3 Searches: Asst Controller, Tax Mgr (Arkansas), and Sr Accountant $80-120K+ + Bonuses We have the below 3 positions with 3 growing companies - 2 in Houston and 1 in Arkansas (Tax Manager with a CPA Firm), all longtime WM Shirley friends. Required qualifications are: #1: ASSISTANT CONTROLLER-W/NW HOUSTON (INSIDE BELT): $100-120K + BONUS - CPA or progress towards CPA – with Cost Accounting experience - 3+ Years in a Big Four/National Firm Transaction Services Practice - Ability to Travel Up to 10%, All Domestic #2: TAX MANAGER (ARKANSAS): $85-$100K+ + RELOCATION/BONUSES - CPA - Tax Manager or Tax Senior Experience in Public Accounting #3: SR. ACCOUNTANT (MFG): W HOUSTON (KATY): $80-$85K+ + BONUS/GREAT BENEFITS - Degreed – In Accounting - Manufacturing GAAP Accounting Experience in Shared Services environment: 3-5 years RELOCATION PROVIDED for the ARKANSAS Tax Manager Position only. PLEASE SEE BELOW for Complete JOB PROFILES. IF YOU KNOW OF SOMEONE who may be interested and qualified (or you are interested/qualified) please let me know or forward this e-mail on to them. QUALIFIED CANDIDATES who want to pursue one of these opportunities, whether on file with WM Shirley or not, please contact me at KSB@WMShirley and: - IDENTIFY THE POSITION – Cut and paste the one line Job Title from above into the Subject Line of your reply email, and - RESUME/SALARY - Provide your CONFIDENTIAL resume (in Word format) and current salary components, if your current information is not on file with WM Shirley. - Karen Karen S. Brown, Staffing & Recruiting Manager WM SHIRLEY I KSB@WMShirley l WMShirley #1: ASSISTANT CONTROLLER-W/NW HOUSTON (INSIDE BELT): $100-120K + BONUS Our Client (or “the Company”) is an established, rapidly growing/acquisitive, niche DISTRIBUTION/RETAIL company positioning for continued growth with additional private equity funding for continued acquisitions et al with top notch management. - WEST/NORTHWEST HOUSTON HQ (INSIDE BELTWAY 8/NORTH OF I-10)/SOUTHERN US OPERATIONS (CURRENTLY) - Our Client currently has ~100 total employees, with 30+ salespeople across the US, and 40+ in Houston HQ where a six (6) person Management Team (the President/CEO, EVP-Sales & Marketing, CFO/Controller, VP-Operations, VP-Product Development, and VP-Sales reside in addition to 16 on the Production Team, and six (6) in Accounting/Finance (the CFO/Controller, a Logistics Coordinator, a Purchasing Assistant, an order entry clerk, a Financial Analyst, an A/R Clerk, and an A/P Clerk) along with warehouse and office support personnel. The Company currently operates through 16 distribution centers in six (6) States, with most in Texas currently. - OUTSTANDING COMPANY LEADERSHIP & GROWTH - Under the leadership of the President/CEO, a fellow Big Four Alum and entrepreneur with 15+ years of experience (mostly with the Company), the Company has a 10 year track record of 30%+ annual revenue and EBITDA growth. - RECURRING WM SHIRLEY CLIENT – In early January 2012, WM Shirley placed the CFO/Controller with the Company who is a fellow Big Four Alum & CPA and MBA who has done very well. - NEWLY CREATED POSITION IN WEST/NORTHWEST HOUSTON HQ (INSIDE BELTWAY 8/NORTH OF I-10) - With past rapid growth, and planned future rapid growth, funded in large part by a completed round of private equity funding to fund acquisitions for the most part, the Company is upgrading its staff and looking for a HANDS ON, INTUITIVE Accounting Specialist for this Position to be the CFO/CONTROLLER’S STRONG RIGHT HAND with financial & tax accounting & reporting functions related to acquisitions and PE Firm reporting requirements while the Company executes a RAPID GROWTH business plan increasing revenues 3X to 4X by 2015. POSITION DUTIES: Reporting to the CFO/Controller, a fellow Big Four Alum & CPA and MBA, with 20+ years of experience (mostly in the Company’s industry since 1995) whom WM Shirley placed with the Company in January 2012, and working with the Management Team as needed, in addition to others, including the PE Firm, the ACCOUNTING MANAGER/Asst. Controller (IN W/NW HOUSTON/INSIDE BELTWAY 8) duties are as follows: - OVERALL – Assisting the CFO/Controller with all aspects of the Company’s accounting & finance function in relation to M&A activity, including preparing journal entries, preparing sections of the budget, maintaining the budget model, providing information to the auditors during the external audits, reviewing financial statements, and assisting the CFO/Controller