<p>Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our services. This role is situated within the wealth management industry.</p><p><br></p><p>Responsibilities:</p><p>• Efficiently manage client transactions and money movement requests</p><p>• Regularly communicate with clients regarding new business and existing issues</p><p>• Execute client-specific projects as needed</p><p>• Handle outbound calls and emails to service clients professionally</p><p>• Review and prepare comprehensive investment reports</p><p>• Accurately update client information for review meetings</p><p>• Confirm transactions with clients to ensure accuracy</p><p>• Responsibly manage calendars and CRM to record client interactions</p><p>• Resolve client queries via phone and email promptly and effectively</p><p>• Summarize meeting notes, emails, and financial data for client meetings</p>
<p>We are in the process of recruiting a Benefits Support Analyst for our team located in Houston, Texas. The individual will be a pivotal team member with an emphasis on systems, Benefits knowledge will be instrumental in ensuring customer success. The role will involve translating clients’ needs into product specifications for software enhancements and acting as a subject matter expert in the Benefits functional area.</p><p><br></p><p>Responsibilities:</p><p>• Support customers throughout the complete project lifecycle, from sales to implementation and support.</p><p>• Address and resolve Benefit related support tickets in a timely and efficient manner.</p><p>• Act as a conduit for knowledge transfer, sharing insights on Benefits practices and processes with both clients and internal team members.</p><p>• Engage in user training preparation and delivery, ensuring a comprehensive understanding of our software for customers.</p><p>• Document and map customer business processes and third-party integrations, identifying areas for increased client satisfaction during the sales or implementation process.</p><p>• Undertake quality assurance tasks, testing tickets related to Benefits to ensure optimal functionality.</p><p>• Serve as a liaison between clients and our business, effectively communicating client needs regarding software functionality and performance.</p>
<p><strong>Job Title:</strong> SEC Reporting & ESG Accounting Specialist (Remote)</p><p><strong>Location:</strong> Remote – Candidates must reside in Central or Eastern Time Zones</p><p><strong>Overview:</strong></p><p> Our client, a growing publicly traded company, is seeking an experienced <strong>SEC Reporting & ESG Accounting Specialist</strong> to join their corporate reporting team. This newly created role reflects the company’s commitment to transparency, compliance, and sustainability. The position is fully remote, but candidates must reside in the Central or Eastern time zones to align with business operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review SEC filings, including 10-K, 10-Q, 8-K, proxy statements, and other required disclosures.</li><li>Lead ESG reporting initiatives, ensuring compliance with emerging regulations and alignment with recognized sustainability frameworks (e.g., SASB, TCFD, GRI, ISSB).</li><li>Collaborate with cross-functional teams including finance, legal, operations, and investor relations to gather and validate ESG data and metrics.</li><li>Draft clear and accurate ESG disclosures for SEC filings, annual reports, and sustainability reports.</li><li>Stay current with SEC and ESG reporting requirements, FASB pronouncements, and evolving regulatory guidance.</li><li>Support internal and external audit requests related to SEC and ESG reporting.</li><li>Contribute to the development of policies, procedures, and controls around ESG reporting to strengthen data integrity and consistency.</li><li>Provide technical accounting research and position papers on complex SEC and ESG matters.</li></ul><p><strong>What We Offer:</strong></p><ul><li>100% remote work environment (Central/Eastern time zones only).</li><li>Competitive compensation package with performance incentives.</li><li>Comprehensive health, dental, and vision benefits.</li><li>Retirement savings plan with company match.</li><li>Opportunities for professional growth and development in a rapidly evolving ESG and reporting landscape.</li></ul><p><br></p>
<p>Our client is seeking an experienced <strong>Medicaid Compliance Specialist</strong> to join their healthcare team. This role focuses on Medicaid billing operations, compliance audits, and reimbursement optimization, with an emphasis on Brightree software. The ideal candidate will bring strong expertise in Medicaid billing processes, cash applications, adjudications, denials, and write-offs, ensuring compliance and operational efficiency across programs.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process Medicaid billing using <strong>Brightree software</strong>, including cash applications, denials, adjudications, and write-offs.</li><li>Conduct internal and external Medicaid audits to ensure accuracy, compliance, and optimized reimbursement.</li><li>Develop and maintain systems for tracking administrative reviews, compliance metrics, and corrective action plans.</li><li>Ensure adherence to state contracts, Medicaid regulations, and accreditation standards.</li><li>Support standardized program practices and organizational compliance initiatives.</li><li>Prepare performance and compliance reports for leadership.</li><li>Lead or assist in special projects related to compliance, budgeting, and staffing as needed.</li></ul><p><br></p>
<p>Our client located in Willis, TX is seeking a highly experienced and motivated North America Customs Manager to oversee trade compliance and customs operations across the United States, Canada, and Mexico. The ideal candidate will ensure the company’s adherence to U.S. import/export regulations, maintain compliance with trade laws, and manage cross-border operations efficiently. This role requires exceptional technical knowledge, outstanding communication skills, and the ability to collaborate effectively across departments and with external consultants.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>Trade Compliance Oversight: Ensure compliance with U.S. import/export regulations, including CFR Title 19 (Parts 0-140 and 141-199) and relevant rules for Mexico and Canada.</p><p>Customs Management: Lead customs operations, ensuring accurate and timely processing of import/export documentation and adherence to required practices.</p><p>Licenses and Certifications: Apply expertise as a U.S. Licensed Customs Broker or Certified Customs Specialist (CCS) to oversee and optimize customs processes.</p><p>MTR Expertise: Leverage 2+ years of working knowledge of the Maquiladora tax regime (MTR) to manage compliance for manufacturing operations in Mexico and support the company’s tax-efficient supply chain.</p><p>Supply Chain Support: Provide support for logistics and supply chain functions, with intermediate knowledge of supply chain management principles.</p><p>Data Reporting and Presentation: Pull, analyze, and present customs and trade compliance reports to senior management, ensuring clear communication and actionable insights.</p><p>Cross-Level Collaboration: Collaborate effectively with internal teams, consultants, and all levels of management to ensure smooth operations and compliance.</p><p>Team Management: Act as a people-oriented leader to foster positive relationships and a strong culture within the team and organization.</p><p><br></p><p><br></p>
