<p>Are you organized, detail-oriented, and thrive in a heads-down, focused environment? Do you enjoy working independently and collaborating with a team as needed to tackle tasks with precision? If so, we have an excellent opportunity for you! We are recommending a <strong>CSC Processing Associate</strong> to join our client's team and play a crucial role in delivering exceptional service to their members.</p><p><br></p><p><strong>What You'll Do:</strong></p><p>As part of the Customer Support Center's Processing Team, your role will be focused on completing and processing tasks in a digital environment. These tasks may include:</p><ul><li>Handling beneficiary changes, policy reinstatements, loan processing, and cash surrender requests.</li><li>Fulfilling duties logged in worklists from CSC Phone Representatives</li><li>Analyze member inquiries; determine steps for resolution; and accurately process within required timeframes</li><li>Working diligently on a computer to manage responsibilities in a highly organized and detailed way</li><li>Maintain accuracy on key financial and administrative tasks</li><li>Duties, responsibilities and your impact in the team will evolve as your knowledge and proficiency grows! </li></ul><p><strong>Who You Are:</strong></p><p>You excel in a heads-down, detail-driven role, thriving on task completion and accuracy. At the same time, you’re not afraid to ask questions or lean on your team for support. You’re self-motivated, great at managing your time, and comfortable working in hybrid and/or remote environments. Bonus points if you have experience with Microsoft Teams and screen-sharing tools!</p><p><br></p><p><strong>Why This Role?</strong></p><p>If you’re looking for a role where you can focus, be productive, and work independently while still being part of a supportive team, this could be the perfect fit for you.</p><p><br></p><p>Flexibility to work in a hybrid capacity is supported. Ideal schedule to align with the team's greatest needs would be 9a-5p M-F; shifts could flex periodically.</p><p><br></p><p><strong>Connect with our team today by calling us directly at (563) 359-7535 or applying online.</strong></p>
<p>An established, 10-attorney firm specializing in estate planning, real estate, and business law is seeking a <strong>Senior Estate Planning Attorney</strong> to lead their growing practice in downtown Seattle. This firm is recognized for its excellent work atmosphere, established practices, and high standards of client service. This firm offers a track to equity partnership and a sustainable work environment and excellent bonus structure.</p><p><strong>Key Responsibilities Include:</strong></p><ul><li>Leading and managing estate planning and probate workflows from intake through completion.</li><li>Delegating work to associates and staff.</li><li>Collaborating efficiently with team members and assisting their growth through training and supervision.</li><li>Proactively marketing estate planning services in coordination with the marketing team.</li><li>Maintaining high-quality client service aligned with the firm’s values and mission.</li></ul><p><strong>Salary and Benefits:</strong></p><p>The salary range for this position is $140,000 to $200,000. Benefits include medical, dental, and vision coverage; flexible paid time off; and participation in a 401(k) with match. Partnership track within 1-2 years is available.</p><p><em>To apply confidentially, send your resume to Cindy[period]Dovinh[at]RobertHalf[period]com</em></p>
