<p><strong>Transitioning Out of Public Accounting? If you have experience in public accounting—particularly from a Big 4 or national firm—and are seeking a role that is more analytical, forward-looking, and impactful, this opportunity may be an excellent next step.</strong></p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><br></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Compensation:</strong> $90,000–$120,000 base salary + Bonus + Full Benefits</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is partnering with a growing M& A advisory firm in San Francisco is seeking a Senior Associate to join its financial due diligence team. In this role, you will support private equity and corporate buyers by evaluating potential acquisitions, analyzing financial performance, and helping clients make informed investment decisions. This position offers the chance to leverage your audit experience in a more dynamic, transaction-oriented setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform financial analyses for target companies, including quality of earnings, working capital assessments, and cash flow analysis</li><li>Build and refine Excel-based financial models (M& A-specific training provided)</li><li>Prepare client-facing reports, presentations, and deliverables</li><li>Collaborate closely with senior team members and client stakeholders throughout the transaction process</li><li>Develop a comprehensive understanding of the M& A lifecycle from initial evaluation through closing</li></ul>
<p><strong>Transitioning Out of Public Accounting? Explore a Strategic, Deal-Focused Career Path</strong></p><p>If you have experience in public accounting—particularly from a Big 4 or national firm—and are seeking a role that is more analytical, forward-looking, and impactful, this opportunity may be an excellent next step.</p><p><br></p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Compensation:</strong> $90,000–$120,000 base salary + Bonus + Full Benefits</p><p><br></p><p>A growing M& A advisory firm in San Francisco is seeking a Senior Associate to join its financial due diligence team. In this role, you will support private equity and corporate buyers by evaluating potential acquisitions, analyzing financial performance, and helping clients make informed investment decisions. This position offers the chance to leverage your audit experience in a more dynamic, transaction-oriented setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform financial analyses for target companies, including quality of earnings, working capital assessments, and cash flow analysis</li><li>Build and refine Excel-based financial models (M& A-specific training provided)</li><li>Prepare client-facing reports, presentations, and deliverables</li><li>Collaborate closely with senior team members and client stakeholders throughout the transaction process</li><li>Develop a comprehensive understanding of the M& A lifecycle from initial evaluation through closing</li></ul>
<p><em>The salary range for this position is $95,000-$100,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong>Job Description:</strong></p><p> As part of the Financial Services Industry team, you’ll work with some of the nation’s leading private equity, hedge, and other alternative investment funds. You’ll</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the engagement lead on specific client accounts</li><li>Take responsibility for pre-engagement planning, execution, and final deliverables</li><li>Develop detailed engagement work plans</li><li>Illustrate budgets and schedules</li><li>Actively participate in proposals</li><li>Manage a team of staff associates, including interns, while providing regular performance coaching and feedback</li><li>Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership</li></ul><p><br></p><p><strong> </strong></p>
<p>Our client is growing Private Equity firm continuing to grow their internal team to support the ongoing success and fundraising efforts.</p><p>There are multiple roles here at various levels. If you are looking to gain access into the PE industry by leveraging your accounting background, this is one good way.</p><p><br></p><p>This position is responsible for financial reporting and accounting for investment-related entities. You'll get into preparing and reviewing financial statements, ensuring compliance with accounting standards, and supporting various internal functions.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare periodic financial statements and related reports.</li><li>Review work completed by third-party service providers.</li><li>Oversee accounting, reporting, and compliance for assigned entities.</li><li>Manage administrative tasks such as capital activity and distributions.</li><li>Assist with preparation of materials for stakeholders and respond to information requests.</li><li>Coordinate with external auditors for year-end audits.</li><li>Support tax-related processes and allocations.</li><li>Monitor cash activity and reconcile accounts.</li><li>Maintain and update investment records and related data.</li><li>Record daily transactions in accounting systems.</li></ul><p><br></p>
