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Hermanson Company is a standout Mechanical company that has been doing business in the Puget Sound area since 1979. Over the last four decades we have grown from a family-owned sheet metal contractor to a partner led full-service mechanical construction, design and maintenance provider playing a significant role in the Seattle-area construction industry.
By design, Hermanson is a special place to work. Our belief is that people do business with people they like. In keeping with that belief, we strive to hire and retain highly motivated people who are professional, ethically unwavering, and unrelenting in delivering quality results. We are focused on providing a workplace where high performance individuals come together to build dedicated teams driven to accomplish great things for our customers.
- People love working at Hermanson, because we all share the same Core Values:
- Clients First β Caring, win-win, value, quality and service attitude
- Family Matters - Safety, wellness, stability, enjoyment and balance
- Character Matters β Integrity, accountability, passionate, and caring
- Team - Trust, honesty, respect, reliable and inclusive
- Appreciate β Each other, our successes, and enjoy the journey
- Learn, Grow, Innovate β Challenge the status quo and always compete
We are:
- Consistently rated by the Puget Sound Business Journal as one of the Top 100 fastest growing companies.
- Thought leaders, changing the way mechanical systems are built & delivered.
- Focused on our people, our clients, and delivering expertise and value for our clients.
- Looking for the best and brightest people to join us.
- Here to support your success, while giving you the freedom to deliver.
- A company where our people: have fun, work hard, and make money.
- We are the best-of-the-best in the mechanical industry.
Our Account Executives and Business Unit Group Leaders are experts in their industry, with a distinct focus on our clientβs success.
We hire the best who join expert teams that perform at their peak, celebrating success with our clients.
- You have a positive mental attitude, are goal directed, organized, and productive with your time.
- You have high standards and a passion to make a positive impact on those you interact with.
- You are an expert in USP 797, USP 800 Compliance for the pharmaceutical, life science and biotech industry.
- You are a respected member and/or leader in life science and biotech mechanical associations like ASHRAE.
The Role:
Do you know how to listen, relate to people, and solve problems but havenβt found a career that allows you to put it into action daily? We are offering a life science and biotech sales position which will allow you to take that knowledge and apply it while helping our life science companies grow and excel. Our account executives are considered top income earners in our industry with no cap on potential earnings. If you have potential power that has been untapped, letβs be the company that maximizes your potential and grows you to be better than you thought you could be!
The Senior Account Executive owns and facilitates the customer relationship. It shall be the Senior Account Executiveβs function to generate sales of Direct to Owner Projects and Tenant improvements. and full mechanical services to new and existing customers. A Special project is a project that has construction duration usually less than 6 months, is less than a million in mechanical value, has an estimate prepared by the Senior Account Executive. The Senior Account Executive has at their disposal the engineering group for design-build projects. The Senior Account Executive will be expected to propose and estimate his/her projects
Responsibilities:
- Sales and Account Management for business opportunities for our life science, Biotech and Healthcare sector.
- Develop Strategic Account Plans to penetrate and grow our life science and biotech markets.
- Networking at industry events as appropriate
- Build partnering relationships with owners, ownerβs reps, and consultants responsible for the decision-making process.
- Understand the life science and biotech customer's business, speak their language, and demonstrate technical expertise to develop credibility, loyalty, trust, and commitment from the customer.
- Have a deep life science and biotech technical knowledge and experience in the delivery of mechanical system operations.
- Develop sales strategies to maximize the opportunity within life science and biotech industries.
- Facilitate the technical interface between the customers and Hermanson's operations and engineering departments.
- Work with the engineering department to develop scope documents for purposes of estimating.
- Verify that customer design or modification requirements are met promptly and correctly.
- Reviews company engineering changes and ensures that they are in accordance with customer expectations and life science / biotech specifications.
- Potential expansion of our geographic footprint, supporting our strategic growth initiatives.
- Lead in project interviews and ongoing project delivery.
- Preconstruction and Project Management Oversight, which shall involve working closely with the Project Management and Field Teams to ensure a seamless project delivery. This may include the following, depending on specific project details:
- Establishment, Implementation, and Support of BIM and other technologies, and partners to support our future preconstruction efforts.
- Oversight of Field Staff (Superintendents, Site Foreman, Project Engineers, Etc) and construction projects from start to finish
- Oversight of Project Estimating, Planning, Budgeting, and Identification of Resources. Working in these capacities as necessary and appropriate depending on the teamβs workload.
- Oversight of coordination of the efforts of all parties involved in a project, including owner-reps, architects, consultants, and general contractors.
- Contract and pricing revisions and negotiations with the client and project ownership
- Oversight of production scheduling and execution; ensuring the project meets the scheduling requirements.
- Periodic inspection of construction sites.
- Identify the elements of project design and construction likely to give rise to disputes and claims. Work with the Project Managers to carefully review these conditions with clients and teams.
- The salary range for this position is $120,000 to $160,000 plus variable sales incentive pay. (The compensation offered may vary depending on job-related knowledge, skills and experience).
Qualifications:
- An expert at preconstruction, construction management, and mechanical / plumbing estimating with a focus on Life Science and Biotech mechanical systems.
- Sales/Customer (5+ years) and capable of expanding Hermansonβs expertise and relationships in life science and biotech markets
- Excel and Bluebeam proficiency preferred.
- The qualified candidate must have demonstrated the ability to analyze and perform pursue/no pursue and bid/no bid recommendations and develop pursuit strategies for new business opportunities. The position will also require previous experience in evaluation, competitive environment assessment, value-based pricing, price to win analyses and probability of winning. A proven track record of negotiation and closing high value contracts involving strategic business relationships. A candidate must have the following experience:
- Contract negotiation with GC executives, Owners, Sr. PMs, & key personnel
- Familiarity with Estimating, project management, engineering functions and practices
- Possess strong written and communication skills
- Ability to positively influence and persuade others
- A record of achievement in selling across market segments and to GC Accounts
- Is a disciplined, strategic thinker and can quickly develop a holistic view of Hermansonβs business, building and nurturing key relationships focusing on desired outcomes, creating competitive advantage for the whole company.
