We are looking for a strategic technology executive to lead infrastructure direction, strengthen enterprise systems, and align technical capabilities with business goals in Phoenix, Arizona. This role oversees core platforms, guides architecture decisions, and promotes disciplined delivery practices across teams. The ideal candidate brings strong leadership experience with cloud environments, network technologies, and modern execution frameworks while building a reliable and scalable technology organization.<br><br>Responsibilities:<br>• Define and lead the enterprise technology strategy with a focus on resilient infrastructure, secure operations, and long-term scalability.<br>• Direct the design, performance, and lifecycle management of core infrastructure, including cloud services, networking environments, and hardware platforms.<br>• Partner with senior leadership to translate business priorities into practical technology roadmaps, investment plans, and execution milestones.<br>• Establish and refine Agile Scrum-based delivery practices to improve cross-functional collaboration, visibility, and accountability.<br>• Oversee technology teams and external partners, setting expectations, developing talent, and fostering a high-performance engineering culture.<br>• Evaluate current systems and recommend improvements that enhance reliability, efficiency, security, and operational continuity.<br>• Govern technology standards, architecture decisions, and risk management processes to support compliant and stable operations.<br>• Track key performance indicators, budgets, and service outcomes to ensure technology initiatives deliver measurable business value.
We are looking for an experienced technology executive to guide enterprise IT strategy and ensure reliable, secure operations across a multi-state organization in Milwaukee, Wisconsin. This leader will shape long-term technology plans, strengthen governance and risk management practices, and partner with senior leadership to align systems and investments with organizational goals. The role also oversees infrastructure, cybersecurity, vendor relationships, and service delivery while supporting teams through a fast-moving and mission-driven environment.<br><br>Responsibilities:<br>• Lead the overall direction of the technology function, including team leadership, operational oversight, financial planning, and investment priorities.<br>• Create and carry out a forward-looking IT roadmap that supports organizational objectives and improves service delivery across multiple locations.<br>• Direct the performance, security, and ongoing maintenance of enterprise technology systems spanning cloud platforms, on-premise environments, networks, and end-user tools.<br>• Establish effective practices for data management, including storage, access, protection, and information sharing across business applications and databases.<br>• Define and uphold IT governance, security standards, and operational policies that protect system availability, confidentiality, and data integrity.<br>• Manage technology sourcing activities, from evaluating solutions and negotiating vendor agreements to overseeing asset lifecycle planning for hardware and software.<br>• Partner with executive stakeholders to prioritize initiatives, advise on technology decisions, and support organizational planning and policy development.<br>• Monitor compliance obligations and technology-related risks, providing leadership with clear reporting and recommendations for mitigation.<br>• Ensure responsive technical support for employees and foster a service-oriented approach that improves the user experience across the organization.<br>• Represent the technology function in external meetings, presentations, and other organizational activities as needed, including travel and occasional non-standard hours.
