<p>A midsized full-service firm in Seattle, WA is seeking an attorney to join their Estate Planning and Trusts group. The firm supports clients with a range of services including both simple and complex/high-net-worth estate planning, trusts, and tax matters. </p><p><br></p><p>The salary range is 130-180k DOE with additional bonus earnings. Benefits include medical, dental and vision coverage with monthly premiums paid fully by the firm for employees, dependents may be added at a cost, 401k with 3% contribution and additional safe harbor contribution, unlimited PTO, paid Orca Card, paid CLEs and bar dues, HSAs, FSAs and other perks. </p><p>Hybrid work-from-home flexibility is offered. Regular in-office presence is required to service clients. </p><p><br></p><p>Their standard full-time annual billable requirement is set at 1700. They offer reduced billable options for those seeking a different arrangement. </p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies tailored to personal, family, and financial goals.</p><p>• Draft and review wills, trusts, powers of attorney, and other documents used in wealth transfer and incapacity planning.</p><p>• Counsel individuals and families on basic and advanced trust and estate matters, including planning for high-net-worth situations.</p><p>• Analyze tax implications connected to estate plans and recommend practical approaches that align with current laws and client objectives.</p><p>• Work closely with clients to explain legal options in a clear, thoughtful, and compassionate manner throughout the planning process.</p><p>• Collaborate with colleagues across the firm when matters involve overlapping legal, financial, or business considerations.</p><p>• Manage active matters efficiently while meeting billing expectations and maintaining high standards of client service.</p>
<p>Benefits: M/D/V, PTO, 401K with company match. </p><p><br></p><p>Growing Biotech located in central NJ seeks Assistant Controller to join team. The Assistant Controller will be responsible for taking ownership of various work streams within the controllership organization and contributing to the development and implementation of best practices within the accounting and reporting processes. The ideal candidate will have a strong working knowledge of U.S. GAAP, SEC regulations, external reporting processes and internal controls.</p><p> </p><p>For immediate consideration please email resume to Joseph Imbesi</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
<p>Position: Vice President of Marketing</p><p>Location: Onsite - Overland Park, KS</p><p>Salary: $180,000 - $200,000 base + bonus potential + exceptional benefits</p><p><br></p><p>*** For immediate and confidential consideration, please APPLY and EMAIL YOUR RESUME to MEREDITH CARLE . My email can be found on my LinkedIn page. ***</p><p><br></p><p>Vice President of Marketing & Communications</p><p>Build the Brand. Shape the Message. Lead from the Front.</p><p><br></p><p>We're seeking a hands-on Vice President of Marketing & Communications to help shape the future of a growing organization redefining how modern infrastructure, innovation, and community impact come together. This is not a demand generation role. There are no sales quotas, lead funnels, or revenue marketing responsibilities. Instead, you'll lead the voice, brand, communications, storytelling, and reputation of a business experiencing significant growth and visibility. You'll partner closely with executive leadership while leading a talented team of marketing professionals. The ideal candidate is a true player-coach: strategic enough to advise executives, yet hands-on enough to review content, shape messaging, coach team members, and contribute to the daily work.</p><p><br></p><p>Why This Role Is Different. We're looking for someone who still enjoys doing the work. Not a career executive who has spent the last 20 years managing managers. Not someone who needs a large department or a big corporate structure. This opportunity is ideal for a marketing leader who has spent the last several years leading teams while remaining actively involved in communications, branding, content, public relations, and organizational storytelling. You'll inherit a talented, growing team and help elevate their capabilities while building the communications infrastructure needed to support a rapidly evolving organization.