<p>We are providing an exciting opportunity for a Payroll Administrator, based in Pasadena, Texas. This role involves supporting the Payroll Specialist with administrative tasks, heavy data entry, and other related duties in the high-volume environment of our team.</p><p><br></p><p>Our client located in Pasadena, TX is seeking a Payroll Administrator. The Payroll Administrator will be responsible for supporting the Payroll Specialist with various administrative tasks such as entering employee information, making employee corrections, heavy data entry and other administrative tasks. The Payroll Administrator must have 1+ years of heavy data entry experience in a high-volume environment. This is a direct hire opportunity paying up to 20/hr plus benefits working a 9/80 schedule.</p><p><br></p><p>Responsibilities:</p><p>• Enter and update employee information accurately and efficiently</p><p>• Correct any errors or inconsistencies in employee data</p><p>• Perform high-volume data entry tasks</p><p>• Assist the Payroll Specialist with various administrative tasks</p><p>• Utilize Microsoft Excel, Paylocity, and MS Great Plains Dynamics for data management and administrative tasks</p><p>• Provide administrative assistance as needed, ensuring the smooth operation of the payroll department.</p>
We are looking for a Senior Tax Accountant with a strong background in public accounting to join our team in Houston, Texas. In this role, you will work closely with a diverse portfolio of clients, including both private and public companies, to provide expert tax services and strategic planning. This is an opportunity to leverage your technical expertise while contributing to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Prepare federal, state, and individual tax returns for corporations, partnerships, and individuals.<br>• Handle the preparation of international informational tax returns to ensure compliance with global tax regulations.<br>• Assist in the preparation of tax provisions, including analyzing financial data and applying relevant accounting standards.<br>• Support tax planning and consulting projects by providing strategic insights and recommendations.<br>• Conduct tax research and draft memos analyzing the application of tax codes and regulations to client-specific scenarios.<br>• Represent clients during federal and state tax audits, providing guidance and ensuring compliance with regulatory requirements.<br>• Collaborate with team members on various tax-related initiatives and projects to improve processes and client outcomes.<br>• Maintain up-to-date knowledge of tax laws and regulations to provide accurate and reliable guidance.<br>• Perform additional duties as required to support the broader tax team.
<p>Our client is looking for an adaptable and highly organized Personal Assistant / Administrative Assistant to provide personalized and professional support to the Executive/Principal. This Personal Assistant / Administrative Assistant role is a hybrid between traditional Personal Assistant / Administrative Assistant responsibilities and some very senior administrative assistant duties, requiring you to balance tasks in both the personal and professional realms. The ideal candidate is resourceful, proactive, and capable of managing a wide range of responsibilities with discretion, confidentiality, and a high level of accuracy. The position will report to two executives. </p><p><br></p><p>As the primary support HUB, you will:</p><p>• Act as a strategic partner to family principals, managing both personal and business domains. </p><p>• Oversee personal medical scheduling and travel logistics, coordinating care and itineraries seamlessly.</p><p>• Ensure business and personal calendars are harmonized with precision. </p><p>• Serve as liaison across family members, household staff, vendors, medical providers, travel services and business contacts. </p><p><br></p><p>Key Responsibilities:</p><p>1. Managing professional calendars, meetings, travel and correspondence for personal and business-related activities.</p><p>2. Track projects, support with communication for ventures and prepare briefing docs and reports.</p><p>3. Liaise between business teams and personal household staff or family office operations</p><p>4. Booking travel internationally and domestically, hotels, transportation and flights. </p><p>5. Personal Medical Coordination – Manage appointments (primary care, specialists, routine/preventive care), insurance authorizations, reminders and follow-ups.</p><p>6. Liaise with medical providers, prep briefing materials, and arrange secure transport or accommodations if needed for medical travel. </p><p>7. Assist with scheduling family events, gifts, concierge requests, occasional household coordination.</p>
We are looking for an experienced Receptionist / Administrative Assistant to join our team in Houston, Texas. This role is integral to ensuring smooth daily operations and providing exceptional support to both staff and visitors. If you thrive in a dynamic environment and have a knack for organization and multitasking, we would love to hear from you.<br><br>Responsibilities:<br>• Schedule and organize meetings, interviews, and other events to ensure efficient planning and execution.<br>• Leverage advanced Excel functionalities, including Pivot Tables, to analyze and present data effectively.<br>• Address and resolve minor technical issues, coordinating with IT support when necessary.<br>• Maintain a welcoming and organized reception area that aligns with the company’s brand image.<br>• Offer administrative support to various departments to facilitate smooth day-to-day operations.<br>• Manage calendars and coordinate appointments with accuracy and attention to detail.<br>• Assist with preparing reports and documents using Microsoft Office Suite tools.<br>• Handle incoming calls and correspondence, ensuring timely and accurate responses.<br>• Ensure compliance with federal grant-related documentation and administrative processes.<br>• Collaborate with team members to streamline workflows and improve overall efficiency.
