We are looking for a dedicated Customer Service Representative to join our team in Richmond, Virginia. In this position, you will play a vital role in delivering exceptional service to customers, ensuring their inquiries and orders are handled efficiently and professionally. This is a great opportunity for someone with strong communication skills and a passion for customer satisfaction.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries via inbound calls, addressing questions and resolving issues with professionalism.<br>• Process orders accurately using order entry systems to ensure timely fulfillment.<br>• Provide clear and concise information about products and services to assist customers in making informed decisions.<br>• Manage both inbound and outbound calls to maintain effective communication with clients and partners.<br>• Collaborate with team members to ensure customer concerns are resolved effectively and within company guidelines.<br>• Maintain detailed records of customer interactions, transactions, and feedback for continuous improvement.<br>• Identify opportunities to enhance customer experience and suggest improvements to processes.<br>• Uphold company standards by delivering high-quality service and maintaining a positive attitude during interactions.<br>• Follow established protocols and procedures to ensure compliance with company policies.
We are looking for a dedicated Customer Service Representative to join our team in Glen Allen, Virginia. In this long-term contract position, you will play a vital role in assisting clients and ensuring a positive experience through exceptional service. This opportunity is perfect for individuals passionate about providing solutions and building relationships in the real estate and property industry.<br><br>Responsibilities:<br>• Respond to inbound calls and assist customers with inquiries, providing accurate and timely information.<br>• Address client concerns and resolve issues effectively, ensuring satisfaction and a positive experience.<br>• Refer clients to appropriate departments when necessary, maintaining a seamless service process.<br>• Manage order entry tasks with precision, ensuring all details are correctly recorded.<br>• Collaborate with team members to deliver consistent and high-quality customer support.<br>• Utilize organizational skills to prioritize tasks and handle multiple responsibilities simultaneously.<br>• Maintain composure and professionalism while working in high-pressure situations.<br>• Stay up-to-date with company policies and procedures to provide accurate information to clients.<br>• Demonstrate proficiency in computer systems and tools to perform daily tasks efficiently.
<p>The role of the EA is to support the firm with administrative tasks, office maintenance, client service and other projects as needed. This will include but is not limited to answering phones, greeting clients when they arrive, generating client paperwork, opening accounts, moving money, maintaining databases, planning events, managing supplies, and performing ad hoc tasks and projects. The EA will serve as the first point of contact at our firm and help to improve administrative and client service processes. The role will be instrumental in establishing positive first impressions and ongoing client satisfaction. </p><p><br></p><p>This EA should be organized and detail oriented with a strong work ethic and the initiative to improve the status quo. As our first point of contact, the EA should be warm and welcoming and find joy in serving others. </p><p><br></p><p>Responsibilities </p><p>• Answering phones & greeting visitors: serve as first point-of-contact, responsible for first impressions </p><p>• Managing & improving administrative workflows: perform onboarding, money movements, etc. </p><p>• Generating client paperwork: prepare and submit client paperwork to custodian </p><p>• Maintaining client data: update data and notes in various databases (Redtail, Orion, Schwab, etc.) </p><p>• Resolving account alerts: review and resolve alerts such as insufficient cash, rejected wires, gifts etc. </p><p>• Moving money: cut checks, journal assets, and ACH cash upon request </p><p>• Participating in new client meetings: guide clients through the paperwork </p><p>• Managing office supplies and appearance: ensure the office appearance enhances client experience, maintain vendor relations, order office and kitchen supplies </p><p>• Managing client gifts and firm swag: plan, order and send gifts </p><p>• Planning events: coordinate firm events for clients and prospects </p><p>• Managing firm calendar: maintain a calendar of firm events and employee vacations </p><p>• Assisting with client service: execute or remind advisors of client requests </p><p>• Performing other tasks and projects: take on ad hoc projects as needed </p><p><br></p><p>Preferred Experience </p><p>• Client service administration and support </p><p>• Financial services operations </p><p>• Process management and improvement </p><p>• Microsoft Office Suite, Customer Relationship Management (CRM) </p><p>• Schwab Institutional and/or Orion Advisor Services </p><p>• Series 66 Licensed </p><p><br></p><p>Expectations </p><p>The EA will be responsible for delivering and improving the client experience and should therefore: </p><p>• Be reliable, responsive, accountable and prepared </p><p>• Work hard, continuously improve, and strive for excellence </p><p>• Demonstrate genuine care for others</p>
We are looking for a detail-oriented Administrative Assistant to join our team in Richmond, Virginia. In this Contract to permanent position, you will play a key role in managing administrative tasks, handling customer inquiries, and ensuring accurate documentation of information. This is an excellent opportunity for individuals who are organized, tech-savvy, and possess strong communication skills.<br><br>Responsibilities:<br>• Respond to 20-30 daily inbound calls, addressing general policy questions and resolving customer concerns.<br>• Prepare and organize unemployment claims packets for submission to the appropriate office.<br>• Document and maintain accurate records of information in a detail-oriented manner.<br>• Coordinate necessary follow-ups with the executive team to address unresolved issues.<br>• Utilize Microsoft Word and Excel to create and manage spreadsheets and other documents.<br>• Ensure efficient handling of incoming and outgoing calls with a focus on customer service.<br>• Provide support in maintaining data and records related to administrative processes.<br>• Assist in various office tasks, ensuring smooth day-to-day operations.