</p><p>What You'll Own</p><p>• Enterprise brand strategy and positioning</p><p>• Executive communications and leadership messaging</p><p>• Employee communications and engagement initiatives</p><p>• Public relations and reputation management</p><p>• Social media and digital communications</p><p>• Community engagement and external storytelling</p><p>• Corporate messaging frameworks and brand standards</p><p>• Communication guides, templates, and governance</p><p>• Internal and external campaigns supporting organizational growth</p><p>• Team leadership, coaching, and professional development</p><p>Ideal Background</p><p>The strongest candidates will likely bring a blend of:</p><p>• 5-10 years of marketing leadership experience</p><p>• Corporate communications, brand, public relations, or community engagement expertise</p><p>• Experience supporting executive leaders and senior stakeholders</p><p>• Success developing and mentoring emerging marketing talent</p><p>• Career experience that combines larger, recognizable organizations with smaller, entrepreneurial or privately held businesses</p><p>• Agency experience or significant agency partnership experience is highly attractive</p><p>• Strong writing, messaging, and storytelling capabilities</p><p>If you're the type of marketing leader who enjoys helping shape an organization's identity</p>
<p><em>The salary range for this position is 155,000 - $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><strong>Summary</strong></p><p>The International Accounting Manager is a key member of our Accounting and Tax professionals, significantly contributing to the Firm’s global expansion. This position oversees all accounting operations for the Firm’s foreign subsidiaries and offices, including transfer pricing analyses, annual budget deliverables, cash flow analyses, account reconciliations, financial statements, and various tax filings. The International Accounting Manager owns all international firm-wide business initiatives and projects. Additionally, this role oversees Latin American rates and financial reporting. As part of a team dedicated to process improvement, this position also has the opportunity to eliminate inefficiencies and identify solutions to maximize results. Also, this role has opportunities to collaborate with professionals outside of the Accounting team, including Real Estate Operations, Human Resources, Information Technology, Marketing, and various others.<strong> </strong></p><p><strong> </strong></p><p><strong> Responsibilities </strong></p><p>· Oversee financial transactions and reporting for foreign subsidiaries in Mexico, Puerto Rico, and Chile, branch offices in South Korea and Brazil, and any new international entities.</p><p>· Review and analyze financial statements monthly, providing commentary to senior leaders of the Accounting team.</p><p>· Coordinate with local offices to assist with financial planning and budgeting processes, including revenue forecasting, operating expense tracking, cash management, and rate setting.</p><p>· Monitor the company's US budget related to global investment initiatives.</p><p>· Own the global transfer pricing process between the company's US and related entities.</p><p>· Monitor cash flow regularly to understand short-term and long-term cash flow needs.</p><p>· Review general ledger account reconciliations monthly, including intercompany reconciliations, to ensure completeness and accuracy. Also, assist with enhancing automation of high-volume account reconciliations.</p><p>· Oversee the monthly close processes, including review of journal entries.</p><p>· Ensure adherence to international accounting standards and regulatory requirements, including local statutory audits and tax filings.</p><p>· Manage international tax planning and compliance, including sales and use tax, VAT, personal property tax, and other business tax filings.</p><p>· Oversee foreign currency transactions and manage exchange rate risks.</p><p>· Prepare ad-hoc reports for senior management to support business decision making.</p>
<p>Ready to take the next step beyond traditional public accounting?</p><p><br></p><p>A growing and innovative financial services firm in Colorado Springs is seeking a <strong>Tax Manager</strong> to lead its tax function while partnering closely with business owners, high-net-worth individuals, and firm leadership. This is a unique opportunity to join a forward-thinking organization that combines tax planning, wealth management, retirement planning, and advisory services under one roof. This role is ideal for someone who enjoys both strategic leadership and hands-on technical tax work. The Tax Manager will play a key role in the firm's succession plan and help drive future growth, technology initiatives, and process improvements. </p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Lead the firm's tax practice and serve as the primary tax subject matter expert.</li><li>Review and prepare complex individual and business tax returns.</li><li>Manage, mentor, and develop a team of tax and accounting professionals.</li><li>Partner with leadership on workflow improvements, automation initiatives, and technology adoption.</li><li>Build trusted relationships with business owners and high-net-worth clients.</li><li>Provide proactive tax planning strategies and advisory services.</li><li>Support firm growth initiatives and help enhance operational efficiencies.