<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file accurate personal and business tax returns in compliance with federal and state regulations.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Manage client records and financial data using QuickBooks Desktop and Online.</p><p>• Conduct thorough reviews of tax documentation to ensure accuracy and completeness.</p><p>• Collaborate with clients to gather necessary information and address any tax-related inquiries.</p><p>• Stay updated on changes in tax laws and regulations to provide informed advice.</p><p>• Maintain organized records and documentation for auditing and reporting purposes.</p><p>• Assist in resolving tax issues and discrepancies with appropriate agencies.</p><p>• Ensure confidentiality and security of sensitive client information.</p>
<p>We are looking for a Tax Senior to join our team in Dallas, Texas (REMOTE). In this role, you will leverage your expertise in tax preparation to provide comprehensive services to individuals, corporations, and partnerships. This position is ideal for someone who is detail-oriented, thrives in a dynamic environment, and is committed to delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Prepare complex tax returns for individuals, corporations, and partnerships, ensuring accuracy and compliance with regulations.</p><p>• Provide strategic tax consulting and advisory services to clients, addressing their unique financial needs.</p><p>• Review and approve completed tax returns to maintain quality standards.</p><p>• Collaborate with clients to address tax-related inquiries and provide clear, actionable solutions.</p><p>• Stay updated on tax laws and regulations to ensure all client filings are current and compliant.</p><p>• Utilize advanced tax preparation software such as CCH ProSystem Fx to streamline processes.</p><p>• Support the development and implementation of tax strategies to optimize client outcomes.</p><p>• Assist in training and mentoring less experienced staff to enhance team capabilities.</p><p>• Conduct research on complex tax issues to provide informed recommendations.</p><p>• Manage multiple client accounts while maintaining high levels of organization and efficiency.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for a meticulous Tax Senior member to join our client's team in Fort Worth, Texas. In this role, you will apply your expertise to assist with tax preparation, compliance, and financial statement analysis. This is an excellent opportunity to contribute to a dynamic team while enhancing your skills in a fast-paced hybrid environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review federal income tax returns, ensuring accuracy and compliance with regulations.</p><p>• Analyze financial statements to identify discrepancies and provide actionable recommendations.</p><p>• Collaborate with team members to streamline tax preparation processes and meet deadlines.</p><p>• Utilize accounting software systems, such as CaseWare and ProSystem, to manage tax-related tasks efficiently.</p><p>• Assist in conducting tax research to address client-specific issues and provide tailored solutions.</p><p>• Support the implementation and optimization of tax software tools to improve workflow efficiency.</p><p>• Maintain up-to-date knowledge of federal tax laws and regulations.</p><p>• Communicate effectively with clients to gather necessary documentation and provide updates on their tax matters.</p>
We are seeking an experienced Full Charge Bookkeeper with basic tax preparation experience to join our growing CPA / PFS Financial Services & Tax office. This role is ideal for a detail-oriented detail oriented who is comfortable handling full-cycle bookkeeping, supporting tax preparation during busy season, and working directly with clients in a detail oriented services environment.<br><br>The ideal candidate has hands-on experience with QuickBooks Online and/or Desktop, is familiar with Drake Tax Software, and thrives in a fast-paced, deadline-driven office.<br><br>Key Responsibilities<br><br>Bookkeeping & Accounting<br><br>Perform full-cycle bookkeeping for multiple client accounts<br><br>Handle accounts payable, accounts receivable, billing, and collections<br><br>Reconcile bank, credit card, and loan accounts monthly<br><br>Maintain and review general ledger accounts<br><br>Prepare monthly, quarterly, and year-end financial statements<br><br>Assist with month-end and year-end close processes<br><br>Ensure accurate data entry, account coding, and documentation<br><br>Tax Preparation Support<br><br>Assist with basic individual and small business tax preparation using Drake Tax Software<br><br>Organize and review client tax documents<br><br>Input tax data accurately and efficiently<br><br>Support CPA and tax professionals during tax season<br><br>Help with extensions, estimated payments, and related filings as needed<br><br>Client & Office Support<br><br>Communicate directly with clients regarding bookkeeping and tax-related questions<br><br>Assist with onboarding new bookkeeping clients<br><br>Maintain organized digital and physical client files<br><br>Support compliance with firm policies and accounting best practices<br><br>Qualifications<br><br>3–5+ years of Full Charge Bookkeeping experience, preferably in a CPA or tax firm<br><br>Hands-on experience with QuickBooks Online and/or QuickBooks Desktop<br><br>Basic tax preparation experience required<br><br>Experience using Drake Tax Software strongly preferred<br><br>Solid understanding of GAAP and general accounting principles<br><br>Strong attention to detail and organizational skills<br><br>Ability to manage multiple clients and deadlines<br><br>detail oriented communication skills and client-service mindset<br><br>Education & Certifications<br><br>Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred<br><br>Bookkeeping or accounting certifications a plus (but not required)
