18 results for Treasurer in Plano, TX

Head of Accounting & Treasury

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
Head of Accounting & Finance – Private CreditLocations: Dallas, TX A prominent and rapidly growing alternative investment platform is seeking a Head of Accounting & Finance to provide senior financial leadership for its private credit business. This highly visible role will partner directly with executive leadership and investment professionals to support strategic growth, optimize capital management, and ensure best-in-class financial infrastructure.This is a strategic leadership position focused on oversight, technical guidance, and scalability, supported by an experienced accounting and operations team.W Position OverviewThe selected leader will serve as the senior accounting authority for private credit strategies, providing expertise on complex transactions, fund structures, treasury operations, and investor reporting. This individual will help ensure financial reporting integrity, operational efficiency, and alignment between investment activity and financial outcomes.
2026-02-20T00:00:00Z

Bookkeeper

Fort Worth, TX
onsite
Permanent
60000 - 65000 USD / Yearly
We are seeking a detail-oriented and highly skilled Bookkeeper to support a small office environment and work directly with a CPA. This role is responsible for maintaining accurate financial records, managing day-to-day accounting activities, and supporting month-end and year-end processes. The ideal candidate is highly proficient in QuickBooks Desktop, advanced Excel functions, and full-cycle AP/AR, with strong organizational skills and the ability to work independently. MUST HAVE CONSTRUCTION INDUSTRY EXPERIENCE! Bilingual candidates are strongly encouraged to apply. Key Responsibilities Maintain accurate and up-to-date financial records using QuickBooks Desktop Manage Accounts Payable and Accounts Receivable, including invoicing, collections, and vendor payments Perform monthly and quarterly bank reconciliations Prepare and process 1099s, including year-end reporting and filing Assist with month-end and year-end close in coordination with the CPA Utilize Excel extensively, including VLOOKUPs, Pivot Tables, and reconciliations Track and assist with property taxes and related documentation (preferred) Maintain general ledger accuracy and supporting schedules Organize financial documents and ensure compliance with internal controls Communicate with vendors, clients, and internal staff as needed Provide support during audits, tax preparation, and financial reviews Required Qualifications 3+ years of bookkeeping or accounting experience, preferably in a small office environment Advanced proficiency in QuickBooks Desktop Strong Excel skills, including VLOOKUPs, Pivot Tables, and formulas Solid experience with AP/AR, bank reconciliations, and general ledger maintenance Experience preparing 1099s and handling year-end processes High attention to detail and strong organizational skills Ability to work independently and manage multiple priorities Strong communication skills and professionalism when working with a CPA Preferred Qualifications Experience handling or assisting with property taxes Bilingual (Spanish/English or other languages a plus) Prior experience working directly with a CPA or accounting firm Knowledge of small business accounting and internal controls
2026-02-27T00:00:00Z

Bookkeeper

Gainesville, TX
onsite
Temporary
27.4075 - 31.735 USD / Hourly
We are looking for an experienced Bookkeeper to join our team in Gainesville, Texas. This is a long-term contract position offering an excellent opportunity to utilize your accounting expertise and develop new skills. The role involves managing essential financial tasks and supporting audit processes to ensure organizational compliance and efficiency. Responsibilities: • Prepare and maintain accurate financial records, including accounts payable and receivable. • Conduct bank reconciliations to ensure financial accuracy and resolve discrepancies. • Assist in the development and implementation of audit programs for internal departments and external agencies. • Research and interpret applicable laws, regulations, and guidelines to ensure compliance. • Perform detailed reviews of financial data, identifying risks and recommending improvements. • Interview department heads and staff to ensure proper recording of transactions and adherence to policies. • Conduct on-site audits, including cash counts and inspections of accounting systems. • Analyze financial data for evidence of inefficiencies, fraud, or non-compliance with regulations. • Provide detailed reports of findings and recommendations to management. • Support follow-up actions to ensure timely implementation of audit recommendations.
2026-03-05T00:00:00Z

