Sales and Use Tax Senior Associate or Supervisor
Weaver job in Fort Worth, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver's State and Local Tax team is looking for an Indirect (Sales/Use) Tax Senior Associate or Supervisor to join their growing team. They have in-depth, first-hand experience in a wide range of industries, and draw on experience in accounting and taxation to provide consulting services to corporate clients. They identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. State and Local Indirect Tax Senior Associates and Supervisors primarily work on complex Indirect tax audits, managed audits and recovery of tax overpayments (reverse audits). They are also responsible for preparing complex tax research projects for clients in diverse industries by thoroughly researching and analyzing a wide range of tax issues and tax implications.
To be successful in this role, the following qualifications are required:
* Bachelor's degree in Accounting or related field
* CPA candidate or you're pursing the CMI
* 2+ years of state and local tax experience in a public accounting firm, tax services firm or similar industry experience
* Experience in indirect (sales & use) tax compliance and consulting
* Familiarity with basic tax research techniques (RIA, CCH)
Additionally, the following qualifications are preferred:
* Master's degree in Accounting
* CPA or CMI
* Knowledge of managing projects including scheduling, budgeting, client correspondence and billing
* Ability to analyze raw data from ERP systems to reconcile to trial balances and tax returns
* Experience working with audits and reverse audits
* Excellent written and verbal communications skills
* Team orientation and strong interpersonal skills
Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $80,000 to $115,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.
Financial Reporting Manager
Weaver job in Fort Worth, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver's internal Finance department is looking for a Financial Reporting Manager to join our growing team! The Financial Reporting Manager will be responsible for the preparation, analysis and distribution of financial reports, ensuring accuracy and compliance with accounting standards and regulations. This role involves collaborating with various departments to gather financial data, prepare reports, and provide insights to Firm leaders to support business decision-making. Our Finance team is friendly, fun and innovative!
To be successful in this role, the following qualifications are required:
* Bachelor's degree in Finance, Accounting, Business Administration, or a related field
* 6 to 10 years of experience in financial reporting, accounting, or a related role
* Strong understanding of GAAP, IFRS, and other relevant accounting standards
* Proficiency in Microsoft Excel, PowerPoint and financial reporting software
* Excellent analytical and problem-solving skills
* Strong attention to detail and accuracy
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Strong organizational and time management skills
Additionally, the following qualifications are preferred:
* A professional accounting or finance designation such as CPA or MBA
* Experience with SEC reporting and filings
* Familiarity with financial reporting software (including Power BI) and ERP systems
* Prior experience in a public accounting firm or corporate finance environment
Weaver Benefits At Weaver, our most valuable resources is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here - Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.
Customer Account Representative
Dallas, TX job
The Customer Account Representative will help set up payment plans, document account issues, and assist with offering log term solutions to lower the amount due.
RESPONSIBILITIES:
Transponder and KTAG Support:
Creating and updating customer accounts
Assisting with account login and password issues
Managing account preferences and settings
Ordering and activating KTAG's
Troubleshooting KTAG issues
Processing lost or stolen KTAG's
Explaining toll charges and billing statements
Processing payments and resolving payment issues
Setting up and managing auto-payment options
Addressing billing disputes and discrepancies
Assisting customers with account statements
Explaining policies and fees
Processing payments and disputes
Providing information on toll rates, payment options, and locations
Offering guidance on using the DriveKS website or mobile app efficiently
Answering questions about road closures, construction, and maintenance
Assisting customers with online account management
Troubleshooting issues with the DriveKS website or mobile app
Providing guidance on using electronic payment methods
REQUIREMENTS:
Excellent phone etiquette with the ability to speak clearly and professionally
Experience with debt collections, call center work, or soft sales is a plus
Must have a friendly and positive approach to difficult situations
Ability to remain calm under pressure
Type at least 25 wpm with >85% accuracy
Public Sector (Government/Not-for-Profit) Audit Associate
Fort Worth, 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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#LI-DNP
Executive Chef
Dallas, TX job
In the heart of Knox Street, a bold new way of life is taking shape. A revolutionary destination that will transform Dallas forever, The Knox Hotel & Residences by Auberge Collection will debut in late 2026 as the city's most captivating new address. A tapestry of bold design envisioned by the internationally acclaimed Martin Brudnizki Design Studio, the hotel offers 140 artfully imagined guest rooms and suites, each layered with texture, glamour, and character. Additionally, 48 private, world-class luxury residences are brought to life by Chad Dorsey, one of the most acclaimed interior designers in Dallas. Hotel guests and residents alike drift between four distinctive dining and drinking venues, from an all-day salon and terrace to the magnetic hum of a hidden cocktail lounge and lively pool garden. The hotel will also feature a signature Wellbeing by Auberge concept, where skin-health rituals meet cutting-edge therapies in a convivial yet serene setting. One of the most highly anticipated hotel openings of 2026, The Knox is a legacy in the making.
