We are looking for an experienced Head of Commercial Finance to join our team in Plano, Texas. This role requires a dynamic leader who excels in financial analysis and modeling, with a proven ability to oversee complex budgeting processes and drive strategic decision-making. The ideal candidate will bring extensive expertise in commercial finance, paired with strong analytical skills and a commitment to delivering impactful results.<br><br>Responsibilities:<br>• Develop advanced financial models from scratch to support forecasting, budgeting, and strategic planning.<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Lead the annual budgeting process, ensuring alignment with organizational goals and priorities.<br>• Conduct detailed variance analysis to assess performance against financial targets.<br>• Collaborate with cross-functional teams to provide financial insights and support business strategies.<br>• Manage commercial finance operations, ensuring compliance and efficiency in all processes.<br>• Prepare and present comprehensive financial reports to senior leadership.<br>• Oversee the implementation and optimization of key budget processes.<br>• Train and mentor team members, fostering a culture of continuous improvement and attention to accuracy in their work.
<p>We are currently seeking a dynamic and collaborative Corporate Accounting Manager. The Corporate Accounting Manager will work closely with the VP of Corporate Accounting and is a key contributor to the accounting operations. Strong knowledge of GAAP is required along with solid communication, technology, organizational and analytical abilities. Responsibilities involve full cycle month end close, consolidated financial statement preparation and reporting, reconciliations, and establishing and maintaining internal controls. Previous supervisory experience preferred.</p><p><br></p><p>Responsibilities will include:</p><p>• Compile and analyze financial information to prepare consolidated financial statements, ensuring compliance with GAAP.</p><p>• Assess, establish, and maintain internal controls and document procedures. Monitor departmental workflows to automate processes and enhance efficiency while ensuring accuracy.</p><p>• Train, supervise, and review the work of the accounting staff, including responsibilities such as journal entries, month-end close, property bill-backs, cash management, balance sheet reconciliations, and intercompany transactions.</p><p>• Collaborate with direct reports to establish annual goals and objectives, monitoring progress to support their professional development.</p><p>• Gain a deep understanding of the company’s financial reporting and general ledger structure.</p><p>• Record and ensure appropriate cut-off of revenue in compliance with ASC 606 recognition standards.</p><p>• Oversee the recording of acquisitions, dispositions, and other complex accounting entries.</p><p>• Prepare monthly budget-to-actual and forecast variance analysis, assisting with annual budget preparation.</p><p>• Ensure accurate and timely reporting of consolidated monthly financial information.</p><p>• Collaborate with other departments, including property accounting, homes, and capital expenditure teams, to enhance financial reporting and operational efficiency.</p><p>• Assist third-party tax firms and external auditors with annual filings and audits, coordinating requests for prepared by client (PBC) documentation.</p><p>• Perform other responsibilities as assigned to support the team and the overarching goals of the organization.</p><p><br></p><p>Position Qualifications / Minimum Requirements:</p><p>• Bachelor’s degree in business, accounting, or a related field.</p><p>• 4+ years of experience in public accounting or other relevant roles, with 2+ years in a leadership, supervisory, or managerial capacity.</p><p>• CPA or CPA candidate preferred.</p><p>• Experience in real estate, investment accounting, asset management or REITs is highly desirable.</p><p>• Excellent problem-solving skills and ability to deliver results in a deadline driven environment</p><p>• Strong understanding of accounting and ability to reconcile data to the general ledger and filed return</p><p>• High proficiency with data analysis and knowledge of spreadsheet and database tools</p><p>• Ability to be highly technical with respect to gaining an understanding of the functionality of various systems</p><p>• Assist in the annual budget process</p><p>• Experience in dealing with change management and company integrations</p><p>• Prepare journal entries for acquisitions and dispositions</p><p>• Highly proficient with Microsoft 365 (Outlook, Word, Excel and SharePoint)</p><p><br></p><p><br></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee daily accounting operations for a growing private equity and management company. This role offers a unique opportunity to contribute to multiple facets of the organization, supporting leadership and providing valuable insights for investors. The ideal candidate will bring strong business acumen, meticulous attention to detail, and the ability to enhance existing practices.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily accounting operations, ensuring accuracy and efficiency in processes.</p><p>• Prepare and oversee month-end close procedures, including journal entries and account reconciliations.</p><p>• Maintain the general ledger and ensure compliance with accounting standards.</p><p>• Assist with financial statement audits, providing detailed documentation and support.</p><p>• Collaborate with the Chief Financial Officer to provide financial insights and recommendations.</p><p>• Develop and refine accounting practices to improve workflows and reporting.</p><p>• Ensure timely and accurate preparation of financial reports for investors and leadership.</p><p>• Support investor relations by delivering precise and helpful financial data.</p><p>• Monitor financial activities to identify trends and opportunities for improvement.</p><p>• Uphold compliance with regulatory requirements and internal policies.</p>