</li><li>Collaborate across multiple service lines, including financial planning and business advisory services. [PlanWiser Flash | Word]</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Visible leadership role with significant influence on the future direction of the firm.</li><li>Opportunity to work directly with business owners and high-net-worth clientele.</li><li>Diverse advisory environment beyond traditional tax compliance.</li><li>Growth-oriented culture that values innovation and continuous improvement.</li><li>Opportunity to make a meaningful impact while helping shape the next chapter of the organization. [PlanWiser Flash | Word]</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive salary of <strong>$120,000 - $160,000 DOE.</strong></li><li>Flexible compensation approach in lieu of traditional medical, dental, and vision insurance, allowing employees to select coverage that best fits their individual needs.</li><li>401(k) plan.</li><li>Unlimited PTO.</li><li>No separate paid holiday schedule due to the firm's unlimited PTO model. </li></ul><p><strong>If you're looking for a leadership opportunity that combines technical tax expertise, client advisory work, and the chance to help grow a modern financial services organization, we'd love to connect.</strong> </p>
<p>Our client is seeking <strong>Payroll/HR Specialists</strong> to support a large-scale payroll initiative. This is a<strong> long-term contract role </strong>with the potential to go permanent. In this role, you will serve as a key point of contact for employees during the transition to a new standardized payroll schedule, helping address questions related to pay frequency, pay dates, and payroll processes</p>
<p>We are looking for a Client Onboarding Specialist to support new clients as they move through the account setup and funding journey. In this role, you will deliver a smooth, well-organized onboarding experience by answering process questions, coordinating key touchpoints, and ensuring documentation is complete and accurate. The ideal candidate brings a service-focused approach, strong attention to detail, and the ability to work across teams while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Lead clients through available account funding methods, including cash deposits, contributions, rollovers, and in-kind transfers, while clearly explaining required paperwork and next steps without offering tax, legal, or investment guidance.</p><p>• Manage scheduled onboarding conversations from the initial welcome call through the transition to the service team, including portal orientation, security guidance, investment process education, reporting overviews, progress reviews, and final handoff coordination.</p><p>• Examine submitted forms and supporting documents for completeness and accuracy, and follow up promptly to obtain any outstanding beneficiary or account information.</p><p>• Maintain precise client data in HubSpot and verify that call activity is properly captured through Talkdesk for reliable recordkeeping.</p><p>• Take immediate ownership of company-related service issues by communicating with clients the same day, documenting the matter, and setting clear expectations for resolution.</p><p>• Conduct client check-ins tied to onboarding quality and satisfaction, then escalate concerns or complete follow-up actions according to established service standards.</p><p>• Apply approved discretion for fees and processing decisions when appropriate, and direct sales-related account matters through the correct internal channels.</p><p>• Collaborate with Sales, Relationship Management, Operations, Marketing, Technology, Product, and Compliance to improve the client experience and recommend workflow enhancements as manual processes become more automated.</p><p>• Use AI-enabled and productivity tools responsibly to improve efficiency, protect regulated information, and share effective practices that strengthen team performance.</p>
<p>We have partnered with a specialty company on their search for a proactive Bookkeeper with proven understanding of generally accepted accounting principles and strong Microsoft Excel expertise. As the Bookkeeper, you will support the company’s day-to-day accounting and financial operations. The successful Bookkeeper must have knowledge of QuickBooks, administrative experience, knowledge of accounting and bookkeeping systems, experience managing accounts payable (AP) and accounts receivable (AR) and the ability to ensure compliance with local, state, and federal regulations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><p>· Manage day-to-day accounts payable and accounts receivable activities.</p><p>· Process vendor invoices, payments, and customer billing.</p><p>· Track incoming payments and follow up on outstanding balances as needed.</p><p>· Maintain accurate and up-to-date financial records.</p><p>· Assist with account reconciliations and general bookkeeping tasks.</p><p>· Support additional accounting and administrative duties as needed.</p>