- Professional appearance - conduct, grooming and business dress code that communicates professionalism, level of sophistication, intelligence, and credibility. Dresses to fit the business audience.
- This position is required to support field personnel and service our customers on projects. Depending on project requirements this may require full time presence on the site and in some cases, presence before and after the project scheduled hours. Flexibility on hours and location of work is dependent on project requirements as determined by your supervisor.
- This position requires the ability to walk and maintain balance over rough, icy, or muddy ground, climb stairs and ladders, work safely at heights without fear, and to work effectively while exposed to the weather for long periods.
Education:
Four-year University degree, preferably in engineering, architecture, or construction management, or equivalent experience.
Hermanson provides great employee benefits
- Very Competitive Compensation w/Bonus
- Medical, dental, vision for employees (coverage available for dependents
- 401k retirement plan including 5% Company Matching
- Vacation and Sick Compensation (PTO), and Holiday Pay!
- Disability income protection
- Employee and dependent life insurance
- Growth & Development Opportunities
- In-House Company Training Program
- Certificate & Tuition Reimbursement
- Wellness Program
- Employee Assistance Program
Hermanson Co., LLP is proud to be an Equal Opportunity Employer. Hermanson does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Hermanson Company is a standout Mechanical company that has been doing business in the Puget Sound area since 1979. Over the last four decades we have grown from a family-owned sheet metal contractor to a partner led full-service mechanical construction, design and maintenance provider playing a significant role in the Seattle-area construction industry.
By design, Hermanson is a special place to work. Our belief is that people do business with people they like. In keeping with that belief, we strive to hire and retain highly motivated people who are professional, ethically unwavering, and unrelenting in delivering quality results. We are focused on providing a workplace where high performance individuals come together to build dedicated teams driven to accomplish great things for our customers.
- People love working at Hermanson, because we all share the same Core Values:
- Clients First β Caring, win-win, value, quality and service attitude
- Family Matters - Safety, wellness, stability, enjoyment and balance
- Character Matters β Integrity, accountability, passionate, and caring
- Team - Trust, honesty, respect, reliable and inclusive
- Appreciate β Each other, our successes, and enjoy the journey
- Learn, Grow, Innovate β Challenge the status quo and always compete
We are:
- Consistently rated by the Puget Sound Business Journal as one of the Top 100 fastest growing companies.
- Thought leaders, changing the way mechanical systems are built & delivered.
- Focused on our people, our clients, and delivering expertise and value for our clients.
- Looking for the best and brightest people to join us.
- Here to support your success, while giving you the freedom to deliver.
- A company where our people: have fun, work hard, and make money.
- We are the best-of-the-best in the mechanical industry.
Our Account Executives and Business Unit Group Leaders are experts in their industry, with a distinct focus on our clientβs success.
We hire the best who join expert teams that perform at their peak, celebrating success with our clients.
- You have a positive mental attitude, are goal directed, organized, and productive with your time.
- You have high standards and a passion to make a positive impact on those you interact with.
- You are an expert in USP 797, USP 800 Compliance for the pharmaceutical, life science and biotech industry.
- You are a respected member and/or leader in life science and biotech mechanical associations like ASHRAE.
The Role:
Do you know how to listen, relate to people, and solve problems but havenβt found a career that allows you to put it into action daily? We are offering a life science and biotech sales position which will allow you to take that knowledge and apply it while helping our life science companies grow and excel. Our account executives are considered top income earners in our industry with no cap on potential earnings. If you have potential power that has been untapped, letβs be the company that maximizes your potential and grows you to be better than you thought you could be!
The Senior Account Executive owns and facilitates the customer relationship. It shall be the Senior Account Executiveβs function to generate sales of Direct to Owner Projects and Tenant improvements. and full mechanical services to new and existing customers. A Special project is a project that has construction duration usually less than 6 months, is less than a million in mechanical value, has an estimate prepared by the Senior Account Executive. The Senior Account Executive has at their disposal the engineering group for design-build projects. The Senior Account Executive will be expected to propose and estimate his/her projects
Responsibilities:
- Sales and Account Management for business opportunities for our life science, Biotech and Healthcare sector.
- Develop Strategic Account Plans to penetrate and grow our life science and biotech markets.
- Networking at industry events as appropriate
- Build partnering relationships with owners, ownerβs reps, and consultants responsible for the decision-making process.
- Understand the life science and biotech customer's business, speak their language, and demonstrate technical expertise to develop credibility, loyalty, trust, and commitment from the customer.
- Have a deep life science and biotech technical knowledge and experience in the delivery of mechanical system operations.
- Develop sales strategies to maximize the opportunity within life science and biotech industries.
- Facilitate the technical interface between the customers and Hermanson's operations and engineering departments.
- Work with the engineering department to develop scope documents for purposes of estimating.
- Verify that customer design or modification requirements are met promptly and correctly.
- Reviews company engineering changes and ensures that they are in accordance with customer expectations and life science / biotech specifications.
- Potential expansion of our geographic footprint, supporting our strategic growth initiatives.
- Lead in project interviews and ongoing project delivery.
- Preconstruction and Project Management Oversight, which shall involve working closely with the Project Management and Field Teams to ensure a seamless project delivery. This may include the following, depending on specific project details:
- Establishment, Implementation, and Support of BIM and other technologies, and partners to support our future preconstruction efforts.
- Oversight of Field Staff (Superintendents, Site Foreman, Project Engineers, Etc) and construction projects from start to finish
- Oversight of Project Estimating, Planning, Budgeting, and Identification of Resources. Working in these capacities as necessary and appropriate depending on the teamβs workload.
- Oversight of coordination of the efforts of all parties involved in a project, including owner-reps, architects, consultants, and general contractors.
- Contract and pricing revisions and negotiations with the client and project ownership
- Oversight of production scheduling and execution; ensuring the project meets the scheduling requirements.
- Periodic inspection of construction sites.
- Identify the elements of project design and construction likely to give rise to disputes and claims. Work with the Project Managers to carefully review these conditions with clients and teams.
- The salary range for this position is $120,000 to $160,000 plus variable sales incentive pay. (The compensation offered may vary depending on job-related knowledge, skills and experience).
Qualifications:
- An expert at preconstruction, construction management, and mechanical / plumbing estimating with a focus on Life Science and Biotech mechanical systems.
