My client is a local, growing, and innovative Public Accounting Firm! They have experienced such growth that they are looking to add to their Management Team! The Audit Manager will work directly with the young and entrepreneurial firm partner who is very family oriented and mindful of work-life balance.

This firm offers their clients a variety of diverse services and a partner experienced in tax planning, litigation support, wealth management and valuation services. The firm serves a wide variety of industries, but has a focus on construction and small businesses.

PERKS OF THE AUDIT MANAGER:

• WORK. LIFE. BALANCE.
• Zero politics or stress of a “Big 4” firm environment
• No worry of “big brother” or buyout from a larger firm
• Flexible Schedule & Work from home options
• Opportunity to grow into Partner
• Managing partner that is young, entrepreneurial, and relationship focused
• Most new business comes in by word of mouth and referrals

WHAT THE AUDIT MANAGER WILL DO:

• Serve alongside the firm Partner, as an experienced and seasoned manager of the firm.
• Assist with managing and delegating workflows to team members.
• Perform and guide other staff members on audits, reviews, & compilations.
• Demonstrate an awareness of professional standards and the ability to identify areas for improvement in clients’ systems and procedures.

WHAT WE NEED IN AN AUDIT MANAGER:

• 6+ years recent public accounting experience
• You must be a CPA or CPA candidate
• Servant leader with ability to easily build rapport & strong working relationships with clients & team-members
• Experience serving construction & small businesses a plus
• Benefit plan audits a plus
• Management experience in public accounting setting required

Competitive compensation packages are provided based on experience and include benefits for health insurance, 401k match and PTO.

The ideal candidate will have a minimum of 5 years of experience working in the hospitality industry, preferably in companies with multiple locations. This person will manage all of the accounting procedures and oversee one accounting clerk. The bookkeeper will be responsible for processing payroll in QB.

Responsibilities of the Bookkeeper

• The Bookkeeper will verify, allocate, and post details of business transactions to the general ledger.
• Reconcile and balance accounts.
• Compile reports to show cash receipts and expenditures, accounts payable and receivable, profit and loss, and other items pertinent to the operation of business.
• Calculate employee wages from records and prepare checks for payment of wages.
• Prepare withholding, Social Security, and other tax reports.
• Generate monthly statements

Preferred experience for the Bookkeeper role

• 5 years of full-charge bookkeeping experience in the hospitality industry
• Strong working knowledge of QuickBooks (desktop)
• Excellent written and verbal communication skills
• Solid computer skills
• Fast-paced, entrepreneurial mentality!

About the Company and Opportunity:

• Outgoing, Friendly Company
• Promote internally
• We have worked with this company for over 10 years with multiple successful placements!
• International publicly-traded company
• Conduct business in 20 countries
• Oil and Gas related company
• Convenient location in Southwest Houston

Overview of the Indirect Tax Manager role:

Sales and Use Tax:

– Monitor laws, regulations, decisions in sales/use tax area for our industry
– Maintain external software taxability matrices, updating regularly for tax rate and law changes, changes in service lines, etc.
– Apply eligible credits to tax liabilities
– Prepare monthly cash requests, journal entries and balance sheet account reconciliations
– Conduct periodic self-audits to ensure compliance with the sales and use tax laws
– Handle sales/use tax audits, preparation of responses to taxing authorities and address any audit findings in a timely manner

Property Tax:
– Manage property tax compliance and develop strategy to minimize liabilities
– Coordinate with the vendor for preparation of the property tax renditions and review to ensure accuracy and timely filing
– Timely transmittal of property tax payments in accordance with the tax calendar

Preferred Qualifications for the Indirect Tax Manager:

• Bachelor’s degree in Accounting or related degree
• 7+ years of related experience
• Proficient in Microsoft Excel, Word, PowerPoint
• Public accounting experience or large corporate tax experience

CFS is working with one of our nonprofit clients on their search for a Controller to add to their team. The ideal candidate will have 5-7 years of accounting experience, with at least 2 spent in public accounting, working knowledge of Financial Edge, and a strong work ethic and attention to detail.