<p>Feeling like you've outgrown your current accounting role?</p><p>A well-established Des Moines manufacturer is looking for an accounting professional who wants more ownership, leadership exposure, and the opportunity to help shape the future of the accounting function.</p><p>Perfect for someone with manufacturing accounting experience who's ready for the next step.</p><p><br></p><p>Our esteemed manufacturing client is currently seeking a dedicated and experienced Accountant to join their team in Des Moines, Iowa. This is an "In-office" role that promises to be both impactful and fulfilling. As part of this role, hands-on account reconciliations, in-depth work in the Income Statement, Balance Sheet, and executing Journal Entries are essential tasks.</p><p>The hired individual will manage intercompany transactions and take charge of the "use tax" process. This is a fantastic opportunity to be part of a team comprising veterans in manufacturing who have in-depth knowledge and expertise to share.</p><p>The position offers a concise, clear path to promotion, with the potential of developing into roles such as Assistant Controller and even Controller. This is an exciting opportunity to take your 3+ years of manufacturing experience to the next level and make a significant difference.</p><p>Primary Roles & Responsibilities:</p><p>• Fixed assets accounting • Month-end close operations • Creating and posting Journal Entries • Managing Sales & Use tax • Conducting Balance Sheet account reconciliations • Performing Bank Reconciliations • Handling Intercompany transactions • Capital approval and tracking • Working with ERP systems (experience with AS400 is a plus) • Maintaining and enhancing Internal controls</p><p>Qualifications:</p><p>To be considered for this role, applicants must have a minimum of 3 years' experience within a manufacturing accounting environment. Proficiency in the use of ERP systems is advantageous, particularly with AS400.</p><p>If you believe you can meet these responsibilities and qualifications, we would love to hear from you. Apply today and take the next step in your accounting career!</p>
<p>We have partnered with a growing residential real estate organization on their search for a Senior Property Accountant with public audit expertise, preferably from a large firm. As the Senior Property Accountant, you will manage all accounting transactions, assist with journal entry preparation, analyze leasing costs, review market lease reconciliations, perform accounting analysis, review and approve vendor invoices, perform variance analysis, assist with the year-end financial audit process, prepare monthly bank reconciliations, review and maintain property budget, and assist with annual entity tax returns. The ideal candidate for this role should have strong knowledge of generally accepted accounting principles, experience with real estate accounting software, and advanced financial analysis skills.</p><p><br></p><p>What you get to do daily</p><p>· Prepare financial statements and lending reporting packages</p><p>· Maintain capital lease and monthly payment schedules</p><p>· Analyze and document loan activity</p><p>· Perform bank account reconciliation</p><p>· Support and facilitate the auditing process</p><p>· Prepare property projections</p><p>· Assist with cash flow analysis</p><p>· Prepare complex journal entries and account reconciliations</p>
<p>A well-established San Francisco–based law firm is seeking a Family Law Attorney to support its growing family law practice. This is a contract-to-hire opportunity for an attorney with hands-on experience handling a broad range of family law matters. The role offers direct client interaction, meaningful case responsibility, and the potential for long-term placement within a collaborative team-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage family law matters from inception through resolution, including dissolution, custody, support, and related issues</li><li>Draft pleadings, motions, declarations, and settlement agreements</li><li>Conduct case analysis, legal research, and factual investigations</li><li>Prepare for and attend court appearances, hearings, mediations, and settlement conferences</li><li>Communicate directly with clients, opposing counsel, and court personnel</li><li>Maintain organized case files and manage multiple deadlines</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Venture Capital | Palo Alto, CA | Hybrid (2 Days in Office)</strong></p><p>An established and highly respected venture capital firm in Silicon Valley is seeking a Staff Accountant to join its collaborative Finance team. This individual will be part of the General Ledger team, supporting core accounting functions and contributing to the firm's day-to-day financial operations.</p><p>This is an excellent opportunity for someone looking to build their career in the venture capital and investment space while working alongside a knowledgeable, tenured team in a family office-style environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support general ledger accounting activities, including journal entries and account reconciliations.</li><li>Perform monthly bank reconciliations and research discrepancies.</li><li>Maintain accurate financial records and ensure proper debit and credit entries.</li><li>Assist with month-end close and ongoing accounting processes.</li><li>Support the Finance team with ad hoc projects and reporting as needed.</li><li>Handle sensitive financial information with the highest level of confidentiality and discretion.</li></ul><p><br></p>
