<p>We are looking for an experienced and dynamic Paralegal Manager to join our team in Dallas, Texas. In this Contract to hirerole, you will oversee the paralegal team, ensuring efficient operations, high-quality legal support, and adherence to detail-oriented standards. This position offers a unique opportunity to lead and shape a skilled team while contributing to the firm’s overall success.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and guide the paralegal team to ensure high standards of work and compliance with legal and firm procedures.</p><p>• Monitor workloads and availability of paralegals, effectively allocating tasks and projects.</p><p>• Collaborate with attorneys to address special requests and ensure timely completion of both routine and complex assignments.</p><p>• Lead the recruitment process for paralegal roles, including interviewing and onboarding new hires.</p><p>• Conduct performance evaluations and identify training needs to support team development.</p><p>• Design and implement comprehensive training programs for new and existing paralegals.</p><p>• Prepare and deliver regular reports on paralegal productivity and administrative tasks to management.</p><p>• Oversee client procedures to ensure accuracy and adherence to established guidelines.</p><p>• Work closely with the Director of Administration to evaluate staffing levels and identify opportunities for promotions.</p><p>• Maintain punctuality and flexibility to meet the demands of the position, which may require extended or irregular hours.</p>
<p>Popular Ft Worth Law firm is seeking a popular and talented Business Litigation Assistant to add to add to their team in their Ft Worth office! Here is what you get to do everyday:</p><p><br></p><p>• Provide litigation and administrative support to attorneys.</p><p>• Prepare and edit legal documents and correspondence; proofread for accuracy and completeness; save documents to the document management system.</p><p>• Review and proofread legal briefs.</p><p>• Docket case deadlines.</p><p>• File documents in state and federal courts.</p><p>• Review, organize, and process client billing in a timely manner.</p><p>• Research and respond to requests for information from attorneys and clients.</p><p>• Enter attorney time; review and revise timesheets accurately.</p><p>• Manage and monitor the calendaring of deadlines and key dates.</p><p>• Schedule and coordinate meetings; interact with clients and other contacts.</p><p>• Coordinate business travel arrangements.</p><p>• Develop and organize electronic and physical files; maintain efficient organizational systems.</p><p>• Prepare conflict of interest checks and open new client files.</p><p>• Prepare engagement letters and conflict waivers.</p><p>• Coordinate with Audit Committee to prepare audit responses for clients.</p><p>• Process expense reports/reimbursement requests.</p><p>• Assist assigned attorneys with CLE compliance and business development activities.</p><p>• Oversee office operations, including managing supplies, coordinating administrative processes, and ensuring a well-organized and efficient work environment.</p><p>• Perform other duties as assigned.</p><p>Slow down! Happiness is trying to catch you! Send your confidential resume directly to:</p><p>rosemarie.jones< at >roberthalf.< com ></p>
<p>An urgent search is on!!! An exceptional Litigation Legal Assistant is needed immediately for 3 Partners at one of the finest firms in Uptown! This role is ideal for someone with significant experience in litigation support and a strong understanding of legal procedures. If you excel in managing complex tasks, thrive under deadlines, and are passionate about supporting attorneys and clients, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to attorneys specializing in Business Litigation cases.</p><p>• Prepare, format, and manage legal documents to ensure accuracy and compliance with court requirements.</p><p>• Handle electronic filing systems for submitting court documents efficiently and in a timely manner.</p><p>• Coordinate schedules and manage calendars to track court dates, deadlines, and appointments.</p><p>• Maintain confidentiality of sensitive client and case information while adhering to high standards of professionalism.</p><p>• Utilize case management software and tools like Adobe Acrobat to organize and track case details.</p><p>• Communicate effectively with clients, attorneys, and team members to facilitate smooth operations.</p><p>• Prioritize and manage multiple tasks simultaneously while meeting strict deadlines.</p><p>• Stay updated on litigation procedures and assist in keeping the team informed of any changes or updates.</p><p>Things will be so much better than ok if you look into this open position. Confidentially send your resume to rosemarie.jones< at >roberthalf.< com ></p>