<p>We are looking for a strategic technology executive (VP of IT) to lead the organization’s enterprise systems, digital capabilities, and operational IT functions in Gainesville, Florida. This leader will work closely with senior stakeholders to shape a forward-looking technology vision that strengthens performance, supports growth, and enables modern business practices. The role combines hands-on oversight of core technology domains with executive leadership across planning, governance, cybersecurity, and service delivery.</p><p><br></p><p>Responsibilities:</p><p>• Shape and carry out a company-wide technology strategy, including long-range planning, governance practices, and funding priorities that support organizational goals.</p><p>• Direct the performance and continuous improvement of enterprise platforms, custom software efforts, system integrations, cloud environments, user computing tools, and daily IT operations.</p><p>• Collaborate with executive and departmental leaders to uncover opportunities for automation, process enhancement, and broader digital advancement across the business.</p><p>• Define and enforce standards for solution architecture, application development, information security, risk controls, continuity planning, disaster recovery, and compliance requirements.</p><p>• Oversee the technology project portfolio by setting priorities, assigning resources, monitoring governance, and driving timely, cost-conscious execution.</p><p>• Lead relationships with external technology providers, including contract discussions, managed service oversight, and strategic partner engagement.</p><p>• Own IT operating and capital planning by managing budgets, tracking performance indicators, and establishing clear accountability for results.</p><p>• Build, mentor, and guide a strong technology organization that encourages teamwork, innovation, dependable service, and skill development.</p>
We are looking for a strategic and hands-on technology executive to guide the company’s IT direction during a pivotal stage of growth in Needham, Massachusetts. This leader will shape enterprise systems, cybersecurity, infrastructure, data capabilities, and digital innovation while partnering closely with senior leadership and cross-functional teams. The role is responsible for building scalable, compliant, and business-ready technology operations that support clinical development and commercial readiness.<br><br>Responsibilities:<br>• Define and lead the enterprise technology strategy, aligning platforms, processes, and investments with organizational priorities and long-term growth plans.<br>• Direct day-to-day IT operations across internal staff and external service providers, ensuring reliable support, strong performance, and clear accountability.<br>• Oversee regulated business systems and technology environments used across clinical, quality, regulatory, finance, HR, supply chain, technical operations, commercial, and research functions.<br>• Strengthen cybersecurity, identity and access controls, risk management, and disaster recovery capabilities to protect systems, data, and business continuity.<br>• Manage the Microsoft 365 and cloud ecosystem, driving secure, efficient, and scalable use of collaboration tools, infrastructure, and SaaS applications.<br>• Establish data governance practices and expand analytics and AI capabilities that improve decision-making and operational insight across the organization.<br>• Partner with business leaders to prepare technology operations for commercial launch activities and evolving organizational demands.<br>• Lead vendor strategy, contract oversight, and service delivery management to maximize value, reduce risk, and maintain dependable external partnerships.<br>• Ensure IT practices, documentation, and systems remain aligned with GxP expectations, 21 CFR Part 11 requirements, and other applicable regulatory standards.
<p>Director of IT</p><p>Sherman Oaks, CA (Onsite)</p><p>Salary: Up to $160,000 DOE</p><p><br></p><p>We are seeking a Director of IT to lead technology strategy, vendor management, cybersecurity oversight, and enterprise applications for a growing organization. This role will serve as the primary technology leader, partnering with executive leadership to modernize systems, improve integrations, and drive technology initiatives across the business.</p><p>What You'll Do</p><ul><li>Develop and execute the organization's technology roadmap.</li><li>Manage relationships with MSPs, technology vendors, and implementation partners.</li><li>Lead software implementations, system upgrades, integrations, and modernization projects.</li><li>Oversee cybersecurity strategy, risk management, and business continuity planning.</li><li>Optimize enterprise applications, including CRM, ERP, HR, and other business systems.</li><li>Drive process improvement, automation, reporting, and AI-enabled solutions.</li><li>Partner with stakeholders to translate business needs into scalable technology solutions.</li></ul><p>For immediate consideration, direct message Reid Gormly on LinkedIN and Apply Now</p>
We are looking for an experienced IT Director to lead technology strategy and operational excellence for a manufacturing organization in Atlanta, Georgia. This role will guide the evolution of enterprise systems, infrastructure, and security practices while aligning technology investments with business goals. The ideal candidate brings strong leadership, hands-on knowledge of ERP and cloud environments, and a practical approach to improving efficiency, scalability, and user experience across the company.<br><br>Responsibilities:<br>• Define and drive the company’s technology roadmap, ensuring IT priorities support operational performance and long-term business objectives.<br>• Lead the evaluation, rollout, and optimization of enterprise platforms, including ERP, CRM, cloud, and e-commerce-related solutions.<br>• Oversee infrastructure, network, hardware, backup, and end-user support functions to maintain reliable and secure day-to-day operations.<br>• Manage technology initiatives across multiple sites, coordinating timelines, resources, vendors, and internal stakeholders for successful delivery.<br>• Direct ERP implementation and enhancement efforts, with particular focus on advancing Syspro capabilities to meet business needs.<br>• Strengthen cybersecurity readiness by promoting annual training programs, improving awareness, and reinforcing protection standards across the organization.<br>• Assess emerging technologies such as AI-enabled tools and customer-facing automation to identify opportunities for innovation and competitive advantage.<br>• Prepare and manage the IT budget, authorize technology purchases, and cultivate productive relationships with external service providers and software partners.<br>• Advise executive leadership on technology risks, investment value, and system priorities through clear analysis and actionable recommendations.