We are looking for an Accounting Assistant to support day-to-day financial operations for a Contract position based in Columbus, Indiana. This role is well suited to someone who is organized, detail-focused, and comfortable working across billing, receivables, payables, and cash activity. The ideal candidate will bring strong experience with accounting systems and Microsoft Office tools while helping maintain accurate records and efficient transactional processes.<br><br>Responsibilities:<br>• Process invoices, payment requests, and related documentation to support timely accounts payable activities.<br>• Prepare customer billing, apply incoming payments, and assist with monitoring outstanding accounts receivable balances.<br>• Reconcile cash transactions and maintain accurate records of daily financial activity.<br>• Enter, review, and update accounting data within financial systems to help ensure completeness and accuracy.<br>• Support routine accounting tasks by organizing records, verifying transaction details, and resolving discrepancies when identified.<br>• Use Excel and other Microsoft Office applications to prepare reports, track financial information, and maintain supporting documentation.<br>• Assist with activities connected to Great Plains and other accounting software used by the team.<br>• Coordinate with internal stakeholders to gather needed information and help keep accounting workflows moving efficiently.
<p><strong>Customer Service Representative | South San Francisco, CA</strong></p><p><br></p><p><u>Position Description:</u></p><p><br></p><p>Our client in South San Francisco is seeking a customer-focused and detail-oriented <strong>Customer Service Representative</strong> to join their team. This role is responsible for delivering exceptional service by assisting customers via phone, email, text, and in person, while ensuring inquiries are resolved accurately and efficiently.</p><p>The Customer Service Representative will manage incoming customer requests, establish and maintain customer accounts, process payments, update customer information within the CRM system, and address billing and service-related inquiries. This position is ideal for someone who enjoys interacting with customers, thrives in a fast-paced environment, and can balance multiple priorities while maintaining a high level of professionalism.</p><p><br></p><p><u>Key Responsibilities:</u></p><p><br></p><ul><li>Respond to customer inquiries by phone, email, text, and in person</li><li>Handle high-volume inbound customer calls</li><li>Establish and maintain customer accounts</li><li>Process payments and assist with billing inquiries</li><li>Accurately update customer information within CRM systems</li><li>Resolve customer concerns and service issues in a timely manner</li><li>Support general office and administrative functions</li><li>Collaborate with team members to ensure a positive customer experience</li></ul><p><br></p>
<p><br></p><p>We are seeking a hands-on Accounting & Finance Director to lead the day-to-day accounting and FP& A function while bringing a strong operational and analytical mindset to a growing $40M distribution business.</p><p>This role is ideal for someone who enjoys doing hands-on work in both traditional accounting and financial planning and analysis —using financial data, NetSuite, and process improvements to strengthen controls, improve visibility, and help leadership make better business decisions.</p><p>Key Responsibilities</p><ul><li>Lead the accounting team and serve as primary finance business partner to the CFO and leadership team</li><li>Own and oversee the monthly, quarterly, and year-end close process, ensuring timely and accurate financial reporting.</li><li>Own and oversee core accounting activities including general ledger, accounts payable, accounts receivable, reconciliations, accruals, and fixed assets.</li><li>Maintain the integrity of financial information within NetSuite and identify opportunities to better leverage the system.</li><li>Oversee and improve inventory accounting, including reconciliations, reserves, adjustments, and inventory-related controls.</li><li>Analyze and manipulate large data sets in Excel and NetSuite to support complex customer billing, reporting, forecasting, and business analysis.