<p>We are looking for an experienced attorney to join our client's well-respected law firm on their General Liability team in Philadelphia, Pennsylvania. This role offers an exciting opportunity for a mid-level lawyer to handle a variety of insurance defense and liability litigation matters. The ideal candidate will bring strong analytical skills, legal expertise, and a commitment to delivering excellent results.</p><p><br></p><p>Responsibilities:</p><p>• Manage a diverse range of general liability litigation cases from inception to resolution.</p><p>• Draft and file legal pleadings, motions, and briefs with precision and attention to detail.</p><p>• Conduct thorough discovery processes, including reviewing documents and preparing responses.</p><p>• Take depositions to gather essential case information and build effective legal strategies.</p><p>• Represent clients in arbitrations, trials, and other legal proceedings.</p><p>• Provide expert advice on insurance defense matters, ensuring compliance with relevant laws and regulations.</p><p>• Collaborate with senior attorneys and legal teams to develop case strategies and solutions.</p><p>• Maintain clear and consistent communication with clients regarding case progress and legal options.</p><p>• Stay updated on legal trends and changes in liability and insurance defense laws.</p><p>• Contribute to the firm's growth by mentoring less experienced team members and sharing expertise.</p>
We are looking for a Senior Associate to join the Real Estate Group of a respected private equity firm based in Boston, Massachusetts. In this role, you will play a critical part in overseeing accounting and reporting processes for a diverse portfolio of direct real estate investments. This position offers the opportunity to collaborate with various internal teams and external partners, ensuring the financial success of a wide range of asset sectors.<br><br>Responsibilities:<br>• Manage accurate accounting and reporting for real estate investments on a monthly and quarterly basis, including reviewing promote and management fee calculations.<br>• Maintain regular communication with joint venture partners to discuss financial operations and transactions.<br>• Collaborate with the fund administrator to review and ensure the accuracy of quarterly and annual financial statements.<br>• Perform weekly fund cash availability analyses to assess loan drawdowns and repayments.<br>• Coordinate and review investor-level capital calls and distribution notices, ensuring accuracy and timeliness.<br>• Evaluate internal valuations and external appraisals of real estate assets, preparing detailed materials for the Valuation Committee.<br>• Work closely with cross-functional teams such as Investment, Portfolio Analytics, Tax, and Legal on financial matters related to investments and funds.<br>• Oversee the completion and accuracy of fund-level audits by liaising with auditors.<br>• Review annual property budgets and monitor budget-to-actual variances, providing insights and recommendations.<br>• Lead special projects aimed at improving internal processes and team efficiency.
<p><em>The salary range for this role is $90,000-$95,000 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>Upgrade your sweater weather season with a role that pays more, and respects your work-life balance.</p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Serve as the engagement lead on specific client accounts</li><li>Take responsibility for pre-engagement planning, execution, and final deliverables</li><li>Writing memos and tax alerts</li><li>Assist with internal and external presentations</li><li>Develop detailed engagement work plans</li><li>Illustrate budgets and schedules</li><li>Actively participate in proposals</li><li>Researching complex federal income tax law</li><li>Learn about and provide insight on new and complex tax provisions across all federal income taxes</li><li>Create tax models and checklists to be used by other members of the federal tax team</li><li>Be a tax technical resource to firm partners and managers</li></ul>
<p><em>The salary range for this position is $120,000-$125,000 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 on the lookout for a meticulous and organized Sr. Associate - Fund Accountant to become a part of our team. Situated in Chicago, Illinois, this role involves the processing of customer credit applications, the maintenance of precise customer credit records, and the resolution of customer inquiries. Furthermore, the job requires the monitoring of customer accounts and the execution of appropriate actions.</p><p><br></p><p>Responsibilities</p><p>• Efficiently process credit applications from customers</p><p>• Oversee and reconcile account transactions</p><p>• Ensure the accuracy of customer credit records</p><p>• Conduct balance sheet reconciliations</p><p>• Manage journal entries in the general ledger</p><p>• Utilize Microsoft Excel for various accounting tasks</p><p>• Handle the month-end close procedures</p><p>• Operate accounting software such as NetSuite, Oracle, and SAP</p><p>• Resolve inquiries from customers</p><p>• Monitor customer accounts and take appropriate actions when necessary</p>