- Sales/Customer (5+ years) and capable of expanding Hermansonβs expertise and relationships in life science and biotech markets
- Excel and Bluebeam proficiency preferred.
- The qualified candidate must have demonstrated the ability to analyze and perform pursue/no pursue and bid/no bid recommendations and develop pursuit strategies for new business opportunities. The position will also require previous experience in evaluation, competitive environment assessment, value-based pricing, price to win analyses and probability of winning. A proven track record of negotiation and closing high value contracts involving strategic business relationships. A candidate must have the following experience:
- Contract negotiation with GC executives, Owners, Sr. PMs, & key personnel
- Familiarity with Estimating, project management, engineering functions and practices
- Possess strong written and communication skills
- Ability to positively influence and persuade others
- A record of achievement in selling across market segments and to GC Accounts
- Is a disciplined, strategic thinker and can quickly develop a holistic view of Hermansonβs business, building and nurturing key relationships focusing on desired outcomes, creating competitive advantage for the whole company.
- Professional appearance - conduct, grooming and business dress code that communicates professionalism, level of sophistication, intelligence, and credibility. Dresses to fit the business audience.
- This position is required to support field personnel and service our customers on projects. Depending on project requirements this may require full time presence on the site and in some cases, presence before and after the project scheduled hours. Flexibility on hours and location of work is dependent on project requirements as determined by your supervisor.
- This position requires the ability to walk and maintain balance over rough, icy, or muddy ground, climb stairs and ladders, work safely at heights without fear, and to work effectively while exposed to the weather for long periods.
Education:
Four-year University degree, preferably in engineering, architecture, or construction management, or equivalent experience.
Hermanson provides great employee benefits
- Very Competitive Compensation w/Bonus
- Medical, dental, vision for employees (coverage available for dependents
- 401k retirement plan including 5% Company Matching
- Vacation and Sick Compensation (PTO), and Holiday Pay!
- Disability income protection
- Employee and dependent life insurance
- Growth & Development Opportunities
- In-House Company Training Program
- Certificate & Tuition Reimbursement
- Wellness Program
- Employee Assistance Program
Hermanson Co., LLP is proud to be an Equal Opportunity Employer. Hermanson does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Why You Will Love Working With Us!
At Pasadena Villa Outpatient, we are a dynamic, dedicated, and growing team of professionals deeply passionate about providing evidence-based and personalized clinical care for behavioral health conditions. Pasadena Villa Outpatient is a leading provider of mental health treatment services across the region. We are a part of Odyssey Behavioral Healthcare Network which offers a continuum of care within our Psychiatric Network, Eating Disorder Network, including inpatient, intensive residential, partial hospitalization, and intensive outpatient services nationwide.
Our teamβs foundation is client centered care and clinical excellence through our 5-star service commitment β Respect, Accountability, Integrity, Flexibility, Collaboration and Service. We are committed to our team and our team is committed to our clients!
We are excited to announce the opening of our new location in Novi, MI, serving the greater Detroit area! Providing outpatient care Monday through Friday, we offer exceptional benefits, development opportunities, professional training, and much more detailed below.
Join our team! Be part of our amazing vision of changing lives empowering each clientβs inherent strengths, making a difference in countless lives, while being part of a larger nationwide network that is growing each day!
What We Offer:
- Collaborative environment dedicated to clinical excellence
- Multiple Career Development Pathways
- Company Supported Continuing Education & Certification
- Multiple Health Plan Design Options Available
- Flexible Dental & Vision Plan Options
- 100% Company Paid EAP Emotional Well-Being Support
- 100% Company Paid Critical Illness (with health enrollment plan)
- 100% Company Paid Life & ADD
- 401K with Company Match
- Company-Sponsored HSA, FSA, & DSA Tax Savings Accounts
- Generous Team Member Referral Program
- Parental Leave
Position Summary:
The Therapist I provides individual, group and group therapy sessions for clients in an Intensive Outpatient and Partial Hospitalization mental health facility. Therapists assess the therapeutic needs of clients, develop appropriate treatment plans, and facilitate group, family and individual therapy sessions. Position collaborates with clients, team members, external clinical partners and family members, as appropriate, to coordinate care throughout the treatment process.
Essential Responsibilities:
- Facilitates group, family and individual therapy sessions in accordance with the clinical program schedule.
- Completes psychosocial evaluations, treatment plans, contact logs, discharge plans and other reports in compliance with State, accrediting bodies, quality guidelines and payor source guidelines.
- Completes all necessary documentation within prescribed format and timelines.
- Ensures documentation reflects ongoing assessments of clientβs clinical presentation and behaviors.
- Facilitates specialized groups as assigned based on education, training, and experience; supervises and/or co-leads groups with clinical interns, when appropriate.
- Selects appropriate interventions to meet the clinical needs of individual clients.
- Maintains therapeutic relationships with clients using praise and other reinforcers to encourage appropriate behaviors and attitudes.
- Sets limits and holds boundaries in a kind and firm manner.
- Conducts effective verbal crisis intervention and de-escalation involving other team members, as needed.
- Collaborates with an interdisciplinary treatment team to coordinate client care from admission through discharge.
- Attends clinical, consultation, and operations meetings; serves as a clinical advocate for assigned cases.
- Communicates client progress with the referral sources, families, parents and/or guardians, as appropriate.
- Addresses clients, visitors, physicians, and co-workers in a welcoming and respectful manner.
- Responds to clients and families with empathy and positive professional skills.
What We Are Seeking:
Position requires a masterβs degree in social work, marriage and family therapy, counseling or psychology. Must hold a (LPC, LMFT, LCSW, LP, LLPC, or LLP) , in good standing, within the state of Michigan. Requires minimum of 2 yearsβ of experience working with clients with a primary mental health diagnosis.
Other Requirements:
- Requires clearance of TB test, criminal background check clearance, and any other mandatory state/federal requirements.
- Current CPR and First Aid certification or willingness to complete within 30 days of start date.
