<p>This prestigious commercial and residential real estate developer is looking for an experienced Paralegal to join our dynamic team in Dallas, Texas, specializing in real estate and property transactions. In this role, you will play a critical part in managing legal documentation, coordinating closings, and ensuring compliance with all relevant regulations. If you are detail-oriented and thrive in a fast-paced environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary liaison between the organization and title companies to streamline residential lot closings.</p><p>• Prepare and meticulously review closing documents, including special warranty deeds, lien releases, and builder sale contracts.</p><p>• Validate and provide feedback on closing statements from title companies to ensure accuracy and compliance.</p><p>• Calculate loan release prices and collaborate with lenders to guarantee timely closings.</p><p>• Draft and manage builder sale contracts, amendments, and other legal documents, ensuring proper distribution and execution.</p><p>• Support in-house attorneys and external legal counsel with contract preparation and revisions.</p><p>• Maintain accurate records of builder contracts, amendments, earnest money deposits, and critical contract dates.</p><p>• Generate detailed weekly reports for leadership, summarizing contract statuses, closing timelines, and key metrics.</p><p>• Coordinate with internal departments, including Legal, Finance, and Development, to align on closing activities.</p><p>• Communicate effectively with builders and title companies to resolve issues and foster positive relationships.</p><p><br></p><p>Good things are absolutely coming your way! Send your resume directly to --</p><p>rosemarie.jones< at >roberthalf.< com ></p>
<p><strong>Natalie Lue with Robert Half is recruiting for a Finance Manager. This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p><br></p><p>We are looking for a skilled Finance Manager to join our team in San Francisco, California. This role involves overseeing critical financial operations, including billing, collections, and accounting processes, while ensuring compliance and accuracy. The ideal candidate will bring expertise in law firm accounting and a proactive approach to managing financial workflows.</p><p><br></p><p>This is an opportunity to join a growing firm with a solid approach to company culture, diversity, and family balance.</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise billing operations to ensure timely and accurate invoicing.</p><p>• Manage and direct collections activities, focusing on effective resolution and client satisfaction.</p><p>• Oversee Client Trust account transactions, including receipt processing and disbursements.</p><p>• Handle accounts receivable and accounts payable functions with precision and adherence to policies.</p><p>• Maintain detailed and accurate Client Trust account records.</p><p>• Prepare comprehensive financial reports on billing and collections, ensuring data integrity.</p><p>• Conduct vendor sanction checks in alignment with compliance standards.</p><p>• Utilize advanced Excel features to create formulas, functions, and process large datasets.</p><p>• Collaborate with the Director of Finance to align budgets, billing strategies, and collection goals.</p><p><br></p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced and strategic Head of Family Office to lead and oversee financial, investment, and estate planning activities for a prominent family. Based in Dallas, Texas, this role requires a results-driven individual who can manage complex financial operations, ensure compliance, and foster a high-performing team. The ideal candidate will bring exceptional leadership skills and a deep understanding of family office management.<br><br>Responsibilities:<br>• Develop and implement comprehensive financial strategies that align with the family’s long-term goals and objectives.<br>• Prepare, analyze, and present financial statements, budgets, and forecasts to family members and key stakeholders.<br>• Oversee liquidity management for multiple investments, collaborating with operating company management to achieve strategic financial objectives.<br>• Coordinate with external accounting firms to propose and execute tax-efficient strategies that minimize liabilities.<br>• Lead estate planning efforts, including the administration of trusts, foundations, and other vehicles, while working closely with legal counsel and estate planning attorneys.<br>• Establish and maintain robust risk management practices to safeguard the family’s assets and ensure compliance with legal and regulatory requirements.<br>• Supervise internal controls and financial reporting processes to uphold the integrity and accuracy of financial operations.<br>• Mentor and guide the family office staff, fostering a culture of excellence, integrity, and continuous improvement.<br>• Build and nurture strong relationships with family members, external partners, and other key stakeholders.