The client offers a 9am-4pm work schedule, with half-days on Friday! 

Responsibilities:

• Maintain cash report on a weekly basis
• Prepare and manage outgoing checks
• Prepare and manage deposits·
• Prepare financials for Board meetings on a quarterly basis
• Organize and maintain all accounting files
• Manage and analyze expenses on a monthly basis
• Prepare budget analysis
• Prepare and review the annual budget for the organization
• Manage the annual financial audit and tax return

Requirements:

• 5-7 years of accounting experience, with 2 years spent in public accounting
• Strong presentation skills – will be working directly with the board
• Ability to work in the office (not a remote role)
• Previous experience working with Blackbaud – Financial Edge

Our client is a consultative tax firm focused on adding value. Many of it’s professionals are CFP’s and trusted partners and advisors to their clients. This company has a strong foothold in Houston culture and has been active in our market for over 30 years. This Tax Manager opening is a pure addition to the team due to growth over the last five years.

Why work here?

• A unique tax role blended with finance and asset management
• Beautiful office within the loop
• Tax planning, creative thinking, research opportunities abound
• Multiple awards such as “2019 Best-In-State Wealth Advisors”

Brief overview – Tax Manager

• Manage and execute tax strategy and planning for a variety of clients
• Ensure compliance with changing tax laws and provide a road map to clients
• Meet face to face with clients, develop relationships, grow business
• Review various tax returns and ensure compliance

Preferences – Tax Manager

• CPA preferred
• CFP preferred
• Bachelors in Accounting or Finance preferred
• 5+ years of Tax experience (individuals, trust, partnerships, estates and Scorp)

Location: West Houston

Why work for the company?
– Work Hard Play Hard Environment

– Laid Back Tax team
– Experience to learn and grow with the company
– Lucrative Compensation package & bonus

CFS has teamed up with the World’s Leading Industrial Aviation Solutions Provider! The Senior Tax Analyst will report directly to the International Tax Manager.

Essential Functions
• Assist in preparation of US International compliance obligations (Forms 5471, 8858, 8865, as well as disclosure statements)
• Prepare and review foreign tax returns and coordinate with local finance managers and local tax advisors to ensure they are accurately and timely filed
• Monitor international tax accounts – prepare monthly roll forwards for current/deferred tax expense, income taxes payable, and NOLs

Minimum Qualifications
• Bachelor’s degree in Accounting
• 3 years of experience in a large public accounting firm or multi-national corporate tax department
• CPA or CPA Candidate preferred
• Experience with CorpTax tax preparation software

CFS has teamed up with a Construction & Equipment service company that is searching for a Billing Specialist to join their growing team!

Why work for this company?

• The company provides a laid back family-oriented environment.
• Non Exempt position
• Work-life balance provided
• Start off working remotely

Summary of Essential Job Functions:

• Issue invoices to customers.
• Draft invoice statements for customers.
• Update accounting records with new payments, customer information, etc.
• Update customer files with issued invoices.
• Process credit memos.
• Create Change Orders.
• Review the accuracy of invoices prior to submission by performing various checks.
• Investigate and resolve billing discrepancies.
• Assist in collections and create reports and present to managers.
• Provide month-end reports to management.
• Assist with the reconciliation of accounts during closing.
• Submit checks to the bank and post deposits to the GL on a regular basis
• Communicate effectively within the company in order to resolve client inquiries.
• Submit invoices and payment applications by all necessary means.
• Maintains compliance with billing procedures and Company guidelines.

Requirements:

• High School degree or GED
• 3 + years’ experience in billing based on contract terms or purchase orders
• Detail-oriented

CFS has teamed up with a fast-growing company located in West Houston!

The company is currently looking for a qualified individual for a Senior Tax Analyst – International reporting directly to the Tax Manager. This position is a dynamic position that supports the International Tax group.

