Current Job Openings

A top accounting and advisory firm is looking to add several people to their team at the associate level as we head in to 2026!

Locations:

• Atlanta

• Boston

• Charlotte

• Chicago

• Cleveland

• Dallas

• Denver

• Detroit

• Miami

• Houston

• New York City

• Philadelphia

• San Francisco

• Washington DC (Baltimore and Richmond Included)

Position Overview

The Senior Associate will play a key role in delivering high-quality accounting and financial advisory services to a diverse client base, including public and private companies. This individual will work closely with managers and partners to support complex accounting matters, transactions, and financial reporting initiatives while also mentoring junior team members.

Key Responsibilities

• Serve as a primary project team member on client engagements, delivering technical accounting and financial reporting support

• Assist clients with complex accounting issues, including revenue recognition, lease accounting, business combinations, stock-based compensation, and adoption of new accounting standards

• Support transaction-related activities such as IPO readiness, carve-outs, mergers and acquisitions, and divestitures

• Prepare and review financial statements, footnotes, and technical accounting memoranda in accordance with U.S. GAAP and/or IFRS

• Collaborate directly with client finance teams, auditors, and other advisors to ensure accurate and timely deliverables

• Supervise, train, and mentor associates, providing feedback and performance guidance

• Contribute to practice development through thought leadership, process improvements, and internal initiatives

Qualifications

• Bachelor’s or Master’s degree in Accounting or related field

• CPA license (or active pursuit) strongly preferred

• 3-6 years of relevant experience in public accounting, consulting, or a combination of public and industry experience

• Strong knowledge of U.S. GAAP; IFRS experience a plus

• Experience with technical accounting, financial reporting, and/or transaction advisory engagements

• Excellent analytical, communication, and project management skills

• Ability to manage multiple engagements in a fast-paced, client-service environment

What Success Looks Like

• Consistently delivering high-quality, technically sound work

• Building strong client relationships and earning trust as a reliable advisor

• Effectively leading portions of engagements and developing junior team members

• Demonstrating intellectual curiosity and a proactive approach to problem-solving

Location: Bala Cynwyd, PA (significant travel required)

Reports to: Executive Leadership

Overview

A growing real estate investment and operating platform is seeking a Vice President of Multifamily Operations to oversee a diverse portfolio of apartment communities. This leadership role combines operations, asset management, and transaction involvement, and is ideal for someone who thrives in a fast-paced, entrepreneurial environment.

The position will play a key role in driving property performance, supporting acquisitions and dispositions, and establishing scalable operational frameworks across the portfolio.

Key Responsibilities

Portfolio Operations Leadership

• Direct oversight of day-to-day operations across a multifamily portfolio, ensuring strong performance in occupancy, NOI, and resident satisfaction

• Lead and develop regional and corporate teams, including hiring, coaching, and performance management

• Establish and maintain consistent operating standards across leasing, maintenance, compliance, and customer experience

• Conduct regular property visits to assess operations, physical condition, and team effectiveness

• Identify operational inefficiencies and implement strategies to improve performance and scalability

Transactions & Asset Strategy

• Participate in evaluating new investment opportunities, including underwriting and due diligence

• Contribute to business plan development for acquisitions and oversee execution post-close

• Support financing efforts by preparing materials and assisting with lender coordination

• Partner with internal and external stakeholders throughout acquisition, refinance, and disposition processes

Financial Oversight & Performance

• Lead annual budgeting and ongoing forecasting processes across the portfolio

• Review operating results, analyze variances, and implement action plans to drive performance

• Oversee revenue optimization strategies including pricing, leasing velocity, and occupancy management

• Ensure disciplined expense management and vendor oversight

Leasing, Marketing & Market Intelligence

• Monitor local market conditions including rents, concessions, and competitive positioning

• Ensure leasing and marketing strategies are aligned with asset-level goals

• Oversee online presence and listing accuracy across digital platforms

Capital Improvements & Asset Quality

• Identify and prioritize capital projects to enhance asset value and resident experience