We are looking for a highly skilled and experienced Controller to lead our accounting and financial operations in Glendale, California. In this role, you will ensure compliance with legal and regulatory standards while providing strategic financial insights to support the firm's decision-making processes. This position requires expertise in finance, accounting, and legal industry practices, as well as the ability to collaborate effectively with leadership and administrative teams.<br><br>Responsibilities:<br>• Direct and manage all accounting functions, including general ledger activities, budgeting, financial reporting, and month-end closings.<br>• Prepare and review monthly financial statements to ensure accuracy, timeliness, and compliance with relevant standards.<br>• Oversee billing processes, including collections and trust account management, in accordance with legal and regulatory requirements.<br>• Ensure legal compliance in financial operations, including the proper handling of client funds and trust accounts.<br>• Administer payroll for attorneys and administrative staff, maintaining accurate records of employee benefits.<br>• Partner with firm leadership to develop and implement financial strategies aimed at improving profitability and operational efficiency.<br>• Analyze financial performance to identify opportunities for cost reduction and revenue enhancement.<br>• Supervise and mentor accounting staff, ensuring smooth daily operations and adherence to best practices.<br>• Manage audits, tax reporting, budgeting, and compliance functions to uphold regulatory standards.<br>• Lead initiatives to implement and optimize financial systems for enhanced operational efficiency.
<p>We are in search of a Personal Injury Paralegal to join our client's growing Plaintiff's law firm in Center City, Philadelphia, Pennsylvania. In this role, you will be involved in various aspects of legal work in the industry, including calendar and case management, document management, and handling legal software. Your responsibilities will primarily revolve around complaints, litigation, medical records, motions, and pleadings.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage calendars and coordinate meetings, court deadlines, and other events</p><p>• Utilize case management software to track, manage, and update legal proceedings</p><p>• Handle document management tasks including organizing, storing, and retrieving legal documents as needed</p><p>• Efficiently operate legal software to aid in case preparation and management</p><p>• Respond to and manage complaints in a professional and timely manner</p><p>• Engage in various aspects of litigation including preparation, investigation, and research</p><p>• Maintain and manage medical records related to personal injury cases</p><p>• Draft, revise, and file motions to aid in the legal process</p><p>• Prepare and file pleadings in compliance with court rules and procedures</p><p>• Use LexisNexis for legal research and to aid in case preparation</p>
We are looking for a Finance Assistant to join our team in Santa Barbara, California. This long-term contract position offers an exciting opportunity to contribute to financial operations, including accounts payable and other accounting functions. The ideal candidate will demonstrate professionalism, initiative, and the ability to thrive in a fast-paced environment while working collaboratively with team members across multiple offices.<br><br>Responsibilities:<br>• Process and input client cost invoices into QuickBooks, ensuring accurate documentation in client folders.<br>• Collaborate with the bookkeeper to reconcile credit card charges, assigning costs to clients and maintaining organized records.<br>• Generate detailed client cost reports to support mediation, case closures, and other requests.<br>• Manage overhead expenses by accurately processing related invoices and maintaining proper documentation.<br>• Serve as a liaison to vendors, handling payment confirmations, reimbursements, and resolving discrepancies.<br>• Research and reconcile unclassified expenses, assigning costs to clients and distributing relevant information to attorneys.<br>• Review and reconcile monthly employee insurance statements for providers such as Anthem and Principal.<br>• Facilitate employee 401k plan payments through Empower's online service, ensuring accurate input into QuickBooks from payroll journals.
