Current Job Openings

  • A full service landscaping company near West Chester is looking to add either a Director of Human Resources or VP of Human Resources to their team. This person will join a team that already has a built out HR function and take over for the VP of HR who is retiring.

    Key Responsibilities

    • Lead and oversee all HR functions, policies, and initiatives aligned with the company’s values and strategic goals.

    • Develop and implement effective employee engagement, conflict resolution, and disciplinary processes.

    • Serve as a key advisor and coach to management on employee relations, performance, and legal compliance issues.

    • Drive initiatives that enhance workplace culture, retention, and employee satisfaction.

    • Oversee recruitment, onboarding, and workforce planning to attract and retain top talent in the industry.

    • Ensure compliance with all federal, state, and local employment laws and regulations.

    • Support and improve training programs focused on leadership, safety, communication, and career development.

    • Monitor and report on key HR metrics and provide strategic guidance for improvement.

    • Lead HR team members and oversee daily department operations, including payroll, benefits, and recordkeeping.

    Qualifications

    • Bachelor’s degree in Human Resources, Business Administration, or related field (Master’s preferred).

    • SHRM-SCP, SPHR, or equivalent certification highly preferred.

    • 10+ years of progressive HR experience, with at least 5 years in a leadership role.

    • Proven expertise in employee relations, conflict resolution, and organizational development.

    • Experience in construction, landscaping, or similar field/blue-collar workforce environments preferred.

    • Strong working knowledge of employment law and HR best practices.

    • Excellent communication, interpersonal, and leadership skills.

    • Ability to build rapport across all levels of the organization and lead with empathy, fairness, and consistency.

    Salary Expectations: $140k -$200k

  • A small dental office near Fairfax is looking to add an office manager to their team. This office has been in business for over a decade and the office manager will serve as the first point of contact for patients, providing exceptional customer service, managing appointments, and assisting with administrative tasks to ensure the smooth operation of the practice.

    Salary: $45k - $57.5k

    Position Summary:

    The Office Manager will oversee the day-to-day operations of the dental office, ensuring efficiency, excellent patient service, and compliance with all regulations. This role requires strong leadership, attention to detail, and the ability to multitask in a fast-paced environment. The ideal candidate will have dental office management experience and a passion for creating a great workplace for staff and patients alike.

    Key Responsibilities:

    • Manage daily front-office operations, including scheduling, patient check-in/out, and phone/email communications

    • Supervise and support administrative and front-desk staff

    • Maintain patient records in compliance with HIPAA regulations

    • Oversee billing, insurance verification, and claims processing

    • Track office expenses, budgets, and supply inventory

    • Coordinate with dental providers to optimize appointment flow and patient satisfaction

    • Handle hiring, training, and performance reviews for office staff

    • Implement and maintain office policies, procedures, and safety protocols

    • Address patient concerns and resolve scheduling or billing issues promptly

    • Serve as the main point of contact for vendors, service providers, and other partners

    Qualifications:

    • 2+ years of office management experience preferred (medical office management experience is preferred)

    • Excellent leadership, communication, and customer service skills

    • Strong organizational skills with attention to detail

    • Ability to multitask and problem-solve under pressure

    • Knowledge of OSHA and HIPAA compliance requirements

    • Knowledge of dental billing and insurance processes is a plus

    Schedule:

    Monday - Friday

  • Salary Expectations: $40k -$50k

    About Us:

    A small but innovative technology distributor near Exton, PA, is looking to add an Accounting & HR Assistant to their team and report directly to the Controller. This person with help both the human resources and accounting functions, helping with organization, compliance, and financially accuracy as they grow.

    Position Summary:

    The Accounting & HR Assistant will provide administrative support to the HR and Accounting departments, ensuring accurate recordkeeping, smooth internal processes, and timely completion of tasks. This is a dual-role position ideal for someone who enjoys variety in their work, can handle confidential information with discretion, and thrives in a small business environment.