• Collaborate with leadership on capital planning and execution strategies

• Oversee project implementation in coordination with construction and maintenance teams

Stakeholder Communication & Risk Management

• Serve as a key point of contact for ownership and investment partners

• Provide regular updates on portfolio performance, risks, and opportunities

• Maintain relationships with lenders and support reporting requirements

• Respond quickly to operational challenges and manage escalated issues or emergencies

Qualifications

• Bachelor’s degree in Real Estate, Finance, Business, or related field preferred

• 10+ years of multifamily experience across operations, asset management, and/or investments

• Proven track record of improving asset performance and driving portfolio value

• Strong financial acumen, including budgeting, forecasting, and KPI analysis

• Experience with property management platforms (e.g., Yardi, RealPage) and advanced Excel skills

• Ability to operate both strategically and tactically in a hands-on environment

• Strong leadership, communication, and problem-solving capabilities

A boutique registered investment advisory firm is seeking a hands-on compliance leader to manage the firm's compliance program. This is an excellent opportunity for an experienced compliance professional who enjoys operating as a strategic partner to leadership while maintaining day-to-day ownership of regulatory and compliance responsibilities.

The ideal candidate will be proactive, collaborative, and comfortable working in a small firm environment where they can make a meaningful impact on the organization's compliance framework and risk management initiatives.

Position Summary

This individual will oversee all aspects of the firm's compliance program, including regulatory filings, compliance monitoring, policy administration, marketing review, personal trading oversight, and regulatory examination support. This individual will serve as the firm's primary compliance resource and work closely with leadership to ensure ongoing adherence to regulatory requirements and industry best practices.

This role offers the opportunity to influence firm-wide policies, procedures, and risk management initiatives while helping support the continued growth of the organization.

Key Responsibilities

Compliance Program Leadership

• Oversee and administer the firm's compliance program in accordance with SEC and Investment Advisers Act requirements

• Monitor regulatory developments and assess their impact on firm operations

• Partner with leadership to maintain and enhance a robust compliance framework

• Provide practical compliance guidance and recommendations to management

Regulatory Oversight & Risk Management

• Manage compliance testing and monitoring activities, including annual reviews and risk assessments

• Identify potential compliance risks and develop effective mitigation strategies

• Assist with regulatory examinations, audits, and information requests

• Prepare and maintain required regulatory filings and documentation

Policies, Procedures & Training

• Draft, update, and maintain compliance policies and procedures

• Administer the firm's Code of Ethics and personal securities transaction monitoring program

• Conduct compliance training and educational programs for employees

• Coordinate annual compliance meetings and ongoing compliance communications

Marketing & Vendor Oversight

• Review marketing and client communications for regulatory compliance

• Assist with oversight of third-party vendors and service providers

• Support cybersecurity, business continuity, and disaster recovery compliance initiatives

Investment Compliance Support

• Oversee investment guideline monitoring and compliance reporting

• Assist with compliance reviews related to advisory activities and client portfolios

• Support compliance processes surrounding separately managed accounts and model portfolio programs

Qualifications

• Bachelor's degree required

• 3–5+ years of investment adviser, asset management, or financial services compliance experience

• Strong understanding of the Investment Advisers Act of 1940 and related SEC regulations

• Experience supporting or participating in regulatory examinations

• Familiarity with advisory products, managed accounts, and portfolio management environments

We are seeking a reliable and detail-oriented Part-Time Accountant to support our financial operations. This role will assist with day-to-day accounting functions including accounts payable/receivable, invoicing, reconciliations, expense tracking, payroll support, and financial reporting. The ideal candidate is organized, proactive, and comfortable working in a fast-paced small business environment.

