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

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 Washington DC based wealth management, with an office in Houston, is looking to add an Associate Financial Advisor to their team. This firm currently oversees $3 billion in AUM, with a clear and ambitious vision to grow to $30 billion over the next decade. Their growth strategy is driven by disciplined investment management, exceptional client service, strategic acquisitions, and advisor development.

The firm serves high-net-worth individuals, families, executives, and business owners, delivering comprehensive financial planning and institutional-quality investment management with a boutique client experience.

Position Overview

The Associate Financial Advisor plays a critical role in supporting senior advisors, strengthening client relationships, and developing into a lead advisory role over time. This position is designed for a driven, client-focused professional who wants a long-term career path within a rapidly scaling firm.

This is not a back-office planning role. It is a client-facing growth track position with a structured development path toward becoming a Lead Financial Advisor and managing client relationships independently.

Key Responsibilities

Client Support & Relationship Management

• Participate in client meetings alongside senior advisors

• Prepare and present financial planning analyses

• Assist in portfolio reviews and investment recommendations

• Proactively respond to client inquiries and service requests

• Maintain accurate client records and documentation

Financial Planning

• Develop comprehensive financial plans (retirement, tax strategy, estate coordination, risk management, cash flow planning)

• Run planning projections and scenario analyses

• Collaborate with tax professionals and estate attorneys when appropriate

• Identify planning opportunities within existing client relationships

Business Development

• Support senior advisors in prospect meetings

• Help prepare proposals and investment presentations

• Participate in networking and referral-building activities

• Develop personal business development skills with mentorship

Investment & Portfolio Support

• Assist with portfolio construction and rebalancing

• Conduct investment research as needed

• Monitor asset allocation and performance

Ideal Candidate

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field

• 2–5 years of experience in financial planning or wealth management

• CFP® designation (completed or in progress strongly preferred)

• Series 65 (or ability to obtain quickly)

Skills & Attributes

• Strong analytical and planning skills

• Excellent written and verbal communication

• High attention to detail

• Growth-oriented mindset

• Professional presence with high-net-worth clients

• Long-term interest in becoming a Lead Advisor

What Makes This Opportunity Unique

• Direct mentorship from senior advisors managing substantial client relationships

• Clear path to Lead Advisor and equity opportunities

• Exposure to complex, high-net-worth planning cases

• Participation in a firm scaling from $3B to $30B AUM

• Collaborative, team-based culture with institutional-level infrastructure

A sole practitioner probate and estate administration law firm in West Chester is seeking an experienced and detail-oriented Paralegal to support attorneys in all aspects of probate and estate administration matters. This position is ideal for a professional who is organized, client-focused, and comfortable managing estate files from opening through distribution.

Key Responsibilities

• Prepare and file probate and estate administration documents

• Draft probate petitions, inventories, certifications, accountings, and routine court filings under attorney supervision

• Assist with estate administration, including tracking assets, coordinating valuations, and monitoring distributions

• Communicate with clients, beneficiaries, courts, financial institutions, and other professionals with professionalism and empathy

• Manage case files, deadlines, calendars, and court-related schedules

• Maintain electronic and physical files in accordance with firm procedures

• Support attorneys with correspondence, document review, and case management tasks

• Perform general administrative and clerical duties as needed

Qualifications

• 2+ years of experience as a paralegal, preferably in probate, estate administration, or trusts & estates

• Familiarity with Pennsylvania probate procedures and court filing requirements preferred

• Strong organizational skills and exceptional attention to detail

• Excellent written and verbal communication skills

• Ability to manage multiple matters and deadlines simultaneously

• Proficiency with Microsoft Office and legal practice management software

• Ability to handle confidential and sensitive information with discretion

Education & Certification

• Associate’s or Bachelor’s degree preferred

• Paralegal certificate is a plus, but not required

Personal Attributes

• Professional, dependable, and proactive

• Compassionate and patient when working with clients and families during difficult times

• Strong problem-solving and time-management skills

• Ability to work independently and collaboratively in a small firm environment

A well-established, family-run medical practice near Fairfax is seeking to add a third member to their administrative team. This person will be a Patient Services and Insurance Verification Specialist and will assist the other members of the team.