<p>We are looking for an experienced Tax Manager to join our team in Dallas, Texas, on a contract basis. This opportunity is ideal for a detail-oriented individual with a strong background in tax preparation and review, seeking to expand their leadership capabilities. As part of a collaborative and dynamic team, you will oversee diverse tax engagements, manage client relationships, and contribute to the development of entry-level staff.</p><p>This is a 4-6 week contract position.</p><p>Onsite in Dallas, Texas</p><p><br></p><p><strong><u>Tax Manager (contract position):</u></strong></p><p>Responsibilities:</p><p>• Review and manage tax returns for individuals, trusts, partnerships, S-Corps, and C-Corps to ensure accuracy and compliance.</p><p>• Provide guidance and mentorship to entry-level staff, offering support in their tax preparation and review tasks.</p><p>• Lead quarterly tax planning initiatives, including the calculation of estimated taxes.</p><p>• Assign and oversee workloads for internal staff and outsourced resources to maintain efficiency and quality.</p><p>• Collaborate with firm leadership to enhance internal processes and promote team productivity.</p><p>• Conduct first-level reviews of staff-prepared tax work, ensuring timely delivery of high-quality results.</p><p>• Build and maintain strong relationships with clients to address complex tax issues and provide strategic advice.</p><p>• Foster a positive and growth-oriented team environment to support collaboration and accountability.</p><p>• Remain up-to-date on tax laws and regulations, ensuring compliance and advising clients accordingly.</p><p>• Utilize advanced proficiency in accounting software and Excel to streamline tax preparation and reporting.</p><ul><li>Must have <strong>hands-on experience</strong> with:</li><li><strong>CCH Access</strong></li><li><strong>CCH Engagement</strong></li><li><strong>CCH trial balance software</strong></li><li><strong>No training provided</strong> – candidate must be fully proficient.</li></ul><p><br></p>
<p>We are looking for an experienced Tax Manager to join our team in Dallas, Texas (REMOTE). This role is ideal for someone with a strong background in tax preparation and strategy who thrives in a collaborative environment. The successful candidate will oversee complex tax returns and provide expert guidance to clients across various industries.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review detailed tax returns for individuals, corporations, and partnerships to ensure accuracy and compliance.</p><p>• Offer strategic tax advice and solutions tailored to client needs while maintaining excellent communication.</p><p>• Supervise and approve tax filings, ensuring all documentation meets regulatory standards.</p><p>• Conduct tax provisions annually and manage related processes efficiently.</p><p>• Utilize systems such as CCH ProSystem Fx to streamline tax preparation and reporting.</p><p>• Collaborate with clients to address tax-related inquiries and provide consultative support.</p><p>• Stay updated on changes in tax laws and regulations to ensure compliance and optimize strategies.</p><p>• Contribute to the development of tax strategies that align with client goals and organizational objectives.</p><p>• Train and mentor entry-level team members to enhance their technical skills and knowledge.</p><p>• Manage multiple tax projects simultaneously while prioritizing deadlines effectively.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of detailed tax returns for individuals, corporations, and partnerships.</p><p>• Provide expert consultation to clients on tax strategies and financial planning.</p><p>• Ensure compliance with federal, state, and local tax regulations.</p><p>• Approve finalized tax returns, ensuring accuracy and thoroughness.</p><p>• Collaborate with clients to address complex tax-related inquiries and concerns.</p><p>• Manage annual income tax provisions and reporting processes.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax tools to streamline tax preparation.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an experienced Tax Accountant to join our team on a contract basis in Kaufman, TX. This role primarily involves preparing individual tax returns and providing assistance with business tax filings. The ideal candidate will work independently and efficiently, handling a high volume of tax returns throughout the project duration.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely individual tax returns using Drake Tax Software.</p><p>• Assist with the preparation of business tax filings, including forms 1065, 1120, and 1120S.</p><p>• Manage a workload of 250-300+ tax returns during the contract period.</p><p>• Ensure compliance with all relevant tax laws and regulations.</p><p>• Work independently to meet deadlines without requiring close supervision.</p><p>• Review financial documents and data to ensure accuracy before filing.</p><p>• Address client inquiries and provide clarification on tax-related matters.</p><p>• Maintain confidentiality and safeguard sensitive financial information.</p><p>• Collaborate with team members when necessary to resolve complex tax issues.</p>