<p>A long-standing Seattle law firm is looking to an Associate Attorney to their Estate Planning group. The ideal candidate will have 3+ years of experience in estate and trust matters, including the preparation of legal documents and tax-related filings. This role offers an opportunity to work in a highly regarded practice with a focus on delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.</p><p>• Assist clients in the administration of trusts and probate estates, ensuring compliance with relevant laws.</p><p>• Conduct tax research and provide support for the preparation and filing of federal and state estate tax returns.</p><p>• Advise clients on estate and gift tax planning, leveraging knowledge of relevant Internal Revenue Code and Treasury Regulations.</p><p>• Collaborate with clients to address their estate and trust concerns, offering tailored legal solutions.</p><p>• Manage litigation tasks such as drafting motions, conducting discovery, and preparing briefs as needed.</p><p>• Maintain thorough and organized documentation to support legal proceedings and client interactions.</p><p>• Stay updated on changes in tax laws and regulations to provide accurate and timely advice.</p><p>• Build and maintain strong client relationships through effective communication and exceptional service.</p><p><br></p><p>Firm offers full healthcare coverage, 401k with match, profit sharing, large bonus potential, hybrid work options, and opportunity to grow your practice within the top Estate Planning team in the city!</p><p><br></p><p>To submit your resume confidentially please send to Sam(dot)Sheehan(at)RobertHalf(dot)(com)</p>
<p>We are looking for a highly organized and detail-oriented Senior Executive Assistant to join our team in New Orleans, Louisiana. This short-term contract to permanent position offers the opportunity to work closely with executives, manage complex schedules, and ensure seamless communication and operations. The ideal candidate will thrive in a fast-paced environment, demonstrate excellent problem-solving skills, and have a strong ability to prioritize tasks effectively.</p><p><br></p><p>Responsibilities:</p><p>• Manage executive calendars, including scheduling appointments, meetings, and events, while ensuring time management efficiency.</p><p>• Coordinate travel arrangements, including booking flights, accommodations, and transportation for executives.</p><p>• Prepare and compose clear and accurate business correspondence and reports.</p><p>• Organize and facilitate executive meetings, including preparing agendas, taking minutes, and following up on action items.</p><p>• Handle customer service inquiries and resolve issues promptly and professionally.</p><p>• Collaborate with team members to ensure smooth communication and project execution.</p><p>• Maintain and update records, files, and databases, ensuring confidentiality and accuracy.</p><p>• Conduct ad-hoc analyses and provide insights to support decision-making processes.</p><p>• Monitor and track progress on key performance indicators, providing regular updates to stakeholders.</p><p>• Train and mentor new team members to ensure alignment with company standards and practices.</p>
We are looking for a detail-oriented and personable Receptionist to join our team in Dallas, Texas. This is a contract-to-permanent position ideal for someone who thrives in a fast-paced environment and enjoys providing exceptional service to clients and colleagues. The role requires strong communication skills and the ability to handle multiple tasks efficiently, including managing a multi-line phone system and assisting with day-to-day office operations.<br><br>Responsibilities:<br>• Answer and manage a multi-line phone system, ensuring calls are directed promptly and accurately.<br>• Greet and assist visitors, providing a welcoming and detail-oriented first impression.<br>• Handle inbound calls and respond to inquiries with clarity and professionalism.<br>• Maintain the front desk area, ensuring it is organized and presentable.<br>• Coordinate and manage appointments, schedules, and office calendars.<br>• Support other administrative tasks as needed to ensure smooth office operations.<br>• Communicate effectively with team members and external contacts.<br>• Monitor and distribute incoming mail and packages.<br>• Uphold confidentiality and professionalism at all times when handling sensitive information.
