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We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. 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Senior Associate - Transaction Advisory/Financial Due Diligence
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Senior Analyst, International Tax
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Focusing on the firms assets throughout Texas and multiple other states the asset manager will be responsible for the day to day operations of all industrial assets. Having a hands on approach to this is key and the asset manager will be required to make regular site visits. Alongside this your dial roels and responsibilities will include but not be limited to: Maximize total ROI for all assets and assessing where to add value and improvements to current and existing assets. Provide direction (leadership) and oversight of business plans, budgets, forecasts, leases, analysis and approvals. Working in a collaborative fashion with third-party property managers, lease administrators, leasing agents, legal counsel, auditors and accountants. Works with construction management to create a vision for the capital improvements to the asset Tracks lender mandated reporting and covenants such as debt service ratio coverages. Develop and distribute periodic asset management reports to investors, consultants and other partners Negotiate third party contracts. Participates in the annual budget process. Analyze weekly and monthly operating reports from property managers Understand different financial evaluation methods related to valuation and performance of real estate (such as IRRs, NPVs, WACCs, etc.) Analyze market and submarket comps and track against portfolio performance Prepare reports for lenders, institutional partners, and the Investment Committee using PowerPoint and Adobe suite Manage asset management files and records Work with Acquisitions team to develop asset business plans Assist the Director of Asset Management Ensure adherence to policies and procedures to maintain effective internal controls Assist in operational takeovers and property manager transitionsMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.The successful asset manager must have strong hands on asset management, value add and leadership experience. Alongside this you must possess: Bachelors degree in finance, accounting or real estate focused industry1-4 years of industrial real estate asset management experience. Strong lease administrative and hands on asset management experience. Experience with managing over a significant portfolio of industrial assets Financial modelling and excel capabilities Experience in site leadership managing over property managers, vendors and maintenance professionals on industrial sites
Federal Tax Director
Baker Tilly, Houston
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly (BT) as a Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for considerationCoordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenueInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsSuccessful candidates will have:Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirableCPA or JD requiredEight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firmFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferred
Tax Manager
Opportune, Houston
About Us:Founded in 2005, Opportune LLP is a leading global business advisory firm focused on adding value to clients across multiple industries with preeminence in energy. Our growth is directly attributable to the value we add to our clients. We are uniquely positioned to add this value as a result of the expertise of our experienced teams, which can be smaller and less intrusive.We are responsive and we are good listeners. Since we are not an audit firm, we are advocates of our clients and are not subject to the restrictions placed on other firms by regulatory bodies.Using our extensive knowledge of multiple industry sectors, we work with clients to provide comprehensive solutions to their operational and financial challenges. Our practice areas include business transformation, complex financial reporting, disputes and litigations, investment banking, outsourcing, process and technology, reserve engineering and geosciences, restructuring, tax, transactional due diligence, and valuation. For more information, please visit our website at www.opportune.com.Position SummaryOpportune is seeking a Tax Manager to assist the Tax practice grow its tax compliance and financial reporting advisory practice. In this role, the Manager will be responsible for engagement delivery in all areas of federal and state income tax including mergers and acquisitions, transactional tax services, capital markets events, restructurings, and public entity reporting. Job Duties:• Preparing/reviewing federal and state corporate and partnership income and franchise tax returns• Preparing/reviewing quarterly and yearend tax provisions in accordance with ASC 740• Advising clients on tax planning strategies including research and writing memoranda providing analysis and conclusions• Mentoring other tax professionals• Growing the firm's Tax Practice• Willingness to travel (may or may not be required)Qualifications:• Bachelor's Degree in Accounting or Finance required, Master's degree is preferred• CPA license is required• 4 or more years of relevant experience at a large corporate tax department or at a large public accounting firm• Strong knowledge of corporate and partnership tax rules• Strong commitment to client service and the energy industry• Highly motivated, self-starting individual with a goal-oriented personality• Excellent project management skills• Experience working with MS Office, Gosystems or OneSource, and research platforms such as BNA or CheckpointLocation:Downtown Houston in the Pennzoil BuildingCompensation & Benefits:Competitive compensation based on experience, health, dental, life, and disability insurance, subsidized parking, a 401(k) plan, hybrid schedule, and an annual performance bonus.