<p>We are looking for an experienced and strategic Americas Tax Director to join our team in North Dallas, Texas. In this role, you will provide expert tax leadership, offering insights to guide business decisions and ensure compliance with tax regulations. You will work closely with various departments and external advisors to optimize tax outcomes and strengthen operational processes.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a trusted advisor to commercial, finance, and operations teams, integrating tax considerations into strategic decision-making.</p><p>• Collaborate across departments to anticipate potential tax implications of business initiatives and enhance outcomes.</p><p>• Lead the transition to in-house income tax return preparation, mentoring the tax manager and implementing efficient processes.</p><p>• Foster relationships with external advisors to maximize value and support for the organization.</p><p>• Monitor legislative changes in the region, identifying risks and opportunities for the company.</p><p>• Oversee the preparation and review of federal and state income tax filings, annual provisions, and true-ups.</p><p>• Manage sales and use tax compliance for multiple businesses across states, with support from the Global Indirect Tax team.</p><p>• Strengthen tax reporting and forecasting processes to ensure accuracy and alignment with global standards.</p><p>• Drive improvements in tax compliance processes through technology, automation, and industry best practices.</p><p>• Represent the company in interactions with tax authorities, ensuring audit readiness and managing audits effectively.</p>
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
<p>We are looking for an experienced Tax Manager to join our team in Colleyville, Texas or Plano, Texas. This role involves overseeing the preparation of intricate tax returns, managing client relationships, and providing strategic tax planning solutions. The ideal candidate will have a strong background in corporate tax, entity formation, and tax compliance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns, including corporations, partnerships, trusts, and estates.</p><p>• Lead and mentor staff to ensure quality and timely completion of tax-related tasks.</p><p>• Develop and maintain strong relationships with clients, serving as a trusted advisor for their tax needs.</p><p>• Collaborate with clients to identify opportunities for strategic tax planning and optimization.</p><p>• Ensure compliance with federal and state tax regulations while minimizing risks.</p><p>• Utilize tax software such as CCH ProSystem Fx to streamline tax preparation processes.</p><p>• Stay updated on tax laws and regulations to provide accurate guidance.</p><p>• Assist in entity formation and restructuring to align with tax strategies.</p><p>• Conduct annual income tax provisions and related reporting.</p><p>• Address and resolve any tax-related issues or discrepancies efficiently.</p>
We are looking for an experienced Senior Accountant to join our team in Dallas, Texas. The ideal candidate will play a vital role in managing financial activities, ensuring compliance with regulations, and supporting organizational objectives. This position requires exceptional analytical skills, attention to detail, and the ability to collaborate effectively with various teams.<br><br>Responsibilities:<br>• Perform comprehensive accounting tasks, including journal entries, bank entries, intercompany transactions, and account reconciliations.<br>• Analyze and reconcile balance sheet accounts such as cash, accounts receivable, inventory, fixed assets, and accruals to maintain accurate financial reporting.<br>• Ensure the accuracy of general ledger and sub-ledger accounts by reconciling them with source data and systems.<br>• Participate in physical inventory counts and reconcile findings to ensure proper documentation.<br>• Prepare consolidated financial statements on a monthly, quarterly, and annual basis.<br>• Generate detailed reports, including aging reports and financial analysis, to support decision-making processes.<br>• Assist in audits by providing necessary documentation and liaising with auditors.<br>• Support tax preparation and regulatory filings to ensure compliance with legal requirements.<br>• Provide backup support for accounts receivable and accounts payable functions.<br>• Collaborate with the Controller and other teams on special assignments and projects as needed.
