Updated – May 28, 2020
Various Executive Leadership Roles – We are always looking for top-notch (C-Level) executive talent for various professional services environments and/or early stage – venture backed product development companies. You must have a prior proven track record of managing complex organizations with competing priorities. Must be local, no relocation offered; outstanding credentials and superior communication skills required
Financial Services Positions:
Controller – Our client is actively seeking a skilled financial professional to assume a new role in their small boutique professional services firm, whose focus is providing individualized accounting services for HNW clients. The Controller position will provide the senior management group with the necessary financial information to continue to make thoughtful business and infrastructure investment decisions. This person will report to the President and will participate in strategic planning initiatives to ensure we are making informed financial decisions that are in the best interests of the firm. Duties will include the entire spectrum, such as overseeing: A/P/A/R; corporate reporting & budgeting; payroll; employee benefits; taxes; technology innovation and strategic planning and direction. Must have proven experience in accounting; management and possess outstanding communications skills and ability to counsel management in a growing firm. BA/BS Accounting; CPA preferred; stable employment track record; and unquestionable integrity.
Associate /Accountant – Our client is actively seeking skilled Accounting Associates who are integral members of their client service teams and are responsible for the day-to-day accounting and operations for a portfolio of assigned clients. Associates work closely with the other members of the firm to ensure accurate client-specific accounting and financial administration. In addition to reviewing and processing Accounts Payable and Accounts Receivable, making journal entries, and working with budgets, Associates also prepare financial statements (including cash flow reports) and get involved with forecasting, financial statement analysis, tax coordination, and estate administration. Responsibilities include: Manage the full cycle of books and records for assigned clients, including accounting for and reporting on small businesses, planes, boats, investments, real estate, and other assets. Prepare bank reconciliations and vendor reports, identify issues and work with team members for resolution. BS/Accounting; 2 + yrs. experience with G/L and GAAP; hands-on skills in QuickBooks; Excel and the ability to interface with all levels and outside professionals.
Accounting /Manager – Duties focus primarily on over-seeing a team of Associates who are responsible for the day-to-day functional administrative accounting and administrative needs for an assigned portfolio of clients.
Managers responsibilities focus on guiding the team and reviewing the full-cycle of books and records for their clients, which generally includes: managing the bill pay process ensuring for accuracy and completeness; properly recording journal entries for detailed P&L; capturing balance sheet items and identifying tax-deductible expenses as well as preparation of standard or ad hoc client reports. Additional duties may include oversight of other significant items to include, reconciling credit card, bank account and investment activity; assisting with standard and special projects related to a client’s estate planning needs; as well as relevant insurance items regarding various properties and holdings. As your proficiencies, competencies and subject matter expertise develops, you would be expected to take on more complex aspects of our client’s needs and participate more directly with client communications and their external provider network.
BS/Accounting – CPA would be helpful; 5 + yrs. experience with G/L and GAAP; hands-on skills in QuickBooks; Excel and the ability to interface with all levels and outside professionals.
Legal Positions: No Searches presently
Legal Counsel / Contract Counsel – (In-House – Multiple Openings) Exciting new positions for transactional lawyers looking to further their careers in busy corporations …this is a great time to get on-board if you have significant experience in Contracts, OEM agreements, distribution/licensing agreements aneneral transactional and corporate/secretarial matters. Must have significant experience in a broad array of general corporate law matters and contractsgotiations; and advanced counseling skills to work with internal clients; 5+ years experience; JD with distinction; outstanding communication skills; integrity and competenc
Technology Related Positions: No Searches presently
Feel free to call us and inquire about any unlisted opportunities; we are always seeking candidates with experience in any of the specialty areas we represent.
Interested in any of the above positions – please email your resume to: email@example.com