<p><strong>Job Description:</strong></p><p>An exciting opportunity is available for an experienced Tax Senior – Corporate professional. This role involves utilizing tax research skills and foundational knowledge to navigate potential tax issues, preparing tax documentation, and working with tax software to complete and review tax returns. The individual will also engage in tax planning, risk identification, and compliance activities. Key responsibilities include acting as the main client contact for general inquiries and overseeing the work of Tax Associates, providing guidance and performance feedback when necessary.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather data and prepare federal, state, and local tax returns for operating partnerships, S-corporations, and personal tax returns for business owners.</li><li>Conduct research and compliance analysis regarding state and/or local tax reporting requirements.</li><li>Draft responses to notices received from tax authorities.</li><li>Prepare tax returns using tax software applications.</li><li>Develop tax projections for quarterly estimates and extensions.</li><li>Analyze state tax positions to identify tax efficiencies, such as composite tax or PTE elections.</li><li>Recommend tax minimization actions based on personal circumstances.</li><li>Track tax return filing and payment deadlines to maintain compliance.</li></ul><p><strong>Supervisory Responsibilities:</strong></p><ul><li>Supervise and manage daily work assignments.</li><li>Provide written and verbal performance feedback for associates and interns.</li><li>Act as a mentor and leader to junior team members.</li></ul>
<p>Are you passionate about litigation and looking for a role where you can make a meaningful impact as part of a dedicated team? Our Northwestern Suburb Law Firm client is seeking a skilled <strong>Civil Litigation Attorney</strong> to join our long-established and well-respected litigation team! This opportunity is perfect for an attorney who thrives in a general practice environment. You’ll gain exposure to a broad range of litigation matters, handling cases that span <strong>trusts and estates litigation, contract disputes, and more.</strong></p><p><br></p><p><strong>Why You’ll Love This Position:</strong></p><ul><li><strong>Close-Knit Team Environment:</strong> As part of our small litigation team, you’ll play an active and integral role in the success of the firm. Your contributions will matter from day one!</li><li><strong>Diverse Caseload:</strong> Experience the variety of general practice litigation while building an impressive portfolio of cases across multiple practice areas.</li><li><strong>No Billable Hour Requirement:</strong> Enjoy the freedom to focus on doing your best work for clients without the pressure of meeting billable hour quotas.</li><li><strong>Mentorship and Growth:</strong> Work alongside experienced attorneys dedicated to your professional development. This is a tremendous opportunity for mentorship and long-term career growth.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Represent clients in a variety of civil litigation matters, including trusts and estates disputes, contract enforcement, and other general practice areas.</li><li>Handle all phases of litigation, from pleadings and discovery to trial and post-trial motions.</li><li>Collaborate with colleagues to develop creative strategies and solutions to meet client needs.</li><li>Maintain high ethical standards and uphold the firm’s reputation for client-focused service.</li></ul><p><br></p><p><br></p>
<p>We are on the hunt for an experienced Senior Audit Associate to join our team based in Sacramento, California. In this role, you will be responsible for managing and assisting in planning multiple audit assignments across various sectors, executing day-to-day audit activities, and supervising and mentoring associates. This opportunity is hybrid and offers a strong compensation and benefits package. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage multiple audit assignments in sectors such as Nonprofit, Benefits Plans, Governmental entities, and other industries.</p><p>• Execute the daily tasks associated with audit engagements.</p><p>• Supervise the entire client engagement process from commencement to conclusion, including managing the budget, planning, execution, directing staff, and finalizing financial statements.</p><p>• Prepare necessary financial statements, related disclosures, and management letters, ensuring quality, thoroughness, and accuracy.</p><p>• Identify and communicate technical matters to both clients and firm management.</p><p>• Maintain proactive and effective communication with management, staff, and clients.</p><p>• Utilize Accounting Software Systems and Audit Program to perform Accounting Functions and Audit Engagements.</p><p>• Develop and maintain strong client relationships.</p><p>• Craft and execute Audit Plans as an Audit Senior.</p>
<p>Our client, a growing White Plains-based firm, is seeking a Senior Associate Attorney with a minimum of 5 years of legal experience to join its expanding mass arbitration practice. This is a unique opportunity to be part of a dynamic team that is shaping the future of arbitration work at scale.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Associate will take a leading role in managing and overseeing arbitration matters—both consumer and commercial—for a range of clients. The ideal candidate will bring hands-on experience with major arbitration providers such as the American Arbitration Association (AAA) and JAMS, and a strong understanding of the procedural and strategic differences between arbitration and traditional litigation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>• Oversee and manage all phases of arbitration matters, including initiating filings, coordinating discovery, and handling procedural motions and hearings.</p><p>• Serve as a subject matter expert on arbitration processes, rules, and best practices.</p><p>• Supervise or coordinate day-to-day operations of ongoing arbitrations, ensuring deadlines and procedural requirements are met.</p><p>• Collaborate with team members and firm leadership to refine and scale arbitration processes using firm-developed software and workflow systems.</p><p>• Contribute to client strategy, risk assessment, and case management planning.</p><p>• Mentor junior team members and help grow the firm’s arbitration capabilities.</p><p><br></p><p><br></p>