</li><li>Oversee payroll administration and coordinate employee onboarding/offboarding, benefits administration, and related HR processes.</li><li>Partner with operations and leadership to analyze gross margin, pricing, inventory, purchasing, freight, operating expenses, and profitability.</li><li>Improve and develop meaningful KPIs, reporting, dashboards, and financial analysis to improve visibility into business performance.</li><li>Own budgeting, forecasting, cash flow planning, monthly reporting, and variance analysis. Prepare and support lender, board, and private equity sponsor reporting requirements.</li><li>Evaluate accounting processes, systems, workflows, reporting, and internal controls to identify risks, inefficiencies, and improvement opportunities.</li><li>Lead automation, reporting, and process improvement initiatives across accounting, order-to-cash, procure-to-pay, inventory management, and financial reporting.</li><li>Serve as a financial partner to operational leaders, translating financial results into actionable business insights.</li><li>Coordinate with external auditors, tax providers, banking partners, and other outside advisors as needed.</li><li>Help establish scalable accounting and finance processes to support the company’s continued growth.</li></ul><p><br></p><p>Ideal Candidate</p><p>The ideal candidate is a strong accountant and FPA leader who also thinks like an operator. This person understands that accurate financials are the foundation—but the real value comes from using those numbers to improve margins, create efficiencies, and drive better business decisions.</p><p> </p><p><br></p><p><u>WORK HOURS</u></p><p>8-5pm with flexible start and end time</p><p><br></p><p><u>SYSTEM</u></p><p>Netsuite</p>
<p>We are seeking a passionate and highly skilled <strong>Accessibility Designer</strong> for a 12-month contract opportunity with a premier client in Atlanta. In this role, you will serve as the champion for inclusive design, ensuring that our digital products, applications, and web experiences are usable, seamless, and beautiful for individuals of all abilities.</p><p> </p><p>You will partner closely with UX/UI designers, product managers, and front-end engineering teams to embed accessibility standards directly into the product lifecycle from concept to deployment.</p><p><strong> </strong></p>
<p>We are looking for an experienced Controller to lead core accounting operations and provide reliable financial insight for a growing manufacturing organization. This position will oversee day-to-day financial activities, strengthen internal processes, and support executive leadership with clear reporting, forecasting, and business recommendations. The ideal candidate brings strong technical accounting expertise, leadership capability, and a background managing financial performance in a construction or project-based environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Direct all core accounting functions, including general ledger, month-end close, financial reporting, AP/AR, payroll, and cash management</li><li>Produce accurate and timely monthly, quarterly, and annual financial statements</li><li>Enhance KPIs, operational reporting, job costing, and margin analysis across manufacturing operations</li><li>Collaborate with leadership on budgeting, forecasting, and long-term financial strategy</li><li>Lead inventory accounting, standard costing, and manufacturing variance analysis</li><li>Strengthen internal controls and refine accounting processes to support scalable growth</li><li>Manage annual audits and maintain strong relationships with auditors, banks, and tax advisors</li><li>Oversee cash flow, working capital, and capital expenditure planning</li><li>Support pricing strategy, contract profitability, and key operational decisions</li><li>Drive ERP optimization, reporting improvements, and process efficiencies</li><li>Ensure GAAP compliance and meet all applicable government or aerospace reporting requirements</li><li>Mentor and develop staff while building a high-performing, scalable finance team</li></ul>
<p>We are looking for a Remote Small Market Sales Assistant to provide administrative and sales support to sales representatives and leadership. This long-term contract position is ideal for someone who is organized, responsive, and comfortable managing multiple priorities in a deadline-driven environment. The person in this role will use business applications to coordinate communications, track activity, prepare materials, and help keep submission processes moving efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Support sales leaders and representatives with day-to-day administrative tasks and coordination needs</p><p>• Manage the submission process by organizing required information, monitoring progress, and helping ensure deadlines are met</p><p>• Communicate with clients, referral partners, and internal sales contacts to gather details and provide timely updates</p><p>• Prepare and send correspondence using business software such as Outlook, word processing tools, and spreadsheet applications</p><p>• Maintain accurate records of sales-related activity in CRM and other internal systems</p><p>• Request, compile, and organize reports to support sales operations and leadership needs</p><p>• Assist with document handling tasks, including scanning, photocopying, and preparing files for review or submission</p>
