58 results for Senior Treasury Analyst Renewables Client in Houston, TX

Senior Financial Analyst upstream reporting Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working with an upstream oil and gas client that is looking for a Senior Financial Analyst that will focus on analytics and reporting of Operating unit to Upstream Parent. Candidate reporting in a Director will be working and analyzing US operations and must have strong technical accounting knowledge of US GAAP and knowledge of IFRS. Candidate must have a Bachelor’s Degree in Accounting, prior public accounting, working experience working for an Upstream Oil and Gas company, prior GAAP / IFRS knowledge and Technical Accounting. Role is about 70 percent analysis. Company supports a hybrid work model. Company's compensation make up is base salary, bonus potential, equity and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Senior Financial Analyst upstream client in the subject line.

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to be a part of our Real Estate Development client located in the Galleria area of Houston, Texas. The person in this role will be tasked with analyzing financial data, maintaining financial models, and preparing reports for management. This role also involves communicating with leadership at various levels and assisting with financial evaluations of potential M& A opportunities. Responsibilities• Carefully examine and analyze financial data to identify trends.• Develop, maintain, and enhance financial models and dashboards.• Prepare comprehensive reports for management based on financial data analysis.• Communicate effectively with leadership at various levels, translating complex financial results into clear outcomes and calls-to-action.• Conduct research on peer and related industry metrics for benchmark analysis.• Assist in crafting presentations for the board of directors, credit rating agencies, potential investors, and recommendations to the Management Team.• Support due diligence activities and assist in the financial evaluation of potential M& A opportunities.• Ensure data accuracy and integrity across all financial planning applications and reporting channels.• Use tools such as Microsoft Power BI to create and manage reporting dashboards.• Apply skills in Auditing, Budget Processes, Capital Management, and Financial Modeling for various tasks.

Financial Analyst Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working with an investment client that crosses into a number of different sectors. This client is looking to hire a Financial Analyst that completed an internship while in school and who has recently graduated and is ready to start a career journey. This team has two individuals that started as entry level analyst and have grown to leaders in the company. Company is supportive and ready to bring in a candidate that wants to be set up for success. Candidate must have a Bachelor’s degree in Finance or Accounting with a GPA of 3.4 or better and must produce transcripts detailing success in Finance classes, a mastery of Microsoft Excel and general interest in having a finance career. This Galleria client will interview over the next several weeks. Company's compensation make up is base salary, discretionary bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Analyst in the subject line.

Sr. Financial Analyst We are seeking a FP& A Manager for our multi-billion dollar revenue client in West Houston. In this role, you'll be handling all corporate FP& A communications across the organization, manage FP& A Activities, build and maintain key reports for specific activities for month-end, forecast, and budgeting, among other responsibilities. Responsibilities:• Manage FP& A activities• Oversee Budgeting, Forecasting, Financial Statements• Communicate with Business Leaders to make informed financial and business decisions• Financial Reporting• Variance Analysis• Build and maintain Financial Models• Train and Mentor FP& A team• Work Closely with Accounting

Trade Settlements Analyst Hybrid Role Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Renewables client in downtown Houston. This newly created Trade Settlements will <ul><li>Process trade confirmations, settlements, and discrepancies to ensure accuracy and compliance with industry regulations.</li><li>Coordinate with trading and financial teams to resolve issues through collaboration and effective communication.</li><li>Maintain accurate records of all trades and settlements, providing reports for reconciliation purposes.</li><li>Support the monthly and quarterly close processes, contributing to timely financial reporting</li></ul>Candidate must have a Bachelor’s Degree, 3 plus year’s of Trade Settlements experience, advanced Microsoft Excel and energy trading industry a must! Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Trade Settlement Accountant in the subject line.