<p>From Public Accounting to Prestige: Your Next Move could be a Senior Tax Associate with an Iconic, Luxury Brand!</p><p>Our client has an immediate opening for a Senior Tax Associate. As part of the NY based accounting and finance team, you will support the company’s in-direct tax filing process and prepare timely sales and use tax documents. This is more than just a compliance role—it’s an opportunity to join an industry leader, furthering your knowledge base and advancing your career!</p><p>Take advantage of the opportunity to gain more balance in your work life. By leaving client service and busy season behind, you will be able to apply your skills directly inside a fast-paced, growing business. You’ll gain exposure across retail and digital channels, partner with cross-functional teams, and see the immediate impact of your work.</p><p><br></p><p>Other responsibilities include:</p><p>• Managing and applying for business licenses across retail and e-commerce operations</p><p>• Researching evolving tax laws and support compliance initiatives</p><p>• Contributing to tax technology and system enhancements</p><p>• Assisting with audits, resolve discrepancies, and respond to tax notices</p><p><br></p><p>For immediate consideration please email Kristin.Kelleher@roberthalf.</p>
<p>We are looking for a diligent and motivated individual to join our growing tax department. The Senior Tax Associate will report directly to the Senior Tax Manager and focus on the company's tax compliance and reporting needs, while also assisting on development projects. The ideal candidate is a team player with experience in tax return preparation, tax provision, strong knowledge of tax laws and regulations, and solid accounting expertise.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>Support coordination and timely filing of federal, state, and local income tax returns, including review of work prepared by external advisors.</p><p>Prepare quarterly estimated tax payments for federal and state filings.</p><p>Assist in preparing and reviewing complex tax calculations.</p><p>Compile supporting financial statements and documents.</p><p>Help conduct tax research and prepare memos.</p><p>Assist in resolving tax notices and audits at federal, state, and local levels.</p><p>Support a variety of tax compliance and reporting projects as needed.</p><p>Maintain and enhance processes for income tax-related internal controls.</p><p>Identify and implement process improvements within the tax function.</p><p>Take on additional duties as assigned by management.</p><p>Education & Experience:</p><p><br></p><p>Bachelor’s degree in Accounting or Tax; Master’s degree is a plus.</p><p>CPA license strongly preferred.</p><p>Minimum 2–3 years of relevant tax experience with a large corporate or public accounting firm.</p><p>Experience with major public accounting firms preferred.</p><p>Must be detail-oriented, organized, and resourceful.</p><p>Ability to manage multiple tasks and work within tight deadlines.</p><p>Excellent communication skills, both written and verbal.</p><p>Capable of handling multiple projects independently with minimal supervision.</p><p>Experience managing and developing people is preferred.</p><p>Ability to work and communicate effectively across various teams and with outside regulatory agencies, auditors, and management.</p>
<p>Mid-sized law firm looking to hire a Senior Associate/ Counsel. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations and evaluations of potential legal claims.</p><p>• Draft and review legal documents such as complaints, briefs, and memoranda.</p><p>• Lead discovery processes, including managing document reviews and conducting depositions.</p><p>• Prepare for and actively participate in trials, ensuring strategic representation of clients.</p><p>• Negotiate settlements and collaborate on case resolutions in complex litigation matters.</p><p>• Supervise eDiscovery efforts and ensure compliance with legal standards.</p><p>• Coordinate with internal teams and external stakeholders to manage case progress.</p><p>• Stay informed on legal precedents and industry developments to strengthen case strategies.</p><p>• Contribute to the firm's mission-driven initiatives through innovative problem-solving.</p>
<p><em>The salary range for this position is $95,000-$115,000 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>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Tax Associate position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p>:<strong>Responsibilities</strong></p><ul><li>Prepare tax documents and assist on tax return preparation</li><li>Review and analyze financial statements</li><li>Manage workload and complete work to meet required regulatory deadlines</li></ul><p><br></p>
