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  • 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 family-owned real estate company based in Exton, PA, is looking for a detail-oriented Part-Time Accountant to support financial operations, with a strong focus on billing, project budgets, and financial reporting.

    This position would be 10-15 hours per week.

    We helped this firm find the new leader of their finance and accounting department in 2025 so can talk to the culture and details of the department.

    Position Overview

    The Part-Time Accountant will play a key role in ensuring accurate billing, tracking project financial performance, and producing clear, timely financial reports. This role is ideal for someone who enjoys working closely with leadership, values accuracy, and appreciates the flexibility and personal environment of a family-owned business.

    Key Responsibilities

    • Prepare and manage customer billing, ensuring accuracy and timeliness

    • Track project budgets, monitor costs, and analyze variances

    • Maintain and update project financial data and job cost reports

    • Prepare regular financial and management reports for leadership

    • Assist with month-end close activities related to billing and project accounting

    • Reconcile accounts related to projects and revenue

    • Collaborate with project managers to ensure budget alignment and financial clarity

    • Support process improvements for billing and reporting workflows

    Qualifications

    • Associate’s or Bachelor’s degree in Accounting, Finance, or a related field

    • 3+ years of accounting experience, preferably in project-based or service environments

    • Strong experience with billing, budgeting, and financial reporting

    • Proficiency with accounting software and Excel (job costing experience a plus)

    • High attention to detail and strong organizational skills

    • Ability to work independently and manage priorities in a part-time schedule

  • A small dental office near Fairfax is looking to add a treatment coordinator 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 treatment coordinator will oversee the day-to-day patient operations of the dental office, ensuring efficiency, excellent patient service, and compliance with all regulations. This role requires 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

  • 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!

    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 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.

  • 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

  • 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. 

  • 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.