<p>We are looking for an experienced Audit and Tax Manager to join our dedicated services team in Southlake, Texas. In this role, you will oversee the preparation and review of complex tax returns, ensuring compliance with federal, state, and local regulations. This is an excellent opportunity for an experienced tax expert to contribute to a well-established and growth-focused organization.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and review of intricate tax returns, including partnerships, corporations, and other business entities.</p><p>• Collaborate with clients to provide strategic tax planning and advisory services.</p><p>• Ensure compliance with all relevant tax laws and regulations at federal, state, and local levels.</p><p>• Lead and mentor a team of tax experts, fostering growth and development.</p><p>• Stay updated on changes in tax legislation and assess their impact on clients.</p><p>• Work closely with other departments to support cross-functional initiatives and ensure seamless service delivery.</p><p>• Develop and maintain strong client relationships, acting as a trusted advisor on tax-related matters.</p><p>• Identify opportunities for process improvement and implement best practices to enhance efficiency.</p><p>• Assist in the resolution of complex tax issues, including audits and appeals.</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>We are looking for an accomplished Managing Director of Finance & Operations to join a private family office located in Crowley, Texas. This role involves overseeing the family's comprehensive financial affairs, including investments, real estate, and asset management, while collaborating with legal, tax, and accounting advisors. As a contract to permanent position, this opportunity is ideal for an experienced financial leader with exceptional discretion, integrity, and a commitment to long-term partnership. Commuting to Crowley, Texas will be required on an as-needed basis, up to two days per week.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the full spectrum of personal financial management for the principal and immediate family, including cash flow, budgeting, and financial reporting.</p><p>• Prepare consolidated financial statements and provide accurate net-worth reports.</p><p>• Evaluate and manage private and public investment opportunities, conducting thorough due diligence and monitoring performance.</p><p>• Oversee residential and investment real estate holdings, including vendor relationships, property budgets, and capital projects.</p><p>• Ensure compliance with tax regulations, insurance requirements, and proper documentation for all assets.</p><p>• Collaborate with legal, tax, and accounting advisors to maintain entity compliance and implement wealth planning strategies.</p><p>• Provide logistical and financial support to family members, addressing their unique needs as required.</p><p>• Assist in managing charitable giving initiatives, including foundations and international philanthropic efforts.</p><p>• Negotiate vendor contracts and oversee relationships to ensure optimal service delivery.</p><p>• Develop strategic financial recommendations and initiatives to support the family’s long-term goals.</p>
We are looking for a skilled Tax Manager to join our team on a long-term contract basis in Dallas, Texas. In this role, you will oversee various tax-related processes, collaborating with internal teams and external advisors to ensure compliance and efficiency. This position offers an excellent opportunity to leverage your expertise in corporate and partnership tax while contributing to high-impact projects.<br><br>Responsibilities:<br>• Oversee and provide guidance on the company's tax compliance processes, including income, franchise, and indirect taxes.<br>• Review and approve federal, state, and local tax returns prepared by external advisors.<br>• Manage the preparation and review of income tax provisions, ensuring accuracy and compliance.<br>• Collaborate with external advisors and internal teams to address sales, use, and property tax requirements.<br>• Coordinate and manage tax audits and respond to notices from tax authorities.<br>• Develop and review quarterly tax projections and ensure timely reconciliations of tax accounts.<br>• Assist in tax-related aspects of mergers and acquisitions, including due diligence and structuring.<br>• Identify and implement tax planning opportunities to optimize business operations.<br>• Provide leadership in managing international tax requests and ensuring proper documentation.<br>• Support organizational tax-related inquiries during system implementations or transitions.