We are looking for an experienced Senior Accountant to join our team in Dallas, Texas. This role requires an individual who can manage diverse accounting tasks while ensuring compliance with company policies and regulations. The ideal candidate will possess strong analytical skills, advanced knowledge of accounting principles, and the ability to work collaboratively within a fast-paced environment.<br><br>Responsibilities:<br>• Perform and oversee accounting processes, including journal entries, reconciliations, intercompany transactions, and accounts payable/receivable.<br>• Analyze and reconcile balance sheet accounts such as cash, inventory, fixed assets, accruals, and other financial records to ensure accuracy.<br>• Prepare consolidated financial statements on a monthly, quarterly, and annual basis.<br>• Conduct physical inventory counts and reconcile discrepancies in line with company policies.<br>• Generate comprehensive reports, including aging analyses and financial summaries, to support decision-making.<br>• Assist with tax preparation and regulatory filings, ensuring compliance with applicable standards.<br>• Provide necessary documentation and communication during audits, supporting the audit team effectively.<br>• Train and manage accounting staff, fostering growth and operational efficiency.<br>• Act as a backup for accounts receivable and accounts payable functions.<br>• Collaborate with the Controller and management on special projects and assignments as needed.
We are looking for an experienced Controller to oversee and optimize accounting operations for our organization in Dallas, Texas. The ideal candidate will bring a strong background in audit, financial reporting, and compliance, with a proven ability to enhance processes and ensure alignment with industry standards. This role is critical to maintaining the integrity of financial systems and delivering accurate insights to support strategic decisions. <br> <br> Responsibilities will include: • Supervise matters relating to the routine, day-to-day operations of the accounting department. • Responsible for the installation and supervision of all accounting records of the companies. • Responsible for the monthly closing schedule, and the timely preparation and interpretation of the financial statements and reports of the companies. • Review weekly cash requirements and forecast cash needs. • Review the companies’ financial progress, comparing results with the prior year actual results. This includes submitting recommendations for corrective action to the appropriate executives. • Review the financial aspects of the acquisition or disposal of fixed assets or investments. • Supervise and approve Joint Venture monthly revenue distributions and joint interest billings using Oil & Gas industry accounting software. • Supervise cloud-based accounts payable preparation and maintenance of paid bills files. • Supervise the weekly preparation of payroll for multiple entities. • Develop a relationship with the company’s vendors and bankers, interfacing on an as-needed basis via phone and email. • Responsible for generating reports used in weekly and monthly tax estimate preparation for all associated entities. • Coordinate tax return preparation with CPA firm. • Responsible for the monthly net capital computation of the related Broker/Dealer, and the quarterly preparation of information needed for FINRA filings. • Coordinate annual audit preparation with the related Broker/Dealer’s independent auditor. • Develop and maintain internal controls consistent with the company’s procedures. • Prepare any additional analysis or information requests from the Company Officers. • Report directly to the CFO and President. Qualifications: • You must be a self-starter with a strong work ethic, the passion to take the time to complete tasks, and be able to work independently with minimal supervision. • You must be available to work occasional extra hours daily or work on Saturdays. • A current CPA license is preferred. • A minimum of 5 years of relevant public accounting experience working with multiple clients, with a concentration in tax knowledge and management consultation is preferred. • You must demonstrate strong Microsoft Excel skills. • Experience with QuickBooks Online and CCH ProSystem fx Workpaper Manager is preferred. • You must pass a all candidates required to undergo all candidates required to undergo all candidates required to undergo all candidates required to undergo background check.