<p>We are looking for a skilled Corporate Paralegal to join our dynamic legal team in Dallas, Texas. This role is ideal for someone who is detail oriented, with strong organizational and project management skills, and who can handle pre-litigation intake, contract operations, and privacy-related tasks under attorney supervision. The successful candidate will play a critical role in supporting legal processes, ensuring compliance, and collaborating with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Manage consumer escalations and pre-litigation claims by gathering facts, logging complaints, preparing summaries, and coordinating responses with internal teams and external counsel.</p><p>• Support attorneys and outside counsel by organizing document packets, assembling factual chronologies, and handling discovery responses and subpoena requests.</p><p>• Translate legal recommendations into actionable workflows, standard operating procedures, and checklists while ensuring cross-functional execution of corrective measures.</p><p>• Assist with contract operations, including drafting and reviewing NDAs, vendor agreements, and customer contracts, while maintaining trackers and ensuring version control.</p><p>• Oversee matter management tasks such as maintaining issue calendars, preparing dashboards, and tracking metrics related to complaints, contracts, and outside counsel activities.</p><p>• Coordinate privacy operations under attorney direction, ensuring compliance with approved policies and risk postures.</p><p>• Facilitate updates to privacy policies and external notices, managing approvals and communication with relevant stakeholders.</p><p>• Support documentation for DPIAs/PIAs and privacy-by-design initiatives, routing legal decisions to counsel and tracking mitigation efforts.</p><p>• Assist in managing consent and cookie tools, coordinating privacy rights requests, and maintaining audit-ready logs.</p><p>• Participate in vendor privacy assessments, cross-border transfer considerations, and incident workflows in collaboration with security teams and legal counsel.</p><p>Celebrate your strengths. There are many! Send your resume directly to Rosie Jones for this Hybrid position</p><p>rosemarie.jones< at >roberthalf.< com ></p>
<p>In-House Legal position is available for an experienced Contracts Paralegal in Irving, Texas. This role involves providing essential legal support to the General Counsel and various business units, ensuring smooth operations in contract management, claims handling, and compliance. The ideal candidate will be meticulous, highly organized, and possess extensive experience in commercial contracts and litigation support.</p><p><br></p><p>Responsibilities:</p><p>• Draft, review, and revise a variety of commercial agreements, including master service agreements, statements of work, non-disclosure agreements, and vendor/customer contracts.</p><p>• Oversee the complete contract lifecycle from initiation and negotiation to execution, renewal, or termination.</p><p>• Track contract compliance and performance, ensuring all obligations are properly documented and fulfilled.</p><p>• Maintain and optimize the company's contract management system, templates, and legal documentation repositories.</p><p>• Collaborate with the General Counsel to manage claims, including coordinating with insurers, adjusters, and external counsel.</p><p>• Assist in active litigation processes by conducting research, organizing discovery materials, and preparing for trial or arbitration.</p><p>• Review and analyze claim files, generate reports, and provide recommendations for resolution or defense strategies.</p><p>• Organize and maintain legal databases and files to ensure efficient access and record-keeping.</p><p>• Develop and implement strategies to streamline legal and administrative processes.</p><p>• Provide clear and effective communication across internal and external departments</p><p>So much happiness is ahead for you! For confidential consideration email your resume directly to</p><p>rosemarie.jones< at >roberthalf.< com ></p>