Pasadena Villa Michigan LLC dba Pasadena Villa Outpatient - Novi provides equal employment opportunities without regard to race, color, creed, ancestry, national origin, ethnicity, sex, gender, sexual orientation, marital status, religion, age, disability, gender identity, genetic information, service in the military, or any other characteristic protected under applicable federal, state, or local law. Equal employment opportunity applies to all terms and conditions of employment. Pasadena Villa Michigan, LLC dba Pasadena Villa Outpatient - Novi reserves the rights to modify, interpret, or apply this job description in any way the organization desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. Reasonable accommodations may be made to reasonably accommodate qualified individuals with disabilities. This job description is not an employment contract, implied or otherwise. The employment relationship remains βAt-Will.β
Our Culture: Inspire hope. Build your legacy:Β Discover a rewarding, fulfilling, well-balanced career at Florida Digestive Health Specialist, LLP. With providers and locations across Florida, FDHS is one of the largest single-specialty, physician-owned GI practices in the state. FDHS was established in 2011 to provide comprehensive, high-quality gastroenterology services and foster advanced research for digestive health problems. With a growing team of nationally acclaimed care centers, providers, and staff, we continue to expand our reach to communities that need our care.Β Β
We are seeking a Sub-Investigator at ourΒ Florida Research Institute (FRI),Β a global leader in gastroenterology and hepatology research, with a team of more than 20 highly trained clinical research experts.Β The role of the Sub-Investigator isΒ to apply medical knowledge and experience, under the direction of the Principal Investigator to oversee and direct clinical course of research participants in clinical trials. The Sub-Investigator will assess physical health and administer treatments throughout the study aligned with scope of practice delegated responsibilities. He/she will oversee study conduct and assure study participant safety. The Sub-Investigator will coordinate and manage care for participants enrolled in a clinical research trial. The sub investigator will also be responsible for overseeing the execution of study protocols, delegating study related duties to site staff and ensuring site compliance with study protocols, study-specific laboratory procedures, standard operating procedures, standards of Good Clinical Practice (GCP), adhering to OSHA guidelines and other state and local regulations as applicable.
Under the direction of the Director and the Principal Investigator, responsibilities will include, identify and recruitment of participants, participate in study visits, communicate with families, participants, referring physicians and other health care providers, Educating and guidance to participants and families to ensure compliance and retention of study participants, tracking and recording of adverse events, perform physical exams to ensure enrollment criteria and to track for any changes during study participation, diagnose and treat medical conditions such as allergic reactions and anaphylaxis during study drug administration, exacerbations of illness, formulate and evaluate treatment plans, manage common conditions such as allergic rhinitis, asthma and eczema, review home diaries and be available for on call advice and emergencies between clinic visits, administer rescue medications based on clinical judgment.Β
Essential Duties:Β
- Ensure the safety of study participants, and maintain communication with patients, FRI team members, and clinicians
- Provide clinical and medical support and oversight for research clinical trials based on scope of practice; obtain complete study participant history, conduct physical exams, review medical charts, assess findings, prescribe and re-fill medication, and perform designated procedures according to written protocols.
- Collaborate with clinical staff, researchers, outside vendors, and other staff to administer treatment and study protocols
- Assess, grade, and document adverse events; apply triage and judgment to determine course of action
- Oversee and as needed, administer medications and treatments per study protocol and scope of practice
- Comply with institutional policies, standard operating procedures, and guidelines; prepare and submit documentation as required by the study protocol and study sponsor; interpret complex protocols. Coordinate and collaborate with principal investigator to review study protocol.Β
- Identify, recruit, and enroll study participants, as well as maintain study participant records; determine study participant criteria
- Support sponsor investigator research with investigational new drug/investigational device exemption applications
- Communicate with FDHS partner when indicated
- Guidance of medical assistance team
- Management of patient medical and scheduling issues when indicated
- Other duties as assigned: Please note that the duties and responsibilities outlined in this job description are not exhaustive and may be subject to change at any time to meet the evolving needs of the company. In addition to the responsibilities listed above, employees may be required to perform additional tasks or duties as assigned by management.Β
- Duties are subject to change or be modified by Principal Investigator or Director of Site Operations
Β
Qualifications:
- Medical degree with current medical licensure in the state of Florida is required
- Requires a thorough knowledge of the: Drug development process, Clinical trial management, study team management, Clinical monitoring, FDA regulations, ICH Good Clinical Practice, and Good Documentation Practice, HIPAA
- Current Basic CPR certification
- Team player - Effective participant as a team member and team leader. Can demonstrate significant positive participation on successful teams
- Professionalism and integrity - Able to adapt to a changing environment and demonstrates a βmake it happenβ attitude. Exhibits professionalism in negotiating sensitive issues. Exhibits professionalism in negotiating sensitive issues
- Problem solving techniquesΒ
- Managing study team members to maintain clinic workflow and study organization
- Interpersonal interaction - Demonstrates excellent people skills and a positive attitude
- Communication - Effective verbal communication and presentation skills. Ability to write clear, concise and convincing memos, letters and articles using original or innovative techniques or style
- Ability to prioritize and to manage multiple tasks as necessary
- Attention to detail - Produces high-quality, accurate work with minimal supervision
- Flexibility - Ability to adapt and be willing to assist with achieving Company goals in the area of responsibility and time
Β
Working Conditions:
- May be required to work with, take specific precautions against, and/or be immunized against potentially hazardous agents
- May be exposed to blood borne pathogens
- Available for call 24 hours/day
- Frequent travel possible for IM meetings and assistance with FRI growth projects and satellitesΒ
- Attend national congress when indicated
- Considerations for AASLD fellowshipΒ
- Manage study team members
Benefits:Β
- Competitive salary commensurate with experience.Β
- Comprehensive benefits package including health insurance, free telehealth, retirement plan, paid time off and paid holidays.Β
- Professional development opportunities
- Positive and collaborative work environment
EEO Statement:Β
It is the policy of Florida Digestive Health Specialists to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law.
ΒWhen you join FDHS, you become part of a premier team striving to deliver unparalleled, personalized care while treating patients like family. And at FDHS, our patients are at the heart of everything we do. Join our team at FDHS and make a difference in the lives of our patients and employees alike!