Sr. Financial Analyst Cindy Bradley is currently recruiting Sr. Financial Analyst for a very successful Mfg company that has multiple product lines - sells products throughout multiple states and online. Experience with Mfg or Retail or e-commerce would be a homerun for someone to join this growing organization! Qualifications and Skills Required: Bachelor’s degree in Finance or Accounting (or related concentration). 3-5 years of detail oriented experience in financial analysis, budgeting, forecasting, and G/L close. Demonstrated expertise in Excel (advanced level required, including pivot tables, advanced formulas, and data modeling). Hands-on experience driving insights into gross profit margins, pricing analysis, and variance reporting. Strong communication skills with the ability to present financial data to key stakeholders, including non-financial audiences. A track record of success working on cost improvement projects (CIPs) and process efficiency initiatives. Experience with POS data analysis and translating retail/e-commerce data into actionable recommendations. Preferences: Experience in retail or e-commerce environments is strongly preferred. Familiarity with Fishbowl Inventory Software and its integration capabilities with accounting platforms (e.g., Intuit QuickBooks, Xero, Reckon). Solid understanding of inventory management tasks, including barcoding, batch tracking, and advanced bill of materials. What We Offer: Competitive compensation based on experience. Opportunities for detail oriented growth and development. A collaborative environment focused on data-driven decision-making and innovation. The chance to work on impactful projects across a diverse range of product lines. We are excited to find a motivated Senior Financial Analyst who can bring their expertise to a fast-paced and dynamic environment. This is your opportunity to make a difference in a multi-faceted organization that values your contributions. Immediate interviews ! Contact Cindy Bradley for more information: [email protected].

Treasury Analyst We are offering a long-term contract employment opportunity for a Treasury Analyst based in The Woodlands, Texas. The successful candidate will be instrumental in managing various financial operations, including processing payments, maintaining compliance with internal controls, and administering credit card programs. Responsibilities:• Efficiently process daily payments, including checks, wire transfers (both domestic and international), and ACH transfers.• Collaborate with AP/AR/back-office group for resolving payment inquiries.• Conduct research and provide prompt responses to all business and bank-related inquiries.• Prepare necessary documentation for the opening and closing of bank accounts and updating account signatories.• Review and approve new SAP vendor setups.• Administer the credit card programs.• Maintain compliance with internal controls and assist with responding to requests from both internal and external audit teams.• Use PC and/or ERP systems and software to prepare reports, graphs, and charts of developed data.• Reconcile SAP cash clearing accounts for electronic payments and bank statement posting.• Carry out other duties as assigned to ensure the smooth operation of the Treasury Department.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in the vibrant area of Houston, Texas. The role primarily involves conducting detailed financial analysis, developing key performance indicators (KPIs), and creating advanced financial models. The role will be based in a hybrid workplace and will be instrumental in shaping financial strategies and driving operational excellence. Responsibilities: • Conduct comprehensive financial performance analysis to provide data-driven insights for decision making • Develop and refine KPIs that enhance operational efficiency and effectiveness • Engage with various teams and executives to create forecasts aligned with the organization’s overarching strategy • Utilize tools like Power BI to build and enhance dashboards for visualizing success and identifying opportunities • Serve as the primary point of reference for financial guidance in a hybrid work environment • Master the art of storytelling through financial data, transforming complex data into actionable insights • Utilize data analytics skills to improve forecasting and develop advanced models • Leverage data mining techniques to gather and analyze financial data for better capital management • Oversee and improve budget processes to ensure financial health and sustainability • Utilize financial planning and analysis skills to guide the company's financial future.

Merger and Acquisition Senior Analyst Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. Responsibilities: • Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.• Engage with external partners to guarantee timely and high-quality deliverables.• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. As a Sr. Financial Analyst, you will be involved in a variety of financial operations, including financial analysis, valuation, M& A modeling, and budgeting. You will be working in a fast-paced environment where your analytical and problem-solving skills will be put to the test. Senior Financial Analyst Responsibilities:• Carry out complex financial analysis and valuation to support business decisions.• Participate in Mergers & Acquisitions (M& A) modeling, including analyzing critical assumptions.• Assist in the execution of financing transactions and manage lender and partner compliance reporting.• Contribute to the development of quarterly earnings reports and presentations.• Support budgeting and forecasting activities to ensure financial goals are met.• Conduct industry and competitive analysis in power markets, renewable attribute markets, and commodity markets.• Oversee operations, development, and capital investment financial reporting and forecasting.• Conduct investment research and perform business and counterparty due diligence.• Assist in contract negotiation to support business operations.