This role is ideal for someone who enjoys working directly with patients while also managing the critical behind-the-scenes work of insurance verification and billing support.

Position Overview

This individual will serve as a key point of contact for patients, with a primary focus on insurance verification, benefits coordination, and patient financial communication. The role also includes front desk responsibilities and administrative support to ensure smooth daily operations.

Key Responsibilities

Insurance Verification & Patient Financial Coordination (Primary Focus)

• Verify patient insurance eligibility, coverage details, and benefits prior to appointments and procedures

• Obtain and track pre-authorizations and referrals as required by insurance providers

• Communicate coverage details, estimated costs, and financial responsibilities clearly to patients

• Investigate and resolve insurance discrepancies or eligibility issues before patient visits

• Assist patients with billing questions, claims status, and explanation of benefits (EOBs)

• Coordinate with insurance companies to ensure accurate and timely processing of claims

Patient Intake & Registration

• Collect and verify patient demographic and insurance information with a high level of accuracy

• Ensure all documentation complies with HIPAA and practice standards

• Maintain and update patient records in the system

Front Desk & Patient Interaction

• Provide a high level of customer service and create a welcoming office environment

• Serve as a resource for patients navigating appointments, insurance, and billing processes

Communication

• Handle incoming phone calls and emails related to scheduling, insurance questions, and general inquiries

• Follow up with patients regarding insurance issues, missing information, or authorization updates

Administrative Support

• Maintain organized records and documentation related to insurance verification and patient accounts

• Assist with data entry, scanning, filing, and other office tasks as needed

• Support providers and clinical staff with administrative coordination

Qualifications

• High school diploma or equivalent (additional healthcare administration training a plus)

• 1+ years of experience in a medical office, with strong emphasis on insurance verification or medical billing preferred

• Knowledge of insurance plans, eligibility verification, referrals, and prior authorizations

A fast growing Registered Investment Advisor with approximately $3 billion in AUM, backed by a strong leadership team and a clear mandate for inorganic growth, is looking to add a Director of Corporate Development to their team as part of their next phase of expansion. This person will lead acquisition strategy and execution and is ideal M&A professional who wants ownership, visibility, and the opportunity to materially shape the growth of a scaled RIA firm.

This company is headquartered in Tysons, VA and would have the ability to have the future Director of Corporate Development be remote given they have a deep understanding of the M&A RIA landscape and players in the game. It will also require occasional travel to DC to meet with the team and throughout the United States to potential acquisition sites.

The Opportunity

• Lead 2–3 acquisitions per year, totaling approximately $1.5 billion in acquired AUM annually

• Serve as the point person for the entire deal lifecycle, from sourcing through integration

• Work directly with the CEO and executive leadership team to drive long-term growth strategy

• Build repeatable acquisition and integration processes in a highly active deal environment

Key Responsibilities

• Source and evaluate potential acquisition targets (RIA and wealth management firms)

• Lead valuation, financial modeling, and investment committee materials

• Manage due diligence processes across financial, operational, legal, and cultural dimensions

• Negotiate transaction structures, purchase agreements, and key deal terms

• Coordinate with internal and external stakeholders (legal, compliance, finance, advisors)

• Oversee post-close integration planning and execution to ensure retention and value creation

• Track and report on acquisition performance and synergy realization

Ideal Candidate Profile

• 7-12+ years of experience in corporate development, M&A, investment banking, private equity, or RIA acquisitions

• Strong understanding of RIA economics, advisor succession, and valuation frameworks

• Proven experience executing multiple transactions annually

• Exceptional financial modeling, analytical, and negotiation skills

• Comfortable operating in a lean, entrepreneurial environment

• Strong communication skills with the ability to influence senior stakeholders

• High integrity, sound judgment, and a collaborative mindset

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.