For more information: @theknoxauberge
Job Description
Auberge Resorts Collection is seeking an exceptional and visionary Executive Chef to lead the culinary program at The Knox, an urban flagship redefining the Dallas dining landscape. Set within one of the city's most dynamic live-work-play neighborhoods, The Knox will serve as the anchor of the community. Featuring four distinctive venues-from the Champagne-forward Drawing Room & Terrace to the sultry Fringe Club. The Knox will offer a refined yet inviting, all-day dining ecosystem unlike any other in Texas.
This inaugural Executive Chef will bring a world-class culinary pedigree, impeccable leadership presence, and a creative voice that resonates with authenticity and sophistication. They will define the flavor, rhythm, and soul of The Knox, translating Auberge's epicurean, design-led, and locally inspired philosophy into memorable, high-impact dining experiences that establish The Knox as Dallas' premier culinary destination.
A strong and inspiring leader, this individual will bring the vision, discipline, and presence needed to guide a talented team and deliver excellence across every venue, balancing creativity with consistency, and artistry with performance. Their style will reflect both European finesse and fundamentals, grounded in classical technique and craftsmanship, while celebrating the warmth, approachability, and community spirit that define Texas hospitality.
PROFESSIONAL BACKGROUND
Exceptional Culinary Pedigree - Graduate of a leading culinary institution and mentored by renowned chefs, with experience spanning fine dining, luxury hotels, and lifestyle-driven restaurants.
Proven F&B Leadership - Successful track record leading acclaimed, multi-venue programs known for excellence, creativity, and operational performance..
Creative Visionary - Distinct culinary point of view with global perspective.
Texas Influence - Deep appreciation for regional ingredients, purveyors, and the culture of Texas hospitality, interpreted through a modern lens.
Public Presence and Brand Representation - A respected, confident personality who can serve as the culinary face of The Knox and Auberge. Visible in media, events, and community partnerships.
Culture Champion - Builds strong, motivated teams through respect, collaboration, and clear standards of excellence.
Operational Expertise - Skilled in menu engineering, cost control, sourcing, and kitchen systems that align creativity with business results.
LEADERSHIP COMPETENCIES
Creative Direction - Defines the culinary vision and signature identity of The Knox.
Team Building - Recruits, develops, and retains exceptional talent; fosters a culture of mentorship and craftsmanship.
Operational Excellence - Ensures consistency, efficiency, and profitability across all culinary venues.
Innovation and Agility - Anticipates trends, champions sustainability, and adapts to the dynamic Dallas market.
Guest Experience Leadership - Designs every meal and moment around generosity, authenticity, and the epicurean positioning.
RESPONSIBILITIES
Please note that this is not an exhaustive list of everything that needs to be done! Within the Auberge family, our people always find new ways to look after the business, their guests, and their team members. Within this, the key responsibilities for this position are:
Pre-Opening & Concept Development
Lead all culinary pre-opening initiatives across The Knox's venues, from kitchen design and team recruitment to menu creation and training.
Collaborate closely with Auberge's culinary leadership and property Food & Beverage Director to translate the epicurean positioning into cohesive, elevated menus.
Curate partnerships with local purveyors, farmers, and artisans who reflect our commitment to quality, sustainability, and community connection.
Establish kitchen systems, recipe libraries, and presentation standards that reflect Auberge's dedication to craftsmanship and detail.
Culinary Operations
Direct daily kitchen operations across all venues, including Drawing Room & Terrace, Main Dining Room & Leather Bar, The Fringe Club, The Pool Bar, In-Room Dining, and Private Events.
Maintain excellence in menu engineering, cost management, sourcing, and culinary execution.
Drive consistency, efficiency, and profitability while protecting the creative integrity of each outlet.
Ensure seamless collaboration between culinary, beverage, and service teams to deliver an integrated guest experience.
Programming & Community Engagement
Develop seasonal activations, tasting events, and collaborations that highlight Dallas' evolving culinary and creative scene.
Represent The Knox and Auberge at media, community, and industry events as a culinary ambassador.
Partner with Marketing and PR to build awareness and storytelling around The Knox's culinary identity.
Qualifications
Education: Graduate of a leading culinary institution or equivalent professional experience.
Experience: 10+ years of progressive culinary leadership experience, including prior Executive Chef roles in luxury hotels, private clubs, or destination restaurants.
Proven record of creating and leading multi-venue dining programs that combine artistry with operational performance.
Deep understanding of European technique and finesse, balanced by modern creativity and local sensibility.
Demonstrated ability to build and mentor high-performing culinary teams that embody Auberge's culture of gracious professionalism.
