Creative Financial Staffing has recently partnered with a nonprofit Accounting Manager headquartered in Houston, TX. Are you ready to join this incredible team?

About the Company and Nonprofit Accounting Manager Opportunity:

• Company has been in business for over 100 years!
• Company is dedicated to improving lives and building a stronger community.
• The role is currently hybrid with 2 to 3 days in the office. The office campus is beautiful!

Perks of the Nonprofit Accounting Manager role?

• Visible role among the organization!
• Amazing leaders of the Houston business community sit on the BOD.
• Work for a mission oriented organization!
• Competitive Compensation Package
• Laid-back and collaborative environment
• Glassdoor reviews say it’s a “Great Place To Work” and “Great Organization with a lot of social impact”
• Amazing tenure on the accounting team

Overview of the Nonprofit Accounting Manager role:

• Supervises general accounting staff. Manage a team of 4.
• Reviews and/or prepares journal entries, accounts payable, accounts receivable, payroll, and financial statements
• Oversight of all functions related to general and property accounting, accounts receivable and payable accounting
• Monthly financial reporting including analytical review and summary of monthly interim financial reposts to management
• Preparation of the annual operating and capital budgets for accounting

Preferred Qualifications for the Nonprofit Accounting Manager:

• Bachelor’s in accounting
• 5+ Years of nonprofit accounting experience
• 3 yeas of management experience
• Ability to handle multiple projects concurrently with minimal supervision.

Our client is ready for their entry to the renewables market to the next level. This is a Fortune 100 company with BIG plans. Renewables will represent 30% of the global energy mix by 2040!

Responsibilities:

• Help define the financing strategy for projects;
• Actively contribute to the early positioning, marketing, and bid submission for greenfield and M&A processes for renewables projects;
• Assist with structure tax equity (including modeling parentship flip and sale-leaseback structures) and debt for financing greenfield projects;
• Advise on equity strategies / and execute partial equity divestments – equity rotations

• Actively contribute to and support growth and ambitions of in the renewables sector;
• Build financial modeling for renewables projects to assess the projects’ economic Propose financial optimizations to increase projects’ profitability;
• Maintain current internal financial models;
• Work with all external advisors / and internal divisions of Company
• Produce internal committee presentation (financial statements, economic, sensitivities) to senior management
• Assist more senior members of the team on all other project finance-related tasks (due diligence, loan and membership interest purchase agreement documentation, );
• Manage due diligence needs of investors
• Regularly share experiences and knowledge with the team to continuously improve the quality of investment management and transactions completed;

Qualifications:

• Master’s degree in finance or economics;
• 5-7 years of relevant experience in project finance / direct investment in the infrastructure/renewables sector;
• Strong financial analysis and modeling skills. Deep understanding and comfort with cash flows, XIRR, XNPV calculations;
• Strong presentation and interpersonal skills; able to communicate clearly, in both oral and written forms;
• Capable of advancing multiple work streams simultaneously, autonomy
• Fluency in English, experience working in a multi-cultural / multi-site environment

HRIS Analyst- Austin, Denver, or Remote!

 Our client is a leading SAAS company in a niche market, delivering a service and solution in their industry that is unmatched. This company is a true industry disrupter and has a huge impact and opportunity to change the clients they serve drastically, allowing them to compete & grow at a quicker pace with the talent they need to get the job done the right way! The company is growing at a rapid pace and needs a strong HRIS (Paylocity) Analyst to join the team. The HRIS Analyst will responsible for ensuring best practices and use of the payments application with respect to compensation of corporate and field workers.

Perks of the HRIS Analyst:

• Strong company values & mission
• Strong compensation plan to include competitive Base comp & bonus.
• Strong benefits plan to include flex PTO, 401k match, and comprehensive medical benefits.
• Technology focused, growth minded, and forward-thinking company.
• Diversified client markets- creating massive growth for the company.

About the HRIS Analyst:

• You will fall in love with the mission of this company to change the world & are excited to be a part of that change!
• You love to dig into the details and get your hands dirty.
• You have experience building out processes.
• You are innovative and creative in your approach to find solutions.
• You have a strong understanding of data management and payroll processing with an eye for process improvement and efficiency.
• Ambiguity is your middle name… you know there is more than one way peel an orange and you are committed to finding, testing, and selecting the right solution for every problem you encounter.
• You are flexible in nature and love working with a collaborative group of people to reach common goals & improve upon processes.
• You aren’t looking to just collect a paycheck. You want to make a difference and see the direct impact you can bring to a rapidly growing and fast paced company.
• You are a proactive problem solver and are strategic in your approach to working to solve, fix, or resolve issues.
• You understand what is needed to take processes from manual to automated to improve accuracy and efficiency.
• You love building relationships with key stakeholders and cross functional teams to understand the needs they have and what they need the system to do.
• You have experience building out an HRIS system from the ground up.
• You thrive on being the SME with your payroll system and you are ready to bring that knowledge into a rapidly growing company to make a huge impact.