We are looking for a detail-oriented Staff Accountant to join our team in Lewisville, Texas. In this role, you will be responsible for managing a portfolio of financial accounts and ensuring accuracy in reporting and compliance. You will play a key part in handling month-end processes, preparing financial statements, and supporting budgeting efforts.<br><br>Responsibilities:<br>• Oversee the month-end closing process for multiple properties, ensuring timely completion and accurate financial statements.<br>• Conduct thorough bank reconciliations for both operating and escrow accounts.<br>• Prepare and review journal entries, as well as accounting adjustments, to maintain precise records.<br>• Analyze financial statements to detect discrepancies and implement solutions proactively.<br>• Generate and distribute periodic financial reports, including monthly and quarterly statements, to stakeholders.<br>• Assist with budgeting and forecasting tasks, providing valuable insights for financial planning.<br>• Maintain detailed accounting schedules for depreciation, amortization, taxes, insurance, and escrow.<br>• Compile necessary documents for audits, tax filings, and cost certifications, ensuring compliance.<br>• Prepare cash flow reports on a weekly basis for executive review and decision-making.<br>• Support property management teams with accounts payable inquiries and technical accounting guidance.
<p>We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.</p><p>• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.</p><p>• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.</p><p>• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.</p><p>• Perform financial analysis and tax planning for clients' business units to optimize outcomes.</p><p>• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.</p><p>• Review and reconcile current investment asset allocations to ensure alignment with client objectives.</p><p>• Analyze and optimize retirement plans based on annual goals and client-specific needs.</p><p>• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.</p><p>• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.</p>
We are looking for a detail-oriented Staff Accountant to join our team in Dallas, Texas. The ideal candidate will play a key role in managing financial records, ensuring accuracy in transactions, and supporting the organization’s overall accounting processes. This position offers an excellent opportunity to contribute to a dynamic and collaborative team environment.<br><br>Responsibilities:<br>• Perform account reconciliations to ensure accuracy and completeness of financial records.<br>• Manage accounts payable and accounts receivable processes efficiently.<br>• Oversee invoicing activities and ensure timely processing of payments.<br>• Prepare and post journal entries to maintain the general ledger.<br>• Conduct bank reconciliations to verify alignment between company and bank records.<br>• Handle debits and credits accurately to maintain financial balance.<br>• Assist with corporate tax preparation and filing, including sales tax compliance.<br>• Ensure adherence to accounting standards and regulations in all financial activities.<br>• Collaborate with internal teams to support audits and financial reporting needs.<br>• Analyze financial data to identify discrepancies and recommend solutions.
<p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Tax Accountant</strong> who is energized by variety, eager to learn, and ready to take on a broad range of domestic and international tax responsibilities. In this role, you’ll play a key part in maintaining accuracy across our expanding tax reporting requirements. You’ll support the preparation of global tax filings, collaborate with external CPA firms, and stay current on evolving tax rules and regulations.</p><p><br></p><p>This is a centralized tax function, meaning you’ll gain exposure to tax matters across multiple countries and markets—an excellent opportunity for someone who wants to grow their expertise and broaden their global tax knowledge.</p><p><strong> </strong></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare <strong>domestic and international tax filings</strong> across multiple jurisdictions</li><li>Collaborate with <strong>external CPA firms</strong> to manage tax compliance</li><li>Research tax rules and regulations for <strong>direct and indirect taxes</strong> (including VAT, sales tax, etc.)</li><li>Maintain and update internal <strong>tax policies and procedures</strong></li><li>Identify opportunities to <strong>automate, streamline, and improve</strong> existing processes</li><li>Support tax reporting for <strong>international, federal, and state income taxes</strong>—this role truly touches all areas of tax</li></ul><p><strong>Why This Role Stands Out</strong></p><ul><li>Exposure to <strong>global tax issues</strong> across a centralized tax function</li><li>Opportunity to work with external tax firms in multiple markets</li><li>A wide range of responsibilities—no two days look the same</li><li>A chance to grow your expertise in both direct and indirect tax areas</li></ul><p><br></p>
