<p>We are looking for an experienced Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will lead data-driven financial initiatives, providing critical insights to support strategic decisions and operational efficiency. The ideal candidate will excel in analyzing complex datasets and collaborating across departments to drive impactful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analyses of financial and operational metrics, including patient volume, revenue cycle performance, and profitability across service lines.</p><p>• Extract, clean, and manage large datasets from electronic health records (EHRs) and financial systems using advanced tools.</p><p>• Develop and maintain dashboards to monitor key performance indicators (KPIs) related to clinical operations, cost management, and profit and loss trends.</p><p>• Streamline and automate reporting processes to ensure timely and accurate delivery of monthly and quarterly financial reports.</p><p>• Collaborate with clinical and operational leaders to identify financial risks, opportunities, and strategies for improvement.</p><p>• Provide data-driven support for annual budgeting, forecasting, and long-term planning through advanced financial models.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Irving, Texas. In this role, you will leverage your financial expertise to drive strategic decision-making through detailed analysis, reporting, and forecasting. The ideal candidate will have a passion for transforming data into actionable insights, enhancing business performance, and supporting operational excellence.<br><br>Responsibilities:<br>• Lead the preparation of annual budgets and quarterly forecasts, collaborating with business leaders to create detailed financial projections.<br>• Analyze financial performance through weekly reports, evaluating sales, margins, pricing, inventory, and logistics costs.<br>• Perform variance analyses to identify trends and key business drivers, providing insights into actual versus planned performance.<br>• Develop and maintain dynamic Power BI dashboards to visualize performance metrics across departments.<br>• Automate reporting processes by integrating data from accounting and warehouse management systems to ensure accuracy and efficiency.<br>• Train non-financial team members on how to interpret financial dashboards and reports effectively.<br>• Collaborate with sales, procurement, and operations teams to translate data into actionable business strategies.<br>• Monitor product and customer profitability, pricing trends, and inventory turnover to optimize operational performance.<br>• Support leadership in scenario modeling, investment analysis, and evaluating cost-benefit opportunities.<br>• Identify areas for process improvement and implement solutions to enhance reporting and analysis workflows.
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will provide comprehensive financial insights to support efficient decision-making and operational effectiveness within the healthcare industry. You will play a key part in preparing budgets, forecasts, and detailed financial analyses to guide strategic initiatives and improve organizational performance.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to assist administrators and department leaders in optimizing operational efficiency and cost management.<br>• Develop and manage operating and capital budgets for assigned departments and areas.<br>• Create 5-year financial forecasts, including projections for statistics, payer mix, payments, and capital expenditures.<br>• Evaluate potential capital acquisitions, new projects, or services, presenting findings and defending recommendations.<br>• Analyze budget versus actual revenue and expense variances using standard and customized reports.<br>• Prepare and deliver verbal or written reports on operational efficiency analyses to management and relevant stakeholders.<br>• Generate management reports as requested to support decision-making processes.<br>• Develop operating pro formas for proposed services, projects, or capital investments and ensure accuracy by collaborating with finance and clinical teams.<br>• Provide financial analysis and recommendations for lease versus buy decisions related to equipment acquisitions.<br>• Act as a liaison between assigned departments and finance teams to ensure alignment and accurate reporting.