What will the HRIS Analyst do?

The HRIS Analyst will be responsible for building out and driving scaleable processes within the payroll system by implementing automation as well as educating key stakeholders on the full utilization of the system.

• Identify and recommend process improvements such as training, customization, automation and enhancements to maximize value and efficiency of the HRIS system (Paylocity) and internal payment tools
• Identifies, recommends, and programs custom functions and documentation such as automated queries, filters, macros, and reports
• Collaborates with other analysts and accounting staff to plan, modify, and customize the payments system and to test new applications and features
• Assist with data capture and standardization efforts to streamline processes within Core Ops
• Provides user training and hands-on support for Payroll Administrators, field managers, and other AP approvers, and create SOP and training documentation
• Provide status reports and coordinate with Paylocity implementation team on overall status assessment
• Provide subject matter expertise in support of implementations at acquired entities, including assistance with defining and documenting test strategy and planning
• Data validation and conversion, and Interface testing
• Enroll employees into necessary platforms
• Partner with key stakeholders to implement new modules within Paylocity
• Identify and support key integrations between Paylocity and other core systems
• Assisting with consolidation of multiple Paylocity entities into one
• Assist with creating new reports and help with data manipulation out of Paylocity

What we are looking for in an HRIS Analyst:

• 5+ years of Paylocity or other HRIS administration experience
• Bachelor’s degree
• Prior experience in Payroll or Accounting preferred
• High Proficiency in Excel and other data management software
• Excellent interpersonal and communication skills
• Understanding of how payroll system should work & feed into GL as well as a strong understanding of the system engineering side- how data should be structured, creating workflows, how systems move and talk from one to another.

Sr. Staff Accountant – 100% remote 

ABOUT THE COMPANY: Sr. Staff Accountant 

Our client is a leading distribution company with multiple locations across New England. They are currently looking to identify a reliable Sr. Sr. Staff Accountant to join their Accounting and Finance team. 

• 100% remote position, very flexible culture 
• A passionate team invested in top-quality outdoor living products for all ages. 
• A creative and collaborative work environment experiencing heavy upward growth. 
• Skilled at creating the full customer experience with numerous glowing reviews standing behind them. 
• A highly visible role within a family-oriented business culture. 
• Strong leadership team that values your ideas. 
• Flexible scheduling to promote work-life balance. 

Summary: Sr. Staff Accountant 

• The Sr. Staff Accountant will be responsible for assisting the Controller with all accounting functions for the organization. 
• Month-end close 
• Preparing financial statements 
• Account reconciliations 
• Fixed Assets 
• Ad hoc reporting and analysis 

Preferred Qualifications: Sr. Staff Accountant 

• The Sr. Staff Accountant will have a BS in Accounting or related 
• Excellent written and verbal communication skills 

Salary: 70 to 75K

What you’ll be doing:

• Manage a payroll team that processes weekly and bi-weekly payroll cycles for multiple subsidiaries while maintaining a high standard of accuracy and timeliness
• Maintain payroll information by working closely with sales, field teams and revenue teams to improve processes, and by helping in designing systems; directing the collection, calculation, and entering of data for accurate, scalable payment processing
• Assist the payroll team with discrepancies, benefit deductions, garnishment calculations, and proper taxation to ensure compliance
• Assist in M&A activity to include mapping and overseeing payroll transition plan
• Improve data quality of payroll-related information to integrate with our platform
• Maintain payroll guidelines by writing and updating policies and procedures
• Ensure compliance with federal, state, and local legal requirements by staying current on existing and new legislation; enforcing adherence to requirements; advising management on needed actions
• Maintain payroll staff by recruiting, selecting, orienting, and training employees
• Mentor and coach direct reports, Payroll Leads, who in turn manage dedicated payroll teams by pay policy

What you should have:

• 8+ years of payroll administration experience
• CPP preferred
• Strong analytical and problem solving skills with proven ability to organize and analyze data
• Strong interpersonal (verbal and written) communication skills
• Strong knowledge of state and federal wage and hour laws
• Strong knowledge of local, state and federal payroll tax scenarios and requirements
• Demonstrate solid judgment ensuring integrity, compliance, and confidentiality
• A very proactive mindset to solving problems

Staff or Senior Auditor

The Senior Auditor will be responsible for project supervision of audit staff, and primary reviewer of work product generated in audits.  Oversees the evaluation of financial and operational risks, and develops audit test plans and procedures to address those risks for Lennar Corporation, subsidiaries and investments.