<p><strong>San Francisco (Presidio) – Hybrid, 1–2 days in office</strong></p><p><strong>$120–130k Base + Bonus</strong></p><p> </p><p><strong>If interested in this role, please send a message to <em>Jennifer Fukumae on LinkedIn</em> for quickest consideration.</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is partnering with a growing private investment firm. This a small, tight-knit team investing across unique alternative assets</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain Fund and GP general ledgers, including quarterly expenses, accruals, intercompany activity, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support timely audits and tax filings; coordinate with outside service providers and research technical accounting/tax issues</li><li>Monitor fund cash positions</li><li>Calculate and process capital calls and distributions</li><li>Review reporting packages from junior team members (capital activity, financial statements, LP deliverables, etc.)</li><li>Advise on non-routine or complex accounting transactions</li><li>Coach and mentor junior accountants</li><li>Partner with Investor Relations to address LP inquiries</li></ul><p><br></p>
<p><em>The salary for this position is $95,000 - $100,000 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>Responsibilities:</strong></p><p>• Prepare tax documents and assist on tax return preparation </p><p>• Review and analyze financial statements </p><p>• Manage workload and complete work to meet required regulatory deadlines </p>
<p>Our client is a fast-growing boutique law firm representing owners, developers, condominiums, cooperatives, contractors, and high-net-worth clients in complex real estate and construction matters. It handles high-stakes litigation and sophisticated transactional work, including RPAPL §881 access proceedings, DOB/LL11 issues, construction defect disputes, and real estate–driven commercial matters.</p><p><br></p><p>We are seeking a litigation attorney who operates with autonomy, judgment, and a partner-level mindset. You must be able to run matters independently, communicate directly with clients, and think strategically across both litigation and transactional dimensions. This is a role for someone who wants responsibility, speed, meaningful client interaction, and the ability to shape the firm's future as we scale.</p><p><br></p><p>Responsibilities:</p><p>• Manage all aspects of litigation cases, including drafting pleadings, motion practice, conducting discovery, negotiating settlements, and preparing for trial.</p><p>• Handle specialized matters such as §881 access proceedings, construction disputes, indemnity and insurance issues, DOB/LL11 matters, and commercial real estate litigation.</p><p>• Draft and negotiate real estate and construction-related agreements, including license/access agreements and construction contracts.</p><p>• Represent clients in court by attending court conferences, arguing motions, and advocating effectively on behalf of clients.</p><p>• Communicate directly with clients, including developers, owners, and investors, providing strategic legal advice tailored to their business goals.</p><p>• Develop litigation strategies that align with client objectives while managing risk and cost.</p><p>• Conduct and oversee discovery processes, including document review and depositions.</p><p>• Contribute to the firm’s growth by building internal templates, workflows, and processes to improve efficiency and client service.</p>
<p><strong>SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY </strong></p><p> </p><p>My client, a public accounting firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax Manager - depending on experience. As Manager, you will be responsible for providing oversight to a small staff of tax accountants working with all entity types, tax planning projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on an as needed basis. As Senior, you will oversee and mentor staff level tax associates and be the right hand on tax engagements to the assigned Tax Manager / Partner. This is an excellent opportunity to join a well-known and respected firm with opportunities for growth and career development!! Please submit your resume today for immediate consideration!!</p><p> </p><p>What You'll Get To Do Every Day:</p><ul><li>Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary, multi-state, trust and individual).</li><li>Review Compiled financial statements for Corporations, Not for Profit entities, and Partnerships, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.</li><li>Prepare and review complex tax planning projections for individual and corporate estimated tax liability.</li><li>Manage and monitor client deliverables and due dates.</li><li>Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S‐Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.</li><li>Prepare complex U.S. and state individual income, gift tax, and estate tax returns.</li><li>Conduct complex tax research and prepare memorandum outlining findings and conclusions.</li><li>Respond to IRS and state agency audits, inquires, and tax notices.</li><li>Communicate with IRS and clients in connection with audits, inquires, and tax notices.</li><li>Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.</li><li>Engage in consulting and special projects as requested by Management and Clients.</li><li>DOE and level hired - Take direction and report to the Managers / Principals / Partners of the tax department.</li></ul><p>Please send your resume immediately to be considered to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a leading wealth management team serving ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the primary point of contact for client service requests and ensure timely execution.</li><li>Partner with senior management on bespoke client strategies and firm-wide initiatives.</li><li>Build strong client relationships and anticipate needs to exceed expectations.</li><li>Assist with complex wealth transfer strategies, philanthropic initiatives, and tax-advantaged planning.</li><li>Collaborate with internal investment teams on portfolio creation and cash deployment.</li><li>Mentor team members and contribute to a positive team culture.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation and bonus structure.</li><li>Comprehensive health coverage and 401(k) match.</li><li>Flexible vacation policy, sabbatical program, and hybrid work options.</li><li>Collaborative culture with opportunities for growth.</li></ul>