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 seeking a Tax Manager based in Fort Worth, Texas, who will primarily function in the public sector. The role is an exciting opportunity that involves the preparation and review of federal and multi-state income tax returns, tax planning and research, and providing high-quality client service. The role also necessitates effective teamwork and mentorship skills.<br><br>Responsibilities:<br><br>• Accurately prepare and review federal and multi-state income tax returns for individuals, corporations, partnerships, and nonprofit organizations<br>• Conduct tax planning and research to stay ahead of tax regulations and policies<br>• Work efficiently as part of a team to complete projects and assigned tasks within set deadlines<br>• Train and mentor staff to foster a conducive learning environment and improve team skills<br>• Deliver timely, high-quality client service that consistently meets or exceeds client and firm expectations<br>• Continually further your knowledge and skills through continuing education and ongoing detail oriented development<br>• Interact with clients and provide tailored tax advice to suit individual needs<br>• Utilize various accounting software systems including ADP - Financial Services, CCH ProSystem Fx, CCH Sales Tax, ERP - Enterprise Resource Planning<br>• Comply with accounting functions, auditing, and entity formation<br>• Apply knowledge of income tax accounting to enhance efficiency and accuracy.
We are 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 a detail-oriented Tax Manager to oversee corporate tax compliance, provision preparation, and financial reporting for our organization in Plano, Texas. This role requires expertise in managing complex tax processes, ensuring compliance with regulations, and providing accurate documentation to support tax positions. The ideal candidate will bring a strong understanding of income tax provisions and corporate tax compliance, paired with excellent analytical and organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Prepare quarterly and annual tax provisions, including detailed reconciliations of tax account balances.</p><p>• Ensure the accuracy of tax account reconciliations and compliance with relevant tax regulations.</p><p>• Analyze and apply ASC 740 standards to tax positions and major business events, such as mergers and acquisitions.</p><p>• Develop and maintain financial disclosures, anticipating and reporting material items accurately.</p><p>• Stay informed on industry practices and evolving tax legislation to ensure timely and accurate reporting.</p><p>• Document tax process controls and oversee the tax provision process to meet auditing standards.</p><p>• Collaborate with external auditors to secure sign-offs on effective tax process controls and accurate financial statements.</p><p>• Review federal, state, and international tax returns, ensuring the precision of source data and representations.</p><p>• Manage income tax payment calculations, liaising with Treasury for timely and accurate payments.</p><p>• Conduct research on tax guidance to estimate and report taxable income appropriately.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for a meticulous Tax Senior member to join our client's team in Fort Worth, Texas. In this role, you will apply your expertise to assist with tax preparation, compliance, and financial statement analysis. This is an excellent opportunity to contribute to a dynamic team while enhancing your skills in a fast-paced hybrid environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review federal income tax returns, ensuring accuracy and compliance with regulations.</p><p>• Analyze financial statements to identify discrepancies and provide actionable recommendations.</p><p>• Collaborate with team members to streamline tax preparation processes and meet deadlines.</p><p>• Utilize accounting software systems, such as CaseWare and ProSystem, to manage tax-related tasks efficiently.</p><p>• Assist in conducting tax research to address client-specific issues and provide tailored solutions.</p><p>• Support the implementation and optimization of tax software tools to improve workflow efficiency.</p><p>• Maintain up-to-date knowledge of federal tax laws and regulations.</p><p>• Communicate effectively with clients to gather necessary documentation and provide updates on their tax matters.</p>
<p>Robert Half Finance and Accounting has partnered with an O& G Services company to recruit an experienced Accounting Manager to oversee general accounting operations and ensure the accuracy of financial records within our business unit. In this role, you will play a pivotal part in managing month-end close processes, preparing financial reports, and conducting variance analyses. This position offers the opportunity to collaborate closely with the business unit Controller and contribute to the financial integrity of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage all aspects of the month-end close process, including journal entries, financial reporting, and variance analysis.</p><p>• Prepare and maintain accurate balance sheet schedules, ledgers, and account reconciliations.</p><p>• Provide detailed financial analysis by comparing actual results to budgets and prior periods, identifying variances, and recommending corrective actions.</p><p>• Support accounts payable and accounts receivable processes, ensuring accuracy and compliance.</p><p>• Document and reconcile financial transactions to maintain accurate general ledger records.</p><p>• Assist with the preparation of management reports and ensure compliance with financial reporting deadlines.</p><p>• Identify and resolve accounting discrepancies, ensuring consistency and adherence to company policies.</p><p>• Collaborate on budget preparation and analysis, comparing budgeted and actual costs in periodic reports.</p><p>• Supervise and mentor direct reports, fostering a productive and collaborative team environment.</p><p>• Ensure compliance with sales/use tax regulations, particularly in oilfield applications, when applicable.</p>
