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October 4, 2021
There are 22 advisor, 1 business opportunity and 12+ job opportunities this week
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Attorney who speaks Thai
I need an attorney, located anywhere, who speaks Thai as well as English, for a client who has a banking and inheritance issue in Thailand. Any practice area is fine - what she really needs is someone who speaks the language.
CPA needed in Tennessee
Client needs to file by 10/15
Director of Operations
I am working with a new client and they are in need of a Fractional Director of Operations. Please email me directly if you fit the bill - dboyle@salesxceleration.com
Employee side lawyer in Tucson, Az
I am looking for an employee lawyer in Tucson for a former client who seeks counsel for a wrongful termination matter.
Estate Attorney
Need estate planning done for a same-sex domestic partner couple together 20 years.
Estate planner Alaska
Looking for recommendations for a strong Alaska Estate Attorney who could handle creating irrevocable trusts before year-end (with additional work planned in 2022). Thanks!
Estate Planner/Executor/Personal Representative
Looking for a referral for a Tuscon AZ based Estate Planner/Executor/Personal Representative to help a family member unwind an AZ estate. Complex family dynamics involved.
Eviction/Unlawful Detainer Attorney for Residential Property in New York City
Please email me at ZS@DanningGill.com with your recommendation for an eviction/unlawful detainer attorney who works for landlords in New York. Thanks.
Family Law Attorney Needed - Phoenix, AZ
My brother-in-law is searching for a family law attorney in or near Phoenix, AZ. His wife has served him with divorce papers. They currently still live together and own their home together (he originally bought it). No children in the mix. If you have a recommendation, please email me at sarah@firm-focus.com. Thank you!
Incentive Pay Program Project
Consultant with experience in the Medical Facility Industry to design a Pay Incentive Program
IT Service Provider Needed
Need a referral for an IT service provider. Please email Jacqueline Jones with your referral information, jjones@sphvalue.com.
Lecture or speakers bureau
Interested in someone to discuss possibilities for lectures or speaking opportunities.
Life, Disability, LTC Insurance Agent Needed
I'm looking for an Insurance agent I can refer clients to that covers; Life, Disability & LTC. Would like someone non-captive, very consultative, and high touch service. South OC preferred. Please reach out if interested in discussing.
Litigator with Experience Suing Amazon.com
My client develops and manages Amazon stores for clients. Amazon has put roadblocks in their way that has significantly limited their ability to build revenue. Need an litigator with experience to talk to my client about his situation and whether you're able to help him recover his losses.
Need a Bookkeeper with a Real Estate Background- Los Angeles
Hi All, I'm looking for a professional bookkeeper with a background in real estate. I own two brokerage companies so the person should be familiar with bookkeeping for a real estate brokerage. I also own an investment company and my portfolio consists of a variety of different types of properties (Multifamily, Retail) and so the bookkeeper should have familiarity with real estate investment bookeepping.
Need Commercial Banker in Tennessee
I have an Australian client with a U.S. sub that needs financing to purchase a manufacturing company/property in Tennessee. Looking for an introduction to commercial banker's in Tennessee.
Need Local Counsel in Clark County, NV
Defense of a federal DJ action.
Orange County Process Server
I am in need of a process server to serve a summons for a Massachusetts court case on a party located in Orange County, CA. I would appreciate any recommendations for reliable and responsive process servers. Thanks! Adam Hamel
RE & Probate Lawyer in Puerto Rico
We seek referral to real estate/ probate lawyer licensed in Puerto Rico to establish a potential claim of ownership from a a 3rd generation descendant.
Seeking Commercial Realtor Serving Idyllwild, CA
My client is trying to sell a challenging commercial property in Idyllwild, CA. The current listing just ended. Looking SPECIFICALLY to re-list with a commercial broker in the immediate area, or in a nearby area (such as Rancho Mirage or Palm Desert) who has ties to/experience selling in Idyllwild. Price point is $975,000.
Seeking University Professors
Seeking to connect with university professors of Law, History, Political Science, Film/Cinema/Media Arts, and European Studies in the U.S. anywhere.