<p>We are looking for an attentive and precise Accounting Associate to join our team in Richmond, VA. This role focuses on managing essential accounting tasks, including accounts receivable and bank reconciliations, while also supporting customer inquiries and resolving issues. This is a long-term contract to hire position that offers a great opportunity to develop your accounting expertise and contribute to a dynamic work environment.</p><p><br></p><p>Responsibilities:</p><p>• Perform accounts receivable tasks, ensuring accuracy and timeliness in financial transactions.</p><p>• Handle bank reconciliations, maintaining precise and up-to-date records.</p><p>• Respond to customer inquiries, providing clear and thorough communication.</p><p>• Investigate and resolve complaints or discrepancies, ensuring customer satisfaction.</p><p>• Create and update spreadsheets to manage and analyze financial data effectively.</p><p>• Conduct research to identify and resolve accounting-related issues.</p><p>• Support accounts payable processes as needed to maintain smooth operations.</p><p>• Collaborate with team members to ensure compliance with accounting standards and procedures.</p><p>• Act as a lead on specific tasks or projects, providing guidance to peers when necessary.</p>
We are looking for a detail-oriented and resourceful Administrative Assistant to join our team in Richmond, Virginia on a contract basis. This role is ideal for someone who thrives in an office environment and can efficiently handle a variety of administrative tasks. The position requires strong organizational skills and the ability to adapt to changing priorities while supporting daily operations.<br><br>Responsibilities:<br>• Perform general administrative tasks in a collaborative office bullpen setting.<br>• Handle light bookkeeping duties, including processing deposits and managing bill payments.<br>• Utilize QuickBooks Online to input financial data accurately.<br>• Conduct data entry and maintain organized records.<br>• Assist in back-office operations and provide support to team members as needed.<br>• Manage email communications using Gmail and perform tasks with Microsoft Office Suite.<br>• Create and edit spreadsheets using basic Excel functions.<br>• Ensure smooth daily operations by addressing various administrative needs.<br>• Communicate effectively with clients and visitors, providing excellent customer service.<br>• Collaborate with colleagues to maintain workflow efficiency.
We are looking for a skilled Collections Specialist to join our team in Richmond, Virginia. In this long-term contract role, you will play a vital part in managing and improving the collections process while ensuring customer satisfaction. This position offers an opportunity to work in the dynamic Real Estate & Property industry, focusing on preventing defaults and maintaining positive relationships with clients.<br><br>Responsibilities:<br>• Monitor and manage customer accounts to ensure timely collections and prevent payment defaults.<br>• Communicate with clients to negotiate payment arrangements and resolve outstanding balances.<br>• Analyze account data and prepare accurate reports for internal tracking and decision-making.<br>• Collaborate with the team to implement effective strategies for improving collections processes.<br>• Handle billing inquiries and provide excellent customer service to address payment-related concerns.<br>• Maintain detailed records of collection activities and update account information in the system.<br>• Research and resolve discrepancies in customer accounts to ensure accurate billing.<br>• Assist in identifying trends and opportunities for process improvement within the collections workflow.<br>• Ensure compliance with company policies and industry regulations during all interactions.<br>• Work proactively to meet and exceed collection targets while fostering positive client relationships.
We are looking for a dedicated Medical Accounts Receivable Specialist to join our team in Richmond, Virginia. In this long-term contract role, you will play a key part in managing billing and payment processes to ensure the smooth operation of our medical accounts. If you have a keen eye for detail and a passion for accuracy in financial transactions, we encourage you to apply.<br><br>Responsibilities:<br>• Process and manage medical billing activities to ensure timely and accurate invoicing.<br>• Handle accounts receivable tasks, including tracking outstanding balances and following up on overdue payments.<br>• Post payments accurately into the system and reconcile any discrepancies.<br>• Conduct collection activities to recover unpaid balances while maintaining strong client relationships.<br>• Monitor cash application processes to ensure proper allocation of funds.<br>• Collaborate with internal teams to resolve billing and payment issues efficiently.<br>• Generate detailed financial reports related to accounts receivable and collections.<br>• Stay updated on billing procedures and compliance with industry standards.<br>• Maintain organized and accurate records of all transactions and communications.<br>• Provide exceptional customer service to clients regarding billing and payment inquiries.
