13 jobs found

Midtown Atlanta law firm is seeking a Corporate Legal Assistant for a direct-hire, permanent position. This firm offers one of the most comprehensive benefits packages in town, salaries are highly competitive, and attorneys here are regularly recognized as being among the "Best Lawyers in America", with the firm the recipient of "Top Law Firm", "Top Employer" and other national and global law firm awards. To be considered, the Corporate Legal Assistant should have at least two years of experience providing administrative support to attorneys in a transactional practice in a law firm or corporate law setting, with trusts/estate planning a plus. Candidates must have exceptional document production, proofreading and editing skills, have good communication skills and enjoy interacting with clients, be well organized and be able to prioritize and multi-task. Strong MS Word and Excel skills are necessary. Responsibilities will include: Drafting legal documents, correspondence, and memos; proofing, editing, and formatting documents Preparing closing documents and binders Managing calendars of attorneys, scheduling meetings, travel and client development events Preparing monthly expense reports for reimbursement Entering attorney time into billing program Client interaction via phone, in person and email correspondence Handling other related legal administrative duties and assisting with special projects This firm has an outstanding reputation for recognizing the value of their employees. Benefits and perks include annual bonuses, annual profit-sharing contributions, a choice of medical/dental and vision plans, a generous PTO plan, a hybrid work schedule, paid parking and more. Beautiful offices, wonderful firm support and leadership - don't let this newly created position pass by! Qualified candidates please submit resume for immediate and confidential consideration. Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . We look forward to working with you. Beacon Hill. Employing the Future (TM)

Tax Senior Manager - private wealth, flow-throughs, partnerships, entities Location: USA CA San Francisco 50 Fremont St Time Type: Full time Posted on: Posted 5 Days Ago Job Requisition ID: 22803 Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago, and Boston. Job Description: Responsibilities Baker Tilly has an incredible career opportunity for a Tax Senior Manager to join our growing San Francisco office for the robust Bay area tax practice, specializing in private wealth, flow-throughs, real estate partnerships, family limited partnerships, and some entities. You will enjoy this role if: You like being your client's personal advisor and collaborating with their other advisors such as attorneys, bankers, and investment advisors. You crave a leadership opportunity with a well-established high net wealth practice. You are very strong in accounting and compliance. You want to be part of a firm invested in your success. What you'll do: Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses. Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. Lead multiple engagements that deliver proactive tax planning and strategic consulting. Advise and make recommendations to clients on business succession planning. Build on technical competence by keeping up-to-date on trends and developments. Assist with managing client engagement staffing and ensure client profitability targets are met. Utilize your entrepreneurial skills to network and build strong relationships. Invest in your professional development through participation in firm-wide learning and development programs. Support the growth and development of team members. Qualifications Successful candidates will have: An undergraduate degree in Accounting or related field required. CPA, EA, MST or JD/LLM required. Eight (8) + years of experience in tax return review and planning. Two (2) + years of supervisory experience desired. Ability to lead and supervise others and provide exceptional client service. Eligibility to work in the U.S., without sponsorship, highly preferred. The compensation range for this role is $122,300 to $264,990. Actual compensation is influenced by a variety of factors including skills, experience, qualifications, and geographic location.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Director to join the Private Client Services (PCS) team. This role is to be based out of our Boston, MA or Burlington, MA offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. 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 "Places to Work" 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. Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts. What Work You Will be Responsible For: Lead, plan, and supervise multiple engagements which include consulting, compliance, and tax planning services. Assist with and manage IRS and state audits as well as responses to notifications as needed. Guide clients and members of the firm through complex tax rules and regulations including ensuring compliance and advising executive leadership on best practices and emerging issues related to tax. Consult with engagement team to promote new ideas and innovative planning opportunities to clients. Manage client communications and relationships. Participate and actively contribute to new business development activities. Train, supervise, and mentor other department team members. Assist in managing and leading internal department. Basic Qualifications: Bachelor's degree in Accounting or equivalent field. 10+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience. CPA (Certified Public Accountant), or parts passed towards completion, or IRS (Internal Revenue Service) Enrolled Agent Certification. Experience preparing tax returns for individuals, trust/estates, and or entities. Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field. 5+ years of experience managing staff. Experience using ProSystems FX, CCH Engagement, XCM or similar tax software. We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 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: Our full-time positions also offer a competitive benefits package that includes: Medical, dental, vision, life, and disability insurance. 401(k) Retirement Plan. Flexible Spending & Health Savings Account. Paid holidays, vacation, and sick time. Employee assistance program and other firm benefits.