Financial Analyst We're searching for a dynamic go-getter who is both organizationally competent and experienced in thriving in swift, change-driven business settings. As a Corporate Finance Associate, and under the guidance of the Director of Finance, you will serve as the keystone of our financial team, performing financial and business scrutiny, yearly budget formulation, forecast modeling, and cashflow control.This role necessitates consistent interaction with multiple departments within the organization to gather and communicate key financial and operational data.For those looking to grow, the role provides a promising trajectory to liaise closely with the higher echelons of the company, broaden your understanding of corporate fiscal operations, and become part of the team propelling company growth.Roles and responsibilities:<ul><li>Performing assorted financial analysis including value estimates, financial situation modeling, and situational scrutiny to inform operational decision-making.</li><li>Strengthening financial performance by aiding the formulation of budgets and forecasts, preparing monetary predictions, and analyzing any variance.</li><li>Contributing to capital market activities including tasks related to equity and debt finances, investor relations, and preparing information for investor and stakeholder briefings.</li><li>Crafting financial reports and presentations for diverse audiences, including internal parties (management and board of directors) and external stakeholders, ensuring every document meets the standards of accuracy and regulatory compliance.</li><li>Handling liquidity management tasks like weekly cash forecasting, intercompany reconciliation, and banking requests.</li><li>Lending a hand in diverse special projects, offering analytical insights, and proposing recommendations.</li></ul>

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Spring, Texas. The role involves providing analytical and reporting support to the management, identifying performance improvement opportunities, and developing strategic models for decision-making. Responsibilities:• Accurately process and handle customer credit applications• Ensure maintenance of precise customer credit records• Provide management with analytical, forecasting, and project support• Generate reports encompassing key metrics, financial outcomes, and variance analysis• Identify and recommend strategies for performance enhancement throughout the organization• Stay updated with new policies and maintain comprehensive knowledge• Create decision-making models to support strategic planning• Assist the Executive Leadership team with ad hoc reporting• Collaborate with senior accountants and other cross-functional teams• Respond to financial queries by providing relevant documentation and insights• Uphold high standards of organization and attention to detail to ensure accuracy• Demonstrate dependability by following instructions, meeting commitments, and managing multiple priorities and projects simultaneously• Perform other duties as directed by the manager. For immediate consideration, contact Mark, [email protected]