<p><strong>Senior Client Associate – Wealth Management</strong></p><p><br></p><p><strong>Build Relationships. Deliver Excellence. Grow with Purpose.</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth individuals and families with a full suite of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with precision, responsiveness, and care</li><li>Collaborate with senior leadership on strategic initiatives and client experience enhancements</li><li>Guide and mentor associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional teams (CPAs, attorneys, etc.)</li></ul><p><strong>Excited about this opportunity?</strong></p><p>Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</p>
<p>Our client is a leading East Coast law firm with nearly 300 attorneys across multiple offices, offering a collaborative environment and cross-disciplinary support for complex legal matters. They are seeking an experienced Corporate Paralegal to support a wide range of transactional matters, including entity formation, M& A, financings, and regulatory filings. The role involves significant client contact and coordination with third parties.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Form and maintain business entities; draft governance documents</li><li>Draft board/shareholder resolutions and maintain minute books</li><li>Support M& A transactions: due diligence, disclosure schedules, and closing coordination</li><li>Prepare and file UCC forms, Form D, Blue Sky filings, and EIN applications</li><li>Conduct legal research and draft memos</li><li>Stay up to date with the Corporate Transparency Act and compliance requirements</li></ul><p><br></p>
<p>Our client, a $20M+ law firm in DC is looking for an experienced law firm Controller to lead and manage the financial operations of their firm. This role requires an experienced and detail-oriented individual who can oversee critical areas such as client trust accounting, billing, financial reporting, budgeting, and regulatory compliance. The ideal candidate will work closely with senior leadership to ensure financial integrity and support strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Oversee, manage and even be hands on with all accounting functions, including general ledger, billing, accounts payable, and accounts receivable.</p><p>• Ensure compliance with state bar regulations regarding client trust funds by conducting monthly reconciliations and monitoring daily transactions.</p><p>• Collaborate with attorneys and operations staff to ensure accurate client intake processes and timely billing and collections.</p><p>• Prepare detailed financial statements, budgets, and forecasts while providing insightful analysis to support strategic planning.</p><p>• Monitor and manage cash flow, including bank account reconciliations, wire transfers, and resolution of banking discrepancies.</p><p>• Oversee payroll processing, partner commissions, employee expense reimbursements, and contributions to retirement and profit-sharing plans.</p><p>• Ensure compliance with tax regulations and coordinate with external auditors to successfully complete audits.</p><p>• Develop, implement, and maintain internal controls and financial policies to improve efficiency and reduce errors.</p><p>• Administer financial management systems, including accounting, billing, and collection software.</p><p>• Supervise and lead finance and accounting staff (2 people), providing guidance and support to ensure high performance.</p><p><br></p><p>The ideal candidate for this Controller role will have 7+ years of preferably law firm industry experience (they will consider other professional services companies with time & billing), BS in Accounting or Finance, hands on day to day accounting up to financial statement preparation as well as budgeting/forecasting, prior experience with implementing internal controls and the ability to go into the office in DC 5 days/week. Comp range for this role is 150-160K + bonus and full benefits. To apply to this Law Firm Controller role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035. </p>
<p><strong>Lead Planner</strong></p><p>Are you an experienced financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a values-driven team that believes in simplifying the complex, making a meaningful impact, and helping clients live wealthier, more balanced lives.</p><p><br></p><p><strong>About the Role</strong></p><p>This opportunity is ideal for a dynamic professional who excels at holistic wealth management and thrives in a collaborative, client-first environment. As a Lead Planner, you’ll be responsible for managing and retaining client relationships, coaching Associate Planners, and delivering comprehensive financial planning that aligns with each client’s unique goals and values.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents.</li><li>Provide objective, personalized financial advice across investment management, estate planning, tax strategy, and philanthropic goals.</li><li>Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.).</li><li>Oversee client meetings, follow-ups, and execution of action items.</li><li>Collaborate with internal teams to ensure seamless service delivery and investment implementation.</li><li>Mentor Associate Planners and support their professional growth.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards.</li><li>Contribute to strategic initiatives across planning, investments, and business development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for a detail-oriented Billing Clerk to join our dynamic accounting team in Albany, New York. In this role, you will play a key part in managing and finalizing client billing processes, ensuring accuracy and efficiency in all aspects of financial documentation. This position offers an opportunity to collaborate with various professionals and contribute to the seamless operation of the billing department.<br><br>Responsibilities:<br>• Prepare, edit, and scan prebills for client review and approval.<br>• Make necessary adjustments to finalize bills, including monitoring write-offs and other billing modifications.<br>• Assist with reconciling billing discrepancies in a timely manner.<br>• Collaborate on month-end closing processes to ensure accurate financial reporting.<br>• Utilize legal accounting software, such as SurePoint, to streamline billing functions.<br>• Maintain detailed records and ensure compliance with organizational billing standards.<br>• Communicate effectively with attorneys and team members to resolve billing inquiries.<br>• Monitor work-in-progress (WIP) accounts and ensure proper adjustments are applied.<br>• Contribute to the overall efficiency of the billing department by identifying areas for process improvement.