To Apply for this Job Click Here POSITION DESCRIPTION: The Senior Development Manager will be primarily responsible for independently leading all aspects of planning, financing, and implementation of several developments. The projects range from pure financing consulting to developing and managing multi-family deals. The role will also include oversight of predevelopment activities and all other projects that are assigned to the incumbent, coordination of design efforts, liaising with clients and government agencies, and communicating with stakeholders. In addition, the Senior Development Manager will assist in securing funding for projects, which would include preparing funding applications and working with potential lenders to secure loans or other financing as may be appropriate. The Senior Development Manager will also be required to actively engage in business development efforts. RESPONSIBILITIES: The Senior Development Manager will be responsible for meeting all reporting requirements by funders. The Senior Development Manager will also support the team in developing and implementing appropriate supportive services. The Senior Development Manager must be able to operate independently with little oversight in this role. Additional responsibilities include: Providing analytical support with minimal supervision while ensuring the integrity and accuracy of financial data used to make critical financing and investment decisions. Overseeing all necessary predevelopment work including surveys, appraisals, title work, environmental, etc. Coordinating and overseeing the work of project teams, which may comprise architects, urban planners, engineers, contractors, attorneys, lenders, investors, property managers, etc. Managing the planning, design, bid/award, and construction process to ensure that projects conform to quality standards, are on time, and within budget. Ensuring compliance with all funding requirements as applicable including but not limited to CBE, Section 3, First Source, etc. Responding to Request for Proposals for development projects. Building and maintaining property cash flows and operations in Excel. Using online databases and various market data to provide relevant market information. Underwriting valuations and the impact of financing on commercial real estate. Preparing financing memoranda that include business plans, graphics, market information, and financial information. Assisting with any community, resident, or management issues. Managing multiple tasks on a daily basis and delivering under tight deadlines in a demanding work environment. Collecting and distributing due diligence materials for loan closing. Various ad hoc assignments. MINIMUM QUALIFICATIONS: Bachelor's degree in Business or Finance related field with five (5) or more years of work experience in the field of housing and/or community development. Experience in real estate development, acquiring, and closing of land transactions. Experience in managing design, financing, and construction of affordable housing. Excellent written and verbal communications are required. Proficiency in Microsoft Office Suite: Excel, Word, Outlook. SUCCESSFUL CANDIDATES WILL POSSESS THE FOLLOWING ATTRIBUTES: An entrepreneurial spirit. Proactive and extremely responsive. Personable with a good sense of humor. Strong financial and analytical skills. Broad-based understanding of project management with strong planning and a "detail-oriented" focus. Experience with funding programs for subsidized housing. Experience with working with City, State, and Federal Agencies in connection with real estate development. Understanding of fundamental real estate terminology. Demonstrated commitment to the mission, philosophy, and vision. Energy and commitment to work in an entrepreneurial environment with the ability to prioritize responsibilities. Strong organizational skills. Demonstrated ability to work effectively with a wide range of people and organizations. Ability to clearly and concisely write a business plan. Ability to work under pressure, in a time-sensitive environment, delivering timely and accurate work. Ability to understand and troubleshoot complex financial models. Ability to create new complex models. Ability to write clearly and informatively and present numerical data effectively. To Apply for this Job Click Here