<p>Robert Half is partnering with a Philadelphia-based organization to identify an accomplished Associate Director of Finance to lead accounting, budgeting, and financial reporting functions. As Associate Director of Finance, you will play a key role in shaping financial strategy, delivering meaningful analysis, maintaining compliance, and improving operational effectiveness. This position also serves as a steward of internal controls, audit readiness, and grant compliance to support the organization's continued success.</p><p><br></p><p>Responsibilities:</p><ul><li>Direct financial planning activities, including annual budgeting, reforecasting, and resource allocation guidance to support organizational priorities.</li><li>Lead the preparation and review of recurring and on-demand financial reports, including variance analysis, operating results, and presentations for leadership and governing bodies.</li><li>Monitor financial performance across programs and departments, working with internal teams to investigate variances and recommend corrective action.</li><li>Oversee core accounting operations such as accounts payable, accounts receivable, payroll postings, journal entries, and the timely completion of month-end and year-end close.</li><li>Manage balance sheet reconciliation review processes and ensure the accuracy and integrity of financial records.</li><li>Maintain compliance with applicable accounting standards, research emerging guidance, and apply updates to organizational practices when needed.</li><li>Design, implement, and periodically refine internal controls and financial procedures to reduce risk and strengthen accountability.</li><li>Coordinate external audit preparation by organizing schedules, supporting documentation, and auditor communications while resolving questions efficiently.</li></ul>
<p>A high-end boutique firm with a dozen attorneys in downtown San Diego is seeking a litigation attorney to join their team, who will work on data privacy and data security cases. This litigator should have 2-10 years of experience.</p><p><br></p><p>This litigator will also handle generic business and commercial litigation cases, but the data privacy and cyber security cases are ramping up right now!</p><p><br></p><p><strong><u>Responsibilities of Role</u>:</strong></p><ul><li>All forms of written discovery – responding and propounding, and understanding objections and using them appropriately</li><li>Depos - taking and defending</li><li>Motions - discovery motions, demurs, motions to strike, MSJs, MSAs, motions for sanctions, or any pre-trial motion handled at the pleading or discovery phase</li><li>Court appearances - hearings and CMCs</li><li>Trial (if you want it) - jury instructions, figuring out what exhibits need to be listed, joint trial readiness conference reports</li></ul><p>· Billable requirement: <strong>1850</strong> for associates. Most attorneys hit it, there’s no shortage of work. Litigators often go above it because they are slammed right now.</p><p><br></p><p><strong><u>Profile that would be a fit:</u></strong></p><p>· 2-10 years, no more, no less, ideally at a semi-recognizable firm (no PI or family law).</p><p>· Coming from big law and burned out on cut throat mentality, wans more mentorship, or fewer hours. Or people who truly care about your career.</p><p>· “We don’t do well with people who are all about themselves they don’t seem to last here!”</p><p>· Someone who knows enough about civil procedure – doesn’t need practice area experience</p><p><br></p><p><strong><u>Perks of Company</u></strong>:</p><p>· Managing partners eat lunch with the file clerks – very congenial atmosphere.</p><p>· Regular potlucks and holiday parties.</p><p>· Attorneys coach each other’s kids’ soccer and baseball games.</p><p>· Actively in a growth phase - it’s a time of opportunity at the firm.</p><p>· Firm has systems, processes, and procedures in places (including manuals on how to do things like submit a reimbursement). It’s easy to assimilate!</p><p>· You are not sat down at a desk and expected to fend for yourself.</p><p>· No yellers/screamers/bullies tolerated! </p>