<p>We are looking for an experienced Paralegal to join our team in Dallas, Texas. This role offers an exciting opportunity to support attorneys in various aspects of litigation and intellectual property (primarily patent litigation) matters. The ideal candidate will bring a strong understanding of legal processes, exceptional organizational skills, and the ability to work effectively with e-discovery platforms and case management systems.</p><p><br></p><p>Responsibilities:</p><p>• Draft, file, and manage legal documents such as pleadings, motions, and other filings in federal district courts nationwide.</p><p>• Assist attorneys in all phases of litigation, including case management, discovery, and trial preparation.</p><p>• Organize and maintain case files, deadlines, and document databases to ensure efficient workflow.</p><p>• Prepare exhibits, trial binders, and materials required for hearings, depositions, and trials.</p><p>• Oversee docketing and ensure timely filings in compliance with relevant rules and procedures.</p><p>• Support intellectual property matters by preparing and filing documents with the Patent Trial and Appeal Board and the United States Patent and Trademark Office.</p><p>• Handle e-discovery tasks, including data collection, review, and production using advanced e-discovery platforms.</p><p>• Utilize tools such as Everlaw, Relativity, or similar systems to manage electronically stored information effectively.</p><p>• Provide administrative and litigation support to attorneys in Texas and other jurisdictions as necessary.</p><p>For confidential consideration, email your resume directly to rosemarie.jones< at >roberthalf.< com ></p>
<p>We are seeking a professional and organized <strong>Receptionist</strong> to join a law firm in <strong>Mesquite, TX</strong>. This is a great<strong> contract to permanent hire opportunity</strong> for someone with strong administrative skills and a friendly, client-focused attitude. Legal experience is <strong>not required</strong> but is considered a plus. The ideal candidate will be adept at multitasking, reliable, have strong communication skills, and demonstrate a commitment to providing exceptional support.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Answer and direct incoming calls using a multi-line phone system to ensure efficient communication.</p><p>• Organize and maintain office files to support streamlined administrative processes.</p><p>• Manage the office calendar, including scheduling and coordinating appointments.</p><p>• Monitor and replenish office supplies to maintain a well-equipped workspace.</p><p>• Perform various general administrative tasks to support daily office operations.</p><p>• Transfer calls promptly and accurately to the appropriate departments or individuals.</p><p>• Utilize Microsoft Office Suite for documentation, scheduling, and communication purposes.</p><p>• Assist with ordering office supplies and ensuring timely delivery.</p><p>• Support back-office functions to enhance overall team productivity.</p><p>• Maintain a welcoming and detail-oriented front office environment.</p>
<p>Join our client’s dynamic legal team as an Insurance Defense Litigation Paralegal. In this highly visible role, you’ll support attorneys in managing complex litigation matters, focusing on insurance defense. This is an excellent opportunity for detail-oriented legal professionals with strong organizational skills and a passion for litigation.</p><p>Key Responsibilities:</p><ul><li>Assist attorneys with all phases of insurance defense litigation, including discovery, pre-trial preparation, case management, trial support, and post-trial proceedings.</li><li>Draft, proofread, and file legal documents such as pleadings, motions, subpoenas, and discovery requests/responses.</li><li>Conduct legal research and summarize findings for attorney review.</li><li>Maintain and organize case files, manage deadlines, and coordinate document production.</li><li>Prepare exhibits, trial notebooks, and assist with witness preparation.</li><li>Communicate with clients, witnesses, experts, and court personnel as needed.</li><li>Ensure strict compliance with court rules and firm protocols.</li></ul>
<p>We are looking for an experienced Corporate Paralegal to join our legal team in Dallas, Texas. This role is essential in supporting attorneys within the corporate section of the firm, focusing on entity formation, corporate governance, transactional closings, and ensuring compliance with legal requirements. The ideal candidate will bring a proactive approach, exceptional organizational skills, and knowledge of corporate legal practices in a law firm setting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file formation documents for corporations, limited liability companies, and partnerships across various jurisdictions.</p><p>• Manage and maintain corporate records, including minute books, stock ledgers, and entity management databases.</p><p>• Draft and file annual reports, amendments, qualifications, dissolutions, mergers, and other corporate filings.</p><p>• Assist with due diligence by conducting searches, reviewing corporate documents, and summarizing contracts.</p><p>• Coordinate transactional closings by preparing closing binders, signature pages, and organizing document execution.</p><p>• Conduct legal research using government databases, such as the Secretary of State's website.</p><p>• Draft and file financing statements and amendments to ensure compliance with filing deadlines.</p><p>• Communicate with clients, registered agents, and government agencies to obtain and deliver necessary information.</p><p>• Support attorneys by tracking timelines, deliverables, and preparing board and shareholder resolutions.</p><p>• Ensure entities remain in good standing across jurisdictions and assist with meeting minutes and consents.</p><p>Sunshine always returns. Call about this open direct-hire position and, you will see! Call Rosie Jones at 214-999-0909 if you have the required credentials!</p>