We are offering an exciting opportunity for a Senior Manager Financial Reporting in the Real Estate & Property industry located in Dallas, Texas. As a Senior Manager Financial Reporting, you will handle a variety of tasks related to financial reporting, cash flow analysis, and consolidation of financial statements. This role will involve close collaboration with finance leaders across different lines of business and geographical locations.<br><br>Responsibilities:<br>• Manage the preparation of quarterly and annual consolidated statements of cash flows.<br>• In charge of reviewing various consolidated schedules that support the consolidated financial statements and footnote disclosures.<br>• Actively collaborate with controllers and finance leaders in each line of business and geography to comprehend material transactions and other drivers underlying key schedules and reports.<br>• Handle the cash flow implications of M& A, equity transactions, hedge accounting, leases, and other technical areas.<br>• Enhance the process of preparing consolidated cash flow through effective use of existing technology and standardization of inputs.<br>• Assist with projects in adjacent areas of controllership and financial reporting.<br>• Engage with the internal audit function during the testing of internal controls over financial reporting.<br>• Act as a point of contact for external audit requests related to cash flow and other deliverables.<br>• Utilize various Accounting Software Systems, including ADP - Financial Services, BlackLine, EPS, and ERP - Enterprise Resource Planning.<br>• Manage various accounting functions, including accounts payable and auditing.<br>• Monitor and handle balance sheet accounts and budget processes.
We are looking for an experienced Director of Accounting to lead our accounting operations and ensure the organization’s financial integrity. This role requires a strategic thinker who can effectively oversee financial processes, support company growth, and collaborate with senior leadership and external stakeholders. Based in Irving, Texas, this position also involves limited oversight of HR, payroll, IT, and administrative functions.<br><br>Responsibilities:<br>• Supervise the accounting team, managing day-to-day operations and month-end financial close processes.<br>• Ensure accurate preparation and reporting of financial statements, including accounts payable, accounts receivable, and general ledger activities.<br>• Develop and implement financial strategies for budgeting, forecasting, and long-term growth.<br>• Collaborate with private equity stakeholders and senior leadership, providing insights and presenting financial reports.<br>• Ensure compliance with financial regulations and maintain robust internal controls.<br>• Manage payroll operations and ensure timely processing for all employees.<br>• Oversee insurance and benefit administration, optimizing cost-effective plans while ensuring compliance.<br>• Provide limited oversight of outsourced IT services and HR/payroll functions.<br>• Coordinate with external accounting firms for support on specialized financial tasks.<br>• Drive improvements in financial reporting processes and systems to enhance efficiency.
We are looking for a skilled Senior Finance Business Partner to join our team in Plano, Texas. This role is integral in providing strategic financial insights and driving informed decision-making across the Americas organization. The ideal candidate will bring expertise in financial analysis, modeling, and forecasting to support the achievement of business objectives and enhance operational efficiency.<br><br>Responsibilities:<br>• Lead the planning, budgeting, and forecasting processes for the Americas region to ensure alignment with organizational goals.<br>• Develop, maintain, and refine financial models to evaluate performance and support strategic initiatives.<br>• Deliver comprehensive reports and presentations that identify risks, opportunities, and key business drivers.<br>• Collaborate with business leaders to translate complex data into actionable recommendations and strategies.<br>• Conduct detailed variance analyses to monitor financial performance and identify trends.<br>• Utilize data mining techniques to extract insights and enhance financial decision-making.<br>• Support major initiatives and special analysis projects through in-depth financial evaluation.<br>• Ensure the accuracy and integrity of financial tools, reporting systems, and analytics.<br>• Act as a trusted advisor, providing guidance to leadership on financial and operational matters.<br>• Promote process improvements and lead change management efforts to optimize business processes.