<p>We are looking for a detail-oriented and friendly Receptionist to join our team on a long-term contract basis in Post Falls, Idaho. In this role, you will be the first point of contact for visitors and callers, ensuring a positive and welcoming experience. The ideal candidate will have excellent organizational skills, a customer-oriented approach, and a strong ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors in a courteous and attentive manner, ensuring a positive first impression.</p><p>• Manage a multi-line phone system, answering and transferring calls effectively and promptly.</p><p>• Handle inbound calls, addressing inquiries and directing them to the appropriate departments.</p><p>• Maintain an organized reception area, ensuring it is tidy and presentable at all times.</p><p>• Provide administrative support to the office, including filing, scheduling, and data entry.</p><p>• Deliver exceptional customer service by addressing concerns and providing information.</p><p>• Manage incoming and outgoing mail and deliveries efficiently.</p><p>• Support the team with additional tasks and projects as required.</p>
<p>• The Billing, Credit & Collections Specialist generates project invoice transactions and oversees assigned Accounts Receivable (A/R) Collections, ensuring the integrity and accuracy of A/R transactions</p><p>• Manage the processing of cash receipts daily; monitor client accounts regularly and identify and pursue delinquent accounts</p><p>• Research and resolve payment discrepancies, short pays, and customer disputes in a professional manner</p><p>• Enter invoices to supplier portals</p><p>• Collaborate with the sales, customer service, and finance teams to resolve billing issues</p><p>• This position interacts closely with the company’s Proposals & Contracts and Project Management teams, and has high visibility across the organization, driving company operations for billing and collections</p><p>• Independently lead the Collections function to ensure prompt and orderly collection of billed transactions; regularly engage within the Company (Finance, Project Managers, Business Development, etc.) and with external customers to elevate A/R Collections to an optimal level</p><p>• Tactfully & extensively communicate (phone and email) to critical and sizeable clients seeking payment on funds owed for work completed</p><p>• Prepare and issue monthly invoices for all billable projects and costs, including hourly, unit, and pass-through; guarantee timely and accurate tracking of customer contracts, change orders, and service invoices; meet departmental billing deadlines</p><p>• Prepare monthly client financial summaries and estimates, and report KPI type data on A/R, cash collections, and days sales outstanding (DSO) to the Senior Leadership Team within the Company</p><p>• Responsible for account reconciliation and analysis for balance sheet accounts including but not limited to cash and accounts receivable</p><p>• Research, review, obtain approval (as needed), and process credit memo requests, and support Project Management with customer billing inquiries; research unpaid or disputed amounts and engage Proposals & Contracts, Project Management, and Finance departments to lead resolution and correction of customer issues and billing errors</p><p>• Responsible for analyzing the creditworthiness of prospective and current customers and make recommendations for credit limit and payment terms.</p><p>• Examining credit history using credit agency tools (D& B) and evaluating potential risks</p><p>• Provide year-end support of auditor requirements, which may include research and reconciliation; perform additional assignments, as directed by Finance Manager</p><p>• Participate in efforts to achieve department and company goals</p><p>• Create and update suppliers</p><p>• Performs other duties as assigned</p><p>• Crosstrain within the accounting department</p><p><br></p>
<p><em>The salary range for this position is $150,000 - $160,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Description:</strong></p><p>As a Tax Manager, you will be working on variety of clients and will specialize in the taxation of financial products and investment vehicles providing both tax consulting and tax compliance services to: Proprietary/High Frequency Trading Firms; Broker-Dealers; Commodity Pools and Hedge Funds; as well as high-net-worth individuals associated with these types of entities and other investors focused in the financial services industry.</p><p>The Tax Manager will deal with complex financial products including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and other derivative products. The Tax Manager will work closely with our Tax Partner to research new tax rules, prepare and review tax returns, and to develop our tax practice within the financial services industry. The ideal individual will be a professional willing to coach, develop and lead tax professionals, and build a team of dedicated tax specialists.</p><p> </p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented and organized Receptionist to assist with front desk responsibilities on a short-term contract basis in New Orleans, Louisiana. This position is ideal for someone who can efficiently manage daily administrative tasks and provide excellent customer service. The role requires strong communication skills and proficiency in handling multi-line phone systems and basic office software.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and ensure they feel welcomed upon arrival.</p><p>• Manage incoming calls through a multi-line phone system and direct them appropriately.</p><p>• Organize and maintain files and documents for easy accessibility.</p><p>• Schedule and confirm appointments as needed.</p><p>• Respond to email correspondence promptly and professionally.</p><p>• Perform accurate data entry tasks to update records and databases.</p><p>• Provide support for office operations, including managing supplies and equipment.</p><p>• Assist with creating and updating documents using Microsoft Word, Excel, and Outlook.</p><p>• Handle customer inquiries and resolve issues in a timely manner.</p><p>• Collaborate with team members to maintain a smooth workflow.</p>