Accounting Manager Greenway Plaza area Accounting Manager or Senior Accounting Manager DOE – Lead, Strategize, and Drive ExcellenceLocation: Houston, TXSalary: Commensurate with experience Are you a strong accounting professional with 7+ years of experience seeking to advance your leadership career? Our client is looking for a motivated Accounting Manager/Senior Accounting Manager to oversee accounting functions and mentor a high-performing team. This is an excellent opportunity to make a strategic impact in a growing and dynamic environment. Your Role as the Accounting Manager/Senior Accounting ManagerThe Accounting Manager/Senior Accounting Manager will oversee key accounting operations and play a pivotal role in the preparation, accuracy, and strategy behind our financial reporting. You will have the unique opportunity to connect accounting insights with business goals, all while fostering an environment of continuous learning and collaboration. Key Responsibilities:Lead and manage day-to-day accounting functions, including full-cycle GL accounting.Oversee the preparation of journal entries, account reconciliations, and reporting schedules.Lead month-end and year-end close processes to ensure timely and accurate reporting.Provide strategic insights into financial results and partner with leadership to shape business decisions.Ensure compliance with GAAP by actively researching and implementing accounting standards.Support internal and external audits, ensuring compliance and readiness.Collaborate cross-functionally with teams, including operations, engineering, contracts, and finance, to meet organizational objectives.Coach and mentor team members to promote skill development and performance excellence.Drive process improvement initiatives to enhance operational efficiency and scalability. What We’re Looking ForBachelor’s degree in Accounting (required); CPA designation strongly preferred.A minimum of 7+ years of progressive accounting experience, including leadership roles.Previous experience in midstream, energy, or a related industry is a strong plus.Strong organizational, strategic planning, and time management abilities.In-depth knowledge of GAAP and accounting principles; experience with complex accounting methodologies a plus.Proven ability to adapt and thrive in a fast-paced, high-growth organization.Advanced proficiency in Microsoft Office 365, particularly Excel (pivot tables, data analytics).Exceptional analytical, problem-solving, and communication skills. What We OfferCompetitive compensation package commensurate with experience.Opportunities for professional development, certifications, and growth.A collaborative, dynamic, and supportive team environment.The ability to make a direct and visible impact on the company’s financial success. Apply today to take the next step in your career! For confidential consideration call 713.581.8027 and ask for Jacob Shupe or email [email protected]

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>

Financial Analyst We are in search of a Financial Analyst to join our team in Cleveland, Texas. In this role, you will be charged with the responsibility of providing comprehensive financial support to our organization, which includes tasks such as budgeting, forecasting, financial modeling, and reporting. Responsibilities:• Conduct a detailed analysis of financial statements, business performance, and key performance indicators.• Prepare monthly, quarterly, and annual financial reports, ensuring to highlight actual vs budget/forecast variances.• Collaborate with business leaders and department heads for the development of annual budgets and periodic forecasts.• Develop and maintain financial models to predict future financial performance based on historical data and market trends.• Monitor financial performance against budget and forecast, taking the initiative to highlight areas of concern.• Provide financial insights and recommendations to support business decisions.• Conduct ad-hoc financial analysis for new business initiatives, capital expenditures, and investment opportunities.• Evaluate and prioritize strategic projects with a keen eye for detail.• Streamline financial processes, enhancing accuracy, and improving the efficiency of reporting systems.• Partner with cross-functional teams including accounting, operations, and business leaders to ensure financial alignment with business goals.• Prepare presentations for senior leadership, effectively communicating financial insights and recommendations. For immediate consideration, contact Mark, [email protected]

Sr. Financial Analyst We are in the market for a Senior Financial Analyst to join our team in Houston, Texas. This role is centered on forecasting and budgeting future financial results for our Automobile Lease Portfolio. The successful candidate will work closely with accounting management and senior management to prepare monthly, quarterly, and annual analytics. Responsibilities: • Prepare and review lease accounting records and supporting data to provide insight and additional metrics on data analysis. • Assist in the preparation of the annual budget and monthly forecasting. • Conduct analysis and provide insight into the company’s operation to achieve more profitable results. • Prepare ad-hoc and other reports as directed by management. • Identify ways to promote efficiency within the financial reporting process and implement best practices. • Protect the organization’s value by keeping information confidential. • Prepare variance analysis on a monthly and ad hoc basis. • Adhere to department policies and procedures. • Forecast and budget financial resources. • Perform financial analysis and modeling. • Allocate expenses accurately. • Prepare comprehensive financial statements.

Tax Manager - Public We are partnered with an established CPA firm for a Tax Manager based in Houston, Texas. The role involves managing client projects and assignments in the public sector, providing support, and fostering strong professional relationships. This position operates in a hybrid work environment, requiring extensive communication with clients and the ability to handle complex tax reporting and compliance matters. Responsibilities:• Oversee a portfolio of clients, acting as the primary point of contact for client projects and assignments• Collect necessary information from clients to prepare their income tax returns, collaborating with staff to ensure timely project completion• Maintain proactive communication with clients throughout the year to meet their needs and expectations• Conduct tax planning, research, and problem-solving for complex tax reporting and compliance issues• Represent clients in interactions with the IRS to verify information, resolve notices, and assist with other arising matters• Review tax returns prepared by associates in detail• Assist in the preparation of complex tax returns• Contribute to the training, management, and development of staff members• Leverage skills in Tax Preparation, Tax Planning Strategies, and Income Tax Compliance to effectively manage client relationships and tax-related tasks.

