https://JOBS.SEARCHSVC.COM/ en-us Our Client is seeking a Senior Financial Analyst to support financial reporting, planning, and strategic decision-making across the organization. This role partners with cross-functional teams to analyze financial performance, improve reporting capabilities, and enhance business processes while ensuring accuracy, compliance, and operational efficiency.
RESPONSIBILITIES
Monitor and analyze organizational financial performance, including revenue and operational costs

Develop and maintain financial models and reports to support business decision-making

Support budgeting and forecasting processes while ensuring alignment with organizational objectives

Analyze financial results and budget variances, providing actionable insights and recommendations to leadership

Collaborate with cross-functional teams to improve financial processes, reporting, and operational efficiency

Ensure proper revenue recognition in accordance with applicable accounting standards

Prepare and review journal entries, account reconciliations, and revenue schedules

Assist with the preparation of annual budgets, financial forecasts, and long-term financial plans

Monitor actual financial performance against budgets and forecasts, identifying and explaining key variances

Provide financial analysis to support strategic initiatives and organizational objectives

Support month-end and year-end close activities

Identify opportunities to improve reporting capabilities and increase data visibility

Leverage data and automation tools to streamline financial processes and improve efficiency

Partner with departments across the organization to understand financial drivers and reporting requirements

Assist with the implementation and optimization of financial systems and reporting tools

Support audit activities and compliance initiatives as needed

Perform additional duties as assigned by the Senior Financial Reporting Manager
QUALIFICATIONS
Bachelor's degree in Accounting

2-3 years of public accounting audit experience, preferably with a Big Four accounting firm

Basic knowledge of accounting principles, finance, and financial analytics

Working knowledge of accounting software applications

Advanced proficiency with Microsoft Office, with a strong emphasis on Microsoft Excel

Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment

Exceptional attention to detail and commitment to producing accurate, high-quality work within established deadlines

Excellent interpersonal and relationship-building skills with the ability to collaborate across all levels of the organization

Ability to maintain confidential and proprietary information

Demonstrated initiative, strong work ethic, and a positive, results-oriented attitude
PREFERRED QUALIFICATIONS
Big4 public accounting experience

Experience working with financial reporting systems and automation tools
]]> Thu, 16 Jul 2026 00:00:00 CDT 0 Our Client is a global leader in the commercial touchscreen and interactive hardware industry with more than 50 years of innovation and experience. Their technology powers businesses across a wide range of industries, delivering reliable, high-performance interactive solutions that enhance customer and employee experiences.
ABOUT THE ROLE
Our Client is seeking an experienced Enterprise AI Advisor to help accelerate the adoption of generative AI across the organization. This is a 6+ month contract advisory opportunity for a highly collaborative, business-facing professional who will partner with leaders across the Supply Chain organization to identify opportunities where artificial intelligence can improve productivity, streamline processes, and enhance decision-making.

The engagement begins with approximately two weeks of onsite onboarding and collaboration in Knoxville, Tennessee, followed by a fully remote work arrangement for the remainder of the contract. As a trusted advisor, you will work closely with Planning, Logistics, Order Management, and other functional teams to understand current workflows and recommend practical ways to leverage Anthropic Claude, Google Gemini, and other enterprise AI tools to improve operational efficiency. This position is focused on AI adoption, workflow optimization, and continuous improvement rather than software development.
RESPONSIBILITIES
Serve as the organization's subject matter expert and trusted advisor for Anthropic Claude and enterprise AI best practices.

Partner with Planning, Logistics, Order Management, and other business functions to identify opportunities where AI can improve productivity and operational efficiency.

Analyze existing business processes and recommend practical AI-enabled solutions that reduce manual effort, improve consistency, and simplify day-to-day work.

Collaborate with business stakeholders to redesign workflows that effectively incorporate AI into daily operations.

Develop reusable prompts, templates, playbooks, and best practices that enable teams to consistently achieve high-quality results.

Advise teams on how to leverage Claude effectively for research, content generation, analysis, documentation, planning, and decision support.

Evaluate new Claude capabilities and emerging AI technologies, recommending practical applications that create measurable business value.

Help establish governance and responsible AI practices that promote secure, compliant, and effective use of AI across the organization.

Monitor AI adoption, gather user feedback, and continuously refine recommendations to maximize business impact.
QUALIFICATIONS
Five or more years of experience in business consulting, process improvement, operations, digital transformation, or technology advisory roles.

Demonstrated experience using Anthropic Claude or comparable enterprise generative AI platforms within a business environment.

Strong prompt engineering skills with the ability to create repeatable, effective AI workflows for non-technical users.

Experience evaluating business processes and identifying opportunities for operational improvement.

Excellent communication, facilitation, and stakeholder management skills.

Ability to translate business challenges into practical AI-enabled solutions.

Strong analytical and problem-solving skills with a consultative mindset.
PREFERRED QUALIFICATIONS
Experience with Claude for Enterprise, ChatGPT Enterprise, Microsoft Copilot, Google Gemini, or similar enterprise AI platforms.

Experience supporting AI adoption initiatives or enterprise technology transformation.

Background in Lean, Six Sigma, Operational Excellence, Business Process Improvement, or Change Management.

Familiarity with AI governance, security, and responsible AI practices.

Experience working within manufacturing, supply chain, operations, or technology organizations.
WHAT SUCCESS LOOKS LIKE
AI becomes a natural part of everyday work across multiple business functions.

Teams consistently leverage AI to improve productivity, accelerate decision-making, and reduce repetitive manual tasks.

Business processes become more efficient through thoughtful AI adoption and workflow optimization.

The organization develops a sustainable, governed approach to enterprise AI that delivers measurable business value.
EMPLOYMENT DETAILS
6+ month contract.

Approximately two weeks of onsite onboarding and collaboration in Knoxville, Tennessee.

Fully remote following the initial onsite engagement.
]]> Wed, 15 Jul 2026 00:00:00 CDT 0 Our client is a major publicly traded investment company. They are looking for a valuations senior associate to join their growing team.? They are looking for someone who can bring their attention to detail, strong work ethic and organizational skills to their team and organization.  They are searching for a self-starter with a positive attitude who will focus on getting the job done in an efficient and effective manner in a deadline sensitive environment. 

This position will be?engaged as a member of the?corporate accounting and finance team primarily assisting with the quarterly valuations of investments in their portfolio companies.  This role offers the opportunity to further develop valuation/finance skills, in addition to general accounting and analysis skills. As investments at fair value account for 95% of the balance sheet, the valuing of those investments is the critical part of financial reporting.  In order to value companies, the valuations group must understand company and industry current results and long-term outlooks and report detailed information to management.  As such, the group ends up being the repository of a large amount of information that is utilized by management and the rest of the company to ensure accurate accounting, financial and management reporting and a variety of other critical tasks throughout the company.   

Responsibilities: 

• 
  Assist lower middle market and middle market investment groups in the preparation of quarterly portfolio company valuation models. 
  

• 
  Assist valuations leadership in the review of lower middle market and middle market investment models on a quarterly basis. 
  

• 
  Review and analyze valuation metrics/summary schedules. 
  

• 
  Supervise and develop valuation analysts. 
  

• 
  Assist in organizing and providing valuation data to external auditors and third-party valuation consultants. 
  

• 
  SEC reporting (10-K, 10-Q, etc.). 
  

• 
  Management (internal) reporting and analysis.  
  

• 
  Special projects and ad hoc reporting as directed by executive management. 
  

• 
  Investor and Analyst presentations. 
  

Skills/ Qualifications: 

• 
  Public accounting or public accounting / Industry combination experience is preferred.  
  

• 
  4+ years of experience in banking, accounting, or related finance function?is required.  
  

• 
  Bachelor’s degree in Accounting or Finance required (Master’s in Accounting or MBA is a plus). 
  

• 
  Prefer candidates who currently have a CPA or CFA designation or are currently working towards one of these designations. 
  

• 
  Significant exposure to general accounting and financial reporting, including internal controls, is required for review of company financial statements and valuation packages (valuations / financial modeling experience is a differentiator).  
  

• 
  Should exhibit strong organizational and communication skills.  
  

• 
  Must demonstrate leadership potential and exhibit strong performance. 
  

• 
  Should be outgoing and exhibit strong interpersonal skills. 
  

• 
  Must exhibit a strong work ethic and be willing to complete projects accurately under tight deadlines. 
  

• 
  Must exhibit strong organizational skills and be able to multi-task to ensure multiple deadlines are met. 
  

• 
  Must exhibit strong communication skills and responsiveness in order to follow up on unusual items and to communicate status. 
  

• 
  Strong accounting and GAAP background required.  
  

• 
  Should exhibit strong Microsoft Excel skills. 
  

]]> Tue, 14 Jul 2026 00:00:00 CDT 0 Company Description:

Our client is a boutique private equity firm that provides debt and equity capital to oil field services companies, and they are located in Ft. Worth, Texas. The firm is young and is growing rapidly. They successfully raised the capital for their second investment fund recently, and they will begin investing that capital in the near term. They are well connected, and the partners have incredible backgrounds. They seek an ambitious Senior Associate or new VP to join the team and support the firm's investment and business development activities.

 

Job Description:

 As a part of the investment team, you will work directly with the firm's partners and collaborate with the other deal team members to originate, execute, and manage new investments.

Primary Responsibilities will include:

• Initial review of opportunities and development of investment thesis and transaction structure
• Financial modeling and valuation comps
• Due diligence
• Participate in negotiations of acquisition documentation
• Preparation of Investment Committee materials
• Portfolio management including attendance at portfolio company Board Meetings
• Active participation in select areas of new business development/transaction sourcing

 

Candidate Background:

The position is a career track opportunity where an MBA is not required to advance. An ideal candidate would possess the following qualifications:

• 4-6 years in private equity or investment banking
• Extensive knowledge of financial and operating models
• Strong organizational skills and ability to prioritize
• Self-motivator who is eager to be given substantial responsibility
• Strong communicator, both verbally and in written formats, and with both internal and external audiences
• Must be comfortable in a highly visible role and manage stress and pressure effectively
• Energy industry experience is preferred but not required

]]> Mon, 13 Jul 2026 00:00:00 CDT 0 About the Company:
Our client is a Fort Worth based private equity fund specializing in Oilfield Service investments.

Position Overview:

They are seeking an experienced Controller to join their team in Fort Worth, Texas. The Controller represents a unique opportunity to join a fast growing, high performing, and dynamic platform. As the senior most accounting position in the funds, the Controller will gain valuable experience. Potential opportunity for advancement to Chief Financial Officer based on organizational needs, individual experience, and post-hire performance over a timeframe to be determined; such advancement is not guaranteed.

Key Responsibilities:

• Oversee all accounting activities for the private equity fund, including general ledger maintenance, journal entries, reconciliations, and financial close processes.

• Manage capital call and investor reporting processes, including preparation of investor notices, tracking funding activity, and maintaining related records.

• Review and approve NAV calculations and investor allocations.

• Maintain accurate records of investor commitments, contributions, distributions, and ownership balances.

• Coordinate with third party providers including, but not limited to; auditors, tax advisors, and fund administrators.

• Assist with audits, tax filings, and regulatory reporting requirements.

• Support cash management, treasury activities, and fund liquidity planning.

• Partner with firm leadership on ad hoc reporting, analysis, and special projects.

• Monitor cash flow, liquidity, and capital planning for the fund(s).

Qualifications:

• Certified Public Accountant (CPA) not required but strongly preferred.

• Bachelor’s degree in accounting, finance, or a related field.

• Prior relevant work experience required, preferably in private equity, fund administration, investment management, or public accounting.

• Strong understanding of fund accounting principles and private equity fund structures.

• Preference for prior experience with capital calls, distributions, and investor reporting.

• Strong attention to detail and ability to manage multiple projects.

• Excellent organizational, analytical, and communication skills.

• Proficiency in Excel and accounting/reporting systems.
]]> Mon, 13 Jul 2026 00:00:00 CDT 0 Southwest Houston | In-Office position, with flexibility

Our client is a growing, globally recognized manufacturing and engineering company with approximately $120 million in annual revenue. As the organization continues to expand internationally, they are seeking a talented accounting leader to join their finance team.

