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88 results for Associate Advisor in Norfolk, VA
- Boston, MA
- onsite
- Permanent / Full Time
- 150000.00 - 175000.00 USD / Yearly
- <p><strong><em>Job title: Senior Associate, Portfolio GenAI</em></strong></p><p><strong><em>Location: Boston, MA; 4 days in office</em></strong></p><p><strong><em>Compensation: $150-175k + Bonus </em></strong></p><p><br></p><p>We are looking for a Senior Associate / Consulltant GenAI to help advance AI-driven initiatives across a private equity-backed portfolio in MetroBoston. In this role, you will shape practical generative AI plans, guide high-impact use cases from evaluation through rollout, and support lasting adoption across portfolio companies. The position is well suited for an individual with consulting projects from a management consulting background. Your discipline and strong execution skills who can coordinate stakeholders, monitor progress, and help translate strategic objectives into measurable results. Your recent strategic AI emphasis is key.</p>
- 2026-11-03T13:48:44Z
- Brooklyn, NY
- onsite
- Permanent / Full Time
- 85000.00 - 110000.00 USD / Yearly
- <p><strong>Looking for More Flexibility and Career Growth in Public Accounting?</strong></p><p><br></p><p>Join a growing public accounting firm where you'll gain exposure to complex tax work, receive direct mentorship from leadership, and have a clear path toward growth.</p><p><br></p><p><strong>What the Role Offers</strong></p><ul><li>Flexible hybrid schedule with work-from-home options</li><li>Growing firm with exciting expansion plans</li><li>Collaborative, supportive team culture</li><li>Direct access to firm leadership and mentorship</li><li>Exposure to both tax compliance and tax planning</li><li>Better work-life balance than many traditional public accounting environments</li></ul><p><strong>What You'll Do</strong></p><ul><li>Prepare and review individual, partnership, S-Corp, C-Corp, and trust tax returns</li><li>Assist with tax planning, projections, and estimated tax calculations</li><li>Respond to federal, state, and local tax notices</li><li>Partner with clients and advisors to deliver exceptional service</li><li>Support engagement management and client deliverables</li></ul><p>If you're ready to join a firm where your contributions are valued, your growth is supported, and your career has room to accelerate, we'd love to connect.</p><p><br></p>
- 2026-11-05T16:58:44Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 90000.00 - 115000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- Hiawatha, IA
- onsite
- Permanent / Full Time
- 80000.00 - 120000.00 USD / Yearly
- We are seeking an Associate Attorney to join a growing practice in the Cedar Rapids area focused on bankruptcy, debt restructuring, and related business matters. In this role, you will work closely with clients navigating complex legal, financial, and business challenges while gaining meaningful courtroom experience and direct client exposure. You'll collaborate with experienced attorneys who are invested in mentorship and detail oriented development, providing a strong foundation for long-term career growth. <br> Responsibilities: • Assess legal matters and recommend practical strategies aligned with each client’s goals and circumstances. • Prepare a range of legal documents, including pleadings, motions, petitions, contracts, and related filings, with accuracy and attention to detail. • Research statutes, case law, and regulatory issues to support case strategy and address nuanced legal and financial questions. • Counsel individuals and business clients on legal options, risk considerations, and business-related decisions. • Advocate for clients during negotiations, mediations, hearings, depositions, and courtroom proceedings. • Lead client meetings to gather facts, explain potential paths forward, and help clients make informed decisions. • Partner with attorneys, paralegals, and administrative staff to deliver responsive, high-quality legal service. • Oversee caseload progress by tracking deadlines, coordinating communications, and ensuring matters move forward efficiently. • Develop and maintain strong connections within the legal and business communities to support client service and practice growth.