Principal Duties and Responsibilities:

• Coordinates, monitors and reviews financial and operational audits according to the Internal Audit plan.
• Mentors and coaches staff auditors on proper audit technique, accounting knowledge and career progression.
• Analyzes operational and management processes, and system control effectiveness and efficiency; verifies assets and liabilities by comparing items to documentation.
• Prepares and presents to management the results, recommendations, and conclusions of internal audit reviews.
• Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation.
• Communicates with auditee and clearly transcribes information obtained into standard workpaper format.
• Prepares narratives, analyses, process flows, tests of transactions and other supporting documentation to support findings.
• Organizes documentation in the work papers to facilitate review.
• Performs the audit tests as defined in the work programs.
• All other duties and special projects assigned by management.
  

Education and Experience Requirements:

• Bachelor’s Degree in Accounting required
• Minimum of 6 months of audit experience required – Internships Count!
• Certified Public Accountant (CPA) or eligible to sit
• Certified Internal Auditor, or other professional certifications (CMA, CFE, CISA, etc.) is a plus.
• Must have a strong working knowledge of Generally Accepted Accounting Principles, GAAP, and Generally Accepted Auditing Standards, GAAS.

Salary:

45 to 85 plus bonus DOE

Manage a Staff of 3 and indirect reports of 7

Responsibilities:

• Supervises accounting staff of ten and other daily accounting functions (includes Accounts Receivable, Accounts Payable and General Ledger Staff;
• Meets monthly closing deadlines; Prepares monthly journal entries, including recurring entries;
• Analyzes general ledger accounts on a monthly basis to ensure accuracy
• Prepares budget variance explanations;
• Assists with financial statement preparation
• Assists with monthly reporting package review
• Manages banking relationships, including daily treasury/cash management activities
• Supports management with financial analysis a
• Ensures assigned balance sheet accounts are reconciled monthly
• Assists with system integration and resolve procedural issues, including those with inventory and receivables.
• Prepares audit schedules and produces audit support documentation a
• Prepares compliance reports for debt covenants;

Requirements:

Education: Bachelor’s degree in Accounting

CPA a plus, but not required.

Experience:

• Minimum 5 plus years accounting experience;
• General ledger and account reconciliation accounting experience;
• Supervision of accounting staff.

Salary:

90 to 120K plus bonus

Location: The Woodlands

Job Description:

CFS has teamed up with one of the top service companies in Houston who is looking for a highly motivated, results-oriented Staff Internal Auditor to join our team in The Woodlands, TX. The Internal Audit Department looks for individuals who embrace servant leadership, and who are eager to learn the business, accounting processes, and systems throughout the company. Many of the Internal Auditors have rotated into Controller positions around the country, as well as other areas such as Operations and Risk in as few as two years.

Requirements:

BS degree in Accounting or Finance

A good understanding of GAAP and internal controls

Strong analytical skills

Strong written and communication skills

You will be joining a team environment and colleagues who embrace a “work hard, play harder” culture. You’ll also be associating yourself with a company that likes to lead by example, through a strong presence in our local communities, charitable giving, sustainability initiatives, and more.

Staff Accountant – Manufacturing

Reporting to Division Controller – one of many placed at our client!

Work for an amazing Manger who loves to train and mentor.

Northwest Houston location!

Responsibilities:

• Reconcile assigned balance sheet accounts

• Monthly reports to management on financial results

• Prepare and post entries to the general ledger and manage the monthly close process

• Prepare assigned audit schedules

• Analyze accounts to determine the entries that may need to be made

• Work with branches to answer questions and solve problems

• Create processes and procedures that will make the department more effective as a whole

• Assist the accounting group with other items as needed

Qualifications:

• Minimum 2 years of general accounting experience reconciling various balance sheet accounts

• Excellent Excel skills, ability to work with Pivot Tables, use V/H-Lookups, and handle large amount of data

• Strong analytical and problem solving skills along with a proactive response to potential issues

• Well-developed written and verbal communication skills

• Ability to engage others and work collaboratively with multiple departments

Our client is a best-in-class provider of property services for Texas homeowners associations offering services to condos, townhomes and other communities! This role will sit within the Corporate Accounting team in the Westchase office. It will report to the financial services manager and has no direct reports. We are a team of financial service professionals looking for support during this high-growth phase of our company.