<p>We are looking for an experienced IP Litigation Paralegal to join our team on a contract basis in Dallas, Texas. In this role, you will play a critical part in supporting litigation processes, including intellectual property cases and trial preparation. This position requires someone with a strong attention to detail and a solid background in civil litigation and discovery.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research and analysis related to discovery and litigation matters.</p><p>• Assist attorneys with trial preparation, including organizing exhibits, evidence, and legal documents.</p><p>• Manage case files and ensure all documentation is accurately maintained using case management software.</p><p>• Support intellectual property litigation by preparing reports, drafting correspondence, and gathering relevant information.</p><p>• Collaborate with legal teams to ensure deadlines are met and procedures are followed.</p><p>• Summarize depositions and legal findings for attorney review.</p><p>• Monitor case progress and provide updates to attorneys as needed.</p><p>• Handle administrative tasks related to court filings and document submissions.</p><p>• Communicate effectively with clients and external parties to facilitate case progress.</p><p>• Stay informed about changes in legal regulations and procedures to ensure compliance.</p>
ESSENTIAL DUTIES<br>• Deliver advanced technical and informational support to users of client's computer systems in a timely, accurate, and courteous manner.<br>• Assist with installing, configuring, and supporting Windows-based equipment and applications within the network environment.<br>• Support the setup and execution of video conferences and firm events.<br>• Help users navigate Zoom, Microsoft Teams, and other video and teleconferencing platforms.<br>• Perform routine maintenance on computers, printers, and other peripherals, including connecting devices to wireless networks, clearing paper jams, replacing toner, and relocating or temporarily setting up equipment.<br>• Ensure all incident tickets are resolved promptly.<br>• Install new software packages on firm devices and assist users in onboarding and becoming proficient with firm technology.<br>• Carry out office setups and relocations as needed.<br>• Assist with hardware and software documentation and inventory tracking.<br>• Follow client's technology standards and all data protection and security awareness policies and procedures.<br>• Support equipment procurement for events through third-party vendors.<br>• Monitor depositions, meetings, and similar proceedings conducted on virtual platforms, providing technical support and assisting clients, videographers, and court reporters with any issues that arise.<br>• Keep the manager updated on project status, problem areas, and user satisfaction.<br>• Perform other related duties as assigned.<br>SKILLS REQUIRED FOR SUCCESS<br>• Strong oral and written communication skills for assisting computer users with questions and issues.<br>• Excellent customer service skills and the ability to work effectively in a challenging environment.<br>• Knowledge of video conferencing systems and web-based conferencing equipment.<br>• Ability to work effectively both independently and as part of a team.<br>• Skill in translating technical information for non-technical users.<br>• Strong organizational skills and the ability to prioritize multiple tasks.<br>• Thorough knowledge of Microsoft Windows and the Microsoft Office Suite.<br>• General understanding of PC LANs and networks, including Windows environments.<br>• Ability to quickly learn new applications and updates to existing systems.<br>EDUCATION AND EXPERIENCE<br>• Experience in the legal field is preferred.<br>• At least three years of experience working in a Windows and network environment.<br>• An associate or bachelor’s degree is preferred but not required.<br>• detail oriented certifications are preferred but not required. Would like to see a MOUS – Microsoft Office User Support or MOS- Microsoft Office specialist Certifications. <br>• Ability to understand procedures and instructions relevant to the IT function.