- 2026-11-06T14:48:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <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>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
- 2026-11-13T08:09:01Z
- Methuen, MA
- onsite
- Permanent / Full Time
- 130000.00 - 200000.00 USD / Yearly
- <p>We are looking for an experienced, detail-oriented legal specialist to support a dynamic higher education environment in the Merrimack Region. This role partners with institutional leaders to provide practical counsel on legal, regulatory, and policy matters that affect higher education operations and strategy. The position also plays a central role in strengthening compliance practices, managing institutional risk, and supporting contract review across a wide range of academic and administrative functions.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Vice President and General Counsel and senior legal leadership to deliver legal guidance on institutional issues affecting the institution.</p><p>• Research complex legal questions and prepare clear memoranda, policy language, correspondence, and other written guidance for campus stakeholders.</p><p>• Counsel senior leaders and departments on federal and state requirements, institutional policy interpretation, and emerging issues relevant to higher education.</p><p>• Evaluate legal and regulatory exposure across operations and work with campus partners to create practical risk-reduction strategies.</p><p>• Support responses to subpoenas, regulatory reviews, government requests, complaints, audits, and other sensitive legal matters.</p><p>• Help design, maintain, and advance the College’s compliance program by coordinating with departments responsible for key regulatory obligations.</p><p>• Track changes in laws and regulations, communicate implications to appropriate leaders, and assist with action planning to address compliance needs.</p><p>• Draft, review, revise, and negotiate a variety of institutional agreements, including vendor, technology, lease, licensing, affiliation, confidentiality, and independent contractor contracts.</p><p>• Advise departments on contract provisions involving liability, insurance, privacy, data protection, intellectual property, and termination terms.</p><p>• Develop compliance training, guidance materials, and reporting processes that promote ethical conduct, accountability, and demonstrable adherence to legal requirements.</p>
- 2026-11-10T17:58:46Z
- Mount Laurel, NJ
- onsite
- Permanent / Full Time
- 115000.00 - 140000.00 USD / Yearly
- <p>Our client is an experienced Labor & Employment Associate Attorney to support public-sector clients, with a strong focus on school districts in Mount Laurel, New Jersey. This role centers on advising education leaders, managing employment-related disputes, and representing clients in administrative and litigation matters. </p><p><br></p><p>Responsibilities:</p><p>• Advocate for public school district clients in special education disputes, mediation sessions, and administrative proceedings.</p><p>• Provide legal guidance on student accommodation issues, individualized education programs, disciplinary matters, and compliance with applicable education regulations.</p><p>• Advise board members and school administrators on governance questions, student protections, and employee-related concerns.</p><p>• Manage public-sector employment matters such as workplace investigations, disciplinary actions, accommodation issues, tenure disputes, and grievance responses.</p><p>• Support labor relations efforts by preparing for negotiations, participating in collective bargaining matters, and representing clients in arbitration and related proceedings.</p><p>• Draft, revise, and analyze employment documents, board policies, settlement terms, and other legal agreements tied to school operations and personnel matters.</p><p>• Represent clients at hearings, mediations, arbitrations, and board meetings while delivering practical legal recommendations.</p><p>• Contribute to litigation strategy, including case preparation, deposition support, and written advocacy as needed.</p>
- 2026-10-27T19:43:44Z
- Edina, MN
- onsite
- Permanent / Full Time
- 140000.00 - 200000.00 USD / Yearly
- <p>Our client, a growing mid-sized law firm in the west metro, is seeking a <strong>Trusts & Estates Attorney</strong> to join its expanding practice. As demand for the firm's estate planning and wealth preservation services continues to grow, they are looking to add an attorney who enjoys building long-term client relationships and providing practical, strategic counsel to individuals, families, business owners, and high-net-worth clients.</p><p><br></p><p>The firm is open to considering candidates at the associate, partner, or of counsel level and can tailor the opportunity based on experience and practice goals.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Advise clients on estate planning matters, including wills, trusts, powers of attorney, healthcare directives, and wealth transfer strategies</li><li>Draft and implement sophisticated estate plans designed to preserve and transfer wealth across generations</li><li>Represent high-net-worth individuals, families, and business owners in estate planning and succession planning matters</li><li>Guide clients through trust administration and probate proceedings</li><li>Counsel trustees, personal representatives, beneficiaries, and fiduciaries regarding their rights and obligations</li><li>Assist business owners with succession planning and closely held business transition strategies</li><li>Collaborate with attorneys in the firm's business and real estate practice groups to provide holistic legal counsel</li><li>Develop and maintain strong client relationships through responsive service and trusted legal advice</li></ul>
