March 28, 2022
There are 13 advisor, 1 m&a and 12+ job opportunities this week
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Book Publishing Assistance
I have a new colleague that is looking to publish her first book. Does anyone know anyone that can assist? She's based in Seattle but I think the assistance can come from any location.
CPA Firm to prepare Corporation Tax return - MA
My client, a startup in the fintech industry, is looking for a CPA firm located in MA or NH to prepare his C-Corporation tax return. Please contact me at marina@baystateadvisorsgroup.com.
Criminal Attorney
Client is looking for an attorney to assist with a misdemeanor/expungement for a relative. The alleged misdemeanor happened in OC in March 2022. My client resides in LA, and the relative resides out of state.
Estate Planning Attorney So. FLA.
Looking for a referral to an atty who can prepare a will/trust for a modest size estate in the Boynton Beach area of Florida. Please email responses to: ardensilverman@gmail.com
Estate Planning Attorney - Northern New Jersey
Seeking an attorney to help a relative write a straightforward will in norther NJ, in Passaic or Bergen County.
Estate Planning/Guardianship Attorney - Wilmington, NC
I would appreciate any referrals for an estate planning attorney in or near the Wilmington, North Carolina area. The engagement may involve an adult guardianship/conservatorship. Please email josh@franklinsoto.law.
Insurance Broker
I'm looking for a new insurance broker for home, auto, umbrella, etc.I have a house in the "brush" and need new insurance. Thx
Law Firm Ownership Changes - LA/OC
Looking for lawyer well-versed in facilitating, documenting changes in ownership of SoCal law firm. From documentation to ethical issues, need someone to walk current partners through process.
Legal Marketing Expert
I am looking for a very reasonably priced person to do social media marketing/SEO and a monthly newsletter for my corporate and securities boutique firm. I've met great people but their rates are far too high for my tiny firm.
Non-profit Governance
I am on the board of a non-profit. Our bylaws are almost 20 years old and need to be redrafted. Can anyone recommend anyone who specializes in this?
Personal Property Appraiser
I need an appraiser to work with estate planning clients to value items such as jewelry and other collections.
RE Litigator in Raleigh, NC
Client needs a consult with a Real Estate litigator for an ongoing real estate dispute in Orange County, NC
Special Needs Attorney
My client, who lives near Tampa and has 3 autistic daughters, has been discriminated against and harassed by the daughters' school.
5-10 Year CPA / Growth Potential
Burbank CPA Firm seeking CPA with 5-10 years of local accounting and tax experience to join this 38 year old firm. Firm is a full service accounting, tax and business management practice. Partnership potential to the right person. Please contact Paul @ 818 399-9982 or send resume to paul@epbcpa.com
Accounting
Help needed on personal tax returns, partnerships and corporations
Admin Assistants - LA
Glaser Weil, a full-service law firm, is looking for 2 administrative assistants for its Encino office. Duties include answering phones, greeting clients, scanning client documents, assembling and reviewing all client document packages, and related duties. Required skills include Oral and Written Communication Skills, Telephone Etiquette, Project Management, Professionalism, Organization, Time Management, Computer Literacy, Detail Oriented, Initiative. Must be detail oriented and have initiative. Send resumes to candidates411@gmail.com. No phone calls please.
Admin Asst Calabasas
RESPONSIBILITIES: * Greet clients and/or visitors * Answer telephone calls * Mailing includes mailing letters daily, mass mailing once a month, recording all outgoing mail *Manage office calendar within Outlook * Scanning and filing electronic documents * Process bills and print checks * Manage office supplies * Maintain Excel spreadsheets * Maintain CRM system* Notary is a plus but not mandatory
Applications Engineer - Electrical
This position is responsible for supporting Business Development/Sales functions, customer service, approving equipment installation, acting as liaison between commercial and technical teams, researching new market opportunities, and other tasks as identified. The job may require occasional travel both domestically and internationally. See link for more details: https://integressinc.com/job/applications-engineer-electrical-cerritos-ca/
Associate | Client Services
Our firm is in search of an Associate | Client Services to join our servicing efforts. The candidate will provide support to an advisor or team of advisors. The Associate | Client Services will play a key role in creating a simple and elegant service experience for our clients. For more details please click on this link: https://onecapital.com/job_pdf.php?tok=61FDE660-h68n36pr5licp9-g7iayqygrk8ar3
Attorney - LA
Glaser Weil, a full-service law firm, is looking for an attorney for its estate and tax planning and trust administration practice. Candidate should have at least 3 years experience. Knowledge of Special Needs Trusts and Medi-Cal planning are a plus. Must be able to work directly with clients, be detail-oriented and organized, and possess a commitment to quality and work ethic. Must have excellent computer skills. Responsibilities include meeting with clients, preparing and reviewing documents. Send resumes to candidates411@gmail.com. No phone calls please.