Sr. Financial Analyst We are in the search for a Sr. Financial Analyst to become a part of our team. The selected individual will be tasked with managing intricate financial models, conducting financial analysis, and delivering strategic financial insights for our team. This position is based in Houston, Texas, 77079, United States. Responsibilities• Oversee the creation and upkeep of intricate financial models to facilitate strategic decision-making• Regularly conduct financial analysis to identify and address trends, anomalies, and potential issues• Perform what-if scenario analysis to evaluate the potential financial effects of business decisions and market conditions• Execute the annual budgeting and monthly forecasting process in collaboration with department heads• Track actual performance against budget and forecast through variance analysis, identifying key factors and suggesting necessary corrections• Cater to ad-hoc analysis requests by carrying out financial due diligence, valuation analysis, and aiding in integration planning• Create and present financial reports and analysis, providing insights into key financial metrics and trends• Evaluate and enhance financial processes, systems, and procedures on a continuous basis to ensure efficiency, accuracy, and adherence to regulations and standards• Work cross-functionally with other departments such as Accounting, Operations, and Business Development to support strategic initiatives and improve financial processes. For immediate consideration, please email your resume to Emily at [email protected]

Finance Business Partner Oil and Gas Client Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Oil and Gas Services Client in the SW Houston area is looking for a Finance Business Partner. This role will report into a senior leader and have peers around that support regions around the globe. This role support domestic US operations. This role has a mixture of Accounting and Finance helping business leaders understand their business health. This candidate must have a Bachelor’s Degree in Accounting, 5 plus year’s accounting experience with a company that has global operations and mixture of finance in candidates history to demonstrate accomplishments helping a business grow. Company offers 1 day a week working from home and compensation of base salary and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Finance Business Partner in the subject line.

Director of Accounting Central Houston Client Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working a Design Firm that looking for Director of Accounting its Company. This Role is newly created that will support review and accurately produce financial statements, lead a team of 4 to six and provide guidance and mentorship to all employees and be a steward for future growth of the business. This Central Houston role has a compensation make up is Base Salary and Benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Director of Accounting in the subject line.

Financial Planning & Analysis Manager Robert Half is looking for an experienced Sr. Director of FP& A for an industrial services client in South Houston! This is client is an industry leader and offers a very unique opportunity to put your thumbprint on the business. This role will work hand in hand with Executive Leadership and Ownership to drive business decisions and opportunities. If you're someone who wants to have a true impact on the company you work with, this role is tailor made for you! Responsibilities: • Oversee the development and implementation of financial modeling tools to support strategic initiatives and business decisions • Direct the financial planning and analysis activities, providing detailed and accurate forecasts to guide business decisions• Manage the budgeting and forecasting processes, ensuring adherence to financial guidelines and timelines• Utilize Dynamics 365 Business Central for financial management and reporting tasks• Leverage Excel for data analysis, financial modeling, and reporting tasks• Ensure accurate record-keeping and reporting of financial data to facilitate informed decision-making. • Monitor and analyze financial performance and report on trends, anomalies, and opportunities for improvement• Collaborate with cross-functional teams to align financial plans with business strategies• Implement and maintain financial policies and procedures to ensure compliance with regulatory standards.

