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

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 growing real estate and investment organization is seeking a hands-on Human Resources Manager to support HR operations across multiple business entities. This role will partner closely with senior leadership to drive talent initiatives, strengthen organizational culture, and ensure scalable HR practices that support continued growth.

This is an excellent opportunity for an experienced HR professional who enjoys balancing strategic partnership with day-to-day execution in a fast-paced environment.

Position Summary

The Human Resources Manager will oversee a broad range of HR functions including employee relations, recruiting, HR operations, payroll coordination, benefits administration, and organizational development. This role requires someone who can build strong relationships across teams while helping improve systems, processes, and employee experience.

The ideal candidate is proactive, highly organized, and comfortable operating in a visible role that supports both leadership and employees across the organization.

Key Responsibilities

HR Business Partnership

• Partner with business leaders to support HR strategies aligned with organizational goals

• Serve as a trusted advisor on employee relations, performance management, coaching, and workplace matters

• Support workforce planning, organizational design, and business initiatives

Talent Acquisition & Onboarding

• Lead full-cycle recruiting across a variety of corporate and operational roles

• Partner with hiring managers to build strong candidate pipelines

• Oversee onboarding and offboarding processes to ensure a positive employee experience

HR Operations & Compliance

• Manage HR systems, reporting, and data integrity

• Oversee payroll coordination and employee records administration

• Administer leave programs, including compliance with federal and state regulations

• Ensure HR policies and procedures remain current and compliant

Benefits & Compensation

• Manage employee benefits administration and vendor relationships

• Coordinate annual open enrollment and employee communications

• Support compensation initiatives including benchmarking and salary analysis

Employee Development & Culture

• Support performance management programs and talent development efforts

• Help drive employee engagement initiatives and retention strategies

• Assist with manager training and leadership development programs

• Foster a positive, collaborative workplace culture

Qualifications

• Bachelor’s degree in Human Resources, Business Administration, or related field

• 5–8+ years of progressive HR experience

• Experience in a high-growth, multi-location, or fast-paced business environment preferred

• Strong knowledge of employment law, employee relations, and HR best practices

• Experience with HRIS systems and payroll administration

Preferred Systems Experience

• Experience with ADP Workforce Now strongly preferred

• Familiarity with applicant tracking, onboarding, and timekeeping systems

• Proficiency in Microsoft Office Suite

We specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.

This position is NOT responsible for a book of business or business development activities.

Job Description

Position Summary: The Senior Financial Planner serves as a technical expert and strategic partner to both clients and advisors, managing high-impact planning cases while also mentoring junior team members. The Senior Financial Planner is responsible for producing and presenting sophisticated financial plans, driving deeper client engagement, and contributing to the evolution of planning standards and best practices. This role requires a CFP® to participate in client meetings.

Education:

Required: Bachelor’s degree in Business, Economics, or Financial Planning

Years of Experience:

Required: 3+ years in financial planning industry

Certifications:

Required: Certified Financial Planner (CFP®)

Key Responsibilities

·   Produce customized, technically sound and accurate financial plans for high-net-worth and complex client situations, delivered within established deadlines and in accordance with firm standards

·   Collaborate with lead advisors to align financial planning with the broader client relationship strategy

·   Participate in client meetings related to planning topics as needed

·   Act as a lead resource on complex planning topics, including tax mitigation, estate strategies, equity compensation, retirement, education, and Social Security

·   Provide informal mentoring to junior planners and lead or assist in team training sessions; serve as a sounding board on technical or workflow questions and utilizes knowledge to effectively solve problems

·   Stay informed about planning innovations, legislation, and economic shifts affecting client advice

Requirements & Skills

·   Expert knowledge of key financial planning concepts

·   Demonstrate advanced analytical and problem-solving skills

·   Exceptional attention to detail and exceptional follow through

·   Outstanding communication and relationship building skills

·   Excellent project management skills with ability to prioritize and track multiple tasks

·   Must be able to work independently and as a team player

·   The ability to think clearly, communicate succinctly, and write well

·   Professional discretion when handling sensitive and confidential client information

·   Advanced knowledge and hands-on experience working with financial planning software

·   Proficiency in Microsoft Office Suite

Benefits

·   Competitive compensation

·   Paid health benefits (medical, dental, vision, etc.) for employees

·   A bonus program based on individual performance and company success

·   Paid Time Off based on years of experience

·   A 401(k) retirement plan with company match

·   A fun and friendly team of colleagues

Firm Description

We specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.

Position Overview

The Client Services Manager is responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Client Services Manager will report directly to the Chief Operations Officer (COO) and is responsible for the supervision, training, and management of Client Service Associates, and execution of all operational service functions within the company.  They will partner with the COO to ensure execution in all aspects of the business and further support the COO with delivering on service initiatives.