in managing the office as the Company grows. - MONTHLY CLOSE – Assisting with performing and supervising monthly balancing of books and account reviews; preparing and presenting monthly financial statements. - FINANCIAL REPORTING/ANALYSIS – Assisting with generating financial statements and related analysis from trial balances ensuring all financial reports are prepared in a timely and accurate manner; Preparing and presenting financial statements and related reports/analysis of customer base et al, budgets and variance analysis to Management and Shareholders. - OPERATIONS ANALYSIS – Extracting sales and cost data from the current system and preparing meaningful, value added operational analysis, with a focus on cost/expense reduction/containment, and reporting for the Management Team to manage and grow the business. - M&A ASSISTANCE – Assisting with due diligence of all new and proposed acquisitions, including ensuring proper purchase accounting. - TAXES (SALES/STATE/PAYROLL)- Working with the external CPA Firm on tax strategy and compliance in regards to sales, State, and payroll tax regulations to optimize the Company’s structure of acquisition accounting to lessen the impact of taxes. - BUDGETING & FORECASTING – Assisting the CFO/Controller with preparing budgets and forecasts, reviewing budget proposals, and preparing necessary supporting documentation and justification for proposed budgets. - CASH MANAGEMENT – Managing and anticipating cash flow. - PROCESS IMPROVEMENT – Reviewing processes on a continuous basis to ensure best practices and effective processes are in place for cost tracking in both the manufacturing, installation and operation processes and in other areas as identified looking for ways to reduce costs et al. - CPA FIRM ASSISTANCE – Assisting with services needed from the Company’s Houston CPA Firm, in particular all M&A activity; retrieving information needed, and looking for ways to reduce costs et al. - OTHER VALUE ADDED - Responsibility and accountability for various job duties/responsibilities and special projects as directed and to be determined on own initiative. - MANAGERIAL & SUPERVISORY – No direct reports initially, but will work with the CFO/Controller’s five (5) direct reports (a Logistics Coordinator, a Purchasing Assistant, a Financial Analyst, an A/R Clerk, and an A/P Clerk), and others within the Company et al. - LEADERSHIP – Fostering teamwork between accounting/finance and all other functions. COMPENSATION & BENEFITS: - BASE SALARY in the $100,000 to $120,000 range, commensurate with Qualifications below - BONUS AWARDS: Discretionary currently, and paid annually; historically about 10% - 401(k) Plan – With a matching schedule - Company Subsidized Medical, Dental, Vision, Employer paid Life/AD&D Policy, Voluntary Life/AD&D, with employee/employer funded Personal Spending Accounts - At least two (2) weeks of Company-paid vacation initially, in addition to customary US Holidays - Reimbursement of all necessary and approved CPA Et Al and CPE expenses - Free parking & Business casual/appropriate dress every day QUALIFICATIONS: - CPA or progress towards CPA – with Cost Accounting Experience - 3+ Years in a Big Four/National Firm Transaction Services Practice et al - Ability to Travel Up to 10%, All Domestic US >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> #2: TAX MANAGER (ARKANSAS): $85-$100K+ + RELOCATION/BONUSES ET AL - 20 Partners, including Managing Partners (~50/50 Audit/Tax) + 16 Managers + 100+ Staff Our Client (or “the Firm”) is an established and growing, ARKANSAS-based, Full Service CPA FIRM. POSITION DUTIES: Reporting to the respective Tax Partner, the TAX MANAGER (IN ARKANSAS) duties are as follows: - TAX COMPLIANCE & STRATEGY/PRACTICE MANAGEMENT & FIRM PROFITABILITY - Complete tax returns and special service engagements; Recognize problems, assess alternatives, and recommend solutions; Monitor and efficiently controls all time spent on a project; Inform the Engagement Director of status of engagement and other pertinent aspects of engagement; Monitor billable hours and compare to target billable hours on a regular basis; Plan engagements to achieve quality goals and reduce time required to perform an engagement; Monitor workload on a weekly basis to ensure work for the coming week; Assist in the appropriate billing and collection fees from clients; Recognize opportunities to provide additional services to new or existing clients and follow up leads with appropriate