<p>Join a forward-thinking organization and lead the transformation of the Finance function into a digital, data-driven organization. This high-impact role will partner closely with the CFO, Finance Leadership, CIO, CDAO, and HR to drive enterprise-wide finance modernization initiatives.</p><p>Key Responsibilities</p><ul><li>Develop and execute the Finance Transformation roadmap across Accounting, FP& A, Treasury, Shared Services, Procurement, and Strategic Sourcing.</li><li>Lead business process redesign, automation, AI enablement, and digital finance initiatives.</li><li>Identify and prioritize transformation opportunities, building ROI-driven business cases and measurable value creation.</li><li>Drive adoption of data analytics, AI, automation, reporting, and self-service technologies across Finance.</li><li>Partner with Finance and Technology leaders to define future-state processes, systems, governance, and reporting strategies.</li><li>Establish Finance transformation KPIs, scorecards, and executive-level reporting.</li><li>Champion a citizen developer/citizen coder culture, empowering Finance teams to leverage technology independently.</li><li>Design and implement Finance talent strategies, training programs, and organizational readiness plans for a digitally enabled future.</li><li>Lead, mentor, and develop a high-performing Finance Transformation team.</li></ul>
We are looking for an experienced IT Manager/Director to lead technology operations and shape a practical, forward-looking IT strategy for our organization. This role will oversee day-to-day support, strengthen infrastructure and security, and partner with business leaders to identify solutions that improve performance and scalability. The ideal candidate brings a balance of operational leadership, technical depth, and business insight to guide teams, vendors, and technology investments toward measurable results.<br><br>Responsibilities:<br>• Direct the full scope of IT operations, ensuring systems and support services meet business needs and that technical issues are resolved efficiently with clear performance tracking.<br>• Create and maintain a technology roadmap that connects infrastructure, applications, and future investments to organizational priorities and long-term growth.<br>• Lead, mentor, and develop IT staff by building a capable team with the right mix of technical expertise, accountability, and growth opportunities.<br>• Develop and enforce IT governance through documented policies, standards, and procedures that support consistency, reliability, and compliance.<br>• Define service expectations and monitor key operational metrics such as availability, incident response, end-user satisfaction, project execution, and vendor results.<br>• Partner with departments across the business to assess operational challenges, uncover efficiency opportunities, and recommend technology-driven improvements.<br>• Oversee the planning and delivery of IT initiatives by setting priorities, allocating resources, and ensuring projects are completed on schedule and within approved budgets.<br>• Advance the organization’s data and reporting capabilities to improve access to information and support faster, more informed decision-making.<br>• Strengthen cybersecurity practices by enhancing controls, coordinating audit-related activities, and proactively reducing information security risk exposure.<br>• Manage strategic vendor relationships, optimize the use of Microsoft 365 tools, and assess emerging technologies such as AI and data solutions for business value.