<p>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.</p><p><br></p><p>MUST HAVE CONSTRUCTION INDUSTRY EXPERIENCE! </p><p><br></p><p>Bilingual candidates are strongly encouraged to apply.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Maintain accurate and up-to-date financial records using QuickBooks Desktop</p><p><br></p><p>Manage Accounts Payable and Accounts Receivable, including invoicing, collections, and vendor payments</p><p><br></p><p>Perform monthly and quarterly bank reconciliations</p><p><br></p><p>Prepare and process 1099s, including year-end reporting and filing</p><p><br></p><p>Assist with month-end and year-end close in coordination with the CPA</p><p><br></p><p>Utilize Excel extensively, including VLOOKUPs, Pivot Tables, and reconciliations</p><p><br></p><p>Track and assist with property taxes and related documentation (preferred)</p><p><br></p><p>Maintain general ledger accuracy and supporting schedules</p><p><br></p><p>Organize financial documents and ensure compliance with internal controls</p><p><br></p><p>Communicate with vendors, clients, and internal staff as needed</p><p><br></p><p>Provide support during audits, tax preparation, and financial reviews</p><p><br></p><p>Required Qualifications</p><p><br></p><p>3+ years of bookkeeping or accounting experience, preferably in a small office environment</p><p><br></p><p>Advanced proficiency in QuickBooks Desktop</p><p><br></p><p>Strong Excel skills, including VLOOKUPs, Pivot Tables, and formulas</p><p><br></p><p>Solid experience with AP/AR, bank reconciliations, and general ledger maintenance</p><p><br></p><p>Experience preparing 1099s and handling year-end processes</p><p><br></p><p>High attention to detail and strong organizational skills</p><p><br></p><p>Ability to work independently and manage multiple priorities</p><p><br></p><p>Strong communication skills and professionalism when working with a CPA</p><p><br></p><p>Preferred Qualifications</p><p><br></p><p>Experience handling or assisting with property taxes</p><p><br></p><p>Bilingual (Spanish/English or other languages a plus)</p><p><br></p><p>Prior experience working directly with a CPA or accounting firm</p><p><br></p><p>Knowledge of small business accounting and internal controls</p>
We are looking for an experienced Tax Manager or Senior Manager to join our dynamic team in Dallas, Texas. In this role, you will oversee the preparation and review of tax returns, ensuring accuracy and compliance while mentoring staff and managing client relationships. This is an excellent opportunity to contribute your expertise in tax planning, compliance, and leadership within a collaborative CPA firm environment.<br><br>Responsibilities:<br>• Review tax returns prepared by staff, identify potential issues, and conduct research to provide effective solutions.<br>• Manage the tax return preparation workflow to ensure accuracy, completeness, and timely submission.<br>• Handle complex tax returns, including individual, trust, corporate, partnership, and S-Corp filings, as well as state income tax returns.<br>• Supervise engagement phases such as planning, budgeting, staff direction, and performance monitoring against established goals.<br>• Prepare detailed personal tax projections using specialized software.<br>• Communicate with taxing authorities to address and resolve client issues, including drafting response letters for partner review.<br>• Assist with client billing processes and prepare various reports and special projects as required.<br>• Stay informed on economic trends and potential tax legislation changes that could impact clients or the business environment.<br>• Support staff development by participating in recruiting, performance evaluations, career mentoring, and training programs.<br>• Contribute to the firm's growth by expanding service offerings and building strong relationships with current and prospective clients.
We are looking for a highly experienced Sr. Tax Manager to join our team in Southlake. In this role, you will oversee tax compliance processes and collaborate directly with external organizations to resolve tax-related issues. The ideal candidate will possess strong analytical skills and enjoy working with multi-entity structures, ensuring accuracy in financial reconciliations and tax filings. <br> Responsibilities: • Handle tax compliance and reporting processes, ensuring all filings adhere to applicable regulations. • Collaborate directly with external organizations to address and resolve tax-related notices and issues(must be experienced with working with the IRS directly in resolving issues and must obtain CAF #) • Conduct detailed research and analysis of multi-entity tax structures to provide accurate insights. • Manage the preparation of annual income tax provisions and corporate tax returns. • Utilize CCH ProSystem Fx and CCH Sales Tax software to streamline tax processes and improve accuracy. • Oversee entity formation processes, ensuring proper documentation and compliance. • Perform reconciliations and automate processes to enhance operational efficiency. • Maintain strong client relationships by providing clear, detail-oriented communication and support. • Stay updated on tax laws and regulations to ensure compliance and minimize risks. • Analyze financial data to identify trends and opportunities for improved tax strategies. <br> If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via linked in.
