70 results for Assistant Treasurer in Houston Tx

Treasury Analyst/Assistant Treasurer We are offering an exciting opportunity for a Treasury Analyst in Houston, Texas. As a key member of our team, you will be responsible for a variety of treasury and accounting functions across our industry. Your work will be pivotal in maintaining financial stability and ensuring efficient operations. Responsibilities: • Utilize your knowledge of Microsoft Excel and SAP S/4HANA to manage and analyze financial data.• Handle all accounting functions with high accuracy and attention to detail.• Conduct account reconciliation on a regular basis to ensure accuracy of financial records.• Manage Accounts Receivable (AR) to ensure timely and accurate payment processing.• Analyze Financial Statements to identify trends, anomalies, and opportunities for improvement.• Carry out auditing tasks as required, ensuring compliance with financial regulations and standards.• Act as a point of contact for financial inquiries, providing prompt and accurate responses.• Monitor and manage customer accounts, taking appropriate action as needed.• Maintain up-to-date knowledge of industry trends and developments to inform financial decision-making.• Continuously strive for process improvement in all aspects of the treasury function.

Assistant Controller A $200+ million renewable energy company is seeking an Assistant Controller in Houston, Texas. This is a fantastic opportunity for someone looking for hybrid work with autonomy over Accounting entries, standards, and compliance. CPA Strongly preferred! Responsibilities: • Create and manage GAAP Accounting Policies• Oversee Audit and Regulatory Compliance• Manage the month-end close • Oversee Financial Reporting and analysis• Supervise tax filings• Handle complex accounting questions and technical accounting • Ad-Hoc Projects as they come up company-wide• Handle Intercompany Transactions

Assistant Controller Job Title: Assistant ControllerLocation: The Woodlands, TexasEmployment Type: Full-Time (Hybrid Schedule)Company Overview:Our client, a rapidly expanding company in The Woodlands, is seeking an experienced Assistant Controller to join their growing team. This newly created position is a result of the company’s continued success and expansion. The company offers world-class benefits, a collaborative environment, and significant opportunities for professional growth.Key Responsibilities:<ul><li>Oversee and manage the monthly, quarterly, and year-end close processes, ensuring compliance with US GAAP.</li><li>Collaborate closely with operational leaders to align financial reporting with business performance and operational goals.</li><li>Lead and mentor the accounting team, providing guidance and fostering professional development.</li><li>Prepare and review SEC filings (10-Q, 10-K, and other required reports), if applicable.</li><li>Drive continuous process improvement initiatives and assist with ERP system implementation projects.</li><li>Ensure compliance with internal controls, corporate policies, and regulatory requirements.</li><li>Support audits, including liaising with external auditors and internal stakeholders.</li></ul>Work Schedule:<ul><li>Hybrid: Four days in-office and one day remote when not in close.</li><li>In-Office: Five days per week during the monthly close process.</li></ul>Benefits:<ul><li>Comprehensive health, dental, and vision insurance</li><li>401(k) with company match</li><li>Generous paid time off and holiday schedule</li><li>Professional development and career advancement opportunities</li></ul>How to Apply: Interested candidates are encouraged to submit their resume

Assistant Controller We are inviting applications for the position of an Assistant Controller located in Willis, Texas. The individual in this role will be instrumental in supporting our financial operations, ensuring compliance with regulatory standards, and contributing to efficient financial management. The Assistant Controller will work closely with the Controller and various departments to handle daily accounting tasks and provide strategic financial insights. Responsibilities: • Oversee the creation of financial statements in accordance with GAAP. • Be actively involved in the generation of monthly, quarterly, and yearly financial reports for stakeholders. • Leverage financial data to pinpoint trends, discrepancies, and areas for enhancement. • Take charge of the general ledger, accounts payable, accounts receivable, and payroll operations. • Ensure the prompt and accurate conclusion of month-end and year-end closing procedures. • Reconcile accounts, address discrepancies, and maintain corresponding documentation. • Aid the Controller in maintaining compliance with local, state, and federal regulations. • Facilitate internal and external audits by providing required documentation and analysis. • Develop and supervise internal controls to protect company assets. • Contribute to the preparation and monitoring of budgets and forecasts. • Collaborate with various departments to monitor spending and ensure budget adherence. • Guide and supervise entry level accounting staff. • Identify opportunities for process improvement in accounting and implement best practices. • Support the integration of new software or tools to enhance financial reporting and data analysis. • Handle ad-hoc projects as directed by the Controller or CFO.