<p>We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends, variances, and opportunities for improvement.</p><p>• Prepare detailed reports and presentations to support key business decisions.</p><p>• Evaluate fixed income securities and conduct loan valuations.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Utilize advanced Microsoft Excel techniques for data analysis and modeling.</p><p>• Ensure compliance with accounting standards and economic principles in all analyses.</p><p>• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.</p><p>• Coordinate multiple projects simultaneously while adhering to strict deadlines.</p><p>• Maintain detailed documentation using tools like Confluence and Crystal Reports.</p><p>• Contribute to capital management processes by providing actionable insights.</p>
<p>We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a vital part in supporting financial planning and analysis activities, helping the organization understand its performance and make informed decisions. This position offers the opportunity to contribute to forecasting, liquidity management, and strategic decision-making while collaborating with various internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Collect and analyze financial data across forecasting, reporting, treasury, and revenue cycle management to provide insights into business performance.</p><p>• Develop and maintain financial models to predict revenue, expenses, headcount, and other critical metrics, ensuring accurate projections.</p><p>• Monitor daily cash flow activities, including deposits and disbursements, to create both short- and long-term liquidity forecasts.</p><p>• Collaborate with department leaders to assess capital needs and incorporate macroeconomic factors into cash flow predictions.</p><p>• Prepare weekly variance reports to explain deviations from forecasts, aiding in setting expectations for senior leadership and stakeholders.</p><p>• Provide analytical support for strategic decisions, including M& A due diligence and market trend analysis.</p><p>• Identify and report financial process discrepancies to ensure compliance with internal standards.</p><p>• Partner with senior leadership to improve financial transparency and support organizational goals.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for a Senior Field Financial Analyst to join our team in Dallas, Texas. In this role, you will act as a strategic financial partner, delivering insights to drive profitability and operational improvements at the market level. This position requires a keen ability to translate complex financial data into actionable recommendations and collaborate across teams to achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Regional Vice President and their team to provide financial guidance and support.</p><p>• Analyze market-level profitability, operational efficiency, and P& L performance through regular reviews.</p><p>• Identify trends, risks, and opportunities across financial and operational metrics.</p><p>• Develop clear and impactful narratives from complex financial data to inform decision-making.</p><p>• Create and maintain financial dashboards and reports utilizing tools such as Power BI.</p><p>• Assist in forecasting and budgeting by integrating data-driven models with operational insights.</p><p>• Monitor forecast accuracy and perform variance analysis with actionable recommendations.</p><p>• Collaborate with teams across recruitment, business development, and clinical operations to enhance overall efficiency.</p><p>• Conduct in-depth branch-level assessments to uncover improvement opportunities.</p><p>• Provide financial modeling and business case development for market expansion or new service lines.</p>
<p>We are looking for a detail-oriented Financial Analyst to join our client's team in Arlington, Texas. In this role, you will play a key part in managing and analyzing financial data related to capital project budgets and debt management. This position offers an opportunity to work on a variety of financial planning tasks, including capital program analysis, bond issuance activities, and compliance reporting.</p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain construction and engineering budgets within the organization's project accounting system.</p><p>• Collaborate with internal departments to gather and analyze data on capital project budgets and timelines.</p><p>• Conduct in-depth analyses of the organization's capital program, including cash flow projections, bond timing, and debt management.</p><p>• Assist in planning and coordinating bond issuance activities, including scheduling and sizing.</p><p>• Prepare and review critical bond documents, such as Offering Statements and Closing Statements, and complete rating agency questionnaires.</p><p>• Oversee and ensure compliance with debt management functions, including meeting reporting requirements for government agencies.</p><p>• Contribute to the preparation of the annual budget and the Annual Comprehensive Financial Report.</p><p>• Reconcile data between the Lawson Activities module and General Ledger, and produce monthly Bond Status Reports.</p><p>• Maintain organized records of debt issuances and compliance requirements.</p><p>• Prepare journal entries and perform other finance-related tasks as assigned.</p>
<p>Our client is seeking a <strong>Senior FP& A Analyst</strong> to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth.</p><p> </p><p><strong>🌟 Why You’ll Love This Role:</strong></p><p>· <strong>Culture of Excellence:</strong> Join a tenured FP& A/Finance team with a wealth of expertise to learn from.</p><p>· <strong>Entrepreneurial Spirit:</strong> Collaborate on business transformation initiatives that use technology to improve processes and procedures.</p><p>· <strong>Your Voice Matters:</strong> Work closely with corporate leadership and see your ideas in action.</p><p>· <strong>Career Growth:</strong> Significant opportunities for learning, development, and leadership within the organization.</p><p>· <strong>Dynamic Work Environment:</strong> Fast-paced, varied days where you’ll tackle exciting challenges.</p><p>· <strong>Work-Life Balance:</strong> Prioritize productivity without losing sight of your well-being.</p><p> </p><p><strong>💼 Key Responsibilities</strong></p><p><em>Financial Planning & Analysis</em></p><p>· Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals</p><p>· Analyze financial results, identify trends, and deliver actionable insights to senior leadership</p><p>· Collaborate with other departments to optimize workforce planning and productivity</p><p>· Serve as a subject matter expert in financial systems and policy interpretation</p><p>· Advise senior FP& A and business leaders on risks, opportunities, and long-range planning</p><p> </p><p><em>Reporting & Data Tracking</em></p><p>· Oversee creation of performance dashboards and executive-level reports</p><p>· Prepare materials for executive reviews and strategic discussions</p><p>· Recommend action plans to improve business performance</p><p>· Drive continuous improvement in reporting processes and data governance</p><p> </p>