<p>We are looking for a detail-oriented Fund Accountant to join our team in Dallas, Texas. In this role, you will be responsible for managing financial reporting and accounting for investment companies, funds and joint ventures, ensuring compliance with accounting standards and internal policies. This North Dallas role is in office 1 day/week and hybrid the remainder after the training period.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements, reporting packages, and investor capital statements in alignment with legal agreements and operating documents.</p><p>• Review and validate general ledgers, trial balances, and related schedules for consistency and accuracy.</p><p>• Provide support to senior accountants in managing relationships with external auditors, fund administrators, and tax professionals.</p><p>• Act as a subject matter expert on fund-specific details, including management fees, distribution calculations, and capital call processes.</p><p>• Collaborate with internal teams to ensure precise fund-level reporting, liquidity planning, and cash management approvals.</p><p>• Coordinate with valuation teams to obtain fair value assessments and ensure compliance with audit requirements.</p><p>• Assist Asset Management and Investor Relations teams with investor inquiries, audit confirmations, and performance metrics.</p><p>• Reconcile intercompany balances and ensure timely processing of related-party transactions and payments.</p><p>• Participate in process improvement initiatives, focusing on automation, control enhancements, and the adoption of best practices in fund accounting.</p><p><br></p><p>If interested in being considered for this phenomenal role, please email a resume to Liz Noyes at Robert Half via Linked In.</p>
<p>Management Resources is seeking an experienced Tax Manager for a<strong> contract to hire opportunity in Rockwall, Texas, this is 100% onsit</strong>e. This role involves overseeing strategic tax planning, compliance, and financial operations for a privately held organization with diverse business interests. The ideal candidate will bring a strong background in multi-entity tax management and a proven ability to work collaboratively with executive leadership to drive efficiency and compliance across a range of assets and entities.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and filing of tax returns for various ownership structures and entities.</p><p>• Develop and implement innovative tax strategies that align with organizational goals.</p><p>• Prepare consolidated financial statements and coordinate annual audit processes.</p><p>• Manage compliance with general ledger audits, workers’ compensation audits, and sales and franchise tax filings.</p><p>• Collaborate with legal counsel on entity structuring and tax-related implications.</p><p>• Provide financial documentation to support banking and regulatory requirements.</p><p>• Oversee year-end book closing and ensure accurate financial consolidation.</p><p>• Monitor tax implications for specialized assets, including aircraft, marine, and intellectual property.</p><p>• Resolve tax audits efficiently and maintain strong relationships with relevant authorities.</p><p>• Ensure payroll systems and reporting align with tax and financial requirements.</p>
<p>We are seeking a detail-oriented <strong>Contract Analyst</strong> with a strong background in <strong>healthcare contracting</strong> and proven experience in <strong>redlining and negotiation </strong>for a . The ideal candidate will be responsible for reviewing, analyzing, and negotiating a variety of healthcare-related agreements to ensure compliance, mitigate risk, and align with organizational objectives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Contract Review & Analysis:</strong></p><ul><li>Examine healthcare-related contracts (provider agreements, vendor contracts, payer agreements, etc.) for accuracy, compliance, and risk exposure.</li><li>Identify and resolve discrepancies, ambiguities, and unfavorable terms.</li></ul><p><strong>Redlining & Negotiation:</strong></p><ul><li>Draft and redline contract language to protect organizational interests.</li><li>Collaborate with internal stakeholders and external parties to negotiate terms and conditions effectively.</li></ul><p><strong>Compliance & Risk Management:</strong></p><ul><li>Ensure contracts adhere to applicable laws, regulations, and organizational policies (HIPAA, Stark Law, Anti-Kickback Statute, etc.).</li><li>Assess potential risks and recommend mitigation strategies.</li></ul><p><strong>Documentation & Reporting:</strong></p><ul><li>Maintain accurate records of contract versions, negotiations, and approvals.</li><li>Prepare summaries and reports for leadership on contract status and key provisions.</li></ul><p><strong>Cross-Functional Collaboration:</strong></p><ul><li>Work closely with legal, finance, procurement, and operational teams to align contract terms with business objectives.</li></ul><p>The applicant needs to be local with one day in office, which is Wednesday’s.</p>