This is an outstanding opportunity for an ambitious CPA who enjoys technical accounting, financial reporting, and process improvement while partnering with operations around the world. The company offers an outstanding culture, excellent benefits, long-term career growth, and the opportunity to work closely with senior leadership in a highly visible role.
Position Overview
Reporting to the Chief Financial Officer, this position will oversee financial reporting, accounting operations, treasury activities, audit coordination, tax compliance, and internal controls across multiple domestic and international entities. The successful candidate will play a key role in strengthening financial processes while supporting continued global growth.
Key Responsibilities

• Prepare and review monthly, quarterly, and annual financial reporting packages.
• Lead the preparation of consolidated financial statements and supporting analyses.
• Ensure compliance with IFRS and corporate accounting policies.
• Oversee general accounting, accounts payable, and accounts receivable functions.
• Drive month-end close improvements and streamline accounting processes.
• Partner with domestic and international business units to improve reporting consistency and financial controls.
• Coordinate annual external audits and support tax compliance activities.
• Assist with treasury management, cash flow forecasting, banking relationships, and lender reporting.
• Support acquisitions, financial due diligence, and integration activities as the company continues to grow.
• Develop, document, and improve accounting policies, procedures, and internal controls.
• Mentor and develop accounting staff while serving as a collaborative business partner across the organization.

Qualifications

• Bachelor's degree in Accounting or Finance.
• CPA designation strongly preferred.
• 5-10+ years of progressive accounting experience.
• Public accounting experience (Big 4 or large regional firm) is highly desirable.
• Strong technical accounting knowledge, including IFRS. Experience with both IFRS and U.S. GAAP is preferred.
• Experience preparing consolidated financial statements for multi-entity organizations.
• Experience working within global or multi-currency environments.
• Strong understanding of financial reporting, internal controls, audits, and treasury functions.
• Advanced Excel skills and experience working with ERP systems.
• Excellent analytical, organizational, and communication skills.
• Ability to work effectively with cross-functional teams across multiple countries.
• Limited international travel as needed.

Why This Opportunity?

• Highly visible role working directly with executive leadership.
• Financially strong, growing international organization.
• Opportunity to make a significant impact on systems, processes, and reporting.
• Collaborative, team-oriented culture with exceptional leadership.
• Excellent benefits and opportunities for rapid professional growth.
• Stable company with exciting long-term career potential.

If you are a technically strong accounting professional looking for a challenging leadership opportunity within a growing international organization, we'd love to hear from you.
]]> Wed, 08 Jul 2026 00:00:00 CDT 0 Senior Manager / Manager – Technical Financial Reporting (CPA)
Location: Houston, TX (Remote – Houston area residents only)
Relocation Assistance Available
About the Opportunity
An established, financially strong national services organization is seeking a Manager or Senior Manager to join its Corporate Accounting & Financial Reporting team. This is an exceptional opportunity for an experienced CPA coming from a Big 4 or large public accounting firm who enjoys technical accounting, financial reporting, and solving complex accounting issues—but is looking for a career outside of public accounting.
This position offers a rare opportunity to learn a  specialized area of financial reporting directly from a long-tenured subject matter expert who is retiring after a successful career with the company. The successful candidate will receive extensive training and mentorship while developing expertise in an area of accounting that is both technically challenging and professionally rewarding.
If you're an Audit Manager or Senior Manager who enjoys technical accounting more than client service, business development, or the demands of public accounting, this role offers an outstanding long-term career path with excellent work/life balance.

What You'll Do

• Prepare and review quarterly and annual financial and regulatory reporting packages.
• Research and interpret complex accounting guidance and prepare technical accounting analyses.
• Ensure compliance with applicable accounting standards and regulatory reporting requirements.
• Partner with Corporate Accounting, Finance, Tax, Treasury, Internal Audit, and external auditors.
• Assist with the preparation of financial statement disclosures and supporting schedules.
• Analyze financial data and reconcile reporting differences between various reporting bases.
• Support external audits, regulatory examinations, and internal compliance initiatives.
• Monitor changes in accounting guidance and reporting requirements, evaluating their impact on the organization.
• Identify opportunities to improve reporting processes, controls, and efficiencies.
• Participate in special projects, process improvements, and system enhancements.
• Serve as a technical accounting resource for finance leadership and business partners.

What We're Looking For
Required Qualifications

• Bachelor's degree in Accounting.
• CPA designation required.
• Approximately 6–10+ years of progressive accounting experience.
• Current or recent experience with a Big 4 or large regional/national public accounting firm.
• Audit Manager or Senior Manager experience strongly preferred.
• Strong technical accounting and financial reporting background.
• Excellent analytical, organizational, and communication skills.
• Advanced Microsoft Excel proficiency.
• Ability to research complex accounting matters and communicate recommendations effectively.

Preferred Qualifications

• Experience serving financial services or regulated industry clients.
• Experience with financial reporting, technical accounting, or regulatory reporting.
• Familiarity with internal controls and SOX compliance.
• Experience mentoring or leading engagement teams.
• Exposure to enterprise reporting systems such as Oracle, Workiva, SAP, OneStream, or similar platforms.

Prior industry experience in this specialized reporting area is not required. Comprehensive training will be provided by the retiring incumbent, making this an excellent opportunity for someone with a strong public accounting foundation who is eager to develop expertise in a unique and highly valued discipline.
Why This Opportunity Stands Out

• Remote position for candidates residing in the Houston area.
• Relocation assistance available for exceptional candidates in this industry with this specific skillset.
• Outstanding opportunity to transition from public accounting into industry.
• Direct mentorship and knowledge transfer from the retiring expert currently in the role.
• Highly specialized technical accounting position with long-term career growth.
• Excellent work/life balance compared to public accounting.
• Stable, financially strong organization with an outstanding reputation and long employee tenure.
• Competitive compensation, bonus opportunity, comprehensive benefits, and retirement programs.

If you're a CPA with a strong audit background who enjoys technical accounting and is ready for a challenging yet rewarding career outside of public accounting, we'd love to speak with you.

 ]]> Mon, 06 Jul 2026 00:00:00 CDT 0 Controller
East Houston | Onsite
Our client is a successful, privately held manufacturing company headquartered in East Houston. With a long history of producing high-quality consumer products, the company has experienced significant growth and recently relocated to a new office and manufacturing facility to support its continued expansion.
Due to the planned retirement of a long-tenured accounting leader, the company is seeking an experienced Controller to oversee its accounting and finance function. Reporting directly to the President, this is a highly visible leadership opportunity for a hands-on accounting professional who enjoys working closely with operations and helping build the financial infrastructure of a growing business.
The Controller will lead a small accounting team while partnering with Operations, Manufacturing, Purchasing, Shipping, Inventory, Human Resources, and executive leadership to strengthen financial reporting, improve internal controls, and support continued operational growth.
This is an excellent opportunity to join a financially stable, entrepreneurial organization where your contributions will have a direct impact on the future of the business.
Primary Responsibilities

1. Lead all accounting and financial reporting activities, including the monthly, quarterly, and annual close processes.
2. Prepare timely and accurate financial statements and management reporting packages for executive leadership.
3. Supervise and mentor a small accounting team while promoting accountability, continuous improvement, and professional development.
4. Serve as the accounting leader and trusted business partner to the President and senior leadership team.
5. Oversee all general ledger activity, account reconciliations, treasury functions, cash management, and banking relationships.
6. Manage lender reporting requirements and maintain strong banking relationships.
7. Lead quarterly and annual physical inventory counts and ensure accurate inventory valuation and reporting.
8. Oversee inventory accounting and maintain strong partnerships with manufacturing and operations to improve inventory accuracy and production reporting.
9. Manage all aspects of cost accounting, including product costing, manufacturing variances, and inventory controls.
10. Work closely with operations leadership to analyze manufacturing costs and provide meaningful financial insight to support business decisions.
11. Continue to strengthen accounting policies, internal controls, and financial processes while identifying opportunities to improve efficiency.
12. Coordinate the annual financial statement audit and serve as the primary contact for external auditors.
13. Partner with outside tax advisors to support timely completion of tax filings and compliance requirements.
14. Assist with budgeting, forecasting, cash flow management, and financial planning.
15. Support executive leadership with financial analysis, operational reporting, and strategic initiatives.

Qualifications

1. Bachelor's degree in Accounting or Finance required.
2. CPA designation strongly preferred.
3. Seven or more years of progressive accounting leadership experience, preferably within a manufacturing environment.
4. Strong cost accounting and manufacturing accounting experience is required.
5. Experience overseeing inventory accounting and physical inventory processes.
6. Demonstrated success leading the monthly close process and preparing accurate financial statements.
7. Previous experience managing and developing an accounting team.
8. Experience working within an ERP environment is required.
9. Strong understanding of internal controls, accounting policies, and process improvement.
10. Public accounting experience, particularly in audit or tax, is a significant plus.
11. Excellent analytical, organizational, leadership, and communication skills.
12. Comfortable working in a hands-on leadership role within a growing entrepreneurial organization.

The Ideal Candidate
The successful candidate will be a technically strong accounting leader who enjoys being involved in the day-to-day operations of the business while also contributing strategically. This individual will be equally comfortable reviewing financial statements, walking the manufacturing floor, working with inventory and operations teams, and partnering with executive leadership.
The ideal candidate brings a collaborative leadership style, a continuous improvement mindset, and the ability to build strong relationships across the organization. They will thrive in a privately owned company where initiative is valued, decisions are made quickly, and outstanding performance creates opportunities for long-term career growth.
 ]]> Mon, 06 Jul 2026 00:00:00 CDT 0 ABOUT OUR CLIENT

Are you an experienced HR professional with exceptional payroll expertise who enjoys making an immediate impact? Our Client is seeking a knowledgeable HR Generalist to join their team in a highly visible role where payroll accuracy, compliance, and employee support are essential to the organization's success.
This is an excellent opportunity for an HR professional who enjoys balancing payroll responsibilities with broader human resources functions, including benefits administration, compliance, and employee support.
ABOUT THE ROLE

The HR Generalist will serve as the organization's primary payroll resource while supporting key human resources initiatives. Payroll administration is the most critical responsibility for this position and requires a candidate with proven, hands-on experience. In addition to payroll, the role will oversee benefits administration, Texas Workforce Commission unemployment claims, HR compliance, and day-to-day employee support.

RESPONSIBILITIES

• Process payroll accurately and on schedule while ensuring compliance with applicable federal, state, and company requirements.
• Serve as the primary point of contact for payroll-related questions and issue resolution.
• Administer employee benefits and assist employees with enrollment and benefit inquiries.
• Manage Texas Workforce Commission unemployment claims and related documentation.
• Maintain compliance with federal, state, and local employment laws and HR regulations.
• Maintain accurate employee records and HR documentation.
• Support employee onboarding, offboarding, and other employee lifecycle activities.
• Partner with leadership to support HR operations and foster a positive employee experience.
• Assist with special HR projects and additional responsibilities as assigned.

QUALIFICATIONS

• Demonstrated experience as an HR Generalist.
• Extensive, hands-on payroll experience is required and is considered an essential qualification.
• Experience managing Texas Workforce Commission unemployment claims.
• Knowledge of employment laws, HR compliance, and HR best practices.
• Experience administering employee benefits.
• Strong organizational, analytical, and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Excellent interpersonal, written, and verbal communication skills.
• Ability to manage multiple priorities while maintaining confidentiality.
• Proficiency with Microsoft Office applications.
• Experience using HRIS and payroll systems.
   

EDUCATION

• Bachelor's degree in Human Resources, Business Administration, or a related field preferred.
   

 ]]> Mon, 29 Jun 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is an established organization in the property management industry seeking a motivated HR Generalist to join its growing team. This position offers the opportunity to make an immediate impact by leading recruiting initiatives while supporting a broad range of human resources functions.
ABOUT THE ROLE
The HR Generalist is responsible for overseeing human resources and payroll operations across multiple business entities, ensuring compliance, accuracy, and efficiency in all HR processes. While this role encompasses recruiting, payroll administration, benefits management, employee relations, and compliance, the initial priority will be driving full-cycle recruiting efforts to attract and hire top talent. The HR Generalist serves as a trusted resource for employees and leadership while helping advance HR initiatives that support organizational success.
RESPONSIBILITIES

• Lead full-cycle recruiting, including posting positions, sourcing candidates, reviewing applications, coordinating interviews, and maintaining communication throughout the hiring process.
• Partner with leadership to develop recruiting strategies and deliver an exceptional candidate experience.
• Manage payroll for multiple business entities, ensuring accuracy, timeliness, and compliance.
• Administer employee benefits, including enrollments, changes, and employee support.
• Ensure compliance with federal, state, and local employment, payroll, and benefits regulations.
• Serve as the primary point of contact for employee relations matters by providing guidance and resolving workplace issues.
• Administer employee leave programs, including FMLA, ADA, and other applicable leave requirements.
• Manage workers' compensation claims and coordinate return-to-work processes.
• Maintain confidential and accurate employee records in compliance with company policies and legal requirements.
• Partner with leadership and legal counsel, as needed, on HR-related matters and employment compliance.
• Support ongoing HR initiatives that enhance the employee experience and align with organizational objectives.