<p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
<p>We are looking for a hands-on IT leader to support and strengthen technology operations for an education/ non profit client near Hoboken, NJ. This contract to hire role is ideal for someone with prior education or non profit industry experience who can balance day-to-day technical troubleshooting with broader oversight of systems, vendors, and a small support team. The role requires a strong service mindset, the ability to communicate effectively with faculty, parents, and school leadership, and the confidence to guide infrastructure-related initiatives while remaining actively involved in technical work.</p><p><br></p><p>Responsibilities:</p><p>• Provide direct technical support for staff and school users, resolving hardware, software, and connectivity issues in a timely manner.</p><p>• Oversee daily IT operations while leading and mentoring a small technology team to ensure dependable service delivery.</p><p>• Administer core systems such as Active Directory and device configurations to maintain secure and efficient user access.</p><p>• Coordinate with external vendors and infrastructure partners to support network performance, backups, and broader technology needs.</p><p>• Manage school technology platforms, including an ERP, and help ensure systems are aligned with operational requirements.</p><p>• Track, prioritize, and follow through on support requests using the existing ticketing process to maintain responsiveness and visibility.</p><p>• Support the maintenance and improvement of network, server, and endpoint environments across the campus.</p><p>• Communicate clearly with teachers, parents, and school administrators regarding technical issues, priorities, and solutions.</p>
We are looking for an experienced IT Systems Director to lead the evolution of our business systems environment in Atlanta, Georgia. This role will shape a more efficient, scalable technology foundation by improving system structure, strengthening data reliability, and aligning tools with operational goals. The ideal candidate brings strong expertise in Smartsheet, database strategy, and cross-functional collaboration, along with the ability to turn business needs into practical technical solutions.<br><br>Responsibilities:<br>• Direct the redesign of the organization’s Smartsheet environment to create a cleaner, more scalable framework that supports long-term growth.<br>• Oversee the configuration and governance of Smartsheet assets, including dashboards, workflows, reports, forms, automations, and user permissions.<br>• Define data standards and control practices that improve accuracy, consistency, and accountability across critical business information.<br>• Collaborate with department leaders to assess operational needs and translate them into effective systems, reporting structures, and process improvements.<br>• Lead database planning, implementation, and ongoing optimization across core platforms to support dependable reporting and decision-making.<br>• Manage integrations between Smartsheet and other essential business applications, including finance, billing, and asset-related systems.<br>• Reduce manual work by identifying automation opportunities, removing duplicate data, and improving system connectivity.<br>• Oversee third-party IT vendors and managed service providers to ensure strong support for infrastructure, Microsoft systems, access controls, and cybersecurity operations.<br>• Guide system enhancements, testing, documentation, user training, and data migration efforts to support adoption and operational continuity.<br>• Serve as a strategic advisor to senior leadership on technology investments, system scalability, and information management priorities.
<p>The Operations Manager is responsible for overseeing the firm's operational infrastructure, human resources, compliance coordination, marketing execution, event management, technology, vendor relationships, systems administration, and strategic initiatives.</p><p>This role serves as the operational leader of the organization, ensuring that people, processes, technology, marketing, events, compliance, and projects are aligned with the firm's goals. The Operations Manager translates leadership vision into execution by driving accountability, improving operational efficiency, supporting team development, maintaining organizational systems, and managing firm-wide initiatives.</p><p>The Operations Manager serves as the central point of coordination between advisors, operations, client services, compliance partners, vendors, and leadership. This position is responsible for ensuring the firm operates efficiently, consistently, and in alignment with its strategic objectives.</p><p>The ideal candidate is highly organized, proactive, detail-oriented, and capable of balancing strategic planning with hands-on execution.</p><p><br></p><p><strong>The Operations Manager owns the health of the business.</strong></p><p>This role is responsible for ensuring the firm has the people, systems, processes, accountability, and operational infrastructure necessary to support growth while delivering an exceptional client and employee experience.