<p>About the Role</p><p>We are seeking a <strong>Manager, Client Advisory & Tax</strong> to join a growing consulting and advisory firm in the Horsham, PA area. This role is ideal for a public accounting or advisory professional who enjoys working closely with <strong>privately held companies</strong> navigating critical moments of change, including <strong>ownership transitions, generational succession, mergers and acquisitions, recapitalizations, and public company readiness</strong>.</p><p>This individual will serve as a trusted advisor to clients, helping them strengthen financial operations, improve reporting, manage tax and compliance matters, and make informed decisions during periods of business transformation. The Manager will also play a key role in developing staff, overseeing client engagements, and delivering a high-touch, advisory-driven client experience.</p><p>What You’ll Do</p><ul><li>Lead day-to-day client engagements for privately held businesses, overseeing <strong>compilations, reviews, management reporting, and advisory deliverables</strong>.</li><li>Serve as a strategic advisor to clients by helping them improve accounting operations, enhance reporting accuracy, and use financial information to support decision-making.</li><li>Advise clients on a broad range of accounting and finance matters, including <strong>bookkeeping oversight, budgeting, forecasting, cash flow management, process improvement, and operational restructuring</strong>.</li><li>Provide guidance on <strong>tax planning, compliance, and tax implications</strong> related to business changes, entity structures, ownership transitions, and transaction activity.</li><li>Support clients through significant milestones such as <strong>mergers and acquisitions, business sales, succession planning, capitalization changes, and readiness for outside investment or public reporting</strong>.</li><li>Perform and review complex financial analyses related to <strong>capital transactions, business transitions, due diligence support, and other strategic initiatives</strong>.</li><li>Manage engagement workflow, project timelines, and client deliverables, ensuring work is completed accurately, efficiently, and in alignment with firm standards.</li><li>Review work prepared by staff and senior accountants, providing constructive feedback and maintaining a strong focus on quality and client service.</li><li>Build strong client relationships and act as a go-to resource for business owners, executives, and stakeholders who value practical advice and responsive service.</li><li>Mentor, coach, and develop team members by providing hands-on guidance that strengthens their technical capabilities, confidence, and ability to deliver advisory-focused solutions.</li><li>Help foster a collaborative, entrepreneurial team environment focused on solving problems and supporting clients through change.</li><li>Stay current on relevant accounting, tax, and regulatory developments affecting privately held and growth-oriented businesses.</li></ul><p><br></p>
<p>We are looking for an experienced Human Resources Director to lead the people function for a growing organization in Easton, Pennsylvania. In this role, you will shape HR strategy, guide leadership on workforce decisions, and strengthen programs that support employee growth, engagement, and performance. This position is ideal for a hands-on leader who can balance long-term planning with day-to-day operational excellence while helping the business scale effectively.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Responsibilities:</p><p>• Shape and implement human resources strategies that align workforce initiatives with the company’s broader growth plans and operational priorities.</p><p>• Advise senior leaders on organizational structure, succession planning, talent development, and staffing needs across the business.</p><p>• Direct full-cycle recruiting and onboarding efforts to build strong teams and create a smooth introduction for new employees.</p><p>• Design programs that improve employee engagement, reinforce a productive workplace culture, and support retention.</p><p>• Oversee performance management practices, providing guidance to managers on coaching, accountability, and employee development.</p><p>• Administer compensation and benefits programs to maintain market competitiveness and ensure regulatory compliance.</p><p>• Maintain compliance with applicable employment laws and HR standards at the federal, state, and local levels.</p><p>• Lead employee relations matters, including workplace investigations, conflict resolution, disciplinary actions, and policy interpretation.</p><p>• Evaluate HR data and reporting to identify trends and recommend improvements in retention, productivity, and employee satisfaction.</p><p>• Supervise HR operations, records, systems, and team members while promoting process improvement and consistent service delivery.</p>
We are looking for a strategic and hands-on marketing leader to guide brand growth for a financial services organization in Horsham, Pennsylvania. This role is ideal for someone who can balance big-picture planning with day-to-day execution, while building a consistent market presence across digital channels. The Director of Marketing will shape content strategy, strengthen thought leadership, and use modern marketing tools to improve engagement and business results.<br><br>Responsibilities:<br>• Lead the overall marketing direction, turning business goals into clear campaigns, brand initiatives, and measurable programs.<br>• Develop and manage content across channels, including social platforms, executive thought leadership, and audio formats such as podcasts.<br>• Create compelling marketing copy tailored to financial services audiences, ensuring messaging is accurate, credible, and aligned with the brand.<br>• Oversee LinkedIn strategy and execution to expand visibility, strengthen audience engagement, and support brand authority.<br>• Apply AI-enabled tools in practical ways to enhance content development, campaign performance, and marketing efficiency.<br>• Manage marketing technology platforms, with a strong preference for HubSpot experience, to support automation, reporting, and lead development efforts.<br>• Partner with external agencies and marketing vendors to deliver high-quality work, maintain timelines, and uphold brand standards.<br>• Track campaign and channel performance using analytics tools, identifying opportunities to refine strategy and improve results.
<p><strong>Director of FP&A</strong></p><p> </p><p>A client of ours is seeking a strategic and results-oriented Director of Financial Planning & Analysis (FP&A) to lead enterprise-wide financial planning, forecasting, reporting, and business performance analysis. This highly visible leadership position plays a critical role in supporting executive decision-making by delivering financial insights, driving planning processes, and providing a comprehensive view of company performance across all business functions. Reporting to senior finance leadership, the Director of FP&A will oversee a small team while collaborating with stakeholders throughout the organization, including Accounting, Treasury, Human Resources, Investor Relations, Legal, and operational business leaders.</p><p><br></p><p><strong>Responsibilities of Director of FP&A </strong></p><ul><li>Lead the organization's consolidated forecasting, budgeting, and long-range planning processes across multiple business units.</li><li>Develop and maintain accurate financial models to support business planning, forecasting, and strategic initiatives.</li><li>Prepare and present monthly, quarterly, and annual financial performance reports, highlighting key trends, risks, opportunities, and variance drivers.</li><li>Provide actionable recommendations and forward-looking analyses to executive leadership and business partners.</li><li>Collaborate with finance teams across the organization to ensure alignment of assumptions, methodologies, and reporting standards.</li><li>Support strategic planning initiatives through scenario modeling, business case development, and ad hoc financial analysis.</li><li>Partner with Human Resources to evaluate and model compensation programs, including annual incentive and long-term reward plans.</li><li>Assist in the preparation of executive, board-level, and leadership presentations.</li><li>Drive continuous improvement in planning, forecasting, and reporting processes to enhance efficiency and decision support.</li><li>Lead, coach, and develop a team of finance specialists, fostering a culture of accountability, collaboration, and proficient growth.</li></ul>