Why work here?

• Family feel in the office, small and growing company
• Daily exposure to the board and upper management
• Direct supervision of trained professionals from within the industry
• Flexible schedules, work from home opportunities
• Ability to hire and train your own team
• Build out processes and procedures from the ground up

Responsibilities of the HR Manager

• Lead, manage and train HR team members
• Oversee full-cycle recruitment
• Development and evolution of company policies and procedures
• Work directly with clients related to on site personnel matters
• General office administration
• Coaching and mentoring for all roles and team members
• Conduct trainings on various subjects

Desired skills and experience:

• 4+ years of management, payroll and HR experience
• Advanced understanding of basic employment law (FMLA, ACA, TItleVII, etc..)
• Professional communication skills
• Bachelors degree from accredited university

Our client is a best-in-class provider of property services for Texas homeowners associations offering services to condos, townhomes and other communities!

This role will sit within the Corporate Accounting team in the Westchase office. It will report to the financial services manager and has no direct reports. We are a team of financial service professionals looking for support during this high-growth phase of our company.

Why work here?

• Family feel in the office
• Daily exposure to the board and upper management
• Direct supervision of trained professionals from within the industry
• Flexible schedules, work from home opportunities

Responsibilities of the AR / Billings Lead

• Setting up and scheduling system processes to generate billing and collection statements
• Maintaining homeowner accounting information
• Auditing and reviewing the Aging reports
• Work directly with clients to answer receivable questions
• Train and assist team members in understanding the Receivable process
• Generate A/R Reports
• Posting payments to the GL and conducting daily cash reconciliation
• Submitting delinquent accounts to outside agency for collection
• Comply with federal, state and company policies

Education/Certification Requirements:

• Bachelor’s Degree from an accredited institution preferred
• 3+ years of AR/Billing experience

Must Have Highlights:

• Bachelor’s Degree in Accounting or Finance
• Netsuite and Salesforce
• Blend of start up and public company

Position Summary:

Corporate Controller is a strategic leader in the Finance organization. The Corporate Controller will lead an effective team of professionals to deliver accurate financial results, operational excellence, and a scalable cross-functional platform to help drive the company’s long-term growth. The Corporate Controller will lead from the front with strong can-do attitude and a high degree of integrity

Corporate Controller Opportunity

Creative Financial Staffing has recently partnered with a local company headquartered in Houston, TX. Are you ready to join this incredible team?

Perks of the Corporate Controller role?

• 100% PAID Employee Benefits!!
• Training and Development Opportunities
• Paid Gym/Fitness facility membership!
• 401K with a 4% Match!!

Overview of the Corporate Controller role:

• Manage and continuously improve a high-velocity order-to-cash process.  
• Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements. 
• Produce monthly financial and management reports in a timely and accurate manner.  
• Produce weekly flash reports to highlight company performance through quantitative and qualitative measures. 
• Oversee treasury functions, cash management, and banking relationships. Perform weekly cash and covenant forecast. 
• Administer sales commission plans and commission programs. 
• Support monthly and quarterly stakeholder meetings. 
• Support planning, forecasting, and decision-making activities with accurate business driver narratives. 
• Manage annual audit, taxes, loan, and other compliance activities. 
• Support M&A projects, from due diligence to integration. 
• Proficiency in accounting policy and internal control design and execution. 
• Monthly close and full general ledger management. 
• Audit, tax, and other compliance activity management. 

Required Skills 

• Strong accounting skills with solid understanding in GAAP.
• Strong system skills, from design to quality control. 
• Effective communication skills across organizations and levels (including with investors and board of directors). 
• Ability to analyze, forecast, and project business driver trajectory based on latest business momentum and initiatives. 
• Intermediate to advanced MS Office skills. 
• Experience with NetSuite and Salesforce.com. 

