<p>Robert Half is partnering with a boutique law firm in the <strong>Greater Seattle Area </strong>to identify a Family Law Attorney who is ready to IMMEDIATELY jump in to assist and possibly join their team. This position is contract with potential for extension/conversion into a permanent role.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage family law cases involving marital dissolution, parenting arrangements, child support, spousal maintenance, and related domestic matters.</li><li>Prepare, revise, and negotiate legal filings, settlement documents, and case-related correspondence with accuracy and attention to detail.</li><li>Work closely with opposing counsel, mediators, and other parties to move matters toward resolution through negotiation or formal proceedings.</li><li>Conduct legal research and develop written advocacy, including motions, briefs, and other supporting documents.</li><li>Oversee discovery activities by gathering information, reviewing materials, and organizing case evidence for effective representation.</li><li>Draft and evaluate parenting plans and other family law agreements tailored to the needs of each matter.</li></ul>
<p><em>We are looking for a skilled Litigation Paralegal to join our team in Centennial, CO on a contract-to-hire basis (long term candidates </em><strong><em>only </em></strong><em>please). In this role, you will provide essential support for civil litigation cases, focusing on discovery, trial preparation, and case management. This position requires someone who is detail oriented, thrives in a fast-paced environment, and is adept at managing a high-volume caseload.</em></p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Oversee a litigation (and pre-litigation) docket of approximately ~80+ cases, ensuring deadlines are met and tasks are prioritized efficiently.</p><p>• Draft and file key legal documents such as complaints, disclosures, discovery requests, motions, subpoenas, and trial-related filings.</p><p>• Coordinate discovery processes, including scheduling depositions, summarizing medical records, and liaising with expert witnesses.</p><p>• Maintain accurate and up-to-date case files using case management software like Filevine.</p><p>• Communicate effectively with opposing counsel, court personnel, mediators, and medical providers.</p><p>• Prepare comprehensive trial materials, including witness lists, exhibit lists, jury instructions, and trial notebooks.</p><p>• Provide logistical support during trials, including technology setup, exhibit management, and in-court assistance.</p><p>• Organize and manage litigation calendars to track deadlines and key milestones.</p><p>• Assist attorneys with strategic case planning and special projects.</p><p>• Participate in firm marketing initiatives, contributing to content creation and social media updates as required.</p>
We are looking for a Credentialing Specialist to support provider and clinic staff credentialing operations for a Contract position based in Fresno, California. This role is responsible for coordinating the full credentialing lifecycle, helping ensure practitioners and clinical staff meet regulatory, payer, and accreditation standards. The ideal candidate brings strong attention to detail, sound knowledge of provider enrollment and reappointment processes, and the ability to keep records accurate and timelines on track while working with internal leaders and external organizations.<br><br>Responsibilities:<br>• Manage end-to-end credentialing, recredentialing, and privileging activities for providers and clinical staff, ensuring records remain complete and current.<br>• Prepare, submit, and monitor credentialing applications, following up with health plans, facilities, and agencies to keep approvals moving forward.<br>• Maintain organized documentation for licenses, certifications, malpractice coverage, and other required compliance materials for all applicable providers.<br>• Monitor expiration dates for licenses, certifications, liability coverage, and related credentials, and coordinate timely renewals to avoid lapses.<br>• Update and maintain provider profiles within credentialing platforms and internal databases, ensuring data accuracy across systems and directories.<br>• Coordinate renewal appointments for clinic staff and track required timelines to support uninterrupted compliance.<br>• Process privileging and reappointment requests for affiliated healthcare facilities when needed and verify supporting documentation.<br>• Review provider listings and directory information for accuracy, correcting demographic and practice location details with payers and partner entities as necessary.<br>• Provide credentialing and privileging verifications and assist with audits, accreditation activities, and other compliance-related assignments.<br>• Participate in training and carry out additional duties as assigned while demonstrating efficient use of time and resources.
