THE
July 12, 2021
There are 15 advisor, 5 business, and 12+ job opportunities this week
Create a post
Accountant to assist individual with overdue taxes
Individual received a notice regarding taxes from 2010-2011 and needs assistance working with IRS
Attorney to assist in converting a VEBA to a Fraternal Order
I was recently contacted by the officer of a police force?s VEBA that is looking to convert their organization to a fraternal order. Please contact me for further details if you can assist therewith.
CA Trust and Estate Plan needed
MD lives and works in San Bernardino, needs basic T&E (living Trust etc.) . She is comfortable and prefers working virtually. Please email me if you can accommodate (referrals to other members unnecessary).
Contract attorney experienced in Zimbabwe
US company based in California initiating a solar energy project in Zimbabwe; seeks counsel to draft and/or review documents entered into with government agencies; e-mail responses only please.
Estate Planning attorney
Need someone in the Redmond, Washington area. Attorney needs to have experience with international estate planning issues and probate.
FAA Type-Certification Advisor
I'm looking for an attorney or strategic advisor who's worked with the FAA on an International Validation and Domestic Aircraft Certification and is familiar with the New York ACO or the Rotorcraft Directorate. If you or a trusted colleague has experience in any of these areas, please reach out to me: brett@broadscope.com. I'm working with a client who has two aircraft already certified in the UK under CAA BCAR Section T.
Family Law attorney in VA
Looking for a family Law attorney in VA (in the Roanoke, VA, would be best, relative to the request by the stepfather to adopt a minor living in VA. Seeking approval of the father who lives in MA.
In 'n Out
My manufacturing Strategic Advisory Board is enamored with In 'n Out, and has asked me to find a speaker from the company to sit down with them to discuss the culture of the company. I'm not looking for the CEO, maybe a Regional or District Manager who can spend 45-60 minutes on their recruiting and retention of hourly employees. If you know someone, or know someone who knows someone, please email me at Ken.Keller@StrategicAdvisoryBoards.com Thank you very much!
Insurance Licensing Questions
Need assistance understanding Mass Insurance licensing laws. Specifically trying to determine what fee structures are allowed as an Insurance Advisor (as opposed to an Insurance Broker) and how to handle a client that starts in one model and transitions to the other without running afoul of rebating and double payment rules. Ultimate goal is to determine viability of a fee based model as a Medicare Advisor.
Private Label Manufacturer
Need an introduction to a private label manufacturer for a small company selling a line of gourmet sauces and in-fused oils
Probate / Trusts & Estates Lawyer in Michigan
I need an introduction to a lawyer in Michigan to advise on a trustee's powers to rescind a testamentary gift if the conditions of the gift have not been met. Thank you! cbarnes@morse.law
Recruiter or headhunter specializing in political communications -Washington, DC
Executive recruiter or headhunter needed who specializes in political communications in the DC area. A colleague is looking for a position with a PR firm, in a comms department of a large organization, or a position where a large PR firm has its comms people work on different campaigns but are based in DC and needs an executive recruiter/headhunter. Please make introductions to Morgan Giovannucci, RD for ProVisors in DC. Email:
Technical Writer
Looking for someone who can write articles about packaging equipment.
Videographer Needed Portland, OR
We have a client who needs a testimonial video shot in Portland. Videographer would need to go to the client's place of business, set up, light and mic the client and interview them (questions provided) to get a 3-minute video testimonial for John Milikowsky of Milikowsky Tax Law (Provisors Carmel Valley 1). I would coordinate - editing is optional - budget is $1200 - $1500. The right fit is someone with video skills and a business-like demeanor who can conduct an interview with professionalism.
Website Content Writer Needed
As I am rebuilding my website (using a Provisor website developer), I need a professional to lead in creating/recreating the content for the site.
Account Manager Southern California
Summary: The Account Manager will assist our CEO in covering accounts in the Southern California region Maintain relationships with current clientele as well as build new business with referrals including CPA firms and companies related to architecture, engineering and construction Please contact: jvalle@brayn.com
Account Sales Engineer
This position is responsible for the field sales of the entire portfolio of Company products. This is a sales role for a defined territory and/or set of end users, partners, and automation machine builders (OEMs). The ASE will work closely with the District Sales Manager to develop account strategies and tactics. The ASE will be responsible for meeting or exceeding a defined quota at assigned or newly found accounts and expanding our base of business. See link for more details: https://integressinc.com/account-sales-engineer-arkansas/
Associate Forensic Engineer
The candidate will be an integral part of a team dedicated to determining how a traffic collision occurred. Members of our team are exposed to a variety of projects, enjoy significant diversity in tasks including both field and office work. A strong background in 3D CAD and Excel is important, but we expect that many of the skills above will have to be learned on the job due to the esoteric nature of the business. This role will also involve a substantial amount of research in pursuit of developing new techniques in the field.