<p>We are looking for a dedicated Bilingual Receptionist to join our team in Rochester, New York. In this contract role, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and organized environment. Your organizational skills and proficiency in Microsoft Word and Outlook will be essential in managing daily administrative tasks effectively.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors and callers promptly, offering exceptional customer service.</p><p>• Manage incoming phone calls and direct them to the appropriate departments or individuals.</p><p>• Maintain an organized reception area to ensure it meets detail-oriented standards.</p><p>• Schedule and coordinate appointments or meetings as required.</p><p>• Utilize Microsoft Word to create and edit documents with accuracy.</p><p>• Handle email correspondence efficiently using Microsoft Outlook.</p><p>• Support administrative tasks such as filing, data entry, and record keeping.</p><p>• Collaborate with team members to ensure smooth daily operations.</p><p>• Monitor and replenish office supplies as needed.</p><p>• Uphold confidentiality and integrity in all interactions.</p>
We are looking for an Office Services Associate to join our team in Boulder, Colorado, on a contract basis. This role involves providing essential office support services, ensuring operational efficiency, and maintaining a detail-oriented environment. The ideal candidate will bring strong organizational skills, excellent customer service abilities, and a proactive attitude to contribute to the smooth functioning of office operations.<br><br>Responsibilities:<br>• Perform reprographics, mail services, and intake tasks following established procedures and guidelines.<br>• Maintain and organize conference rooms while ensuring office supplies are replenished regularly.<br>• Operate and troubleshoot office equipment, including printers and copiers, with minimal supervision.<br>• Ensure job tickets are accurately completed and manage workflow to meet deadlines.<br>• Conduct quality assurance checks on completed tasks for accuracy and adherence to standards.<br>• Communicate effectively with supervisors and clients to address job-related concerns or updates.<br>• Utilize logs to track office services activities and maintain accurate records.<br>• Lift and transport supplies or equipment weighing up to 50 pounds as part of daily operations.<br>• Follow company policies and procedures while prioritizing tasks to meet organizational needs.<br>• Support other service lines, including hospitality, reception, and audio/visual setups, as required.
<p>A boutique firm specializing in personal injury law is seeking a Litigation Paralegal to join their team in Eugene, Oregon. The firm handles medical malpractice, product liability, abuse/neglect, and other complex liability cases, providing compassionate and client-focused service.</p><p><em>Key Responsibilities Include:</em></p><ul><li>Manage cases from pre-litigation through litigation.</li><li>Request, review, and summarize medical records.</li><li>Draft settlement demands; open PIP claims; negotiate liens and subrogation; conduct balance verifications.</li><li>Prepare pleadings and motions; manage discovery documents (requests and responses); review discovery; track case deadlines.</li><li>Provide trial and mediation preparation and support.</li></ul><p><em>Salary and Benefits:</em></p><p>The salary range for this position is $60,000 to $70,000. Benefits include paid parking; 100% employer-paid premiums for medical and vision coverage; 401(k) with 3% safe harbor contribution; 4 weeks of paid time off; paid holidays.</p><p><em>To apply confidentially, send your resume to Cindy[period]Dovinh[at]RobertHalf[period]com</em></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Director of Operations</strong></p><p><br></p><p><strong>About the Role:</strong></p><p> We are seeking an experienced Associate Director of Operations to lead a client service team and collaborate with investment operations to ensure exceptional service delivery. This role involves managing processes, improving workflows, and supporting complex investment activities in a dynamic, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and train a team of client service professionals.</li><li>Coordinate with custodians and external data providers.</li><li>Allocate resources and review advisor requests across multiple locations.</li><li>Oversee daily, monthly, and annual transactions, ensuring accuracy and compliance.</li><li>Refine and implement processes for client onboarding, maintenance, and transaction reconciliation.</li><li>Work closely with reporting teams to provide timely client data and transaction details.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Potential for equity participation after three years.</li><li>Healthcare and dental coverage.</li><li>401(k) with profit-sharing contributions.</li><li>Paid time off, holidays, and additional perks such as commuter benefits and wellness stipends.