<p>We are looking for a diligent Tax Staff. The role involves overseeing and evaluating the tax department for efficiency, preparing complex federal and state tax returns, and managing client tax return engagements. You will also play a critical role in staff training and development, researching various federal and state tax issues, and tax planning and consulting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and evaluate the tax department to optimize efficiency</p><p>• Prepare complex federal and state tax returns</p><p>• Review federal and multi-state tax returns</p><p>• Conduct staff training and development</p><p>• Research various federal and state tax issues</p><p>• Engage in tax planning and consulting</p><p>• Manage and monitor client tax return engagements and due dates</p><p>• Use various software and systems such as CCH ProSystem Fx, CCH Sales Tax, Gosystem, and Management System</p><p>• Perform various accounting functions and auditing tasks</p><p>• Handle cash activity and ensure compliance</p><p>• Provide excellent customer service.</p>
We are looking for a detail-oriented Staff Accountant to join our team in McKinney, Texas. In this role, you will contribute to maintaining accurate financial records and ensuring compliance with corporate tax regulations. This position is ideal for someone with strong analytical skills and a commitment to supporting the financial operations of the organization.<br><br>Responsibilities:<br>• Perform reconciliations for payroll accounts, disbursement accounts, and other financial accounts to ensure accuracy and completeness.<br>• Assist with the preparation and filing of corporate tax returns, including sales tax documentation.<br>• Create and post journal entries to maintain accurate records in the general ledger.<br>• Support the monthly closing process by managing financial data and preparing required reports.<br>• Utilize accounting software such as QuickBooks Enterprise Desktop and Office Suite to streamline daily tasks.<br>• Collaborate with team members to address accounting discrepancies and improve processes.<br>• Provide general support to the accounting department, ensuring smooth operations and compliance with financial standards.<br>• Monitor and analyze financial transactions to identify and resolve discrepancies in a timely manner.<br>• Assist with tax-related tasks, including corporate tax filings and sales tax calculations.
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.<br><br>Responsibilities:<br>• Manage the preparation and review of tax returns for corporations, partnerships, nonprofits, and individuals, ensuring accuracy and compliance.<br>• Develop and implement effective tax planning strategies to help clients minimize liabilities and optimize their financial outcomes.<br>• Lead and mentor a team of tax experts, fostering growth and promoting a culture of continuous improvement.<br>• Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant with all requirements.<br>• Identify and address tax-related risks by establishing robust controls and review processes.<br>• Participate in business development efforts, including networking and relationship-building with potential clients and industry professionals.<br>• Provide guidance on entity formation and tax implications for new business ventures.<br>• Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax to streamline processes and improve efficiency.
We are looking for a detail-oriented Staff Accountant to join our team in Dallas, Texas. This role involves managing the financial reporting and accounting processes for multiple entities, ensuring accurate and timely production of internal financial statements. The ideal candidate will thrive in a fast-paced environment, have exceptional organizational skills, and demonstrate a commitment to accuracy and integrity.<br><br>Responsibilities:<br>• Manage the monthly accounting cycle for multiple entities, including preparing drafted financial statements and verifying their accuracy with site General Managers and Club Accountants.<br>• Record and reconcile monthly transactions, such as inventory counts, prepaid expenses, and accrual journal entries.<br>• Conduct balance sheet account reconciliations and provide analytical reviews of month-end income statement variances.<br>• Prepare and deliver accurate bank reconciliations, resolving outstanding items as needed.<br>• Assist with membership accounting by reviewing member data, reconciling the Membership Dashboard, and ensuring compliance with club bylaws.<br>• Prepare monthly sales and use tax returns in collaboration with the Tax Director.<br>• Support general managers and corporate teams in the preparation of annual operating and capital budgets.<br>• Ensure compliance with company accounting policies, internal controls, and procedures.<br>• Participate in process improvement initiatives to enhance compliance, consistency, and operational efficiency.<br>• Collaborate with senior accountants and other team members to maintain effective communication and teamwork.