- 2026-10-16T13:43:45Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 70000.00 - 90000.00 USD / Yearly
- <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>Are you interested in markets and looking for a role in Wealth Management?</p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of Analysts.</p><p> </p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently</li><li>Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity</li><li>Ensure precise trade entry and maintain high standards of data integrity throughout the process</li><li>Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner</li><li>Monitor trade activity and escalate any irregularities or operational risks as needed</li><li>Support the investment team and Analyst with ad hoc projects, reporting, and process improvements</li></ul><p><br></p>
- 2026-11-10T04:04:00Z
- Baltimore, MD
- onsite
- Permanent / Full Time
- 90000.00 - 110000.00 USD / Yearly
- <p>A highly respected investment-focused organization is seeking a <strong>Senior Tax Associate</strong> to join its growing tax team. This is a unique opportunity for a tax professional with a strong public accounting background to transition into a sophisticated in-house environment supporting investment partnerships, private capital structures, and complex investor reporting.</p><p><br></p><p>The role offers exposure to partnership taxation, investment fund structures, investor reporting, and technical tax matters while working alongside experienced professionals in a collaborative and highly regarded organization.</p><p>For candidates interested in investment management, private equity, partnerships, and complex pass-through structures, this is a rare chance to gain specialized experience that can significantly accelerate a tax career.</p><p><br></p><ul><li>Work for one of the region's most respected investment organizations</li><li>Exceptional reputation, culture, and employee retention</li><li>Exposure to private equity funds, partnership taxation, and investment structures</li><li>Opportunity to work directly with experienced tax, accounting, and operations professionals</li><li>Strong track record of internal promotion and career advancement</li><li>Sophisticated technical work without traditional public accounting busy-season demands</li><li>Competitive compensation, bonus potential, and outstanding benefits</li><li>Opportunity to expand technical expertise while gaining broader exposure to investment management operations</li></ul><p>Key Responsibilities</p><ul><li>Coordinate partnership tax compliance and reporting for investment partnerships and related entities</li><li>Support the preparation and review of Forms 1065, Schedule K-1s, K-3s, and related investor reporting</li><li>Reconcile tax reporting to financial statements, capital accounts, investments, and supporting schedules</li><li>Review investor activity, allocations, contributions, distributions, and ownership changes</li><li>Maintain tax workpapers, reporting schedules, compliance calendars, and supporting documentation</li><li>Respond to investor and advisor inquiries related to tax reporting and partnership allocations</li><li>Research partnership tax issues and assist with technical tax projects</li><li>Partner with accounting, operations, and external advisors to improve reporting processes, controls, and efficiency initiatives</li></ul><p><strong>If you are interested in learning more about this opportunity or other accounting and finance openings, email Jim Meade at Robert Half or connect with Jim on LinkedIn for a confidential discussion.</strong></p>
- 2026-11-13T21:04:27Z
- Mountain View, CA
- remote
- Permanent / Full Time
- 100000.00 - 160000.00 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T03:08:45Z
- Mountain View, CA
- remote
- Permanent / Full Time
- 100000.00 - 150000.00 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:23:38Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 175000.00 - 215000.00 USD / Yearly
- <p>Our client in San Francisco is seeking a full-time Litigation Associate with four to seven years of substantive litigation experience, including meaningful wage and hour experience. The Associate handles cases in all phases of litigation including legal research, drafting pleadings and discovery, attending hearings and depositions, arguing motions, and assisting with trial preparation. This role primarily supports the Firm’s Labor & Employment practice group, with support to the Firm’s broader Litigation practice group. The ideal candidate will have experience defending employers in wage and hour matters (including PAGA and class actions), including experience calculating damages. The candidate should also have experience defending discrimination, harassment, and retaliation claims in court, arbitration, and before administrative agencies (including the Labor Commissioner and the EEOC), with responsibility for pleadings, motion practice, and discovery. </p><p><br></p><p>The associate will have the opportunity to work on sophisticated, complex litigation matters and will collaborate closely with experienced litigators and trial lawyers. This role offers meaningful responsibility and hands-on experience across all phases of litigation, with the opportunity to develop strategic, practical advocacy skills. The successful candidate will have a distinguished academic background and exceptional research, writing, analytical, and interpersonal skills.