<p>We are looking for a dedicated Billing Specialist to join our client in Providence, Rhode Island. In this role, you will play a key part in managing billing processes and ensuring timely and accurate invoices for clients. The ideal candidate will thrive in a collaborative environment, possess strong organizational skills, and have a keen attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Communicate effectively within the colleagues to ensure accurate time entries and billing, including organized follow-ups.</p><p>• Prepare and process work-in-progress, pre-bills, and final invoices to align with client requirements and deadlines.</p><p>• Edit bills to address specific requests, including corrections for grammar and spelling.</p><p>• Review and reconcile account balances in Work In Progress and Accounts Receivable as necessary.</p><p>• Respond to client inquiries regarding invoice copies, billing histories, and trust ledger details.</p><p>• Monitor and track turnaround times throughout the billing cycle.</p><p>• Assist attorneys with time entry tasks as needed.</p><p>• Learn and audit new client and matter opening processes to identify potential billing issues.</p><p>• Enter client-specific billing information into online portals following provided guidelines.</p><p>• Collaborate with a three-person billing team to ensure organized and efficient operations.</p>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Manager . This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p> </p><p>About the Role</p><p>This role encompasses HR functions that are critical to the smooth operation of our firm, from maintaining compliance to employee relations and performance management. You'll thrive on building strong relationships with staff, ensuring their well-being, and supporting strategic HR functions tailored to a legal-services environment.</p><p> </p><p>Responsibilities</p><p><em> </em></p><p><em>Employee Relations and Well-Being</em></p><ul><li>Actively check in with staff, fostering a supportive environment to ensure team members feel heard and valued.</li><li>Maintain positive employee relationships and resolve issues promptly to support workplace satisfaction and retention</li></ul><p><em> </em></p><p><em>Policy and Handbook Management</em></p><ul><li>Manage, update, and enforce the firm’s Employee Handbook to ensure alignment with best practices, current employment laws, and established firm policies.</li><li>Collaborate with the Management Committee and other stakeholders for policy updates and approvals.</li><li>Ensure accessibility and usability of the handbook for all employees.</li></ul><p><em> </em></p><p><em>Performance Evaluation Program</em></p><ul><li>Maintain and actively manage performance evaluation processes tailored to attorneys, staff, and partners.</li><li>Manage systems like Microsoft Forms to ensure seamless execution of reviews.</li></ul><p> </p><p><em>HR Administration and Compliance</em></p><ul><li>Oversee HR functions specific to legal firms, ensuring adherence to industry-standard policies and procedures.</li><li>Build and maintain strong collaborations with the firm’s Hiring Committees in talent acquisition processes.</li></ul><p> </p><p><em>Benefits Administration</em></p><ul><li>Liaise with the Benefits Broker to ensure comprehensive employee benefits administration.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p><p> </p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>An award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to design customized strategies and lead innovative initiatives. Joining our Wealth Management team, you will serve as a trusted relationship manager, providing comprehensive financial planning, fiduciary consulting, and business transition guidance to sophisticated clients. This position requires strategic thinking, excellent relationship cultivation skills, and adherence to all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate client experiences, drive organizational growth, and foster cross-functional collaboration.</p><p><br></p><p>Responsibilities:</p><ul><li>Design and implement tailored financial strategies in partnership with clients, their families, and professional advisors, such as attorneys and accountants.</li><li>Build and expand client relationships through networking, community involvement, and collaboration with internal teams.</li><li>Contribute to organizational initiatives and thought leadership by creating educational content, presentations, and webinars on emerging financial trends.</li><li>Ensure that all advisory practices comply with relevant regulations, policies, and ethical guidelines.</li><li>Maintain advanced certifications and stay updated on industry trends, regulatory changes, and best practices.</li><li>Utilize financial planning software, CRM systems, and data analytics tools to enhance operations and decision-making processes.</li><li>Work across platforms and with internal departments to deliver a seamless and unified client experience.</li></ul>