Are you detail-oriented? Do you enjoy preparing invoices, processing accounts payable, collecting payments, reconciling accounts and preparing financial reports? Is a positive work environment where you feel part of a team important to you? If so, you might be the perfect candidate for our Billing and Accounts Payable Specialist position. We need a highly organized, upbeat and motivated professional to join our AMAZING team. We need a self-motivated, team player to support our office and clients. You will need to make organization a priority as well as timely and accurately managing all AR/AP processing and financial reporting. Your attention to detail is highly valuable. Compensation: $18 - $25 hourly Responsibilities: Prepare and generate final invoices and send to clients in accordance with the Firm s policies and procedures for time-keeping, billing, and expense tracking Process payments in accordance with the Firm s policies and schedules for accepting payments Manage the law firm trust accounts and client billing list Oversee A/R collection including contacting clients to obtain payment Work with clients to address questions and concerns related to billing and payment and provide customer service to resolve issues Setup and maintain all vendor accounts and process payments timely and accurately Review and reconcile invoice discrepancies Reconcile various accounts monthly Enter all transactions in QuickBooks timely Prepare weekly/monthly financial reports for Managing Attorney Qualifications: Associate s Degree required Must be able to demonstrate proper grammar, proofreading, critical thinking, and business writing Must have at least two years experience as a billing and accounts payable assistant in a professional service business, preferably in a law firm Will have at least two years experience with QuickBooks Will be organized and efficient, comfortable with various types of accounting software, and demonstrate proficiency with MS Office. Strong excel knowledge is preferred About Company Shoup Legal, A Professional Law Corporation is an Estate Planning, Trust Administration, Probate, and Business Law firm located in beautiful Murrieta, California. Our firm focuses on leveraging technology and five-star customer service to provide an experience not seen in other firms. We believe in empowering our staff to go above and beyond for clients in their most desperate hours of need. We take pride in the amazing team that we ve helped build at Shoup Legal and are looking for candidates who want to take their careers to the next level.

We are seeking an Executive Admin/Client Concierge to support a small, family owned legal practice that specializes in Estate Planning, Elder Law, Disability and Probate matters. Candidates must be dependable, and utilize his/her client service knowledge to provide a top-notch experience to our clients. Candidates must possess exceptional communication and organizational skills. Experience with Microsoft Office (Word, Excel, Outlook) is required. Prior legal experience, preferably with elder and probate law is desired, but not required. Responsibilities: Coordinates a complex schedule of appearances and activities, requiring coordination of client consultations and meeting for Attorneys and Paralegals. Assures that the clients are fully prepared to participate in all scheduled activities. Contributes to the overall staff support of the office, assisting colleagues as needed. Regularly contributes suggestions for efficiencies, process changes, and other resources to support effective operations of the office. Provides direct administration support to the Principal Attorney, which may involve phone calls to courts, preparation of professional correspondence, preparation of marketing material for presentations and community outreach. Follow up on prospective client leads, managing referral source gifting program, client appreciation programs. Sorts and distribute incoming mail. Qualifications: Associate degree and three to four years of experience supporting the operations of an office, supporting management or leadership, or in a related administrative capacity. Education and training may be substituted for years of experience. Ability to maintain strict confidentiality and to function effectively in ambiguous situations requiring the exercise of significant judgment and discretion. Ability to work independently and regularly exercise judgment in line with established policies and procedures. Excellent writing, verbal and interpersonal communication skills. Proficient user of Microsoft Office Suite. Ability to express compassion, understanding, and empathy at all times. Must have positive, outgoing personality with an eagerness and patience for callers who have complex legal needs. Ability to build rapport with clients. Strict attention to detail. Hours: Monday - Thursday, 8:30 a.m. - 5 p.m.; Friday 8:30 - 2:00 p.m. #ZR

About Us The Save Mart Companies is one of the largest food and drug retailers in California and Nevada. It is home to a number of well-known brands in food retailing. You might have seen our banners that include Save Mart, Lucky, Lucky California and Food Maxx. We also have 4 distribution centers and SMART Refrigerated Transport, a trucking firm that transports dry groceries, frozen foods, ice and novelties to all of The Save Mart Companies stores. We are a locally and family owned business, headquartered in the heart of one of the greatest agricultural areas of our nation - the San Joaquin Valley. Some of our competitive benefits include: exceptionally generous benefits package (Health, Dental, Vision, Life, 401K), flexible schedule options, Employee Connection (earn fun and valuable prizes!), Life Long