Voter Registration: League of Women Voters
Interested in someone active in an executive position in a state or the nation League of Women Voters
Attorney -- Litigation and Bankruptcy
Lesnick Prince & Pappas LLP is a Los Angeles-based boutique law firm specializing in sophisticated commercial litigation, business reorganization and bankruptcy. We are looking for someone at the junior associate and senior associate/junior partner level. We will consider someone interested in a part-time position. Salary commensurate with experience and hours expectations. Top 25 law school and large law firm experience preferred but not required. Please email any inquiry and resume to employment@lesnickprince.com
Benefits Advisor
Seeking licensed or unlicensed individuals to join my team. We bring insurance to businesses throughout southern California. Our focus is customer centered and the day-to-day requires an individual who is comfortable speaking to business owners of both small and large companies. Online and field training is available for those with little or no experience. Please email me for details.
Billing Clerk
The mid-size Chicago law firm of Hughes Socol Piers Resnick & Dym, Ltd. is seeking a Billing Clerk in its Accounting Team. The Billing Clerk will provide support to attorneys on all billing-related functions, including editing, preparing and processing invoices accurately and in a timely manner, while partnering with the billing attorney to fully understand the details of the attorney's billing practices and client guidelines. Applicants should apply using this link: https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=66441&clientkey=B1301592B5C344F71A3B5F2A433DA90F
Client Service Associate needed in Beverly Hills office
A top wealth management team is looking for Registered Client Service Associate for their Beverly Hills office. Active Series 7 and 66 (or 63 and 65) Licenses will be required. Please email me if you know of a potential candidate
Director of Customer Service
Korrus is a rapidly growing technology company focused on a new field of study, Human Light Interaction. They are looking for a Director of Customer Service to create and lead a World Class customer experience for the company. Can work remote but must be able to quickly drive to the Fremont, CA location (no flights) https://careers.jobscore.com/careers/korrus/jobs/director-of-customer-experience-bwwe1OkEzcmO5nL4ZZp9h2?ref=rss&sid=68
Director of Human Resources for an Industry Leading Lighting Company
Area : Los Angeles, CA Description : Our client is an industry-leading lighting company that designs and builds LED downlighting that sets the bar for flexibility, performance, and quality. They are seeking a Director of Human Resources to transform and execute HR strategy within their company. This position provides overall guidance to organization systems and practices related to workforce planning and analytics, talent acquisition, talent development, and compensation and benefits. This is an in-office position in Los Angeles.
Director Wealth Management
This senior position will play an integral role in the firm's growth strategy.Will work closely with the Managing Director to help run the business, create customized financial plans, working on creating and developing marketing presentations, helping service our client relationships, and as a liaison to our portfolio management team. Santa Barbara office location.
ERP Project Manager
Responsible for the development, planning and implementation of the Enterprise Resource Planning (ERP) system. Evaluate and recommend changes to current and future ERP system requirements to meet organizational needs. Also responsible for the maintenance and ongoing performance of the system once it is implemented with a focus on continuously improving the system and our process to gain maximum use and efficiency of the ERP. See link for more details: https://integressinc.com/job/erp-project-manager-corona-ca/
Estate Planning and Probate Paralegal
Orange County boutique business and estate planning law firm has an opening for an Estate Planning and Probate paralegal with 4+ years of experience. The ideal candidate is detail-oriented and a self-starter with polished client service skills and the ability to organize, set priorities, and follow up. Experience must include the following: drafting estate plans (preferably using Wealth Counsel), assisting with trust administration, assisting with and preparing documents for probates, conservatorships, and guardianships and all court filing procedures related thereto.
Experienced Business Valuation Senior Analyst / Associate
Cabrillo Advisors is seeking an experienced business valuation Senior Analyst or Associate to join our growing firm. Candidates must have at least one year of prior valuation experience. We provide a collaborative, engaging, and respectful work environment. The team consists of highly regarded and vibrant professionals with tremendous experience from Big Four audit firms and investment banks. Exposure to business enterprise valuations for tax, accounting and M&A, intangible asset valuations, and complex securities valuations. Please contact Lynn Sommer at lsommer@cabrilloadvisors.com.
Experienced Business Valuation Senior Analyst / Associate
Cabrillo Advisors is seeking an experienced business valuation Senior Analyst or Associate to join our growing firm. Candidates must have at least one year of prior valuation experience. We provide a collaborative, engaging, and respectful work environment. The team consists of highly regarded and vibrant professionals with tremendous experience from Big Four audit firms and investment banks. Exposure to business enterprise valuations for tax, accounting and M&A, intangible asset valuations, and complex securities valuations. Please contact Lynn Sommer at lsommer@cabrilloadvisors.com.