</p><p><br></p><p>RESPONSIBILITIES</p><p>• Handle litigation matters through all phases, including pre-litigation strategy, pleadings, discovery, law and motion practice, mediation, trial preparation, and post-trial proceedings</p><p>• Draft high-quality pleadings, motions, briefs, and discovery requests and responses, including dispositive motions such as demurrers and motions for summary judgment</p><p>• Participate in conducting and defending depositions, preparing witnesses for depositions and hearings, and respond to written discovery requests</p><p>• Appear at hearings, case management conferences, mediations, and arbitrations</p><p>• Support matters involving complex employment matters, including wage and hour class actions, PAGA representative actions, and various other employment disputes</p><p>• Assist shareholders advising employer clients on a range of employment law compliance issues, including conducting legal research, participating in pre-litigation investigations (including witness interviews), and reviewing and drafting employee policies and handbooks</p><p>• Collaborate closely with partners to develop litigation strategy and advance cases toward resolution</p><p>• Prepare matters for mediation and trial, including developing case themes, coordinating key tasks, and collaborating with experts as needed</p><p>• Communicate regularly with clients, opposing counsel, courts, and third-party vendors to advance cases efficiently</p><p><br></p><p><br></p>
- 2026-11-12T21:28:52Z
- Renton, WA
- onsite
- Temporary / Contract
- 55.00 - 65.00 USD / Hourly
- <p>Robert Half Technology is seeking an experienced <strong>IT Project Manager</strong> to support a client in the healthcare industry. This individual will be responsible for managing IT projects from initiation and planning through execution, testing, and deployment, ensuring projects are delivered on time, within scope, and aligned with organizational objectives.</p><p> </p><p>The ideal candidate will have a strong background in IT project management, experience coordinating cross-functional teams, and the ability to establish structured project management processes, documentation, and reporting. Experience supporting technology initiatives within a healthcare environment is highly preferred.</p><p> </p><p><strong>Duration:</strong> Short-term contract</p><p><strong>Location:</strong> Hybrid – 2/days onsite in Renton</p><p><strong>Pay rate: </strong>$55-$65/hourly (W2)</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage IT projects throughout the full project lifecycle, including initiation, planning, execution, testing, deployment, and closure.</li><li>Oversee project intake, assessment, prioritization, and approval processes.</li><li>Develop and maintain comprehensive project plans, including scope, requirements, milestones, deliverables, timelines, and work breakdown structures.</li><li>Coordinate project resources, ensuring appropriate allocation and alignment with project objectives.</li><li>Identify and manage project dependencies, critical paths, risks, issues, and action items, escalating concerns as needed.</li><li>Facilitate project kickoff meetings, regular status updates, stakeholder meetings, and project closure activities.</li><li>Monitor project budgets, schedules, and deliverables, proactively identifying potential risks and delays.</li><li>Prepare and communicate project status reports, progress updates, and key project information to leadership and stakeholders.</li><li>Develop and maintain standardized project management templates, documentation, tools, and reporting processes.</li><li>Collaborate with IT leadership, technical teams, business stakeholders, and external vendors to ensure successful project delivery.</li><li>Promote project management best practices and provide guidance on project lifecycle methodologies.</li></ul>
- 2026-11-10T23:24:09Z
- Seattle, WA
- onsite
- Permanent / Full Time
- 145000.00 - 170000.00 USD / Yearly
- <p><strong>Employment Associate Attorney (3-4 Years)</strong></p><p><br></p><p><strong>Robert Half Legal</strong> is partnering with a well-established Pacific Northwest law firm seeking an <strong>Employment Associate Attorney</strong> to join its growing practice. This is an excellent opportunity for a mid-level attorney who enjoys advising employers on day-to-day workplace issues, building strong client relationships, and developing a sophisticated employment law practice within a collaborative and supportive environment.</p><p>The firm offers meaningful client contact, mentorship from experienced practitioners, and a clearly defined path for long-term career growth. Attorneys are encouraged to take ownership of their work while receiving the support necessary to continue developing their skills and practice.