<p>We are looking for a skilled Investment Accountant/Analyst to join our team in McKinney, Texas. In this role, you will focus on analyzing financial data, preparing detailed reports, and supporting strategic investment decisions for our subsidiaries. The ideal candidate will have a strong background in investment accounting and financial analysis, along with a passion for driving process improvements and ensuring compliance with industry regulations.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement financial models to support budgeting, forecasting, and scenario analysis.</p><p>• Conduct thorough analysis of financial data to identify trends, risks, and opportunities for investment portfolios.</p><p>• Prepare and deliver detailed financial reports, including monthly, quarterly, and annual analyses for subsidiary boards and management.</p><p>• Collaborate with various departments to align financial plans with organizational goals and strategies.</p><p>• Evaluate potential investments and acquisitions to support growth initiatives for subsidiaries.</p><p>• Work closely with IT teams to enhance data systems and ensure accuracy and accessibility of financial information.</p><p>• Utilize programming languages like Python or R to streamline processes and automate routine tasks.</p><p>• Manage accounting and reporting for complex investments, including fixed income, equity, and alternative assets.</p><p>• Investigate and resolve discrepancies in daily financial processing and ensure accurate reconciliations.</p><p>• Monitor compliance with internal controls, regulatory standards, and industry practices for investment accounting.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for an experienced Manager of Data Analytics and Costing to join our team in Fort Worth, Texas. This role is essential in driving financial planning, analysis, and costing accuracy within the organization. The ideal candidate will have a strong background in manufacturing cost structures, financial modeling, and team leadership, with a focus on delivering actionable insights and fostering process improvements.<br><br>Responsibilities:<br>• Lead financial planning processes, including budgeting, monthly forecasting, and long-range planning, ensuring alignment with organizational goals.<br>• Conduct detailed variance analyses to compare actual financial results with budgets and forecasts, providing actionable insights and recommendations.<br>• Develop and maintain predictive financial models to support strategic decision-making and scenario planning.<br>• Oversee product and job costing validation processes to ensure accuracy and alignment with operational realities.<br>• Collaborate with operations, production, and supply chain teams to analyze manufacturing variances and identify opportunities for cost savings.<br>• Create and deliver comprehensive management reports and dashboards using advanced tools such as Excel and Power BI.<br>• Implement predictive analytics techniques to anticipate cost trends and mitigate financial risks.<br>• Present financial data and complex analyses in a clear, concise manner for diverse stakeholders, including senior management.<br>• Lead and mentor a team of financial analysts and cost accountants, fostering growth and accountability.<br>• Champion best practices in data analytics and costing, driving continuous improvement across the organization.
<p>We are looking for an experienced Accounts Payable Analyst to join our team in Fort Worth, Texas. In this role, you will handle critical financial tasks and ensure the efficient processing of invoices and payments. The ideal candidate will bring strong organizational skills and a commitment to accuracy, contributing to the seamless operation of our financial processes.</p><p><br></p><p>Exciting Opportunity: Accounts Payable Analyst – Fort Worth, TX!</p><p>Location: Fort Worth, TX 76102</p><p><strong>Schedule: Hybrid – Work from Home Mondays & Fridays!</strong></p><p>Type: Full-Time with Growth Potential</p><p>Join our dynamic finance team and take your career to the next level! We're searching for a sharp, detail-oriented Accounts Payable Analyst ready to make an impact in a fast-paced, rewarding environment.</p><p>What You'll Do:</p><ul><li>Process vendor invoices with precision – ensuring spot-on coding and allocations</li><li>Reconcile payable reports weekly and vendor statements, quickly resolving discrepancies</li><li>Partner with teams and vendors to keep everything running smoothly</li><li>Support month-end close and special projects that showcase your skills</li></ul><p>We're Looking For:</p><ul><li>Bachelor's degree (Accounting/Finance preferred)</li><li>Strong Excel skills (pivot tables, VLOOKUPs – you know your way around data!)</li><li>AP experience is a plus, but enthusiasm and accuracy are key</li></ul><p>Why You'll Love It Here:</p><ul><li>True work-life balance with hybrid flexibility</li><li>3 weeks vacation + bonus eligibility</li><li>Top-tier benefits & real room for growth</li><li>Be part of a supportive team that values your contributions</li></ul><p>Ready to accelerate your career? Apply today – this role won't last long!</p><p><br></p><p>Joe.Faradie at roberthalf com - this is the best way to apply. connect with me on linkedin! </p>
We are looking for an experienced Commercial Finance Manager to join our team in Plano, Texas. This role requires a strong background in financial analysis and modeling, with a focus on supporting commercial operations. The ideal candidate will bring advanced Excel skills and a proven ability to manage financial processes effectively.<br><br>Responsibilities:<br>• Develop and maintain comprehensive financial models to support business decisions and strategic initiatives.<br>• Perform detailed financial analysis, including variance analysis, to evaluate business performance.<br>• Lead the preparation and management of annual budgets, ensuring alignment with organizational goals.<br>• Collaborate with cross-functional teams to provide insights and recommendations on commercial finance strategies.<br>• Oversee budget processes, identifying areas for improvement and ensuring accuracy.<br>• Analyze financial data to identify trends, risks, and opportunities for the business.<br>• Present financial findings and reports to senior management and stakeholders.<br>• Ensure compliance with internal financial policies and external regulations.<br>• Support decision-making processes by providing accurate and timely financial information.