Responsibilities:

Financial Operations & Reporting

• Process invoices and maintain accurate financial records

• Reconcile bank and credit card statements

• Support monthly and year-end financial reporting

• Prepare budget vs. actual variance analyses

• Assist with annual budgeting and forecasting

Accounts Payable & Receivable

• Manage accounts payable and receivable

• Follow up on past-due invoices and manage collections

• Set up new customer accounts and credit terms

• Onboard vendors and manage vendor relationships

• Process customer refunds and credits

Payroll & Benefits

• Assist with payroll and employee expense reporting

• Assist with benefits administration reconciliation (health insurance, retirement contributions)

Tax & Compliance

• Help maintain compliance with accounting procedures and documentation

• Coordinate with external CPAs for year-end tax preparation and 1099 issuance

• Maintain W-9s for vendors and contractors

• Support business license renewals and annual report filings

• Assist with business insurance renewals

Qualifications:

• Previous accounting or bookkeeping experience preferred

• Proficiency in QuickBooks and Microsoft Excel

• Strong attention to detail and organizational skills

• Ability to manage multiple priorities independently

• Excellent communication and problem-solving abilities

This is a flexible part-time position with the opportunity to grow alongside a mission-driven company focused on safety, preparedness, and exceptional customer service.

A well-established, family-owned, TMJ therapy practice in West Falls Church is seeking a Business Manager / Director of Operations to succeed a long-tenured leader who is preparing for retirement. This is a unique opportunity to step into a highly impactful role within a stable, single-provider practice known for its personalized patient care.

This position offers a transition period with the current Business Manager to ensure continuity and a smooth handoff of responsibilities.

Position Overview

The Business Manager / Director of Operations will oversee all non-clinical aspects of the practice. This is a highly visible, hands-on role requiring the ability to manage daily operations while also supporting financial performance, patient coordination, and overall business strategy.

The role is ideal for someone comfortable operating in a small office environment where flexibility, ownership, and initiative are essential.

Key Responsibilities

Practice Operations & Leadership

• Oversee day-to-day operations to ensure efficiency and a high-quality patient experience

• Serve as the primary point of contact for staff, patients, and external partners

• Manage office workflows, policies, and procedures

• Identify and implement process improvements to enhance operations and patient flow

Financial Management & Reporting

• Manage accounts receivable, accounts payable, and overall cash flow

• Oversee billing processes, collections, and financial tracking

• Prepare financial reports and provide insights to the provider

• Monitor key performance indicators and overall practice profitability

Insurance & Revenue Cycle Oversight

• Oversee insurance verification, pre-authorizations, and claims management

• Resolve complex billing or insurance issues

• Ensure accuracy in coding, documentation, and reimbursement processes

Patient Experience & Front Office Support

• Provide front desk support as needed, including check-in/check-out and scheduling

• Address escalated patient concerns with professionalism and empathy

• Maintain a welcoming and patient-focused office environment

Vendor & Office Management

• Manage relationships with labs, suppliers, and service providers

• Oversee purchasing, inventory, and equipment needs

• Coordinate facility operations and ensure regulatory compliance

Human Resources & Staff Support

• Assist with recruiting, onboarding, and training of staff

• Support scheduling, payroll coordination, and performance management

• Promote a positive and collaborative workplace culture

Strategic & Administrative Support

• Partner with the provider on operational decisions and growth initiatives

• Support marketing efforts and referral relationships

• Ensure compliance with HIPAA and applicable healthcare regulations

Qualifications

• 7+ years of experience in healthcare operations, medical office management, or a similar role

• Experience in a small practice or solo-provider environment strongly preferred

• Strong understanding of insurance processes, billing, and revenue cycle management

• Demonstrated ability to manage multiple responsibilities independently

Skills & Attributes

• Highly organized with strong attention to detail

• Ability to multitask and prioritize in a fast-paced environment

• Strong interpersonal and communication skills

• Financial acumen and comfort managing budgets and reporting

• Proactive, dependable, and capable of taking full ownership of responsibilities

What Makes This Role Unique

• Structured transition and knowledge transfer from the retiring Business Manager

• High level of autonomy and visibility within the practice

• Direct partnership with the provider on both operations and business decisions

• Long-term stability within an established, patient-focused practice

A law firm in Media is seeking an experienced, detail-oriented Estate & Probate Paralegal to support our estate planning, estate administration, and estate litigation practice areas. We are looking for a professional who thrives in a collaborative environment and can independently manage estate administration matters from opening through closing.