Preferred Qualifications for the Corporate Controller :

• MBA
• CPA Certified is a huge plus!
• Prior private-equity backed company experience a plus
• SaaS/Software Experience

Controller- Houston or Austin Texas

Our client, a rapidly growing company that is taking the world by storm. The first of its kind, now is the time to get in on the ground floor of this awesome company! 

This is a critical financial leadership role within the organization and will be responsible for getting the company ready for a potential IPO in 2022. The Controller will oversee month end close as well as manage financial reporting, long term and short term strategic plans, revenue recognition/analysis, KPI analysis, and preparing presentations for the board. Great opportunity for someone looking to own and improve upon financial processes and make a difference/be a part of a fast growing company.

Why work for the company:

• Dynamic/all-encompassing role- ability to expand skills and work closely with the business
• Company is growing at a MASSIVE rate & changing the landscape for ecommerce  & digital merchants
• Company offers a very innovative service to their customers- The FIRST of their kind
• Extremely strong financial backing
• Great group of people that are innovative and think OUTSIDE the box… or better yet, think like there is NO BOX! 
• A company that believes if they aren’t having fun, they aren’t doing it right!

What will the Controller do?

• Be instrumental in the implementation of NetSuite
• Lead the efforts into the potential IPO/get the company IPO-ready!
• Build out a strong accounting team
• Oversee month end close process, and day to day accounting functions, including revenue recognition, billing, cost accounting,AP, AR, capital expenditures, etc.
• Ensuring compliance with accounting, company policy and procedures
• Prepare monthly financial statements
• Serve as Finance’s strategic partner and assist functional leaders with analysis on spend, strategic planning activities, and enhancing operational efficiency
  • Improve gross margin & net margin rations by ensuring direct & overhead costs are minimized through efficiency, organization and financial mgmt.
• Oversee external audit coordination on financials and benefit plan audits
• Develop, standardize and automate FP&A reports, metrics, and dashboards for monthly/quarterly management reporting
• Assist in preparation of presentation packages for executive leaderships and the Board of Directors.
• Prepare and review advanced financial analyses financial modeling
• Lead strategic initiatives to improve productivity and utilization of ERP, drive efficiencies within the business to help achieve cost goals, and improve working capital performance
• Assist with other special projects as requested by the senior leaders

What we need in a Controller:

The ideal Controller would have a minimum of 10 years of accounting experience with a mix of Big4 Audit & Industry  (Ecommerce, SaaS, or high tech) with a CPA & experience implementing NetSuite! The Controller will need to have maintained the books as if it were a public/SEC compliant company OR have experience helping a company become IPO ready! The ideal Controller will also be high energy, personable, adaptive & creative *entrepreneurial spirit*, and have a passion for the mission of the company. For this profile, my client will be willing to move mountains.

• 10+ years of increasingly responsible accounting experience
• 2 of the 10 years should be as a Controller
• Bachelors degree
• CPA highly preferred
• BIG 4 Accounting experience highly preferred
• In-depth knowledge and practical understanding of the working of the financial statements with ability to analyze and improve upon inadequacies
• Thorough knowledge & experience with gaap
• Experience implementing software- Netsuite HIGHLY preferred
• Experience in high-growth tech company, ecommerce or SaaS  (HIGHLY preferred)
• PE or VC backed company experience a plus!

Creative Financial Staffing has recently partnered with a PE-Backed Company headquartered in Houston, TX. The company has big growth plans and needs a strong Controller to help them. Are you ready to join this incredible team?

About the PE-Backed Corporate Controller Opportunity:

• The company has been in business for over 25 years!
• Business is experienced tremendous growth. Growing organically & via acquisition.
• The industry is stable and not going anywhere.
• Global presence. Family feel!
• An industry leader in what they do.
• Glassdoor reviews state that they have “very supportive management and they reward performance”

Perks of the PE-Backed Corporate Controller role?

• Visible role. Partner with Executive Management team
• Managed a team of up to 20 direct and indirect.
• Competitive Compensation Package & Equity
• Laid-back and collaborative environment. They like to have FUN!
• This position is required to go into the office.

Overview of the PE-Backed Corporate Controller role:

• Oversee all financial affairs for business including accounts receivable, accounts payable,
• Manage all aspects of the treasury function
• monthly, quarterly, and year-end consolidated financial statements
• month-end closing activities produced by accounting to insure GAAP integrity
• timely year-end external audit report.
• Support all leasing activities
• administering performance reviews, career planning, training, and performance improvement coaching

Preferred Qualifications for the PE-Backed Corporate Controller:

• Bachelor’s in accounting
• CPA
• PE-backed experience preferred
• Strong US GAAP knowledge
• International Accounting experience

Our client, located on the NW side of town, is hiring a Treasury Analyst. The hiring manager is looking for an energetic, highly motivated, incredibly inquisitive Analyst that will fit well with their team.