Assistant Controller We are offering an exciting opportunity for a Controller in The Woodlands, Texas. This role is crucial in our finance department, responsible for preparing and consolidating financial statements, managing the general ledger, and ensuring compliance with company and regulatory standards. This role is also tasked with leading the accounting team and developing continuous improvement measures to enhance efficiency and accuracy. Responsibilities: • Prepare and consolidate financial statements and reports• Establish and maintain internal controls within the finance department• Manage all aspects of the general ledger• Ensure strict compliance with company and regulatory standards• Provide detailed financial analyses on a monthly, quarterly, and year-end basis• Stay updated on changes in accounting regulations and standards for compliance and adoption with generally accepted accounting principles• Analyze and report cost variances for management review• Supervise the accounting team's performance during the closing process to meet deadlines• Review month-end account reconciliations of all entities• Streamline existing processes and develop continuous improvement measures to enhance efficiency• Manage the ERP system and create report writing• Coordinate all audit procedures performed by external auditors and prepare year-end audited financial statements• Prepare and/or review of borrowing base certificates and accounting transaction memorandums. For confidential consideration, email your resume to [email protected]

Assistant Director of Revenue Cycle Our client located in Bellaire, TX is currently seeking an energetic and results-driven individual to join their rapidly growing team as an Assistant Director of Revenue. This position is primarily responsible for planning, organizing, and directing the revenue cycle activities of the healthcare organization. Responsibilities: Review and manage all aspects of the daily revenue cycle operations.Work collaboratively with other departments to ensure compliant and efficient revenue cycle management.Develop, implement, and maintain revenue cycle goals and objectives.Assist in the preparation, review, and approval of the budget and financial forecasts in relation to revenue.Ensure the revenue cycle team is up-to-date on the latest healthcare regulations and trends.Lead and motivate the revenue cycle team to enhance performance by setting clear, accountable performance measures.Build and maintain relationships with key stakeholders and vendors.Qualifications: Bachelor's degree in Business Administration, Finance, or related field. MBA or Master's in Health Administration is required.Minimum of 7 years experience in healthcare revenue cycle management. And 10+ Years Management Experience.Excellent understanding of healthcare billing/coding procedures.Strong leadership and team management skills.Outstanding communication skills, both written and verbal.Proficient in Microsoft Office suite (Excel, Word, PowerPoint).Detail-oriented with an analytical bent of mind.This is a direct hire opportunity working one day from home paying up to 125k plus benefits and bonuses.

Assistant Controller We are in search of an Assistant Controller to join our team in Pearland, Texas. The chosen candidate will play a vital role in our financial operations, including assisting with financial statement preparation, auditing inventory control processes, and coordinating audits. This role is integral to the successful management of our accounts payable and receivable functions, as well as the maintenance of our accounting software. Responsibilities:• Contribute to the creation and examination of monthly, quarterly, and yearly financial statements.• Aid the VP of Finance in creating and overseeing financial policies, procedures, and internal controls.• Conduct reconciliations of the general ledger and aid with the closing processes at the end of the month and year.• Evaluate financial performance and generate reports for management to aid in decision-making.• Organize and manage audits, maintaining a strong relationship with external auditors and internal stakeholders.• Oversee accounts payable and receivable operations, guaranteeing efficient and precise processing.• Audit processes for inventory control to ensure accurate and current records for raw materials, finished goods, and work in progress.• Generate and upkeep detailed inventory reports, including reconciling physical inventory with financial records.• Guarantee proper valuation of inventory based on cost methods and compliance with accounting principles.• Utilize current ERP system to boost operational efficiency.• Assist in maintaining the integrity of data in accounting software.• Support the VP of Finance in financial analysis and special projects as required.• Ensure compliance with all regulatory requirements and financial reporting standards. For immediate consideration, contact Mark, [email protected]

Controller We are looking for a diligent Controller to join our team located in The Woodlands, Texas. The Controller will work closely with the leadership team, taking charge of the company's financial and regulatory matters. Responsibilities• Take ownership of the company's fiscal and regulatory matters• Lead the Tax, Treasury, Commercial Affairs, and Corporate Finance operations• Manage Statutory and Regulatory reporting requirements• Work alongside the leadership team to determine the organization’s overall financial direction• Create a risk-intelligent culture with a positive impact on employees• Maintain accurate customer credit records• Resolve customer inquiries and monitor customer accounts• Process customer credit applications accurately and efficiently• Collaborate with the CFO to provide financial leadership. For immediate consideration, contact Mark, [email protected]