</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Controller – Management Company (Private Equity/Venture Capital)</strong></p><p><br></p><p>A leading fund administration firm is seeking a <strong>Controller</strong> to oversee accounting for the management companies of multiple private equity and venture capital clients across North America. This is a client-facing role offering exposure to top-tier investment firms and the opportunity to lead accounting operations in a fast-paced, high-growth environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead accounting for multiple management company clients (8–12 accounts).</li><li>Supervise and mentor associate accounting staff.</li><li>Oversee onboarding, systems implementation, and operational workflows.</li><li>Manage AP, payroll, journal entries, reconciliations, and financial reporting.</li><li>Prepare 1099s and support tax compliance across jurisdictions.</li><li>Collaborate with fund teams to reconcile intercompany transactions.</li><li>Serve as the primary point of contact for client communications and relationship management.</li><li>Contribute to budgeting, forecasting, and process improvement initiatives.</li></ul><p><strong>Why This Role Stands Out:</strong></p><ul><li>Work with premier VC and PE firms and gain insight into how leading investment platforms operate.</li><li>Join a team-oriented, entrepreneurial culture that encourages ownership and growth.</li><li>Full benefits package including Medical, Dental, Vision, 401(k) match, and generous PTO.</li><li>Flexible hybrid schedule after initial onboarding period.</li></ul>
We are looking for a dedicated and detail-oriented Receptionist to join our team in Odessa, Texas. This is a Contract to permanent position within the energy and natural resources industry, offering an excellent opportunity to grow your career. The ideal candidate will serve as the first point of contact for visitors and provide essential administrative support to ensure smooth office operations.<br><br>Responsibilities:<br>• Greet and assist visitors in a friendly and detail-oriented manner, ensuring a welcoming office environment.<br>• Manage the front desk by answering and directing calls using a multi-line phone system.<br>• Perform data entry tasks with accuracy, including uploading invoices into the system.<br>• Monitor and manage office supply inventory, placing orders as needed to maintain stock levels.<br>• Handle inbound calls and redirect them to the appropriate team members or departments.<br>• Maintain an organized and tidy reception area, ensuring it reflects a detail-oriented image.<br>• Provide general administrative support to the team as required.<br>• Assist with coordination of office activities and address any visitor or staff inquiries promptly.
<p><em>The salary range for this position is $90,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are inviting applications for the role of a Sr. Accountant at our Illinois location. In this crucial role, you will be a primary contact for our fund board members, handle client inquiries, and manage revenue and expense projections. You will also be responsible for preparing financial statements, collaborating with external auditors, and conducting analyses for senior management review. This role plays a pivotal part in our operations within the finance industry.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Engage with third-party administrators and external auditors for the preparation and issuance of the funds’ financial statements and other regulatory filings.</p><p>• Liaise with teams across the firm in sales, client service, legal, operations, and corporate finance on all fund-related matters.</p><p>• Oversee client inquiries and manage overall fund operating procedures.</p><p>• Conduct analyses related to product development and new initiatives for review by senior management.</p><p>• Support portfolio management teams with ad hoc portfolio reporting requests or investor-related queries.</p><p>• Collaborate effectively with all members of the fund administration team to ensure consistent reporting and processes.</p><p>• Leverage portfolio accounting systems to manage the monthly performance reporting process.</p><p>• Consistently review the functions’ processes to enhance efficiencies and identify improvement opportunities.</p><p>• Work with third-party tax preparers to create investor tax deliverables and respond to investor-driven questions.</p><p>• Contribute to projects related to all funds in scope, including private hedge funds, US Registered funds, Irish UCITS, Canadian funds, and Luxembourg funds.</p>
We are looking for a dedicated and bilingual Receptionist to join our team in Miami, Florida. In this role, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and organized environment. This is a Contract to permanent position within a non-profit organization, offering an excellent opportunity to grow your career while contributing to meaningful work.<br><br>Responsibilities:<br>• Welcome and assist visitors, ensuring a positive first impression.<br>• Answer and manage a multi-line phone system, directing calls efficiently.<br>• Respond to inbound calls and provide accurate information or route inquiries appropriately.<br>• Maintain a clean and organized front desk area.<br>• Handle basic administrative tasks such as scheduling and filing.<br>• Ensure communication is clear and effective in both English and Spanish.<br>• Monitor and manage office supplies inventory for the front desk.<br>• Collaborate with team members to support daily operations.