</p><p>Key Responsibilities</p><ul><li>Advise employers on a broad range of employment law matters, including employee relations issues and workplace compliance.</li><li>Counsel clients regarding wage and hour laws, hiring and termination decisions, workplace policies, and best employment practices.</li><li>Draft, review, and update employee handbooks, policies, and procedures.</li><li>Assist employers with disability accommodation and protected leave matters.</li><li>Draft, review, and negotiate employment agreements and other employment-related documents.</li><li>Support workplace investigations and employment-related disputes.</li><li>Collaborate with attorneys across the firm to provide strategic and practical legal guidance to clients.</li></ul><p><br></p><p>Compensation & Benefits</p><ul><li>Base salary range: <strong>$146,000-$161,000</strong>, depending on experience and qualifications.</li><li>Significant bonus opportunity, including structured productivity-based bonuses and additional discretionary bonus potential. Bonuses can range up to 15K per quarter. </li><li>Comprehensive benefits package, including:</li><li>Medical, dental, and vision coverage</li><li>Life and disability insurance</li><li>Paid parental leave</li><li>Flexible PTO</li><li>401(k) with employer contributions</li><li>Professional dues and bar membership reimbursement</li></ul><p>Why Consider This Opportunity?</p><p>This position offers the best of both worlds: sophisticated legal work typically associated with larger firms and the accessibility, mentorship, and collegial culture of a respected midsize practice. Attorneys benefit from:</p><ul><li>Direct client interaction and meaningful responsibility.</li><li>Strong mentorship and professional development.</li><li>A transparent path toward partnership/shareholder consideration.</li><li>A collaborative, team-oriented culture that values excellence, client service, and professional growth.</li><li>Competitive compensation with substantial bonus potential.</li></ul>
- 2026-10-29T21:18:43Z
- Bellevue, WA
- onsite
- Permanent / Full Time
- 110000.00 - 160000.00 USD / Yearly
- <p>A boutique law firm in the Greater Seattle Area is seeking to hire an Associate or Senior Associate Attorney to join their team. This role represents employers on workers compensation, workplace safety claims and employment law matters, advising and responding to complaints from government agencies, and advocating throughout settlement hearings, litigation proceedings and trial. It comes with a collaborative team and dedicated support staff, and a culture that genuinely supports work-life-balance and long-term growth into future potential partnership (if desired). Establish your own billable requirement between 1250-1800. </p><p><br></p><p>The salary offered will reflect the billable requirement established/desired with an estimated range of 110-165k for 0-6 years of experience, along with additional objective and subjective bonus earnings. They offer a full benefits package, including 401k with company match, 15 holidays, 17 days PTO, medical, dental, vision and life insurance. </p>
- 2026-10-20T16:38:46Z
- Middletown, DE
- onsite
- Permanent / Full Time
- 140000.00 - 170000.00 USD / Yearly
- <p>Base salary: $150,000 - $170,000/Year + Bonus</p><p><br></p><p>Well established small firm with 3 offices, with uncapped career potential. When you talk about work life balance in public accounting, at this company it rings true! As per the Managing Director “ we are unique in the way we operate. 2 interviews and done</p><p><br></p><p>As a Tax Manager you will be responsible for review of associates and Seniors.</p><p><br></p><p>• Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback</p><p><br></p><p>• Train and develop staff members</p><p><br></p><p>• Provide detailed review and analysis of complex tax returns</p><p><br></p><p>• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm</p><p><br></p><p>• Serve as the Tax client service coordinator for appropriate clients</p><p><br></p><p>• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities</p><p><br></p><p>• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards</p><p><br></p><p>• Assist with new business development, extended service and tax issue recognition for existing clients</p><p><br></p><p>• Manage corporate client needs with respect to tax services and federal and state tax compliance</p><p><br></p><p>• Remain up-to-date on current tax practices and changes in tax law</p><p><br></p><p>• Other duties as assigned</p><p><br></p><p>• Some travel may be required</p><p><br></p><p><br></p><p><br></p><p>Basic Qualifications:</p><p><br></p><p><br></p><p><br></p><p>• BA/BS Degree – preferably in Accounting or similar field of study</p><p><br></p><p>• CPA, JD, LLM, or EA</p><p><br></p><p>• Minimum of 5 years of experience in Public Accounting</p><p><br></p><p>• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements</p><p><br></p><p>• Experience with the following: S-Corps, C-Corps, Partnerships</p><p><br></p><p>• Effective verbal and written communication skills</p><p><br></p><p><br></p><p><br></p><p>Preferred Qualifications:</p><p><br></p><p>• Working knowledge of tax code and technical aspects of tax preparation and compliance</p><p><br></p><p>• Strong technical skills in accounting and tax preparation, industry specialization a plus</p><p><br></p><p>• Ability to handle multiple tasks simultaneously</p><p><br></p><p>• Experience preparing or reviewing accounting for income taxes in accordance with ASC 740’s</p><p><br></p><p>• Experience in dealing with international tax matters a plus</p>