Strong financial and operational acumen, with experience in budgeting, cost control, and systems management.
Polished communicator and confident brand representative-comfortable engaging with media, guests, and partners.
Deep appreciation for community connection and approachability, ensuring the culinary experience resonates with both locals and travelers.
Additional Information
About Auberge Collection
Auberge Collection is a portfolio of extraordinary hotels, resorts, residences and private clubs. While each property is unique, all share a crafted approach to luxury and bring the soul of the locale to life through captivating design, exceptional cuisine, innovative wellbeing, and gracious yet unobtrusive service. With 30 one-of-a-kind hotels, resorts, and residences, Auberge invites guests to create unforgettable stories in some of the world's most desirable destinations.
For more information: auberge.com
Connect with Auberge Collection on Instagram, TikTok, Facebook, and LinkedIn @Auberge and #AlwaysAuberge
Director of Wellbeing
Dallas, TX job
In the heart of Knox Street, a bold new way of life is taking shape. A revolutionary destination that will transform Dallas forever, The Knox Hotel & Residences by Auberge Collection will debut in late 2026 as the city's most captivating new address. A tapestry of bold design envisioned by the internationally acclaimed Martin Brudnizki Design Studio, the hotel offers 140 artfully imagined guest rooms and suites, each layered with texture, glamour, and character. Additionally, 48 private, world-class luxury residences are brought to life by Chad Dorsey, one of the most acclaimed interior designers in Dallas. Hotel guests and residents alike drift between four distinctive dining and drinking venues, from an all-day salon and terrace to the magnetic hum of a hidden cocktail lounge and lively pool garden. The hotel will also feature a signature Wellbeing by Auberge concept, where skin-health rituals meet cutting-edge therapies in a convivial yet serene setting. One of the most highly anticipated hotel openings of 2026, The Knox is a legacy in the making.
For more information: @theknoxauberge
Job Description
Drive and lead the commercial and financial performance of the Wellbeing Department, ensuring complete viability and maximizing all opportunities and resources. Ensure the highest service standards are maintained and that the guest experience consistently exceeds expectations. Work closely with the Hotel General Manager in establishing and maintaining key business objectives, effective marketing/PR strategies, operational brand standards, guest relations, and personnel management.
KEY AREAS OF RESPONSIBILITY:
FINANCE & BUDGET MANAGEMENT
Develop an annual budget and business plan for the Wellbeing Department, in conjunction with the Hotel General Manager and VP of Wellbeing.
Take responsibility for achieving and regularly reviewing the business plan and budget.
Provide daily and monthly financial and statistical reports to the Hotel General Manager and Home Office, including performance justifications, proposals, and recommendations to optimize financial results.
Drive and monitor treatment and retail performance through KPIs, linking results with sales and marketing activities.
Review the monthly P&L, scrutinizing departmental costs to optimize profit margins without compromising quality.
Establish and maintain a cost-effective wage structure based on productivity and efficiency.
Communicate and discuss KPIs with Wellbeing Managers, ensuring these are cascaded to the operational level.
Monitor hotel KPIs closely, assessing their impact on the Wellbeing business and forecasting as necessary.
SALES & COMMERCIALITY
Collaborate with the Hotel Sales and Marketing Director to develop the Wellbeing Department's annual marketing plan.
Coordinate all promotional activities, PR efforts, and events in alignment with the marketing plan.
Integrate the Wellbeing Department effectively within the Hotel's overall marketing strategy, ensuring consistent internal and external representation.
Lead the planning and implementation of marketing activities, with support from the Hotel team.
Plan and host VIP and press events and visits.
Ensure all collateral, point-of-sale, and promotional materials reflect the quality and integrity of Auberge and the Hotel brand.
Conduct regular competitive analyses with the support of Spa Department Heads.
Work with retail consultants to ensure financial performance.
GUEST & HOTEL RELATIONS
Lead by example by providing a warm welcome to guests while striving to deliver exceptional service.
Foster relationships with guests, residents, and members by maintaining an active presence at reception and other key guest areas.
Maintain consistent guest satisfaction by collecting and reviewing guest feedback from hotel surveys, communicating insights to the team, and implementing changes or training where needed.
Handle guest complaints promptly and effectively, ensuring satisfaction and protecting revenue. Record and follow up on any grievances, liaising with the General Manager as necessary.
Hold regular meetings and build strong relationships with key hotel departments, including Front Office, Housekeeping, and Maintenance.
TEAM MEMBER ENGAGEMENT
Provide leadership, direction, and support to all Wellbeing Department employees, fostering a highly motivated team that consistently delivers service excellence.
Develop an annual training plan with Wellbeing Department Heads, ensuring all team members are trained and developed to meet business needs.