Β
The ideal candidate will have experience providing needed support to the firmβs attorneys when they are in trial, preparing trial court pleadings, written discovery, and appellate briefs, and have excellent computer skills, including specific knowledge of and experience in Word, Outlook, Excel, Law Toolbox, Kofax PDF, and Lexis Nexis automated templates.
The candidate should also be knowledgeable regarding local and state court rules and where to find them, e-filing procedures, be able to multi-task, and accurately track, calendar, and monitor filing and other deadlines.
The ideal candidate will also possess strong communication skills, both written and verbal, as well as interpersonal skills.
The position requires a candidate that is professional, organized, computer literate, able to prioritize tasks, and is demonstrably detail-oriented.
The firm is committed to diversity, offers great benefits, and a competitive salary in a friendly/casual and efficient work environment.
The ideal candidate will have over 15 years of investment management experience, strong leadership skills, and a Bachelor's degree in Finance or Economics.
This role includes strategic oversight of portfolios, risk management, and team leadership.
The company promotes a culture of work/life balance and embraces diversity in the workplace.
#J-18808-Ljbffr
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firmβs strategic investment leader, responsible for shaping longβterm investment direction, driving platform innovation, and ensuring portfolios reflect the firmβs taxβaware philosophy.
The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.
This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a highβperforming investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top βPlaces to Workβ awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firmβs longβterm investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* CrossβFunctional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelorβs degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.
We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
#J-18808-Ljbffr
Position: Trial Attorney β Personal Injury
Location: Charlotte, NC
Job Type: Full-Time
If you're a battle-tested litigator with a passion for justice and a track record of winning results, DeMayo Law Offices wants you on our team.
We're looking for a Trial Attorney to take the lead on high-value personal injury cases, representing clients from intake through verdict. You'll handle all aspects of litigationβincluding discovery, mediation, and jury trialsβwith the full support of our experienced legal staff.
This is your chance to step into a courtroom-ready role at a respected firm with a mission: fighting for the injured and holding wrongdoers accountable.
What You'll Do:
- Lead complex personal injury cases through all litigation stages in NC District and Superior Courts (SC Bar a plus).
- Investigate claims, develop case strategy, and draft briefs and motions.
- Conduct depositions, discovery, expert consultations, and witness preparation.
- Try cases to verdictβpresenting evidence, making opening and closing arguments, and cross-examining witnesses with confidence and clarity.
- Provide sound legal counsel and set realistic expectations for clients throughout the litigation journey.
- Mentor junior attorneys and contribute to improving processes within the litigation team.
What We're Looking For:
- J.D. from an ABA-accredited law school
- Licensed in good standing with the North Carolina State Bar
- At least 5 years of plaintiff's litigation experience in NC required
- SC Bar admission preferred, but not required
- Proven ability to manage complex personal injury cases from start to finish
- Deep understanding of civil litigation rules, courtroom procedure, and trial strategy
- Fearless presence in the courtroom and calm under pressure
- Excellent writing, communication, and negotiation skills
Why DeMayo Law Offices?
We've spent over 30 years fighting for those who've been seriously injuredβearning a reputation for world-class client service and exceptional legal outcomes. Here, your courtroom skills will be respected, your experience valued, and your mission aligned with something bigger: making a real difference in the lives of those we serve.
Join us in the fight for what's right!
DeMayo Law Offices is seeking a Workers' Compensation Attorney to represent injured plaintiff-employees in the handling of their North Carolina Workers' Compensation cases at the Deputy Commissioner, Full Commission, and North Carolina Court of Appeals level.
Responsibilities
- Represent injured plaintiff-employees in their NC workers' compensation cases
- Provide legal advice and legal representation to plaintiff-employees during each stage of their workers' compensation case (i.e. pre- and post-litigation phase, discovery phase, settlement negotiation phase, and beyond)
- Assist injured plaintiff-employee in obtaining benefits under the NC Workers' Compensation Act
- Litigate Workers' Compensation cases at the Deputy Commissioner, Full Commission, and Court of Appeals level
- Draft pleadings, discovery, orders and motions
- Negotiate with opposing side the terms and language of any settlement agreements and releases/job resignations on behalf of plaintiff-employee clients
- Draft briefs on behalf of plaintiff-employees at the Deputy Commissioner and Full Commission levels of the NC Industrial Commission and at the NC Court of Appeals level
- Oversee and manage Workers' Compensation Case Managers and Paralegals
Qualifications
- Juris Doctorate from an accredited law school
- License to practice law in North Carolina
- Minimum of 3 years' legal experience in a Workers' Compensation law firm and/or insurance defense firm; plaintiff's side experience is preferred but not required
- Experience working on complex Workers' Compensation claims
- Ability to work well in a fast-paced, demanding environment
- Exceptional analytical writing and verbal communication ability
- Outstanding interpersonal skills
- Must be self-motivated and demonstrate initiative to complete duties without supervision
- Excellent organizational skills and ability to multi-task
- Extensive knowledge of medical issues in contested and accepted Workers' Compensation claims, and of the hearing process
- Ability to multi-task while maintaining high attention to detail
- Knowledge of Microsoft Windows/Office and ability to learn and use various software programs
- Ability to prioritize job responsibilities to accommodate an ever-changing, fast-paced environment
- Experience using Litify software is preferred
Benefits
- Relocation Assistance
- Competitive compensation
- Medical, dental, and vision insurance
- Base life insurance paid by the firm plus supplemental option
- Short and long-term disability paid by the firm
- 401(k) with match
- PTO, plus holidays and paid volunteer time off
- Education and gym reimbursement
Equal Opportunity Statement
DeMayo Law Offices is an equal opportunity employer and prohibits discrimination and harassment of any kind. All employment decisions are based on qualifications, merit, and business need, without regard to race, color, religion, national origin, sex, age, disability status, genetic information, sexual orientation, gender identity, military or veteran status, or any other characteristic protected by law.
Garden City Law firm with offices in Manhattan seeking an associate to start immediately in our Garden City office. Candidate should be a recent graduate ending admission and have experience in a law firm handling litigation including plaintiff personal injury, corporate law, handling the firm calendar and various other matters. Excellent communication and organizational skills are required in a fast-paced, high stress environment. This is an in-person position. Please apply with cover letter and resume.
