You’ll change the financial trajectory of your career and your life. Our team is disrupting traditional wealth management, reshaping how advisors deliver. You’ll collaborate with leadership on process improvement, compliance, and client service strategies—developing the operational acumen and
Client Services Coordinator | Wealth Management | Financial Planning | RIA OperationsEnsuring the provision of insightful and actionable financial analysis and reporting, highlighting key trends, metrics, and business drivers to inform business performance. Supporting the accounting department in streamlining processes and creating dashboards in financial reporting. Supporting busin
Senior, Financial Planning & Analysis AssociateReporting to the VP, Financial Planning & Analysis, this role is responsible for developing and enhancing financial content for Board materials, management presentations, and ad hoc reporting, ensuring leadership has access to accurate, timely, and insight-driven analysis. Demonstrates deep FP&A exp
Senior Financial Planning & Analysis Analyst - FundraisingSuitable candidates will have a Bachelor's in Accounting, CPA certification, and over five years of relevant experience in financial reporting and consolidation. A global logistics firm in Irving, TX is looking for a Senior Manager in Accounting & Financial Reporting. This hybrid role offers competi
Senior Accounting & Financial Reporting Lead HybridWe are responsible for tax compliance, financial reporting of taxes, tax planning, business advisory and management of taxing authority examinations. Prepare or review quarterly estimates of taxable income for state tax returns. Strong tax accounting and reporting experience.
Tax, Corporate Tax Accounting, Compliance & Reporting, Associate, DallasA leading investment firm in Dallas is seeking a Senior Fund Accounting Manager to oversee SEC reporting and manage a team of finance professionals. Candidates should have over 8 years of experience in investment fund accounting, hold an active CPA, and possess strong managerial skills. This role of
Senior Fund Accounting Manager Hybrid, CPA, LeadershipYou can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). These engagements will primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections
Financial Services - Customer Tax Operations and Reporting - Tax ManagerA leading financial services firm is seeking a Financial Reporting Manager to join their team in Dallas, Texas. This role offers a hybrid work environment and emphasizes financial reporting and external SEC reporting. The ideal candidate will have at least 5 years of experience, including supervisor
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