<p>In a healthcare setting, organization isn’t optional—it’s critical. We’re seeking an experienced Office Manager to oversee daily operations for a busy medical clinic. This role ensures that both administrative and front office functions run efficiently while supporting providers, staff, and patients. The ideal candidate brings strong leadership, operational oversight, and a solid understanding of healthcare workflows, including scheduling, billing coordination, and compliance.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Oversee day-to-day clinic operations, including front office and administrative staff</li><li>Manage scheduling workflows to ensure efficient patient flow</li><li>Supervise and train administrative team members</li><li>Monitor office performance metrics and identify areas for improvement</li><li>Coordinate with billing teams on insurance verification and claims processes</li><li>Ensure compliance with HIPAA and healthcare regulations</li><li>Manage office supplies, vendors, and facility needs</li><li>Handle patient concerns and escalate issues when necessary</li><li>Support hiring, onboarding, and staff performance management</li></ul>
<p>We are seeking a detail-oriented Accounting Assistant to support daily financial operations and ensure accuracy across key accounting functions. This role is ideal for someone who enjoys working with numbers, staying organized, and supporting a collaborative finance team. You’ll assist with a mix of accounts payable, accounts receivable, and general ledger support while gaining exposure to core accounting processes.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Assist with accounts payable and receivable processing, including invoice entry and payment tracking</li><li>Perform data entry and maintain accurate financial records</li><li>Support bank and credit card reconciliations</li><li>Help prepare journal entries and assist with general ledger maintenance</li><li>Organize and maintain financial documentation for audits and reporting</li><li>Assist with expense tracking and report review</li><li>Support month-end close activities</li><li>Respond to internal and external inquiries related to accounting transactions</li></ul>
We are looking for an experienced Assistant Controller to join our team in Seal Beach, California. In this role, you will oversee financial operations for regional branches, ensuring accuracy, compliance, and strategic alignment with organizational goals. This position requires strong leadership and analytical skills to manage finance teams and deliver insightful financial reporting.<br><br>Responsibilities:<br>• Oversee the financial operations and performance of regional branches, ensuring the accuracy of financial data and compliance with organizational standards.<br>• Coordinate budgeting processes, monitor expenses, and analyze financial data to develop forecasts and provide actionable insights.<br>• Prepare and present timely financial statements, reports, and analyses to regional and global leadership.<br>• Lead and develop finance and accounting teams, fostering growth and maintaining high-performance standards.<br>• Implement and enforce financial policies, monitor internal controls, and ensure compliance with regulatory requirements.<br>• Provide strategic financial recommendations to management, contributing to decision-making and organizational objectives.<br>• Manage regional audit processes and act as the primary liaison with external auditors.<br>• Identify opportunities for process improvements and implement solutions to enhance operational efficiency.
<p>We’re hiring an Office Manager to support operations within a construction and field services environment. This role is the central hub between the office, field teams, and leadership—ensuring projects, paperwork, and communication stay on track. The ideal candidate understands the pace of construction operations, is highly organized, and can manage administrative workflows while supporting project coordination.</p><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li>Oversee daily office operations and administrative processes</li><li>Coordinate communication between field teams, project managers, and leadership</li><li>Manage documentation related to projects, contracts, and compliance</li><li>Support accounts payable/receivable and invoice tracking</li><li>Maintain scheduling for crews, meetings, and project timelines</li><li>Assist with permits, licenses, and compliance documentation</li><li>Manage vendors, office supplies, and service providers</li><li>Track project documentation and ensure accuracy and organization</li></ul>
