Job DescriptionSalary:
We are currently looking for talented individuals who want to experience the personal challenge of working for a leader in the industry. In the Tax Manager position, you will provide clients with financial information, prepare tax returns, analyze information and options, prepare general ledger entries, and more. This position will involve significant interaction with clients, practice development, involvement in management decisions and exposure to technical issues that will challenge your abilities.
The Tax Manager facilitates the entire client process including planning, performing the engagement, and concluding the project. In addition, the Tax manager will schedule assignments, supervise staff, mentor, and review work of staff level associates. A Tax Manager will also have strong technical tax consultation skills as well as knowledge of roles and technical skills needed for the work. Solid interpersonal and communication skills are imperative to be successful in this position.
The Tax Manager is exposed to a variety of opportunities, clients, and engagements. There is significant opportunity for advancement in this role.
Qualifications:
This position requires a person who enjoys working in a team environment and serving clients, and who is looking for advancement opportunities. The ideal candidate will be confident, self-directed, articulate, and goal oriented. In addition, they will enjoy challenges, be able to delegate and to manage multiple projects and deadlines.
A Bachelors degree in accounting or related field with 150 credit hours or Masters Degree in accounting is required. Additionally, this position requires aCPAcertification and a minimum of five years tax experience.
- Skilled at using Microsoft software
- Ability to meet aggressive deadlines and juggle multiple priorities
- Demonstrates strong work ethic
- Uses time productively to accomplish challenging work goals
- Proficient in Windows environments
- Manages times effectively and prioritizes tasks to meet deadlines
- Pays attention to detail; approaches work in a meticulous and thorough manner
- CPA certification
- Ability to communicate and build relationships with clients and business partners
- Project and team management
- Familiarity with Accounting and Tax Preparation Software
$70k-91k yearly est. 17d ago
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Materials & Production Manager
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
The Materials & Production Manager is responsible for overseeing the entire production process, from initial planning to final delivery ensuring the smooth, efficient, and timely execution of all production activities. They are the central point of contact, bridging various departments to guarantee that production goals are met and that the final product adheres to quality standards and deadlines. This role requires a unique blend of strategic planning, problem-solving, and strong communication skills.
The Materials & Production Manager is also responsible for overseeing the acquisition, storage, and distribution of a company's raw materials, parts, and finished products. They play a critical role in the supply chain, ensuring that materials are available when needed while minimizing costs and waste.
Key Responsibilities
Production Planning and Scheduling: Develop, implement, and manage detailed production schedules to ensure all production targets and deadlines are met.
Resource Management: Coordinate the allocation of resources, including raw materials, equipment, and personnel, to optimize production workflow and minimize waste including leading the organizations capacity planning efforts.
Cross-Departmental Collaboration: Serve as the primary liaison between various departments, such as procurement, engineering, quality assurance, and sales, to ensure seamless communication and alignment of production activities with overall business objectives.
Inventory Management: Develop and implement strategies to control and manage inventory levels, including setting reorder points and safety stock levels. Conduct regular cycle counts and physical inventories to ensure accuracy.
Procurement and Sourcing: Lead the purchasing team in sourcing and procuring materials. Negotiate with suppliers to secure favorable pricing, terms, and delivery schedules.
Logistics and Warehousing: Oversee the movement of materials from suppliers to the warehouse and from the warehouse to production lines. Manage warehouse operations, including receiving, storage, and shipping.
Team Leadership: Supervise, train, and mentor a team of materials coordinators, purchasing agents, and warehouse staff. Foster a culture of continuous improvement and operational excellence.
Strategic Planning: Collaborate with other departments, such as production, sales, and finance, to forecast material needs and align materials management strategies with business goals.
Budgeting and Cost Control: Develop and manage the materials budget. Identify and implement cost-saving initiatives related to procurement, transportation, and inventory.
Qualifications
Education:
Bachelor's Degree in Manufacturing, Supply Chain Management, Business Administration, or a related field. Professional certifications in project management (PMP), supply chain management (APICS), or Lean Manufacturing are a significant plus.
Experience:
Minimum of 5-7 years of experience in materials management, logistics, or a related supply chain role, with at least 3 years in a leadership position.
Technical Skills:
Proficiency in Enterprise Resource Planning (ERP) and inventory management software. Strong analytical and data-driven decision-making abilities.
Strong analytical skills with the ability to interpret production data and performance metrics.
Familiarity with Lean Manufacturing or Six Sigma principles.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced skills in Excel for data analysis and reporting.
Soft Skills:
Leadership: Demonstrated ability to lead and motivate a team.
Communication: Excellent verbal and written communication skills.
Problem-Solving: Strong analytical and problem-solving skills.
Negotiation: Proven negotiation skills with suppliers and vendors.
Work Environment:
This position is typically based in an office setting but requires frequent presence on the production floor to monitor operations and interact with the team. The role may involve working under pressure and managing multiple priorities in a dynamic, fast-paced environment.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
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No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$63k-87k yearly est. Auto-Apply 12d ago
Senior Accounting Associate - Oil & Gas
Whitley Penn 3.7
Dallas, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior Accounting Associate to join our Oil & Gas Client Accounting and Advisory Services (CAAS) team. The Senior Accounting Associate is responsible for managing, preparing, and reviewing accounting engagements for clients. Seniors must exhibit strong bookkeeping skills and proficiency in O&G accounting systems. Seniors are responsible for planning and executing engagements and special assignments, supervising, and training associates, reviewing the work of associates, and communicating with clients. Seniors are responsible for compliance with all professional and regulatory standards.