    Key Responsibilities:

    Accounting Support:

    • Process vendor invoices, expense reports, and purchase orders

    • Assist with accounts payable and accounts receivable tracking

    • Support monthly reconciliations and reporting

    • Maintain organized financial records and documentation

    • Assist with payroll processing and employee expense reimbursements

    Human Resources Support:

    • Assist with recruitment efforts, including posting job ads, scheduling interviews, and coordinating onboarding paperwork

    • Maintain accurate employee records and HR files in compliance with applicable laws

    • Process new hire forms, benefits enrollments, and employee changes

    • Track PTO, attendance, and other HR-related data

    • Assist with employee communications, training schedules, and policy updates

    Qualifications:

    • Associate’s degree in Accounting, Business Administration, or related field (Bachelor’s degree a plus but not required)

    • 1–3 years of administrative, HR, or accounting experience

    • Proficiency in QuickBooks, Intuit Enterprise software, or similar accounting software, and MS Office Suite (Excel proficiency required)

    • Strong organizational skills with high attention to detail

    • Ability to handle sensitive information with professionalism and confidentiality

    • Excellent verbal and written communication skills

    • Ability to prioritize tasks and meet deadlines in a fast-paced environment

  • About The Opportunity

    A well-established and highly regarded public accounting firm headquartered in Haddonfield, NJ is looking to add a Tax Manager to their team who will ascend to the position of Managing Partner within the next two years. This firm has over 30 years of trusted service and has built long-term relationships with a loyal client base. In addition, this organization prides themselves on providing personalized tax and advisory services, maintaining a collegial and collaborative work environment, and upholding the highest professional standards.

    As their current managing partner approaches retirement, they are seeking a Tax Manager who not only brings deep technical expertise but also the ambition and entrepreneurial drive to eventually take over the firm's book of business and leadership.

    Position Summary

    This is a unique opportunity for a rising professional in public accounting who is ready to step into a leadership role. The ideal candidate will have significant tax experience, client relationship skills, and a vision for long-term growth. You will work closely with the managing partner to ensure a smooth transition of responsibilities, clients, and firm management.

    Key Responsibilities

    • Manage and review individual, corporate, partnership, and fiduciary tax returns

    • Lead client engagements and maintain strong, trusted advisor relationships

    • Supervise and mentor junior staff and seniors within the firm

    • Handle tax planning, research, and compliance for a diverse client portfolio

    • Participate in firm management decisions and strategic planning

    • Gradually assume responsibility for the firm’s book of business and leadership

    Qualifications

    • CPA license required

    • Minimum 5–10 years of experience in public accounting with a focus on tax

    • Demonstrated leadership and staff management capabilities

    • Strong client relationship skills with a proactive communication style

    • Entrepreneurial mindset and interest in future firm ownership

    • Familiarity with UltraTax, QuickBooks, and Microsoft Office Suite a plus

    What They Offer

    • Competitive compensation and benefits package

    • Clear, direct pathway to full firm ownership

    • Stable, loyal client base and established operational infrastructure

    • Opportunity to shape the future of the firm as its next managing partner

    Salary Expectations: $110k - $150k

  • A real estate company near Philadelphia is looking to add a Chief Accounting Officer to their team due to company growth. This organization has been around for 75+ years and has a robust portfolio spanning development, construction, asset management, and property management. Their end-to-end platform allows them to deliver exceptional value across the real estate lifecycle - from acquisition to long-term ownership.

    Position Summary

    The Chief Accounting Officer (CAO) will serve as a key member of the executive leadership team, overseeing all accounting functions across the company’s platform. Reporting directly to the CFO, the CAO will drive the integrity of the company’s financial systems, ensure best-in-class accounting practices, and provide strategic guidance to support continued growth and investment performance.

    Key Responsibilities

    • Lead and manage all accounting functions, including general ledger, consolidations, property-level accounting, corporate accounting, and construction accounting.

    • Oversee the preparation of timely and accurate financial statements in accordance with GAAP and applicable industry standards.

    • Ensure compliance with all internal controls, accounting policies, and regulatory requirements (including audits, tax filings, etc.).

    • Collaborate closely with the CFO on financial strategy, forecasting, capital planning, and reporting to investors and lenders.

    • Implement and enhance scalable accounting systems, processes, and internal controls to support the company’s vertical integration and ongoing growth.

    • Partner with operational leaders across development, property management, and asset management to ensure accurate and efficient financial reporting and budgetary alignment.

    • Lead and develop a high-performing accounting team, fostering a culture of accountability, innovation, and continuous improvement.

    • Manage relationships with external auditors, tax advisors, and other financial partners.

    • Stay current with industry trends, regulations, and accounting developments to proactively assess their impact on the business.