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><br></p><p><strong>Organizational Planning</strong></p><ul><li>Annual job description review and updates</li><li>Annual KPI review and alignment</li><li>Employee growth and development planning</li><li>Succession planning review and updates</li></ul><p><strong>Operational Audits</strong></p><ul><li>Technology audit</li><li>Vendor audit</li><li>SOP and Trainual audit</li><li>Compliance process audit</li><li>Employee file audit</li><li>Business continuity plan review</li></ul><p> <strong>Marketing & Event Planning</strong></p><ul><li>Annual event calendar development</li><li>Annual marketing review and planning</li><li>Budget planning and ROI analysis</li></ul><p><br></p><p>The Operations Manager is responsible for ensuring the firm's technology and vendor relationships remain effective, efficient, and aligned with business needs.</p><p><br></p>
<p>Our client is a fast-growing, technology-driven tax firm is redefining the tax planning and preparation experience for high-earning individuals across the U.S. through a combination of modern software and deep tax expertise, we deliver proactive, data-driven tax solutions. Due to growth of the firm, they are looking to bring on a Tax Director to their team.</p><p><br></p><p>What You’ll Do</p><ul><li>Review complex individual (1040) and business entity tax returns</li><li>Communicate directly with clients and partners to provide expert guidance</li><li>Research U.S. tax code and emerging legislation to identify opportunities</li><li>Liaise with tax authorities as needed</li><li>Manage, train, and delegate work to staff accountants</li><li>Collaborate with the technology team to improve automation and workflow efficiency</li></ul><p><br></p><p>What We Offer</p><ul><li>A collaborative team of professionals from top finance and technology backgrounds</li><li>Access to innovative tools that reduce manual work and enhance client service</li><li>Strong financial backing and resources to support growth and new initiatives</li></ul><p><br></p><p><br></p>
<p>Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a divisional FP& A Director role for a large, soon to be public company in Reno! As the Director of FP& A, you will be the primary financial business partner to the Segment President and senior leadership, leading all financial planning, analysis, and performance management activities for the business. This role requires deep commercial acumen, strong leadership, and the ability to connect financial outcomes to the operational drivers that define the segment.</p><p>This role will report to the SVP of Finance and will collaborate closely with the local leadership team, corporate FP& A, and cross-functional partners across Operations, Sales, and Technology to ensure financial rigor and strategic alignment.</p><p>Key Responsibilities</p><p>Own and lead all financial planning processes for the segment, including the annual budget, long-range plan, and rolling forecasts.</p><p>Produce and continuously improve monthly and quarterly management reporting (P& L, volume, revenue, gross profit, and operating metrics) and variance analyses versus budget, forecast, and prior periods for executive and board-level audiences.</p><p>Build and maintain sophisticated financial models and scenario analyses to support the business and capital investment decisions.</p><p>Partner closely with segment leaders to analyze revenue, gross profit, and key operational KPIs across service lines; identify performance gaps versus plan and recommend corrective actions.</p><p>Support financial integration, including development of combined reporting frameworks and synergy tracking.</p><p>Design and deliver executive-level financial presentations and board materials that communicate performance, strategic outlook, and investment priorities with clarity.</p><p>Act as a cross-functional financial resource across Operations, Sales, and Technology; proactively engage segment VPs and directors to improve financial performance and enhance the quality of financial support.</p><p>Drive continuous improvement of FP& A tools, systems (Anaplan), and processes specific to the division, including automation of KPI reporting and cost tracking across the various service lines.</p><p>Partner with accounting resources to ensure accuracy, integrity, and consistency of financial data and assumptions across segment reporting in accordance with company policies and applicable standards.</p><p>Provide ad hoc financial analysis to support strategic decisions, including new service line launches, customer profitability assessments, network optimization, and M& A integration activities.</p><p>Required Qualifications & Experience</p><p><br></p><p>The company offers unlimited PTO, and a competitive benefits plan. This person oversees a small team and is highly visible as the head of finance for the division, based in Reno. Interested in learning more? Please contact me!</p>