<p>We are looking for an experienced Audit Manager to join our established client in Addison, Texas. In this role, you will oversee auditing activities for public clients, ensuring compliance with industry standards and regulatory requirements. This position offers an excellent opportunity to utilize your leadership and technical expertise in a collaborative and dynamic environment. Can work with Wealth Management & Investment Banking.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage audit engagements for public clients, adhering to Generally Accepted Auditing Standards (GAAS).</p><p>• Ensure compliance with U.S. accounting principles and auditing standards, delivering high-quality audit results.</p><p>• Supervise and mentor audit teams, fostering growth and maintaining high performance.</p><p>• Utilize audit software tools, such as ProSystem fx Engagement, to streamline and enhance auditing processes.</p><p>• Provide guidance to clients regarding financial reporting and regulatory compliance.</p><p>• Collaborate directly with company management and clients to address complex financial matters.</p><p>• Conduct fieldwork and on-site audits as needed to ensure thorough and accurate evaluations.</p><p>• Manage multiple projects simultaneously while maintaining strict adherence to deadlines and quality standards.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an experienced and detail-driven Accounting Manager to lead and oversee the financial operations of our organization in Lewisville, Texas. This is a <strong>Contract-to-permanent position </strong>that offers an opportunity to play a critical role in ensuring the accuracy, compliance, and efficiency of the accounting department. The ideal candidate will bring strong leadership capabilities, technical expertise, and a collaborative approach to managing financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage month-end close activities, including preparing and reviewing journal entries, maintaining the general ledger, and generating accurate financial reports.</p><p>• Coordinate and oversee financial statement audits, ensuring compliance with accounting standards and regulatory requirements.</p><p>• Supervise account reconciliation processes, addressing discrepancies and ensuring the accuracy of financial data.</p><p>• Provide leadership and mentorship to a team of accounting professionals, fostering efficiency and productivity within the department.</p><p>• Assess and improve accounting workflows, recommending and implementing process enhancements to strengthen internal controls.</p><p>• Tackle operational and accounting challenges in a dynamic environment while managing multiple priorities effectively.</p><p>• Collaborate with internal stakeholders to ensure seamless financial reporting and operational alignment.</p><p>• Monitor and enforce adherence to accounting policies, procedures, and best practices.</p><p>• Utilize automation tools and software to optimize accounting processes and reporting capabilities.</p>
We are looking for an experienced Audit Manager to join our team in Dallas, Texas. In this role, you will oversee audit engagements, ensure compliance with meticulous standards, and provide valuable insights to clients. This position offers an opportunity to lead a team and make meaningful contributions to the firm’s success.<br><br>Responsibilities:<br>• Oversee the preparation and review of tax returns, ensuring accuracy and compliance while delegating tasks as needed.<br>• Manage engagement budgets, ensuring projects are completed efficiently and within time constraints.<br>• Review and approve engagement letters drafted by staff before submission to partners.<br>• Prepare client invoices, communicate fee details, and support the collection process for overdue accounts.<br>• Ensure financial statements and management letters meet firm and high-quality standards, maintaining adherence to all relevant guidelines.<br>• Keep partners informed of key developments in engagements and proactively address challenges with actionable solutions.<br>• Communicate engagement progress, issues, and resolutions to clients in a timely and precise manner.<br>• Conduct or supervise technical research on complex accounting issues, ensuring timely adoption of new regulations and standards.<br>• Stay updated on economic, political, and legislative trends that may impact clients’ business environments.
We are looking for an experienced Accounting Manager/Supervisor to oversee and enhance our accounting operations in Denton, Texas. This role requires a detail-oriented leader who excels in financial management, internal controls, and team development. If you thrive in a fast-paced environment and are passionate about driving operational excellence, we invite you to join our team.<br><br>Responsibilities:<br>• Manage day-to-day accounting operations, ensuring compliance and accuracy across all financial activities.<br>• Prepare and review journal entries, monthly financial statements, and account reconciliations with precision and timeliness.<br>• Supervise, mentor, and support a team of direct reports involved in general ledger and monthly close processes.<br>• Develop and implement improvements to accounting policies, internal controls, and operational procedures.<br>• Work collaboratively with cross-functional teams, including Operations and Sales, to ensure data completeness and accuracy.<br>• Conduct monthly account reconciliations, investigate discrepancies, and make necessary adjustments.<br>• Coordinate with external auditors by preparing required documentation and addressing audit inquiries.<br>• Optimize processes within Accounts Payable and Accounts Receivable to enhance efficiency and accuracy.<br>• Partner with the Controller to refine and scale the monthly financial close process.<br>• Lead initiatives for process improvements and system upgrades to support evolving business needs.