How We Work:
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
Our CAAS team provides a full suite of financial advisory services, including month-end accounting services, technology implementation, and support services, CFO level consulting, and strategy. We partner with our customers to learn their financial pain points and leverage our expertise to provide solutions that help them reach their goals. Our team is innovative and forward-thinking while remaining attuned to the unique needs of each customer.
How Will You Make an Impact?
* Develop and maintain thorough knowledge & application of Accounting Principles. Exhibit proficiency in complex bookkeeping skills.
* Manage, review, and prepare monthly financial statements.
* Track fixed assets and prepare depreciation schedules.
* Exhibit proficiency in various cloud-based accounting systems, including QuickBooks Online as well as, MS Excel.
* Coordinate all client assignments, including planning, budgeting of time and expenses, monitoring actual performance against budget, and reviewing work and deliverables for accuracy and completeness, suitability of presentation, and adequacy of disclosures.
* Demonstrate ability to assess current capabilities and experiences of team members to properly determine roles and assignments. Delegate work appropriately.
* Lead meetings with engagement teams and clients, ensuring objectives are met.
* Keep the Manager informed of all important developments during the engagement.
* Maintain a comprehensive understanding of client operations, processes, and business objectives and utilize that knowledge on engagements.
* Provide specific, actionable, and timely feedback to team members, as appropriate. Prepare staff evaluation reports.
* Teach, coach, and integrate staff on the Firm's engagement approach and process.
* Develop an understanding of key metrics, i.e., net bill rate/hour productivity ratio, etc.
How Will You Get Here?
* 3-5 years of experience in bookkeeping or accounting, demonstrating a progression in complexity, scope, and number of engagement assignments.
* Bachelor's or Master's degree in Accounting
* Knowledge of Generally Accepted Accounting Principles
* Strong bookkeeping skills and proficiency in O&G accounting systems
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended summer & winter breaks
* 20 days PTO
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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$60k-74k yearly est. 9d ago
Public Sector (Government / Not-for-Profit) Audit Senior Associate
Whitley Penn 3.7
Houston, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for an Audit Senior Associate with to join our Government/Not-for-Profit team in Houston! Public Sector external audit experience and CPA eligibility are required. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients.
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Lead audit engagements from start to finish, including planning, executing, and ensuring deadlines are met
* Build relationships with clients by developing an understanding of client operations, processes, and business objectives; learn to apply this knowledge to enhance engagements, identify issues, and make recommendations for improvements
* Manage client deadline expectations, monitor actual performance against budget, and continually communicate engagement status to Managers
* Supervise, teach, and develop associates and interns, including delegation of assignments, detailed review of staff prepared work papers, and evaluating performance on engagements
* Continuously develop a comprehensive understanding of Generally Accepted Governmental Auditing Standards and how they apply to engagements
* Assist with business proposals, networking, and recruiting opportunities
How Will You Get Here?
* 3+ years of public accounting external audit experience, preferably public sector
* Bachelor's degree in Accounting; Master's degree preferred
* CPA certification or CPA eligibility with certification in progress
* Strong technical knowledge of Generally Accepted Governmental Auditing Standards
* Strong accounting knowledge of GASB Basic Financial Statements for State and Local Governments
* Knowledge of risk assessment in the governmental accounting environment
* Excellent written and verbal communication skills
* Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended break around July 4th and year end
* 20 days PTO
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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$68k-80k yearly est. 9d ago
Learning & Operational Development Manager
Whitley Penn 3.7
Plano, TX job
JOB DETAILS: * Title: Learning & Organizational Development Manager * Classification: Full-time; Exempt (3 days/week min. in office); ~25% travel How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Work closely with Director of Learning & Organizational Development to build a learning and development strategy that drives improved performance and has a positive impact on the firm
* Work with subject matter experts and leaders from the business to design and develop effective learning solutions that improve the performance and business results of the target audience, including instructor-led, virtual, eLearning, coaching, OJT, and/or blended delivery.
* Use artificial intelligence where appropriate to increase effectiveness and efficiency in developing and delivering learning and organizational development solutions.
* Facilitate in-person and virtual learning solutions across the firm on business-specific topics, professional and leadership development
* Manage, maintain, and continually improve multiple learning and organizational development programs
* Set up and maintain courses and learning plans within the LMS ensuring they support the learning objectives of the target audiences.
* Leverage LMS reporting functionality to provide data and insights that help determine the effectiveness of learning programs and overall strategy.
* Support planning, coordination, communications, and logistics for virtual and live training programs.
How Will You Get Here?
* 3+ years of live and virtual training delivery/facilitation
* 3+ years of instructional design experience creating and maintaining learning and organizational development solutions
* 2+ years' experience using Articulate or similar eLearning creation software and learning management systems.
* Bachelor's degree in Instructional Design, Organizational Development, Business, or related field.
* Instructional Design certification preferred.
* Facilitation certification preferred.
* Knowledge of current/emerging adult learning theories, instructional design, learning technology, and development practices
* Experience with measuring effectiveness of learning and OD solutions
* Experience in applying artificial intelligence (AI) to learning solutions a plus
* Experience in a public accounting or other professional services firm a plus
* Experience with LCvista a plus
* Experience with Articulate or other eLearning tools
* Experience with Microsoft Office Suite
* Experience building and maintaining strong relationships with business partners
* A strong work ethic, time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated
* Solid organizational skills and attention to detail.
* Strong communication skills, both oral and written.