Responsibilities

• Assist attorneys with all phases of estate administration and probate matters

• Prepare and assemble probate and estate administration documents

• Open and organize estate files; track deadlines, filings, and required documentation

• Prepare inheritance tax returns and related filings

• Assist with estate administration management and client communications

• Prepare formal and informal estate accountings

• Support attorneys with estate litigation matters, including preparation for audits and hearings

• Coordinate with clients, financial institutions, courts, and government agencies as needed

Qualifications

• Minimum of 3 years of experience in estate administration and probate work

• Strong knowledge of Pennsylvania estate and probate procedures preferred

• Excellent organizational skills and attention to detail

• Ability to manage multiple matters and deadlines efficiently

• Strong written and verbal communication skills

• Proficiency with Microsoft Excel and legal practice management software, including Sage Timeslips and Lackner (or comparable estate administration software)

What We Offer

• Collegial and supportive work environment

• Competitive salary commensurate with experience

• Excellent benefits package

• Opportunity to work closely with experienced attorneys in a respected community law practice

A mid-sized public accounting firm in Center City is looking to add a senior audit associate to their team before the holidays. This is a firm that just launched an audit division within the past year and is looking for people who want to work on a variety of projects with Philly based companies. This position will also have significant external client facing work and exposure to the internal executive team.

Key Responsibilities:

• Lead audit engagements from planning to completion, ensuring timely and accurate delivery.

• Perform risk assessments, test internal controls, and evaluate financial reporting processes.

• Prepare and review financial statements and audit documentation in compliance with U.S. GAAP and auditing standards.

• Supervise, coach, and provide feedback to junior associates.

• Maintain strong client relationships, serving as a primary point of contact during audit engagements.

• Identify process improvements and provide recommendations to clients.

• Stay current on regulatory and industry developments impacting audit practices.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field required; Master’s preferred.

• CPA license required.

• Minimum of 3 years of relevant public accounting/audit experience.

• Strong technical knowledge of U.S. GAAP, GAAS, and PCAOB standards.

• Excellent analytical, organizational, and communication skills.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Demonstrated leadership experience and team mentoring.

A mid-sized public accounting firm in Center City is looking to add a senior tax associate to their team before the holidays. This is a firm that is tax-focused and is looking for people who want to work on a variety of tax matters with Philly based individuals, partnerships, and companies. This position will also have significant external client facing work and exposure to the internal executive team.

Key Responsibilities:

• Prepare and review individual, corporate, partnership, and trust tax returns, ensuring accuracy and compliance with tax laws and regulations.

• Analyze and interpret tax laws, rulings, and regulations to provide proactive tax planning and advice to clients.

• Assist in managing client relationships by addressing their tax-related queries and providing expert guidance.

• Perform research on tax issues and keep up-to-date with changes in tax laws and regulations.

• Collaborate with other members of the team to offer comprehensive financial solutions to clients.

• Assist in the identification and implementation of tax-saving opportunities for clients.

• Participate in client meetings and presentations, effectively communicating complex tax concepts in a clear and concise manner.

• Contribute to the development and improvement of tax policies, procedures, and internal controls.

• Maintain accurate and organized documentation of tax workpapers and client files.

Qualifications:

• Bachelor's degree in accounting, finance, or related field.

• Has or working towards CPA is preferred.

• 3-5 years of relevant tax experience in public accounting.

• Strong knowledge of federal, state, and local tax laws and regulations.

• Great communication and attitude.

Tax Manager

Mid-sized public accounting firm in Center City is seeking a Tax Manager for their growing organization. This person will have the ability to grow within the firm, work on a wide range of returns, and help drive strategic growth.