<p>We are looking for an experienced and detail-oriented Director of Accounting to lead our client's accounting operations in Dallas, Texas. In this role, you will oversee financial reporting, compliance with accounting standards, month end close, bank reporting and the management of a skilled accounting team. The ideal candidate will bring strong technical accounting expertise, leadership capabilities, and a commitment to maintaining accuracy and transparency in financial processes. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, to [email protected].</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of financial statements for internal and external stakeholders, including lenders, investors, and auditors.</p><p>• Conduct technical research to ensure compliance with applicable accounting standards and regulations.</p><p>• Develop, implement, and maintain accounting policies and procedures to streamline operations and ensure consistency.</p><p>• Manage and mentor the accounting team, providing guidance on special projects and ad hoc reporting.</p><p>• Collaborate with external auditors during the annual audit process and assist in preparing audit schedules.</p><p>• Ensure uniform accounting practices across multiple business entities within the organization.</p><p>• Monitor compliance with generally accepted accounting principles (GAAP), internal controls, and company policies.</p><p>• Analyze financial data to support strategic decision-making and operational improvements.</p><p>• Address and resolve any accounting-related issues or challenges that arise.</p><p>• Lead initiatives to enhance accounting systems and processes for efficiency and accuracy.</p>
<p>We are looking for a skilled and strategic Director of Finance to lead financial planning, analysis, and reporting efforts for our organization. Based in Dallas, Texas, this role offers the opportunity to influence business decisions, drive operational excellence, and contribute to the company’s long-term growth. If you have a passion for financial leadership and a track record of delivering impactful insights, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and execution of the annual budget, long-term planning, and periodic reforecasting to ensure alignment with organizational goals.</p><p>• Provide accurate and timely financial analysis, including variance assessments and scenario modeling, to support executive decision-making.</p><p>• Design and refine comprehensive management reporting tools, such as dashboards and KPIs, to effectively communicate financial and operational performance.</p><p>• Partner with business leaders to align financial strategies with organizational objectives and support critical investment decisions.</p><p>• Lead and mentor a team of financial planning and analysis professionals, fostering an environment focused on collaboration and excellence.</p><p>• Act as a trusted advisor to the executive leadership team, offering financial insights and recommendations to support strategic initiatives.</p><p>• Identify opportunities for process improvements and implement tools that enhance the efficiency and scalability of financial operations.</p><p>• Support corporate development activities, including evaluating potential acquisitions, conducting due diligence, and managing integration processes.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for an experienced Internal Audit Manager to lead and develop the internal audit function for a dynamic clearing broker-dealer organization. This strategic role involves building audit frameworks that ensure compliance with regulatory standards, operational efficiency, and effective risk management. The successful candidate will bring extensive knowledge of broker-dealer operations and regulations, along with the ability to design and execute audit programs from inception. This is a contract position based in Dallas, Texas.<br><br>Responsibilities:<br>• Develop and implement a comprehensive internal audit plan tailored to risk assessments and organizational needs.<br>• Create and refine audit policies, procedures, and testing methodologies in alignment with industry standards.<br>• Conduct audits to ensure compliance with FINRA regulations, including rules such as 15c3-1, 15c3-3, and 17a-5.<br>• Review financial and operational controls, including reserve computations, net capital calculations, and securities processing.<br>• Evaluate risks across business operations, ensuring robust controls and validating SOC 1/SOC 2 reports.<br>• Assess cybersecurity protocols, system access controls, and data privacy measures to mitigate technological risks.<br>• Execute audit plans with defined scopes, documenting findings and presenting results to senior leadership and the Board.<br>• Collaborate with external auditors and internal teams across compliance, operations, finance, and technology.<br>• Monitor remediation efforts to address audit findings and promote a strong control culture within the organization.<br>• Act as a key stakeholder in shaping the firm’s risk and compliance strategy while ensuring operational effectiveness.
<p>We are looking for an experienced Audit Manager to join our team in Plano/Frisco, Texas. In this role, you will oversee assurance engagements, mentor audit staff, and ensure the quality and timeliness of audit deliverables. This is an excellent opportunity for a dedicated and detail-oriented individual seeking growth in a collaborative and client-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage assurance engagements, ensuring efficient coordination with clients and adherence to deadlines.</p><p>• Provide leadership and mentorship to Audit Staff and Seniors, fostering growth and teamwork.</p><p>• Perform detailed reviews of engagement workpapers to maintain accuracy and compliance.</p><p>• Conduct research on accounting standards to address unique or complex scenarios.</p><p>• Collaborate with Audit Seniors, Staff, and Partners to ensure timely completion of all projects.</p><p>• Ensure compliance with Sarbanes-Oxley testing requirements and other regulatory standards.</p><p>• Develop strategies to enhance audit processes and improve overall client satisfaction.</p><p>• Maintain strong communication with clients, addressing concerns and providing updates throughout the audit process.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for an experienced Tax Manager or Senior Manager to join our dynamic team in Dallas, Texas. In this role, you will oversee the preparation and review of tax returns, ensuring accuracy and compliance while mentoring staff and managing client relationships. This is an excellent opportunity to contribute your expertise in tax planning, compliance, and leadership within a collaborative CPA firm environment.<br><br>Responsibilities:<br>• Review tax returns prepared by staff, identify potential issues, and conduct research to provide effective solutions.<br>• Manage the tax return preparation workflow to ensure accuracy, completeness, and timely submission.<br>• Handle complex tax returns, including individual, trust, corporate, partnership, and S-Corp filings, as well as state income tax returns.<br>• Supervise engagement phases such as planning, budgeting, staff direction, and performance monitoring against established goals.<br>• Prepare detailed personal tax projections using specialized software.<br>• Communicate with taxing authorities to address and resolve client issues, including drafting response letters for partner review.<br>• Assist with client billing processes and prepare various reports and special projects as required.<br>• Stay informed on economic trends and potential tax legislation changes that could impact clients or the business environment.<br>• Support staff development by participating in recruiting, performance evaluations, career mentoring, and training programs.<br>• Contribute to the firm's growth by expanding service offerings and building strong relationships with current and prospective clients.