<p>We are looking for a skilled individual to join our healthcare team in Henrico, Virginia, as a Medical Billing Specialist. In this long-term contract role, you will play a vital part in ensuring the accuracy and efficiency of billing processes, claims management, and collections. This position offers an excellent opportunity to contribute to the healthcare industry's revenue cycle management while utilizing your expertise in medical billing systems.</p><p><br></p><p>Responsibilities:</p><p>• Process and submit medical claims accurately and on time to ensure timely reimbursement.</p><p>• Review and resolve billing discrepancies, denials, and appeals effectively.</p><p>• Manage collections activities by following up on outstanding balances and communicating with patients and insurance providers.</p><p>• Utilize eClinicalWorks (eCW) to maintain and update billing records and claims information.</p><p>• Identify and address issues related to hospital billing processes to improve efficiency.</p><p>• Collaborate with the revenue cycle management team to optimize billing workflows.</p><p>• Analyze financial data and prepare reports related to claims and collections.</p><p>• Ensure compliance with healthcare regulations and billing standards.</p><p>• Provide excellent customer service while addressing patient inquiries regarding billing and payments.</p><p>• Stay updated on industry best practices and changes in medical billing policies.</p>
We are looking for a skilled Tax Accountant to join our team in Mechanicsville, Virginia. In this role, you will focus on preparing and reviewing tax returns for individuals and businesses, ensuring compliance with federal and state regulations. This is an excellent opportunity to work in a collaborative environment and contribute to the success of a diverse client portfolio.<br><br>Responsibilities:<br>• Prepare accurate and timely individual and business tax returns, including corporate and partnership filings.<br>• Review tax returns prepared by other team members, ensuring thoroughness and resolving any discrepancies.<br>• Maintain updated status codes within UltraTax CS software and track both billable and non-billable time daily in Practice CS.<br>• Stay informed on current federal and state tax laws to ensure compliance and provide expert guidance.<br>• Collaborate with clients to address tax-related inquiries and offer tailored solutions.<br>• Utilize expertise in UltraTax CS and Practice CS to streamline processes and enhance efficiency.<br>• Manage multiple client engagements independently while adhering to deadlines.<br>• Contribute to the firm's development initiatives by sharing knowledge and best practices.<br>• Ensure all documentation and reports are organized and accessible for reference.<br>• Support the firm’s mission of delivering high-quality service to a loyal client base.
We are looking for an experienced Tax Manager to join our team in Richmond, Virginia. In this role, you will play a key part in managing tax planning and compliance for high-net-worth individuals, estates, trusts, and business entities. This position offers the opportunity to collaborate closely with clients and colleagues to deliver innovative tax strategies and solutions.<br><br>Responsibilities:<br>• Lead federal and state income tax planning and consulting engagements tailored to high-net-worth individuals.<br>• Prepare and review individual, estate, trust, gift, and passthrough-entity income tax returns ranging from simple to complex.<br>• Ensure the accuracy and timeliness of tax return preparation by conducting detailed reviews and quality checks.<br>• Gather, assess, and input relevant client information into organizational systems and platforms.<br>• Communicate directly with clients to obtain necessary information, share results, and offer proactive tax planning advice.<br>• Participate in client and prospect meetings to support business development and strengthen client relationships.<br>• Collaborate with the wealth advisory team to align tax strategies with broader financial planning goals.<br>• Research complex tax issues and provide insights and solutions to both clients and the tax team.<br>• Represent clients in correspondence with taxing authorities and manage tax audits efficiently.<br>• Stay informed on evolving tax laws and implement service enhancements to adapt to changes.