Automation Engineer
The Automation Engineer is responsible to develop and implement automation projects, update, manage and make improvements in current assets to optimize productivity and profitability. Design automated equipment and solutions to improve manufacturing processes. Define areas where automation could improve production and efficiency. Provides technical support in relation to automated systems. Own the technology and process and centerline settings for the equipment and process. See link for more details: https://integressinc.com/job/automation-engineer-el-paso-tx/
Back Office Opersations Calabasas
Account administration including: trading of Mutual Funds, ETFs and stocks, cash flows, debits, margin, transfers, allocations, fees, new account opening, processing transfers and distributions, funds distribution, name/address change, cost updates, billing/fees * Communications with clients including: new account documents, LOA's, account updates, checks & wires, account performance, trade activity, transfers, statement inquiries, * Research including: fund fees, objective changes, market values, stock quotes * Provide customized reporting and analysis to Advisor/Client as needed
Branch Office Administrator - Burbank, CA
Position Schedule: Full-Time Remote Work Option: No Branch Address: 3500 W OLIVE AVENUE, Burbank, CA 91505 If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. We?re proud to serve over seven million clients. We don?t often brag, but we?re frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For®? by FORTUNE... Contact joe.gitto@edwardjones.com
Business Development Director (SFO/LA/SD)
My client is looking for experienced Business Development Directors who can leverage and grow, existing and new, strategic partnerships. The company is in hyper-growth mode and seeking high-performing executives with a proven track record of crushing their sales quotas and being highly compensated for their results. See link for more details: https://www.indeed.com/viewjob?t=business+development+director&jk=e0ab788946a55447&_ga=2.211235601.545253400.1646260423-393935122.1646080416
CEO
We are seeking a Chief Executive Officer to direct and oversee all operations of our credit union. They will be responsible for planning, directing, and managing all credit union activities in accordance with established policies while overseeing organizational performance and ensuring financial stability with the best interest of the membership, employees and Credit Union in mind. Bachelor's preferably in Finance, Business Administration - 10 years experience in credit unions or banking preferred
Corporate Paralegal
I am looking for an experienced corporate paralegal to work on an hourly basis with no minimum time commitment but approximately 5-10 hours per week.
Corporate/Securities/M&A Senior Attorney
Want both flexibility and success in your corporate law practice? Strategy Law is looking for a smart and personable corporate transactional attorney experienced (10+ yrs) in high value transactions, securities law, M&A who is also interested in working with closely held companies. We are open to corporate practice group mergers. Strategy Law is in downtown San Jose with remote attorneys throughout Northern & Southern California. Must haves: * CA bar * Accountability * Integrity * Respectful, friendly * Team oriented * Self-motivated achiever Email resumes@strategylaw.com
Director, the Guardians
Oversee and manage all day-to-day work of the support group and serve as major gifts officer for The Guardians. Key activities include: Identifying and soliciting major gifts. Working with the Fund Development Department fundraising staff to achieve individual, corporate and foundation goals.
Finance Intern for a Popular Cosmetics Company
Area : Los Angeles, CA Description : Looking for a hands-on internship at an exciting, entrepreneurial company where you can truly have an impact? Our client is a popular and rapidly growing cosmetics company that uses only clean, non-toxic ingredients. They are seeking a Finance Intern to immediately join their team. This is a fantastic opportunity to get exposure to the ins and outs of the finance space at an exciting and fast-moving company.