<p>Robert Half Finance & Accounting and Kevin Sweet have partnering with a 20+ year established national manufacturing organization that is seeking a Director of Accounting to lead accounting operations for their Southwest region. This is a high-impact leadership role with strong visibility across the business, ideal for a strategic, hands-on accounting leader with manufacturing expertise.</p><p><br></p><p>My client offers a hybrid work schedule, beautiful offices with fully stocked kitchen, collaborative and team environment, outstanding benefits package, competitive annual salary and yearly bonus!</p><p><br></p><p>For additional information or consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Responsibilities include:</strong></p><p>• Lead regional accounting operations including monthly close, account reconciliation, invoicing, forecasting, and annual budget preparation.</p><p>• Ensure financial activity is accurate, consistent, and completed within established deadlines.</p><p>• Analyze monthly performance trends, investigate key variances, and communicate findings to leadership.</p><p>• Prepare monthly business reviews summarizing financial results, business drivers, and actionable insights.</p><p>• Guide recurring review meetings with division leaders to support ongoing financial performance.</p><p>• Maintain a strong internal control structure that aligns with GAAP and corporate financial policies.</p><p>• Serve as the accounting lead for internal and external audits, ensuring timely resolution of any findings.</p><p>• Provide technical accounting expertise and GAAP interpretation to leadership teams.</p><p>• Support annual capital and operating budget planning processes.</p><p>• Work with operations to enhance financial and operational reporting tools; ensure timely, accurate KPIs across facilities.</p><p>• Help define key performance metrics and ensure reporting accuracy and accountability.</p><p>• Identify opportunities to streamline processes, improve automation, and enhance financial accuracy.</p><p>• Lead initiatives to strengthen policies, procedures, and tools that enhance operational efficiency and profitability.</p><p>• Mentor and develop accounting team members, promoting growth, accountability, and strong performance.</p><p>• Present monthly financial and operating results to senior management and external leadership groups, including board-level presentations several times per year.</p><p>• Maintain collaborative communication with business partners to align on financial goals and operational priorities.</p><p><br></p><p><strong>Why This Opportunity Stands Out!</strong></p><p>• Established, nationally recognized manufacturing company</p><p>• Strong opportunity for career advancement</p><p>• Supportive, collaborative leadership team</p><p>• High-impact role with visibility across the organization</p>
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.
<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>
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.
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 looking for an experienced Tax Director or Manager to oversee corporate tax compliance and strategic financial planning in Rockwall, Texas. This role involves managing tax obligations across multiple entities, ensuring regulatory compliance, and driving innovative tax strategies to optimize financial outcomes. The ideal candidate will have a deep understanding of complex asset structures and tax planning within a dynamic, multi-entity environment.<br><br>Responsibilities:<br>• Prepare and file tax returns for various entities, including corporate entities, affiliated companies, and individual owners.<br>• Develop and implement creative and aggressive tax strategies to maximize financial efficiency.<br>• Collaborate with General Counsel on matters involving tax implications and legal compliance.<br>• Provide expertise in handling tax-related aspects of unique asset classes such as aircraft, marine equipment, intellectual property, and self-insurance structures.<br>• Oversee financial statement preparation and ensure accuracy across multiple entities.<br>• Conduct audits for general ledger accounts, workers’ compensation, and other compliance requirements.<br>• Manage filings for sales tax, franchise tax, and other regulatory obligations.<br>• Offer strategic guidance on auto leasing operations and associated tax treatments.<br>• Ensure compliance with tax laws and regulations while identifying opportunities for process improvements.<br>• Partner with leadership to align tax strategies with organizational goals.