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended breaks around July 4th and year end
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
$67k-84k yearly est. 3d ago
Senior Revenue Accountant - Oil & Gas
Whitley Penn 3.7
Houston, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for a Senior Revenue Accountant to join our Oil & Gas Accounting & Consulting team. The Senior Revenue Accountant is responsible for leading client engagements and may manage two or more engagements, simultaneously. Seniors are responsible for planning and executing engagements and special assignments, supervising, and training associates, reviewing work of associates and communication with clients.
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Assume full responsibility for planning and executing client engagements and assignments using established firm policies and procedures, including supervising and training associates, reviewing the work of associates, and communication with clients
* Review and participate in monthly, quarterly, and yearly accounting cycles and prepare financial statements
* Reconciling accounts receivable balances resulting from revenue bookings
* Trend analyses and explanation of large swings in the revenue bookings
* Timely and accurately record oil, gas, and NGL sales for multiple entities - operated
* Prepare revenue allocations as required
* Complete severance tax reports and payments for multiple states
* Prepare federal (ONRR) and state royalty reporting and payments
* Responsible for other state filing requirements such as quarterly withholding and annual reconciliations
* Integrate acquisitions
* Journal entries as necessary, including accruals
* Communicates effectively with employees in areas of operations/engineering, land and management as well as purchasers
* Train and mentor less experienced team members
* Participate in firm committees, departmental matters, learning experiences, etc. that increase your commitment and capability within the firm
* Maintain effective contact with client personnel at the appropriate levels; interact with clients in a professional and competent manner; build trust-based relationships with clients
* Proactively work with client's management to gather necessary information and complete engagement procedures in a timely manner
* Join and participate in community or professional events and committees to develop relationships and networks in the community
* Assist in developing training materials and serve as an instructor in technical and professional development programs
* Prepare staff evaluation reports
* Participate in technical and professional training throughout the year
* Participate in the firm's annual performance management and goal setting process
How Will You Get Here?
* 3-5 years of experience in Energy accounting and analysis, demonstrating a progression in complexity, and scope.
* Oil & Gas Accounting Knowledge specifically Upstream/E&P experience required
* BA or Master's in accounting or financial management
* CPA or CPA eligibility preferred
* Proficiency in the use of technology and accounting programs
* Familiar with "Generally Accepted Accounting Principles (GAAP) specifically as they relate to Oil & Gas Accounting
* Familiarity with Impairment, and other industry-specific calculations
* Proficiency in Microsoft Office Excel
* Proficiency in O&G Accounting Software preferred (OGsql, Wolfepak, Quorum On-Demand Accounting)
* A positive attitude, professional appearance, and demeanor
* Ability to research and apply theory and experience to individual circumstances
* Strong organizational and time management skills; ability to plan and execute multiple engagements and projects simultaneously
* Excellent analytical skills and problem-solving ability; exhibits creativity by expressing new ideas and "thinking outside the box"; solution-minded
* Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
* Strong relationship-building capabilities; ability to work respectfully and productively with diverse individuals in a variety of roles
Why Should You Apply?
* Career Path with Growth Opportunities
* Technical & Professional Development Plans
* Comprehensive Medical, Dental, and Vision Insurance
* Health & Wellness Program
* Flexible Time Away for Exempt Team Members
* Generous PTO for Non-Exempt Team Members
* 401(k)
* Paid Parental Leave
* CPA Exam Passing Bonus & Reimbursement for Exam Fees
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-HYBIRD
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$67k-90k yearly est. 9d ago
Billing Coordinator
Whitley Penn 3.7
Fort Worth, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for a Billing Coordinator to join our team. The Billing Coordinator will play a key role in processing executive billings while ensuring accuracy, timeliness, and high-quality output. The ideal candidate is a self-starter and team player who can communicate effectively with clients and professionals at all levels. This position requires strong attention to detail and the ability to thrive in a fast-paced professional environment.
JOB DETAILS:
* Title: Billing Coordinator
* Classification: Full-time; Non-exempt
* Department: Revenue and Practice Management (RPM)
* Location: Fort Worth
* Office Expectations/Hours: In-office position; general work schedule is Monday-Friday, 8am to 5pm with overtime, as needed.
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Process executive billings accurately and meet departmental deadlines
* Reconcile billing, work-in-process (WIP), and accounts receivable
* Maintain accurate and up-to-date client records
* Draft internal and external correspondence as needed
* Support weekly and monthly reporting requirements
* Manage large projects as assigned to meet department needs
* Collaborate with team members to maintain client database
* Assist with data entry and other administrative tasks as required
How Will You Get Here?
* 3-4 years of combined billing and administrative experience
* Prior professional service billing a plus
* High degree of efficiency with Microsoft Word and Excel
* Excellent verbal and written communication skills
* Possess strong organizational skills with exceptional attention to detail and follow-through
* Strong time management skills and ability to manage multiple tasks
* Must be flexible and able to prioritize duties in response to demands of the day-to-day activities of the department
* Possess a positive attitude and outlook in a fast-paced environment
* Ability to communicate effectively with individuals at all levels of the organization
* Must be able to work independently as well as in a collaborative team environment
* Capable of maintaining strict confidentiality
* Ability to work overtime as workload requires.
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended breaks around July 4th and year end
* Generous PTO for Non-Exempt Team Members
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-ONSITE
#LI-CB1
$53k-66k yearly est. 9d ago
Front Desk Coordinator
Whitley Penn 3.7
Dallas, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for a Front Desk Coordinator to join our team in Addison. The Front Desk Coordinator performs general and administrative tasks to ensure the successful daily operations of the office. The expected hours for the position are 7:45am - 5:00pm with additional hours as required, Monday to Friday.