Bookkeeper

Fort Worth, TX
onsite
Temporary
28.71 - 33.65 USD / Hourly
We are seeking a detail-oriented QuickBooks Bookkeeper to manage day-to-day accounting for a multi-entity organization on a contract to permanent basis. This role is responsible for maintaining accurate financial records across multiple companies, supporting month-end close, and ensuring clean, timely reporting for ownership and leadership.The ideal candidate is comfortable working independently, understands intercompany activity, and can keep books organized, reconciled, and audit-ready.
2026-02-24T00:00:00Z

Accountant

Dallas, TX
onsite
Temporary
38 - 44 USD / Hourly
We are looking for an experienced Part Time Accountant to provide part-time accounting support on a monthly basis. This long-term contract position is based in Dallas, Texas, and involves handling critical financial tasks such as payroll processing, benefits reconciliation, and balance sheet management. The role requires meticulous attention to detail and the ability to work effectively with various accounting systems. Responsibilities:• Process multistate payroll and ensure compliance with relevant laws and regulations.• Reconcile employee benefits accounts to maintain accuracy and integrity.• Perform monthly balance sheet reconciliations to support financial reporting.• Manage accounts payable and accounts receivable processes efficiently.• Utilize accounting software to streamline financial operations and reporting.• Conduct audits to ensure compliance with internal policies and external standards.• Prepare detailed financial reports and statements as needed.• Collaborate with team members to ensure seamless integration of accounting processes.• Maintain accurate records of payroll tax deposits and filings.• Support special projects related to payroll and accounting improvements.
2026-03-04T00:00:00Z

Tax Director

Arlington, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Tax Director to lead and manage our tax practice in Dallas, Texas. This pivotal role requires a blend of strategic leadership, technical expertise, and client relationship management to drive growth and deliver exceptional tax services. The ideal candidate will excel in mentoring teams, overseeing complex tax engagements, and ensuring compliance with regulatory standards. Responsibilities:• Establish and execute strategic goals for the tax practice to enhance service quality, client satisfaction, and overall business growth.• Cultivate strong relationships with clients, offering expert advice on complex tax issues and financial strategies tailored to their needs.• Manage a diverse portfolio of tax engagements across multiple industries, ensuring timely and accurate delivery of value-added services.• Provide mentorship and coaching to tax team members, fostering growth and a culture of excellence.• Stay informed on evolving tax laws and regulations, serving as a technical leader and offering innovative solutions to complex challenges.• Oversee budgets and resource allocation for tax engagements, optimizing team performance and ensuring projects meet deadlines.• Prepare and present detailed tax reports and strategic recommendations to clients and firm leadership.• Lead initiatives aimed at improving tax methodologies, tools, and practices while conducting training programs to enhance team capabilities.• Ensure all tax engagements comply with federal, state, and local regulations.
2026-02-20T00:00:00Z

Fund Accountant

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a skilled Fund Accountant to manage the financial accounting and reporting for multiple real estate investment funds. This role requires collaboration with various teams, including asset management and third-party administrators, to ensure precise financial operations and compliance with fund agreements. The position is ideal for candidates with experience in real estate, private equity, or fund accounting, who are eager to contribute to accurate reporting and investor relations. Responsibilities: • Maintain and update the general ledger, recording daily financial transactions for assigned investment funds. • Prepare comprehensive monthly, quarterly, and annual financial statements for funds and related entities. • Calculate investor allocations, capital calls, and distributions following partnership agreements. • Assist in preparing detailed investor reports and capital account statements. • Reconcile bank accounts, investment activities, and intercompany balances to ensure accuracy. • Track and record operating results at the property level as provided by property managers. • Support fund performance reporting and calculations to ensure accurate data. • Coordinate with external fund administrators, auditors, and tax advisors to meet compliance standards. • Contribute to annual audit processes by preparing schedules and supporting documentation. • Identify opportunities for process improvements and assist with specialized financial analyses.
2026-03-05T00:00:00Z