QUALIFICATIONS

• Bachelor's degree in Human Resources, Business Administration, or a related field preferred.
• Two or more years of human resources experience, preferably supporting payroll and benefits administration across multiple business entities.
• Experience leading full-cycle recruiting and talent acquisition efforts.
• Strong knowledge of employment laws, payroll administration, employee benefits, and HR compliance.
• Experience with HRIS systems, with Paylocity experience preferred.
• Excellent organizational, communication, and interpersonal skills.

 ]]> Fri, 26 Jun 2026 00:00:00 CDT 0 Our Client is a nationally recognized organization committed to innovation, technology transformation, and delivering exceptional customer experiences. The organization fosters a collaborative, people-first culture where employees are empowered to solve complex business challenges, influence enterprise technology strategy, and grow professionally while making a meaningful impact.
ABOUT THE ROLE
Our Client is seeking an experienced Solution Architect, Customer Data & MarTech to lead the strategy, architecture, and integration of enterprise customer data and marketing technology platforms. This highly visible role will drive the design of scalable, modern customer data ecosystems that enable personalization, customer engagement, analytics, and enterprise decision-making while partnering with cross-functional business and technology leaders.
RESPONSIBILITIES
Define enterprise solution architectures for Customer Data Platforms, Customer Master Data, Customer 360, marketing automation, personalization, and customer engagement ecosystems.

Establish target-state architecture across Customer Data Platforms, Data Warehouses, and Customer Master Data solutions with clearly defined ownership of customer mastering, activation, and analytics.

Design scalable integration strategies connecting MarTech platforms, AdTech technologies, data platforms, CMS and DAM solutions, and enterprise analytics environments.

Develop enterprise identity resolution strategies, customer identity governance, and consent management capabilities while ensuring compliance with privacy regulations and internal data governance standards.

Architect real-time and batch decisioning frameworks that support customer personalization, experimentation, and machine learning-driven engagement.

Define enterprise standards for customer data movement, identity management, customer mastering, and content governance across platforms.

Enable first-party audience activation across owned digital channels and media platforms to support targeting, personalization, and customer engagement initiatives.

Evaluate enterprise technology platforms, lead build-versus-buy assessments, perform vendor architecture evaluations, and optimize platform utilization and cost.

Research emerging technologies across MarTech, AdTech, Artificial Intelligence, and analytics, recommending innovative solutions that deliver measurable business value.

Serve as the architecture authority for customer data and marketing technology solutions, ensuring scalability, security, compliance, resiliency, and alignment with enterprise architecture standards.

Collaborate with Marketing, Product Management, Information Technology, Data Science, and external technology partners to develop strategic roadmaps and deliver reusable enterprise capabilities.

Maintain regular in-office attendance and adhere to company policies and professional standards.
REQUIRED QUALIFICATIONS
Bachelor's degree in Computer Science, Information Systems, Engineering, or a related technical discipline.

Master's degree preferred.

Eight or more years of experience in customer data, data engineering, or marketing technology.

Minimum of three years of experience architecting enterprise MarTech solutions supporting personalization and customer engagement.

Extensive experience with customer data, clickstream analytics, identity resolution, customer segmentation, and audience activation.

Deep expertise with Customer Data Platforms, Customer Master Data, CRM, loyalty platforms, and Customer 360 solutions.

Experience designing first-party, hybrid, and third-party identity resolution strategies.

Experience implementing privacy, consent management, and enterprise data governance frameworks.

Experience designing architectures supporting personalization, loyalty, attribution, machine learning decisioning, and closed-loop measurement.

Hands-on experience integrating marketing automation platforms with customer data and analytics ecosystems.

Experience spanning customer data, personalization, analytics, customer engagement, and audience activation technologies.

Experience integrating content management and digital asset management platforms into enterprise marketing ecosystems.

Experience supporting first-party audience activation and customer engagement strategies.

Experience evaluating enterprise technology vendors and conducting architecture assessments.

Experience designing high-volume batch and streaming data ingestion solutions.

Experience partnering with Data Science teams to operationalize machine learning models.

Exposure to Artificial Intelligence and Generative AI technologies is preferred.
TECHNICAL SKILLS
Salesforce Marketing Cloud

Adobe Experience Cloud

Braze

HubSpot

Google Analytics

Customer Data Platforms

Customer Data Warehouses

Customer Master Data
]]> Fri, 26 Jun 2026 00:00:00 CDT 0 SUMMARY:
Well respected, Downtown Houston financial services firm needs experienced Senior Tax Accountant/General Accountant

DESCRIPTION:

Our client is a fabulous, long time Houston based full service financial services firm that works closely with investment clients.  The company provides accounting and tax review work for some of their clients, and needs help in the team that does family office work for these clients.   This is a dream role for someone who has worked in public accounting but who is tired of keeping track of every billable hour.  However, the work is varied, different daily and the team is great.  This is a close knit team that works hard and goes home at 5.  They look for someone who is responsible, dedicated and who enjoys new challenges, but who does not prefer public accounting as a long time career.  This company offers exceptional benefits and opportunities for growth as well as a friendly, 40 hour work week.

 Specific tasks include:

• Accumulate information from internal and external sources in order to generate and maintain comprehensive, tax basis records for clients consisting of individuals, estates, trusts, corporations, foundations and partnerships.
• Generate and maintain tax basis general ledgers and financial statements as needed.
• Maintain supporting documentation for general ledger input.
• Reconcile discrepancies between outside and internal reports in order to properly record information.
• Prepare various financial reports, budgets, and schedules as requested.
• Reconcile bank statements.
• Responsible for maintaining the complete process of client’s bill pay function which includes maintaining bill pay schedule, collecting bills, reviewing for accuracy, direct communication with vendors, processing for approval, handling any follow-up, and reporting.
• Experience in bill pay systems helpful, not required.
• Maintain capital asset files, including rolling forward cost basis and accumulated depreciation for various entities.
• Prepare lists detailing capital asset additions and deletions to be used in preparing tax returns.

This role will also help provide payroll services for clients:

• Maintain and reconcile payroll and checking accounts.
• Onboard new employees and collect required documentation.
• Communicate with employees for collection of hours/expenses and follow up on questions/requests from employees.
• Process payroll using ADP Payroll Services.
• Maintain employee files

This role will also assist in gathering tax information for outside CPAs for clients.  This is a coordination role:

• Accumulating information from outside and inside sources.
• Following up on all open items.
• Reconciling Form 1099’s to cash received.
• Preparing schedules to be used in preparing tax return(s).
• Processing estimated tax payments for clients and tracking all federal and state tax payments and refunds.
• Roll forward basis in partnerships to properly reflect tax basis.
• Maintaining list of federal and state carry forwards for regular tax and alternative minimum tax, which includes carry forwards for capital losses, passive losses, net operating losses, and “at risk” losses.
• Maintaining depreciation schedules.

REQUIREMENTS:

4 year accounting degree strongly preferred 
CPA desired or progress toward certification 
Strong experience in Quickbooks, Excel and Word required
3+ years experience in Tax and Bookkeeping in a CPA firm required, more preferred.  
Client service oriented personality with friendly demeanor required
    ]]> Thu, 25 Jun 2026 00:00:00 CDT 0 Our Client is seeking a Manager, AI Platform & Product to lead the strategy, governance, and evolution of enterprise artificial intelligence capabilities across the organization. This role is responsible for owning the enterprise AI platform roadmap, driving AI product strategy, and partnering with business leaders to identify high-impact opportunities that deliver measurable business value. Working closely with Enterprise Architecture, Information Security, Legal, and cross-functional stakeholders, this leader will establish enterprise AI standards, promote responsible AI adoption, and help shape the organization's long-term AI vision.
RESPONSIBILITIES
Own the enterprise AI platform strategy, roadmap, and product lifecycle while designing, configuring, and deploying AI solutions using Microsoft Copilot Studio, Azure AI Studio, and supporting Microsoft AI technologies.

Lead the design, configuration, and deployment of custom AI agents and intelligent automations that improve business processes and drive operational efficiency.

Develop AI agent logic, manage API integrations, and optimize Retrieval-Augmented Generation (RAG) solutions using internal enterprise data.

Evaluate emerging AI technologies and prototype non-Microsoft AI platforms when appropriate while maintaining Microsoft as the enterprise AI standard.

Partner with business leaders to identify AI opportunities, prioritize initiatives, and translate business challenges into scalable AI solutions.

Serve as the enterprise AI intake authority by evaluating proposed AI initiatives and determining the appropriate implementation approach, including native platform capabilities, AI Center of Excellence solutions, or third-party technologies.

Partner with Enterprise Architecture to develop and maintain an enterprise AI roadmap aligned with business objectives and technology strategy.

Drive enterprise AI governance by preventing shadow AI initiatives and ensuring AI solutions are standardized, visible, secure, and compliant.

Establish and enforce AI guardrails related to data privacy, model access, prompt security, responsible AI practices, and cost management.

Collaborate with Information Security and Legal to define and maintain AI governance frameworks, acceptable use policies, and audit processes.

Develop performance measurement frameworks to evaluate AI solution accuracy, adoption, ROI, business impact, and model performance over time.

Champion AI adoption across the organization by building awareness, educating stakeholders, and fostering engagement with the AI Center of Excellence.

Serve as a trusted advisor to executive and business leadership on AI strategy, emerging technologies, governance, and enterprise best practices.
QUALIFICATIONS
Bachelor's degree in Computer Science, Data Engineering, Artificial Intelligence, or a related technical field is required.

Advanced degree preferred.

Five or more years of experience in AI, machine learning, data engineering, enterprise platform development, or related technical disciplines.

Two or more years of hands-on experience building AI agents, intelligent automations, or advanced AI-enabled solutions.

Proven success translating business challenges into production AI solutions that deliver measurable business value.

Experience partnering with business leaders, Enterprise Architecture, and Information Security within a governed enterprise environment.

Expert knowledge of Microsoft Copilot Studio, Azure OpenAI Service, Azure AI Studio, Power Automate, and Power Apps.

Strong understanding of enterprise data architectures and integrations including SQL, Dataverse, SharePoint, APIs, and data lakes.

Advanced prompt engineering experience with demonstrated success reducing hallucinations and improving AI accuracy.

Experience designing and implementing Retrieval-Augmented Generation (RAG) architectures.

Excellent communication and presentation skills with the ability to translate complex AI concepts for executive and non-technical audiences.
PREFERRED QUALIFICATIONS
Experience working within a retail or multi-site enterprise environment.

Experience with Google Gemini, Anthropic Claude, open-source large language models, or other enterprise AI platforms.

Advanced degree in Computer Science, Artificial Intelligence, Data Engineering, or a related discipline.
]]> Thu, 25 Jun 2026 00:00:00 CDT 0 Our Client is a Houston-based provider of specialized accounting and back-office support services for hospitality groups and small businesses. Through a collaborative and client-focused approach, they help organizations manage critical financial operations while creating a strong foundation for growth.

ABOUT THE ROLE
Our Client is seeking a Staff Accountant to join their growing team. This role supports a diverse client base and is ideal for an accounting professional who enjoys working in a collaborative environment while managing day-to-day accounting functions with accuracy and attention to detail.