- 2026-11-06T20:48:47Z
- Baltimore, MD
- onsite
- Permanent / Full Time
- 170000.00 - 200000.00 USD / Yearly
- <p>We are looking for an experienced employment attorney to join our team in Baltimore, Maryland, in a senior-level capacity. This role focuses on guiding employers through sophisticated labor and employment matters while serving as a trusted advisor on risk, compliance, and workplace strategy. The attorney will play a visible role in client relationships, high-stakes disputes, and the continued growth of the practice. This is an ideal role for a Senior Associate, Of Counsel or Junior Partner</p><p><br></p><p>Responsibilities:</p><p>• Lead complex labor and employment matters for employer clients, including disputes involving workplace policies, discrimination allegations, wage and hour issues, and contractual employment matters.</p><p>• Advocate for clients in state and federal litigation, agency investigations, administrative hearings, and arbitration proceedings.</p><p>• Counsel management teams on compliance with employment laws, internal policy development, and practical approaches to minimizing workplace risk.</p><p>• Partner with firm leadership to shape practice priorities, strengthen client service delivery, and support broader business objectives.</p><p>• Develop case strategy, manage all phases of dispute resolution, and oversee filings, motion practice, discovery, and hearing preparation.</p><p>• Serve as a senior legal resource within the practice by mentoring attorneys, contributing insight on complex matters, and helping maintain high-quality legal work.</p><p>• Provide strategic guidance on resolving sensitive employee relations issues through negotiation, preventative counseling, and effective legal analysis.</p>
- 2026-11-04T18:43:44Z
- Louisville, KY
- onsite
- Permanent / Full Time
- 60000.00 - 70000.00 USD / Yearly
- <p>Confidential Client Operations Associate</p><p><strong>Louisville, KY | $60,000-$70,000 + Excellent Benefits</strong></p><p>Are you a sharp, polished professional looking to launch a long-term career in wealth management or investment advisory services? Our client, a growing and highly respected investment management firm in Louisville, is seeking a <strong>Client Operations Associate</strong> to join its close-knit team.</p><p>This is an outstanding opportunity for a recent graduate, early-career professional, or someone making a career change from a similar industry that wants to make a change and who thrives in a professional environment, enjoys working with clients, and wants exposure to investments, financial planning, wealth management, and portfolio operations. </p><p><br></p><p>The firm is committed to developing talent and offers a clear path for long-term growth.</p><p><br></p><p>What You'll Do</p><ul><li>Assist with new account openings and account maintenance</li><li>Coordinate rollovers, transfers, and investment account paperwork</li><li>Process client documents and ensure accurate recordkeeping</li><li>Communicate with clients regarding account updates and follow-up items</li><li>Support advisors and operations staff with administrative and operational tasks</li><li>Maintain organized documentation and ensure compliance with internal processes</li></ul><p>What We're Looking For</p><ul><li>Bachelor's degree <strong>required</strong></li><li>Strong attention to detail and organizational skills</li><li>Professional verbal and written communication abilities</li><li>Excellent follow-through and time management</li><li>Comfortable learning new technology and systems</li><li>Proficiency in Microsoft Office, particularly Excel, preferred</li><li>Previous financial services experience is welcome but not required</li></ul><p>Ideal Backgrounds</p><p>We are open to candidates from a variety of professional environments, including:</p><ul><li>Business or Finance graduates</li><li>Insurance or financial services</li><li>Professional services</li><li>Administrative or office management</li><li>Education</li><li>Customer-facing professional roles</li></ul><p>Why This Opportunity?</p><ul><li>Newly created position due to company growth</li><li>Strong mentorship and training environment</li><li>Exposure to investment management, financial planning, and client advisory services</li><li>Support for obtaining investment industry licensing, including the Series 65</li><li>Potential career path into operations leadership or financial advisory roles</li><li>Stable, privately owned organization with a collaborative culture</li><li>Looking for someone who wants to build a long-term career and grow alongside the firm</li></ul><p>Benefits</p><ul><li>Medical, dental, and vision insurance with 100% employee coverage</li><li>Employer-paid life and disability insurance</li><li>Parental leave</li><li>Bereavement leave</li><li>PTO package</li><li>Simple IRA with company match</li><li>Competitive compensation: <strong>$60,000-$70,000</strong></li></ul><p>If you're seeking a career, not just a job, and want to gain hands-on exposure to the wealth management industry while working alongside experienced professionals, we'd love to hear from you.</p>