Learning - Educational opportunities, Employee Association (discounted and free tuition options, contests, and support services). We Are Currently Recruiting For The Position Of: ASSISTANT LEASE MANAGER Location : On-Site & Remote Hybrid Opportunity. Four to six weeks of training on-site in Modesto, then remote hybrid from Dublin, CA or Modesto, CA** The Assistant Manager, Lease manages company real estate leases and subleases. The position ensures the real estate portfolio decisions align with company goals, needs, and acceptable risk levels. The Assistant Manager will oversee all phases of the lease process, including reviewing and monitoring leases prior to execution and throughout the lease term, monitoring critical lease duties, calculating rental escalations and initiating appropriate action in the event of tenant defaults. Maintains electronic files and abstracts leases into software program); performs continual lease audits, works with property management to ensure lease compliance, manages security deposits/letters of credit, works with accounting and property management on operating expense reconciliations, rent billings and reviews and audits monthly financial information. This role will manage the commission payment process and assist in leasing due diligence, and work with3rd party lease administrators. Essential Duties and Key Accountabilities : Abstract all new leases entering information into lease administration & accounting system . Enter and manage all lease notes, maintaining critical dates and tickler files. Follow up as required to ensure asset and property management and leasing are aware of any approaching option dates and required action. Review leases, lease amendments & exhibits & prepare for execution and distribution to proper parties. Maintain system of tracking expiration dates of leases. Tracking of all changes or adjustments necessary to lease documents received. (Amendments, Addendums, etc.) Serve as liaison between Landlord, Tenants, Subtenants and Property Managers regarding each party's compliance with all provisions of the lease, CC&Rs, OEA's or similar underlying documents. Work with property management to ensure certificates of insurance are current, commencement exhibits are executed, security deposit/LOC and operating expense information is correctly entered in lease & accounting software. Prepare and follow a continual audit schedule for all existing lease documents in the portfolio. Perform lease file audits and follow up with property management on any related action items. Manage the commission calculation and payment process. Calculate all commissions in accordance with the listing agreement or commission agreement. Process all invoices for payment upon obtaining the approval from Asset Management. Oversee and track Tenant Improvement allowances and ensure that improvement is being administered properly and within lease guidelines. Maintain soft copy files for all floor plans, BOMA calculations and tenant as-builts as requested. Manage the due diligence process as it relates to lease documents both for acquisitions & dispositions. Prepare and update option exposure information to maintain awareness when granting options for existing stores, new tenants or subtenants. Collect and organize information for market surveys, occupancy reports/rent rolls, lease expiration reports, rollover reports, space availability reports, stacking plans and various other reports as requested or necessary for the portfolio. Track rental increases and communicate or send any notices that need to be sent to tenants. Work with property management to ensure rent and other income are collected in a timely fashion and proper follow up is taken. Collaborate with Accounting to ensure other income (cell towers, parking, storage, etc.) is collected in a timely fashion and review lease for compliance. Work with Property Management to ensure preparation of delinquency notices and initiation of appropriate action in the event of monetary default. Review the tenant move-ins and move-out procedures and ensure lease provisions are followed. Partner collaboratively with Accounting and Property Management to audit operating expense billing both estimated prepayments and reconciliation to ensure accuracy. Manage hard copy and electronic Master Lease files. Assist with negotiations with brokers, developers, attorneys, property owners and landlords Conduct field research to analyze market competition, locations, and performance; conduct site due diligence, property inspections, and transaction closing; obtain site plan approvals and building permits Follow all safety policies and procedures Other duties as assigned Requirements (Knowledge, Skills and Abilities): Ability to strategically manage people as business resources and view them as our most valuable asset Strong organizational and planning skills Excellent negotiation and communication skills, verbal and written with ability to articulate concepts to various audiences Positive attitude and proven experience working