Attorney
We are looking for an associate attorney for our growing employment and business litigation firm. If you are a self-starter, personable and love the law, this may be the position for you. We are a firm that values our reputation as strong advocates for our clients, offering large firm representation in a smaller, more personal setting. We value our community, our outside interests and encourage business development.
Chief Operating Officer - Biological and Biotechnology Ag Products
Based in one of U.S. News and World Report's top five places to live, our client is known for changing the way the world grows. This young, innovative, driven, fast-growing, and profitable company uses breakthrough biotechnology to harness the power of nature to improve plant health, quality, and yields while minimizing environmental impacts. They are looking for a high-energy COO with a credentialed scientific background and experience leading manufacturing operations and product development.
Chief Operating Officer - Payroll Service
Our client is looking for a COO with outstanding interpersonal skills to interface with co-workers and customers; must be a team-player! A leader who gets stuff done by setting a long-term strategy and accomplishing milestones. Has the ability to easily translate business priorities into operational tactics to achieve the company's strategic goals. The successful Chief Operating Officer will bring their talent and experience from a fast-paced HCM environment to implement organizational effectiveness and efficiencies across their Implementation, Support and Tax teams.
Client Success Manager
The primary objective of the Client Success Manager is to be a proactive customer service liaison for Company's clients. The role is responsible for understanding and improving the customer experience as a whole for our clients. This role will work with all other Company resources to ensure clear communication and remove roadblocks. See link for more details: https://integressinc.com/client-success-manager/
Controller
CONTROLLER. MUST BE PROMOTABLE. Our client is a $700 million, rapidly growing, 100% ESOP commercial construction company. The company has a diverse construction portfolio. The right candidate will have strong controllership experience working cross-functionally, with senior management, and in a complex accounting department. Must be a proactive leader and mentor. MUST have a CPA (inactive is acceptable). Construction experience is NOT REQUIRED. Ideal candidate is an over-achiever! The CFO, is retiring in 2 years and is developing his succession plan for that change. Base comp up to $200K
Data Intelligence Analyst
The Data Intelligence Analyst works independently with designing and maintaining data systems, including driving data warehousing efforts and responsible for developing and maintaining extract, transform, and load data feeds/transfers through Business Intelligence reports and dashboards. See link for more details: https://integressinc.com/data-intelligence-analyst/
Demand Generation Director
Our client powers the data sharing economy and protects sensitive data. Their platform is used to unlock unprecedented value from the most sensitive data assets in use cases across all major industries including financial services, healthcare and insurance. The platform is based on the mathematical standard of differential privacy, which enables companies to compute on data across business lines, geographic boundaries, and organizations while preserving locality, confidentiality, and value. They are currently working with two of the top three banks in the US.
Engineering Intern, paid, virtual, part-time
Contract opportunity: Engineering Intern. Part-time, project based, engineering intern/assistant to discover and organize product & manufacturing related information. This is a paid contract position, virtual, and guidance/training will be provided. Prefer Product, Mechanical, Industrial, or Manufacturing Engineering Senior student. More detail at, https://www.linkedin.com/posts/activity-6819115770577084416-iinI
Global Account Manager
This is a sales role for a defined set of key accounts and/or global accounts. This position is responsible for the field sales of the Company's Solutions. The Global Account Sales Engineer leads sales activities nationally or globally by coordinating sales efforts with local account teams and Company Business Units to ensure that the Company wins. The employee will be responsible for exceeding a defined quota at these assigned or newly found accounts and expanding our base of business at these accounts.
Head International Tax Consultancy Firm
Our client is a fast growing, dynamic, and (yes) friendly, tax consultancy firm. If you are hard-working, entrepreneurial, team-oriented and looking for a growth opportunity then this is the role for you! In this role you will on US tax compliance and tax planning/exit strategies for cross-border businesses operating within the USA.
Material Requirement Planning Analyst (MRP)
Responsible for planning and forecasting the right volumes of materials, goods and products inbound to the business from its supply chain companies to meet business needs and objectives. Maintains strong relationships both internally and externally to ensure supply of materials meets requirements. Work under general supervision, reviewed by Management. Decisions and results have an impact on the function and their success. See link for more details: https://integressinc.com/planning-analyst-los-angeles/
Product Manager - Growth and Optimization
Love adventure and being outside? Our client might be a good fit for you. They offer a premium rental service for consumers, brands, and retailers. Their Rental Platform technology and reverse logistics gives brands and retailers the ability to integrate rental directly into an existing ecommerce experience. With their unique model, they make it possible for any company to seamlessly launch a rental channel - ultimately reaching more consumers, driving more revenue, and promoting a more sustainable solution.
