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MEMBER EXCHANGE

The Member Exchange

November 29, 2021

There are 14 advisor and 12+ job opportunities this week
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Arizona Family Law Attorney
Family law attorney for divorce/dissolution to represent husband. Aggressive practitioner sought. Email referrals to: andrea@starrett.law
Conservatorship - Orange County
Looking for attorney to assist client with obtaining a conservatorship over parent who has recently become incapacitated.
Des Moines/Iowa T&E Attorney
Looking for a referral for a Des Moines/broader Iowa-based T&E attorney. Clients are a young family, ~$4 million NW. Looking to put together planning docs.
Factoring of Accounts Receivable / ABL
I have a client who is exploring invoice factoring for her healthcare practice. Approximately 95% of her receivables are Medicare related - many bankers avoid healthcare. Interested in having a conversation with a financial resource who operates in this area.
Florida Estate Attorney
We have a need for a Florida estate attorney for a small estate matter related to real estate inheritance.
IT Software Implementation
I have a client who is looking to upgrade its IT inventory software system. The client is in the grocery store business and is looking for a specialized grocery software system to convert from a periodic to a perpetual system. Please contact me for additional information at dsnyder@greenhassonjanks.com
Operations Systems and Process Consultant - Real Estate Brokerage
I have a client that runs a brokerage team focused on multi-family. They are trying to streamline some operating processes with the goal of improving efficiency and standardization. I am trying to find an operations consultant for an engagement to help this company evaluate and implement.
Personal CPA DE
Need a Delaware CPA for a client with ~$3mm net worth
Real Estate Litigation
Seeking a real estate litigation defense attorney in Bakersfield
SBIR Legal and/or Accounting Help
A startup client coming out of a major local university is seeking advice on moving from an NSF SBIR grant to an operating company: "We are incorporated as an LLC and trying to re-incorporate as a Delaware C-Corp, but a few barriers are in the way. It's unclear if we are allowed to re-incorporate during our NSF SBIR Phase I Grant. Potential option is to make a parent Delaware C-Corp. We are waiting to hear back from our NSF SBIR Program Director." Please reach out to me if interested in advising
Seeking Recruiter in Renewable Energy Space
A friend of mine is looking for an executive recruiter who can help him find a new position within the renewable energy space. Can send me recommendations if you have them please? I'm at john.choe@finarc.com
Seeking to Connect with 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.
St Clair County, Illinois Criminal Defense
Searching for attorney to defend against felony and misdemeanor domestic assault charges in St Clair County Illinois.
Sweepstakes Attorney - LA Area
A client (influencer, TV personality) in the LA area wants to run a sweepstakes for a book giveaway, and needs advice on preparing the rules and running the sweepstakes in compliance with CA law.
Associate Attorney
Small, successful Los Angeles plaintiffs law firm that focuses on health insurance bad faith, catastrophic personal injury, and sexual abuse cases seeks a strong writer to handle firm?s law and motion, strategically direct cases, and conduct discovery. Seeking a self-starter, a strategic thinker, an efficient tasker, a problem solver, and a team player. Must be passionate about getting justice for those wronged. JD with 3+ years experience and familiarity with California state and federal court procedure and substantive law required. Contact stacig@scottglovskylaw for full job description.
Associate Attorney (3-5 year)
Miller Law Partners is hiring! MLP is seeking a highly qualified, motivated attorney with 3-5 years of employment litigation experience to join our growing team. Candidates must have significant litigation experience, excellent legal research, writing and analytical skills, a strong work ethic, and a sense of ownership and pride in their work. This position is not remote and is based in our Woodland Hills office. Qualified candidates are invited to submit a resume and cover letter to ikaufman@millerlawpartners.com
Business Broker / M&A Intermediary
Transworld Business Advisors, San Diego North is seeking individuals with superior business and sales experience to join winning team of professional commissioned Business Brokers and M&A Intermediaries. High success fees (annual potential = $100k plus), training and support supplied. Protected Marketing Territory. Requires CA Real Estate License. Familiarity with the Asian community and being bilingual would be preferred.
Corporate Associate - Los Angeles
Nolan Heimann LLP is seeking a mid to senior level corporate associate to join our growing boutique firm. Candidate will assist in our practice of helping creative thinkers and business makers identify new opportunities, set goals, and develop revenue-generating action plans supported by sound legal structures. The ideal candidate will have 7+ years of related experience in corporate transactions and be familiar with some or all of our practice areas' distinct needs. Matters on which you will work will be diverse, and include entertainment, start-ups, cannabis, and cryptocurrency
CPA - San Francisco
Our faith based client is looking to add a CPA to their firm. You can either join the firm OR bring your clients and merge with them. MUST KNOW CA TAX CODE. You will proactively create many robust tax strategies for our affluent clients (net worth $2m+) You will project, prepare & file tax returns and quarterly estimates. YOU CAN WORK 100% FROM HOME. This can be part-time also!
CPA - Silicon Valley
Our client is adding a CPA to their team This can be 100% work form home MUST KNOW CA TAX CODE You will proactively create many robust tax strategies for our affluent clients (net worth $2m+) Project, prepare & file tax returns and quarterly estimates
Experienced Probate Litigation Attorney
Estate planning / family law firm with locations through Southern California is looking for an experienced probate litigation attorney to head up a probate litigation department
Looking for an experienced Senior Tax Accountant to join our team!
Urquidez & Associates, CPAS is a dynamic CPA firm in Long Beach with a unique focus on serving small business and individual clients through long-term relationships. Every aspect of our practice is focused on providing clients with a personal touch and a genuine feeling of being valued along with excellent tax and accounting services. Apply at https://www.urquidezcpas.com/Join-Us
Part-time Civil Business Litigation Associate
Boutique civil business law firm seeks a highly skilled, experienced part time litigator with 3 to 5 years experience. Large firm experience preferred. Initial responsibilities will include research, preparing discovery requests and responses, and motion drafting. Initial engagement will be part time, approximately 15 to 20 billable hours per week, and may grow to full time as client matters and the attorney's time are available. Hybrid remote and in-office work space available. The firm is in the highly walkable historic downtown area of La Mesa, California.
Tax Manager
The Tax Manager is responsible for overseeing all employees in the tax department, and client work product in the areas of accounting and taxation. This includes tax return preparation and review, tax and accounting research, maintenance, updating and input of client records, interaction with clients, maintaining and improving new and existing client relations, preparing departmental profitability reporting, client appointments for quarterly tax planning, supervising and evaluating direct and indirect reports, all tax related inquiries and responses, 1099's and W-2's, Sales Tax Returns, etc.

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