<p>ACUMATICA HIGHLY PREFERRED. BORDERLINE REQUIRED.</p><p><br></p><p>We are looking for an experienced Accounts Receivable Manager to lead and enhance our accounts receivable operations in Richmond, Virginia. In this role, you will be responsible for managing a team, ensuring accurate payment processing, and maintaining strong relationships with customers. You will also play a key role in optimizing cash flow and implementing process improvements to support the financial stability of our organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead and mentor the accounts receivable team, providing guidance, training, and performance evaluations to enhance team capabilities.</p><p>• Assess customer creditworthiness and establish appropriate credit limits, ensuring sound financial decisions.</p><p>• Build and maintain strong relationships with customers, addressing billing inquiries and resolving payment-related issues promptly.</p><p>• Supervise the accurate and timely processing of customer invoices and payment receipts in compliance with company policies and accounting standards.</p><p>• Monitor accounts receivable aging reports and develop effective strategies to minimize overdue accounts through structured collection processes.</p><p>• Oversee lien processing to ensure compliance with state and local regulations.</p><p>• Conduct regular reconciliations of accounts receivable to the general ledger and prepare detailed reports for senior management.</p><p>• Develop cash flow forecasts based on accounts receivable data to support financial planning and decision-making.</p><p>• Identify opportunities for process improvements to enhance efficiency in credit evaluations, collections, and cash applications.</p><p>• Maintain and update documentation of accounts receivable policies and procedures to ensure clarity and consistency.</p>
To perform this job successfully, an individual must satisfactorily perform each essential duty. <br>• Work closely with the Controller on the month-end and year-end accounting close as well as financial reporting.<br>• Prepare journal entries including monthly accruals, adjusting entries and complex entries to support complex transactions.<br>• Perform Balance sheet account reconciliation for all assets and liabilities accounts and present to VP Finance for review.<br>• Responsible for all State Sales Tax filing and compliance.<br>• Assist with external tax accounting firm with tax filings by providing supporting schedules and requested information.<br>• Help develop and subsequently manage the storing, tracking and upkeeping of vendor and customer contracts.<br>• Support management with the development of key accounting processes and internal control design.<br>• Assist with improving systems and processes within the ERP system.<br>• Help develop accounting related policies and procedures.<br>• Assist VP Finance with the development, maintenance and distribution of KPIs.<br>• Perform ad hoc projects for VP Finance, as assigned.<br><br>Qualifications:<br><br>Must have:<br>• Bachelor’s degree in Accounting for an accredited institution. <br>• 3 or more years of progressive experience in accounting.<br>• ERP experience.<br>• State sales tax experience.<br>• Advanced knowledge of MS Excel<br>Preferred:<br>• Manufacturing experience.<br>• Working towards CPA.<br>• Epicor Kinetic experience.
We are looking for an experienced Project Manager/Sr. Consultant to join our team in Richmond, Virginia. In this long-term contract position, you will play a pivotal role in leading enterprise-wide system selection and planning efforts within the financial services industry. This role requires a strategic thinker who can engage stakeholders, evaluate system options, and deliver executive-level insights to guide decision-making and implementation readiness.<br><br>Responsibilities:<br>• Conduct comprehensive analysis of existing systems, processes, and data architecture to identify gaps and opportunities for improvement.<br>• Manage the evaluation of potential system options, including various cloud-based platforms and data-driven solutions, ensuring objective assessments.<br>• Collaborate closely with project teams and stakeholders through workshops, journey mapping, and requirements gathering to ensure alignment.<br>• Develop and present executive-level reports, including dashboards, status updates, and recommendations on risks and decisions.<br>• Lead the product selection process by defining evaluation criteria, creating scoring matrices, and conducting reference checks.<br>• Prepare implementation plans for the selected solution, including scope, requirements, service-level agreements, and vendor selection criteria.<br>• Define a strategic roadmap with clear milestones, focusing on immediate wins that support business growth.<br>• Establish data governance and integration strategies that align with security and regulatory standards within the financial services sector.<br>• Explore and recommend AI and machine learning applications for enhanced insights, automation, and personalization.<br>• Coordinate change management efforts and training to ensure successful adoption of new systems.
We are looking for an organized and personable Receptionist to join our team in Richmond, Virginia. This role is essential in ensuring smooth front-office operations and supporting administrative functions across the organization. The ideal candidate will bring attention to detail and excellent communication skills to create a welcoming experience for clients and staff.<br><br>Responsibilities:<br>• Welcome clients, guests, and staff with a friendly and detail-oriented demeanor.<br>• Direct visitors to appropriate personnel, meeting rooms, or departments as needed.<br>• Manage incoming calls by answering, screening, and forwarding them in a timely and courteous manner.<br>• Schedule appointments, coordinate meetings, and maintain conference room calendars.<br>• Handle mail distribution, deliveries, and courier services efficiently.<br>• Keep the reception and conference areas clean, organized, and presentable.<br>• Perform administrative tasks such as data entry, scanning, photocopying, and filing sensitive documents.<br>• Assist attorneys, paralegals, and office staff with special projects and tasks.<br>• Uphold strict confidentiality regarding all firm matters and client information.