    Qualifications

    • CPA required; MBA or master’s in accounting or finance preferred.

    • 8+ years of progressive accounting leadership experience, with at least 5 years in a management position.

    • Prior experience in real estate or property management is strongly preferred.

    • Deep knowledge of GAAP, consolidation, and real estate accounting (e.g., development, construction, leasing, property management).

  • Tax Principal

    Mid-sized public accounting firm in Center City is seeking a Tax Principal 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 Expectations: $180k - $200k

    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);

    • 12+ 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. 

  • Senior Tax Manager

    Mid-sized public accounting firm in Center City is seeking a Senior 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: $160k - $180k

    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);

    • 8+ 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. 

  • 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. 

  • A wealth management firm based in Tysons, VA is looking to add a Chief Compliance Officer to their team. This firm has been in business for almost 40 years and has over $6 billion in assets undermanagement with a track record of sustained growth.

    Position Overview:

    The Chief Compliance Officer will be responsible for developing, implementing, and monitoring the firm’s compliance program to ensure adherence to SEC and/or FINRA regulations, internal policies, and industry best practices. The ideal candidate will bring a strategic mindset, strong regulatory knowledge, and experience working within a Registered Investment Advisor (RIA) or similar wealth management environment.

    Key Responsibilities:

    • Develop, implement, and maintain the firm’s compliance policies, procedures, and internal controls.

    • Serve as the primary liaison with regulatory bodies, including the SEC, FINRA, and state regulators.

    • Conduct periodic compliance risk assessments and audits to evaluate the effectiveness of internal controls.

    • Monitor changes in laws and regulations and ensure timely implementation of necessary policy updates.

    • Oversee the annual compliance review and regulatory filings including Form ADV, Form U4/U5, Form CRS, and others.

    • Lead employee training programs to ensure firm-wide understanding and adherence to compliance obligations.

    • Manage responses to regulatory examinations and inquiries.

    • Collaborate with executive leadership to align compliance objectives with the firm’s strategic goals.

    • Oversee compliance with marketing and advertising regulations for investment advisers.

    • Provide guidance on ethical standards, conflicts of interest, and fiduciary duty.

    Qualifications:

    • Bachelor’s degree required; JD, MBA, or advanced degree preferred.

    • Minimum of 5-10 years of relevant compliance experience, ideally within an RIA or broker-dealer environment.

    • In-depth knowledge of SEC regulations, Investment Advisers Act of 1940, and applicable state regulations.

    • Proven leadership and management experience in a compliance role.

    • Strong analytical, organizational, and communication skills.

    • High degree of professional ethics and integrity.

    • Experience with compliance technology platforms and tools is a plus.

  • Position Description:

    The Paraplanner is responsible for assisting with financial planning processes. You will work directly with clients and prospective clients. This position reports to the Director of Financial Planning, and works closely with all departments within the organization.

    Responsibilities:

    The responsibilities of the position include a cross-section of Financial Planning and Investment Management for firm clients, including but not limited to:

    •  Assist with advising clients about the implication of specific financial decisions.

    • Understand clients' goals and using them as guideposts for any financial advice that is offered.

    • Gather necessary data to ensure that any advice offered to a client is the best and will expose them to minimum risk.

    • Determine whether the client has sufficient resources to meet his/her goals within a specified time limit.

    • Assist with advising clients on how well to manage the risks posed in their cash flow.

    • Assist with advising and preparing analysis for a client including retirement cash flow projections, Social Security income analysis, pension plan analysis, etc.

    • Assist with advising and preparing tax analysis in order to ensure tax liabilities for the client are reduced.

    • Review and provide recommendations on estate planning techniques to create, accumulate, and conserve client assets.

    • Learn and understand our firm's investment process.

    • Meet with new and existing clients alongside Financial Planner(s).

    • Prepare PowerPoint presentations for prospective client meetings.

    • Provide a high level of service to firm clients.

    • Produce error-free documents and correspondence that have been proofed, edited, and reviewed prior to sending to clients.

    • Prepare client review follow-ups.

    • Assist with sign-on and onboarding of new clients.

    • Assist with team CRM task management as needed.

    • Sit in large meetings to assist with note-taking when needed.

    • Fully utilize and keep up-to-date records and tasks for clients.

    • Adhere to the Firm and Department’s Best Practices.