Tax Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
Chris Willhite, CPA at Robert Half has teamed up with a $10 billion+ investment firm to assist in the recruitment of a Tax Manager (Planning / Deal Structuring). This role requires a CPA with strong exposure to complex, multi-tiered investment partnerships with a focus on international and Sub-chapter K. The ideal background is a candidate who works or has worked in public accounting with solid exposure to all aspects of federal taxation. Pay is "market" depending on the candidates skill set. If interested, please reach out to Chris Willhite on LinkedIn AND send your profile to Chris dot Willhite at RobertHalf (all one word) dot com . Here is the job description provided by the hiring company for your review: Qualifications The candidate should possess strong academic credentials and organizational skills, and be able to work efficiently and effectively in a team atmosphere or independently. A CPA certification is required. Minimum of five years experience in public accounting tax services is required with an emphasis in financial services and partnership taxation. Primary Duties Oversee preparation and review of all investment funds’ tax workbooks, tax financials, Schedule K-1s, tax returns, and extensions within a master-feeder fund structure - Federal and State. Research tax issues, tax attributes of current and potential investment vehicles, and tax consequences to investment funds whether domestic or international; communication and recommendation to portfolio managers and analysts based on research performed.Monitor and track the income associated with pass-through type investments and obtaining income estimates as necessary. Collect and review all Schedule K-1’s for reportable transactions and state filing requirements.Keep apprised of new and proposed tax laws and their impact on the investment funds and management companies.Assist in preparation of tax work papers, tax returns, extensions, and payments for all management companies. Prepare management companies’ tax calculations and partner allocations quarterly and annually to ensure accurate and timely payments.Develop and improve tax compliance procedures/policies/controls consistent with best industry practices.Manage ASC 740 for publicly traded entities Review foreign entities (forms 5471 and 8865) If interested, please reach out to Chris Willhite on LinkedIn AND send your profile to Chris dot Willhite at RobertHalf (all one word) dot com .
2026-02-20T00:00:00Z

Tax Manager

Heath, TX
onsite
Permanent
125000 - 150000 USD / Yearly
We are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm. Responsibilities: • Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem. • Maintain and review complex financial records for clients using accounting software like QuickBooks. • Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members. • Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner. • Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies. • Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes. • Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency. • Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.
2026-02-13T00:00:00Z

Tax Manager

Carrollton, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a highly skilled Tax Manager to join our detail-oriented services team in Carrollton, Texas. This role is ideal for an experienced tax expert who thrives in a dynamic environment and is passionate about delivering exceptional client service. As a key leader in the firm, you will oversee tax compliance, planning, and team management while ensuring adherence to regulatory standards. Responsibilities: • Manage the preparation and review of tax returns for corporations, partnerships, nonprofits, and individuals, ensuring accuracy and compliance. • Develop and implement effective tax planning strategies to help clients minimize liabilities and optimize their financial outcomes. • Lead and mentor a team of tax experts, fostering growth and promoting a culture of continuous improvement. • Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant with all requirements. • Identify and address tax-related risks by establishing robust controls and review processes. • Participate in business development efforts, including networking and relationship-building with potential clients and industry professionals. • Provide guidance on entity formation and tax implications for new business ventures. • Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax to streamline processes and improve efficiency.
2026-02-13T00:00:00Z

Tax Director - Public

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Tax Director to join our team in Dallas, Texas. This role requires a strategic thinker with expertise in tax management for individuals, corporations, and partnerships. You will play a key role in overseeing complex tax processes and guiding clients through consultative strategies to optimize their financial outcomes. Responsibilities:• Oversee the preparation and review of detailed tax returns for individuals, corporations, and partnerships.• Provide expert consultation to clients on tax strategies and financial planning.• Ensure compliance with federal, state, and local tax regulations.• Approve finalized tax returns, ensuring accuracy and thoroughness.• Collaborate with clients to address complex tax-related inquiries and concerns.• Manage annual income tax provisions and reporting processes.• Utilize CCH ProSystem Fx and CCH Sales Tax tools to streamline tax preparation. If interested, please send your resume to [email protected]
2026-02-13T00:00:00Z