Treasury Analyst We are in search of a Treasury Analyst to join our team in Houston, Texas. This role is focused on commercial credit and banking, and involves maintaining accurate financial records, initiating banking transactions, analyzing banking fees, and ensuring compliance with all required documentation. You will also assist in maintaining online banking systems and resolving banking issues. Treasury Analyst:• Oversee and control bank accounts and credit facility documents• Keep an updated electronic listing of all bank accounts and electronic files of bank paperwork• Prepare reports on issued check exceptions and stop payment requests• Initiate AP ACH and wire transactions• Review bank fees and propose cost-saving strategies• Guarantee compliance with all documentation for cash movement, policies, and internal controls• Compile periodic credit facility reporting documents• Assist in maintaining all online banking systems• Investigate and resolve banking issues and analyze bank services• Aid with cash management tasks, including estimates, calculating net cash position, analyzing bank activity, and assessing investing/borrowing activity• Assist with the analysis of operating cash flow and financial records to project future financial position and budget requirements• Participate in Treasury & Finance Department responsibilities related to acquisitions• Reconcile Treasury with the general ledger, assist accounting with the bank reconciliation process, and provide supporting documentation• Provide support to corporate accounting with inquiries for cash journal entries, coding, and preparing GL account analysis• Assist the Finance and Treasury group with monthly expense reports• Coordinate time off within the department to ensure timely coverage.

Tax Manager - Public We are in search of a Tax Manager for our client's growing operations in Houston, Texas. This role involves working closely with an established client roster, preparing, reviewing, and analyzing tax, accounting, and consulting projects. The successful candidate will also play a vital role in leading a small team, offering training where needed and providing expert advice on technical issues as they arise. Responsibilities:• Review financial statements for quality control• Prepare and review complex income tax returns• Assist in planning and compliance regarding tax matters, including waivers and tax returns• Examine and oversee quarterly and annual payroll tax returns• Assist in the review and oversight of the preparation of quarterly tax projections and communication of required estimated tax payments• Assist in the review of the calculation and distribution of W-2s and 1099s• Aid in the compliance of financial and tax reporting policies and procedures• Communicate tax best business practices to accounting managers and staff accountants• Prepare and review tax correspondence and facilitate and oversee tax audits.

Tax Manager - Public We are in search of a Tax Manager to join our team in the public industry, based in The Woodlands, Texas, United States. As a Tax Manager, you will be tasked with handling intricate tax preparation, conducting tax research, and devising tax planning strategies. You will also be expected to guide and train staff members on proper procedures and tax laws. Responsibilities• Execute tax consulting, including providing clients with potential tax savings recommendations.• Prepare and review Federal and State tax returns for various entities such as businesses, trusts, estates, and individuals.• Conduct research on current tax laws and share relevant information with the team.• Maintain regular and timely communication with clients and respond to their inquiries.• Handle onboarding of new clients, educating them about tax issues, implications, potential savings, and analysis/results.• Supervise the tax department, ensuring the accuracy and timeliness of their work.• Identify tax errors, devise effective solutions to prevent recurrence, and impart this practical knowledge to the team.• Assist in the continued development of the tax department staff members through training and education.• Solve staff and client questions and ensure client deadlines are met.• Display proficiency in tax returns, including Federal business and individual, Trust, Estate, and all individual State returns.• Utilize QuickBooks Desktop and Online, and show proficiency in Microsoft products, especially Excel and Outlook.• Show interest in tax law and possess strong research skills. For immediate consideration, please contact Emily at [email protected]

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. This role is integral to our team and will involve handling critical accounting functions, auditing, capital management, and financial modeling in our industry. Responsibilities: • Utilize business systems for efficient data management and reporting • Implement data mining techniques to analyze financial data • Oversee and manage accounting functions to ensure accurate financial records • Conduct regular audits to verify the accuracy of financial data and procedures • Participate in budget processes, including planning, tracking, and analysis • Contribute to capital management strategies and decisions • Use Microsoft Power BI for data visualization and business intelligence tasks • Coordinate consolidations of financial data and reports • Develop and employ financial models for forecasting and decision-making purposes • Lead the budgeting and forecasting process to support financial planning.