- 2026-11-13T18:43:46Z
- Canonsburg, PA
- onsite
- Permanent / Full Time
- 65000.00 - 80000.00 USD / Yearly
- <p>.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you'll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.</p><p>This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.</p><p>What You'll Do</p><ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul><p>Growth Opportunity</p><p>Successful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you'll have opportunities to:</p><ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul><p><br></p>
- 2026-11-13T14:23:43Z
- Towson, MD
- remote
- Permanent / Full Time
- 170000.00 - 200000.00 USD / Yearly
- <p>100% remote opportunity with a forward-thinking law firm that has reimagined the traditional legal practice model. The firm attracts entrepreneurial, business-minded attorneys who are collaborative problem solvers and trusted advisors to their clients. Unlike a traditional law firm, there is no rigid partner-associate hierarchy; attorneys work together in a highly collaborative environment that values initiative, expertise, and teamwork over titles. The firm also maintains a flexible and reasonable billable-hour expectation, recognizing that meaningful client development, relationship building, and business cultivation are essential components of a successful practice.</p><p><br></p><p>Our client is continuing to expand strategically and is actively looking to hire a Trusts & Estates Attorney with a minimum of 7 years' experience</p><p><br></p><p>Must reside within driving distance of Central Maryland to comfortably attend occasional in-person court appearances in Anne Arundel, Baltimore, Montgomery, Prince George’s, Harford, a Cecil Counties and Baltimore City.</p><p><br></p><p>Responsibilities:</p><p>• Develop tailored estate planning strategies for individuals and high-net-worth families, incorporating appropriate trust structures to meet tax, wealth transfer, and family protection goals.</p><p>• Direct probate, trust, and estate administration matters from initiation through final distribution, including oversight of required filings, tax documentation, and beneficiary communications.</p><p>• Establish and administer first-party and third-party Special Needs Trusts designed to safeguard assets while maintaining eligibility for public assistance programs.</p><p>• Handle both disputed and routine adult guardianship cases in Maryland courts, managing filings, hearings, ongoing reporting, and fiduciary accountings.</p><p>• Advise older adults and their families on long-term care preparation, Medicaid planning, crisis-response options, and lawful asset preservation approaches.</p><p>• Act as a primary relationship attorney for an established client base, delivering trusted counsel and responsive service across a range of private client matters.</p><p>• Partner with paralegals, legal assistants, and less experienced attorneys to coordinate case progress, delegate effectively, and support team development within the team.</p>
- 2026-11-04T17:33:45Z
- Maple Grove, MN
- onsite
- Permanent / Full Time
- 120000.00 - 160000.00 USD / Yearly
- <p>RHL is partnering with a well‑established law firm located in a northwest Twin Cities suburb - offering the advantages of a collaborative, close‑knit firm environment without the congestion, parking challenges, or commute associated with downtown practice. In the Business & Nonprofit Department, they serve entrepreneurs, business owners, and nonprofit organizations with practical, relationship‑driven legal counsel. Firm attorneys are trusted advisors to their clients, handling sophisticated matters while maintaining a personalized, client‑focused approach.</p><p> </p><p>Our client is a collaborative firm that values professional autonomy, rewards individual performance, and fosters a family‑friendly environment with strong community ties. Our attorneys enjoy meaningful responsibility, long‑term client relationships, and the ability to build a practice with true independence and support.</p><p> </p><p>Here, your work directly impacts both the firm’s growth and your own professional success. This role is ideal for an attorney seeking substantive, engaging work, the opportunity to grow a book of business, and a compensation structure that rewards productivity and initiative.</p><p> </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> You’ll gain exposure to a broad range of litigation matters, handling cases that span <strong>construction litigation, contract disputes, employment litigation and more.</strong></li><li><strong>Low Billable Hour Expectation:</strong> <u>1,200 hours,</u> intentionally set to promote a genuine work-life balance while still allowing attorneys to build and grow your practice. We believe strong client relationships and personal sustainability go hand in hand. </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>Job Responsibilities: </strong>As an Associate Attorney in the Business & Nonprofit Department, you will be expected to:</p><ul><li>Provide counsel on a broad range of business law matters, including entity formation, governance, restructuring, mergers and acquisitions, employment law, intellectual property, and succession planning.</li><li>Form, structure, and dissolve business entities while advising clients on optimal organizational strategies.