<p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Director of Business Operations</p><p>📍 Larkspur, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p><strong>About the Opportunity</strong></p><p>A highly respected employee-owned investment management firm is seeking a <strong>Director of Business Operations</strong> to join its leadership team. This is a unique opportunity to partner closely with senior leadership and help oversee key areas of the business, including fund administration, compliance, technology, human resources, and corporate operations.</p><p><br></p><p>The ideal candidate is a strategic and hands-on operator who thrives in an entrepreneurial environment and enjoys working across multiple functional areas. This individual will play a critical role in supporting the firm's long-term growth, operational excellence, and organizational development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead fund administration activities, regulatory initiatives, client reporting, and vendor relationships.</li><li>Partner with senior leadership on strategic projects, operational improvements, and business growth initiatives.</li><li>Support compliance oversight, regulatory filings, risk management, and governance processes.</li><li>Coordinate HR-related functions, including recruiting, onboarding, employee development, and performance programs.</li><li>Oversee technology vendors, information security initiatives, system enhancements, and business continuity planning.</li><li>Manage key service provider relationships, contracts, and cross-functional projects across the organization.</li><li>Mentor junior business professionals and help build scalable processes to support the firm's long-term growth.</li></ul><p><strong>Why Join?</strong></p><ul><li>Collaborative, supportive, and highly professional culture</li><li>Broad exposure across all areas of the business</li><li>Opportunity to partner directly with senior leadership</li><li>High visibility role with significant long-term growth potential</li><li>Diverse and intellectually challenging work</li><li>Leadership team committed to mentorship, knowledge sharing, and employee development</li><li>Competitive compensation, bonus potential, strong benefits, retirement contribution, and long-term equity opportunity</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
We are looking for an experienced Director of Cybersecurity & Architecture to shape and lead a modern security and enterprise architecture program in Peachtree City, Georgia. This role will set the direction for cyber defense, governance, and technology standards while partnering with business and technical leaders to support strategic goals. The ideal candidate brings deep expertise in security operations, architecture leadership, and executive communication, along with the ability to strengthen risk management across both corporate and operational environments.<br><br>Responsibilities:<br>• Define and drive a multi-year cybersecurity and architecture strategy that strengthens organizational resilience and supports business objectives.<br>• Lead security operations across monitoring, incident response, vulnerability remediation, and preparedness activities to improve protection and recovery capabilities.<br>• Build and maintain governance frameworks that include policies, control standards, risk evaluations, and clear reporting for senior leadership.<br>• Establish enterprise architecture principles, oversee technology standards, and guide solution design and platform decisions across the organization.<br>• Partner with Operations and Engineering teams to develop secure practices and risk controls for operational technology and industrial environments.<br>• Provide leadership on AI security and governance by shaping standards for responsible adoption, data protection, access management, and third-party oversight.<br>• Drive secure-by-design practices, simplify the technology landscape, and reduce unnecessary technical complexity and legacy risk.<br>• Manage key vendor relationships, contract considerations, licensing decisions, and investment planning to ensure value and alignment with strategic priorities.<br>• Lead, mentor, and develop cybersecurity and architecture teams by setting clear expectations, strengthening capabilities, and promoting accountability.
<p>We are looking for an experienced finance leader to guide and expand a sophisticated family office services practice. This role partners closely with senior leadership to manage complex client relationships, strengthen team performance, and elevate the quality and consistency of service delivery. The ideal candidate brings deep accounting and financial insight, strong judgment, and the ability to create structure in situations involving intricate wealth arrangements and competing priorities.</p><p><br></p><p>Responsibilities:</p><p>• Direct financial oversight for complex family office client engagements, ensuring accurate analysis, timely execution, and high-quality deliverables.</p><p>• Partner with practice leadership to shape scalable operating procedures, improve service workflows, and support continued growth of the business.</p><p>• Lead, mentor, and develop team members by providing guidance, setting expectations, and fostering strong, detail-oriented performance.</p><p>• Review budgeting, financial reporting, and cash flow activities for ultra-high-net-worth families and related entities with a high degree of precision.</p><p>• Coordinate across advisors and stakeholders to address trust, tax, and entity-related matters within multifaceted family structures.</p><p>• Translate incomplete or fragmented financial information into clear recommendations and practical next steps for clients and internal teams.</p><p>• Identify opportunities to enhance reporting tools, technology usage, and overall operational effectiveness across the practice.</p><p>• Maintain strong client relationships by delivering responsive service, sound financial leadership, and thoughtful problem-solving on sensitive matters.</p>