client personnel; Closely manage individual productivity (realization, chargeability, etc.); Maintain client contact throughout the year as is required by the nature of the engagement; Continue developing network for future practice development opportunities; Recognize the opportunity to provide new and innovative products and services, and demonstrates the ability to develop such products; Be effective at retaining Firm clients. - BUSINESS INSIGHT & TECHNICAL RESEARCH - Understanding business issues relating to complex transactions; Work and communicate effectively with staff and clients to enhance their understanding of business and tax issues; Demonstrate an awareness of Firm software packages and the ability to use such software effectively; Motivate subordinates to take full advantage of computer technology; Demonstrate effective oral communication skills through formal presentations, training sessions, speeches, etc.; preparing complex client correspondence including recommendations, technical issues, proposals, etc.; Demonstrate an awareness of current business developments and the ability to determine the impact to a client’s business; Demonstrate an understanding of recent tax developments and their implications to a client’s business; Develop a high level of expertise in one or more specialized industry areas, but is still able to perform very effectively as a “generalist”; Research and review research of accounting and tax issues as appropriate and formulate resolution of issues; Demonstrate ability to research complex tax issues and/or direct the research activities of other staff. - CLIENT SERVICE – Provide a thorough understanding of the client’s business which extends beyond tax-related aspects; Develop and maintain strong business relationships with individual clients and appropriate financial officers; Identify issues and recommend creative solutions to complex client issues; Organize work schedule in a manner that ensures timely and priority-sensitive services to clients; Effectively identify and deliver cross-selling opportunities to the Firm’s clients. - PROFESSIONAL & PERSONAL DEVELOPMENT - Seek leadership roles in professional & community organizations; Establish and maintain a network of professional relationships with clients and non-clients. - MANAGERIAL/LEADERSHIP - Supervise Senior and Staff Accountants; Motivate staff through professional and technical reputation and enthusiasm; Effectively and appropriately delegate assignments to foster an environment of mentoring and team work; Coach and develop the staff’s understanding of the Firm’s business and the business world in general; Provide staff with honest, objective and constructive feedback in a timely manner; Be accessible to staff as a sounding board for concerns and questions; Pro-actively be involved in the recruitment of new and experienced staff; Instruct and facilitate both internal and external training; Demonstrate the ability to serve as a role model and coach for staff; Address the need to balance personal and professional goals in self and others (quality of life issues); Participate in, and thoroughly documents, the formal review/evaluation process with staff in a timely manner; Assist in the training of staff accountants through both on the job training and the presentation of internal schools; Display “managerial” versus “employee” attitude. COMPENSATION & BENEFITS: - BASE SALARY (ANNUALLY): In the $85,000 to $100,000+ range, commensurate with Qualifications below - THREE (3) BONUS/REWARD PROGRAMS – (1) NEW CLIENT REFERRALS: 10% of net revenues of the first, second and third year; (2) EMPLOYEE REFERRALS: Administrative Staff $1,000; below Manager Level $2,500; Manager and above $ 7,500; and (3) PRACTICE DEVELOPMENT LEADS: $100 for providing leads on prospective clients which results in an interview, has fee potential and is deemed a quality prospect by the Firm’s Marketing Director. - 401(k) Plan – Firm pays 3% of employee’s annual base pay. - Company subsidized Medical, Dental, Vision, Life Insurance, Disability - Four (4) weeks of Company-paid vacation with accrual beginning at start date, in addition to one (1) week of sick time and customary US Holidays - Reimbursement of all necessary and approved CPA Et Al and CPE - 40 hours per year as directed by Firm planning. - Free Covered Parking, and Business Casual/appropriate dress every day - RELOCATION TO ARKANSAS NEGOTIABLE QUALIFICATIONS: - CPA - Tax Manager or Tax