Qualifications
- Proficiency in Law, with a focus on Personal Injury
- Strong skills in Research
- Excellent Negotiation abilities and the ability to effectively advocate for clients
- Exceptional communication, problem-solving, and time management skills
- Juris Doctor (JD) degree from an accredited law school
- Pending admission to the bar
- Familiarity with New York state laws and regulations is a plus
Job description:
Great opportunity for an attorney with 1-5 years of legal experience that wants to learn plaintiff personal injury, plaintiff employment, and class action law from some of the best trial attorneys in the San Francisco Bay Area. You will collaborate and work in a one-on-one setting with Mark Venardi and/or Martin Zurada to learn everything from case evaluation through trial. After learning the ropes, you will become an independent case handling attorney responsible for your own case load. You will start off as a salaried employee potentially eligible for bonuses and then when you graduate to an independent case handling attorney you will be eligible to participate in one of the most potentially lucrative compensation packages for personal injury and/or employment attorneys in the San Francisco Bay Area.
Are you a special lawyer who is motivated to win and is driven to put in the hard work to get there? Are you a natural "people-person" with the ability to connect to strangers? Are you wired to succeed, goal oriented and motivated by success? If so, then we want you on our team.
Venardi Zurada is a dynamic, thriving and growing plaintiff personal injury, employment law, and class action law firm with offices in Walnut Creek, Oakland, and we are in the process of expanding our footprint to other regional communities. We are hardworking and purpose driven. Clients are #1, we do the right things for the rights reasons, we get better every day, we are accountable to each other, and we strongly believe that every role in the firm helps to win the case.
We are the official sponsors of the San Francisco 49ers, Superlawyers 17 years in a row, Martindale Hubbel AV rated, seasoned trial attorneys and featured in many news publications, as seen on KRON, FOX, NBC, Forbes, Bloomberg, the Recorder and the Daily Journal, and we have won many million and multimillion dollar verdicts and settlements.
If you believe you are the best person for the best firm please email your resume and a writing sample directly to Mark Venardi at
Compensation Package:
- Competitive salary depending on experience starting at $150,000 and possibility for greater earnings based a bonus structure tied to your case results.
- Comprehensive benefits package including medical, dental, and vision insurance.
- 401(k) retirement plan with 4 percent employer match.
- 3 weeks of PTO.
- Firm pays all professional dues and CLE expenses.
Job Type:
Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Work Location: In person
Potential for hybrid and/or work from home once you are an independent case handling attorney.
JOB TITLE: EB-5 Immigration Paralegal
JOB TYPE: Full-time
LOCATION: Ithaca, NY (in office)
SALARY: $25 - $32/hr or commensurate with experience
DAYS/HRS: Mon-Fri.
CONTACT: Tonya VanCamp, HR & Operations Manager
EMAIL:
HOW: Send Resume
WHEN: Immediately
EOE: Y
WHO WE ARE: We are a nationally renowned immigration law practice in a high-paced, friendly downtown law firm headquartered in Ithaca, New York, near Cornell University. Our immigration practice serves entrepreneurs, businesses and families in the region and high-skilled, high net-worth, and professional workers and employers throughout the world. We offer a vibrant, learning-rich work environment of attorneys and staff committed to the highest level of customer service and intelligent solutions.
DUTIES:
Under supervision of attorneys, prepare comprehensive EB-5 Source of Funds (SOF) analyses and written narratives demonstrating the lawful path of investor funds; trace complex financial transactions across multiple accounts, entities, and jurisdictions, including earned income, business profits, dividends, investments, property sales, loans, gifts, inheritances, and capital transfers; review and analyze bank statements, tax returns, financial statements, corporate records, contracts, deeds, loan agreements, and currency exchange documentation; clearly explain the accumulation, transfer, and deployment of EB-5 investment capital in compliance with USCIS regulations and policy guidance; identify gaps or inconsistencies in financial records and work with attorneys, paralegals, and clients to resolve issues; manage a high volume of EB-5 matters while meeting strict filing deadlines; and conduct financial and factual research as needed to support case preparation.
BENEFITS:
β’ Medical, Dental, Vision, and Life Insurance
β’ 401(k) Plan with Employer Matching Contributions
β’ Paid Time Off
β’ Paid Holidays Off
β’ Remote Work Opportunity 1 Day A Week after 3 Month Training Period, or As Approved by Supervising Attorney
REQUIRED QUALIFICATIONS:
β’ Bachelor's Degree required (Finance, Accounting, Economics, Business, Legal Studies, or related field preferred)
β’ Exceptional analytical and writing skills with meticulous attention to detail
β’ Ability to synthesize complex financial data into clear, logical, and well-supported written narratives
β’ Ability to manage high-volume EB-5 caseloads while maintaining accuracy, consistency, and compliance
β’ Excellent written and verbal communication skills
β’ Flexibility, initiative, and ability to work collaboratively in a fast-paced professional environment
PREFERED QUALIFICATIONS:
β’ Two or more years of experience preparing EB-5 Source of Funds analyses or similar financial tracing documentation in immigration, legal, accounting, banking, audit, or compliance settings
β’ Strong working knowledge of EB-5 regulations, USCIS policy guidance, and lawful source and path of funds requirements
β’ Demonstrated ability to analyze and trace complex domestic and international financial transactions across multiple accounts and entities
Medical Assistant β Pediatric Ophthalmology (Pre-Med / Pre-Nursing Opportunity)
Busy pediatric ophthalmology practice is seeking a motivated individual interested in gaining meaningful clinical experience prior to medical or nursing school. This position offers extensive hands-on exposure to patient care, direct physician mentorship, and the opportunity to learn within a pediatric subspecialty practice.
Ideal for individuals seeking clinical experience prior to applying to medical, nursing, or other health professional programs.
Key Responsibilities
- Obtain patient histories and perform preliminary vision testing (visual acuity, stereopsis, color vision, etc.)
- Assist with ophthalmic diagnostic imaging
- Support physicians during patient examinations
- Prepare and sanitize examination rooms
- Help maintain efficient patient flow in a busy clinical setting
- Interact with pediatric patients and families in a professional and compassionate manner
Position Details
Start Date: MayβJune 2026
Expected Commitment: 1β2 years preferred
Location: Pediatric ophthalmology office in Purchase, New York.