We are offering an exciting opportunity for a Tax Accountant in DALLAS, Texas. You will be working within the accounting industry, focusing on tax and account management. Your key responsibilities will encompass a range of tasks, including the application of your knowledge of accounting principles and tax software packages, like Intuit Lacerte, to manage client accounts.<br><br>Responsibilities:<br>• Utilize your CPA skills and knowledge of Accounting Principles to assess and manage tax-related issues<br>• Employ Intuit Lacerte and other tax software packages to aid in tax preparation and management<br>• Leverage your proficiency in Excel to maintain and analyze financial data<br>• Display your strong analytical and time management skills in managing multiple projects and meeting deadlines<br>• Exhibit your excellent communication skills in interacting with clients and team members <br>• Apply your problem-solving skills in addressing and resolving tax-related problems<br>• Demonstrate your attention to detail in managing client accounts and handling sensitive information<br>• Show your flexibility in dealing with changes and managing multiple priorities in a fast-paced environment<br>• Work collaboratively with the team, maintaining a positive attitude while dealing with various levels of tasks and responsibilities<br>• Handle confidential and sensitive information with utmost professionalism, respecting client privacy and company policies.
<p>We are looking for a highly skilled and experienced <strong>Head of Family Office </strong>to lead tax strategy, investment oversight, and financial operations for a substantial family office. This senior role offers a rare blend of autonomy, <strong>flexibility (mostly work-from-home)</strong>, and long-term stability—typically under 40 hours per week. You’ll work directly with financially sophisticated principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary and a generous bonus tied to future business exits.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Lead tax planning initiatives, including quarterly estimates and compliance for individuals, trusts, partnerships, and foundations.</p><p>• Coordinate with external accounting firms for tax filings and review complex tax considerations.</p><p>• Implement investment strategies in collaboration with advisors across various asset classes, including private equity, public equities, and treasuries.</p><p>• Manage capital calls, investment schedules, wire transfers, and internal fund movements.</p><p>• Serve as the primary point of contact for investment managers, custodians, and fund administrators.</p><p>• Monitor and evaluate asset performance, fees, and allocations using investment management software.</p><p>• Prepare and reconcile periodic financial and investment reports, ensuring data accuracy across systems.</p><p>• Act as a financial advisor to family members, fostering next-generation engagement and overseeing charitable giving strategies.</p><p>• Ensure all entities comply with financial and legal requirements while maintaining strong collaboration with external advisors.</p><p>• Track and report on cash flow, private equity metrics, and realized/unrealized gains across portfolios.</p>
We are seeking a Tax Manager and Sr Tax Manager to join our client's dynamic team in Fort Worth, Texas. This role is centered around providing top-level review of federal and multi-state income tax returns for various entities and managing teams of senior and staff accountants. For immediate consideration, please email your resume to Carol Nichols, SVP Robert Half Finance and Accounting, at [email protected]. <br> Responsibilities: <br> • Review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts. • Oversee the planning and scheduling of engagements to ensure quality of work product. • Manage teams of senior and staff accountants, providing both formal and informal feedback. • Monitor workflow and communicate progress to partners. • Develop business with both existing and new clients, maintaining strong client relationships. • Advise clients on income tax issues and related tax planning. • Maintain proficiency in the taxation of partnerships, limited liability companies, and other similar flow-through entities. • Stay knowledgeable about corporate tax issues, including tax provisions. • Understand and advise on international tax issues - CFC's and PFIC's, ECI, and FDAP. • Have a thorough understanding of both accounting and income tax compliance issues associated with private equity.