Education:

Required: Bachelor’s degree in Business, Financial Planning, or a related field

 Years of Experience:

Required: 5-15+ years in financial planning industry

 Certifications:

Preferred: Series 65

Key Responsibilities:

·   Oversee and manage service transaction approvals and processes (e.g., money movement, document handling, cashiering, and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately.

·   Oversee document handling by conducting quality assurance reviews on execution within operations area.

·   Lead select operational remediations within the team and ensure corrective action is taken before deadlines

·   Ensure appropriate department coverage

·   Facilitate and manage resolution of client inquiries/requests

·   Oversee various administrative efforts in the office

·   Ensure compliance with Firm policies and procedures

·   Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies

·   Administer other duties as delegated by the Chief Operating Officer

·   Lead, mentor, and supervise a team of Client Service Associates including conducting one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities, and team building with direct reports

·   Establish and monitor KPIs, as well as execute performance reviews

·   Promote a culture that’s consistent with the Firm’s core values

 Requirements & Skills:

·   Client-focused with a genuine desire to help people

·   Discreet and professional when handling confidential information

·   Proactive, dependable, and solution oriented

·   A positive, service-first mindset

·   Strong attention to detail, and exceptional follow through

·   Outstanding communication and relationship building skills

·   Excellent organizational skills with ability to prioritize and track multiple tasks

·   Strong leadership and talent development capabilities

·   Proficiency with the Microsoft Office Suite

·   Experience working with investment management and custodial platforms (Charles Schwab, Fidelity, Pershing) preferred

·   Experience with Salesforce as a CRM preferred

·   Familiarity with fintech platforms like Black Diamond and Orion preferred

Benefits:

·   Competitive compensation

·   Paid health benefits (medical, dental, vision, etc.) for employees

·   A bonus program based on individual performance and company success

·   Paid Time Off based on years of experience

·   A 401(k) retirement plan with company match

·   A fun and friendly team of colleagues

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 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

We specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. As we continue to develop our capabilities, we are launching an Advanced Planning Strategies function within the Financial Planning Department to deliver sophisticated, high-value planning solutions that deepen client relationships and elevate advisor impact.

Job Description

Position Summary: The Estate Planning Strategist will serve as a key member of the Financial Planning Department, serving as a subject matter expert in estate, legacy, and multigenerational wealth planning. This individual will help build and support the Advanced Planning Strategies function within the department—operating at both a strategic and executional level. The Estate Planning Strategist will partner closely with advisors and planners to design and implement sophisticated planning strategies, while also contributing to the development of internal frameworks, best practices, and intellectual capital.

Education:

Required: Bachelor’s degree in Business Administration, Finance, or a related field

Preferred: Juris Doctor from an accredited law school

Years of Experience:

Required: 3-7+ years of estate planning or wealth planning

Certifications:

Preferred: AEP®, CTEP®, CFP® (with estate planning focus), or similar

Key Responsibilities

·   Analyze and model complex estate plan scenarios and develop tailored recommendations within estate and financial planning software

·   Serve as a strategic partner to financial advisors supporting HNW clients on estate planning concepts and strategy design

·   Explain will and trust terms, distribution requirements and other specifics to the client

·   Provide case consultation and strategy validation

·   Prepare technical planning summaries and strategy explanations for advisors and clients

·   Participate in client meetings as a subject matter expert as needed

·   Coordinate with internal teams and external professionals

·   Ensure continuity between planning design and implementation

·   Build internal playbooks, templates, and best practices

·   Assist in building the firm’s advanced planning knowledge base and best practices

·   Help define workflows and scalability initiatives

Requirements & Skills

·   Extensive experience in complex estates, gifts, trust strategies, asset protection, guardianship and special needs

·   Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, CRTs, CLTs, Private Foundations and GST strategies

·   Ability to interpret legal and financial documentation related to estate planning

·   Familiarity with estate planning software and planning tools

·   Monitor and stay current on federal and state estate, gift, and tax laws regulations

·   Strong understanding of accounting regarding estate settlements

·   Excellent client relationship and communication skills

·   Strong collaboration skills with the ability to work effectively alongside advisors and other professionals

·   Highly organized with strong attention to detail

·   Ability to manage multiple priorities while maintaining accuracy and efficiency

·   Professional discretion when handling sensitive and confidential client information

·   Self-motivated, dependable, and solution-oriented

·   Service-focused mindset with a commitment to delivering excellent client experiences

·   Proficiency in Microsoft Office Suite

Benefits

·   Competitive compensation

·   Paid health benefits (medical, dental, vision, etc.) for employees

·   A bonus program based on individual performance and company success

·   Paid Time Off based on years of experience

·   A 401(k) retirement plan with company match

·   A fun and friendly team of colleagues

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 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 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 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