We are looking for 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.
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!!!
We are looking for a detail-oriented Accounts Payable Analyst to join our team in Richardson, Texas. In this role, you will play a crucial part in managing financial transactions, ensuring accuracy, and supporting operational efficiency. This position offers the opportunity to collaborate across departments and contribute to continuous process improvement.<br><br>Responsibilities:<br>• Process and review accounts payable transactions with precision and efficiency.<br>• Identify workflow inefficiencies and collaborate with leadership to implement effective solutions.<br>• Perform reconciliations of accounts payable aging reports, resolve discrepancies, and assist with month-end closing activities.<br>• Address inquiries from branch controllers and other teams, providing clear and timely resolutions.<br>• Prioritize tasks effectively to meet deadlines in a fast-paced environment.<br>• Drive special projects, including automation initiatives and system enhancements, to optimize operations.<br>• Foster strong relationships with internal and external stakeholders by delivering exceptional customer service.
<p>We are looking for an experienced Investment Analyst specializing in compliance to join our team in Fort Worth, Texas. </p><p><br></p><p>exciting <strong><u>Opportunity: Investment Analyst -</u></strong> Compliance at our leading investment firm in Fort Worth, Texas! Leverage your investment firm experience in this dynamic hybrid role, enjoying a flexible schedule and fantastic perks like free gourmet lunches daily. Monitor portfolio guidelines, ensure trade compliance, and collaborate with portfolio management, trading, and risk teams to maintain our state-of-the-art compliance system. Benefit from comprehensive health plans, generous PTO, and a supportive culture that fosters growth. Join a team where your expertise drives impact in a fast-paced, rewarding environment. Apply now for this direct-hire role and elevate your career with unparalleled benefits! Don’t miss the chance to thrive in a role that values your skills and offers a vibrant workplace. Act fast to secure your spot in our innovative firm!</p><p><br></p><p>Joe.Faradie at roberthalf com for confidential consideration</p><p><br></p><p>connect with me on linkedin</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>
<p>An established and growing organization in the life sciences sector is seeking a Senior Income Tax Analyst to join its tax team! This position offers broad exposure across corporate tax, including federal and state compliance, ASC 740 tax provision, and indirect tax reporting.</p><p><br></p><p>The ideal candidate will bring strong analytical skills, technical tax expertise, and the ability to thrive in a fast-paced, collaborative environment. This is a great opportunity for someone looking to deepen their corporate tax experience and make a meaningful impact in a company that values precision, efficiency, and innovation.</p><p><br></p><p>Key Responsibilities:</p><p>Tax Compliance & Reporting</p><ul><li>Prepare and review federal and state corporate income tax returns, extensions, and estimated payments.</li><li>Support quarterly and annual ASC 740 tax provision calculations, including journal entries, reconciliations, and disclosures.</li><li>Manage indirect tax compliance (sales & use, property, VAT), including filings, audits, and exemption certificates.</li><li>Maintain and update tax depreciation schedules, and perform state apportionment and nexus analyses.</li></ul><p>Tax Research & Advisory</p><ul><li>Conduct research on federal, state, and local tax laws; monitor legislative updates and assess their potential impact.</li><li>Partner with internal stakeholders and external advisors on tax filings, audits, and notices.</li><li>Assist with internal and external audit requests, providing timely and accurate documentation.</li></ul><p>Process Improvement & Controls</p><ul><li>Ensure the accuracy of tax-related general ledger accounts and financial reporting.</li><li>Identify and implement process improvements to streamline tax operations and increase efficiency.</li><li>Maintain organized, well-documented records of tax filings, workpapers, and supporting schedules.</li></ul>
<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>
We are looking for an experienced Credit Manager to join our team in Ft. Worth, Texas. In this role, you will oversee credit evaluations and manage customer accounts to ensure financial stability and compliance. This position requires a strong background in credit analysis, excellent problem-solving skills, and proficiency in financial tools and platforms.<br><br>Responsibilities:<br>• Analyze and establish credit limits for customers based on financial data and risk assessment.<br>• Review and adjust existing customer credit limits, preparing detailed financial analyses and reports.<br>• Address customer inquiries regarding account statuses and resolve issues promptly.<br>• Investigate discrepancies in customer payments, including overpayments and underpayments.<br>• Prepare and execute legal documentation to safeguard company interests.<br>• Recommend and secure approvals for special payment terms, such as progress billing or extended payment arrangements.<br>• Monitor and resolve issues within customer billing portals to facilitate timely payments.<br>• Utilize financial software, including Trend, to perform queries and manage data effectively.<br>• Collaborate with internal teams to ensure credit decisions align with company policies and objectives.