<p>We are looking for an Inventory Clerk to join our onsite team in Hainesport, New Jersey. This contract opportunity with potential for a permanent role is ideal for someone who takes pride in keeping operations accurate, organized, and on schedule while supporting a growing distribution environment. In this role, you will contribute to order fulfillment, incoming shipment processing, inventory reliability, and overall efficiency. Success in this position requires strong attention to detail, a safety-focused mindset, and the ability to handle tasks throughout the workday.</p><p><br></p><p>Responsibilities:</p><p>• Accurately select items from stock to fulfill customer orders and prepare them for timely processing.</p><p>• Package outbound shipments securely to reduce the risk of damage during transit and confirm each order is complete before dispatch.</p><p>• Create shipping labels and related paperwork, then coordinate pickups and deliveries with carriers.</p><p>• Receive incoming goods and examine shipments for damage, quantity issues, or other discrepancies.</p><p>• Compare received materials against packing slips and purchase records, then place products in the correct warehouse locations.</p><p>• Perform routine cycle counts and support inventory activities to maintain dependable stock records.</p><p>• Research inventory variances, assist with corrective actions, and help improve inventory organization</p><p>• Monitor stock levels and communicate replenishment needs or receiving concerns to management in a timely manner.</p>
<p>We have partnered with a commercial property management company on their search for a Property Accountant with proven YARDI expertise. As the Property Accountant, you will manage all accounting/bookkeeping transactions, assist with journal entry preparation, perform month end close activities, analyze leasing costs, assist with CAM reconciliations, perform accounting analysis, review and approve vendor invoices, assist with the year-end financial audit process, prepare monthly bank reconciliations, review and maintain property budget, and assist with annual entity tax returns. The ideal candidate for this role should have strong knowledge of generally accepted accounting principles, experience with real estate accounting software, and advanced financial analysis skills.</p><p><br></p><p>What you get to do daily</p><p>· Prepare financial statements/reporting </p><p>· Maintain capital lease and monthly payment schedules</p><p>· Prepare and review bank reconciliations</p><p>· Analyze budget metrics activities</p><p>· Manage and update tenant aging reports</p><p>· Support and facilitate the auditing process</p><p>· Prepare property projections</p><p>· Assist with cash flow analysis</p><p>· Prepare complex journal entries and account reconciliations</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
<p>Are you a relationship-driven sales professional looking for more than just your next sales position? Would you enjoy building a business within an established organization that values its people, embraces new ideas, and offers a genuine opportunity for long-term career growth? This is an Opportunity to Build a Career, Grow a Business, and Potentially Become an Owner.</p><p><br></p><p>Our client is a well-established independent insurance agency with more than <strong>50 years of success</strong> serving its clients and community. With a progressive leadership team and a forward-thinking approach to the business, the agency offers the stability of a long-standing organization while continuing to create opportunities for growth and innovation.</p><p><br></p><p>They are looking for a motivated, entrepreneurial-minded Insurance Producer / Sales Representative who wants to make an impact, develop lasting client relationships, and play an important role in the agency's continued success.</p><p><strong>What makes this opportunity especially exciting? For the right individual, there is a potential path to partnership and ownership in the agency.</strong> This is an opportunity to build something meaningful for the long term, not simply take another sales job.</p><p><br></p><p>What You'll Do</p><ul><li>Develop new business through networking, referrals, prospecting, and community involvement.</li><li>Build lasting relationships with individuals and businesses by understanding their insurance needs and providing thoughtful coverage solutions.</li><li>Represent multiple insurance carriers, allowing you to offer clients a variety of coverage options and competitive solutions.</li><li>Manage the full sales process, from initial prospecting and relationship development through presenting proposals and closing new business.</li><li>Cultivate existing client relationships and identify opportunities to expand coverage and grow accounts.</li><li>Develop and maintain a strong pipeline of prospective clients and consistently work toward business development goals.</li><li>Collaborate with the agency's leadership and service teams to deliver an exceptional client experience.</li><li>Contribute ideas, identify opportunities, and help support the agency's continued growth and success.</li></ul><p>For immediate consideration call Jimmy Tunney at 517-657-8054.</p>