<p>We are looking for a Brand Copywriter to join a long-term contract opportunity. In this role, you will craft clear, persuasive messaging that helps developers, platform engineers, and technology decision-makers connect with the brand across campaigns, digital content, and thought leadership. You will partner with cross-functional teams to turn technical subject matter into engaging stories while strengthening a consistent voice in the DevOps and platform engineering market.</p><p><br></p><p>Responsibilities:</p><p>• Shape campaign narratives and write brand-focused copy that turns complex platform capabilities into compelling stories for technical and executive audiences.</p><p>• Create and refine thought leadership content by collaborating with internal partners and subject matter experts to produce distinctive points of view on software development and platform engineering.</p><p>• Build messaging frameworks, campaign concepts, and story structures that align with broader brand objectives and support integrated marketing initiatives.</p><p>• Maintain and enhance voice and tone standards to ensure consistency across content, while guiding stakeholders on how to apply brand language effectively.</p><p>• Translate topics related to DevOps, AI, and platform engineering into concise, accessible copy suited for both business and technical readers.</p><p>• Develop content that is structured for strong performance across digital channels, including search-friendly and AI-discoverable formats for owned media.</p><p>• Review and edit marketing copy for clarity, grammar, brand alignment, and quality across campaigns, web experiences, and other touchpoints.</p><p>• Contribute strategic writing input during creative development and campaign planning with internal teams and external partners.</p><p>• Manage multiple content assignments at once, balancing ongoing brand needs with larger campaign-based deliverables.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Accountant | Real Estate Investment & Family Office | SF Bay Area</strong></p><p> </p><p>Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results.</p><p> </p><p>Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead full-cycle month-end close</li><li>Oversee accounting across acquisitions, dispositions, and operations</li><li>Manage and develop a team</li><li>Support fund accounting, capital activity, and reporting</li><li>Analyze property performance and support financial planning</li><li>Partner with internal teams and external advisors (audit, tax, legal)</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Job Summary</strong></p><p>The Administrative Assistant provides day‑to‑day administrative support to ensure efficient office operations. This role supports leaders and team members by handling scheduling, communication, documentation, and general office tasks while maintaining a high level of organization and professionalism.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to managers and team members</li><li>Manage calendars, schedule meetings, and coordinate logistics</li><li>Handle phone calls, emails, and correspondence professionally</li><li>Prepare, organize, and maintain documents, reports, and files</li><li>Assist with data entry and maintaining internal systems</li><li>Order office supplies and support general office operations</li><li>Coordinate travel arrangements and meeting materials as needed</li><li>Support special projects and other administrative tasks as assigned</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li><li>Mentor and develop junior team members</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant & GP Accountant | San Francisco | Hybrid - 3 days onsite</strong></p><p> </p><p>Join a top-tier private equity firm investing in established technology and tech-enabled companies, managing billions across diverse strategies. This is a high-visibility role with direct exposure to senior leadership, complex deals, and meaningful career growth.</p><p>Based in San Francisco with a flexible hybrid schedule, the team is collaborative, fast-paced, and built for long-term development. Compensation is highly competitive with strong bonus and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage GP allocations, carried interest, and deal-by-deal waterfalls</li><li>Track distributions, clawbacks, and capital activity</li><li>Support investor/partner reporting and tax coordination (K-1s)</li><li>Oversee management company accounting, including close, budgeting, and forecasting</li><li>Prepare financials, reconciliations, and internal reporting</li><li>Partner with auditors and support process/system improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an early-career Internal Auditor to contribute to audit activities across a varied portfolio that includes hospitality, ranching, and oil and gas operations in SLC, Utah. This position offers the opportunity to build hands-on experience reviewing controls, assessing risk, and helping improve business processes in multiple operating environments. The role partners closely with audit leadership and operational teams, making it well suited for someone who is analytical, detail-oriented, and eager to grow in a dynamic setting.<br><br>Responsibilities:<br>• Carry out assigned portions of internal audits for business units spanning lodging, ranch operations, and energy-related assets.<br>• Execute audit testing by reviewing controls, analyzing data, and recording results in organized supporting documentation.<br>• Examine business processes to pinpoint weaknesses, inefficiencies, and areas where controls can be strengthened.<br>• Contribute ideas that improve operational effectiveness and support practical recommendations for process enhancement.<br>• Assemble clear audit workpapers and help prepare written summaries of observations, risks, and conclusions.<br>• Work with managers and process owners to collect information, understand workflows, and validate audit findings.<br>• Track management action plans and assist with follow-up efforts to confirm audit issues are resolved on schedule.<br>• Participate in onsite audit activities, including travel to operational or remote locations as needed.