Satellite office in Fishkill, New York
Qualifications
- Bachelorβs degree preferred; strong interest in healthcare or clinical medicine required
- Strong interpersonal and communication skills, particularly with children and families
- Excellent attention to detail and organizational skills
- Professionalism, reliability, and a genuine interest in clinical medicine
- This position provides valuable exposure to patient care and clinical decision-making while working closely with physicians in a specialized pediatric practice
We are an equal opportunity employer and welcome applications from all qualified candidates.
Haight Brown & Bonesteel LLP, a well-established litigation defense firm, is seeking an experienced paralegal or legal assistant to work at its LA office. This job requires daily commuting to downtown LA with no remote work offered.
REQUIREMENTS:
- Certificate of completion from a paralegal program OR significant experience handling paralegal and /or legal assistant duties at a civil litigation firm on the defense side
- Experience billing hours reflecting work
- Strong understanding and knowledge of the California Code of Civil Procedure and court procedures, filings, service requirements;
- Familiarity with federal court rules;
- Experience scanning, coding, uploading, storing and printing documents, as well as developing and implementing databases to manage, organize, sort, index, analyze and summarize large volumes of data;
- Ability to perform legal research, conduct asset searches and basic investigation, draft and issue subpoenas, and draft, summarize and index discovery and documents;
- Experience assisting attorneys with trial/binding arbitration preparation and court attendance where necessary; and
- Experience with Microsoft Office software, including Word, Excel and PowerPoint; NetDocuments; Summation; Concordance; and Trial Director.
Job Type: Full-time
Salary: $70,000.00 - $85,000.00 per year with an annual $10,000 bonus for those who meet the firm's quarterly billable hour requirement.
Our firm culture includes a mix of teamwork, good communication, a work/life balance and career development opportunities.
We offer a competitive salary and benefits package, including medical, dental, vision, 401(k), life insurance and flexible spending accounts
All resume submissions are strictly confidential.
Remote working/work at home options are available for this role.
DarrowEverett LLP is looking to hire a Land Use Associate Attorney for our Litigation Department. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm and its clients in ways that enhance its reputation. Candidates should have the desire to work in a collegial environment and to grow their practice.
Qualified candidates must be prepared to handle various permitting at the municipal, state, and/or federal levels. DarrowEverett attorneys pride themselves on their winning record and seek only to recruit those candidates who share a passion for success. A strong record of academic achievement, proven writing skills and a talent for advocacy in the courtroom are minimum requirements. Attorneys must be licensed to practice in Rhode Island and/or Massachusetts and be a member of the bar in good standing.
Role & Responsibilities:
- Overseeing local and state permitting process approvals, including attending meetings, submitting applications and prosecuting appeals
- Managing applications for licenses
- Providing zoning, planning, and general permitting opinions
- Coordinating with staff
- Responding to the urgent needs of clients
- Attending Zoning Board and Planning Board meetings
- Regularly updating clients regarding the progress of their matters
Qualifications:
- 5+ Years Experience
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as municipal policies and procedures
- Ability to handle sensitive matters on a confidential basis
- A high degree of initiative, mature judgment, and discretion
- Excellent organization and time management skills
Compensation:
- Salary commensurate with skills
- Medical, Dental, Vision Insurance
- 401K with employee match contributions
- Generous holiday and vacation schedules
DarrowEverett LLP is an ever-growing and successful middle-market firm with offices in Florida, South Carolina, North Carolina, New York, Tennessee, Massachusetts and Rhode Island. DarrowEverett supports its attorneys and fosters a collegial work environment. All applicants considered -- DarrowEverett prides itself on its diverse and successful workforce.
DarrowEverett LLP is looking for a Family Law Associate Attorney for our Litigation Department. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.
Qualified candidates must be prepared to handle cases from inception through trial, including drafting discovery pleadings and motions, and taking and defending depositions. DarrowEverett attorneys pride themselves on their winning record and seek only to recruit those candidates who share a passion for success. Strong record of academic achievement, proven writing skills and a talent for advocacy in the courtroom are minimum requirements. Attorneys must be licensed to practice in Rhode Island and in good standing.
Role & Responsibilities
- Overseeing and managing the legal issues that transpire between people that are members of the same family.
- Supervising and directing mediation sessions and offering effective legal advice.
- Organizing and recording all official documents required to file cases.
- Coordinating with staff to prepare an extensive brief on each case that goes to trial.
- Upholding a steady schedule of hearings, court appearances, and conferences.
- Responding to the urgent needs of clients.
- Overseeing family estates and wills.
- Attending trials and court proceedings.
- Regularly updating clients about their cases.
Qualifications:
- Bachelorβs degree and J.D. Degree
- 3-5+ Years Experience
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as state and federal court procedures
- Ability to handle sensitive matters on a confidential basis.
- Licensed to practice in Rhode Island and in good standing.
- Licensed in Massachusetts a Plus.
- A high degree of initiative, mature judgment, and discretion.
- Organization and time management skills.
DarrowEverett LLP is looking for a Commercial Lending & Finance Attorney with excellent communication and administrative skills, who is highly organized and detail-oriented, is able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.
Role & Responsibilities
- Representing banks or private/public lenders & fixed income first or second lien commercial real estate transactions
- Conducting other commercial real estate issues such as the evaluation, transfer, or drafting of commercial leases and/or drafting deeds of trust
- Experience in other commercial real estate transactions or investment, corporate, and / or M&A transactions
- Representing lenders and borrowers in financial transactions, with a principal focus on commercial real estate credit secured by mortgages or deeds of trust
- Utilizing industry solutions to CRE finance transactions, including structuring, negotiating, and closing transactions
- Using best practices for drafting and perfecting security interests, including reviewing title insurance policies and drafting title objection letters, commercial or multifamily real estate, tenant improvements or equipment, or cash flow coverage
- Oversee real estate secured finance solution, workout & restructurings
- Effectively organize and maintain client files
Qualifications:
- Bachelor's degree and J.D. Degree
- 15+ years of continuous, specific, and verifiable commercial lending & finance
- Extensive experience in structuring, negotiating, and documenting commercial real estate transactions
- In-depth knowledge of commercial real estate finance
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as state and federal court procedures, forms, deadlines, filing requirements and portals
- Ability to organize factual and legal data into clear and logical arguments.