We are looking for an experienced Fund Accounting Manager to join our team in Dallas, Texas. In this role, you will play a critical part in overseeing fund accounting operations, managing a team, and ensuring compliance with financial regulations. This position offers an excellent opportunity to contribute your expertise in hedge fund accounting and leadership skills to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Manage the fund accounting process, including month-end close, journal entries, and account reconciliations.<br>• Oversee the preparation and review of financial statements and ensure their compliance with applicable accounting standards.<br>• Supervise and mentor a team of accounting professionals, fostering a positive and collaborative work environment.<br>• Perform detailed analysis of financial data to identify and resolve discrepancies or inefficiencies.<br>• Ensure the accuracy and completeness of the general ledger by implementing and maintaining effective controls.<br>• Collaborate with external auditors during financial statement audits, ensuring timely and accurate provision of required documentation.<br>• Drive process improvements and enhance system functionalities to optimize operational efficiency.<br>• Provide leadership and guidance on complex accounting issues, acting as a key resource for team members and stakeholders.<br>• Communicate effectively with clients and internal teams to address inquiries and provide updates on deliverables.<br>• Take ownership of special projects and initiatives to support the growth and success of the accounting department.
The ideal candidate will bring real-world experience in financial operations for a global hedge / private-equity fund supporting daily reconciliations, trade settlement, and the monthly close cycle. At month-end, this individual will be responsible for preparing investor allocations and preparing the financial statements. Beyond the hedge / private-equity fund accounting, this position offers the ability to be hands-on with one of the fund’s portfolio companies and maintain the books for the sales-based organization. Ample opportunities exist for project-based work, including system integration and process improvement.<br> <br> · Reconcile position and cash balances across multiple counterparties and banks on a daily basis.<br> · Monitor daily trading activity ensuring all listed and OTC trades are booked daily. Confirm trade settlement occurs on time, instructing cash payments as appropriate.<br> · Review all margin calls for accuracy and fund, as necessary.<br> · Maintain books and records of each fund in Geneva coordinating with the third-party administrator daily.<br> · Calculate the investor allocations and oversee the production of the investor statements and monthly financials<br> · Work with the auditors to produce annual audited financial statements<br> · Perform the day-to-day accounting functions, including, but not limited to, calculating prepaid and accruals within the general ledger, reviewing the accounts payable and receivable balances, recording inventory, and reconciling intercompany balances.<br> · Manage balance sheet, prepare accurate and timely reconciliations, and ensure reserve balances are adequate<br> · Monitor banking transactions between accounts and legal entities<br> · Develop and perform analytical reviews monthly, quarterly, and annual financial results highlighting key drivers in local business unit performance.<br> · Work directly with external auditors for annual financial audits<br> · Work directly with external tax preparers to provide requested information in an accurate and timely manner.<br> · Prepare accurate and timely sales tax and use tax returns.<br> · Completion of special projects, as requested.<br> <br>Requirements:<br> · At least 5-7 years of financial operations (product accounting) experience.<br> · Understanding of hedge fund structures and accounting, including investor allocations<br> · Experience working with Advent’s Geneva<br> · Focus on process improvements and automation of manual processes<br> · Experience with system integrations/conversions<br> · BA degree in accounting, finance, or a related field (Preferred)<br> · Strong analytical and problem-solving skills<br> · Great interpersonal and verbal communication skills<br> · Sound knowledge of accounting principles and standards<br> · Superior data management and data analysis skills<br> · Strong time management and organizational skills
We are looking for a dedicated and experienced Attorney to join our legal team in Dallas, Texas. This Contract-to-permanent position offers a unique opportunity to handle challenging personal injury cases, focusing on auto accident litigation. If you are passionate about advocating for clients and thrive in a fast-paced, results-driven environment, we encourage you to apply.<br><br>Responsibilities:<br>• Manage a full caseload of auto accident personal injury cases with minimal supervision.<br>• Conduct depositions, draft motions, and represent clients in courtroom proceedings.<br>• Develop and execute effective negotiation strategies to maximize case outcomes.<br>• Collaborate with a tech-enabled operations team to streamline case management processes.<br>• Advocate for clients by telling their stories and preparing cases for trial.<br>• Work closely with leadership to contribute to the firm’s expansion and growth.<br>• Maintain high standards of organization and meet deadlines in a fast-paced environment.<br>• Shape the firm’s future by bringing innovative ideas and trial expertise to the table.<br>• Utilize strong case management skills to ensure all aspects of litigation are handled efficiently.