Product Solutions Specialist
This position is part of the client strategy and services department and works closely with all other departments to ensure a successful client experience. Primary objective of this role is to ensure that our clients quoting, and procurement experience is handled promptly, options are communicated efficiently, products are priced competitively, & availability is considered and meets the clients needs. Another objective of this role is to provide support for COMPANY's Support and Client Strategy Teams. See link for more details: https://integressinc.com/product-solutions-specialist/
Product Specialist Sales Engineer
This position is responsible for the field sales of Company's Deep Learning, 3D, PC Vision & Edge Intelligence Solutions covering Named Accounts. This is a sales role for a set of end users, and OEMs. mix of existing and prospective strategic accounts. The primary focus is to sell Deep Learning, 3D, and PC Vision & Edge Intelligence opportunities at those accounts. See link for more details: https://integressinc.com/product-specialist-sales-engineer/
Project Coordinator
This position is the Project Coordinator of an integrated team of Technology Architects and Professional Services Engineers/Technicians. The most important overarching objective of this position is to optimize and maintain a project delivery process that is effective, efficient, thorough, and successful in the areas of Client Onboarding, Project Deployments and Client Alignment Implementations. The primary objective for this position is to coordinate project management activities, resources, equipment, and information. See link for more details: https://integressinc.com/project-coordinator/
Project Solutions Engineer
Flexible with the location - candidate can be located anywhere in the US. Preferably Chicago, Nashville or Dallas in the field. The Project Solutions Engineer is responsible for developing technical solutions on incoming proposal requests from Sales for Logistics ID scan tunnels. Interface with Logistics Sales and Customers to understand technical requirements and design cutting edge solutions to consistently deliver best in class read rates. See link for more details: https://integressinc.com/project-solutions-engineer/
Sabre Programmer needed
Contact startup just raised a big round of funding. They are looking to hire. It is a travel started and looking for an engineer familiar with Sabre, for a full-time position. If you are interested let me know and I can connect everyone
Sale Administrative Support
Our ideal candidate has an eye for details, master of multi-tasking, exceptional organizer and draws on positive energy from being part of a fast moving team as our sales volume continually increases. You will play a large role in maintaining our reputation for excellent products and superior customer satisfaction. If you have previous inside sales experience as well as technical knowledge (computers, antivirus, monitors, servers, etc) and you're interested in taking your career to the next level, we encourage you to apply today.
Sales Engineer
Responsible for the field sales of the entire portfolio of Company's products. This is a sales role for a defined territory and/or set of end users, partners, and automation machine builders (OEM's). The SE will work closely with the District Sales Manager to execute account strategies and tactics. Properly forecast and close sales transactions with End Users, Partners, and OEMs to reach the quota goal. Utilize the Company's sales process to effectively demonstrate products to customers and making quick wins. See link for more details: https://integressinc.com/sales-engineer-minnesota/
SALT Accounting Manager
Our client is a small, fast growing, dynamic, and (yes) friendly, tax consultancy firm. They are an innovative firm with a unique goal: to help clients succeed in the US market without impacting their core business. They advise companies and founders on cross-border structuring, M&A transactions, tax strategies, and compliance in the US. Their ultimate goal: to provide expert advice, delivered seamlessly. If you are hard-working, entrepreneurial, team-oriented and looking for a growth opportunity then this is the role for you!
Senior Forensic Engineer
Company is seeking a senior level Forensic Engineer with collision reconstruction training and testimonial experience. The Forensic Engineer will be handling cases from inception through trial, with the support of associate-level Forensic Engineers, and will utilize: three-dimensional laser scanners, drones, data acquisition systems, computer simulation programs, photogrammetry packages and event data recorder interrogation systems. While prior experience and training is required, considerable on-the-job training will be required to become proficient with in-house technologies and methods.
Senior Marketing Manager
Our client is a venture-capital backed emerging leader in the video analytics space. The company has a mission to transform any real-world video into actionable and tailored intelligence so customers can build the safest and most productive organizations in the world. As cameras increasingly take center stage in how organizations protect their people and things and make their physical spaces enjoyable and productive, the volumes of data these cameras produce is overwhelming.