CFO - Private Equity - Energy Sector Big 4
Michael Page, Houston
My client is now recruiting a Private Equity CFO to join their finance team in Houston Texas.Spanish language skills is a significant advantage. This is a highly visible role and you will work closely with the founding partners of the firm.Reporting to the founding partners, your responsibilities include:* Preparation of capital calls and distributions to Limited Partners * Preparation of quarterly and yearly financial statements, capital statements tax returns, quarterly performance returns and other relevant statements* Valuation of illiquid private investments* Assist in HR functions including payroll* Maintain all partnerships and other entities in good standing* Assist in the maintenance of all the firms insurance programs and policies* Supervise all accounting, tax and regulatory aspects of the investment manager company* Assist in maintaining the bridge to call borrowing facilities * Assist in coordinating and maintain good relationships with fund administrators, auditors, tax advisors, insurance brokers, banks and other business partners* Assist in fund raising and business development due diligence activities* Support Investor Relations in responding to Limited Partners' information needs* Implement consistent accounting policies, practices, and procedures across all programsMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.20+ years st s Private Equity Fund or Audit firm auditing PE fundsSenior Controller/ CFO level experience at another Private Equity firmWorking knowledge of local and national tax regulations and compliance reporting
Federal Tax Manager
Baker Tilly, Houston
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly (BT) as a Federal Tax Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:Be a valued tax business advisor, focusing on day to day tax matters with various clients ranging from middle market to multinationalConsult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Research various tax matters, respond to IRS and other tax authority inquiries, and make recommendations to the client for considerationCoordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsSuccessful candidates will have:Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirableCPA or JD requiredFive (5)+ years' experience providing federal tax compliance and consulting services in a professional services firmTwo (2 )+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferred
Corporate, Litigation, Intellectual Property , Real Estate, Labor & Employment, Government Contracts, Healthcare, Trusts and Estates / Tax Partner & Groups w/ Portable Business for Top BIGLAW Firm
Platinum Legal Search Group, LLC, Houston
We're recruiting for a Top Law Firm seeking Partners and groups with a portable book of business in a number of markets, to grow practice groups in Corporate, Litigation, Intellectual Property, Real Estate, Labor & Employment, Government Contracts, Healthcare law, Trusts & Estates & Tax. This is an exceptional opportunity to leverage your expertise, grow your practice, and contribute to the continued success and growth of this firm. Cultivate and maintain strong client relationships, providing strategic counsel and delivering exceptional legal services. Drive business development initiatives to expand the firm's client base and market presence. Collaborate with other Partners and practice groups to cross-sell services and maximize client opportunities.
Manager of Finance
NextEra Energy, Houston, Texas, United States
**Manager of Finance** **Date:** Apr 25, 2024 **Location(s):** Houston, TX, US, 77002 **Company:** NextEra Energy **Requisition ID:** 79782 is the world's largest generator of renewable energy from the wind and sun, and a world leader in battery storage. We provide energy-related products and services that grow our economy, protect the environment, support our communities and help customers meet their energy needs. We are leading the decarbonization of the U.S. economy with our goal to reach Real Zero carbon emissions from our operations by 2045 while improving customer affordability and reliability. Are you interested in creating a cleaner environment for future generations? Join our world-class, innovative team today. **Position Specific Description** This position is responsible for modelling, forecasting and reporting the financial performance for NextEra Energy’s retail energy businesses. This individual will build and maintain strong working relationships with teams supporting the retail power and gas business such as trading/supply, pricing, sales, accounting and risk in support of the monthly forecast and annual plan. This position requires familiarity with wholesale power markets, retail electricity products and the fundamentals of retail gross margin. The candidate must have experience building P&L reporting layers with power risk metrics. • Develop a gross margin and EBIT forecast focused on the commercial and residential retail power markets • Model, analyze and explain the monthly financial impact to plan and identify variance drivers • Provide enhancement recommendations and execute on forecast performance improvements • Create presentations illustrating financial performance with senior leadership • Utilize relevant analytical methods and financial models to improve financial forecasting and plan capabilities • Communicate with General Managers on business performance and operational improvements • Train staff on retail power market concepts **Job Overview** Leaders in this role manage the planning and direction of department initiatives and projects. This position oversees development of programs and policies and ensures cost-effectiveness. **Job Duties & Responsibilities** • Monitors and evaluates project progress and results • Establishes policies, procedures and directives to support daily operations of the finance team • Develops and monitors the execution of financial programs • Monitors, maintains and reviews financial records • Reviews and monitors contract program objectives and utilization of funds • Recommends changes in resource allocation • Assists in the preparation of department and contract budgets • Develops expense projections • Directs preparation of reports and other documentation • Ensures compliance with all regulatory requirements for transactions and reporting • Performs other job-related duties as assigned **Required Qualifications** • Bachelor's Degree • Experience: 8+ years **Preferred Qualifications** • Bachelor’s - Accounting / Finance • Master’s Degree **Employee Group:** Exempt **Employee Type:** Full Time **Job Category:** Finance, Accounting & Business Analytics **Organization:** Gexa Energy, LP **Relocation Provided:** Yes, if applicable NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law. We are committed to a diverse and inclusive workplace. NextEra Energy provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1-844-694-4748. Please do not use this line to inquire about your application status. NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ourfor more information. .