<p><strong>Financial Planner – Wealth Advisory | San Francisco Bay Area</strong></p><p>A purpose-driven wealth management firm in the Bay Area is seeking a <strong>Financial Planner</strong> to join its collaborative and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver comprehensive financial planning in a values-based environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Planner, you’ll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and life values. You’ll work closely with internal teams and external professionals to deliver holistic planning across investments, estate, tax, and philanthropic objectives—while also guiding and developing Associate Planners.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage client relationships with a focus on long-term trust and strategic planning</li><li>Develop and present customized financial plans, cash flow analyses, and portfolio reviews</li><li>Collaborate with CPAs, attorneys, and internal specialists to ensure integrated advice</li><li>Oversee investment policy implementation and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate, timely reporting</li><li>Mentor and coach Associate Wealth Architects to support their professional growth</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives and innovation</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a strong client-first philosophy</li><li>Supportive, collaborative culture focused on personal and professional growth</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Interested?</strong></p><p>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to hear from you.</p>
<p>Reputable firm is seeking a legal admin assistant for their office in San Rafael, California. As a legal admin assistant, you will assist attorneys with a variety of secretarial tasks, manage client files, answer phones, and maintain the Confidentiality Agreement program. </p><p><br></p><p>Responsibilities:</p><p>• Assist in document revisions, formatting, and finalizing</p><p>• Prepare and manage engagement letters</p><p>• Manage and organize client files efficiently</p><p>• Answer phone calls professionally and promptly</p><p>• Circulate letters and other legal documents via email and physical mail</p><p>• Circulate documents for execution via DocuSign</p><p>• Handle the administrative management of the Confidentiality Agreement program</p><p>• Utilize management systems and Microsoft Office Suites effectively</p><p>• Perform billing functions and calendar management</p><p>• Format documents using ProLaw and PDF</p><p>• Proofread and draft legal documents as required.</p>
<p>Seeking a Legal Intake Specialist who speak both English and Portuguese for our Plantation Office on a long-term contract basis. The Centralized Intake candidate assists with completion of prescreens and applications, interviews applicants/clients, collects documents and pleadings, gathers information about the applicants/clients. This position provides supportive services to the Attorneys and other staff members.</p><p><br></p><p>Essential Functions:</p><p>• Responsible for answering phone calls and promptly returning phone calls and/or emails.</p><p>• Following up on referrals from all units, organizations, agencies, and online intake.</p><p>• Screens applicants/clients by phone, electronically, and in-person.</p><p>• Setting up intake appointments and meeting with applicants. </p><p>• Completing conflict checks, prescreens, and intakes.</p><p>• Determining eligibility for services.</p><p>• Completing intakes in case management system either by communicating with applicants via telephone, electronically, or in-person.</p><p>• Maintains records, case notes and daily timekeeping in case management system.</p><p>• Explaining intake/compliance documents and having them signed by applicant or client.</p><p>• Case acceptance from, and referrals to, outside organizations including other legal aid organizations.</p><p>• Performs community outreach events in-person and virtually, as well as, on social media, and conducts educational trainings for staff, clients, and community providers, as needed.</p><p>• Compliance with program and grant requirements.</p><p>• Attends mandated trainings and train other staff as needed.</p><p>• Works closely, as part of a team</p><p>• Completion of reports timely.</p><p>• Performs other duties as requested by Management, Supervisors, or as required by grant(s). </p><p><br></p><p><br></p>
Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation Team). This position will have excellent exposure to Wall Street brokers / banks and will get a basic understanding of the hedge fund industry. Pay range is 55-70K on the base with all benefits paid by the company. The investment firm is open to candidates who have a degree in Accounting or Finance (CPA or parts passed a plus but not required) from a top school. Must have a GPA of 3.4 or higher. <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). <br> The firm has immediate openings for 2 highly experience in and motivated individuals to join the team as a Hedge Portfolio Analyst Team (middle office – valuation). The position reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and all internal operations. This is a dynamic opportunity to contribute directly in the growth of a complex and fast moving company as it prepares for its initial public offering. <br> Responsibilities <br> Daily reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to process information Interaction with Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance for Fund Accounting <br> Qualifications <br> 1-3 years + experience in the public accounting field BBA/PPA/MPA in Accounting from a top tier, nationally ranked business school CPA required or certification pending Working knowledge of general Finance and Accounting functions Advanced Microsoft Office skills Detail and task-oriented with a strong work ethic Excellent communication and organizational skills Experience in Financial Analysis and Project Management Oracle general ledger system experience is a plus Ability to work 45-50 hours per week <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris).