<p>We are looking for an accomplished and discreet financial leader to join a private family office in Fort Worth, Texas. This senior-level role involves overseeing the comprehensive financial affairs of a multigenerational family, including investments, real estate, and coordination with external advisors. The ideal candidate will demonstrate integrity, professionalism, and the ability to support philanthropic initiatives alongside financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct the management of personal financial affairs for the principal and their immediate family.</p><p>• Supervise budgeting, forecasting, cash flow, and detailed financial reporting processes.</p><p>• Consolidate financial statements and net worth reports to provide clear insights.</p><p>• Evaluate and recommend private and public investment opportunities, conducting thorough due diligence.</p><p>• Track investment performance and provide strategic recommendations to enhance financial outcomes.</p><p>• Oversee residential and investment real estate portfolios, including vendor relations and capital improvements.</p><p>• Ensure compliance with insurance, tax regulations, and property documentation.</p><p>• Coordinate with legal, tax, and accounting advisors to ensure seamless financial operations.</p><p>• Assist with charitable giving and philanthropic efforts, both domestically and internationally.</p><p>• Provide operational and financial support to family members, including logistical assistance when needed.</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.
<p>We are in search of a Director of Accounting for our team in Dallas, Texas, 75201, United States. The Director of Accounting will be instrumental in supporting the Reporting and Revenue organization, ensuring compliance with accounting standards, and spearheading transformative projects and process enhancements. </p><p><br></p><p>Responsibilities </p><p><br></p><p>• Oversee and manage a team, fostering a collaborative and efficient work environment</p><p>• Take charge of Financial Reporting and Revenue accounting </p><p>• Prepare and present Financial Statements to high-level executives</p><p>• Collaborate with finance and business operations teams to streamline and improve accounting processes</p><p>• Establish and enforce internal controls and standards</p><p>• Enhance system integrations and process automation for better efficiency</p><p>• Ensure revenue recognition is timely and accurate, in line with ASC 606 standards</p><p>• Contribute to RFP processes</p><p>• Maintain confidentiality and safeguard the organization’s value by keeping information secure</p><p><br></p><p>Skills</p><p><br></p><p>• Proficiency in Auditing, ASC 606, Financial Reporting, and Public Accounting Audit </p><p>• CPA certification preferred </p><p>• Strong Microsoft Excel skills, including knowledge of advanced formulas and functions</p><p>• Excellent verbal and written communication skills</p><p>• Ability to interact productively with multiple stakeholders including clients, employees, and partners</p><p>• Detail-oriented, organized, and a self-starter able to work in a fast-paced environment</p><p><br></p><p>This corporate organization offers a competitive compensation package up to $160K, plus Bonus, and benefits. For more information and consideration, please contact Eric Murray at 682-350-8439 or via Email at [email protected]</p><p><br></p>
<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>
The Accounting Supervisor is responsible for the day-to-day accounting department’s operations. You will work closely with the department heads to manage financial functions, including accounts payable/receivable, bank reconciliations, payroll/benefits and commissions, asset tracking and management, sales and property tax. To succeed in this role, you have a problem-solving attitude and be able to manage the accounting function to ensure that it is accurate and effective. Provides internal and external customer service in a timely, effective and detail oriented manner. This position reports to the CEO. <br> Requirement and Skills • 5-10 years of proven work experience as an Accounting Supervisor or Manager • Cash Management and Treasury functions • Manages month-end and year-end financial system close process • Prepare Monthly, Quarterly and Annual Internal Financial Statements • Demonstrated strong analytical skills and attention to detail • Experience with QB Enterprise and QBOL preferred • Advanced Computer skills in Excel and Microsoft office (for example v-lookup tables) • Asset Management System experience preferred • Experience with Lease accounting including Deal Sheets & Lease Funding Review • Multi-state Sales Tax experience preferred • Experience with payroll, health benefits and 401k Management • In-depth knowledge of accounting principles, laws and regulations • Excellent analytical skills and excel experience to handle large data sets • Experience working directly with C-suite personnel • Coordinate/Interact with external accountant, banks and insurance brokers • BS in Accounting or Finance • Standard business hours, On-site, M-F, Irving, TX office