RESPONSIBILITIES

• Process Accounts Payable and Accounts Receivable
• Perform bank reconciliations and account reconciliations
• Prepare journal entries
• Analyze financial statements
• Support the monthly close process
• Participate in general accounting projects as assigned
• Manage day-to-day accounting functions
• Interact with multiple staff members and clients
• Provide high-quality customer service to clients

QUALIFICATIONS

• Bachelor’s Degree in Accounting
• Understanding of Generally Accepted Accounting Principles (GAAP)
• Strong analytical and accounting skills
• Ability to work independently and manage workload effectively
• Ability to identify issues and seek guidance when needed
• Strong attention to detail
• Dependable and team-oriented mindset
• Ability to handle multiple projects simultaneously in a deadline-driven environment
• Intermediate to advanced proficiency in Microsoft Excel, Word, and Outlook

PREFERRED QUALIFICATIONS

• Experience with QuickBooks
• Experience with POS systems such as Toast or Square
• Experience handling Accounts Payable, Accounts Receivable, General Ledger activities, bank reconciliations, and financial reporting

BENEFITS

• 100% employer-paid medical insurance
• 100% employer-paid dental insurance
• 401(k) plan upon eligibility
• 10 paid holidays

]]> Tue, 23 Jun 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm partners closely with clients to provide guidance in retirement planning, wealth management, and financial decision-making. The culture is collaborative, client-focused, and built on professionalism, trust, and exceptional service. Team members have the opportunity to make a meaningful impact, contribute ideas, build strong relationships, and grow professionally within the financial services industry.
ABOUT THE ROLE
Our Client is seeking an Office Administrator to provide administrative, operational, and client service support to advisors and staff. This position plays a key role in maintaining office operations, supporting client-related activities, coordinating schedules, managing administrative processes, and contributing to a professional and welcoming office environment. This is an in-office position located in Houston, Texas.
RESPONSIBILITIES

• Provide ongoing administrative and service support to advisors and staff, including mail processing, scanning, faxing, and filing
• Greet visitors and maintain a professional front-office experience
• Answer incoming calls and route inquiries appropriately
• Schedule appointments and manage the office calendar
• Coordinate and prepare materials for client meetings
• Send routine client correspondence as directed
• Maintain and update client information within the CRM and relationship management system
• Process incoming check deposits and money movement requests as delegated by senior team members
• Support onboarding activities for new partners as directed
• Track and coordinate insurance licensing requirements across multiple states
• Prepare internal reports for advisors and leadership
• Provide departmental and project support as needed
• Manage office supplies and coordinate facility maintenance needs
• Maintain a professional, organized, and client-focused office environment

QUALIFICATIONS

• Experience in an office administration, administrative assistant, client service, or similar support role required
• Professional demeanor and strong customer service orientation
• Excellent organizational skills and attention to detail
• Strong follow-up and task management abilities
• Ability to prioritize multiple responsibilities while maintaining accuracy
• Effective verbal and written communication skills
• Resourceful, proactive, and self-motivated work style
• Strong sense of ownership and accountability
• Positive attitude and collaborative approach
• Experience using CRM systems preferred
• Proficiency with Microsoft Office Suite
• Comfort learning and using technology platforms and business applications

PREFERRED QUALIFICATIONS

• Exposure to financial services concepts including investments, retirement accounts, annuities, and insurance
• Experience supporting financial advisors, wealth management professionals, or financial services organizations
• Knowledge of client relationship management systems used within financial services environments

]]> Mon, 22 Jun 2026 00:00:00 CDT 0 Our client is pre-IPO space industry company, and they are located near NASA in Houston. They seek to add a Controller to their management team to help them prepare to go public in the near to medium term. This person will be responsible for establishing all of the processes, procedures, and controls necessary to support the accounting and reporting function of a publicly traded company. Will be responsible for the SEC reporting function of this established, growing, and profitable governmental contractor. While the company is established and will be public, the company is entrepreneurial, so you must be comfortable leading and building teams in addition to being very "hands on" in the day to day details. Will work very closely with the C-Suite in growing and operating this company!

Controller Job Description:


Ongoing Responsibilities:

1. Lead core finance function activities (A/P, A/R, journal entries, cash management, GL) on a day-to-day basis
2. Prepare monthly management accounts and operational results (including KPIs) and present to Executive Leadership Team
3. Prepare periodic materials for presentation to audit & risk committee and board of directors
4. Prepare and lead development of quarterly, annual and periodic SEC filings
5. Lead preparation for periodic results presentations, investor presentations, and other investor communications
6. Lead ongoing interactions with banks and other non-shareholder capital providers
7. Manage outsourced service providers 
8. Lead interactions with external audit firm
9. Prior experience supporting a public stock offering is a huge plus

  Requirements and skills:

1. B.S. degree in Accounting or Finance (C.P.A. required)
2. 6 to 12 years of experience preferred
   • Proven working experience in a Big 4 accounting firm with audit experience with public companies is preferred
   • Current experience as a SEC Reporting Director/Asst. Controller/Controller in a public-company environment is preferred but not required
3. Technology and systems proficiency is a must
4. Ability to direct and lead others and communicate effectively
5. Proven knowledge of financial reporting and general accounting as well as accounting principles, practices, standards, laws and regulations
6. Ability to engage in data analytics
7. High attention to detail and accuracy

Working Arrangements:

1. Position is based in Houston, TX near NASA's operations in Houston. 
2. There are opportunities to work remote part of the time
3. Salary range is competitive based on your experience with variable compensation to include cash bonus and LTIP

]]> Sat, 20 Jun 2026 00:00:00 CDT 0 Our Client is a growing organization focused on delivering high-quality installation services with a strong emphasis on operational excellence and team collaboration. They are seeking a dependable and detail-oriented professional to support their administrative functions.

 ]]> Mon, 15 Jun 2026 00:00:00 CDT 0 Tax Manager / Senior Tax Manager
A Houston-based wealth management firm is seeking an experienced Tax Manager or Senior Tax Manager to help build and lead an in-house tax offering for its established client base.
This is an ideal opportunity for a CPA coming out of public accounting who enjoys complex tax work but is ready for a better quality of life.
The firm serves successful business owners, executives, and family groups and has a built-in client base that regularly needs sophisticated tax planning and compliance support. The role will focus on serving existing clients rather than generating new business.
Why This Role Is Different

• Not public accounting
• No business development expectations
• No requirement to build or bring a book of business
• Limited overtime and a more predictable schedule
• Flexibility and autonomy
• Strong work/life balance
• Competitive compensation and benefits
• Opportunity to help shape a growing tax function

Responsibilities

• Review and manage complex individual, partnership, S corporation, C corporation, trust, and family group tax returns
• Provide proactive tax planning for business owners and high-net-worth individuals
• Work closely with financial advisors to integrate tax strategies into broader planning
• Serve as a trusted tax resource for clients
• Research tax issues and communicate recommendations clearly
• Help develop processes and best practices as the tax offering grows

Qualifications

• Active CPA required
• 8+ years of tax experience preferred
• CPA firm experience required
• Strong experience with business owners, closely held companies, and high-net-worth individuals
• Ability to manage complex tax work independently
• Strong client communication skills

This could be a great fit for a public accounting Tax Manager or Senior Manager who still enjoys the technical work but is ready to leave behind the grind, heavy overtime, and pressure to sell.
A solo practitioner interested in joining an established platform with a built-in client base may also be a strong fit.
 ]]> Wed, 10 Jun 2026 00:00:00 CDT 0 SENIOR PROJECT MANAGER
ABOUT OUR CLIENT
Our Client is an innovative and rapidly growing software company headquartered in Houston, Texas. As customer demand continues to expand, the organization is investing in experienced leadership to help scale implementation excellence, strengthen customer relationships, and drive successful project delivery across the business.
ABOUT THE ROLE
Are you a seasoned Project Manager who thrives on leading high-impact software implementations while mentoring others and improving delivery operations?

Our Client is seeking a Senior Project Manager to lead its most strategic and complex customer implementations from kickoff through go-live. This is a highly visible role that offers the opportunity to work directly with executive stakeholders, influence organizational processes, and help shape the future of project delivery within a growing technology company.

In addition to managing critical customer engagements, you will serve as a mentor and trusted advisor to fellow Project Managers, helping elevate project execution standards and support company-wide growth.

WHAT YOU'LL DO

• Lead the company’s large software implementation projects
• Serve as the primary point of contact for executive stakeholders and customer leadership teams
• Develop and manage project plans, timelines, budgets, resource requirements, and communication strategies
• Identify project risks, dependencies, and obstacles while proactively driving resolution plans
• Manage project scope, change requests, and stakeholder expectations throughout the implementation lifecycle
• Drive accountability across customer and internal teams to ensure successful project outcomes
• Mentor and support Project Managers across the organization
• Provide guidance on project planning, issue resolution, customer escalations, and cross-functional coordination
• Partner closely with Product, Development, Quality Assurance, Customer Success, and Support teams
• Coordinate resources and priorities across multiple concurrent implementations
• Help improve project management standards, implementation methodologies, and delivery best practices
• Contribute to process improvements that enhance customer onboarding, implementation efficiency, and operational scalability
• Support leadership with implementation forecasting, resource planning, and strategic prioritization

WHAT YOU BRING

• Bachelor’s degree in Business, Information Technology, Engineering, or a related field
• Eight  or more years of experience leading software, SaaS, or technology implementation projects
• Experience managing complex, customer-facing software implementations
• Proven ability to mentor, coach, or provide leadership to project teams
• Strong knowledge of SaaS implementation methodologies and software delivery processes
• Experience managing multiple priorities in a fast-paced environment
• Excellent customer-facing communication, presentation, and relationship-building skills
• Experience collaborating closely with software development and product teams
• Knowledge of Agile, Waterfall, and hybrid project management methodologies
• Proficiency with Jira, Azure DevOps, Monday.com, Smartsheet, Microsoft Project, or similar tools
• Strong organizational, analytical, problem-solving, and decision-making abilities
• Self-motivated mindset with the ability to thrive in a high-growth environment

PREFERRED QUALIFICATIONS

• PMP certification
• Additional experience supporting organizational project management process improvement initiatives

LOCATION & WORK ENVIRONMENT

• Houston, Texas
• Hybrid work environment with a combination of in-office and remote work each week
• Occasional travel for customer meetings, implementation activities, and company events

WHY THIS OPPORTUNITY?

• Work directly with executive leadership and key customer stakeholders
• Lead high-visibility projects that have a direct impact on company growth and customer success
• Influence project management standards and implementation best practices
• Mentor and develop fellow Project Managers
• Join a growing software company where your contributions will help shape future delivery operations

]]> Mon, 08 Jun 2026 00:00:00 CDT 0 ABOUT OUR CLIENT

Our client is a large energy services company with almost $1 billion in revenue. It is seeking a Remote Assistant Controller for one of its divisions.

ABOUT THE ROLE

Our Client is seeking an experienced Assistant Controller to support the Controller in managing accounting operations, financial reporting, and internal controls for a division. This role plays a key part in ensuring financial accuracy, regulatory compliance, and continuous improvement across accounting processes while helping build a high-performing finance organization.

RESPONSIBILITIES

Support and help drive the monthly close process, ensuring timely and accurate completion

Ensure the accuracy of the general ledger, account reconciliations, and overall financial data integrity

Prepare GAAP-compliant financial statements and internal management reports

Support and coordinate external audits, including the preparation of audit deliverables

Contribute to process improvements that enhance efficiency and shorten the close cycle

Support day-to-day accounting operations and activities

Ensure proper internal controls, including SOX compliance, are maintained and followed

Analyze variances between actual results and forecasts

Provide financial insights and analysis to support business decision-making

Supervise, mentor, and develop accounting staff while fostering accountability and continuous improvement

Support the development and maintenance of a high-performing finance organization

Identify opportunities to automate and streamline accounting processes

Support ERP system maintenance, optimization, and system upgrades

Improve reporting efficiency and enhance data accuracy across financial processes

QUALIFICATIONS

Bachelor’s degree in Accounting or enough hours to qualify to sit for the CPA exam

CPA

8-15 years of progressive accounting experience within public accounting, industry, or a combination of both

Strong knowledge of Generally Accepted Accounting Principles (GAAP)

Advanced Microsoft Excel skills

Strong analytical, problem-solving, and critical thinking abilities

Exceptional attention to detail and accuracy

Excellent communication skills with the ability to collaborate effectively across finance and non-finance teams

Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Experience working in multi-entity organizations

Experience with ERP systems, including Microsoft Dynamics 365 (D365)
]]> Tue, 02 Jun 2026 00:00:00 CDT 0 ABOUT OUR CLIENT

Our Client is a leading provider of digital technology solutions focused on transforming business workflows across the energy industry. Serving organizations ranging from emerging companies to global enterprises, Our Client delivers innovative software solutions that help optimize operations, improve decision-making, and drive long-term growth across the energy value chain.

ABOUT THE ROLE

Our Client is seeking a Senior Product Manager – AI Strategy to lead the strategic vision, development, and commercialization of Artificial Intelligence and Generative AI initiatives across a global product portfolio. This highly visible enterprise role will work closely with executive leadership to shape long-term AI strategy, define investment priorities, and guide how AI capabilities are built, scaled, commercialized, and monetized across the organization.

This is a strategic leadership role, but success in this position requires someone who has been deeply hands-on in building and deploying AI-driven products and platforms. Our Client is looking for a proven operator with real-world experience navigating complex AI initiatives, building scalable AI platforms and agents, and translating emerging technologies into commercially viable business solutions.

The ideal candidate will bring experience from a globally recognized “blue chip” technology organization such as AWS, Amazon, Google, Meta, or a similar enterprise technology leader.