The Treasury Analyst will be responsible for:

• Oversee the commercial card program
• Perform wire transfers, ACH releases, checks and funds transfers, daily cash analysis, positioning and reporting
• Assist with the development of cash management and banking operations
• Assist accounting with cash application and bank reconciliation process
• Analyze bank fees, bank cost information, and recommend cost savings
• Maintain bank, cash, debt, and interest schedule, credit facility documents, standby letters of credit, bank guarantees and their records
• Support Standby Letters of Credit, Commercial Letters of Credit and bank guarantees requirements
• Assist in streamlining treasury functions

MINIMUM REQUIREMENTS

• Bachelors in Finance, Economics or related field
• 2 years of experience in treasury/cash management or banking
• Advanced Excel skills (macros, pivot tables, vlookups)

Our client is one of the premier oil & gas producing companies in the US. They have over 500 field locations and are located in over 13 states. Houston is their headquarters. The average tenure of this company is over 10 years! We are looking for someone with a great attitude! Someone who loves to be a team player is eager to learn and will do what it takes to get the job done!!!!!

Why work here?

• Flexible working schedules
• Good Work/Life balance
• Low Turnover
• Full benefits including 401k and medical, dental & vision
• Half-Day Fridays!!!!

Responsibilities:

• Oil and gas severance tax – prepare, file, and pay production taxes as assigned; reconcile any differences
• Oil and gas state royalties – prepare, file, and pay state royalties as assigned; reconcile any differences
• Upload all royalty and severance tax payments into Excalibur
• Monitor regulation changes with State reporting of royalties
• Monitor regulation changes with severance tax reporting
• Work with Land Department on issues concerning State royalty percentages
• Upload all applicable journal vouchers into Excalibur
• Work with Production Department to resolve applicable volume discrepancies
• Accruals – research outside operated sales on wells for a series of properties to provide an oil, gas, and NGL accrual on a monthly basis
• Gas Balancing revenue and statement preparation

Qualifications:

• 4-year undergraduate degree (Accounting/Finance) with 5-6 years of oil and gas revenue accounting or equivalent experience, or high school diploma or GED with 9-10 years of oil and gas revenue accounting or equivalent experience.
• Strong working knowledge of Excalibur or similar oil and gas accounting software, preferably 5+ years of hands-on use.
• Demonstrated hands-on knowledge of production severance tax reporting
• Demonstrated hands-on experience with State royalty reporting
• Experience in oil and gas revenue accounting practices with attention towards detail and accounting analysis.
• Excellent working skills in Microsoft Excel, Word and Outlook skills, with PowerPoint skills being a plus.

Tax Consultant Opportunity

Are you frustrated with having to wait on promotions and getting direct exposure to clients / senior managers who can share their knowledge and shape your career trajectory? Are you ready to make a move to a more family-oriented firm?

Creative Financial Staffing has recently partnered with a privately held & debt-free tax consulting company with offices located in Katy, Dallas, and Tulsa! They are hiring one Tax Consultant in each market.

About the Company and Tax Consultant Opportunity:

• A family-owned organization that has been growing 20% year over year
• Family-oriented and supportive environment.
• The company is debt-free and on continuing on a growth path.
• The company is adding 3 new Consultants to the team due to growth.
• The company is considered a thought leader in their niche.
• 4.0 stars on Glassdoor!
• This position is based in Katy, Dallas or Tulsa and requires office time, some work-from-home, and some travel to client locations

Perks of the Tax Consultant role?