We are looking for a detail-oriented and highly organized Senior Receptionist to join our team in Perrysburg, Ohio. In this Contract-to-Permanent position, you will play a pivotal role in providing administrative support, managing schedules, and ensuring smooth day-to-day operations. This role is ideal for someone with strong proofreading skills and experience in administrative assistance.<br><br>Responsibilities:<br>• Greet visitors and handle incoming calls professionally, ensuring excellent customer service.<br>• Proofread documents and correspondence to maintain accuracy and consistency.<br>• Manage calendars, including scheduling meetings, appointments, and conference calls.<br>• Coordinate travel arrangements, including booking flights, accommodations, and transportation.<br>• Prepare and handle export and import documentation efficiently.<br>• Provide general administrative support, including filing, data entry, and maintaining records.<br>• Assist with organizing and facilitating conference calls and meetings.<br>• Serve as a central communication point for internal and external inquiries.<br>• Maintain the front desk area, ensuring it remains presentable and organized.<br>• Collaborate with team members to support ongoing projects and tasks.
<p><em>The salary range for this position is $100,000-$110,000 plus bonus and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul><p><br></p>
<p><em>The salary range for this position is $100,000-$110,000 plus bonus and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul>
<p><strong>Job Description:</strong></p><p>We are seeking a self-motivated and dynamic <strong>Credit and Collection Specialist</strong> to join our team in El Segundo. This role requires strong organizational skills, adaptability to fast-paced environments, and the ability to manage a portfolio of assigned accounts proactively. The Credit and Collection Specialist will focus on maximizing cash collections, minimizing bad debt, and surpassing departmental objectives. This professional will play a key role in maintaining strong relationships and contributing to effective process improvements across the department.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Take ownership of customer accounts by managing outstanding receivables in a timely manner to mitigate write-offs.</li><li>Proactively reach out to customers to ensure diligent follow-up regarding past-due balances.</li><li>Maintain accurate and up-to-date documentation on all collection efforts.</li><li>Deliver exceptional customer service to resolve disputes, process customer refunds, reconcile accounts, and address credit line changes.</li><li>Organize and prioritize multiple responsibilities amidst high transaction volume and workflow changes.</li><li>Investigate and resolve billing discrepancies, escalating internal issues when necessary.</li><li>Apply judgment in resolving adjustments, disputes, unapplied payments, reconciliation needs, and account hold placements due to payment delays or delinquency.</li><li>Escalate unresolved accounts promptly, adhering to departmental standards.</li><li>Support documentation preparation for accounts submitted to third-party agencies or deemed uncollectible.</li><li>Build and maintain solid relationships with both internal and external customers.</li><li>Analyze data from customer account reports and apply insights to collection efforts.</li><li>Actively contribute to department initiatives and projects, including process improvement efforts, trainings, and cross-functional collaboration.</li><li>Assist teammates by cross-training on customer portfolios for seamless coverage.</li><li>Process and distribute customer invoices and statements accurately.</li><li>Manage incoming and outgoing communication (emails, phone calls) effectively to support the collection process.</li></ul><p><br></p>
We are looking for a detail-oriented and organized Receptionist to join our team on a contract basis in Raleigh, North Carolina. This role requires excellent communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced office environment. As the first point of contact for visitors and callers, you will play a key role in ensuring smooth daily operations.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring a welcoming and organized atmosphere.<br>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.<br>• Perform data entry tasks with accuracy and efficiency.<br>• Operate basic office equipment, such as printers, copiers, and fax machines.<br>• Maintain a clean and organized reception area.<br>• Handle incoming and outgoing mail, including sorting and distribution.<br>• Provide administrative support to various departments as needed.<br>• Schedule appointments and manage calendars for team members.<br>• Monitor office supplies and coordinate replenishment when necessary.<br>• Respond promptly to inquiries and provide information to employees and clients.