How We Work
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Greets clients professionally and cheerfully.
* Handle and direct calls.
* Appointment setting including conference room reservations and preparation
* Prepare all overnight packages and couriers
* Process incoming/outgoing mail and maintain postage log and supplies
* Accept deliveries from vendors
* Maintain cleanliness and neatness at the front desk and Conference rooms on a daily basis
* Assist with other administrative duties as assigned
* Any other duties as requested and needed
Working Conditions:
* The work is typically performed in an office environment, which requires normal safety precautions; work may require some physical effort in the handling of light materials, boxes or equipment.
* Regular, physical, and predictable on-site job attendance.
* Must be able to lift or move up to 30 lbs.
How Will You Get Here?
* Minimum 2 years of experience with front office/administration
* Proficiency with Microsoft Office - Word and Excel; PowerPoint is a plus.
* Must be organized with strong attention to detail.
* Ability to multitask.
* Professional appearance and demeanor with a positive attitude.
* Must be prompt, dependable and reliable
Why Should You Apply?
* Firm Paid Medical Insurance (Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* Generous PTO for Non-Exempt Team Members
* Paid Parental Leave
* 401(k)
* Discretionary Bonus Program
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-CB1
#LI-DNP
$26k-31k yearly est. 3d ago
Assistant Controller, Oil & Gas
Whitley Penn 3.7
Remote or Houston, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for an Assistant Controller to join our Oil & Gas Accounting & Consulting team. The Assistant Controller will work closely with the Energy Practice leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients. The Assistant Controller will help oversee the operations of the Oil and Gas Consulting Group in Dallas, including the design of an organizational structure adequate for achieving client goals and objectives. Advanced technical skills and well-developed management and supervisory skills are required. The Assistant Controller will be expected to develop and train associates and make associations to develop new business for the firm.
JOB DETAILS:
* Title: Assistant Controller, Oil & Gas
* Classification: Full-time; Exempt
* Department: CAAS - Energy Accounting & Consulting
* Location: Houston
* Office Expectations: Hybrid; option remote work days on Wednesdays and Fridays
How We Work
Whitley Penn has become one of the most distinguished and fastest-growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family, and each person matters. We are more than just a job.
How Will You Make an Impact?
* Work closely with the Energy practice Market Leader to develop tools, systems, and processes for Oil & Gas Upstream accounting clients.
* Assume responsibility for overseeing the operations of the Oil and Gas Accounting group, including the design of an organizational structure adequate for achieving client's goals and objectives, including supervision of associates, managing client satisfaction and planning, scheduling, and staffing, using firm policies and procedures.
* Set up and implement accounting functions/processes related to O&G Upstream accounting.
* Develop tools, systems, and processes related to O&G Upstream accounting.
* Develop comprehensive client service plans (meetings, dates, assignments, etc.) for engagements in collaboration with the team
* Identify and research technical issues to assure compliance with relevant rules, guidelines, and standards
* Ensure that processes are conducted, and deliverables are prepared in accordance with professional and firm standards.
* Participate in firm committees, departmental matters, learning experiences, etc.; contribute actively to changes in policies, processes, or procedures, using what you have experienced and learned to ensure improvement.
* Monitor engagement team and client relationships; remove barriers and help resolve conflicts that could interfere with results or relationships.
* Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems and make recommendations for business and process improvements
* Own and monitor client relationships over the entire engagement process; communicate the progress of engagements, problems, and resolutions to client
* Monitor budgets by periodically reviewing WIP in Practice Manager and address overages in a timely manner.
* Prepare invoices to clients, communicate details of fees to clients, and assist in the collection of overdue accounts
* Participate in the firm's practice development efforts by involving yourself in the local business community and participating in proposal opportunities; which may include making presentations
* Provide on-the-job training for associates; review work of associates and senior associates
* Participate in the firm's performance management process by giving specific, actionable, and timely feedback to team members and completing performance evaluations, providing direction and coaching to team members, and contributing to decisions regarding individual readiness for promotion.
* Develop coaching and managerial skills to enhance the development and growth of others
* Build specific and challenging developmental plans for all team members; monitor and document results
* Work to develop responsible trained staff by assisting in retention, developing training material and acting as an instructor in professional development programs
* Participate in technical and professional training throughout the year
* Participate in the firm's annual performance management and goal-setting process
How Will You Get Here?
* 8+ years of experience in Oil & Gas accounting and analysis, primarily with Upstream/E&P, demonstrating a progression in complexity, scope, and number of engagement assignments
* Experience with setting up accounting functions/process as well as implementation acumen
* Experience with Ogsys accounting software (consists of OGsql and OGpro), and/or WolfePak.
* BA or Master's in accounting
* APA preferred
* Proven practice development ability
* Proficiency in the use of technology and accounting programs
* Extensive knowledge of Generally Accepted Accounting Principles, specifically as they relate to Oil & Gas upstream/E&P accounting, and a basic knowledge of federal & state Oil & Gas reporting requirements with the ability to research and apply theory and experience to individual circumstances
* A professional appearance, demeanor, and positive attitude
* Strong organizational and time management skills; ability to manage multiple engagements and projects, simultaneously
* Ability to analyze problems and recommend solutions
* Ability to assess, analyze and manage risk using appropriate frameworks, professional judgment, and skepticism
* Excellent communication skills, both orally and in writing; actively listens and clearly communicates ideas and information
* Ability to lead and work respectfully and productively with diverse individuals in a variety of roles
* Well-developed management and supervisory skills
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended break around July 4th and year end
* 25 days PTO
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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$68k-86k yearly est. 9d ago
Public Sector (Government / Not-for-Profit) Audit Associate
Whitley Penn 3.7
Houston, TX job
How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Participate on projects and engagements, where you will grow your accounting and business knowledge and learn the firm's audit engagement process
* Perform external audit procedures on financial statements and internal controls
* Identify, measure, and analyze data
* Learn to communicate, build relationships, and proactively work with clients to gather information needed to conduct assignments in an organized and efficient way
* Learn how engagement budgets connect to firm financial results and how to manage your personal billable hours to engagement budgets
* Develop knowledge of the firm, including its professional capabilities and our client service philosophy
* Participate in community organizations/events through volunteer and networking opportunities
How Will You Get Here?