    • Assist with department requests as needed.

    Qualifications:

    • A Bachelor’s Degree is required for this role.

    • Minimum of 1-3 years of experience in a financial planning/investment management role, or undergraduate study and internship experience from a financial planning degree program.

    • Fully licensed within 6-months of assuming the role (CFP, Series 66, Series 7)

    • Detail oriented.

    • Good communication skills; both verbal and written.

    • Sales skills a plus.

    • Strong analytical background necessary to complete client analysis.

    • Proficient in MS Excel, PowerPoint and Word.

    • Experience with the following software programs a plus: Tamarac, Microsoft CRM, Morningstar Principal and/or Morningstar Direct

    Projected Salary: $105k - $115k

  • One of the top wealth management firms in the DMV is looking to add a Financial Planning Specialist to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.

    We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.

    Key Responsibilities:

    • Assist financial advisors in preparing comprehensive financial plans and investment recommendations.

    • Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.

    • Analyze client portfolios and financial data to generate reports and insights.

    • Prepare client meeting materials, including presentations and performance reviews.

    • Ensure compliance with industry regulations and firm policies in all client-related documentation.

    • Maintain accurate and up-to-date client records within financial planning software and CRM systems.

    • Support the development and implementation of financial strategies tailored to individual client needs.

    • Collaborate with internal teams to enhance operational efficiency and client service delivery.

    Qualifications & Skills:

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

    • 3+ years of experience in a financial planning, paraplanning, or wealth management role.

    • VA L&H, Series 66 (or combination 63/65), and Series 7

    • CFP® certification or progress toward CFP® designation is preferred but not required.

    • Strong knowledge of financial planning principles, investment products, and retirement strategies.

    • Proficiency in financial planning software (e.g., Morningstar, Tamarac) and CRM systems.

    • Excellent analytical skills with strong attention to detail.

    • Strong written and verbal communication skills.

    • Ability to manage multiple tasks and prioritize workload effectively.

  • Client Services Associate

    A top wealth management firm in Tysons, VA (Virginia’s #1 financial advisor) is looking to add a client service associate to their team. This position supports the firm by developing relationships with firm clients and helping them maximize the value they're getting from the company’s services. The successful candidate will report directly to the Director of Client Services, and will have daily interaction with senior executives, internal departments, and our clientele. Position offers top benefits and salary commensurate with credentials and experience.

    Salary: $65k - $95k

    Responsibilities

    • Build sustainable relationships and trust with clients through open and interactive communication.

    • Take ownership of client issues and follow problems through to resolution in a prompt and courteous manner.

    • Improve client experience in order to facilitate organic growth of the firm.

    • Provide thoughts and feedback on Client Service department operational procedures, including making recommendations for increased efficiency within current processes.

    • Actively document all notes and action items during Client Services team meetings; ensure all commitments made are completed in a timely manner.

    • Maintain strong relationships with back office and other investment company vendors.

    • Successfully manage a high volume of emails, calls, and/or tasks with a positive attitude, including but not limited to:

    • Establishing client profiles and opening new accounts.

    • Tracking and reporting on incoming, outgoing, and internal asset transfers.

    • Preparing authorization documents for establishing and updating accounts.

    • Ensure regulatory compliance is followed.

    • Process Required Minimum Distributions.

    • Assist staff and clients with troubleshooting EQUIPT issues

    • Assist internal staff and external clients in managing ongoing changes on broker-dealer site.

    • Write and edit client and internal communications within the CS team, based on support and guidance from team Directors

    • Local banking, including logging received checks and depositing at the local bank.

    • Perform other duties and responsibilities as assigned.

    Requirements

    • 1-5 years of experience in the financial services industry or client service position.

    • Comprehensive knowledge of financial industry.

    • Series 7 license preferred.

    • Experience using CRM system (Tamarac preferred).

    • Proficiency in Microsoft Suite tools (Outlook, Excel, and Word).

    • High level of service orientation, exceptional interpersonal skills, and the ability to interact with individuals at all levels of the organization.

    • Excellent organizational skills to prioritize and complete work efficiently.

    • The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment.

    • Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.

    • The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs.

    • Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.

    • Effective problem-solving skills to resolve routine client questions.

    • The ability to follow instructions, including a strong adherence to meet deadlines.

    “Team player" mindset, willingness to do whatever is needed, big or small.