<p><em>The salary range for this position is $200,000- $250,000 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>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Responsibilities</strong></p><ol><li>Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting</li><li>Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making</li><li>Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis</li><li>Draft clear and compelling reports outlining key takeaways</li><li>Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients</li><li>Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting</li><li>Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights</li><li>Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations</li><li>Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions</li><li>Provide coaching and mentorship to junior team members</li><li>Lead internal trainings and best practice sharing</li><li>Contribute to a high-performing, inclusive and values-driven culture</li></ol><p><br></p>
<p>We are looking for an accomplished tax leader to join a growing organization in the Greater Sacramento area. This position offers the chance to guide a developing tax function, support a broad range of client and compliance needs, and help shape efficient practices that can scale with the business. The ideal candidate brings strong public tax expertise, sound technical judgment, and the ability to lead teams while partnering effectively with executives and clients.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day tax operations by setting team priorities, assigning work, and maintaining accountability for deadlines and deliverables.</p><p>• Review and oversee complex tax filings across individual, corporate, partnership, trust, and other multi-entity engagements to ensure accuracy and compliance.</p><p>• Provide advanced guidance on tax planning, regulatory interpretation, and advisory matters for clients, leadership, and internal stakeholders.</p><p>• Evaluate current tax procedures and implement improvements to workflow, documentation, technology usage, and overall efficiency.</p><p>• Support organizational growth by building practical processes, strengthening controls, and helping create a scalable tax infrastructure.</p><p>• Manage capacity planning, scheduling, and quality review standards to balance workload and maintain high service levels.</p><p>• Build trusted relationships with clients, company leadership, and cross-functional partners through clear communication and responsive support.</p><p>• Identify strategic tax opportunities related to entity structure, transactions, and business decisions, and present practical recommendations.</p><p>• Contribute to hiring, coaching, and performance development efforts to strengthen the tax team over time.</p><p>• Monitor federal and state tax law developments and communicate relevant impacts to clients and decision-makers. </p>
<p>We are looking for an experienced IT Director to guide the technology vision for a growing multi-site organization in central Texas. This leader will shape long-term technology plans while ensuring day-to-day systems, security, and support services operate effectively across locations. The role is ideal for someone who can balance strategic planning with operational execution, build strong teams, and maintain dependable technology environments that enable business performance.</p><p><br></p><p>Responsibilities:</p><p>• Create and lead a forward-looking technology strategy that aligns systems, infrastructure, and digital initiatives with organizational goals.</p><p>• Direct the performance and reliability of networks, servers, cloud platforms, end-user computing, and core IT services across multiple sites.</p><p>• Oversee cybersecurity programs by strengthening safeguards, monitoring risk, and promoting secure technology practices throughout the organization.</p><p>• Manage major technology efforts, including deployments, upgrades, integrations, and other cross-functional IT projects from planning through completion.</p><p>• Establish and maintain processes that support data protection, regulatory compliance, business continuity, and disaster recovery readiness.</p><p>• Administer IT budgets, evaluate vendor partnerships, and track hardware and software assets to support cost-effective operations.</p><p>• Lead, mentor, and develop IT team members while setting priorities, improving service delivery, and fostering accountability.</p><p>• Provide technical leadership for organizational needs across locations, including travel as needed to support site operations and technology initiatives.</p>