We are offering an exciting opportunity for a Director of Finance in LAKE DALLAS, Texas. This role is crucial to our operations as it involves leading financial strategies, conducting financial analysis, and ensuring the accuracy of financial records. In addition, you will be responsible for financial reporting and the development of financial policies and procedures.<br><br>Responsibilities: <br>• Act as the primary financial advisor, providing leadership and direction in financial strategies and priorities<br>• Conduct in-depth financial and resource analysis of operations, evaluating the organization's needs and recommending resource requirements<br>• Develop short and long-range revenue and expenditure forecasts, as well as multi-year forecast models<br>• Monitor status reports, perform financial impact analysis, and recommend budget and planning adjustments as needed<br>• Oversee accounting activities related to general ledger, accounts receivable, and accounts payable, along with monthly bank statement reconciliation<br>• Ensure the quality of financial activities by verifying the accuracy of financial records<br>• Direct external financial reporting, including the preparation of financial statements and development of Comprehensive Annual Financial Report (CAFR)<br>• Establish internal financial controls and ensure compliance with all laws, policies, and best practice standards in financial, accounting, budget, and procurement activities<br>• Develop, monitor, and audit finance and procurement policies, practices, and procedures
<p>Seeking a dynamic and highly experienced <strong>interim </strong>Sr Accounting Manager, Internal Reporting for a Financial Services company in North Dallas. This is a <strong>6 month contract with potential to extend</strong>. The Senior Accounting Manager, Internal Reporting will lead the internal financial reporting processes, ensuring compliance, accuracy, and timeliness across the organization. A key driver of reporting and organizational coordination, this role will lead critical finance operations including managing an in-depth reporting package, overseeing the month-end close process, and contributing to SEC reporting. The ideal candidate is organized, detail-focused, and highly collaborative, with a strong accounting and reporting background.</p><p><br></p><p>Key Responsibilities for the <strong>contract </strong>opportunity:</p><ul><li>Oversee the timely and accurate execution of the month-end close process to ensure the integrity of financial data.</li><li>Prepare and review journal entries, account reconciliations, and variance analyses for accuracy and compliance with U.S. GAAP.</li><li>Coordinate internal reporting requirements across departments, ensuring timely and accurate delivery of financial data to key stakeholders.</li><li>Collaborate with cross-functional teams, including operations, finance, and executive leadership, to deliver a comprehensive reporting package.</li><li>Prepare and present significant internal reporting packages for business leaders, investors, and board-level materials.</li><li>Consolidate financial data, ensuring proper tracking, reporting, and verification of relevant performance metrics.</li><li>Review SEC filings and ensure alignment of internal reporting with external reporting requirements.</li><li>Ensure overall tie-out of financial data, including validating calculations and verifying supporting schedules for reporting accuracy and completeness.</li><li>Prepare and maintain the Statement of Cash Flows to ensure compliance with U.S. GAAP.</li><li>Identify trends and key indicators within cash flow statements to support strategic decision-making processes and provide actionable insights.</li></ul>
<p>We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.</p><p>• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.</p><p>• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.</p><p>• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.</p><p>• Perform financial analysis and tax planning for clients' business units to optimize outcomes.</p><p>• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.</p><p>• Review and reconcile current investment asset allocations to ensure alignment with client objectives.</p><p>• Analyze and optimize retirement plans based on annual goals and client-specific needs.</p><p>• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.</p><p>• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.</p>
<p><strong>Job Summary:</strong></p><p>The ideal candidate will bring expertise in bookkeeping practices, demonstrate strong attention to detail, and possess excellent proficiency in QuickBooks. You will handle essential accounting tasks, ensure accurate financial records, and support reporting functions to aid business operations and decision-making.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Maintain Financial Records:</strong> Accurately record and classify financial transactions, ensuring compliance with accounting standards.</li><li><strong>QuickBooks Management:</strong> Utilize QuickBooks software to manage financial data, create invoices, track expenses, reconcile accounts, and generate reports.</li><li><strong>Bank and Credit Card Reconciliation:</strong> Update and balance accounts to ensure all payments, deposits, and transactions are accurately documented.</li><li><strong>Accounts Payable/Receivable:</strong> Process invoices, payments, and collections while maintaining organized records of all transactions.</li><li><strong>Generate Financial Reports:</strong> Prepare month-end reports and summaries to assist management in forecasting and budgeting.</li><li><strong>Payroll Support:</strong> Collaborate with payroll teams to ensure accurate compensation and tax reporting.</li><li><strong>Compliance:</strong> Ensure business operations align with applicable financial laws, policies, and tax procedures.</li></ul><p><br></p>