Ensure all hotel terms and conditions, policies, and procedures are followed in compliance with employment legislation.
Motivate, encourage, and guide the team while maintaining appropriate staffing levels and overseeing all facilities and activities within the department.
Monitor team procedures, including scheduling and payroll accuracy.
OPERATIONS / GENERAL
Monitor service quality, operational standards, and guest satisfaction, taking necessary action to maintain Auberge and Hotel brand standards.
Strive to achieve consistently high audit scores, addressing any issues through training or operational adjustments.
Support all Wellbeing operational areas and team members by proactively assisting guests and performing operational duties as needed.
Ensure compliance with all legislative and health department requirements, as well as operating licenses.
Attend all relevant departmental meetings and events.
Proactively review the hotel guest journey to ensure Wellbeing touchpoints are effectively executed across departments such as F&B, Rooms, and Arrivals.
Qualifications
5+ years of work experience as a Director of Spa & Wellbeing within luxury hospitality or spa setting.
Hotel opening experience.
Experience building teams to successfully launch in an urban market for a global luxury brand.
Strong aptitude in financial management, financial reports, and analysis.
Demonstrated track record of strong attention to detail and good communication skills.
Therapy background highly preferred.
Bachelor's Degree or equivalent, ideally in Hotel Management, Business or a combination of these.
Additional Information
About Auberge Collection
Auberge Collection is a portfolio of extraordinary hotels, resorts, residences and private clubs. While each property is unique, all share a crafted approach to luxury and bring the soul of the locale to life through captivating design, exceptional cuisine, innovative wellbeing, and gracious yet unobtrusive service. With 30 one-of-a-kind hotels, resorts, and residences, Auberge invites guests to create unforgettable stories in some of the world's most desirable destinations.
For more information: auberge.com
Connect with Auberge Collection on Instagram, TikTok, Facebook, and LinkedIn @Auberge and #AlwaysAuberge
Paralegal
Fort Worth, TX job
Whitley Penn, a leading CPA and consulting firm, is seeking a dedicated individual who excels at meeting deadlines and demonstrates strong attention to detail and accuracy, all while maintaining a positive attitude. The ideal candidate will be professional, adaptable, punctual, and reliable, supporting our fast-paced and detail-driven litigation support team. A paralegal degree or certificate is required.
JOB DETAILS:
* Title: Paralegal
* Classification: Full-time; Exempt
* Department: Forensic, Litigation, and Valuation Services
* Location: Fort Worth
* Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.
How We Work
Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open-door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.
How Will You Make an Impact?
* Manage a docket log with multiple deadlines for the litigation support department
* Manage incoming/outgoing correspondences with law firms to ensure deadlines are calendared and met
* Communicate with clients and law firms regarding discovery requests
* Manage appointment calendars, travel arrangements, expense reports, and assist partners with other deadlines
* Conduct new client phone screening, coordinate conference calls, and update clients and lawyers on status of cases
* Organize and maintain case files, both in paper and electronic format, ensuring files are maintained accurately and easy to access
* Coordinate with clients and attorneys to schedule meetings, assist with communications. and dispatch documents to law firms
* Prepare mediation and trial binders for partners
* Bates label documents as requested
* Proofread reports for accuracy, correct grammar/punctuation, and issue final documents/reports
* Schedule regular and special meetings; prepare and distribute agendas and pre-meeting materials, record and route minutes, and coordinate room, audio visual, and food arrangements
How Will You Get Here?
* Minimum 2+ years of litigation support experience
* Paralegal degree or certificate required
* Associate or bachelor's degree required
* Experience in accounting or finance environment is strongly preferred
* Team player with excellent interpersonal skills and good judgement
* A demonstrated aptitude for dealing with a variety of situations and people
* Ability to multitask, work at a fast pace, and meet critical deadlines
* Strong organizational skills and attention to detail
* Must possess excellent typing and grammatical skills, as well as strong analytical and demonstrated effective verbal, written, and listening skills
* High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook
* Able to quickly learn other software and database programs as needed
* Capable of maintaining strict confidentiality
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
* 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 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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#LI-CB1
#LI-DNP
Learning & Development Manager (Governance & Compliance)
Mesquite, TX job
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Manager (Governance & Compliance) to join the Learning & Development team in our Practice Management practice.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
YOUR TEAM.
The Manager of L&D Governance & Compliance will play a critical role in strengthening the operational and regulatory foundation of the firm's learning strategy. This person will own and optimize the governance, compliance, and process frameworks that enable scalable, high-quality learning experiences across all service lines and geographies.