* 1 - 3 years of public accounting external audit experience, preferably public sector
* Bachelor's degree in Accounting; Master's degree preferred
* CPA certification or CPA eligibility with certification in progress
* Preferred knowledge of Generally Accepted Governmental Auditing Standards
* Preferred knowledge of GASB Basic Financial Statements for State and Local Governments
* Preferred knowledge of risk assessment in the governmental accounting environment
* Excellent written and verbal communication skills
* Must be highly dedicated with a positive attitude and a team player who takes initiative and has an eagerness to learn and acquire new skills and knowledge
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, including extended breaks around July 4th and year-end
* 20 days PTO
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability, or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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$53k-61k yearly est. 9d ago
IT Support Staff
Whitley Penn 3.7
Dallas, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for a Level 2 Support Staff to join our Information Technology (IT) team. The IT Support Staff provides firm wide support to all users with a focus on customer service. Primary responsibilities include, but are not restricted to, technical support tickets, service requests, preventive maintenance, PC configuration and deployment, application support, process improvement and user training. The successful candidate will be an energetic self-starter that values integrity, reliability and has a passion for excellence.
Job Details:
* Title: IT Support Staff
* Classification: Full-time; Exempt
* Department: Information Technology
* Location: Dallas/Plano
* Office Expectations/Hours: 8am - 5pm; This is an in-office position; on call rotation and some travel will be required.
How We Work
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
The IT Support Staff provides firm wide support to all users with a focus on customer service. Primary responsibilities include, but are not restricted to, technical support tickets, service requests, preventive maintenance, PC configuration and deployment, application support, process improvement and user training. The successful candidate will be an energetic self-starter that values integrity, reliability and has a passion for excellence.
How Will You Make an Impact?
* Receive and respond to client support tickets and service requests utilizing and demonstrating excellent customer service skills.
* Undertake initial diagnostics of ticket, incident or received service request, use available tools (knowledge management, remote control & incident management applications), and resolve as many contacts as possible on first contact.
* Review assigned incident or request and resolve by using appropriate supports tools.
* Accurately record and classify all incoming incidents with the appropriate priority, category, and incident summary details. Attach emails, attachments or any other communication provided by the client.
* Follow all Service Desk processes and work instructions regarding the handling of all customers and incidents.
* Follow Service Desk processes and procedures to resolve al incidents and requests.
* Proactively flag incidents where no knowledge solution exists and work to find solution and create knowledgebase article.
* Meet or exceed the service level defined when responding to incoming incidents and request.
* Be a point of escalation for other team members in a timely manner.
* Complete ownership of issues and problems and support from end to end; coordination of multiple teams and support personnel to resolve an incident.
* Take complete ownership of reported or assigned problems, including partnering with other IT resolver groups to resolve.
How Will You Get Here?
* Associate or bachelor's degree in information technology or related technical area preferred.
* Experience with Microsoft SCCM, Autopilot, or Intune.
* Experience with Microsoft 365 E3 or E5.
* CompTIA A+ preferred.
* ITIL Certification preferred.
* Specialized licenses or certifications a plus.
* 10+ years of experience with Windows and MS Office in various versions.
* 7+ years of IT technical support or helpdesk experience.
* 2+ years as systems or application administrator is a plus.
* Experience with FreshService is desired but not required.
* Experience with applications from Thomson or WoltersKluwer is desired.
* Excellent time and problem management skills.
* Ability to work independently and productively with limited supervision.
* Flexible, well-motivated, team player, ability to work under pressure with a professional demeanor.
* Ability to research, document and share solutions from a variety of sources.
* Effective communication (verbal and written) and customer service skills.
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
#LI-CB1
#LI-DNP
$26k-30k yearly est. 52d ago
Tax Internship - Winter 2027
Holthouse Carlin & Van Trigt LLP 4.3
Fort Worth, TX job
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
This role requires candidates to be available to work 40 hours a week Monday through Friday from early January through Mid-April. In-office days are Monday, Tuesday and Thursday.
As an Intern in our Tax service line, you will be responsible for the following:
* Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
* Complete a variety of projects within engagement timeline and budget guidelines
* Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients
* Perform self-review of work
* Perform tax technical research assigned by supervisors
* Develop strong relationships with firm professionals
* Participate in firm training and activities
* Work with your buddy and performance manager on professional development of both technical and soft skills.