• Assist in preparation of US International compliance obligations (Forms 5471, 8858, 8865, as well as disclosure statements)
• Prepare quarterly and annual ASC 740 tax accruals
• Provide support for modeling and quantitative analysis projects
• Prepare and review foreign tax returns and coordinate with local finance managers and local tax advisors to ensure they are accurately and timely filed
• Monitor international tax accounts – prepare monthly roll forwards for current/deferred tax expense, income taxes payable, and NOLs
• Provide support when considering uncertain tax positions and if necessary help document the company’s position
• Prepare tax basis balance sheets for international operations
• Provide internal control documentation required by Sarbanes-Oxley
• Assist with foreign tax audits, coordinating with local finance managers and local tax advisors,
• Connect with various business teams to understand tax technical issues and operations as well as build relationships
• Attend relevant tax technical training programs to stay current on ever-changing tax legislation.
• Maintain international tax compliance calendar and workplans
• Drive process improvements and facilitate streamlining and automation of recurring calculations

Minimum Qualifications

• Bachelor’s degree in Accounting or Finance from an accredited institution
• Minimum three (3) years of experience working in a large public accounting firm or multi-national corporate tax department in international tax
• Experience with international income tax compliance and reporting
• Knowledge of federal income taxation of international transactions
• ASC 740 accounting for income taxes knowledge and experience
• Proficient in MS Office Excel, Word, PowerPoint

Preferred Qualifications

• CPA or CPA Candidate
• Strong project management skills
• Experience with CorpTax tax preparation software
• Experience with SAP
• Experience with Hyperion

Why take a Financial / Treasury Analyst role with this company?

• Company is growing
• A key part of the corporate team
• Work & Live close to Houston
• Beautiful Office Space (work remotely until it is safe)
• Finance, Treasury & Procurement Responsibilities Combined

Perks of the Financial / Treasury Analyst role:

• Strong medical benefit package
• 401-K with a 9% match
• Free parking
• 8 to 4 or 9 to 5 work schedule

What the Financial / Treasury Analyst will do…

• Monitor and process daily cash position and other cash management activities
• Assist with cash forecasting for multiple entities
• Upload payment files and processing wires
• Assist with P-card day-to-day activities
• Manage repetitive P-card payment subscriptions
• Monthly review of bank account analysis and bank fee reporting
• Collect, monitor, and ensure timely delivery of audits from multiple locations
• Monitor outstanding and past due insurance invoices for locations, to ensure timely payment and good standing with insurer
• Receive and catalog insurance checks check
• Request Certificate of Insurance
• Prepare monthly expense reporting for approval of online vendors
• Participates and assists in conference planning and preparation.
• Assist with events and training meetings, both in person and virtual, with a focus on developing strategic relationships and sharing resources
• Prepares proforma and ad hoc reporting as needed
• Assists in procurement assuring reasonable prices for goods and services needed and manages online presence at vendor websites
• Provides facility management for other office locations
• Establishes presence and builds connection with business units

What the company needs in a Financial / Treasury Analyst:

• Bachelor of Business Administration / Finance
• Provides knowledge and experience of broad range of business support and financial activities
• Develops healthy, positive relationships with internal customers.
• Has strong written and oral communication skills.
• 2 plus years of experience
• Customer Service driven attitude

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

About the Company and Construction Project & AP Coordinator Opportunity:

• Family-owned organization that has continued to grow through three generations.
• Company voted as one of the Best Places to Work in Houston for over a decade!
• The accounting group alone added 9 new positions this past year through growth from acquisitions.

Perks of the Construction Project & AP Coordinator role?

• Visible role & Direct Point of Contact for all projects under construction!
• Competitive Compensation Package
• Laid-back and collaborative environment

Overview of the Construction Project & AP Coordinator role:

• Maintains master vendor list verifying new vendors are properly authorized.