Serving as the firm's subject-matter expert on learning governance, they will work in partnership with the L&D Operations Manager to ensure that every element of our learning ecosystem-from program intake and scheduling to quality control and accreditation-operates with consistency, integrity, and efficiency. Partnering closely within the L&D team, this individual will drive alignment between learning strategy, regulatory standards, and operational excellence.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities Include But Not Limited To
Learning Governance & Standardization
* Design, implement, and continuously refine firmwide learning governance frameworks, policies, and process documentation
* Partner with the National Director of L&D to define and monitor reporting dashboards and metrics
* Identify gaps or inefficiencies across processes, recommending and implementing improvements that streamline delivery and enhance learner experience
Compliance & Quality Assurance
* Serve as the firm's expert on Continuing Professional Education (CPE) compliance, licensing, and accreditation standards across jurisdictions and regulators
* Partner with Assurance leadership on quality control initiatives and management of mandatory training compliance
* Review and validate CPE requests, ensuring timely, accurate, and compliant credit issuance
* Maintain compliance documentation, calendars, and executive dashboards to provide transparency and support audit requirements
* Anticipate risk areas, developing proactive monitoring and remediation strategies
Knowledge & Content Governance
* Establish and maintain the knowledge management framework for all learning materials, ensuring accessibility, consistency, and version control across systems (LMS, Teams, SharePoint, etc.)
* Define naming conventions, metadata standards, and taxonomy structures for firmwide learning content
* Implement a recurring content audit and refresh process to ensure continued compliance, accuracy, and relevance
* Develop and maintain a central documentation repository (policies, workflows, templates) to promote efficiency and a single source of truth
* Collaborate with L&D program managers to ensure knowledge capture and content lifecycle governance
Operational Systems & Project Management
* Lead cross-functional projects that enhance compliance and operational capabilities-such as LMS improvements, reporting automation, or governance documentation builds
* Partner with the L&D Operations Manager to ensure systems integration and accurate data reporting
* Provide regular reporting and insights on compliance trends, process performance, and content utilization
* Serve as primary point of contact for internal stakeholders regarding governance and compliance procedures
Your Experience.
The successful candidate will have:
* Bachelor's degree required; advanced degree or certification in HR, Learning & Development, Compliance, or Project Management preferred
* 6-8+ years of progressive experience in L&D, HR, or professional services, including focuses on governance, compliance, or process improvement
* Strong understanding of NASBA standards for professional services CPE compliance requirements and accreditation standards
* Proven experience in process design, documentation, and systems integration across multiple stakeholders
* Exceptional attention to detail, organizational skill, and operational follow-through
* Strong analytical and communication skills, with the ability to translate compliance and process data into meaningful insights for leadership
* Demonstrated success working cross-functionally and influencing without direct authority
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD #IND123
Billing Coordinator
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
#LI-DNP
Wealth Market Leader
Weaver Careers job in Dallas, TX
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver Capital Advisors, LLC is seeking talented professionals to join our growing Capital Advisory team. Weaver's Capital Advisors is dedicated to delivering personalized financial solutions that provide comfort, and fostering relationships built on trust. Weaver Capital Advisors is an RIA and our services include wealth management and wealth planning.
The Wealth Market Leader works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. The Wealth Market Leader will focus on acquiring and managing relationships including ongoing planning, education, coaching, and implementing solutions to meet their clients' goals. They will foster relationships with clients to build retention and expand client relationships. They will also be responsible for identifying and developing business opportunities through existing clients, referrals, and networking. They will be responsible for mentoring staff and work closely with leadership in order to execute plans effectively.
Other Responsibilities include:
Developing and executing successful business development strategies for all markets served in order to generate significant new assets for the firm
Serving as the primary contact for wealth management clients
Building and managing an effective and efficient sales pipeline
Guiding the ongoing professional development, training, and certification of the sales and marketing teams
Recruiting additional sales team members, as needed
Helping build a positive culture of accountability and integrity
Maintaining meaningful COI relationships as a path to build effective sales channels and maintain a robust sales pipeline
To be successful in this role, the following qualifications are required:
Bachelor's degree in Business, Finance, Economics or related field
Series 65 required
Proven sales success and strong business acumen
Strong relationship management skills
Proven ability to manage, mentor and develop staff
Demonstrates independent thinking and strong decision-making skills
Ability to build, develop, maintain and transition a book of business with little supervision
Excellent work references and proven record of consistent, successful achievement of sales goals
Excellent interpersonal and presentations skills
High emotional intelligence, outstanding integrity, and exceptional work ethic
Maintain positive attitude and willingness to adapt to a rapidly changing environment
Ability to handle multiple projects simultaneously while maintaining confidentiality of all client matters
Assist in the creation, delivery, and execution of complex financial plans
Additionally, the following qualifications are preferred:
Master's degree in Business Administration
Texas General Insurance license preferred
CFP, CFA, CAIA, and/or CPWA preferred
Experience working with high-net-worth clients strongly preferred
Alternative investment experience
Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here - Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is
Employee Referral Program
eligible.