Fund Controller

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
Chris Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent benefits (unlimited time off, 6% 401K match) and is hybrid. Candidates need to have exposure to PE Debt Funds in order to be considered.To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) Job Purpose (Job Summary):The Controller is responsible for certain aspects of financial reporting and oversight of the valuation process and controls for the institutional credit funds. Additional responsibilities include supporting other functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team.Key Responsibilities / Duties:CLO Equity Funds and other private credit funds:The Controller is the primary contact for the Credit Funds portfolio management team, providing fund and investment related data and conducting fund operations as instructed by the portfolio managers and operations teams.Responsible for oversight of daily operations of the Credit Funds and other assigned funds, such as capital calls, management of the lines of credit, distributions, information requests, and special projects.Responsible for overseeing third party service providers for the quarterly reporting for the Credit Funds and the annual audits.Work with other departments on the acquisition and disposition of portfolio investments as appropriate.Demonstrate leadership skills by volunteering for special projects in the department.Other duties as assigned.Credit Funds and CLO (Collateralized Loan Obligations) Equity Funds:The Controller is the primary contact for the Invesco, Ltd. corporate accounting team for matters related to the consolidation of the Credit Funds and CLO equity funds.Responsible for overseeing third party service providers that provide data and analysis for the consolidation of the Credit Funds.Responsible for coordinating responses to auditor requests related to the Private Credit Funds, including the related disclosures.Responsible to oversee or otherwise complete the data analysis for disclosures related to the Credit Funds consolidated by the investment manager. Assist the fund accounting team with the coordination, preparation, and timely completion of all audit reports for the funds.<ul><li>Assist the Invesco, Ltd. corporate accounting team in reviewing the consolidation files, support therefor, and other analysis required by the corporate accounting team for the consolidated financial statements and disclosures included in the 10Qs and 10K.</li></ul>
2026-02-20T00:00:00Z

Tax Senior

Carrollton, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Tax Senior to join our team in North Dallas, Texas. This role is ideal for someone with a keen attention to detail and a strong background in corporate tax compliance and annual income tax provisions. The successful candidate will play a key role in ensuring forward-thinking tax reporting and compliance with regulations. Responsibilities:• Prepare and review corporate income tax returns, ensuring accuracy and adherence to regulations.• Manage annual income tax provisions and provide detailed analysis to support financial reporting.• Conduct thorough reviews of sales and use tax filings to minimize risks and ensure compliance.• Collaborate with internal teams to address complex tax issues and provide solutions.• Evaluate and test tax systems for efficiency and compliance, recommending improvements where necessary.• Stay updated on changes in tax laws and regulations, applying them effectively to corporate practices.• Assist with audits and resolve tax-related inquiries from external agencies.• Develop and implement strategies to optimize corporate tax processes.• Provide guidance and training to less experienced staff on tax-related tasks and compliance procedures.• Support public tax reporting and ensure alignment with organizational goals.
2026-02-13T00:00:00Z

Tax Senior

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a dedicated Tax Senior to join our team in Dallas, Texas. This role is ideal for someone with a keen attention to detail and a strong background in tax preparation and review. You will work closely with clients and team members to ensure compliance and deliver exceptional service in a fast-paced environment. Responsibilities: • Prepare and review tax returns for individuals, partnerships, and S corporations with accuracy and attention to detail. • Collaborate with clients to gather necessary financial information and address tax-related inquiries. • Utilize tax software, such as CCH ProSystem Fx and Gosystem, to efficiently manage tax compliance processes. • Conduct thorough reviews of 1040 returns to ensure compliance with current tax regulations. • Analyze financial statements and cash activity to support tax filings and audits. • Maintain strong organizational practices to meet deadlines and prioritize multiple projects. • Provide exceptional customer service by building positive relationships with clients and addressing their needs. • Work effectively within a team-oriented environment to ensure seamless collaboration. • Apply knowledge of QuickBooks to streamline accounting processes and support tax preparation. • Stay updated on tax laws and regulations to provide accurate and timely advice.
2026-02-20T00:00:00Z

