Assist with tracking expense reports and reimbursement processes.<br>• Organize and maintain physical and electronic files for accounting and billing purposes.<br>• Support accounts payable and receivable tasks as directed by management.<br>• Ensure proper filing, labeling, and retrieval of documents following established procedures.<br>• Scan, digitize, and securely store sensitive documents electronically.<br>• Perform routine clerical tasks such as photocopying, mailing, and document preparation.<br>• Cover front desk responsibilities as needed, ensuring courteous interaction.<br>• Assist with daily coffee preparation and light kitchen organization.<br>• Maintain confidentiality of sensitive and legal information at all times.
<p>The Receptionist serves as the first point of contact for visitors, clients, and staff, representing our company with professionalism and courtesy. This position is responsible for greeting guests, managing incoming calls, handling basic administrative tasks, and maintaining an organized and welcoming front office environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, directing them to the appropriate personnel or meeting rooms</li><li>Answer, screen, and route incoming calls promptly and professionally</li><li>Respond to general inquiries via phone, email, or in-person</li><li>Receive and distribute mail, packages, and deliveries</li><li>Maintain the reception area’s appearance and ensure it is tidy and welcoming</li><li>Schedule appointments, meetings, and maintain conference room calendars</li><li>Assist with administrative support tasks, such as data entry, filing, and copying documents</li><li>Handle sensitive information with confidentiality and discretion</li><li>Support other departments with special projects or tasks as needed</li></ul>
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!!!
<p><strong>🔥 Controller – Lead the Financial Future of a Thriving, People‑First Company</strong></p><p><strong> </strong></p><p><strong>Why This Role Is Special</strong></p><p>Some companies talk about stability — this one <em>lives</em> it. Decades of steady growth. A leadership team that values people as much as performance. A workplace where employees stay for years because they genuinely enjoy the work, the culture, and each other.</p><p><br></p><p>If you’re craving a role where you can own the entire accounting function, make a real impact, and still have a life outside the office, this is your moment.</p><p><strong> </strong></p><p><strong>The Opportunity</strong></p><p>As Controller, you’ll be the financial heartbeat of the organization. This is a hands‑on, high‑visibility role where your expertise shapes the company’s financial clarity, confidence, and long‑term success. You’ll partner with leadership, collaborate across teams, and build strong relationships with external partners — all while steering the company’s fiscal operations with precision and pride.</p><p><strong> </strong></p><p><strong>What You’ll Own</strong></p><ul><li>Full stewardship of the company’s financial records and GAAP‑compliant reporting.</li><li>Preparation and publication of financial statements that leadership relies on.</li><li>Management of external CPA relationships for tax prep and annual audits.</li><li>Oversight of banking and lending institution partnerships, including treasury services.</li><li>Daily ownership of accounts payable, accounts receivable, and general ledger activity.</li><li>Payroll processing twice per month — accurate, timely, and seamless.</li><li>Frequent interaction with internal teams and external partners, representing the company with professionalism and positivity.</li></ul><p><strong> </strong></p>
Key Responsibilities<br>• Prepare, review, and issue client invoices for agency fees, project-based work, media placements, and production expenses.<br>• Ensure billing aligns with contracts, scopes of work, estimates, and agency rate cards.<br>• Coordinate with Account Managers and Media teams to verify billable hours, expenses, media costs and commissions.<br>• Reconcile billing discrepancies and resolve client billing inquiries promptly.<br>• Track work in progress (WIP) and ensure timely billing cycles.<br>• Manage billing schedules for monthly agency fees, project fees and ongoing campaigns.<br>• Maintain accurate records in accounting system.<br>• Assist with revenue recognition and month-end close activities.<br>• Support audits and provide documentation as needed.<br>• Ensure compliance with agency billing policies and client requirements.<br>Required Qualifications<br>• 2+ years of billing, accounting, or finance experience (agency or professional services preferred).<br>• Strong attention to detail and accuracy.<br>• Excel – intermediate level or higher, Word, Adobe and Teams.<br>• Strong organizational and time-management skills.<br>• Ability to manage multiple clients and deadlines simultaneously.<br>• Excellent written and verbal communication skills.<br>• Self-starter and team oriented.<br>Preferred Qualifications<br>• Experience in an advertising, marketing, media, or creative agency<br>• Proficiency with accounting and billing software, Advantage or Media Ocean a plus. <br>• Familiarity with media billing, pass-through costs, and third-party vendor invoicing.<br>• Understanding of retainers, time-and-materials billing, and project-based billing models.<br>Key Competencies<br>• Analytical thinking and problem-solving<br>• Collaboration across departments<br>• Client-focused mindset<br>• Confidentiality and professionalism