<p>Our client is seeking a detail-oriented <strong>AML/KYC Analyst</strong> for a project assignment in North Dallas. The role starts in January and we are interviewing next week! Interested in joining a reputable team on a high-impact assignment? <strong>Apply now!</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>As an AML/KYC Analyst, you will perform due diligence reviews, monitor transactions, and support compliance efforts to prevent financial crime. You will play a critical part in ensuring our organization adheres to all required anti-money laundering (AML) and Know Your Customer (KYC) regulations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Complete KYC reviews and AML investigations for new and existing customers.</li><li>Monitor accounts and transactions for suspicious activity.</li><li>Prepare regulatory reports, including SARs.</li><li>Work closely with compliance and risk management teams.</li><li>Stay current on AML/KYC policies and regulatory changes.</li></ul><p><br></p>
We are looking for an experienced Internal Audit Supervisor to join our team in Lewisville, Texas. This position provides an exciting opportunity to work within a global organization, driving operational excellence and ensuring compliance with internal controls and SOX regulations. The role is ideal for professionals seeking to transition from public accounting to a dynamic corporate environment.<br><br>Responsibilities:<br>• Lead the management of the SOX compliance program, coordinating efforts among internal audit teams, external auditors, and key business stakeholders.<br>• Perform annual risk assessments and contribute to the planning of SOX-related activities, including scope definition and timeline development.<br>• Conduct walkthroughs, evaluate design effectiveness, and execute operational testing for financial, operational, and IT processes.<br>• Identify and oversee remediation efforts for control deficiencies, ensuring long-term sustainable solutions.<br>• Collaborate with senior leaders to ensure controls are well-designed and scalable to support organizational growth.<br>• Support continuous improvement initiatives to enhance governance, risk management, and internal controls.<br>• Develop dashboards to track SOX program status and provide updates to stakeholders, including Audit Committee reporting.<br>• Deliver training and guidance to control owners and business leaders on SOX compliance and best practices.<br>• Engage with cross-functional teams including Finance, IT, Legal, and Operations to promote a culture of accountability and effective controls.<br>• Provide strategic insights into emerging risks, regulatory changes, and industry standards to strengthen control environments.
<p>We are looking for an accomplished and discreet financial leader to join a private family office in Fort Worth, Texas. This senior-level role involves overseeing the comprehensive financial affairs of a multigenerational family, including investments, real estate, and coordination with external advisors. The ideal candidate will demonstrate integrity, professionalism, and the ability to support philanthropic initiatives alongside financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct the management of personal financial affairs for the principal and their immediate family.</p><p>• Supervise budgeting, forecasting, cash flow, and detailed financial reporting processes.</p><p>• Consolidate financial statements and net worth reports to provide clear insights.</p><p>• Evaluate and recommend private and public investment opportunities, conducting thorough due diligence.</p><p>• Track investment performance and provide strategic recommendations to enhance financial outcomes.</p><p>• Oversee residential and investment real estate portfolios, including vendor relations and capital improvements.</p><p>• Ensure compliance with insurance, tax regulations, and property documentation.</p><p>• Coordinate with legal, tax, and accounting advisors to ensure seamless financial operations.</p><p>• Assist with charitable giving and philanthropic efforts, both domestically and internationally.</p><p>• Provide operational and financial support to family members, including logistical assistance when needed.</p>