Senior Experience in Public Accounting >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> #3: SR. ACCOUNTANT (MFG): W HOUSTON (KATY): $80-$85K+ + BONUS/GREAT BENEFITS Our Client (or “the Company”) is an established, and rapidly growing North American Division of a highly regarded, large, international OILFIELD MANUFACTURER, with the Parent Company located in another country. - WEST HOUSTON HQ (ENERGY CORRIDOR/KATY)/HOUSTON AREA OPERATIONS/US-WIDE SALES – The Parent Company and all its subsidiaries currently has thousands of employees worldwide, with 300+ in the North American Division (all in the Houston Area), including 20 in Houston HQ, which includes the Management Team (CEO, CEO, and CFO) and eight (8) in Finance/Accounting, with one (1) plant in the Houston Area. - REPLACEMENT/UPGRADE POSITION IN WEST HOUSTON (ENERGY CORRIDOR/KATY) – With the Company seeking a Candidate with HEAVY Manufacturing accounting experience. POSITION DUTIES: Reporting to the Controller/Accounting Manager, a fellow CPA (since 1984), and longtime WM Shirley Friend who is a seasoned industry Controller with 30+ years of experience, who joined the Company in 4Q 2012, the SENIOR ACCOUNTANT duties are as follows: - OVERALL - Responsible for all the financial management, reconciliations, analysis, and reporting for the Company as delegated by the Controller/Accounting Manager. - MONTHLY CLOSE - Perform the monthly financial closing and reconciliations with closing deadlines and schedules. - CONSOLIDATION - Consolidate the results of the operating entities. - DETAILED ACCOUNTING ASSISTANCE - Assist in the management of the Billing/Accounts Receivable, Cash Application, Inventory/COGS, Purchases/Accounts Payable, Cash Disbursements, Fixed Assets, Payroll, General Ledger/Reporting, Sales Tax, General Accounting/Reconciliations, Cost Accounting, Project Accounting, and Intercompany Accounting processes. - MANAGEMENT REPORTING/BUDGETING & FORECASTING - Assist with Management Reporting, Budgeting, and Forecasting. - PARENT COMPANY INTERFACE - Assist in interfacing with Parent Company in another country. - COST ACCOUNTING SYSTEM - Assist in the set up and maintenance of an effective Cost Accounting System including standard costing and overhead absorption rates. - ERP IMPLEMENTATION - Assist in the implementation of SAP. - POLICIES & PROCEDURES - Assist in developing and maintaining all accounting, reporting, and financial control policies and procedures for the Company to ensure compliance with relevant accounting principles and procedures. - AUDIT ET AL ASSISTANCE - Assist in coordination of the external audits, all tax and other statutory filings. - OTHER - Other tasks as delegated. - MANAGERIAL & SUPERVISORY – Two (2) Accounting Coordinators (AR/AP) report to this Position as well as to the Senior Cost Accountant Position currently. COMPENSATION & BENEFITS: - BASE SALARY (ANNUALLY): In the 80,000 to 85,000+ range (NEGOTIABLE), commensurate with Qualifications below - BONUS AWARDS (DISCRETIONARY): 10 %Target, Paid annually - 401(k) Plan - Matched 100% up to 3% and 50% on next 2% (4% Total Max Match) - Company-subsidized PPO (90% for Employee AND 90% for Dependents), Dental, Vision, Life Insurance, Disability - At least two (2) weeks of PTO in addition to customary US Holidays - Reimbursement of all necessary and approved CPA Et Al and CPE expenses - Free covered parking, and Business Casual/appropriate dress every day QUALIFICATIONS: - Degreed – In Accounting - Manufacturing GAAP Accounting Experience in Shared Services environment: 3-5 years >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> WM SHIRLEY - Former practicing CPAs, Financial Auditors, Business Advisors, CFOs/Controllers and Human Resource Managers with 60+ years of combined experience in Big Four public accounting and Industry experience providing strategic Advisory, Staffing and Recruiting solutions to businesses in a diverse array of industries through a vast network. Prior to WM Shirley, W. Mark Shirley, CPA, President & Founder, was with ANDERSEN 14 years (80-94), in the Audit & Business Advisory Practice and Karen S. Brown, Recruiting Manager, was with DELOITTE 16 years (80-96), in the Human Resources-Alumni Relations Practice. 559 Placements and 141 Advisory & Contract Engagements by W. Mark Shirley, CPA, and his associates since late 1994. For more, please click on WMShirley
Posted on: Thu, 11 Jul 2013 21:55:07 +0000
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