We are looking for an experienced Controller to oversee and optimize accounting operations for our organization in Dallas, Texas. The ideal candidate will bring a strong background in audit, financial reporting, and compliance, with a proven ability to enhance processes and ensure alignment with industry standards. This role is critical to maintaining the integrity of financial systems and delivering accurate insights to support strategic decisions. <br> <br> Responsibilities will include: • Supervise matters relating to the routine, day-to-day operations of the accounting department. • Responsible for the installation and supervision of all accounting records of the companies. • Responsible for the monthly closing schedule, and the timely preparation and interpretation of the financial statements and reports of the companies. • Review weekly cash requirements and forecast cash needs. • Review the companies’ financial progress, comparing results with the prior year actual results. This includes submitting recommendations for corrective action to the appropriate executives. • Review the financial aspects of the acquisition or disposal of fixed assets or investments. • Supervise and approve Joint Venture monthly revenue distributions and joint interest billings using Oil & Gas industry accounting software. • Supervise cloud-based accounts payable preparation and maintenance of paid bills files. • Supervise the weekly preparation of payroll for multiple entities. • Develop a relationship with the company’s vendors and bankers, interfacing on an as-needed basis via phone and email. • Responsible for generating reports used in weekly and monthly tax estimate preparation for all associated entities. • Coordinate tax return preparation with CPA firm. • Responsible for the monthly net capital computation of the related Broker/Dealer, and the quarterly preparation of information needed for FINRA filings. • Coordinate annual audit preparation with the related Broker/Dealer’s independent auditor. • Develop and maintain internal controls consistent with the company’s procedures. • Prepare any additional analysis or information requests from the Company Officers. • Report directly to the CFO and President. Qualifications: • You must be a self-starter with a strong work ethic, the passion to take the time to complete tasks, and be able to work independently with minimal supervision. • You must be available to work occasional extra hours daily or work on Saturdays. • A current CPA license is preferred. • A minimum of 5 years of relevant public accounting experience working with multiple clients, with a concentration in tax knowledge and management consultation is preferred. • You must demonstrate strong Microsoft Excel skills. • Experience with QuickBooks Online and CCH ProSystem fx Workpaper Manager is preferred. • You must pass a all candidates required to undergo all candidates required to undergo all candidates required to undergo background check.
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.
<p>We are looking for an experienced Accounting Manager to join our client's first-class team in Fort Worth, Texas. In this role, you will oversee key financial processes, including managing depreciation expenses, ensuring compliance with financial regulations, and collaborating with various departments to support strategic financial planning. This position offers the opportunity to work in a dynamic environment, contributing to the financial stability and growth of a leading company in the transportation industry.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the monthly depreciation expense close process and collaborate with internal departments to streamline and improve workflows.</p><p>• Implement and regularly update depreciation rates in financial systems to ensure accuracy and compliance.</p><p>• Perform month-end close tasks, including income statement analysis, variance explanations, account reconciliations, and preparing monthly financial reports.</p><p>• Prepare and review annual and quarterly financial reports related to fixed asset depreciation, address tax inquiries, and manage schedules for regulatory filings.</p><p>• Develop comprehensive annual and long-term plans for depreciation expense and accumulated depreciation projections.</p><p>• Partner with internal teams such as Capital Planning, Forecasting, and Reporting to address accounting issues and mitigate potential risks.</p><p>• Coordinate quarterly data collection and analysis for purchase obligation and asset retirement obligation reports and conduct annual asset impairment reviews.</p><p>• Conduct ad-hoc financial projects and perform technical research to support business decisions.</p><p>• Maintain key internal controls to ensure compliance with financial regulations.</p><p>• Collaborate with external auditors to address inquiries and ensure adherence to accounting standards.</p>