Treasury Supervisor Newly available Treasury role! Our client, a well-established firm is looking to hire a Treasury Lead/Supervisor to join their team on a permanent basis to work under the Controller.As the Treasury Lead/Supervisor, you will be responsible for ensuring all cash management activities for the firm are managed in accordance with the firms policies as well be supporting month end close activities to include reconciliations, research and prepare the financial reporting package to present to the Controller.This role will be responsible for supervising some staff so some indirect and or direct supervisory responsibilities are required. To be considered, the ideal candidate will have the following, Degree in Accounting, Finance or EconomicsHave 5+ years of Treasury Experience out of a financial services oriented organization.Must have ACH processing experience and cash management experience***Must have or be pursuing – NACHA Certification - MUST HAVE For more information on this role or other opportunities we are working on please feel free to contact me directly.

Controller We are in search of a Controller for a manufacturing company located near the Galleria. Texas. Occupying a key role in the financial industry, the Controller will be tasked with managing and overseeing all financial transactions and reports, ensuring accurate financial recording, and implementing effective financial strategies and controls. Responsibilities: • Manage all aspects of accounting; billing, financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance, inventory accounting, revenue recognition, and various special analyses.Manufacturing/ Standard cost accounting• Manage and comply with local, state, and federal government reporting requirements and tax filings.• Coordinate the preparation of the corporate annual report.• Recommend benchmarks for measuring the financial and operating performance.• Monitor and analyze monthly operating results against budget.• Direct and coordinate company financial planning and budget management functions.• Manage the preparation of financial outlooks and financial forecasts.• Work with department managers to develop five-year business plans.• Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures.• Design, establish, and maintain an organizational structure to effectively accomplish the department’s goals and objectives.• Serve as primary government liaison relative to financial issues.

Controller Job Title: ControllerLocation: Houston, TXIndustry: Non-profit Non-profit organization in Houston is seeking an experienced Controller to join their team. The ideal candidate will hold a CPA certification, possess multi-entity experience, and be capable of leading a team of 5 accounting professionals. This role is responsible for overseeing all financial activities, ensuring compliance with regulations, and optimizing financial operations to support the organization's mission. Controller Responsibilities:<ul><li>Oversee all financial operations, including accounting, budgeting, and financial reporting for the organization and its multiple entities.</li><li>Lead and mentor a team of 5 accounting staff, providing guidance and fostering a collaborative work environment.</li><li>Ensure accurate and timely month-end close processes, including financial statements, reconciliations, and variance analysis.</li><li>Manage and monitor cash flow, ensuring proper fund allocation across multiple entities.</li><li>Coordinate with external auditors and ensure timely completion of audits and other regulatory requirements.</li><li>Develop and implement financial policies, procedures, and controls to maintain financial health and ensure regulatory compliance.</li><li>Collaborate with leadership to support strategic initiatives, including budget planning, forecasting, and financial analysis.</li><li>Utilize accounting software (Yardi experience is a plus) to streamline financial processes and reporting.</li></ul>

Controller We are in search of a Controller to join our team in the construction and contracting industry. Based in Houston, Texas, this role involves managing various accounting functions, utilizing different accounting software systems, and overseeing financial services. Responsibilities: • Managing the effective use of accounting software systems such as 3M, CRM, and Crystal Reports • Ensuring all accounting functions, including Accounts Payable (AP) and Accounts Receivable (AR), are carried out efficiently • Overseeing the auditing process to ensure accuracy and compliance • Utilizing ADP - Financial Services for managing and processing financial data • Conducting budget processes for the organization, ensuring financial efficiency and sustainability • Using the percentage (%) of completion method to track project progress and financial status • Ensuring all financial reports and records are accurate and up-to-date.

Controller We are seeking a Controller for our team based in Houston, Texas. This role is crucial within our family office accounting environment, with a focus on intercompany accounting, general ledger maintenance, and reconciliations. This role offers an exciting opportunity for individuals who are skilled in account reconciliation and possess a keen eye for detail. Responsibilities:• Oversee and manage the entire general ledger system• Conduct intercompany transactions and reconciliations to ensure all business transactions are accounted for• Maintain accurate and comprehensive financial records• Handle customer inquiries and resolve issues promptly• Monitor customer accounts and take appropriate actions as needed• Implement and uphold accounting policies and procedures to ensure compliance with standards• Coordinate with the team to process customer credit applications efficiently• Regularly review and analyze financial data and prepare financial reports• Collaborate with team members to improve financial processes and systems• Ensure all financial reporting deadlines are met. For immediate consideration, contact Mark, [email protected]