Experienced Valuation and Finance Professionals
Redwood Valuation is hiring professionals with experience in business valuation or related finance fields. Redwood is a leading provider of valuation services to technology and life science companies, venture funds, and others. Key skills include technical knowledge of valuations of closely held companies, intangible assets, debt instruments, and/or other assets for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes. Please contact brian@redwoodvaluation.com for more information or with any leads, resumes, etc.
Finance Associate
Public Counsel seeks a mission-driven Finance Associate with previous nonprofit accounting experience. Reporting to the Vice President, Finance/Chief Financial Officer, the Finance Associate will join the Finance Team in the day-to-day financial operations of a $16 million budget, including planning, budgeting, accounting and reporting on a diversified funding stream, consisting of donations, private grants, government contracts, attorney fees, and investments. Immediate full-time, non-exempt position, 37.5 hours per week. Salary: $25.65 per hour.
Forensic Staff Accountant
Dynamic Irvine CPA firm is seeking an entry level accountant with a strong desire to learn about the discipline of forensic accounting, work toward your CPA license, and grow with the company. A degree in accounting or in business with an emphasis in accounting is required. Starting salary is market competitive, commensurate with experience, remote flexibility, 401(k), medical insurance, vacation, sick pay, busy season bonus, training, and continuing education. Send resume to: careers@smithdickson.com
Head of Product for a Wellness Brand Opportunity
Area : Los Angeles, CA Description : Our client is a wellness company that resulted from the integration of two leading brands in the plant-based lifestyle space. They promote the adoption of healthier living by helping people eat more whole plant-based foods for the sake of their health and the planet. They are seeking a dynamic and visionary Head of Product to lead the next phase of product development for the company. The ideal candidate will have an obsession with innovation, customer experience, and value creation along with a keen sense of what drives the business forward.
Manager - QuickBooks Bookkeeping Practice
Looking for a skilled QuickBooks expert that is looking to move into management. Our QuickBooks bookkeeping practice is in need of an expert to build and manage staff, and service a client base of over 150 companies. Local candidates only.
Mediation Coordinator (Admin position) Needed for Family Mediation Firm in Solana Beach, CA
Growing family mediation practice in Solana Beach is looking to fill our Mediation Coordinator position. This person will be the main admin person. Please email amanda@westcoastfamilymediation.com for the job description and/or to provide a resume if interested in the position.
Project Engineer
Support in pre-sales activities of IoT/RFID solutions. Perform solution design ? software work-flow and RFID hardware implementation design. Coordinate planning for passive UHF RFID Readers and associated components. Project manage customer solution implementation coordination. Perform solution deployments, including RFID hardware implementations at onsite customer locations. Project manage third-party partners during solution deployments. See link for more details: https://integressinc.com/job/project-engineer-los-angeles-ca/
Retirement Plan Education Director
National retirement advisory firm looking for a financial advisor that is interested in creating educational content and conducting participant gorup education meetings and 1-on-1 meetings.
Sales Operations Analyst
The Sales Operations Analyst works independently and is responsible for the development of business reports, requirements, and insights. The Sales Operations Analyst will support sales leadership by identifying and driving process improvement within the department. See link for more details: https://integressinc.com/job/sales-operations-analyst-irvine-ca/
Senior IT Business Relationship Manager, Mfg
This role requires in-depth understanding of business area strategy, domain knowledge of pharmaceutical/cell and gene therapies manufacturing, and relevant technical expertise to drive the creation of new technology solutions. This role is a mix of leading a team and building a relationship of trust with key stakeholders, anchored by strong technical and domain expertise. See link for more details: https://integressinc.com/job/senior-it-business-relationship-manager-mfg-el-segundo-ca/
Tax Manager
Technically strong Tax Manager and leader, 7+ years in small to mid-size firm(s), Growth mindset, high standards. Growth opportunity to Partner. San Gabriel Valley area.
Vice President
We are looking to place a Senior Underwriter in your area for a major bank that we represent. Excellent salary and bonus as part of the compensation program. Looking for someone that can underwrite both C&I and Real Estate Loans. If you are interested please contact me and we can discuss in detail. I look forward to hearing from you. Tom Shockley APC Executive Search tom@apces.com 714-887-6504
Looking for a small business to purchase
I have a contact who is looking to buy a business. He is industry agnostic and a very experienced operator. He is looking for a business that has been around $2m in revenue for a couple of years and is "stuck" there. He is excellent at scaling. He wants to buy either all or a majority stake and is happy to leave management in place if they know what they are doing.
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