<p>AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. </p><p><br></p><p>Responsibilities:</p><p>• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.</p><p>• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.</p><p>• Convert market insights into actionable product requirements for litigation-focused tools.</p><p>• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.</p><p>• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.</p><p>• Collaborate with product and engineering teams to refine legal tech solutions.</p><p>• Provide expert guidance on complex legal issues to internal teams.</p><p>• Contribute to achieving organizational goals through impactful litigation strategies.</p><p>• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.</p>
<p>We are partnering with a leading and nationally recognized personal injury law firm to recruit an experienced Personal Injury Attorney<strong>. </strong>This is a great opportunity for an experienced PI litigator who thrives in the courtroom and enjoys handling complex injury cases, no book of business required. The firm has a steady flow of cases and is continuing to grow. You will step into an established team environment with plenty of support from associates and experienced legal staff.</p><p><br></p><p>The ideal candidate will have a strong background in personal injury litigation (plaintiff or defense) and demonstrated trial experience. This role requires someone who can manage a full caseload independently with the benefit of an established team environment. The position is fully on-site in Minnetonka. The firm operates on a four-day work week, with Fridays offering flexibility depending on workload.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of personal injury cases from intake through resolution.</li><li>Handle written discovery, depositions, motion practice, and other pre-trial matters.</li><li>Develop case strategy and advocate for clients in mediations, arbitrations, and trials.</li><li>Draft pleadings, briefs, and other litigation documents with precision and attention to detail.</li><li>Maintain proactive communication with clients and ensure cases move forward efficiently.</li><li>Collaborate with attorneys and legal staff to support case preparation and client outcomes.</li></ul><p><br></p>
<p><em>The salary for this position is up to $130,000 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><strong>Job Description:</strong> </p><ul><li>Assist in managing the process and communication with property managers and joint venture partners to obtain all necessary information and ensure proper tax reporting.</li><li>Assist in assessing and maintaining tax compliance requirements of fund structure, including schedule of returns, estimates and extensions filed.</li><li>Review pass-through entity, REIT and corporate tax returns, extensions, and quarterly estimates prepared by external tax advisors and joint venture partners.</li><li>Understand the impact of complex fund structures, transactions, partner allocations and disclosures on various types of investors (foreign, tax-exempt, domestic, etc.) and tax implications of transactions to the structure and investors.</li><li>Participate in the tax structuring, planning, and due diligence for acquisitions and dispositions.</li><li>Ensure all tax filings and payments are timely filed.</li><li>Assist in responding to federal and state notices.</li><li>Assist with federal and state audits.</li><li>Coordinate with external tax advisors to prepare taxable income projections for corporations, REITs, and pass-through entities in order to determine appropriate withholding associated with distributions to US taxable and international investors. </li><li>Analyze quarterly withholding requirements and impact of asset dispositions on REITs, partnerships, corporations, and investors.</li><li>Coordinate with the accounting department to document ASC 740, manage tax provision, review REIT testing qualifications and ensure all proper tax disclosures are included in order to comply with regulatory agencies.</li><li>Responsible for assisting with REIT compliance.</li><li>Assist with tax research and prepare memorandums outlining findings and conclusions for tax treatment related to strategic transactions and acquisitions.</li><li>Assist with investors’ tax inquiries, provide tax support to internal stakeholders and respond to ad-hoc requests.</li><li>Help to continuously improve internal tax processes, leveraging technology where possible.</li><li>Keep abreast of changes in industry regulation, maintain competency through continuing education and obtaining professional certifications.</li></ul><p> </p><p> </p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p> </p>