Accounts Payable Supervisor/Manager Our client is currently in need of an Accounts Payable Manager to join their construction/property development/property management team on a contract to possible full-time basis. Your primary responsibilities will include managing accounts payable operations, ensuring accurate and timely vendor payments, and compliance with financial policies.Responsibilities:• Supervise and train Accounts Payable team members to foster detail oriented growth, ensure accountability, and achieve department goals• Manage the weekly imports and reconciliation of Concur files into the company's accounting software• Oversee and be responsible for the weekly accounts payable check runs, including generating the check runs• Review and approve the set-up of all new vendors• Monitor vendor relationships and accuracy in payment systems, assists with vendor ACH payment setups• Manage the month-end close requirements for Accounts Payable using the Monthly Import Checklist• Responsible for the annual 1099 reporting• Assist with internal (SOX) and external audits for Accounts Payable items (invoices and checks)• Document processes and procedures for cash disbursements and importing of Concur data• Oversee and review multiple bank reconciliations, work with staff on reconciling items and escheating old outstanding AP checks• Handle monthly Cash items and reporting requirements• Participate in making treasury management enhancements for accounts payable• Assist with other accounting duties as needed for cross-training of tasks

Accounting Manager We are in search of an Accounting Manager to join our team in Houston, Texas. As an Accounting Manager, you will be at the forefront of executing and managing the company's accounting, reporting, treasury, budgeting, financial analysis, internal controls, and compliance. This role offers an exciting opportunity to be part of a dynamic work environment, where you will play a crucial role in maintaining the financial health and stability of the company. Responsibilities:• Execute and manage the company's accounting and reporting functions effectively• Take charge of the Treasury function, including daily cash reporting, monitoring of Letters of credit, and compliance reporting • Spearhead month-end close, account reconciliations, accruals, and revenue recognition• Assist in the preparation of financial statements, budgets, forecasts, and ad-hoc reports• Oversee AP/AR functions, ensuring timely and accurate disbursements and receivables• Collaborate with external auditors to provide necessary information for the annual audit• Comply with all local, state, and federal laws regarding finances, tax filings, and reporting• Conduct technical accounting research and manage complex accounting issues• Provide dynamic leadership to the accounting team, fostering an environment of trust, growth, and productivity• Maintain accounting infrastructure within ERP platform (Microsoft Great Plains)• Lead the roll-out of Blackline Reconciliations and serve as the system admin for general maintenance on reconciliations, task management, and user profiles• Maintain COA and Checkbooks within Great Plains and serve as a general admin.

Controller This position is ideal for someone who is driven by high expectations. You're a likely candidate for this job if you thrive in a role where integrity, reliability and leadership are valued. Candidates who would be excited to take responsibility for an accounting and clerical department will be interested in Robert Half's opportunity to join a successful company as a Controller. Based in the Pearland, Texas area, this opening for a Controller is a permanent position. This role's duties will require planning and directing all accounting operational functions, handling the accumulation and consolidation of financial data for internal and external financial statements, evaluating accounting and internal control systems, and leading departmental staff. This role's duties will require effectively managing self and others within strict time constraints when providing client services, leading while also being a team player, generating innovative ideas, and challenging the status quo. If your ideal job offers you exceptional compensation and benefits and potential for career growth, this is a good fit! Your responsibilities - Research, plan and implement Finance Department initiatives including software and systems implementation and other departmental or firm-wide improvements, as needed - Lead the operations of the finance department which includes accounts payable, billings & collections, and payroll - Manage the production of the annual budget and forecasts and monitor on a monthly basis - Inspect deliverables of self and team to ensure that they meet client expectations - Work closely with executive team and partners to facilitate efficient and effective firm-wide operation - Comfortable handling responsibilities beyond formal job duties - Manage daily cash and prepare cash-flow reports, projecting cash needs at weekly and monthly intervals - Present monthly financial reports to executive committee and partners - Assess, execute and improve policies, procedures, controls and most methodologies - Drive the timing for monthly billing and other cash management techniques to ensure the timely cash collection - Perform tasks associated with month-end and year-end close of income statement and balance sheet, account reconciliations & G/L analysis