</li><li>Draft, review, and negotiate contracts across diverse industries.</li><li>Advise clients on state and federal employment law compliance and prepare employment agreements, severance agreements, policies, and employee handbooks.</li><li>Counsel nonprofit organizations on governance, employment issues, regulatory compliance, and operational matters.</li><li>Support business owners with general corporate and business law guidance to help them grow and manage their organizations.</li><li>Advise clients on intellectual property matters and prepare related state and federal filings.</li><li>Balance independent work with collaboration within a team‑oriented environment.</li><li>Manage multiple ongoing projects and deadlines with efficiency and strong attention to detail. </li></ul><p><br></p>
- 2026-11-06T14:38:43Z
- East Hartford, CT
- onsite
- Permanent / Full Time
- 120000.00 - 175000.00 USD / Yearly
- <p><strong>Position: Senior Tax Associate / Tax Manager</strong></p><p><strong>Location: East Hartford, CT | Hybrid (3 Days in Office / 2 Days Remote)</strong></p><p><strong>Recruiter Contact: Kelleigh Marquard – Kelleigh.Marquard@Roberthalf</strong></p><p><br></p><p>Our client, a growing independent wealth advisory firm, is adding a <strong>Senior Tax Associate</strong> and a <strong>Tax Manager</strong> to its dedicated tax team. Both roles offer direct client contact and the opportunity to work alongside wealth advisors on tax planning for high-net-worth individuals, families, and business owners.</p><p>The firm offers no required weekend work during busy season, a track record of promoting from within, and the opportunity to build a career in tax or take on wealth management responsibilities over time.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review federal and state tax returns for individuals, including high-net-worth clients, and businesses, including partnerships and corporations.</li><li>Advise clients on estimated payments, tax planning opportunities, and filing requirements.</li><li>Partner with wealth advisors to incorporate tax strategies into clients’ broader financial and estate plans.</li><li>Communicate directly with clients and help resolve IRS and state tax notices.</li><li>At the Manager level, serve as a technical resource on complex returns, manage client relationships and team deadlines, and mentor and develop tax staff.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li><strong>Senior Tax Associate:</strong> Base salary up to $120,000, depending on experience, plus a 10% bonus opportunity.</li><li><strong>Tax Manager:</strong> Base salary up to $175,000, depending on experience, plus a 10% bonus opportunity.</li><li>Benefits package and hybrid flexibility of up to two remote days per week.</li></ul><p>If you meet the requirements for either position and are interested in learning more, please email your resume in confidence to Kelleigh Marquard at <strong>Kelleigh.Marquard@roberthalf com</strong> and indicate which role interests you. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.</p>
- 2026-11-11T14:58:17Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000.00 - 125000.00 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T14:48:43Z
- Baltimore, MD
- onsite
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p>A nationally recognized public accounting and advisory firm is seeking an <strong>Audit Manager</strong> to join its growing <strong>Manufacturing & Distribution</strong> practice.</p><p>This is an outstanding opportunity for a public accounting professional who enjoys partnering with middle-market and larger companies, developing staff, and serving as a trusted advisor to clients. The role offers meaningful leadership responsibility, direct client interaction, and exposure to a diverse portfolio of manufacturing and distribution businesses.</p><p>The firm is known for its collaborative culture, strong employee retention, and commitment to professional development and career advancement.</p><p>Why This Opportunity Stands Out</p><ul><li>Hybrid schedule with only <strong>2–3 days per week in the office</strong></li><li>Exposure to a diverse client base ranging from middle-market businesses to larger organizations</li><li>Opportunity to lead complex audit engagements and client relationships</li><li>Strong culture of mentorship, training, and promotion from within</li><li>Work directly with experienced partners and industry leaders</li><li>Excellent benefits, compensation, and quality of life</li><li>Clear path for future leadership growth</li></ul><p>Key Responsibilities</p><ul><li>Lead audit engagements for manufacturing and distribution clients from planning through completion</li><li>Serve as the primary day-to-day contact for clients and engagement teams</li><li>Review financial statements, audit workpapers, and technical accounting matters</li><li>Supervise, mentor, and develop seniors, staff, and associates</li><li>Manage engagement budgets, timelines, and client deliverables</li><li>Research and resolve complex accounting and audit issues</li><li>Build strong client relationships and identify opportunities to provide additional value</li><li>Participate in practice development, recruiting, and staff development initiatives</li></ul><p><br></p>
- 2026-11-06T21:04:15Z