We are looking for an experienced Senior Safety Specialist to support a retail bakery environment in California. This contract opportunity is ideal for a safety specialist who can strengthen workplace safety programs, guide compliance efforts, and partner closely with site leadership to reduce risk. The person in this role will help build a proactive safety culture through training, auditing, incident review, and continuous improvement initiatives.<br><br>Responsibilities:<br>• Partner with site leaders and employees to promote an open, accountable approach to workplace safety and continuous improvement.<br>• Design, implement, and maintain safety procedures, reporting methods, meeting rhythms, and emergency response practices across the facility.<br>• Inspect the workplace for potential risks, document findings, and drive corrective actions that protect employees, contractors, and visitors.<br>• Administer and maintain process safety management documentation and related records to support compliance within the bakery division.<br>• Lead core safety processes such as hazard reviews, change management activities, incident investigations, behavioral observations, 6S walkthroughs, and follow-up on audit action items.<br>• Support environmental health and safety programs to align operations with applicable federal, state, and local regulatory requirements.<br>• Deliver safety training and coordinate specialized instruction on topics such as confined space, lockout/tagout, and first aid, including vendor scheduling when needed.<br>• Review contractor activities to confirm work is completed in accordance with company safety expectations, policies, and procedures.<br>• Conduct safety and environmental audits, analyze incident and trend data, and present recommendations to management to improve performance.<br>• Chair the Health and Safety Committee, lead monthly meetings, and coach managers on effective policy application and program execution.
We are looking for a dependable Data Entry specialist to support accounts receivable operations for a manufacturing organization in Bakersfield, California. This contract-to-permanent opportunity is ideal for someone who is highly organized, communicates effectively across departments, and can manage a steady flow of financial and administrative tasks with accuracy. The person in this role will work closely with accounts receivable staff, general accounting, and the sales team to help maintain timely collections, accurate invoicing, and consistent financial records.<br><br>Responsibilities:<br>• Process customer invoices, cash receipts, and account updates with a high level of accuracy and timeliness.<br>• Follow up on outstanding balances and assist with collection efforts while maintaining clear communication with customers and internal teams.<br>• Partner with accounts receivable colleagues and sales representatives to resolve payment questions, billing issues, and account discrepancies.<br>• Review and post account activity, reconcile balances, and help ensure records are current and properly documented.<br>• Prepare clear reports on exceptions, payment concerns, and unresolved issues for internal review.<br>• Support sales-related account adjustments and coordinate documentation needed to complete corrections.<br>• Provide day-to-day administrative assistance to the accounts receivable department as needed to keep workflows moving efficiently.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>VP, Controller | Private Equity | San Francisco | Hybrid; 2 days onsite</strong></p><p> </p><p>Our client is a <strong>well-established investment firm</strong> with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector.</p><p> </p><p>This is a <strong>high-impact leadership opportunity</strong> within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a skilled Collections Specialist to join our team in Sunrise, Florida. In this Contract to permanent position, you will be responsible for managing delinquent accounts and assisting customers in resolving overdue payments. This role requires a proactive individual who can handle multiple priorities while delivering excellent service to both internal teams and customers.<br><br>Responsibilities:<br>• Contact customers with overdue accounts to discuss and arrange payment plans.<br>• Review delinquent accounts to determine appropriate collection strategies.<br>• Make a minimum of 20 collection calls daily to ensure timely follow-up on payment arrangements.<br>• Debit funds from member accounts to apply toward delinquent loans or credit cards, when applicable.<br>• Conduct skip tracing activities to locate customers with outdated contact information.<br>• Assist members with inquiries regarding overdue accounts or late fees, ensuring clear and courteous communication.<br>• Send collection letters to customers as needed and track responses.<br>• Collaborate with other departments to provide accurate and timely support in resolving account issues.<br>• Maintain compliance with credit union policies and regulatory requirements.<br>• Handle additional departmental tasks or responsibilities in the absence of team members.