Plant Controller We are offering an exciting opportunity for a Plant Controller in the petrochemical industry, based in Pasadena, Texas. The selected candidate will play a crucial role in steering the financial direction of our operations. This position will entail various responsibilities, including overseeing financial operations, managing budgets, and ensuring compliance with financial regulations. Responsibilities: • Execute, monitor, and create detailed financial plans and forecasts for the petrochemical plant. • Oversee the budget and financial operations of the plant, identifying opportunities for cost savings. • Utilize ERP systems for data input, tracking operations, and generating reports. • Collaborate with different plant departments to boost operational efficiency. • Lead audit processes and ensure the implementation of appropriate internal controls. • Convey details of financial performance to management and stakeholders effectively. • Develop and implement financial policies and procedures to streamline operations. • Play an active role in strategic planning, fraud prevention, and budget development. • Review financial reports regularly to ensure accuracy and compliance with all financial laws, regulations, and standards.

Controller We are offering an exciting opportunity for a Controller in South Houston. The selected candidate will become a vital part of our team, playing a key role in managing and overseeing the financial activities of our organization.Responsibilities: • Oversee auditing activities to ensure accuracy and compliance with standards and regulations.• Manage and optimize budget processes to ensure financial efficiency.• Utilize Epicor software for various accounting tasks.• Ensure the timely and accurate completion of month-end close procedures.• Handle the generation and analysis of financial reports using Crystal Reports.• Monitor and manage all accounts, ensuring accurate and up-to-date records.

Controller Do you want more from your career than jargon and spreadsheets? We have an action-packed, full-time position for a commanding leader ready to leap tall ledgers and balance budgets in a single bound! Your mission, should you choose to accept it, is to bring strategic dynamism and management prowess to our accounting function.Location: Our Secret Headquarters in Texas.Got a sidekick or two? Don't worry! We offer relocation assistance to all superheroes and their trusty companions. Your Superpowers:<ul><li>Become the mastermind behind our accounting function, shaping the destiny of financial reporting, technical accounting, regulatory rules, GAAP and much more.</li><li>Be the guardian of our financial reporting fort, creating an impenetrable stronghold of policies and protocols, always in alignment with GAAP and statutory regulations.</li><li>Use your x-ray vision to keep our financial statements accurate, complete and timely - always staying within GAAP and regulatory guardrails.</li></ul>Your Justice League Includes:<ul><li>Statutory reporting for various councils and agencies;</li><li>Overseeing statutory and GAAP audits, ensuring evil financial foes can't fiddle with our figures;</li><li>Strategizing and guiding our financial operations while leading all finance and accounting activities with a heroic hand.</li></ul>What's a superhero without their team?Mentor and inspire your sidekicks, fostering their professional growth; remember, feedback is just another word for power-up! Desired Superhero Gadgeteer Kit:<ul><li>Bachelor’s degree in accounting: Because, yes, even superheroes need a day job.</li><li>Demonstrated industry knowledge: Can't rise to the top without knowing the game.</li><li>Managerial experience: Because nobody wants a rookie running the show.</li><li>Cool as a cucumber under pressure because, well, heroes can't crumble under the pressure.</li><li>Ability to build strong alliances with other departments, allies, and even government organizations.</li><li>Superior problem-solving skills; it's a wild world out there, and we need you to find the way.</li><li>Knowledge and experience in SOX compliance and internal controls; every hero needs their playbook.</li><li>CPA Certification; consider it the shining badge on your superhero suit.</li><li>And most importantly, the will to sweat outside regular working hours; because let's face it, a hero's work is never done!</li></ul>

Controller We are offering an exciting opportunity in Texas City, Texas for a Controller within the industry. This role primarily involves overseeing accounting functions, utilizing various software systems, and managing financial services. Responsibilities: • Oversee and manage all general ledger accounting functions • Utilize 3M and other accounting software systems for efficient financial management • Work with ADP for financial services to ensure smooth financial operations • Use CRM to manage and analyze customer interactions and data • Prepare and analyze reports using Crystal Reports to support strategic financial decisions • Supervise the processes for accounts payable (AP) and accounts receivable (AR) to ensure accuracy and timeliness • Conduct regular auditing to ensure compliance and accuracy of financial data • Oversee and manage budget processes, planning, and implementation • Respond to customer inquiries and resolve issues as needed • Monitor customer accounts and take appropriate actions when necessary

Tax Manager - Public We are offering an exciting opportunity in Houston, Texas, for a Tax Manager - Public to join our team. In this role, you will work closely with our Tax Department, coordinating tax planning strategies for our clients. This role is integral to maintaining our commitment to providing excellent customer service. Responsibilities:<ul><li>Handle the execution of state and federal tax returns for complex individuals, as well as trusts and estates</li><li>Develop and present federal and state tax return material for partnerships and S-Corporations, which includes the initiation of working trial balance in Excel</li><li>Systematize and formulate tax data pertinent for data entry using Lacerte tax software</li><li>Contribute assistance to tax-related considerations, forecasting, and queries from the IRS</li></ul>