Director of Accounting

Dallas, TX
onsite
Permanent
160000 - 180000 USD / Yearly
We are looking for an experienced Director of Accounting to lead and optimize accounting operations for a dynamic, private equity-backed healthcare organization in North Dallas, Texas. This role focuses on ensuring accurate financial reporting, enhancing internal controls, and developing scalable processes to support growth and acquisitions. The ideal candidate thrives in a fast-paced environment, bringing expertise in technical accounting and leadership to drive organizational success. Responsibilities:• Oversee monthly, quarterly, and annual financial close processes across multiple entities and locations.• Ensure financial statements are prepared accurately and in compliance with U.S. accounting standards.• Review and approve journal entries, reconciliations, and supporting schedules for consistency and precision.• Develop and maintain standardized accounting policies across all operational sites.• Manage technical accounting matters, including compliance with healthcare regulations and revenue recognition.• Support external audits, tax filings, and regulatory reviews with timely and thorough documentation.• Design and implement effective internal controls and accounting processes suited for a private equity environment.• Collaborate with cross-functional teams to streamline workflows, improve systems, and enhance data integrity.• Mentor and guide accounting staff, setting clear goals and fostering growth and development.• Partner with private equity sponsors on reporting requirements, due diligence, and acquisition integrations.
2026-02-12T00:00:00Z

Director of Accounting

Irving, TX
onsite
Permanent
120000 - 125000 USD / Yearly
We are looking for an experienced Director of Accounting to lead our accounting operations and ensure the organization’s financial integrity. This role requires a strategic thinker who can effectively oversee financial processes, support company growth, and collaborate with senior leadership and external stakeholders. Based in Irving, Texas, this position also involves limited oversight of HR, payroll, IT, and administrative functions. Responsibilities: • Supervise the accounting team, managing day-to-day operations and month-end financial close processes. • Ensure accurate preparation and reporting of financial statements, including accounts payable, accounts receivable, and general ledger activities. • Develop and implement financial strategies for budgeting, forecasting, and long-term growth. • Collaborate with private equity stakeholders and senior leadership, providing insights and presenting financial reports. • Ensure compliance with financial regulations and maintain robust internal controls. • Manage payroll operations and ensure timely processing for all employees. • Oversee insurance and benefit administration, optimizing cost-effective plans while ensuring compliance. • Provide limited oversight of outsourced IT services and HR/payroll functions. • Coordinate with external accounting firms for support on specialized financial tasks. • Drive improvements in financial reporting processes and systems to enhance efficiency.
2026-02-27T00:00:00Z

Finance Manager

Arlington, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Finance Manager to oversee financial operations and guide departmental strategies in accordance with organizational goals. This role requires a strategic thinker who can ensure compliance with regulatory standards while optimizing processes and resources. Based in Dallas, Texas, the ideal candidate will demonstrate strong leadership, analytical skills, and the ability to drive performance improvements. Responsibilities: • Develop and implement plans to ensure compliance with regulatory standards and organizational policies. • Communicate strategies effectively and manage departmental changes to align with organizational goals. • Promote exceptional customer service to enhance satisfaction among patients, employees, and physicians. • Evaluate staff education needs and provide necessary training to support attention to detail and growth. • Maintain a safe work environment by assessing and addressing patient safety requirements. • Oversee financial analysis processes, assigning tasks and reviewing results for accuracy. • Create and monitor annual capital and operational budgets to ensure financial compliance. • Analyze cost-effectiveness when considering new technologies, practices, or products. • Support revenue cycle initiatives to optimize financial performance. • Mentor and manage staff to foster a positive and productive work environment.
2026-02-20T00:00:00Z

Tax Preparer

Waxahachie, TX
onsite
Permanent
70000 - 85000 USD / Yearly
We are looking for a skilled Tax Preparer to join our team. This role requires someone with strong attention to detail and expertise in both personal and business tax preparation. If you are passionate about delivering accurate and timely tax services, we encourage you to apply. Responsibilities:• Prepare and file accurate personal and business tax returns in compliance with federal and state regulations.• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.• Manage client records and financial data using QuickBooks Desktop and Online.• Conduct thorough reviews of tax documentation to ensure accuracy and completeness.• Collaborate with clients to gather necessary information and address any tax-related inquiries.• Stay updated on changes in tax laws and regulations to provide informed advice.• Maintain organized records and documentation for auditing and reporting purposes.• Assist in resolving tax issues and discrepancies with appropriate agencies.• Ensure confidentiality and security of sensitive client information.
2026-02-13T00:00:00Z