RESPONSIBILITIES

Define and lead the enterprise AI vision and strategic roadmap across all business units and product teams

Identify high-impact AI and Generative AI opportunities that create measurable customer and business value

Develop frameworks for AI adoption, governance, and responsible innovation

Partner with executive leadership to evaluate AI investments and prioritize strategic initiatives

Guide product and engineering teams on consistent AI integration across platforms and workflows

Provide strategic leadership on how AI platforms and intelligent agents should be architected, deployed, commercialized, and priced

Lead evaluations of emerging AI technologies, LLM platforms, and strategic partnerships

Serve as a thought leader on AI trends within the energy technology sector

Analyze industry trends and competitive landscapes to support long-term innovation strategies

Represent Our Client at industry events and forums focused on AI and digital transformation

Perform additional duties as assigned

QUALIFICATIONS

6+ years of experience in product strategy, corporate innovation, or AI/ML product leadership

Demonstrated experience defining and implementing enterprise-level AI strategies and frameworks

Hands-on experience building, scaling, or deploying AI products, platforms, or intelligent agents in enterprise environments

Strong understanding of AI technologies, trends, commercialization strategies, and pricing models

Excellent strategic thinking, stakeholder management, and executive communication skills

Experience operating within fast-paced, highly innovative technology organizations

PREFERRED QUALIFICATIONS

Experience leading cross-functional AI initiatives within enterprise or industrial technology environments

Background in energy, data science, or digital transformation consulting

Experience working within globally recognized technology companies such as AWS, Amazon, Google, Meta, or similar organizations

MBA or equivalent experience in product strategy or technology leadership

LOCATION

Houston, Texas

Dallas, Texas

USA Remote with travel requirements

WORK MODEL

Hybrid schedule available for candidates located in Houston or Dallas

Remote work arrangement available for candidates located within the United States with travel requirements
]]> Wed, 27 May 2026 00:00:00 CDT 0 Our Client is a relationship-driven Registered Investment Advisor (RIA) firm focused on helping individuals, families, and business owners build long-term financial confidence through personalized financial planning and investment management services. The firm fosters a collaborative, client-focused culture built on professionalism, trust, and exceptional service while offering team members the opportunity to make a meaningful impact and grow within the financial services industry.
ABOUT THE ROLE
Our Client is seeking an experienced Paraplanner to support Advisors and clients through financial planning preparation, account servicing, operational support, and client relationship management. This is a non-prospecting role designed for a detail-oriented financial services professional who thrives in a collaborative and client-centered environment.
RESPONSIBILITIES

• Serve as a primary point of contact for client service and account-related needs
• Prepare financial plans by gathering, reviewing, and organizing financial documents and information from clients
• Identify planning opportunities and assist with developing recommendations
• Coordinate account setup, transfers, and financial plan implementation activities
• Facilitate a smooth and professional client onboarding experience
• Track outstanding items and follow through on action steps to support a seamless client experience
• Provide ongoing service and operational support to Advisors and clients
• Process account transactions, distributions, and maintenance requests as requested
• Prepare account and financial plan updates for client meetings and follow up on action items as necessary
• Respond to client inquiries related to service, operations, and planning
• Maintain accurate client records and account information within CRM system
• Perform other service-related or operational duties to assist the management team as required
• This is a non-prospecting role

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Business Administration, or Economics preferred
• Series 65 license or equivalent required
• Minimum 2 years of experience as a Paraplanner within the financial services industry required
• Familiarity with financial service concepts including investments, retirement accounts, annuities, and insurance
• Experience with Advyzon or other CRM systems preferred
• Proficiency with Microsoft Office Suite and overall comfort using technology

PREFERRED QUALIFICATIONS

• Experience working within a Registered Investment Advisor environment
• Knowledge of financial planning strategies and wealth management concepts
• Experience supporting Advisors with financial plan implementation and client servicing activities

DESIRED SKILLS AND COMPETENCIES

• Professional demeanor
• Flexible, adaptable, and self-motivated
• Attention to detail with strong organizational skills and thorough follow-up
• Ability to prioritize while working quickly and accurately
• Effective and concise communication skills
• Resourceful and proactive work style with a strong sense of ownership
• Pleasant attitude and approachable demeanor

BENEFITS

• Meaningful work that positively impacts clients and families
• Collaborative and growth-oriented culture
• Exposure to experienced advisors and real financial planning strategy
• Professional development and career growth opportunities
• Competitive compensation and benefits package

EQUAL OPPORTUNITY EMPLOYER
Our Client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetics, status as a protected veteran, or any other protected status established by federal, state, or local laws.
 ]]> Wed, 27 May 2026 00:00:00 CDT 0 Our Client is a leading international energy services company supporting the oil and gas industry across multiple global markets. Located in the Galleria area of Houston, Texas, the organization operates in a fast-paced and highly collaborative environment with significant international business activity and executive-level exposure.

ABOUT THE ROLE
Our Client is seeking an experienced Corporate Paralegal to support the CFO and Director of Finance with corporate governance, legal administration, compliance coordination, and corporate recordkeeping functions. This individual will play a critical role in maintaining and improving corporate governance processes, supporting executive leadership, and assisting with legal and compliance matters related to international business operations.
The ideal candidate will be a highly organized and proactive professional with strong corporate secretarial experience who can operate independently with minimal day-to-day supervision.

RESPONSIBILITIES

• Assist with preparation, organization, and filing support for SEC-related documents and corporate filings
• Prepare, maintain, and organize management meeting minutes, board documentation, and corporate governance records
• Coordinate proxy-related materials and corporate communications
• Maintain and improve corporate recordkeeping processes and documentation standards
• Support compliance initiatives and maintain legal and regulatory documentation
• Maintain entity records and support corporate governance activities across multiple jurisdictions
• Coordinate with outside counsel, executive leadership, and cross-functional departments as needed
• Track deadlines, filings, renewals, and compliance requirements
• Organize and maintain highly confidential legal and corporate records
• Provide executive-level legal and administrative support to the CFO and Director of Finance

QUALIFICATIONS

• Paralegal certificate required
• Minimum of 10 years of corporate paralegal or legal assistant experience
• Strong experience with corporate governance, board minutes, and corporate secretarial responsibilities
• Experience supporting SEC filings, proxy-related matters, and compliance functions
• Experience supporting international business transactions preferred (especially Middle East and North Africa)
• Ability to work independently and improve processes with minimal supervision
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Ability to handle confidential information with professionalism and discretion
• Proficiency with Microsoft Office and legal document management systems
• Comfort using or learning new corporate governance and compliance tools such Nasdaq Boardvantage and Optro AuditBoard
• Arabic language proficiency is not required; however, the ability to read and speak Arabic would differentiate otherwise qualified candidates

SALARY RANGE
$85,000 to $92,000 annually, depending on experience
 ]]> Fri, 22 May 2026 00:00:00 CDT 0
Our Client is a power generation provider focused on creating superior power reliability for oilfield operators through innovative processes and technologies. With a team of experienced power industry professionals and entrepreneurs, Our Client is committed to continuous innovation, optimization, and operational efficiency.

ABOUT THE ROLE

The Accounts Payable Specialist is responsible for processing invoices, maintaining accurate financial records, and supporting day-to-day accounts payable operations. This role requires strong organizational skills, attention to detail, and the ability to work efficiently in a fast-paced environment.
The ideal candidate will have experience managing vendor invoices, resolving discrepancies, and collaborating across departments to ensure accurate and timely payment processing.


RESPONSIBILITIES

• Process and verify vendor invoices for accuracy and proper approval
• Match purchase orders, receipts, and invoices
• Reconcile vendor statements and resolve discrepancies in a timely manner
• Maintain accurate vendor records and accounts payable filing systems
• Respond to vendor inquiries regarding payments and account status
• Assist with month-end closing activities and account reconciliations
• Track and manage recurring invoices and payments
• Collaborate with shop personnel to resolve purchase order matching and billing issues
• Ensure compliance with company policies and accounting procedures
• Support annual audits by providing requested documentation and reports
• Perform additional projects and responsibilities as assigned

QUALIFICATIONS

• Experience working in accounts payable or general accounting functions
• Strong attention to detail and organizational skills
• Ability to work effectively in a fast-paced environment
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Experience with invoice processing and account reconciliations
• Ability to manage multiple priorities and deadlines

 ]]> Wed, 20 May 2026 00:00:00 CDT 0 ABOUT OUR CLIENT

Our Client is a national provider of infrastructure solutions supporting contractors across energy, utility, civil, and industrial markets. With a strong national footprint and a commitment to operational excellence, Our Client delivers the products, equipment, and expertise that keep critical infrastructure projects moving forward.


ABOUT THE ROLE

The Accounts Receivable & Credit Manager is a strategic finance leadership role responsible for enterprise-wide credit risk management, collections strategy, receivables performance, and cash application oversight across multiple operating entities. This position focuses on optimizing working capital, strengthening credit governance, improving collection performance, and building scalable AR processes that support continued company growth.


RESPONSIBILITIES

• 
  Evaluate and approve credit limits for new and existing customers
  
• 
  Conduct ongoing credit reviews based on revenue trends, payment history, margins, financial statements, and Days to Pay (DTP)
  
• 
  Develop and enforce enterprise-wide credit policies
  
• 
  Manage credit exposure and mitigate bad debt risk
  
• 
  Oversee national account setup and compliance standards
  
• 
  Oversee invoicing accuracy, billing processes, and receivable processing
  
• 
  Drive timely collection of outstanding receivables
  
• 
  Monitor and reduce Days Sales Outstanding (DSO) and aging balances
  
• 
  Implement structured escalation processes for past-due accounts
  
• 
  Negotiate payment plans when appropriate
  
• 
  Partner with Sales leadership on high-risk accounts
  
• 
  Coordinate resolution of uncollectible accounts
  
• 
  Ensure all cash is posted timely and accurately
  
• 
  Resolve unidentified or unapplied cash within 48 hours
  
• 
  Track unapplied cash trends and implement corrective processes
  
• 
  Oversee End-of-Month consolidated invoicing
  
• 
  Ensure all active accounts contain current and meaningful system documentation
  
• 
  Reconcile intercompany accounts weekly
  
• 
  Prepare monthly AR performance reporting for senior leadership
  
• 
  Develop KPI dashboards including DSO, Aging Percentage, Unapplied Cash Percentage, and Collection Effectiveness Index
  
• 
  Provide analytical insight into receivables trends and credit risk exposure
  
• 
  Support working capital forecasting initiatives
  
• 
  Identify and implement system enhancements to improve payment behavior
  
• 
  Build scalable workflows within ERP systems
  
• 
  Strengthen internal controls over billing and receivables
  
• 
  Drive automation initiatives where appropriate
  
• 
  Lead and develop Accounts Receivable team members
  
• 
  Set clear performance expectations and measurable KPIs
  
• 
  Conduct regular performance and KPI review meetings
  
• 
  Participate in departmental planning and strategic initiatives
  
• 
  Foster a culture of accountability, transparency, and execution
  

QUALIFICATIONS

• 
  Bachelor’s degree in Finance, Accounting, or related field
  
• 
  Five or more years of progressive experience in Accounts Receivable, credit, or collections leadership
  
• 
  Strong supervisory or team leadership experience
  
• 
  Advanced Microsoft Excel skills including Pivot Tables, VLOOKUP or XLOOKUP, data analysis, and reconciliation
  
• 
  Deep understanding of billing, collections, cash application, and credit procedures
  
• 
  Experience working within ERP or accounting systems
  
• 
  Strong written and verbal communication skills
  
• 
  Demonstrated success improving collection performance and managing performance metrics
  

]]> Wed, 20 May 2026 00:00:00 CDT 0  

Key Responsibilities

• Oversee and support all areas of financial operations, including the full-cycle accounting and month-end close processes, financial reporting, treasury, and compliance.
• Lead, mentor, and develop the accounting and finance team
• Help ensure an effective control environment and compliance with GAAP, tax regulations, and other reporting requirements
• Lead month-end and year-end close processes, ensuring timely and accurate reporting
• Monitor cash flow and liquidity to support operational needs
• Develop financial forecasts, analyze performance, identify variance drivers, and provide actionable insights
• Proactively identify opportunities to improve financial systems, policies, and procedures
• Partner with leadership to support risk management, business performance reporting, strategic planning, and decision making
• Coordinate external audits and act as the primary point of contact for auditors

 

Qualifications 

• Active Certified Public Accountant license
• 3 to 10 years of progressive experience
• High integrity, enthusiastic, and passionate, able to build positive relationships and lead a team
• Strong organization, time management, and communication skills
• Comfortable with applying technology solutions to improve financial and business operations
• BSc or BA in Accounting or Finance is required
• MS in Accounting or Finance is preferred
• Non-profit experience is a plus
• International non-profit or business experience is a plus
• Tax compliance experience is a plus

 