<p>A well-established and growing intellectual property law firm, known for its commitment to protecting innovation, is seeking a skilled <strong>Patent Attorney</strong> with a <strong>Mechanical Engineering background</strong> to join their collaborative team. If you are passionate about working with cutting-edge technologies in mechanical and electro-mechanical systems while delivering exceptional client service, this role may be the perfect fit.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft and prosecute U.S. and international patent applications for intricate mechanical and electro-mechanical systems.</li><li>Conduct patentability assessments, prior art searches, validity analyses, infringement analyses, and freedom-to-operate opinions.</li><li>Build and implement effective intellectual property strategies, including patent portfolio management and risk evaluations.</li><li>Collaborate closely with inventors, engineers, and legal colleagues to turn innovative concepts into high-quality patent applications.</li><li>Manage a sophisticated patent docket independently while meeting deadlines.</li><li>Conduct client consultations, provide legal insights, and undertake administrative duties as needed.</li></ul><p><br></p>
<p>Our client near McCandless, PA is hiring for a Receptionist / Office Assistant plays a key role in ensuring the smooth daily operation of the office by managing front desk responsibilities, coordinating events and trainings, assisting with administrative tasks, and maintaining a welcoming and professional environment for all guests and employees. This opportunity is contract with a possibility of contract to hire. Hours: 8am - 5PM. Pay depending on experience: $16-20. </p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Greet and welcome all visitors, ensuring a professional and friendly first impression.</p><p><br></p><p>Answer, screen, and route incoming calls promptly and accurately.</p><p><br></p><p>Manage front desk operations, including visitor sign-ins and maintaining security protocols.</p><p><br></p><p>Support coordination and setup for on-site meetings, trainings, and special events.</p><p><br></p><p>Assist with ordering and organizing catering or lunches for meetings and staff events.</p><p><br></p><p>Monitor and maintain office supplies, placing orders as needed to ensure stock levels.</p><p><br></p><p>Manage postage and shipping needs, including incoming and outgoing mail and packages.</p><p><br></p><p>Provide general administrative support to staff and management as needed.</p><p><br></p><p>Maintain cleanliness and organization of shared office spaces, conference rooms, and reception area.</p><p><br></p><p>Coordinate with facilities and vendors for office maintenance or service requests.</p><p><br></p>
We are looking for a detail-oriented Medical Billing Specialist to join our team in Chicago, Illinois. This Contract-to-permanent position offers the opportunity to play a key role in ensuring accurate billing and claims processing within the healthcare sector. The ideal candidate will bring expertise in medical billing, coding, and collections while demonstrating a strong commitment to compliance and patient confidentiality.<br><br>Responsibilities:<br>• Review and validate patient billing information to ensure accuracy and completeness.<br>• Prepare and submit insurance claims electronically or via paper, adhering to industry standards.<br>• Investigate and resolve unpaid claims by coordinating with insurance providers and addressing billing discrepancies.<br>• Collaborate with healthcare providers, patients, and insurance companies to facilitate accurate billing processes.<br>• Maintain strict patient confidentiality and adhere to relevant healthcare regulations.<br>• Keep up to date with current insurance guidelines and billing codes to ensure compliance.<br>• Utilize specialized billing platforms and tools, including Epaces, for claims processing.<br>• Monitor and manage medical collections to ensure timely resolution of outstanding balances.<br>• Provide support for coding tasks related to medical claims and documentation.