Early Talent/Campus Recruiter
Plano, TX job
Whitley Penn, a leading CPA and Consulting firm, is looking for an Early Talent Recruiter to join our team in the Dallas/Plano area! In this highly collaborative role, you will drive the campus recruitment strategy to attract top talent for internships and entry-level staff positions for the Firm's offices. As the industry expert, you will partner with key campus contacts to communicate the Whitley Penn brand, work with internal leaders to identify process improvement opportunities, lead the efforts in executing a best-in-class recruitment plan, and identify new and innovative ways to attract and recruit talent.
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.
The Early Talent Team is responsible for identifying, cultivating, and recruiting candidates for internships and entry-level positions; screening, evaluating and making hiring recommendations; and building positive relationships with candidates to help them successfully integrate into the culture of Whitley Penn. The Early Talent Team serves as brand ambassadors and build relationships with communities, college and universities and other referral sources. Through strategic recruiting events and internship programs, the Early Talent Team communicates the professional opportunities, culture and values of the firm while supporting the firm's goals for growth.
How Will You Make an Impact?
* Analyze, develop and own the recruiting strategy for targeted schools, including building strategic recruiting plans with an emphasis on utilizing technology.
* Manage the full cycle campus recruiting process: early identification strategies, maintaining job postings, screening and interviewing candidates, managing the offer process and building relationships with talent pipeline.
* Build and maintain meaningful relationships with faculty, department leadership, professional and alumni organizations, and other key campus contacts.
* Build trusting and collaborative relationships with hiring managers, market leaders and recruitment teams.
* Serve as the industry expert for your territory - coach, train and prepare team members for campus events, interviews and presentations.
* Track metrics for all recruiting activities and proactively provide data-driven solutions.
* Actively participate and contribute to process improvement strategies, projects and initiatives.
* Stay up-to-date on campus recruiting trends, new sourcing tools, best practices, and how the team can best utilize these recruiting and networking tools.
* Support the Early Talent Associate Director in developing and communicating the policies, best practices and strategies of the team.
How Will You Get Here?
* Bachelor's Degree from accredited college or university
* 2 to 3 years Early Talent/Campus Recruiting experience
* Prior event planning experience
* Familiar with using an applicant tracking system
* Relationship Building Skills - ability to manage relationships among assigned campuses, offices, candidates and pipeline
* Strong organizational skills and attention to detail
* High energy and collaborative mindset
* Creative thinker and problem solver; not afraid to step outside of your comfort zone
* Adaptable - willing to try new things & open to change
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
* 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.
#LI-HYBRID
#LI-CB1
#LI-DNP
Transaction Advisory Services - Senior Manager
Dallas, TX job
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services practice in our Dallas office!
YOUR TEAM.
This position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and supports clients across a wide range of industries. As a member of this team, you'll not only have the opportunity to interact with clients but also to interact with team members across all levels within the practice.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
* Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare
* Coordinate with team and management regarding client expectations concerning project deliverables and deadlines
* Effectively write and communicate engagement reports and deliverables to client management
* Coach and mentor staff
Your Experience.
The successful candidate will have:
* Bachelor's degree in Accountancy, Finance, or related field
* Strong Excel and PowerPoint skills
* CPA and other relevant professional certifications preferred
* Strong current knowledge of US GAAP, GAAS, SEC Reporting, transaction advisory services, or mergers and acquisitions
* 8+ plus years of transaction advisory experience within various industries
* Ability to work additional hours as needed and travel out-of-town to clients as required
* Excellent analytical, problem-solving, and root cause determination skills
* Strong written and verbal communication and presentation skills
* Strong project management with the ability to work on multiple projects simultaneously in a team-oriented environment
* Action-oriented, decisive approach to work required, with the willingness to take a hands-on role to ensure the deliverables are met on time
In addition, please take a moment to review our Universal Job Standards.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#GD
Accounting Associate - Oil and Gas
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.
Governance, Risk, and Compliance Senior Associate or Supervisor
Weaver job in Fort Worth, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for a senior associate or a supervisor to join our team in the Governance, Risk, and Compliance (GRC) department. Our GRC team works with our clients to make a more risk-aware, effective organization that can deliver transformational business change and meet regulatory compliance requirements with a focus on IT functions in this role. Our GRC Services include Sarbanes-Oxley (SOX) Compliance Monitoring, SOC Reporting, FDICIA and FFIEC compliance audits, and Internal Audits. Weaver's GRC - IT team focuses on assisting the Information Technology/Information Security functions within organizations, while specializing in industry knowledge and is a high-performing, dynamic team with great growth and results.