• Obtain sub-contractor COI’s and W-9’s insuring compliance with company requirements.
• Processes vendor invoices, credit card charges, and subcontractor bills in accounting software
• Follow up with Project Manager to make sure all change orders are entered
• Contact subcontractors for lien waivers as required and ensures proper lien releases are obtained from vendors before payment.
• Tracks subcontractor’s licenses and insurance to insure both remain current.
• Reconciles credit card statements and follows up with employees as needed.
• Reconciles open payables to vendor statements.
• Matches voucher portion of A/P checks with bills, obtain authorized signatures and files voucher portion in designated areas within the Accounting Department.
• Performs maintenance of accounting record files including annual rotation and archiving of old records.

Preferred Qualifications for the Construction Project & AP Coordinator:

• 2+ Years of Construction Accounting Experience
• Proficiency with Sage 300/Timberline preferred
• High School Diploma or Associates Degree

Location: Denver, Colorado (Stapleton)

Company Details:

• Excellent pay and benefits (401k, healthcare, and PTO)
• Construction, manufacturing and building services
• Top Denver- Area contractor
• #Top 200 Private Companies List

Brief Overview of the Role:

• Oversee job costing process and maintain revenue recognition according to GAAP.
• Mentor, coach, and supervise accounting team.
• Presents findings and recommendations to top management.
• Oversee financial reporting and accounting functions of the various divisions.
• Establish, communicate, and adhere to a monthly closing schedule.
• Close within 10 business days.
• Maintain and improve the company’s internal control environment.
• Coordinate job-costing and accrual entries.
• Prepare property tax returns and sales and use tax returns.

What is expected of a Controller:

• Company Leader.
• Responsible for one or more programs/functions of such diversity and scope to be of critical importance to overall company objectives.
• Negotiates critical and controversial issues with top-level employees and officers.
• Plays a role in company business strategy development and execution.
• Makes authoritative decisions and recommendations having significant impact on extensive and related activities of the company.
• Demonstrates a high degree of creativity, foresight, and mature judgment in planning, organizing and guiding extensive programs and activities of importance.
• Manages autonomous individuals, managers and diverse groups giving broader direction.
• Masters or college/university graduate or equivalent combination of skills and experience generally required.

Preferred Qualifications: 

• MUST have construction experience
• MUST have CPA (inactive is fine)
• MUST have Viewpoint software

  #controller #denver #jobcost #construction

Manage a team of 8. High volume environment. 

Location: Memorial City

Description:

• Accounting Clerk – Accounts Receivable, Expense Reports, Report Preparation
• Accounts Receivable Coordinator Duties:
• Daily Invoicing
• Weekly invoice delivery and purchase order verification
• Billing and pricing questions – internal and external
• Monthly customer statements and invoice reviews
• Research and invoice inquiries
• Cash Receipt entry and postings
• Report Preparation
• Prepare various monthly accounting reports (Excel)

Desired Skills:

• Accounts Receivable or Accounts Payable experience
• Volume data entry experience
• Excel skills – basic to intermediate
• Outlook skills
• Adobe PDF – basic document handling
• Well organized
• Efficient multitasker
• Self-motivated

Creative Financial Staffing has been exclusively retained by a highly reputable Automotive Group to identify a CFO to implement the finance/accounting infrastructure and drive the strategic financial growth of the company.

Overview:

• The Company: Highly reputable automotive group with 30+ years in the industry. They have multiple dealerships across the state of MA.
• The Growth: Fast-growing company expanding both through acquisition and organic growth.
• Opportunity: As the first professional finance hire, the CFO will be charged with standardizing the financial process, implementing company-wide policies and procedures, partnering with the banks, and building out the accounting/finance infrastructure to support the run rate of the company.
• The Exposure: The CFO will be expected to provide business and operational analysis, strategic insight, and tactical financial support to be an effective business partner and trusted adviser to the President and senior management team.