<p>Hybrid/Flexible opportunity available! A growing business advisory platform is seeking a Director of Accounting to build and lead its accounting and tax practice.This is a client-facing opportunity for an active CPA with 5-10 years of public accounting experience serving small to mid-sized businesses.The Director of Accounting will oversee outsourced accounting, tax planning, multi-state compliance, financial review, business advisory, and related client engagements.The role will also help establish internal processes, select accounting and tax technology, support business development, and build a team as the practice grows.The ideal Director of Accounting will bring strong corporate and sales tax experience, an approachable communication style, and an entrepreneurial mindset.Exposure to high-net-worth clients, M& A due diligence, estate planning, or foreign-owned U.S. entities is highly valued.Experience with QuickBooks, NetSuite, MS Dynamics, or similar small to midsize company software is strongly preferred.</p>
<p>Ready to take on a high-impact leadership role in commercial real estate finance? We’re looking for a hands-on, strategic <strong>Director of Portfolio Management</strong> - Real Estate Finance, to help lead a growing portfolio of performing CRE loans while mentoring talent, strengthening borrower relationships, and helping shape best-in-class portfolio management practices.</p><p>This role is ideal for a strong real estate finance Director of Portfolio Managment professional who enjoys being both <strong>in the details and at the table</strong>—someone who can assess asset-level performance, spot risk early, navigate borrower requests and modifications, and turn portfolio insights into smart, timely action. You’ll work closely with senior leadership and key internal partners across originations, underwriting, servicing, legal, and loan operations.</p><p>Beyond portfolio oversight, this is a chance to make a real mark by improving reporting, streamlining processes, and bringing a forward-thinking approach to technology, automation, and team development.</p><p><strong>What we’re looking for:</strong></p><ul><li>8+ years in commercial real estate lending as a Director of Portfolio Management</li><li>Direct experience managing a performing CRE portfolio</li><li>Strong borrower-facing, credit, and negotiation skills</li><li>Exposure to modifications, restructurings, troubled credits, or lender remedies</li><li>Experience mentoring and managing junior professionals</li><li>A proactive, analytical, and solutions-oriented mindset</li></ul><p>If you’re looking for a visible leadership opportunity where you can influence the portfolio, the team, and the platform, this is a compelling next step. Fantastic culture and great office location. Comp range is 175K-225K in base + bonus + full benefits. 4 days/week in the office in Montgomery County. To apply to this role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn.</p>
<p><strong><u>VP Assistant General Counsel - Litigation & Employment</u></strong></p><p><strong>Remote (National) | $200,000-$230,000 Base Salary</strong></p><p>A publicly traded company in the retail space is seeking a VP Assistant General Counsel - Litigation & Employment to join its in-house legal team. This fully remote role offers the opportunity to serve as a key advisor on employment and litigation matters while partnering closely with HR, business leaders, and outside counsel across a national organization.</p><p><br></p><p>The ideal candidate is a practical, business-minded attorney with strong California employment law experience, prior in-house experience, and a track record of managing litigation strategy and outside counsel.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee employment and litigation matters across the organization</li><li>Manage outside counsel, including strategy, budgets, staffing, and spend</li><li>Handle employment-related disputes, including wage and hour claims, PAGA matters, class actions, EEOC charges, and single-plaintiff cases</li><li>Advise HR and business leaders on California employment law, employee relations, workplace investigations, performance management, and terminations</li><li>Support reductions in force, restructurings, and other sensitive employment matters</li><li>Draft, review, and update employee handbooks, policies, and employment-related documents</li><li>Manage litigation-related data collection, document preservation, and internal fact gathering</li><li>Evaluate settlement opportunities and litigation exposure</li><li>Handle pre-litigation disputes and related employment matters</li><li>Manage small claims matters as appropriate</li><li>Participate in additional strategic legal projects as opportunities arise</li></ul><p><strong>Why Join?</strong></p><ul><li>100% remote with no office attendance requirements</li><li>Family-friendly culture with strong work-life balance</li><li>Flexible, results-oriented environment</li><li>Stable legal team with low turnover</li><li>Collaborative and supportive leadership</li><li>Track record of internal growth and advancement</li><li>Exposure to a wide variety of legal and business issues</li><li>Forward-thinking organization leveraging AI and emerging technologies</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Base salary: $200,000-$230,000</li><li>Bonus opportunity</li><li>Equity opportunity</li><li>Comprehensive benefits package</li><li>401(k)</li><li>Medical, dental, and vision coverage</li><li>PTO and paid holidays</li></ul>