<p>We are seeking a highly organized and experienced Accounting Supervisor with strong knowledge of government accounting, financial reporting, and budgeting. In this Accounting Supervisor role, the candidate will provide guidance, direction, and mentorship to the accounting team, review financial statements, revise internal reports, oversee accounts payable transactions, monitor fixed assets, perform bank reconciliations, assist with payroll accounting activities, track internal controls, and assist with the development of annual budgets and forecasting. This Accounting Supervisor must have thorough understanding of GAAP and financial accounting principles, be able to succeed in a fast-paced environment, proven leadership abilities, and possess strong analytical skills.</p><p> </p><p>Primary Responsibilities</p><p>· Review and assist with budget reports</p><p>· Analyze financial data</p><p>· Monitor profit and loss for the organization</p><p>· Assist with month end close</p><p>· Maintain a system of accounting policies and procedures</p><p>· Review financial statements, update financials as needed</p><p>· Monitor internal controls</p><p>· Assist with audit documentation</p><p>· Ensure the accuracy and timely delivery of invoices</p><p>· Recommend improvements to accounting procedures</p>
<p>We are looking for an experienced Bookkeeper to support day-to-day financial operations for a portfolio of properties in The Greater MetroWest area. This role is ideal for someone who can manage accounting activities independently, maintain accurate records across multiple ledgers, and produce dependable monthly reporting. The successful candidate will bring strong attention to detail, sound judgment, and the ability to balance bookkeeping responsibilities with general office support.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming payments by recording receipts, applying cash accurately, and monitoring outstanding customer balances across multiple property accounts.</p><p>• Oversee the full accounts payable cycle, including reviewing invoices, issuing payments, preparing checks, and ensuring vendors are paid on time.</p><p>• Create and distribute customer invoices, follow up on open balances when needed, and support collection efforts to keep receivables current.</p><p>• Post routine and adjusting transactions to the general ledger while maintaining organized and accurate financial records for several entities.</p><p>• Complete account and bank reconciliations, investigate discrepancies, and resolve accounts payable or accounts receivable questions promptly.</p><p>• Prepare monthly financial statements and related reports for each assigned property book with a high degree of accuracy and consistency.</p><p>• Use accounting systems along with spreadsheets, word processing tools, and databases to maintain records, analyze data, and support reporting needs.</p><p>• Provide additional administrative and office support as needed to help maintain efficient day-to-day operations.</p><p><br></p><p>**For immediate consideration please reach out to me. 508-205-2127 Eric Lebow</p>
We are looking for a Training Coordinator to support learning and development efforts for a non-profit organization in Williamson, New York. This is a Contract position focused on coordinating educational activities, supporting program participants, and helping ensure training initiatives run smoothly. The ideal candidate brings experience in instructional support, community-based services, and working with diverse learners in structured environments.<br><br>Responsibilities:<br>• Organize and coordinate training sessions, workshops, and learning activities for staff, volunteers, or program participants.<br>• Develop and adapt instructional materials that support clear, effective learning for a variety of audiences.<br>• Provide hands-on guidance to learners by answering questions, reinforcing key concepts, and encouraging participation.<br>• Work with program leaders and educators to schedule training events and ensure resources are prepared in advance.<br>• Track attendance, maintain training records, and assist with reporting on participation and program progress.<br>• Support learning environments that reflect best practices drawn from tutoring, school-based instruction, and human services settings.<br>• Communicate with internal teams and community stakeholders to promote training opportunities and support program goals.
<p>We are seeking a Data Entry Clerk who will be responsible for accurately inputting and updating data into various systems. This position requires exceptional attention to detail, organization, and the ability to work independently.</p><p> </p><p>Responsibilities:</p><p> • Input data accurately and efficiently into databases and spreadsheets.</p><p> • Verify data accuracy and resolve discrepancies.</p><p> • Maintain and update electronic and physical records as needed.</p><p> • Generate reports and summaries from data systems.</p><p> • Ensure confidentiality and integrity of sensitive information.</p><p> </p><p> </p><p> </p>