Responsibilities include but are not limited to:

• Reporting to the President, the CFO will oversee all aspects of the day-to-day financial management of the company including: the preparation of the monthly consolidated financial package; management of GL accounts, annual audit and submission of government and related tax returns; and financial planning.
• Implement financial and operational metrics and analytics to present to Executive Management.
• Develop and implement business process improvement initiatives and strategies.
• Increase the company’s ability to anticipate business issues and drive good decision-making through sound financial management.
• Standardize accounting processes and procedures across all dealerships.
• Develop strong banking relationships and implement necessary changes to increase profitability or save money through these relationships.
• Identify deficiencies and further develop guidelines and processes corresponding to the rapid growth of the company.
• Continually review accounting policies and procedures to ensure that the company is compliant with GAAP and statutory accounting
• Implement reliable forecasting tools (P&L, cash flow and balance sheet).

Qualifications:

• Undergraduate degree in accounting or finance
• C.P.A., M.B.A. or master’s degree in finance is preferred, but not required
• Automotive industry experience required
• 15+ years of experience with 5+ years with a multi-location auto dealership in a VP or CFO capacity
• Experience establishing and implementing process improvement initiatives within a high growth environment
• Strong banking experience

Perks of the Financial Analyst role:

• Annual bonus
• Strong medical benefit package
• 20 days of vacation
• 401-K with match

Why take a Financial Analyst role with this company?

• Exposure to multiple business units
• A key part of the finance team
• Ability to grow within the department and/or move to other areas of the organization
• The company has been in business for over 100 years!

What the Financial Analyst will do…

• Assist Managers in analyzing the company, departments, product lines to identify trends

• Develop pricing proposals in collaboration with Managers by analyzing historical cost, leverage, and matter information
• Develop monthly reporting and presentations
• Assist Managers in analyzing departmental performance versus goal
• Perform predictive scenario/sensitivity analysis and modeling to assess the impact of proposed initiatives
• Assist Pricing with the development and administration of pricing systems
• Monitor and compare financial and operational performance against internal and external benchmarks
• Compare financial and operational performance against internal and external benchmarks
• Research and analysis related to other assigned financial projects, including monitoring of trends in support of rate-setting and review process
• Report on the status of various department initiatives and metrics to the Chief Financial Officer and other key stakeholders
• Other projects and/or duties as assigned

What the company needs in a Financial Analyst:

• A bachelor’s degree in finance, economics, accounting, or a business-related degree is required
• A minimum of three years’ experience related to financial analysis is strongly preferred;
• Strong written and oral communication skills
• Proficiency with Microsoft Word, Excel and PowerPoint
• Must be organized, analytical and detail-oriented
• Able to multi-task, prioritize, and deliver quality work product in a deadline-driven environment; overtime is required during peak times
• Must be team-oriented, yet also able to be self-sufficient and work independently
• Ability to interact with internal and external customers and team members employing a high degree of tact, diplomacy, and professionalism

Due to rapid growth, our client is seeking to add a Sr. Accountant to their team. 

• Work with an amazing team of accounting professionals!
• 401(k) Plan – Matched 100% up to 8%
• Company subsidized PPO (85+ % for Employee AND Dependents + HSA Contribution), Dental, Vision, Life Insurance, Disability
• Reimbursement of all necessary and approved CPA Et Al and CPE expenses
• Free Covered Parking

This position will report to the Accounting Manager and perform the following duties:

• Accounting and reporting for a consolidated group of entities including intercompany accounting and eliminations.
• Perform monthly and quarterly closing duties including but not limited to:
  • Prepare and post quarterly intercompany payoffs for several entities.
  • Review monthly bank reconciliations.
• Prepare quarterly reports for Board of Director meetings
• Assist in preparation of audited financials for the consolidated company including schedules and footnotes and provide requests for external audit.
• Prepare budgeting and forecasting schedules for the annual budget.
• Update reports in Management Reporter with new companies and GL account as needed.

Requirements:

• BBA – Accounting, CPA preferred
• 4-7 years of accounting experience.
• 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