Top Hybrid Finance Jobs in Dallas-Fort Worth, TX

Manage fee‑producing investment accounts for small to mid-sized personal trusts and individual investors. Develop and implement investment strategies, coordinate with client service teams and legal advisors, use portfolio research and investment methodologies, adhere to national guidelines and risk practices, and support business initiatives and training.

Manage corporate tax engagements including planning, compliance, ASC 740 tax provision or audit support, supervise staff, review returns, research tax issues, respond to tax authorities, and support client relationships.

Support buy- and sell-side diligence engagements by performing financial statement review, quality of earnings and working capital analysis, financial modeling, and report preparation. Lead client deliverables, collaborate with teams and experts, identify purchase price adjustment issues, assist with deal structuring insights, and help grow the practice through pitches and business development.

Lead tax process improvements and digital transformation by gathering and documenting requirements, designing workflows, facilitating workshops, and partnering with IT and BI/AI teams to implement automation and tax platforms. Support project management, change management, KPI monitoring, vendor evaluation, and adoption of tax technologies to enhance efficiency and scalability.

The Director leads project teams, interacts with clients and auditors, ensures compliance with regulations, and drives business development initiatives.

Underwrite on- and off-market single-family residential opportunities, coordinate diligence (zoning, utilities, taxes, easements, HOA constraints), align cross-functional assumptions, prepare deal summaries and KPIs, maintain comps and market dashboards, and assist with investment materials.

Lead and manage accounts receivable operations for multiple commercial properties: tenant billing, cash application, reconciliations, collections support, reporting, escalations, and month-end close. Coach and develop AR supervisors and staff, standardize processes, resolve complex account issues, partner with Property Accounting and Management, and drive process improvements, documentation, and system cleanup.

Serve as the senior fiduciary authority for UHNW clients, leading the fiduciary practice and trust committee. Design and implement advanced estate and wealth strategies, coordinate with advisors and legal counsel, draft client agreements, oversee fiduciary operations and compliance, mentor staff, and represent the firm externally on fiduciary and estate planning matters.

Lead finance business partnering for global supply chain: manage FP&A, inventory and fixed-asset accounting, driver-based forecasting, budgeting, SOX controls, intercompany transactions, and decision-support. Improve inventory productivity, working capital, and process standardization across U.S. warehouses and international units while supporting DRP implementation and audit/compliance activities.

Lead monthly, quarterly, and year-end close and financial reporting for GAINSCO. Ensure balance sheet integrity, audit readiness, intercompany and cash accounting, and regulatory/statutory filings. Drive process improvements, automation, ERP enhancements, and lead accounting staff while partnering with FP&A, IT, and auditors to support business decisions.