 ]]> Fri, 15 May 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is a leading consulting firm engaged in ongoing technology consulting projects. They are seeking an experienced Business Analyst for a long-term contract with a hybrid work schedule in Irving, Texas, with a strong possibility of conversion to full time.
ABOUT THE ROLE
This role requires a highly motivated and experienced Business Analyst who can work independently and take ownership of initiatives from concept to delivery. The ideal candidate brings strong experience with AWS, excellent communication skills, and a proven ability to write clear, detailed user stories that drive development and deliver business value.
RESPONSIBILITIES

 

• Serve as a bridge between business stakeholders and technical teams to ensure shared understanding of goals, scope, and outcomes
• Facilitate discovery sessions, workshops, and stakeholder interviews to gather detailed business and functional requirements
• Write clear, complete, and testable user stories and acceptance criteria to support

Agile development and QA efforts

• Participate in Agile ceremonies including sprint planning, backlog grooming, standups, and retrospectives
• Analyze business problems and propose solutions aligned with digital and user experience strategies
• Create and maintain wireframes, process flows, and supporting documentation
• Track and manage requirements throughout the development lifecycle
• Collaborate with UX and UI designers to ensure cohesive digital experiences
• Lead or support User Acceptance Testing including test case development and defect tracking
• Communicate project updates, risks, and dependencies to stakeholders and leadership

QUALIFICATIONS

 

• 5–8 years of experience as a Business Analyst
• Proven experience working with AWS and a handson technical background
• Proven experience writing highquality user stories and acceptance criteria
• Strong organizational skills and ability to manage multiple priorities
• Comfortable working independently and driving tasks forward without constant supervision
• Consulting background a plus
• Experience in Agile environments including Scrum or Kanban
• Strong written and verbal communication skills with the ability to clearly document complex business needs
• Strong reputation for creativity, flexibility, versatility, and problem solving
• Ability and desire to learn and solve problems quickly in a fastpaced environment
• Bachelor’s degree in business, information systems, or a related field
• Certifications such as CBAP, PMIPBA, CSPO, or SAFe are a plus

PREFERRED QUALIFICATIONS
-  Comes from a technical background

 ]]> Mon, 04 May 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our client is an oilfield services company in the energy corridor. 

ABOUT THE ROLE
Our Client is seeking a Senior Accountant to take ownership of complex accounting areas across multiple functions. This is a high-impact role requiring strong judgment, analytical thinking, and the ability to operate beyond routine processing in a dynamic, multi-entity environment.

RESPONSIBILITIES
Manage the full lifecycle of fixed asset accounting including capitalization, depreciation, disposals, and reconciliations
Handle intercompany transactions, reconciliations, and eliminations across multiple entities
Oversee and support accounts payable and accounts receivable accounting activities
Analyze and account for freight and logistics expenses ensuring accurate classification and cost allocation
Maintain compliance with lease accounting standards under ASC 842 including lease schedules and journal entries
Evaluate and apply revenue recognition principles under ASC 606 to complex transactions
Prepare and review monthly journal entries, account reconciliations, and financial reports
Assist with month-end and year-end close processes
Support audit requests and ensure documentation is accurate, organized, and defensible
Identify and implement process improvements to enhance efficiency and accuracy

QUALIFICATIONS
Bachelor’s degree in Accounting
Minimum of 5 years of relevant accounting experience
Strong understanding of GAAP with emphasis on fixed assets, lease accounting, and revenue recognition
Advanced Excel skills including pivot tables, lookups, and data analysis

PREFERRED QUALIFICATIONS
Experience working in a multi-entity or intercompany environment

SKILLS AND ATTRIBUTES
Detail-oriented while maintaining a strong understanding of the broader financial picture
Ability to manage multiple priorities effectively in a fast-paced environment
Strong analytical and problem-solving capabilities
Comfortable operating in a role with broad and evolving responsibilities
Willingness to question inconsistencies and drive accuracy rather than accept assumptions

SCHEDULE AND LOCATION
9/80 work schedule
West Houston Energy Corridor location
]]> Mon, 20 Apr 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is a rapidly growing and highly successful equities hedge fund with a presence in both New York and Houston. Known for its high-performing, entrepreneurial culture, the firm offers a collaborative environment where team members gain broad exposure across the business.

ABOUT THE ROLE
This Operations Analyst role is based in Houston and offers direct exposure to all facets of the business, including finance, accounting, operations, compliance, IT, and marketing. Reporting to the COO/CFO in New York, this position plays a critical role in supporting daily operations while contributing to financial reporting for board and investor audiences. This is a high-impact opportunity for someone eager to grow within a dynamic and fast-paced hedge fund environment.

RESPONSIBILITIES

• Trade booking and settlement
• Daily portfolio and cash reconciliations
• Counterparty onboarding and relationship maintenance
• Collateral and securities lending management
• Risk and regulatory reporting
• Preparation and review of daily reporting for the investment team
• Month-end pricing compilation and review
• Monthly net asset value (NAV) package reconciliation and review from the external administrator
• Calculation and reconciliation of investor- and fund-level returns
• Assist with the preparation of fund financial statements and tax returns
• Support day-to-day operational activities across the firm
• Assist with process automation and workflow optimization
• Support quarterly and annual RFIs
• Assist with daily and monthly P&L reporting
• Support compliance-related activities

QUALIFICATIONS

• Bachelor’s degree in accounting, finance, business, or a related field
• One to three years of experience in public accounting, hedge funds, or fund administration
• Strong proficiency in Microsoft Excel and PowerPoint
• Strong analytical, organizational, and attention-to-detail skills
• Strong written and verbal communication skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Strong problem-solving skills with the ability to meet deadlines
• Entrepreneurial mindset with a proactive approach to work
• Strong work ethic and intellectual curiosity

PREFERRED QUALIFICATIONS

• Experience in Big 4 Assurance
• Exposure to hedge fund operations or fund administration environments
• Experience with process automation or workflow optimization

]]> Wed, 15 Apr 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is a publicly traded organization recognized for its exceptional track record of success and strong stock performance. The company offers a dynamic and growth-oriented environment where high-performing professionals can make a meaningful impact.

ABOUT THE ROLE
This Senior Accountant position is a key member of the corporate accounting and reporting team, offering strong potential for professional growth and advancement. The role provides exposure to financial reporting, technical accounting, and financial planning and analysis within a fast-paced, deadline-driven environment.

RESPONSIBILITIES

• GL accounting, reconciliation, review, and analysis
• SEC reporting including 10-K and 10-Q filings
• Management and internal reporting
• Supervision and continued development of staff
• Assist in monthly and quarterly close processes and recommend improvements
• Special projects and ad hoc reporting as directed by executive management
• Support investor and analyst presentations
• Enhance accounting technology functionality
• Research accounting guidance and assist with implementation of policies

QUALIFICATIONS

• Bachelor’s degree in Accounting required
• 2 or more years of accounting experience required
• Strong knowledge of GAAP and financial reporting
• Experience with internal controls
• Strong organizational skills
• Strong Excel skills including pivot tables
• Ability to work effectively under tight deadlines
• Strong work ethic and attention to detail
• Demonstrated leadership potential

PREFERRED QUALIFICATIONS

• Master’s degree in Accounting or MBA
• Public accounting experience
• Industry or related industry experience
• CPA or CPA eligibility with active pursuit

]]> Sun, 12 Apr 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is a leading private equity firm based in Houston with a strong investment platform and a commitment to operational excellence. This is an opportunity to join a high-performing environment where finance, accounting, and investment teams work closely together to support portfolio company performance.

ABOUT THE ROLE
Our Client is seeking an FP&A Analyst to join its team in Central Houston. This full-time role will support planning, budgeting, reporting, and analysis across portfolio companies and the broader enterprise while contributing to ongoing improvements in tools, technology, and reporting templates.

SUMMARY
This position will be engaged as a member of the accounting, finance, and investment teams. The role will primarily assist with the planning and analysis of the firm's investments in portfolio companies. This opportunity offers the chance to further develop accounting, reporting, and planning and analysis skills while participating in the ongoing transformation of tools, technology, and templates to help the organization operate as best in class.

RESPONSIBILITIES

• Maintain financials for portfolio companies, deal teams, and the overall firm or enterprise for planning and budgeting purposes
• Create and assist in management reporting and analysis
• Assist in special projects and ad hoc reporting as directed by executive management
• Create investor and analyst presentations
• Communicate with portfolio companies on a monthly basis regarding financial results and operational objectives
• Develop OneStream knowledge to assist portfolio companies in their monthly reporting, including additional KPI data
• Create reporting packages alongside portfolio companies for current and historical financial records

QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance required
• Master’s in Accounting or MBA is a plus
• CPA designation preferred or progress toward designation preferred
• 1–2 years of experience in public accounting or a related finance function
• Background in Big 4 Assurance and/or Transactions Advisory preferred
• Current FP&A experience within a significant corporation also of interest
• Strong accounting and GAAP background
• Strong attention to detail
• Strong work ethic
• Excellent organizational skills
• Self-starter with a positive attitude
• Ability to work efficiently and effectively in a deadline-sensitive environment
• Leadership potential required
• Strong communication skills
• Strong Microsoft Excel skills

PREFERRED QUALIFICATIONS

• Master’s in Accounting
• MBA
• CPA designation
• Progress toward CPA designation
• Experience in Big 4 Assurance
• Experience in Transactions Advisory
• Experience in FP&A within a significant corporation

]]> Sun, 12 Apr 2026 00:00:00 CDT 0 Summary:
Established Houston CPA firm in NW Houston has an immediate need for a Tax Accountant.  This lovely firm is well established, regional and has an excellent and supportive client base.    The firm has a hybrid work schedule and a lovely office in NW Houston.  This firm WILL consider training someone who has done accounting or audit work and wants to learn tax. 
Description:
This NW CPA firm has experienced tremendous growth, and in innovative ways, is changing the way tax is viewed with their clients.  This firm has outstanding, A+ clients, who welcome the advice and help provided.  They are pro-active, paperless, and offer extremely low overtime.  In fact, work-a-holics would not fit in this environment!  They offer competitive benefits and room to grow into a partner role.  The position they seek to fill is open due to growth and an expanding client base!  The managers in this firm are very pro-active and believe in extensive training and development for the team.  In fact, they are open to a candidate who seriously wants to learn tax but hasn’t had the chance to develop that skill just yet in their current firm.  The firm is concerned with total development, not just churning out returns.
Responsibilities:

•         Prepare income tax returns (corporate, partnership, individual, etc.)
• Work extensively with clients - even at a staff level

•         Perform tax planning/research
•         Respond to IRS and state tax notices

Qualifications:

•         Bachelors degree in Accounting is required
•      1+ to 10 years public accounting experience with another mid sized or boutique  CPA firm is required
•         CPA (or candidate) preferred
•         Good oral and written communication skills
•         Self-motivated
•         Organized
•         Detail oriented

 ]]> Thu, 09 Apr 2026 00:00:00 CDT 0
ABOUT THE ROLE
Our Client is seeking a Business/Product Analyst who can serve as the critical link between customer needs and software development. This role focuses on deeply understanding user workflows within HR, payroll, and benefits systems, identifying opportunities for product enhancement, and translating insights into clear, actionable requirements that align with product strategy.
You will contribute not only to requirement definition but also to product discovery, feature prioritization, and continuous improvement of core platform capabilities.
.
RESPONSIBILITIES

• • Translate business needs into clear, well-structured requirements that guide development
  • Define feature functionality from both user experience and product capability perspective
  • Evaluate and balance customer requests with system capabilities and long-term product strategy
  • Partner with customers and internal stakeholders to understand business processes, challenges, and objectives
  • Analyze user interactions to identify inefficiencies, friction points, and opportunities for improvement
  • Ask insightful, probing questions to uncover root causes and edge cases beyond initial requests
  • Develop functional designs that connect product vision with scalable technical solutions
  • Document workflows, edge cases, and expected system behaviors with clarity and precision
  • Create wireframes, mockups, and process diagrams to support solution design
  • Collaborate closely with development teams to ensure requirements are complete, accurate, and actionable
  • Break down complex features into manageable user stories or work items
  • Provide ongoing clarification and support to developers throughout the development lifecycle
  • Validate that delivered solutions meet intended functionality and deliver a strong user experience
  • Work with QA to establish clear acceptance criteria and comprehensive test scenarios
  • Gather user and stakeholder feedback to continuously refine and improve solutions

QUALIFICATIONS

• • Strong analytical and problem-solving skills
  • Ability to understand complex systems and workflows
  • Experience working directly with customers or end users
  • Excellent communication skills with the ability to translate between business and technical teams
  • Ability to clearly define solutions without requiring deep technical expertise
  • Strong ability to articulate detailed specifications

PREFERRED QUALIFICATIONS

• • Experience in payroll, HR, or benefits systems
  • Experience working within a software development environment
  • Familiarity with Agile or similar development methodologies
  • Experience ontributing to product discovery, roadmap planning, or feature prioritization
  • Experience developing process flows, business rules, and functional designs
  • Experience producing wireframes or mockups

WHAT SUCCESS LOOKS LIKE

• • Engineering teams receive high-quality, actionable requirements with minimal ambiguity
  • Customers feel their needs are well understood and accurately translated into solutions
  • Features are well defined and thought out prior to development
  • Reduced back-and-forth and rework during the development lifecycle
  • The product evolves in a way that balances customer needs, compliance requirements, and long-term scalability

]]> Tue, 31 Mar 2026 00:00:00 CDT 0 SUMMARY:   A Houston Consulting firm is seeking an experienced Dell Boomi Senior Integration developer to join their team for a 6 month project in Downtown Houston. 