Tax Manager - Public Our client is a wealth management firm in Houston is seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate will have a strong background in individual and family tax returns, as well as expertise in Roth conversions. This role is perfect for a Tax Senior ready to take the next step in their career or an existing Tax Manager looking for a new challenge.Tax Manager Responsibilities:Tax Planning and Compliance:<ul><li>Review individual and family tax returns ensuring accuracy and compliance with federal and state tax laws.</li><li>Conduct Roth conversion analysis and implement strategies for clients.</li><li>Advise clients on tax planning strategies to minimize tax liabilities and maximize financial outcomes.</li><li>Stay updated on changes in tax regulations and ensure compliance across all client accounts.</li></ul>Client Relationship Management:<ul><li>Build and maintain strong relationships with clients, providing exceptional service and support.</li><li>Conduct regular meetings with clients to discuss tax strategies, financial goals, and investment opportunities.</li><li>Respond to client inquiries and provide timely and accurate tax-related information.</li></ul>Team Leadership and Development:<ul><li>Lead and mentor a team of tax professionals, providing guidance and support to ensure high-quality work and professional growth.</li><li>Review and supervise the work of junior staff, ensuring accuracy and adherence to company standards.</li><li>Assist in the recruitment and training of new team members.</li></ul>Process Improvement:<ul><li>Identify opportunities to improve tax processes and procedures, enhancing efficiency and accuracy.</li><li>Implement best practices for tax preparation, review, and filing.</li><li>Collaborate with other departments to ensure a seamless and integrated client experience.</li></ul>

Cash Management Supervisor Our client is hiring a Cash Management Supervisor in Houston, Texas. The role involves supervising a large team and managing multi-state operations in a high-volume setting. Responsibilities:• Oversee the daily operations of cash management, including transactions and cash flow• Manage bank account balances and prepare relevant reports• Implement cash management strategies in compliance with current policies and procedures• Build and sustain relationships with banking institutions• Manage the organization's bank accounts• Collaborate with banks for the prompt resolution of any queries or issues• Uphold compliance with internal controls, policies, procedures, and regulations relevant to cash management• Monitor and handle accounting functions and accounts receivable• Conduct auditing, bank account reconciliation, and cash flow forecasts• Prepare and manage cash flow reports

Tax Manager - Public We are seeking a Tax Manager - Public to join our team in Houston, Texas. The role is centered around the creation and management of our tax division. This involves selecting the appropriate tax preparation software, coordinating with other departments for data collection, and determining the deliverables we provide. This role is essential in our organization, as you will be responsible for preparing income tax returns and performing tax projections for clients. Responsibilities: • Establish and manage the tax division of our organization. • Select and implement the appropriate tax preparation software. • Collaborate with the wealth management department for effective data collection from clients. • Determine the deliverables that will be provided to clients. • Prepare income tax returns and serve as the primary contact for this process. • Conduct tax projections for clients in coordination with the wealth management department. • Act as an in-house consultant for tax projections throughout the year when analyzing stock option strategies, optimizing Roth conversions, and other tax-sensitive situations. • Contribute to firm Marketing efforts by writing articles relevant to clients and prospective clients. • Attend weekly Wealth Management meetings and bi-monthly Leadership Team meetings. • Be prepared for extended working hours during tax season, with flexibility throughout the rest of the year.

Accounting Manager We are in search of an experienced Accounting Manager/Supervisor to join our team in Sugar Land, Texas. In this role, you will play a pivotal role in our financial operations, overseeing the AP, AR, and Payroll functions. You will also supervise a team of employees and provide support for both external and internal audits. Responsibilities: • Oversee the management of US Accounts Payable (AP), Accounts Receivable (AR), and Payroll • Supervise, train and mentor a team of employees • Provide support during internal and external auditing processes • Collaborate with the Treasury team to effectively manage cash flow • Review and perform certain balance sheet reconciliations • Suggest improvements in AP/AR/Payroll processes when necessary • Carry out other duties to assist the Controller as required • Leverage skills in SAP and supervisory management to improve efficiency and effectiveness • Ensure month-end close processes are completed in a timely and accurate manner • Manage billing functions to ensure smooth operations and customer satisfaction.