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The Member Exchange

August 9, 2021

There are 26 advisor, 5 business, and 12+ job opportunities this week
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Attorney-Riverside, CA Sexual Harassment
I have a client in need of a Riverside, CA attorney familiar with sexual harassment. It involves one of the big box retailers.
Atty Familiar with the SBA/SVOG Denial Appeal
I'm looking for an attorney familiar with the SBA's SVOG statutes. We need to appeal the denial of my client's SVOG application.
Capital Campaign Consultant NonProfit
Nonprofit anticipates a two-phase project: Phase 1) Finalize Campaign Plan and Develop Strategy (one month) Phase 2)Execute and Manage Campaign (one year)
Civil Litigation Attorney - New Mexico
Looking for civil litigation attorney to handle pending case in Los Alamos County District Court
Conservatorship attorney in Fort Lauderdale, FL
I have a client in need of a Conservatorship attorney in Fort Lauderdale, Florida. E-mail responses only please
Construction Dispute - Potential Litigation
My Boston based clients are building a custom home in Boulder and are running to some issues with their Builder. Looking for someone who has experience with negotiation/litigation involving high custom residential construction.
CPA - Real Estate
One of our clients is having a dispute with their landlord related to a charge back of an expense. Can provide more detail if you are an expert who can help with the below. Below is an excerpt from the client. We are entering a formal dispute process whereby we and they have to come up with a mutually agreeable third-party independent certified public accountant having not less than ten (10) years of experience in calculating and analyzing operating expenses for first-class office buildings in the Boston Metropolitan area, to resolve the dispute between Landlord and Tenant.
Estate Planning Attorney Needed in Alabama
We have a client who resides in Alabama that needs to create an estate plan. Please no referrals other than inside your own company.
Executive Search
I have a client, which needs a retained executive search. They will be searching for a CEO in the IT services/product sector focusing in the BioPharm industry. They work with the big, medium and small pharma companies.
Experienced Process Server needed in Buffalo, NY
Experienced Process Server needed in Buffalo, NY. Please reach out to David Woll at
Fractional CFO based in DC area needed
I have a SaaS client in the DC area who is preparing for fundraising - Series A.  He has 20 paying clients and has bootstrapped it to this point while growing the team.  He's looking for a fractional CFO that is experienced in SaaS, B2B, enterprise sales, and the intricacies of fundraising - must be within travel distance of DC. Please contact me with referrals. Thanks christine.crandell@newbizs.com
Investment Advisor Registration Expert
Looking for an expert to assist my client and I with registering as an investment advisor with FINRA/SEC and related compliance issues.
Labor & Employment Attorney in CA
Looking for a Labor & Employment attorney to advise an executive in CA who's being 'Forced Out' of his role.
Lawyer to advise medical tourism client
Lawyer with knowledge of applicable licensing and regulations for business providing cross border medical tourism services between US and Mexico to advise and counsel regarding licensure, liability and risk management.
Legal Professional Able to Help with HOA
I'm in need of a legal professional able to help me review and edit the HOA documents for a property I'm a part investor in. We need to update our legal language and make a few adjustments and I'd like to be sure we do it correctly.
Looking for a Boston Area Criminal Defense Attorney to Assist with an Expungement
I have a friend who is looking for a criminal defense attorney to help try to expunge a trespassing conviction from about 15 years ago. If you are interested or have any referrals, please contact: Kate Vescera at kvescera@talglaw.com.
Marriott Time Share - Resale Advice Needed
My friend in Japan currently has the timeshare with Mariott. He is interested in selling his interests. I'd appreciate it if you can make an introduction to an attorney or a broker who can help with this matter.
Need a Broker to sell office furniture from 30,000sq.f office)
A client took over a 30,000 sq.f office in downtown San Francisco and needs to sell the office furniture left from the previous tenant. Modern design, very lightly used... Looking for a broker that deals with used furniture sales.
Outsourced Accountant - San Francisco
I have a friend who has two retail locations (w/online presence) and is looking for an outsourced bookeeping/accounting partner that is based in San Francisco. If you are interested, please let me know and I can make an introduction.
Real Estate Attorney Needed in New Mexico
Our client is purchasing a home in New Mexico. We need a closing attorney to assist. Please reach out to me at jonathan.karelitz@Morganstanley.com with referrals. Please only refer people from your company or who you've personally worked with.