A Supervisor in the attest specialization team is responsible for assisting with the execution of various engagements (primarily SOC 1 and SOC 2 examinations) and engagement objectives within assigned areas. The ideal candidate is a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
To be successful in this role, the following qualifications are required:
* Bachelor's degree in Accounting, Management Information Systems, Computer Science, or related field
* 4-6+ years of experience in public accounting
* familiarity with SSAE standards, SOC guides, GAAP, and IIA standards
* understanding of SOC Reporting guidance and Sarbanes Oxley Section 404 and the role that IT plays in compliance
* understanding of IT general controls, applications, system infrastructure, network layer, and security configurations
* understanding of financial reporting processes including accounts receivable, cash management, revenue recognition, IT departments, loans/claims management
* Experience supervising Associates and Senior Associates
*
Additionally, the following qualifications are preferred:
* Master's degree or further certifications/education in information systems is preferred
* CISA or CISSP candidate or certifications are preferred, CPA and/or CIA are also beneficial
* Awareness and knowledge of SOC, COBIT, COSO, ISO, NIST and related standards
* Experience with GRC tools including Fieldguide, AuditBoard, wDesk, Drata, Vanta, SecureFrame, Anecdotes or equivalent
Compensation and Benefits: At Weaver, our most valuable resources is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role.
Legal Administrative Assistant
Fort Worth, TX job
Whitley Penn, a leading CPA and Consulting firm, is seeking an intelligent, upbeat and tireless individual who can not only meet and exceed important deadlines but will also exhibit a high degree of accuracy and quality in the tasks assigned while maintaining a positive attitude. The ideal candidate must be professional, flexible, punctual, and dependable in order to accommodate busy and detail-oriented executives and staff. This position is working with the Forensic, Litigation, and Valuation Services team.
JOB DETAILS:
* Title: Legal Administrative Assistant
* Classification: Full-time; Exempt
* Department: Forensic, Litigation, and Valuation Services
* Location: Fort Worth
* Office Expectations/Hours: Fully in-office position; general work schedule is Monday - Friday, 8 hours/day between 8am to 5pm with overtime, as needed.
How We Work
Whitley Penn is one of the most distinguished and fastest growing public accounting firms in Texas. We promote collaboration, open-door policy, and encourage entrepreneurial thinking. Employees learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together.
How Will You Make an Impact?
* Scan paper documents to be electronically filed.
* Conserve executive and staff time by managing incoming/outgoing correspondence, busy appointment calendars, travel arrangements, expense reports, and assisting with presentations.
* Answer/screen incoming phone calls, coordinating conference calls, and receiving visitors as required.
* Type, edit, copy, and process correspondences, reports, and financial information. Proofread for accuracy, correct grammar/punctuation and issue final documents/reports.
* Schedule regularly and special meetings; prepare and distribute agendas, pre-meeting materials, record and route minutes as well as coordinate room, audio visual, and food arrangements.
How Will You Get Here?
* Minimum 2+ years of general clerical/administrative assistance experience and supporting multiple executives and staff.
* Experience in accounting or legal environment is strongly preferred.
* Team player with excellent interpersonal skills and good judgement.
* A demonstrated aptitude for dealing with a variety of situations and people I a professional yet personal manner is required.
* Ability to multitask, work at a fast pace, and meet critical deadlines.
* Strong organizational skills and attention to detail.
* Must possess excellent typing and grammatical skills. Strong analytical and demonstrated effective verbal, written, and listening skills.
* High degree of proficiency with business and communications software including Adobe Acrobat, Word, Excel, PowerPoint, and Outlook.
* Able to quickly learn other software and database programs as needed.
* Capable of maintaining strict confidentiality.
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
* 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 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
IT Support Staff
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
Sales and Use Tax Senior Manager
Weaver Careers job in Dallas, TX
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver seeks a State and Local Tax (SALT) Senior Manager to help lead the Sales & Use (Indirect) Tax division of our SALT practice. The Sales and Use Tax Senior Manager will work on multiple complex tax engagements and will lead the delivery of innovative sales and use tax planning ideas for our diverse clients. The Senior Manager will be knowledgeable of tax law changes in the various states and provide written communications on key issues and changes to the firm and our clients. Weaver's Sales and Use Tax Senior Managers are tasked with developing our Associates, Senior Associates and Managers in tax technical and client facing skillsets.
To be successful in this role, the following qualifications are required:
Bachelor's degree in Accounting or related field
CPA,CMI or JD
7 + years of state and local tax experience in a public accounting firm with a focus on indirect (sales & use) tax compliance and consulting
Proven ability to manage, mentor and develop staff and managers
Additionally, the following qualifications are preferred:
Master's degree in Accounting or related field
Strong relationship management and practice development skills
Ability to attract and service new clients and expand services to existing clients
Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $141,000 to $230,000 in the California and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by:
L
eaning into the experience of exploring new ideas for each individual's growth as a leader.