About the Role: As a Dell Boomi Senior Integration Developer, you will be responsible for leading or working with lead developers in  the design, development, and implementation of integration solutions using the Dell Boomi platform. The ideal candidate will have deep hands-on experience designing and building Boomi integration processes and listeners to facilitate reliable data exchange between the main application and its boundary systems. This individual must be well versed in Boomi best practices, internal development standards, deployment management, and environment extensions, and will be expected to produce thorough technical design documentation for all interfaces in scope.

Key Responsibilities:

• Design, develop, and maintain Boomi integration processes and listeners to support data exchange between the main volumetric accounting application and its boundary systems.
• Implement integrations using a variety of Boomi connector types including HTTP/REST, SFTP, Disk, Database, and SOAP/Web Services.
• Adhere to and help enforce internal Boomi development standards and industry best practices for process design, error handling, logging, and document management.
• Create and maintain comprehensive technical design documents for all integration interfaces in scope.
• Perform thorough unit testing and end-to-end integration testing of all Boomi processes prior to deployment.
• Debug and troubleshoot integration issues across environments using Boomi process reporting, logs, and monitoring tools.
• Manage Boomi process deployments and configure environment extensions across development, test, and production environments.
• Collaborate with application developers, business analysts, and boundary system owners to gather and validate integration requirements.
• Participate in design and architecture reviews, providing input on integration patterns, data mapping, and error-handling strategies.
• Share experience and advise on Boomi best practices with project team members.
• Transition integration assets, process documentation, and operational runbooks to the Targa Systems Support team for long-term sustainment.

Qualifications:

• Bachelor's degree in Computer Science, Engineering, Information Systems, or related field.
• 5+ years of hands-on experience with Dell Boomi AtomSphere integration platform.
• Proficiency with Boomi connector types including HTTP/REST, SFTP, Disk, Database, and SOAP/Web Services.
• Strong command of Boomi process design best practices including error handling, try/catch patterns, process logging, document caching, and branching/decision logic.
• Demonstrated experience with Boomi deployment management and environment extension configuration across multiple environments (Dev, Test, Prod).
• Proven ability to create and maintain technical design documents for integration interfaces.
• Strong debugging and testing skills using Boomi process reporting, audit logs, and test execution tools.
• Experience integrating with relational databases, specifically Microsoft SQL Server.
• Solid understanding of common data formats including XML, JSON, CSV.
• Excellent analytical, problem-solving, and communication skills.

Preferred Qualifications:

• Boomi Professional Developer or Boomi Associate Developer certification.
•  Experience with Boomi API Management, Boomi Master Data Hub, or Boomi Flow.
• Familiarity with Midstream industry, NGL/Gas pipeline operations, or volumetric accounting and measurement systems.
• Experience on projects using Agile methodology.

OTHER Details:

•  40 hours per week with availability between 7:30am and 4:30pm CST.
• Required on-site in Houston, TX on Mondays through Thursdays; remote work permitted on Fridays. Resources must be local to Houston, TX.

]]> Mon, 09 Mar 2026 00:00:00 CDT 0 ABOUT OUR CLIENT
Our Client is a boutique private equity firm based in central Houston, providing debt and equity capital to energy and industrial companies. Operating under an independent sponsor model, the firm is highly entrepreneurial, exceptionally well connected, and led by partners with outstanding track records. This is a unique opportunity to join a growing platform with meaningful exposure and long-term upside.

ABOUT THE ROLE
Our Client is seeking an ambitious Investment Analyst to join its team and directly support investment and business development activities. This is a career-track opportunity offering hands-on experience across the full investment lifecycle, with direct access to senior partners and significant responsibility from day one. An MBA is not required for advancement.

RESPONSIBILITIES

• Initial review of investment opportunities and development of investment thesis and transaction structure
• Financial modeling and valuation comparable analysis
• Execution of comprehensive due diligence processes
• Participation in negotiations of acquisition documentation
• Preparation of Investment Committee materials and presentations
• Portfolio management support including attendance at portfolio company Board meetings
• Active participation in new business development and transaction sourcing initiatives

QUALIFICATIONS

• 1 to 3 years of experience in private equity or investment banking
• Extensive knowledge of financial and operating models
• Strong organizational skills with the ability to prioritize effectively
• Self-motivated with a desire to take on substantial responsibility
• Strong written and verbal communication skills with both internal and external stakeholders
• Ability to thrive in a highly visible role and manage stress and pressure effectively

PREFERRED QUALIFICATIONS

• Energy industry experience

]]> Tue, 03 Mar 2026 00:00:00 CST 0 ABOUT OUR CLIENT
Our Client is a boutique private equity firm based in central Houston, providing debt and equity capital to energy and industrial companies. Operating under an independent sponsor model, the firm is entrepreneurial, exceptionally well connected, and led by partners with outstanding track records. This is a rare opportunity to join a growing platform where performance and initiative are highly visible and rewarded.

ABOUT THE ROLE
Our Client is seeking an ambitious Senior Associate to join the investment team and support the firm’s investment and business development activities. In this career-track role, you will work directly with the firm’s partners to originate, execute, and manage new investments while gaining meaningful exposure across the full transaction lifecycle. An MBA is not required for advancement.

RESPONSIBILITIES

• Initial review of investment opportunities and development of investment thesis and transaction structure
• Financial modeling and valuation comparable analysis
• Execution of comprehensive due diligence processes
• Participation in negotiations of acquisition documentation
• Preparation of Investment Committee materials and presentations
• Portfolio management support including attendance at portfolio company Board meetings
• Active participation in new business development and transaction sourcing initiatives

QUALIFICATIONS

• 4 to 6 years of experience in private equity or investment banking
• Extensive knowledge of financial and operating models
• Strong organizational skills with the ability to prioritize effectively
• Self motivated with a desire to take on substantial responsibility
• Strong written and verbal communication skills with both internal and external stakeholders
• Ability to thrive in a highly visible role and manage stress and pressure effectively

PREFERRED QUALIFICATIONS

• Energy industry experience

]]> Tue, 03 Mar 2026 00:00:00 CST 0 ABOUT OUR CLIENT
Our Client, a growing investment firm located in the West area, is seeking a Client Operations Professional to join their team. This role is central to ensuring that clients receive high-quality service and support, maintaining strong client relationships, and assisting advisors in delivering an exceptional client experience.
 

ABOUT THE ROLE
The Client Operations Professional will provide comprehensive service and operational support to advisors and their partners. This position is responsible for managing client onboarding, facilitating financial plan implementation, and ensuring timely and accurate account servicing. The role requires strong organizational skills, attention to detail, and the ability to effectively interact with clients and internal teams.
 

RESPONSIBILITIES

• Provide ongoing service and operational support to branch office advisors and their partners
• Facilitate development and administration of client financial plans
• Gather, organize, and process client-submitted financial documents and statements
• Oversee client onboarding, including preparation and processing of account opening paperwork and account transitions
• Track outstanding items and ensure timely follow-up
• Serve as the primary coordinator for client services such as insurance, estate, and tax
• Maintain and update client data in CRM and reporting systems
• Process client requests for transactions, distributions, and account maintenance
• Prepare account updates and documentation for client meetings
• Respond to client inquiries on both operational and planning-related topics
• Perform additional service-related or operational duties as assigned

QUALIFICATIONS

• Minimum of 4 years of experience in a similar client operations role
• Strong understanding of financial services concepts, including investments, retirement accounts, annuities, and insurance
• Proficiency in Microsoft Office Suite with strong technology skills
• Experience with Salesforce or other CRM systems preferred
• Excellent organizational skills with high attention to detail and accuracy
• Strong ability to prioritize tasks while working in a fast-paced environment
• Effective verbal and written communication skills
• Proactive and resourceful work style with a strong sense of ownership
• Professional, approachable demeanor with strong interpersonal skills

]]> Tue, 13 Jan 2026 00:00:00 CST 0 ABOUT OUR CLIENT
Our Client is a well-established industrial manufacturer headquartered in the Houston area with multiple operations across Texas. They are known for delivering high-quality engineered products used in construction and infrastructure projects and are recognized for reliability, operational excellence, and strong customer partnerships. Their culture is highly collaborative, team-driven, and focused on problem-solving, responsiveness, and long-term employee development.

ABOUT THE ROLE
Our Client is seeking a detail-oriented Accounts Receivable Clerk (TEMP) to support their Finance and Operations teams. This role plays a critical part in accurate billing, cash-flow performance, and timely collections. The ideal candidate is proactive, organized, and experienced in AR or billing within a fast-paced, production-driven manufacturing environment.
 

RESPONSIBILITIES

• Maintain accurate and up-to-date customer account records, payment terms, and contact details.
• Monitor AR aging and proactively follow up on overdue accounts to maintain a target of?45 days.
• Serve as a primary point of contact for customer inquiries regarding invoices, statements, and payment discrepancies.
• Build strong working relationships with customers to support timely collections and issue resolution.
• Assist with new customer onboarding to ensure correct account setup and documentation.
• Prepare and submit customer invoices accurately and on time in alignment with contract terms.
• Validate pricing, quantities, delivery tickets, transportation charges, and related documentation prior to invoicing.
• Ensure customers receive invoices promptly and follow up as needed.
• Track and apply payments including checks, ACH, and wires to correct invoices and accounts.
• Generate AR reports including aging, collections status, and cash receipts while supporting month-end close activities.
• Coordinate with Sales, Operations, Logistics, and other internal teams to resolve billing discrepancies.
• Provide lien release documentation when required.
• Apply critical thinking and problem-solving to research and resolve AR issues efficiently.
• Demonstrate ownership, accuracy, responsiveness, and strong customer service in daily tasks.
   

QUALIFICATIONS

• 2–5 years of experience in Accounts Receivable, Billing, or Collections.
• Manufacturing or construction industry experience preferred but not required.
• Ability to validate technical documentation including delivery records and transportation tickets.
• Strong follow-up habits and comfort contacting customers directly for payment resolution.
• Experience with lien releases is a plus.
• Proficiency with ERP or accounting software systems.
• Excellent written and verbal communication skills.
• Strong analytical and critical-thinking abilities.

]]> Thu, 20 Nov 2025 00:00:00 CST 0 ABOUT THE ROLE
Growing, publicly traded investment company seeks Big 4 audit or transactions advisory experienced staff or senior to join their corporate team as a rotational valuations analyst.  The majority of time spent will be focused on assisting a team in valuing the firm's investments on a quarterly basis. Will engage in valuations, SEC reporting, corporate accounting, financial planning and analysis, and various other projects for approximately 24 months to establish relationships and learn the company.  After this time, the rotational valuations analyst will join a commercial deal team. Great way to gain M&A and corporate finance experience.

QUALIFICATIONS

• Requires Big 4 Audit or Transactions Advisory experience.
• Requires 12 to 36 months of experience.
• Must have great grades from a great school.
• CPA strongly preferred.
• Must be ranked at the top of your peer group in the Big 4.

]]> Mon, 22 Sep 2025 00:00:00 CDT 0 Our Client is an innovative CPA firm that is transforming the way accounting and tax services are delivered. By leveraging technology to streamline traditional processes, they’ve built a modern practice that emphasizes efficiency, accuracy, and client satisfaction. With a fun, collaborative culture and genuine commitment to work-life balance, they offer their professionals the opportunity to grow, learn, and thrive in a supportive environment.

ABOUT THE ROLE
Due to growth, Our Client is seeking an experienced Accounting & Tax Supervisor to lead and mentor their talented team of professionals. This role blends technical expertise with leadership, providing the opportunity to both strengthen your accounting and tax knowledge while guiding others to achieve their highest potential. If you’re a compassionate leader who enjoys helping others succeed while driving results, this is an excellent opportunity to grow your career in a forward-thinking firm.