Recruiter / Firm to source ML Developer
Looking for a highly-qualified highly experienced Machine Learning engineer for hire in one month. Willing to pay competitively for very strong talent in a funded startup.
Recruiter for Data Scientist/Medical Talent
I am looing for a recruiter for a highly talented Data Scientist specializing in "all things medical". Please connect me with the ones you know!!! Any opportunities for the Southern California Area
Seasoned Exec Wants to Serve on For-Profit Board(s)
Ex Bank of America exec with fiduciary roles is retiring and would like to make contacts with people who might be able to connect with him companies looking for outside directors - is this even a thing that people do?
Setting Up Business Entity in Panama/Dominica - Lawyer needed
Seeking lawyer (or accountant firm) with experience setting up a business entity in Panama or Dominica and holding a U.S. bank account.
Virtual Accelerator
Online Accelerator looking for In-kind Sponsors to work with accelerator companies (looking for lawyers, accountants, investors...) minimum time commitment, for more info contact me and I'll introduce you to the Accelerator Founder sf@globalcapitalmarkets.com
WA State Real Estate Attorney needed
Need a Washington State RE Attorney to create a create a purchase contract for the purchase of a fractional interest in a piece of Real Estate that includes an option to buy the balance and/or 1st right of refusal.
Affordable WordPress website updater
Need someone to do some simple WordPress website updating. Primarily text updates. Freelancer or moonlighter okay also. Please reach out directly.
Associate HRBP Posting
HR firm seeking individual with 3+ years administrative/HR experience. Provide core customer service and administrative support to HR Business Partner; client benefits and payroll questions/concerns; prepare new hire, benefits and separation packages, assist with on-boarding employees, and processing HR transactions; provide follow up to clients and employees on paperwork; assist with the preparation and processing of payroll, auditing timecards, calculating hours, tracking/maintaining PTO requests, distributing reports, etc.; maintain all employee files.
Benefits Advisor, Los Angeles
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.
Division 1 Basketball Video Coordinator
Some experience in preparing basketball videos for coaching staffs/teams. A terrific opportunity with a successful program.
Forensics and Litigation Services Manager
Managers lead investigations and litigation engagements. Investigations: 1) Analyze and reconstruct transactions and financial statements; 2) Develop and implement work plans and procedures; 3) Prepare reports and presentations. Litigation: 1) Review legal filings and documents; 2) Analyze data and develop models; 3) Draft expert reports; 4) Assist with discovery, deposition and trial. Qualifications: Acctg or Fin Degree | CPA or relevant credential | 5+ years experience |Independent critical thinking and decision-making |Excellent writing and presentation skills
Human Resources Business Partner
Human Resources firm seeking individual with 3+ years HR generalist experience. Will provide all aspects of human resources services to client companies, including: labor law compliance, benefits management and payroll administration. Exceptional organization, communication and follow through skills required. Bachelor's Degree or related business services preferred. Candidate must currently have, or be prepared to obtain within 6 months of hire, PHR, CPHR, SPHR or commensurate certification. Competitive benefits and collaborative work environment.
International Tax Manager
We are seeking an EA or CPA experienced in international tax. This person can be based anywhere in the U.S. and this opportunity has a VERY FLEXIBLE work arrangement! The ideal candidate will have 5+ years international tax experience in a public accounting firm setting. Please contact: Murray Lee, Partner, KLR Executive Search Group P: 617.263.8098 E: mlee@klrsearchgroup.com
Legal Secretary - Falmouth, Massachusetts
Foley & Foley PC is looking for an experienced legal secretary to work in our Falmouth office. Interested candidates should send resume and cover letter to lizanne@foleylawpractice.com
Mgr./Dir. of Human Resources
Our client is seeking to hire an experienced HR professional in the Newport, RI area. This position reports directly to ownership of a 20+ year old, privately held company. The ideal candidate will have 5+ years at the Mgr. or Dir. level and a generalist in nature. Experience in an environment with government contracts would be fantastic! Please contact: Murray Lee, Partner, KLR Executive Search Group P: 617.263.8098 E: mlee@klrsearchgroup.com
Paralegal / Legal Assistant
Kienle Law, PC is a small boutique civil litigation firm in need of a full time Paralegal who will also handle some of the firm's administrative duties. Paralegal training and experience is a bonus. We offer a relaxed work environment with flexible hours. Candidates with experience with court calendaring, filing, and drafting of pleadings is a must. Experience with OSHA appeal work is a bonus.