Financial Service Professional
Seeking experienced and inexperienced motivated, successful individuals who are interested in building or expanding their practice in the field of financial services. Our firm focuses in economic based planning which is proven to substantially increase retirement income to meet clients future income needs. We assist clients to build, enjoy and preserve their wealth by having the proper mix of insurances and investments. Offers generous compensation, benefits, agent bonus plan, 401(k) matching up to 6%, training. Contact Bryan Cunningham at bryan@thestrategypartnersinc.com or (818) 674-2885
General Manager - Signage Company
We are searching for trustworthy General Manager my client, an signage company with a long history. The company needs a turnaround manager who is able to motivate 25 employees and introduce systems and processes. Our client is seeking a general management leader with a successful track record of building and growing profitable businesses. 15+ years' experience running the P&L for a "Technical Service Business" in the B2B market. Please send resumes to lutz.lehmann@lpi-consulting.com
HR Business Partner
We are looking for an HR Business Partner with 5 or 6 years of experience to join our team. This position is client facing consulting work, excellent customer service skills are a priority.
Manager, Talent Acquisition
We are conducting a search for a Manager of Talent Acquisition for an industry leading industrial company. 1,500 employees/multiple locations. Their growth and success have created the immediate need to grow their HR team. Reporting to the CHRO, the Manager of Talent Acquisition will be responsible for driving excellence in Company recruiting strategies, methods and results, in successfully recruiting highly qualified candidates for all applicable company positions, 50+ openings currently. Email resume to s36grndmiexxmgckdxmggnzcqr@crelate.net
Project Engineer
The Project Engineer is responsible of new projects management, development, and implementation. Lead and coordinate engineering projects for the plant. Review product design for compliance with engineering principles, corporate standards, and specifications. Leads the technical development, scheduling, budgeting of engineering projects. Controls CAPEX budget. New projects evaluation and assessment of feasibility. Ensure project management to minimize risks. See link for more details: https://integressinc.com/job/project-engineer-el-paso-tx/
Property Manager
Seeking an experience property manager for a 2 bedroom, 2 bath condo in Beverly Hills. We are responsible for interior maintenance. # Collect rent # Manage maintenance needs # Communicate with HOA # Pay property taxes Please call/text 310-890-7474 if interested. Thank you.
Retirement Plan Advisor
Karp Capital Management, a registered investment advisory firm based in Sausalito, CA, is looking for an experienced and driven Retirement Plan Financial Advisor to work with our corporate retirement plan team to support our client base of small-to-medium size businesses. The Retirement Plan Advisor will focus on client retention and new client onboarding to deliver a seamless and positive client experience. Open to flexible, remote working arrangement. Please email Bob@karpcapital.com if you or anyone in your network would like to interview.
Sales Engineer
This position is responsible for supporting Business Development/Sales functions, creating detailed proposals, negotiating contracts, managing key customer accounts, acting as liaison between commercial and technical teams, researching new market opportunities, attending and helping to conduct trade shows, and other tasks as identified. The job may require occasional travel both domestically and internationally. See link for more details: https://integressinc.com/job/sales-engineer-cerritos-ca/
Tax Manager
A rare opportunity for an experienced CPA with a strong tax background. Stone & Company is one of the region's fastest growing independent CPA firms. We are seeking a talented individual who has a strong accounting background, a desire to become an integral part of our professional team and wants to be successful. This role comes with hands-in interaction with our family of clients. https://www.stonecpas.com/careers
Technical Sales Engineer
Seeking a highly-motivated engineer to join our technical sales and process engineering team. The successful applicant will be involved in both project development and execution. The applicant will directly interact with clients to establish project requirements, develop conceptual solutions, and prepare commercial proposals. See link for more details: https://integressinc.com/job/technical-sales-engineer-ontario-ca/
Architectual Firm for Sale - NY
The firm specializes in corporate office interiors from small to 250,000 SF, as well as building renovation/ repositioning. Presently the renovation/repositioning projects range from 20,000 SF to 1,000,000 SF. The firm has done work for many large companies and developers with business driven by strong repeat customers, networking, and word of mouth. The owners are discussing retirement but would like to see their legacy continue. Asking $3,950,000 on SDE of $1,163,641 Seller Financing possible
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