To be successful, these are the skills, qualities and experience you will need:
* On track to completing a bachelor's degree in accounting or a master's degree in accounting or taxation between May 2027 - June 2028
* Available to work 40 hours a week Monday through Friday from early January through Mid-April
* In-office days are Monday, Tuesday and Thursday
* Minimum overall and accounting GPAs of 3.0
* Active membership in Beta Alpha Psi or another campus accounting or related organization is a plus
* Strong technical aptitude and demonstrate effective verbal and written communication skills
* Exhibit leadership skills that demonstrate strong judgement, problem-solving, and decision-making abilities
* Able to learn in a fast paced environment and receptive to feedback and coaching
* Ability to multi-task, prioritize responsibilities, and take initiative on projects
* High attention to detail
* A positive attitude and is a team player mentality with a can-do spirit
How to Apply:
* Select the job posting you're most interested in and submit an application - **************************
* Required documents - Resume, Unofficial Transcripts, Completed Application
* Note - HCVT is unable to sponsor the work authorization of candidates.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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#LI-Hybrid
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The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$53k-74k yearly est. 60d+ ago
Strategic Finance Operations Manager
Elliott Group 3.7
Houston, TX job
Overview & Responsibilities
PURPOSE OF THE JOB:
The Strategic Finance Operations Manager will serve as a dynamic leader and strategic partner to the CFO, driving transformative change, operational excellence, and cross-functional alignment across the global finance organization. This role demands a visionary leader who can architect and execute a finance transformation roadmap, spearhead high-impact initiatives and inspire teams to achieve ambitious goals. Blending strategic foresight, analytical rigor, and exceptional leadership, the Strategic Finance Operations Manager will shape the future of the finance function and deliver measurable value to the organization.
Please note this is a hybrid role and the selected candidate will be expected to work 3 days in the office / 2 days remote.
SPECIFIC JOB RESPONSIBILITIES / COMPETENCIES:
Lead the development and execution of the finance transformation roadmap aligning global finance teams to strategic priorities and driving measurable outcomes.
Orchestrate the CFO's strategic agenda, chairing leadership meetings, steering committees, and transformation forums to ensure alignment and accountability.
Craft compelling, executive-level communications, dashboards, and visualization to drive informed decision-making and stakeholder engagement.
Oversee the design and management of the finance team's SharePoint intranet site, ensuring it serves as a robust platform for collaboration and knowledge sharing.
Direct project management and milestone tracking for critical finance initiatives, including ERP implementations, process automation, and audit remediation.
Drive department-level budgeting, resource allocation, and scenario analysis to optimize financial performance and support strategic objectives.
Proactively identify risks, bottlenecks, and opportunities, implementing innovative solutions to accelerate transformation workstreams.
Cultivate a high-performance culture within the finance organization, championing curiosity, accountability, and continuous improvement.
BACKGROUND & EXPERIENCE:
Proven leadership in finance transformation, financial planning & analysis (FP&A), or strategic operations, with a track record of delivering large-scale change.
10 years of progressive finance/accounting experience
Bachelor's Degree in Finance, Business, or a related field; advanced degree (MBA, CPA, or equivalent) strongly preferred.
Advanced analytical and visualization expertise, with proficiency in Excel, Power BI, Tableau, or similar tools.
Exceptional communication and influence skills, with the ability to inspire and align diverse stakeholders, including senior executives.
Deep experience with ERP systems (e.g., Oracle, SAP) and project management tools, coupled with a strategic mind set for process optimization.
Demonstrated ability to lead through ambiguity, galvanize cross-functional teams, and deliver transformative outcomes
PREFERRED SKILLS:
Experience leading complex, organization-wide transformation programs or change management initiatives.
Expertise in SharePoint development and intranet site optimization for team collaboration.
Strategic vision and a proven ability to drive innovation in fast-paced, dynamic environments.
Equal Employment Opportunity
Ebara Elliott Energy is an equal employment opportunity/affirmative action employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by the federal, state or local laws of the United States. Applicants and employees are protected under U.S. federal law from discrimination. To learn more,
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No agency submissions please. NOTE: Resumes submitted to any Ebara Elliott Energy employee without a current, signed and valid contract in place with the Ebara Elliott Energy recruiting team will become the property of Ebara Elliott Energy and no search fees will be paid.
$70k-89k yearly est. Auto-Apply 9d ago
Accounting Associate - Oil and Gas
Whitley Penn 3.7
Dallas, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for an Associate to join our Energy team. The Associate is expected to demonstrate a basic knowledge of Generally Accepted Accounting Principles specifically related to Oil & Gas Accounting, with the ability to appropriately apply them to conduct outsourced accounting functions and special projects, under the supervision of various professionals. Assignments may include monitoring accounts pay able and receivable, participating in monthly, quarterly and yearly accounting cycles, preparing monthly financial statements, and conducting monthly revenue related tasks.
How We Work:
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Participate on client engagements where you will develop an understanding of the entire engagement process and gain real-world accounting and business knowledge
* Monitor accounts payable and accounts receivable
* Prepare daily receipts, monthly revenue intake sheets, spreadsheets files and inter-company reports
* Monitor and ensure that all monthly transactions are accurately recorded
* Participate in monthly, quarterly and yearly accounting cycles and prepare monthly financial statements
* Coordinate JIB, revenue and other monthly accounting processes
* Perform monthly revenue related tasks and analysis, including monthly revenue close process and reconciliations related to deferred revenue accounts
* Support external audit activities
* Identify, measure and analyze data
* Learn to communicate and proactively work with clients to build trust-based relationships and gather information needed to conduct assignments in an organized and efficient way
* Learn how engagement budgets connect to firm financial results and how to manage your personal billable hours to engagement budgets
* Develop knowledge of the firm, including its professional capabilities
* Participate in community organizations/events through volunteer and networking opportunities
* Participate in professional development and training sessions throughout the year
* Participate in the firm's annual performance management and goal setting process
How Will You Get Here?
* 1-2 years of experience in Oil & Gas accounting and analysis, demonstrating a progression in complexity, scope and number of engagement assignments.
* BA or Master's in accounting or financial management.