We are looking for a skilled Tax Manager to join our team in Dallas, Texas. This role involves managing multiple client accounts, preparing financial reports, and ensuring compliance with federal and state tax regulations. The ideal candidate will possess strong organizational abilities and expertise in accounting systems to effectively support client needs.<br><br>Responsibilities:<br>• Serve as the primary point of contact for clients, fostering clear and effective communication.<br>• Manage monthly accounting tasks for a portfolio of 20 to 50 clients.<br>• Reconcile multiple accounts on a regular basis to ensure accuracy and completeness.<br>• Prepare and file federal and state payroll tax reports in compliance with regulations.<br>• Develop financial budgets tailored to client requirements.<br>• Handle bill payments and deposits on behalf of clients.<br>• Participate actively in staff meetings to share insights and updates.<br>• Lead discussions with clients regarding financial performance, budgets, and organizational goals.<br>• Propose workflow enhancements to improve efficiency for both clients and the management team.<br>• Stay current in the field by engaging in continuing education opportunities and other development activities.
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.
<p>We are looking for an experienced Tax Director to lead and manage our tax practice in Dallas, Texas. This pivotal role requires a blend of strategic leadership, technical expertise, and client relationship management to drive growth and deliver exceptional tax services. The ideal candidate will excel in mentoring teams, overseeing complex tax engagements, and ensuring compliance with regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Establish and execute strategic goals for the tax practice to enhance service quality, client satisfaction, and overall business growth.</p><p>• Cultivate strong relationships with clients, offering expert advice on complex tax issues and financial strategies tailored to their needs.</p><p>• Manage a diverse portfolio of tax engagements across multiple industries, ensuring timely and accurate delivery of value-added services.</p><p>• Provide mentorship and coaching to tax team members, fostering growth and a culture of excellence.</p><p>• Stay informed on evolving tax laws and regulations, serving as a technical leader and offering innovative solutions to complex challenges.</p><p>• Oversee budgets and resource allocation for tax engagements, optimizing team performance and ensuring projects meet deadlines.</p><p>• Prepare and present detailed tax reports and strategic recommendations to clients and firm leadership.</p><p>• Lead initiatives aimed at improving tax methodologies, tools, and practices while conducting training programs to enhance team capabilities.</p><p>• Ensure all tax engagements comply with federal, state, and local regulations.</p>
<p>We are looking for a highly experienced Sr. Tax Manager to join our team in Southlake. In this role, you will oversee tax compliance processes and collaborate directly with external organizations to resolve tax-related issues. The ideal candidate will possess strong analytical skills and enjoy working with multi-entity structures, ensuring accuracy in financial reconciliations and tax filings.</p><p><br></p><p>Responsibilities:</p><p>• Handle tax compliance and reporting processes, ensuring all filings adhere to applicable regulations.</p><p>• Collaborate directly with external organizations to address and resolve tax-related notices and issues(must be seasoned with working with the IRS directly in resolving issues and must obtain CAF #)</p><p>• Conduct detailed research and analysis of multi-entity tax structures to provide accurate insights.</p><p>• Manage the preparation of annual income tax provisions and corporate tax returns.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax software to streamline tax processes and improve accuracy.</p><p>• Oversee entity formation processes, ensuring proper documentation and compliance.</p><p>• Perform reconciliations and automate processes to enhance operational efficiency.</p><p>• Maintain strong client relationships by providing clear, detail-oriented communication and support.</p><p>• Stay updated on tax laws and regulations to ensure compliance and minimize risks.</p><p>• Analyze financial data to identify trends and opportunities for improved tax strategies.</p><p><br></p><p>If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via linked in.</p>