E
ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.
A
dapting to the transformation that takes place as a result of participating in the program.
D
eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is
Employee Referral Program
eligible.
Tax Senior Associate - [Financial Services]
Dallas, TX job
As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!
CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.
We currently have an exciting career opportunity for a Tax Senior Associate to join our Financial Services Tax team located in our Dallas, TX.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.
YOUR TEAM.
As part of the Financial Services team, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.
WHY COHNREZNICK?
At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.
We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities
Responsibilities include but not limited to:
* Research tax issues and filing requirements that affect tax compliance.
* Review tax returns (1065 & 1120) and ensure accuracy and completeness.
* Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.
* Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
* Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
* Provide regular performance feedback as well as deliver timely performance evaluations.
* Develop subordinates' technical and industry skills and encourage growth.
Your Experience.
The successful candidate will have:
* Bachelor's Degree required, Master's in Accounting/Taxation preferred
* CPA, JD or EA preferred
* Minimum 3-5 years tax experience in a public accounting firm
* Financial Services Industry experience required (Hedge Fund and/or Private Equity)
* Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
* Strong tax research and writing skills
* Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook
* Preferred competence with tax compliance and research software to include GoSystems, CCH Axcess, CCH, RIA
* Solid project management and organizational skills with a demonstrated ability to multi-task.
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firm
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters .
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.
#GD
Front Desk Coordinator
Weaver Careers job in Fort Worth, TX
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for a Front Desk Coordinator to join our growing team. The Front Desk Coordinator will provide administrative and facilities support at the highest level to all staff in Fort Worth to ensure the needs of internal and external clients are met. We are looking for someone who is professional, punctual, a team player, and has excellent communication skills. This role will consist of working full time in the office Monday through Friday 8:00 AM to 5:00 PM.
The responsibilities of the Front Desk Coordinator include distributing incoming mail and preparing outgoing mail, printing, filing, budgeting/finance duties, as well as coding, reconciling and submitting invoices. This individual will do data entry and time and expenses for Operations staff in designated location, and set up and clean up conference/training rooms as needed. They will also order office supplies, furniture, or equipment and act as a liaison with local building property management for parking, emergency procedures, and deliveries. This individual will ensure effective phone and desk coverage, and administrative duties are completed at the front desk. They will assist in arranging reservation of conference rooms and visitor hoteling space.
To be successful in this role, the following qualifications are required:
High School Diploma or equivalent
3+ years administrative experience
Punctuality and dependability
Strong customer service skills
Excellent written and oral communication skills
Team orientation and strong interpersonal skills
Exceptional organizational skills and ability to multi-task and take direction
Professional appearance and manner
Well-developed interpersonal and communication skills
Beginner level in Microsoft Word, Excel, and Outlook
Weaver Benefits
At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here - Weaver benefits. We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is
employee referral program
eligible.
Governance, Risk, and Compliance Manager
Weaver Careers job in Dallas, TX
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for a Governance, Risk, and Compliance (GRC) Manager to join our growing firm. This role will primarily focus on internal audit-related work and will be responsible for the day-to-day project management of 1-6 concurrent engagements. Project management responsibilities include project planning, execution of engagement objectives, daily interaction and communication with client personnel, and performing the initial review of Associate and Senior Associate workpapers. This role requires the ability to supervise teams of 1 - 6 staff members on multiple concurrent engagements to ensure they receive feedback, direction, and resources in the event engagement issues arise. This requires a thorough understanding of the client's industry or the ability to quickly learn and adapt to an unfamiliar industry. This position should have an understanding of audit concepts, including internal control theory and internal audit standards.
To be successful in this role, the following qualifications are required:
Bachelor's degree in Accounting or other business-related field
CPA or CIA certification with 4+ years of experience in public accounting or internal audit
Proficient at Microsoft Excel, Word, and PowerPoint
Excellent written and verbal communication skills
Team orientation and strong interpersonal skills
Strong project management skills
Ability to mentor and help develop less experienced staff
Demonstrate independent thinking and strong decision making
Thorough understanding of the COSO internal control framework, Internal Audit Standard, and the Sarbanes Oxley Act and the related requirements of Section 404
Basic familiarity with GAAP and GAAS
Ability to be on-site at clients, as requested
Additionally, the following qualifications are preferred:
Master's degree in Accounting or other business-related field
Experience with companies in the commercial sector
Advanced understanding of financial reporting, transaction cycles, and business processes
Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by:
L
eaning into the experience of exploring new ideas for each individual's growth as a leader.
E
ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.
A
dapting to the transformation that takes place as a result of participating in the program.
D
eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.