* CPA or CPA eligibility preferred
* Basic knowledge of Generally Accepted Accounting Principles and Generally Accepted Auditing Standards, specifically related to Oil & Gas Accounting
* Familiarity with ARO, Depletion, Impairment and other industry specific calculations
* Proficiency in Microsoft Office Excel
* Proficiency in WolfePak and/or Ogsys accounting software
* A positive attitude
* A professional appearance and demeanor
* An eagerness to learn and acquire new skills and knowledge
* Excellent analytical and problem solving skills
* A strong work ethic, strong time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated
* Organizational skills and ability to multi-task
* Strong communication skills, both orally and in writing
* Ability to work respectfully and productively with diverse individuals in a variety of roles
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended summer & winter breaks
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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$52k-67k yearly est. 9d ago
Learning & Operational Development Manager
Whitley Penn 3.7
Houston, TX job
JOB DETAILS: * Title: Learning & Organizational Development Manager * Classification: Full-time; Exempt (3 days/week min. in office); ~25% travel How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Work closely with Director of Learning & Organizational Development to build a learning and development strategy that drives improved performance and has a positive impact on the firm
* Work with subject matter experts and leaders from the business to design and develop effective learning solutions that improve the performance and business results of the target audience, including instructor-led, virtual, eLearning, coaching, OJT, and/or blended delivery.
* Use artificial intelligence where appropriate to increase effectiveness and efficiency in developing and delivering learning and organizational development solutions.
* Facilitate in-person and virtual learning solutions across the firm on business-specific topics, professional and leadership development
* Manage, maintain, and continually improve multiple learning and organizational development programs
* Set up and maintain courses and learning plans within the LMS ensuring they support the learning objectives of the target audiences.
* Leverage LMS reporting functionality to provide data and insights that help determine the effectiveness of learning programs and overall strategy.
* Support planning, coordination, communications, and logistics for virtual and live training programs.
How Will You Get Here?
* 3+ years of live and virtual training delivery/facilitation
* 3+ years of instructional design experience creating and maintaining learning and organizational development solutions
* 2+ years' experience using Articulate or similar eLearning creation software and learning management systems.
* Bachelor's degree in Instructional Design, Organizational Development, Business, or related field.
* Instructional Design certification preferred.
* Facilitation certification preferred.
* Knowledge of current/emerging adult learning theories, instructional design, learning technology, and development practices
* Experience with measuring effectiveness of learning and OD solutions
* Experience in applying artificial intelligence (AI) to learning solutions a plus
* Experience in a public accounting or other professional services firm a plus
* Experience with LCvista a plus
* Experience with Articulate or other eLearning tools
* Experience with Microsoft Office Suite
* Experience building and maintaining strong relationships with business partners
* A strong work ethic, time management skills and the ability to meet deadlines in a fast-paced environment; responsible and self-motivated
* Solid organizational skills and attention to detail.
* Strong communication skills, both oral and written.
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended breaks around July 4th and year end
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
$67k-83k yearly est. 3d ago
Deal Advisory Services Senior Associate
Whitley Penn 3.7
Houston, TX job
JOB DETAILS: * Title: Deal Advisory Services Senior Associate * Classification: Full-time; Exempt * Department: Deal Advisory Services * Office expectations: Monday - Thursday in office; remote on Fridays if desired
How We Work
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers
* Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
* Prepare/evaluate pro forma financial information
* Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
* Evaluate effects of seasonality and cyclicality on cash flow requirements
* Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company
* Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
* Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
* Grow skills to reinforce relationships with current and prospective clients of the firm
How Will You Get Here?
* Bachelor's degree in Accounting required; Master's degree preferred
* CPA license or CPA eligibility preferred
* 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
* Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
* Ability to independently manage multiple projects and act autonomously while being a team player
* Capable of independently performing research of industries, markets, economies, etc.
* Excellent written and verbal communication skills
* Strong time management skills and ability to meet deadlines in a fast-paced environment
* Proficiency with Microsoft Office, primarily Excel
* Willingness and ability to travel when necessary
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended breaks around July 4th and year end
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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$68k-80k yearly est. 9d ago
Bookkeeper / Accounting Assistant
Holthouse Carlin & Van Trigt LLP 4.3
Fort Worth, TX job
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you!
Join the HCVT FT. Worth Team!
As part of the HCVT Fort Worth team, you will work in a fast-paced environment, with a tax practice that is focused on serving clientele in the Alternative Investment Management industries. Our culture is all about collaboration, teamwork, giving back to our communities, partner access and accountability. We maintain a strong focus on providing exceptional client service, resulting in long lasting client relationships in which our teams are viewed as integral pieces of our clients' businesses.
As a Bookkeeper / Accounting Assistant in our Accounting Advisory service line, this position will be involved with the following aspects:
* Compiling and reconciling data - Create new and modify existing, often complex spreadsheets
* Reading and translating reports
* Financial Statements
* Bank Reconciliations
* G/L & JE's
To be successful, these are the skills and experience you will need:
* Minimum of 2+ years work experience
* College degree is preferred but not required
* Proficiency in Microsoft Word and Outlook
* Very strong knowledge of Microsoft Excel
* Excellent written and verbal communication skills
* Strong analytical skills
* High attention to detail and accuracy
* A positive attitude and a team player mentality with a can-do spirit
* Client-centric approach and willing to go the extra mile to meet deadlines
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
* Visit the Benefits section to learn more
The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$41k-48k yearly est. 34d ago
Senior Accountant
Holthouse Carlin & Van Trigt LLP 4.3
Pasadena, TX job
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
As a Senior Accountant within our dynamic Business Management group, you will be at the forefront of our mission to protect assets, preserve value, and foster growth for our diverse clientele. You will be pivotal in providing personalized, concierge-level service tailored to the unique needs of each client.