Salary: $100k - $160k

Responsibilities include:

• Tax return review and comprehensive planning for individual, fiduciary, partnership, and corporate clients;

• Management of key individual and business client accounts;

• Work directly with staff and senior accountants on their professional development and accounting acumen;

• Perform tax research to ensure optimal treatment for sophisticated client transactions;

• Remain current and up-to-date on changes in tax law and accounting procedures;

• Assist shareholders with billing client accounts;

• General business and management advisory services.

The ideal candidate should possess the following qualifications and skills:

• Bachelor’s degree in accounting or finance (required);

• CPA license (required);

• 5+ years of experience in public accounting (required);

• Experience with high-net-worth individual clients, real estate, and start-up businesses strongly preferred;

• Strong general tax knowledge;

• Proven leadership ability and desire;

• Ability to build relationships and work well with a busy team;

• Excellent communication, interpersonal, and organizational skills;

• Proper phone and client relations etiquette;

• Ability to work independently;

• Savvy computer skills required and CCH products, QuickBooks, and XCM experience a plus;

• Proficiency in Microsoft Office programs.

The ideal candidate should also possess the following characteristics:

• High cognitive, emotional, and social intelligence;

• Collaborative team mentality;

• Punctuality;

• Flexibility;

• Entrepreneurial mindset.

This is a thriving, energetic firm with a broad client base and diverse range of work. The position offers health, dental, 401k, and other benefits, as well as bonus opportunities and a signing bonus. 

Location: Greater Philadelphia Region (Remote / Field-Based)
Territory: Eastern PA, NJ, DE & Northern MD (based on candidate location)

Overview

A growing, family-owned industrial supply and wholesale distribution company is seeking a relationship-driven Account Manager to support and grow customer accounts across the Greater Philadelphia region. This role is focused primarily on Vendor Managed Inventory (VMI), customer relationship management, and account support, with additional opportunity to develop new business within aligned markets.

This is an excellent opportunity for someone with industrial, MRO, maintenance, parts, or supply experience who enjoys working directly with customers and solving operational challenges in the field.

Position Summary

The Account Manager will serve as a trusted partner to industrial and MRO customers by ensuring critical products remain organized, stocked, and readily available. This individual will regularly visit customer sites, manage inventory programs, identify operational needs, and provide hands-on support related to industrial products and supply solutions.

The ideal candidate is self-motivated, customer-focused, and comfortable working independently while building strong long-term client relationships.

Key Responsibilities

Account Management & Customer Support

• Manage and maintain existing customer relationships through regular on-site visits and service calls

• Build strong partnerships with industrial, manufacturing, contractor, fleet, and MRO customers

• Develop an understanding of customer operations, usage patterns, and inventory needs

Vendor Managed Inventory (VMI)

• Oversee VMI programs at customer locations, including inventory monitoring and replenishment

• Organize bins, cabinets, and storage systems to ensure efficiency and product accessibility

• Maintain clean, accurate, and well-labeled inventory areas

Product Support & Recommendations

• Provide practical product recommendations and solutions related to fasteners, shop supplies, and industrial products

• Prepare replenishment orders, quotes, and inventory recommendations based on customer demand and upcoming projects

• Help customers improve inventory management and operational efficiency

CRM & Operational Coordination

• Maintain accurate CRM records including visit notes, quotes, schedules, and account activity

• Coordinate with internal support teams to ensure timely order fulfillment and customer service

• Identify opportunities to expand service offerings within existing accounts

Qualifications

• Prior experience in industrial sales, MRO, manufacturing, maintenance, parts distribution, or related field preferred

• Experience with Vendor Managed Inventory (VMI) programs is a plus

• Strong relationship-building and customer service skills

• Mechanical aptitude or hands-on industrial experience highly valued

• Ability to work independently and manage a territory effectively

Skills & Attributes

• Self-starter with strong organizational skills

• Excellent communication and follow-through

• Customer-focused mindset with strong problem-solving abilities

• Comfortable working in both warehouse/shop and customer-facing environments

• Ability to manage multiple priorities across a field-based territory