<p>We are seeking a Customer Support Specialist to provide exceptional service to customers by responding to inquiries, resolving issues, and ensuring a positive customer experience. The ideal candidate is a strong communicator, problem-solver, and team player who thrives in a fast-paced environment. Based on general knowledge.</p><p><br></p><p>Responsibilities:</p><p> • Respond to customer inquiries via phone, email, or chat in a professional and timely manner.</p><p> • Troubleshoot and resolve product or service issues effectively.</p><p> • Document customer interactions and resolutions in CRM software.</p><p> • Collaborate with internal teams to escalate and resolve complex customer concerns.</p><p> • Identify opportunities for process improvement based on customer feedback.</p><p> </p><p> </p>
<p>Our client, a successful estate planning law firm, is seeking a Paralegal to join their team. The ideal candidate will support attorneys and work closely with clients throughout the probate and estate settlement process. </p><p><br></p><p><strong>Location: </strong>Pittsford, NY</p><p><strong>Salary: </strong>$75,000 - $105,000 (depending on experience)</p><p><strong>Schedule: </strong>Hybrid (some days in office, some days remote)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Assisting attorneys in the probate and administration of decedents’ estates, including administration of trusts.</li><li>Preparing documents and filing documents with Surrogate’s Court.</li><li>Meeting with clients both in person and on the phone, and you will be dealing with courts and various financial institutions on our clients’ behalf. </li><li>Assist in all phases of estate administration, including gathering asset information, preparing inventories, and tracking estate expenses.</li><li>Communicate with clients to collect necessary documents, provide case updates, and address routine inquiries.</li><li>Contact banks, brokerage firms, insurance companies, and other financial institutions to obtain account information, request asset valuations, and process transfers.</li><li>Draft correspondence, memoranda, waivers, consents, and other related estate documents.</li><li>Maintain organized case files, calendars, and deadlines to ensure timely filings and compliance with court requirements.</li><li>Coordinate with accountants, appraisers, and other third-party professionals as needed.</li><li>Provide general administrative support to the partner, including document management and schedulin105</li></ul>
<p>We are seeking an <strong>AI‑Enabled Salesforce Project Manager</strong> to lead the design and planning of a custom AI initiative built on top of a Salesforce‑based legal CRM platform. This role sits at the intersection of <strong>Salesforce development expertise, AI project delivery, and technical project management</strong>.</p><p>This is not a pure developer role and not a traditional Salesforce Administrator position. The ideal candidate is a multidisciplinary professional who can deeply understand an existing Salesforce application, gather requirements from non‑technical stakeholders, and drive a structured AI implementation roadmap from concept through deployment.</p><p>The primary objective of this role is to help reduce administrative burden on legal professionals by enabling AI‑driven automation and decision support within existing case‑management workflows.</p><p><br></p><p>Key Responsibilities</p><ul><li>Gain deep, end‑to‑end understanding of a Salesforce‑based case management platform, including workflows from case intake through resolution</li><li>Conduct structured requirements‑gathering sessions with attorneys, paralegals, executive leadership, and board‑level stakeholders</li><li>Translate business and operational needs into a clear, actionable AI implementation roadmap on the Salesforce platform</li><li>Serve as the primary liaison between business stakeholders and the backend development team</li><li>Evaluate options for building custom AI capabilities within Salesforce and guide internal development efforts</li><li>Lead the project lifecycle from discovery and planning through implementation and deployment</li><li>Ensure alignment between business goals, technical feasibility, and long‑term platform sustainability</li></ul>
<p>Excellent opportunity with a midsize client-centric law firm dedicated to excellence. The firm has several different practice areas and has a headcount of about 85 people altogether. Their Trusts & Estates team in Garden City is growing and are looking to hire an Attorney to their team! The firm has a congenial atmosphere. The folks who are here, they have been here for years. We’re very interested in bringing in new attorneys and paralegals. It’s an open and friendly environment.</p><p><br></p><p>Role: Attorney</p><p>Schedule: on site</p><p>(The nature of the work is very interactive with the clients. Paper-intensive department)</p><p>Location: Garden City, NY</p><p>Salary: $125,000 - $150,000 +</p><p>*Bonuses: discretionary and merit based.</p><p>Billables: 1800</p><p><br></p><p>Experience needed: has worked on "estate tax returns"</p><p><br></p><p>Job Summary:</p><p>• Draft estate plan documents such as Wills, Grantor Trusts, revocable and irrevocable trusts, QPRTs. CRUTs/CRATs, and ILITS.</p><p>• Handle all facets of estate administration including preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate distribution, will contests, accountings and miscellaneous proceedings.</p><p>• Meet and interview clients for estate plans and supervise will executions.</p><p>• Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration, trust administration and disputes in connections with estate and trust administration.</p><p>• Research complex estate and gift tax issues.</p><p><br></p>