<p>Our client is looking for an <strong>Accounting Manager</strong> who thrives in complexity, loves building structure, and knows how to turn operational chaos into clean, accurate, reliable financials. If you’re the kind of accounting leader who rolls up your sleeves, digs into the details, and still sees the big picture, this is your moment.</p><p><br></p><p>This role will guide day‑to‑day accounting activity, elevate internal controls, and partner with operations to ensure every branch, every transaction, and every dollar is accounted for with precision. As the company scales, you’ll help modernize processes, strengthen discipline, and build a finance function that can grow right alongside the business.</p><p><br></p><p>Responsibilities Include:</p><ul><li>Oversee the full accounting ecosystem — from the general ledger to A/R, A/P, billing, inventory activity, and revenue flow</li><li>Keep our financial foundation rock‑solid through disciplined reconciliations and airtight documentation</li><li>Ensure equipment and fixed‑asset activity is captured accurately, from capitalization to depreciation</li><li>Work hand‑in‑hand with operations to sharpen inventory controls, refine cycle count practices, and strengthen reserve strategies</li><li>Champion accurate branch‑level reporting so leadership has a clear, trustworthy view of performance across service, parts, and equipment</li><li>Uphold GAAP standards and internal controls while preparing the organization for audits and regulatory requirements</li><li>Navigate multi‑state tax obligations with confidence — including sales & use, excise, and property‑related filings</li><li>Serve as a trusted partner to auditors, tax advisors, and internal teams</li><li>Lead, mentor, and elevate accounting staff while building consistency across locations</li><li>Identify opportunities to streamline processes, accelerate close timelines, and enhance reporting quality</li><li>Support budgeting, forecasting, and variance analysis as a key contributor to the finance leadership team</li></ul><p><br></p>
Key Responsibilities:<br><br>Must have - 3+ years of professional services billing experience (Construction, Engineering or Architecture)<br><br>Billing & Invoice Management<br><br>Set up and maintain new projects within the financial system, ensuring client contracts, approved budgets, billing terms, rate tables, and insurance certificates are accurately entered and tracked.<br>Generate and distribute timely monthly invoices to clients, attaching all required backup documentation (e.g., Lien Waivers, supporting forms).<br>Upload invoices and supporting documents to client payment portals.<br>Respond to client inquiries regarding payment processes and provide necessary documentation, such as W9 forms.<br>Collections & Cash Application<br><br>Proactively monitor accounts receivable aging, following up on outstanding balances to ensure timely payments.<br>Provide accounts receivable reports and statements to Project Managers and clients as needed.<br>Partner with the collections team to keep client comments and AR statuses up to date.<br>Apply cash receipts and investigate unidentified payments, working with the accounting team to resolve variances.<br>Contractor & Project Support<br><br>Review contractor invoices for accuracy and inclusion with client billing.<br>Ensure contractors are paid promptly based on contract terms by following up with internal and external stakeholders.<br>Support timely timesheet submissions by coordinating with employees and managers.<br>Prepare ad hoc reports, project summaries, and AR statements to assist Project Managers with project oversight.<br>Qualifications<br><br>Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.<br>Minimum three years’ experience in billing, accounts receivable, or related accounting roles.<br>Prior experience in a professional services and/or multi-entity environment; knowledge of the architecture/engineering/construction sector is beneficial.<br>Strong proficiency in Microsoft Excel is required; experience with Deltek is a plus.<br>Solid understanding of standard contract billing terms — hourly, lump sum, and “not-to-exceed” arrangements.<br>Exceptional attention to detail, accuracy, and organizational skills.<br>Capable of working independently, taking initiative, and managing multiple priorities effectively.<br>Strong written and verbal communication skills with a client service orientation.<br>Demonstrated problem-solving ability to investigate and resolve billing or payment issues.