RESPONSIBILITIES

• Supervise and review accounting and tax deliverables to ensure accuracy and timeliness.
• Lead, mentor, and develop junior team members, fostering both technical and professional growth.
• Support the team in streamlining processes and leveraging technology-driven solutions.
• Collaborate with clients to deliver high-quality service and build lasting relationships.
• Contribute to the firm’s culture of innovation, fun, and professional excellence.

QUALIFICATIONS

• Bachelor’s degree in Accounting (required); Master’s degree preferred.
• CPA license preferred (candidates eligible to sit will be considered).
• 5+ years of experience in a CPA or accounting firm.
• Proven managerial or supervisory experience.
• Strong leadership skills with the ability to guide and inspire less experienced team members.

]]> Fri, 03 Jan 2025 00:00:00 CST 0 SUMMARY:
Houston construction company seeks experienced Controller for small accounting department.  Must have construction experience and a hands on attitude!

Details:
Our Client is a privately owned construction company based in Houston, TX, with more than 30 years of success. Located in West Houston, the company specializes in project development across retail, industrial, commercial, and restaurant/hospitality sectors. The company had a long time Controller who retired, and they have been outsourcing this role since.  They are now seeking a new Controller to join the organization and to grow with the new generation of leadership.

Specifics about the position:
The Controller will serve as a key financial leader and strategic partner within the organization, overseeing all aspects of general ledger accounting, financial reporting, and cash flow management. This role requires a hands-on professional with strong analytical skills, a proactive problem-solving mindset, and the ability to thrive in a fast-paced, in-person environment. The Controller will play a critical role in maintaining financial discipline, ensuring compliance, and contributing to the company’s long-term growth.

RESPONSIBILITIES:

• Prepare and review monthly financial statements and compliance reporting for internal and external stakeholders.
• Lead company cash flow planning and projections.
• Ensure adherence to a strong framework of financial controls, policies, and procedures.
• Perform and review monthly, quarterly, and year-end close activities.
• Prepare monthly WIP schedule.
• Track and manage fixed assets and depreciation schedules.
• Serve as the primary lead during the annual financial statement audit, including preparation of PBCs and coordination with external auditors.
• Manage overall budgeting and forecasting processes, collaborating with department leaders to align results with expectations.
• Work closely with owners, executives, and operations teams to support financial decision-making.
• Manage and participate in special projects and other assignments as needed.

QUALIFICATIONS:

• Bachelor’s degree in Accounting or Finance (required).
• 5–15+ years of accounting experience; public accounting experience strongly desirable.
• Strong organizational, interpersonal, analytical, and leadership skills.
• Proficiency in Microsoft Office, including Excel and Word.
• Prior experience in the construction industry, including percentage-of-completion (POC) accounting, required.

]]> Wed, 18 Dec 2024 00:00:00 CST 0 Our Client is a boutique, well-respected CPA firm located in central Houston. With a diverse mid-market client base spanning multiple industries, the firm provides audit, tax, advisory, and M&A services. Known for their strong reputation and employee-focused culture, they emphasize professional training, development, and work-life balance.

ABOUT THE ROLE
Due to growth, Our Client is seeking a Staff Auditor to join their expanding audit practice. This role offers a unique blend of flexibility and professional development, with a hybrid schedule, manageable deadlines, and access to excellent training resources. The firm’s client base is primarily privately held companies, ensuring a more balanced reporting cycle compared to larger firms.
This is an excellent opportunity for an early-career audit professional who wants exposure to diverse industries while working in a supportive, collaborative environment.

RESPONSIBILITIES

• Assist in the execution of audit engagements for mid-market clients across a variety of industries.
• Prepare and review financial statements in compliance with applicable standards.
• Perform testing of internal controls, processes, and systems.
• Work directly with client management to gather information and provide audit insights.
• Collaborate with team members and contribute to audit efficiency and quality.
• Take part in ongoing training and development opportunities to advance professional skills.

QUALIFICATIONS

• Bachelor’s degree in Accounting (required).
• Minimum of 1 year of external audit experience.
• CPA eligibility desired.
• Ability to work independently as well as collaboratively in a hybrid environment.
• Strong communication and problem-solving skills.

]]> Tue, 10 Oct 2023 00:00:00 CDT 0 Our Client is a local CPA firm with a strong reputation for its fantastic culture, commitment to work-life balance, and dedication to professional growth. As the firm continues to expand, they are seeking a talented Tax Manager to join their collaborative team and contribute to delivering exceptional client service. ABOUT THE ROLE
The Tax Manager will lead multiple client engagements, manage and mentor team members, and oversee the preparation and review of complex tax returns. This role is ideal for a motivated professional with extensive tax expertise and proven leadership skills who is looking for an opportunity to grow within a supportive and people-focused environment. RESPONSIBILITIES

• Take initiative in managing multiple client engagements simultaneously.
• Build and maintain strong client relationships through clear and effective communication.
• Supervise and review complex individual, corporate, partnership, trust, and other tax returns.
• Mentor, train, and assist junior professionals in their technical and professional development.
• Conduct tax research, consulting, and planning projects, identifying and offering solutions to resolve client tax issues.

QUALIFICATIONS

• CPA designation required.
• Minimum of 2 years of recent tax experience in public accounting.
• Strong technical knowledge across individual, corporate, partnership, and trust taxation.
• Excellent written and verbal communication skills with the ability to interact effectively at all levels.
• Proven ability to manage people, projects, and priorities effectively.
• Strong relationship management and practice development skills.
• Professional, responsible, and collaborative approach to client service.

]]> Wed, 06 Jul 2022 00:00:00 CDT 0 Our Client is a well-established, long-standing, and highly respected CPA firm headquartered in Houston. Known for their friendly and collaborative culture, they emphasize professional growth, work-life balance, and building strong client relationships. Their assurance practice is expanding rapidly, creating immediate opportunities for talented auditors to join their team.

ABOUT THE ROLE
Our Client is seeking Experienced Auditors at the Staff, Senior, and Manager levels for both full-time and contract assignments. This team works across a diverse range of industries, including construction, homebuilding, manufacturing, real estate, and professional services. Auditors will split time between the firm’s office (located on the West/Southwest side of Houston) and client sites in a hybrid work schedule.
This is an excellent opportunity to join a team that values technical excellence as much as it values culture — they’re looking for auditors who are not only skilled, but also collaborative, personable, and team-oriented.
RESPONSIBILITIES

• Assist in the execution of audit programs across multiple client engagements.
• Perform auditing for corporate operations, financials, and regulatory compliance.
• Evaluate and recommend improvements to business processes and controls.
• Build and maintain positive working relationships with clients and internal teams.
• Perform assigned audit activities accurately and in a timely manner.
• Conduct interviews with client business units to obtain necessary audit information.
• Communicate audit issues to Managers promptly and effectively.
• Prepare detailed reports of audit findings and recommendations for management.
• Maintain all audit work papers and supporting documentation.

QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance with at least 21 hours of accounting coursework.
• Minimum of 1 year of external audit experience in a CPA firm (up to 8 years of experience considered).
• Candidates with prior public accounting experience who have since transitioned to industry but wish to return to client services will be considered.
• Strong interpersonal skills with a collaborative, team-oriented approach.
• Positive, professional attitude with an appreciation for a fun, supportive work environment.

]]> Fri, 14 Jan 2022 00:00:00 CST 0 ABOUT OUR CLIENT
Our client is a Houston, Texas based principal investment firm that primarily provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies. The company’s investments are typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors. The PE firm seeks to partner with entrepreneurs, business owners and management teams and generally provides "one stop" financing alternatives within its lower middle market portfolio. The firm’s lower middle market companies generally have annual revenues between $10 million and $150 million. The firm’s middle market debt investments are made in businesses that are generally larger in size than its lower middle market portfolio companies.

ABOUT THE ROLE
The Firm actively invests in lower middle market companies ($3.0 - $20.0 million EBITDA) in diverse market segments across the capital structure. As part of the investment team, you would work directly with senior investment professionals to originate, execute, and manage new investments.

RESPONSIBILITIES

• Initial review of opportunities and development of investment thesis and transaction structure
• Financial modeling and valuation comps
• Due diligence
• Participate in negotiations of acquisition documentation
• Preparation of Investment Committee materials
• Portfolio management including attendance at portfolio company Board Meetings
• Active participation in select areas of new business development/transaction sourcing

QUALIFICATIONS

• 4-6 years in private equity or investment banking
• Strong ties to Texas or willingness to relocate to Texas
• Extensive knowledge of financial and operating models
• Strong organizational skills and ability to prioritize
• Self-motivator who is eager to be given substantial responsibility
• Strong communicator, both verbally and in written formats, and with both internal and external audiences

]]> Sun, 09 Jan 2022 00:00:00 CST 0 Our Client is a growing, high-quality CPA firm headquartered in Central Houston. Known for its strong reputation and family-friendly culture, the firm serves a diverse client base of small to mid-sized businesses across multiple industries, as well as high-net-worth individuals. With a highly developed tax practice, Our Client combines technical excellence with a supportive, flexible work environment.

ABOUT THE ROLE
Due to practice growth, Our Client is seeking an experienced Tax Senior to join their team. This role will assist with tax compliance and planning for a wide range of clients, including businesses in healthcare, construction, real estate, manufacturing, broker-dealers, and professional services, as well as high-net-worth individuals. This is an excellent opportunity to build technical expertise while contributing to the development of staff and playing a key role in the continued success of the firm. RESPONSIBILITIES

• Prepare and review tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Provide tax planning strategies and consulting for a diverse client base.
• Manage multiple priorities and client demands in a fast-paced environment.
• Train, mentor, and develop junior staff members.
• Collaborate with partners and managers to deliver exceptional client service.

QUALIFICATIONS

• 4–6 years of recent public accounting experience with a focus on tax.
• CPA strongly preferred; required for advancement to Partner track.
• Proven ability to manage multiple priorities effectively.
• Strong interpersonal and communication skills.
• Demonstrated leadership and staff development abilities.

BENEFITS

• Excellent benefits package.
• Generous vacation allowance.
• Flexible work environment.

]]> Thu, 23 Aug 2018 00:00:00 CDT 0 Our Client is a mid-sized, boutique CPA firm headquartered in Houston, TX. They are known for their down-to-earth environment, family-friendly culture, and strong reputation for ethical practices. With a focus on stability and long-term relationships, they offer success-oriented professionals the opportunity to thrive without the “big firm” rat race. ABOUT THE ROLE
Our Client is seeking an Audit Senior to join their growing team. This role will focus on providing external audit services to a portfolio of Houston-based for-profit corporations, with the opportunity to expand into tax or general accounting projects depending on background and interest. This position offers strong career development, mentorship, and training within a supportive, collaborative environment. RESPONSIBILITIES

• Lead and execute external audit engagements for corporate clients.
• Prepare, review, and analyze financial statements.
• Ensure compliance with professional standards and regulatory requirements.
• Collaborate closely with client stakeholders, providing exceptional service and support.
• Participate in ongoing training and contribute to team development.

QUALIFICATIONS

• Bachelor’s degree in Accounting (required).
• CPA license or active pursuit of certification.
• 3–6+ years of external audit experience.
• Strong communication skills with a collaborative, outgoing approach.

 
]]> Thu, 28 Aug 2014 00:00:00 CDT 0 Our Client is a long-standing local CPA firm with an outstanding reputation in the middle market. Known for its fantastic culture and commitment to work-life balance, the firm serves a diverse client base of privately held and private equity–backed companies. In addition to a strong tax practice, they offer audit, accounting, and consulting services, providing a full spectrum of support to their clients.

ABOUT THE ROLE
The Tax Manager will lead multiple client engagements, oversee compliance and planning across individual, corporate, partnership, and trust taxation, and play an active role in mentoring team members. This role is ideal for a proven professional with strong technical tax expertise and management skills who wants to work in a supportive, team-oriented environment while contributing to the continued growth of the firm’s tax practice.

RESPONSIBILITIES

• Manage multiple client engagements simultaneously, ensuring accuracy and timeliness.
• Maintain strong client relationships through clear, proactive communication.
• Supervise, review, and sign off on complex tax returns for individuals, corporations, trusts, and partnerships.
• Mentor and develop junior professionals, providing both technical and professional guidance.
• Conduct research and planning projects, delivering solutions to client tax issues.
• Support practice development efforts and contribute to the firm’s reputation for excellence.

QUALIFICATIONS

• CPA designation (required).
• Minimum of 5 years of recent tax experience in public accounting.
• Strong technical knowledge of individual, corporate, partnership, and trust taxation.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage people and multiple projects effectively.
• High level of professionalism, accountability, and interpersonal skills.
• Relationship management and practice development experience.

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