Product Marketing Manager for an Innovative, Commercial Open-Source Software Company
Our client is an innovative, commercial open-source software company that builds a cloud-native event streaming platform to enable enterprises to easily access data as real-time event streams. They are seeking a Product Marketing Manager to drive GTM strategies and support sales and customer success enablement across product lines. (remote)
Sales and Marketing Data Analyst
Great growth opportunity for someone with 1-2 years out of college with prominent industrial distribution company serving the construction industry in the Northeast. Microsoft office proficiency required. Finance or marketing graduates. Contact: george.bukuras@milestoneba.com
Sales Executive for an Innovative SaaS Solution
Our client is an innovative project management and human capital SaaS offering spun out from an industry-leading consulting firm. They are seeking a sales executive to drive growth for their SaaS solution across several industries. This is a unique opportunity to be a part of a passionate team committed to making their product the leading project/program management software solution in the market. The ideal candidate will bring a strong software sales background and a passion for growing products and companies. This is a remote position.
Senior Consultant, Forensics and Litigation Services (FLS)
An FLS Consultant is team-oriented, naturally curious, engaged and enthusiastic. Consultants perform detailed analysis of financial statements to identify fraud or inaccuracies; analyze complex, voluminous data to quantify damages, and provide clear, concise support for conclusions. Qualifications: Acctg or Fin Degree | Candidate for CPA or relevant credential| 2+ years experience |Basic GAAP knowledge | Strong interpersonal skills | Independent critical thinking | Excellent communication | Advanced Excel & Word |Data Analytics
Tax Accountant Job Opening
Prestige Accounting Solutions, is one of North Atlanta's most trusted CPA Firm providing Tax Planning/Preparation, Payroll, Bookkeeping & Consulting specializing in legal & trust accounting. We help law firm owners make more money while working fewer hours using specialized accounting & tax strategies. Our client base is constantly growing and we are looking for a new tax accountant to add to the team. More details can be found using the following link: https://hrfortheculture.betterteam.com/tax-accountant-1
We are Hiring 5 New Positions! Lawyer, Paralegal, Marketing, Admin, Operations/IT
If you know someone whose soul is fed by making a real difference in our community and wants our firm to feel like a second home, let us know. We are a growing fast-paced estate planning and elder law firm looking for five new team members. We are not a typical law firm. We are also a MAC office, and you must be computer proficient and type at least 65 words per minute, accurately. Click here: https://www.goldfarbluu.com/goldfarb-luu-is-growing/)to learn more about our job postings, corporate culture, benefits and mission. We are committed to diversity, equity and inclusion.
$100M+ 1031 Exchange Requirement
Client with $100M+ 1031 Exchange Funds seeks California, Texas, Georgia Industrial Property
Business Bank with Japanese Specialty
One of our clients is exporting CBD products to Japan. They would like to work with a bank which has offices in the US and experience with business in Japan
Court Reporting Service
Looking for a good one, not one of the biggies, who can do the work, turn it around quickly, and not charge a fortune. US Legal keeps disappointing (and they bought Veritext, so one less option). Thanks.
Looking to Acquire Insurance Agency
We are looking for a privately-help property & casualty brokerage or book of business in Southern California. Ideally, the broker has been highly engaged with their clients and wants a transition that will honor their legacy.
Need Large Industrial Space- LA County
RE client of mine is looking for a specific type of space: Here are the ideal specs. (Lease and/or Buy Potential). Top Interest in LOS ANGELES: Downtown, Hollywood, East LA, Burbank, Glendale, North Hollywood, Mid City, Culver City, Santa Clarita Also of interest: Sun Valley, Van Nuys, Encino, Tarzana, Woodland Hills, Reseda, Square footage minimum: 150,000. Square footage ideal: 240,000. The larger the better. Maybe 'campus' of properties, a space with multiple buildings. All must have at least one large openspace of a min of 120' x 180' and 30ft ceilings Email david@novusunderiters.com

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