• Maintain a documented system of accounting policies and procedures. <br>• Create an environment of controls to ensure the safeguarding of company assets, including, but not limited to cash, inventory, fixed assets, and investments. <br>• Understand the relationship of computer and process-driven systems, ensuring controls are in place. <br>• Consistently analyze financial data and present financial reports in an accurate and timely manner; communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep Group Leadership informed of the financial condition of Division. <br>• Perform month-end closing process, recording journal entries and preparing monthly financial statements. <br>• Review, analyze, and reconcile all balance sheet accounts and sub-ledgers on a timely basis. Ensuring accuracy and completeness. <br>• Maintain fixed asset ledger and generate depreciation entries. <br>• Prepare all supporting documents and requests for the completion of tax returns and owner distributions as required by an external CPA firm. <br>• Create cost accounting reports related to machine and spare parts pricing. <br>• Assist company leadership in the annual budgeting and planning process; administer and review all financial plans and compare to actual results to identify, explain, and correct variances as appropriate. <br>• Prepare reports to analyze vendor activity, salary, and benefits as part of the annual budget and forecasting. <br>• Conduct an inventory analysis, such as turnover, lead time, and profit margins for planning. <br>• Ensure timely processing of customer billing, an active collection of open accounts, recording and paying vendor debts. <br>• Monitor cash and manage payables to enhance cash flow and vendor relationships. <br>• Work with executive and sales staff to determine credit worthiness of potential and current customers. <br>• Perform analysis/review for reasonableness and accuracy to provide information to the Senior Management Team consisting of backlog, bookings, commissions, open purchase orders, and key performance indicators specific to the industry. <br>• Fiduciary responsibilities as it pertains to the company 401(K) and Pension Plans maintaining compliance with ERISA. <br>• Certification and filing annual 5500s. <br>• Continually strive to improve business processes by reviewing computer systems to evaluate current and potential functionality. <br>• Work with insurance broker/agent to determine acceptable coverage in all areas of insurance, not limited to property and casualty, umbrella, officer, etc. <br>• Provide leadership in strengthening internal communications, creating, and promoting a positive and supportive work environment with associates of all levels in the company. <br>• Coordinate all audit activity with banking and financial consultants. <br>• Comply with federal, state, and local legal requirements by filing financial reports and advising management on needed actions. <br>• Work with outside attorneys and consultants as needed.