We are looking for a detail-oriented and dedicated Tax Staff member to join our team in Ashland, Virginia. In this role, you will focus on tax preparation, compliance, and accounting support while collaborating with clients to provide tailored tax solutions. This position offers an excellent opportunity to grow your expertise in individual and corporate tax processes while contributing to a supportive team environment.<br><br>Responsibilities:<br>• Prepare and review federal, state, and local income tax returns for individuals, businesses, trusts, and exempt organizations.<br>• Calculate, file, and ensure compliance with quarterly estimated payments, extensions, and other related forms.<br>• Perform essential accounting tasks such as journal entries, account reconciliations, and month-end or year-end close processes.<br>• Assist in preparing financial statements and ensure adherence to applicable accounting standards.<br>• Work directly with clients to collect financial data and provide strategic tax planning advice.<br>• Identify and recommend tax-saving opportunities tailored to client needs.<br>• Support senior accountants and CPAs with various tasks during peak tax periods.<br>• Mentor less experienced team members and share knowledge to strengthen the team.<br>• Collaborate effectively within the team to deliver high-quality tax and accounting services.
We are looking for an experienced IT Manager to oversee and enhance the technology operations of our non-profit organization located in Richmond, Virginia. This position is vital for ensuring secure, efficient, and reliable technology services while supporting organizational goals and staff needs. As a contract-to-permanent role, this position offers the opportunity to contribute to impactful work while driving innovation and operational excellence.<br><br>Responsibilities:<br>• Oversee daily IT operations, including system backups, software licensing, access controls, and monitoring for system failures or intrusions.<br>• Plan and manage the technical infrastructure of the organization to ensure optimal performance and reliability.<br>• Design, implement, and maintain the organization's wide area network (WAN), ensuring efficient resource utilization and network monitoring.<br>• Manage computer hardware, data storage solutions, and capacity planning to align with organizational needs.<br>• Develop and enforce cybersecurity measures, including disaster recovery protocols and database protection.<br>• Supervise and maintain business applications and ensure they meet organizational requirements.<br>• Provide full management of the Cardinal client database system, ensuring functionality and troubleshooting issues as needed.<br>• Lead staff training efforts on new software, hardware, and IT best practices to enhance user proficiency.<br>• Manage the help desk ticketing system to ensure prompt resolution of technical problems.<br>• Prepare and oversee the department's budget to align with organizational objectives and financial constraints.
We are looking for an experienced and strategic Chief Financial Officer (CFO) to lead the financial operations of our organization in Newport News, Virginia. This role is pivotal in driving the company’s growth through effective financial planning, compliance, and leadership. The ideal candidate will bring strong expertise in real estate or property management and a proven ability to enhance operational and financial performance.<br><br>Responsibilities:<br>• Develop and implement financial strategies to support the company’s growth and long-term objectives.<br>• Manage corporate and client cash flow, oversee banking relationships, and ensure compliance with debt agreements.<br>• Collaborate with leadership on mergers and acquisitions, financing structures, and transaction closings.<br>• Lead the Accounting department to ensure accurate and timely financial reporting for managed properties.<br>• Prepare and present financial statements to the Board of Directors and other key stakeholders.<br>• Maintain robust internal controls and enhance financial systems to improve efficiency and data integrity.<br>• Coordinate external audits, tax planning, and filings while staying current with regulatory changes.<br>• Provide mentorship and conduct performance evaluations for direct reports, fostering a culture of accountability and innovation.<br>• Oversee risk management strategies, including insurance procurement and legal compliance.<br>• Drive cross-functional initiatives that improve profitability, operational efficiency, and stakeholder satisfaction.
<p>We are looking for a skilled Attorney with expertise in family law to join our client's team in Fredericksburg, Virginia. The ideal candidate will handle family law cases, including divorce, child custody, and complex asset division, providing comprehensive legal representation from start to finish.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in family law cases, including uncontested and contested divorce proceedings.</p><p>• Manage child custody and support matters, advocating for the best interests of clients.</p><p>• Handle complex asset division cases, especially those involving high net worth individuals.</p><p>• Conduct legal research and draft motions, pleadings, and other case-related documents.</p><p>• Prepare clients for hearings and trials, ensuring thorough case preparation.</p><p>• Appear in court to present cases and argue on behalf of clients.</p><p>• Provide legal advice and guidance to clients throughout the duration of their cases.</p><p>• Maintain accurate case records and documentation.</p><p>• Collaborate with other attorneys and legal professionals to develop case strategies.</p><p>• Stay updated on changes in family law to provide informed counsel.</p>