As a Senior Accountant in our Business Management group, your main responsibilities will include, but are not limited to, the following:
* Prepare Financial Reports: Compile and present comprehensive financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings.
* Maintain Financial Records: Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting.
* General Ledger Reconciliations: Perform GL account reconciliations and analysis to resolve discrepancies as needed and record intercompany transactions.
* Manage Financial Operations: Manage accounts receivable, payable, commission payments, and payroll operations with precision and efficiency including month end closeouts.
* Manage Client Transactions: Record, categorize, and reconcile client bank and credit card statements.
* Monitor Cash Flow: Manage and monitor cash receipts and cash balances.
* Prepare Client Reports: Prepare and review complex client statements and reports, ensuring they meet high-quality standards.
* Deliver Exceptional Client Service: Prepare comprehensive client meeting packages, equipping our team with necessary insights for productive discussions.
* Provide Accounting Support: Address general accounting inquiries and tackle more complex accounting tasks, escalating when necessary.
* Support Team Development: Support junior team members in understanding client-related processes and accounting matters, sharing your expertise to foster their professional growth.
* Ad Hoc Projects: Be prepared to tackle projects as needed, demonstrating flexibility and adaptability to meet evolving business needs.
To be successful, these are the skills and experience you will need:
* Bachelor's degree in accounting required
* Active CPA license or working toward CPA license preferred
* 5+ years of experience in corporate accounting
* Experience with AgilLink and QuickBooks/QBO a plus
* Ability to pay attention to details, follow directions, communicate effectively, and work in a team environment
* Thorough understanding of the general ledger, intercompany transactions, AP/AR, payroll, bank reconciliations, financial statements and supporting lead schedules
* Self-motivated and demonstrated ability to work independently with minimal supervision
* Strong computer skills, i.e. Excel, Outlook
* Efficient time management skills with a proven ability to consistently meet deadlines
* Capacity to effectively prioritize multiple urgent projects while simultaneously maintaining transparent and consistent communication with managers
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
* Visit the Benefits section to learn more
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $75,000 to $85,000 plus overtime.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$75k-85k yearly 60d+ ago
Tax Manager / Senior Manager
Holthouse Carlin & Van Trigt LLP 4.3
Fort Worth, TX job
Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you!
As a Manager in our Tax service line, you will be responsible for but not limited to the following:
* Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities
* Knowledgeable in the area of private equity or real estate
* Licensed CPA or JD
* Big 4 or equivalent law firm experience preferred
* Research complex tax issues
* Ensures quality of work product
* Monitors work-flow
* Coaches/mentors individual team members
* Develops business with both existing and new clients
* Develops and maintains strong client relationships with client personnel and prospective clients
* Works closely with clients to advise on income tax issues and related tax planning
* Attend applicable trainings and/or conferences either in-town or out-of-town
* Other projects assigned by a supervisory figure
* Management responsibilities also include firm administrative functions and initiatives such as client billings
To be successful, these are the skills, qualities and experience you will need:
* Undergraduate degree; Master's degree a plus
* CPA certificate
* A minimum of 5 years of relevant experience
* Ability to identify and propose resolutions to complex income tax issues
* Demonstrated advanced project management skills
* Ability to utilize firm technology to enhance client service
* Excellent research skills
* Excellent written and verbal communication skills
* Ability to articulate complex tax matters in "business" language
* Ability to integrate and team with others
* Thorough understanding of both accounting and income tax compliance issues associated with private equity
* Ability to work effectively in a demanding, fast-paced and complex environment
* Strong team player with emphasis on the continued growth and development of team members
* Excellent analytical skills and judgment
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
* Visit the Benefits section to learn more
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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#LI-Hybrid
The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
$71k-95k yearly est. 25d ago
Deal Advisory Services Senior Associate
Whitley Penn 3.7
Fort Worth, TX job
JOB DETAILS: * Title: Deal Advisory Services Senior Associate * Classification: Full-time; Exempt * Department: Deal Advisory Services * Office expectations: Monday - Thursday in office; remote on Fridays if desired
How We Work
Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
* Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers
* Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
* Prepare/evaluate pro forma financial information
* Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
* Evaluate effects of seasonality and cyclicality on cash flow requirements
* Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company
* Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
* Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
* Grow skills to reinforce relationships with current and prospective clients of the firm
How Will You Get Here?
* Bachelor's degree in Accounting required; Master's degree preferred
* CPA license or CPA eligibility preferred
* 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
* Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
* Ability to independently manage multiple projects and act autonomously while being a team player
* Capable of independently performing research of industries, markets, economies, etc.
* Excellent written and verbal communication skills
* Strong time management skills and ability to meet deadlines in a fast-paced environment
* Proficiency with Microsoft Office, primarily Excel
* Willingness and ability to travel when necessary
Why Should You Apply?
* Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
* Voluntary Dental and Vision Insurance
* 17 Annual Firm holidays, with extended breaks around July 4th and year end
* 20 days PTO for Salaried Employees
* Paid Maternity and Parental Leave
* 401(k) with Profit Sharing
* Discretionary Bonus Program
* Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
* Health & Wellness Program
* Pet Insurance
Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: ********************************************************************** All employment is decided on the basis of qualifications, merit, and business need.
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Armstrong, Backus & Co. may also be known as or be related to Armstrong Backus and Company LLP and Armstrong, Backus & Co.