• Get promoted based on merit…..not years of experience! Defined career path.
• Interact with VP Tax, CFO’s and CAO during projects.
• True mentors on the team who want to share their knowledge.
• Comprehensive benefits package including 5% match on 401K.
• Laid-back and collaborative environment

Overview of the Tax Consultant role:

• Perform detailed reviews of transaction data and supporting documentation to determine proper sales/use taxes due in order to quantify refund claims and/or reductions to audit assessments
• Manipulate and analyze client data from various accounting and reporting systems
• Research tax issues in multiple states and help develop tax planning strategies
• Address complexities and tax technical issues that arise from client operations
• Proactively monitor transaction tax legislative proposals and law changes to ensure clients are aware of potential opportunities/costs
• Continuously develop tax expertise, analytical capabilities, and soft skills
• Contribute significantly to the development of a dynamic and growing consulting practice

Preferred Qualifications for the Tax Consultant:

• Undergraduate degree in Accounting, Finance, Economics, Information Technology, or Business with two or more years of experience in indirect tax, with consulting experience preferred. Experience in the energy industry is a plus, but not required
• CPA or CMI preferred
• A fundamental understanding of state and local tax laws and regulations
• Excellent organizational skills and strong self-motivation; must be able to work effectively with minimal direct daily supervision

#taxjobs #jobopportunities #accountingjobs #katyjobs #tulsajobs #dallasjobs

About the Senior Accountant Position

• BONUS AWARDS
• This is VERY broad role, where you will get your hands on a lot of things.
• 401(k) Plan – Matched 100% up to 8%
• Hybrid Work Schedule (minimum of 3 days in the office)
• Company subsidized PPO, Dental, Vision, Life Insurance, Disability
• Reimbursement of all necessary and approved CPA and CPE expenses
• Free Covered Parking

Senior Accountant Responsibilities:

• Accounting and reporting for Corporate and Business Unit
• Perform monthly and quarterly closing duties:

• Bank reconciliations
• Prepare and upload journal entries
• General Ledger account reconciliations (AR, AP, intercompany accounts, suspense, etc.)
• Maintain fixed asset schedule and corresponding depreciation/amortization
• Review detailed GL and Trial Balance

• Prepare quarterly reports for BOD meetings
• Assist in preparation of audited financials including schedules and footnotes and respond to auditor requests for external audit.
• Prepare budgeting and forecasting schedules for annual budget.
• Assist in accounting for separate business units.
• Work with division accountant for one of the business units to create monthly summary entries and reconciliations in the general ledger.
• Accounts payable backup for vacation.

Senior Accountant Requirements:

• BBA – Accounting,
• 2.5 to 4 years of accounting / audit experience.
• Public Accounting experience preferred!
• Relies on experience and judgment to plan and accomplish goals.
• Excellent communication (verbal, written, and listening) skills.
• Proficient in Excel and knowledge of Word and PowerPoint.
• Ability to multi-task

#senioraccountant #jobopportunities #houston #remotejobs

Benefits:

-Health benefits for individual:

-Dental and vision are covered 100%

-Medical is covered 100% for HSA or a small premium for PPO.

-Fully paid Orca Card or parking stipend

-20 days of PTO

-14 Total Holidays

-9 company holidays (We’ve added Juneteenth to our list of holidays observed)

-2 floating holidays

-Take your birthday off!

-100% Remote

-Salary plus equity

Does This Sound Like You?

• Accounting designation (CPA preferred) or an equivalent combination of related experience and education.
  • Background in public accounting is required, Big 4 public accounting a plus.
  • Comprehensive understanding of financial accounting and reporting under AIPCA and PCAOB requirements. 
  • Minimum of 8 years accounting, audit, and/or financial reporting experience required in a technology-related environment
  • Broad knowledge of advanced accounting principles, accounting systems, analytical functions, internal controls, and financial reporting processes.
  • Possesses a continuous growth mindset, high sense of urgency, and a strong desire for excellence.
  • Proven success leading a team of people to achieve specific objectives using a collaborative management style.
  • Ability to work effectively with a wide variety of people, strong interpersonal skills, strong communication skills, both written and oral.

What You’ll Do:

• Establish and maintain accounting principles, practices and procedures to ensure FASB, GAAP, and Sarbanes-Oxley compliance.
  • Prepare quarterly financial reports for the Board of Directors, Audit Committee, shareholders and investors including discussion and analysis of results.
  • Support annual external audit by drafting financial statements and footnotes, and responding to auditor inquiries.
  • Lead technical accounting research and drafting white papers including the communication and implementation of new accounting practices, policies, and procedures across the Company.
  • Establish, implement and administer internal control policies, procedures and compliance.
  • Manage all reporting and analysis regarding equity-based transactions, including preferred stock as well as equity compensation and stock comp administration.
  • Support and educate internal customers on accounting related items, including existing and new accounting guidance and policies
  • Ensure financial systems are appropriate for tasks performed and are developed, tested, and implemented appropriately
  • Identify areas to improve and automate reports and processes, resulting in greater accuracy and efficiency.