Senior or Staff-Level Mechanical Design Engineer
Seeking a Senior or Staff-level Mechanical Engineer who likes to design and build sophisticated industrial machines. Ideal candidate will be able to independently execute the design process, working either as or with a system architect, from concept definition based on (sometimes) minimal specifications through detail design, documentation, manufacturing build and validation/troubleshooting. See link for more details: https://integressinc.com/senior-mechanical-engineer-california/
Sr. Power Electronics Engineer - Defense
Support and guide the analysis, design, build, test and validation of digital, analog, and high power circuits, specifically with respect to Power Electronics product and technology developments and production support. Perform a variety of tasks related to the assembly, test and troubleshooting of the Power Electronics product line. See link for more details: https://integressinc.com/power-electronics-engineer/
Tax Manager
Tax professional for small CPA firm in Dallas. This person would be responsible for review of business and personal tax returns prepared by staff and prepare some complex returns personally as well. The candidate will have significant client interaction that will lead to partnership. We would expect such a candidate to bring some business with them. As a firm we believe that all work should be completed within 40-45 hours a week (yes, even in tax season) so that we can have a life outside of work.
Vice President, Engineering - Disruptive Startup
Our client is disrupting the residential real estate brokerage industry through building an AI-powered, vertically Integrated platform to automate and simplify the selling and buying process. They are backed by some of the best-known companies and investors in the world. The company is founded by an investment banker and the ex-SVP of the largest publicly traded cybersecurity company. The right person for this role will have the GSD (get stuff done) mindset, want to be hands-on in the coding, while responsible for the platform developed by our client.
Vice President, Engineering - VR Tech
Our client is in the education/learning space with some very high-profile investors. They are using VR technology to increase the ability for students to learn faster and stay more focused. Their product line is focused K-12, College, and other professional level of learning. The ideal candidate will have a background in VR gaming or VR education tools. You have a passion for creating high quality products that keep the user involved and have content/story line.
Vice President, Marketing
Our client is a venture-capital backed emerging leader in the video analytics space. The company has a mission to transform any real-world video into actionable and tailored intelligence so customers can build the safest and most productive organizations in the world. As cameras increasingly take center stage in how organizations protect their people and things and make their physical spaces enjoyable and productive, the volumes of data these cameras produce is overwhelming. Their proprietary, machine learning-powered software works on any type of camera feed.
Vice President, Real Estate
Our client is an impact investment advisor, and its institutional-scale 100% impact-focused portfolio places it among the world's largest in this category. Based in San Francisco, our client utilizes a patient, disciplined approach to generate risk-adjusted financial returns across multiple asset classes, while simultaneously delivering positive social and environmental outcomes. They seek direct relationships with entrepreneurs and communities globally to support the natural emergence of a new paradigm in sectors.
Vice President, Revenue and Growth
Our client offers a premium rental service for consumers, brands, and retailers. Their rental platform technology and reverse logistics gives brands and retailers the ability to integrate rental directly into an existing ecommerce experience. With their unique model, our client makes it possible for any company to seamlessly launch a rental channel - ultimately reaching more consumers, driving more revenue, and promoting a more sustainable solution. They've also won the "Most Innovative Travel Company" award by Fast Company and the Outdoor Retailer of the Year.
Bookkeeping and Accounting M&A Opportunity
Looking for a potential partnership or merger opportunity with small accounting and bookkeeping firm. If you know any business owners who are interested to expand their business or sale their practices please give us a call.
Business Coaching Franchise
Do you know an experienced business person who is done with the corporate world and would like to explore business ownership? Own your own coaching business while receiving the support, training, and mentorship from an elite group of professional, certified business coaches with a history of success for over 30 years. FocalPoint Coaching provides the brand, multi-level support, proven curriculum, course materials and processes to help establish and grow your own business to help business owners and professionals significantly improve their results. Contact srichter@focalpointcoaching.com
Client's Mexican Restaurant for Sale
A client is selling one of their Mexican restaurant locations in Southern California. It is a full-service restaurant with Patio and Bar. Current owner is retiring.
Daycare Owner/operator
Looking for a Daycare with earnings (including owner salary) of $500,000 or more. Owning the property a plus or long lease needed. We were working with an organization to turn a similar facility into a non-profit. This will result in above market cash out for the owners. We hit a landlord issue and the deal is stalled. I'd love to bring this opportunity to any other owner looking to exit at a premium. Posting in New York, but would be possible almost anywhere in the US.
Partnership opportunity for a sole practitioner CPA - Long Beach area
CPA partnership opportunity - Our ideal merger candidate is a sole practitioner CPA with an existing business oriented client base and who has an interest in and capacity to take on more work, while enjoying the benefits of a collaborative partnership and an efficiently running practice. We are a 3 CPA, multi-generational firm. Our principal CPA's have decades of multi-varied experience and can provide mentorship to a compatible and motivated merger partner. The right person will become our next generation and eventually lead us into the future.
Note to All Members: Please do not give out member contact information to non-ProVisors members in response to a posting on The Member Exchange without the permission of the member unless you are confident that the member would want his or her information given out under the circumstances. If there is any doubt, contact the member first.