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p>We are looking for a skilled Portfolio Manager to join our team in Boca Raton, Florida. In this role, you will oversee investment portfolios, conduct in-depth financial analysis, and develop strategies that align with clients' financial goals and risk tolerance. This position offers an exciting opportunity to work closely with clients and contribute to their long-term financial success.</p><p><br></p><p>Responsibilities:</p><p>• Manage and monitor investment portfolios to ensure alignment with clients' financial objectives.</p><p>• Conduct thorough financial and risk analyses to inform strategic investment decisions.</p><p>• Execute trades and optimize portfolio performance based on market trends and economic conditions.</p><p>• Collaborate with clients to tailor investment strategies to their specific goals and risk tolerance.</p><p>• Stay updated on market trends, regulatory changes, and emerging investment opportunities.</p><p>• Work closely with Estate Planning Attorneys to ensure asset preservation for clients' beneficiaries.</p><p>• Provide clear and effective communication to clients regarding portfolio performance and strategy adjustments.</p><p>• Develop and implement innovative solutions to enhance portfolio management processes.</p><p>• Ensure compliance with all relevant financial regulations and industry standards.</p><p>• Identify and address potential risks within the portfolio to safeguard client investments.</p>
<p>Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office with no overtime. This is a perfect opportunity for someone who is seeking a collaborative and supportive environment that promotes a healthy work life balance. </p><p><br></p><p>Responsibilities:</p><p>• Handle the preparation and drafting of various legal documents related to estate planning</p><p>• Coordinate and manage the probate and estate administration process</p><p>• Perform legal research and analysis on relevant laws and regulations pertaining to estate planning and administration</p><p>• Collaborate with the legal team to ensure efficient processing and execution of estate plans</p><p>• Maintain accurate and up-to-date client records and files</p><p>• Address client inquiries and concerns promptly and professionally</p><p>• Monitor ongoing cases and report any significant changes or issues</p><p>• Work closely with attorneys to prepare for court proceedings</p><p>• Ensure compliance with all legal standards and regulations related to estate planning and probate administration</p><p>• Assist in the development and implementation of improved workflow processes within the legal team.</p>
<p>A busy firm in the West Caldwell area is seeking a Collections Specialist to join their growing company. This Collections Specialist will manage accounts receivable processes by working closely with attorneys, clients, and finance staff to ensure timely payments and resolve outstanding debts. The ideal Collections Specialist will have prior experience out of the legal industry, professional services, or something close and have experience with a relevant system such as 3E, Aderant, etc. This Collections Specialist position requires strong communication, high attention to detail, and the ability to multitask. Other responsibilities of this Collections Specialist will include but not be limited to: </p><p><br></p><p>Collections Specialist Responsibilities:</p><ul><li>Collaborate with administrative leadership to address tasks and assignments effectively.</li><li>Assist clients with billing inquiries and provide clear explanations.</li><li>Support assigned partners with collections activities and strategies.</li><li>Follow up on overdue accounts to ensure timely resolution.</li><li>Prepare detailed reports for clients and partners related to accounts receivable.</li><li>Generate and distribute monthly reminder statements to clients.</li><li>Maintain organized and accurate accounts receivable records and files.</li><li>Coordinate with accounting staff to manage cash applications, resolve duplicate payments, and utilize funds held in trust.</li><li>Record all communications and updates in the document management system.</li></ul><p><br></p><p>This Collections Specialist role is paying between $75,000 and $95,000 annually depending on experience. If interested in this Collections Specialist position, apply today! </p>
<p>We are looking for a highly skilled Commercial Real Estate Paralegal to join our team in WPB, Florida. This role requires expertise in drafting lease agreements, managing legal processes, and handling rent escalations with precision. If you have a strong background in civil litigation and trial preparation, we encourage you to apply. <strong>Please send your resume to Stacey Lyons via LinkedIn for IMMEDIATE consideration!!</strong></p><p><br></p><p>Responsibilities:</p><p>• Draft comprehensive commercial real estate lease agreements from inception with accuracy and attention to detail.</p><p>• Review and analyze lease terms, amendments, and related legal documents to ensure compliance with applicable laws and regulations.</p><p>• Handle rent escalation procedures, including calculations and documentation.</p><p>• Utilize Yardi or similar case management software to maintain organized and accurate records.</p><p>• Conduct legal research and discovery to support civil litigation cases.</p><p>• Assist in trial preparation by organizing evidence, drafting pleadings, and coordinating with attorneys.</p><p>• Manage case files effectively, ensuring deadlines are met and all necessary documentation is up-to-date.</p><p>• Communicate with clients and stakeholders to address inquiries and provide updates on case progress.</p><p>• Collaborate with internal teams to streamline processes and improve efficiency in managing real estate legal matters.</p>