- Ability to handle sensitive matters on a confidential basis
- Licensed to practice law and in good standing in at least one of the following states: MA, RI, NY, SC, NC, or FL
- A high degree of initiative, mature judgment, and discretion
- Organization and time management skills
In an effort to expand its footprint in the Providence market, DarrowEverett LLP is looking for an experienced, Corporate Associate Attorney with immediate availability. Candidate(s) should have a strong acumen for leadership and a desire to be an integral part of a growing office. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, and its clients in ways that enhance its reputation.
Qualified candidates must have a passion for success. Strong record of academic achievement, proven research and writing skills and a talent for handling matters professionally are minimum requirements. Attorneys must be licensed to practice in Rhode Island and be a member of the bar in good standing.
Role & Responsibilities
- 3-8 years of continuous, specific, and verifiable corporate experience
- Ability to review, draft, and negotiate commercial contracts, including equity and asset purchase agreements, shareholder, partnership and operating agreements, loan agreements, license agreements, financing agreements, service agreements, non-disclosure agreements and restrictive covenant agreements
- Research legal issues relating to a wide variety of business transactional issues and provide analysis within the client's budget and time constraints
- Assist in due diligence for mergers, acquisitions, and dispositions
- Manage high client volume and workload responsibility
- Provide advice to clients regarding contract terms and legal implications of business operations and transactions
- Assisting in the development of strategies to manage risk exposure and prevent legal problems from occurring
Qualifications:
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as state and federal court procedures, forms, deadlines, filing requirements and portals
- Ability to organize factual and legal data into clear and logical arguments
- Ability to handle sensitive matters on a confidential basis
- A high degree of initiative, mature judgment, and discretion
- Organization and time management skills
Compensation:
- Salary commensurate with skills
- Medical, Dental, Vision Insurance
- 401K with employee match contributions
- Generous holiday and vacation schedules
As a result of continuous growth, DarrowEverett is looking for a Litigation Paralegal to work out of our Providence or Boston offices. The Litigation Paralegal will assist attorney(s) by providing clerical and research support services, including document preparation and review; interviewing clients and witnesses; research, investigations, and fact checking; and trial preparation.
Duties/Responsibilities:
- Meets with attorneys, clients, and other professionals to discuss assigned cases or projects.
- Drafts legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleadings according to judicial procedures.
- Researches and analyzes statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys.
- Interviews clients and witnesses and prepares summaries of their statements.
- Prepares, organizes, stores, and retrieves case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.
- Assists attorneys with trial preparation, which may include attending trials and hearings.
- Develops and maintains records regarding billable hours spent on specific cases.
- Performs other related duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.
- Excellent interpersonal and customer service skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Ability to function well in a high-paced and at times stressful environment.
- Ability to maintain confidentiality, and to exercise discretion and good judgment.
- Proficient with Microsoft Office Suite or related software.
Education and Experience:
- 5-8 years of continuous experience as Litigation Paralegal.
- Associate degree in Paralegal Studies or related field not required but encouraged.
- Some related experience preferred.
Company: Talley LLP
Location: Orange, California (Remote-USA)
Title: Tax Accountant
About the Firm
Talley, LLP, and its affiliated entitiesβTalley Law Group, LLP (βTLGβ), Talley Capital Group, LLC (βTCGβ), and Talley Wealth Management, LLC (βTWMβ) (collectively βTalleyβ)βis a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line.
Talley, LLP, was founded in 1989, with the mission of helping entrepreneurial driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each clientβs Most Trusted Advisor (MTA) by delivering global solutions to our clientβs complex challenges and opportunities.
Our services include:
- Audit & Assurance services, including financial reporting
- Tax compliance,
- Tax planning, and proactive advice
- Business consulting
- Estate planning, business planning, M&A, and tax law services delivered through TLG
- Outsourced accounting, controller and CFO services
- M&A, growth-through-acquisition, and operational consulting delivered through TCG
Talley is a boutique firm with 70+ U.S.-based professionals and 20β30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.
Position Summary
The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement.
Essential Functions of the Position
Qualities
- Time Management
- Exceptional Organization Skills
- Strong Communication skills
- Responsiveness to time-sensitive items
- Attention to Detail
- Focus on client
- Ability to work independently
- Team Collaboration
- Strong Leadership skills
- Transparency
- Strong Work Ethic
- Being professional and respectful to others
- Positive Attitude
Technical Skills
- Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc
- Ability to review less complex tax returns prepared by staff and outsourced providers.
- Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities
- Ability to perform fundamental tax research
- Address government agency's tax notifications
- Ability to prepare Trust Tax returns
Client Service
- Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices
- Ability to review and identify tax planning opportunities
- Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation
- Provide superior service to our clients such that the clients provide referrals to their friends and colleagues.
Training and Personnel
- Participate in recruiting tax department staff and interns
- Provide technical on-the-job (OTJ) training to tax preparers and outsource providers.
- Provide informal mentoring to staff members
- Participation in department activities as a team player on behalf of the department and the firm.
- Demonstrate an ability to interact and work as a team member.
- Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel
- Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program.
Department
- Follow department policies and procedures
- Identify and look for process improvement ideas.
- Participate in weekly department meetings
- Assist as liaison with outsourced tax preparers
Preferred Attributes
Successful applicants will have a minimum of 2-4 years' experience preparing tax returns in a CPA firm.
- Active CPA required
- Bachelorβs Degree in Accounting is required.
- Software: CCH Engagement
- Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation
- Customer service focus
- Ability to get along well with diverse personalities; tactful, mature, and flexible.
- Ability to operate independently and βself-manageβ projects
- Result-and profit-oriented, with the ability to balance other business considerations.
- Strong analytical and reasoning abilities
- High energy level, comfortable performing multifaceted projects in conjunction with everyday activities
- Superior numeric skills.
- Excellent written and verbal communication skills
- Ability to communicate and actively support the values of the firm and communicate these values to others