as part of a greater team or independently Strong lease and property management, financial, and legal acumen Experience changing the status quo and creating new, improved ways to get the job done Ability to work under pressure and maintain attention to detail with efficiency and accuracy Ability to prioritize and handle multiple assignments at any given time while maintaining commitment to deadlines Drafting and review of real estate legal agreements Estoppel and Subordination, non-disturbance and attornment agreement drafting and review experience a plus. Microsoft, Excel, Word, PowerPoint and Teams experience Ability to meet the expectations and requirements of internal and external customers Encourages collaboration and fosters a collaborative environment Ability to lead and manage change while dealing with ambiguity Ability to adapt quickly in a fast-paced, rapidly changing business environment Education: Bachelor's degree or equivalent experience, preferably licensed with the California Department of Real Estate. Experience: 2+ years Lease Administration, Legal or other relative experience. Actively licensed by the California Department of Real Estate, broker licensed preferred. 2+ years' experience or managing 3rd party consultants or service providers Other: Some travel is required Physical: Reach outward or above shoulder, lift/carry 10 lbs. or less, push/pull 10 lbs. or less, standing, sitting, walking, climbing, crawling, squatting, kneeling, bending, handling, visual demands including close work, auditory demands including phone equipment, and ability to operate a computer Work Environment: Basic office environment, low noise, and moderate temperatures; or, ability to work remotely, from home or temporary working hotel environment.

Senior Property Tax Analyst Role: Want to make a real impact on people's lives and businesses? Elliott & Associates is looking for a Senior Tax Analyst to help us lower property taxes for Illinois taxpayers. We provide a flexible, goal oriented, team environment. While we are a law firm, we greatly respect the skills of the valuation professionals on our team. This role is a great balance between using your valuation expertise and and providing service to our team and our clients. Roughly half of your day will be independent - preparing legal briefs. The balance of your time will be spent administrating our portfolio of client properties deciding whether and when to appeal, answering client questions, and providing top notch valuation research and advice to our team. You will also be involved in the new client intake process seeking to convert qualified leads into long-term clients. Our core values of excellence, accountability, respect & integrity, team development and innovation drive every decision we make - along with profitability. You will excel if you are goal oriented, empathetic. and strive for excellence. Who We're Looking For: This job requires the ability to quickly understand and preliminarily value commercial real estate. Drive, determination and a self-disciplined approach to achieving results that meet these established criteria are necessary for successful job performance. The job environment is structured and job expectations are clear. While the pace of the work is faster than average, quality is never compromised. The focus of communication and organizational relationships is based on technical expertise. The work requires specialized technical problem solving and ingenuity while working within approved organizational systems and technology, and the demonstration of the values of integrity, quality, caution and calm. New ideas and concepts are also important but will be carefully analyzed and tested before communication and adoption. Goals are a key. Success will include managing up and down in the law firm. You will have the necessary authority to enforce policies, procedures, and deadlines. You will need to patiently coach and train members of our administrative team. This is key to effective delegation and sustainable team success. You will assist in educating the administrative team technically so that the firm maintains consistent quality standards throughout . The position encompasses a defined span of control and opportunity for someone who engenders trust, a sense of urgency and consistent achievement of quality standards. Role Responsibilities: Collar county leader: You will lead of the commercial and multifamily collar county docket. Responsibilities include: meeting pre-defined annual production and settlement goals; providing recommendations and progress reports to leadership and consulting the managing attorney as needed. You will be accountable for making initial appeal recommendations (within defined guidelines), managing appeal resolution and overseeing result processing. You will ensure that the process from obtaining client documents through the appeal is timely. And, that clients are well informed throughout. You will be responsible for settling appeals with local assessing officials prior to hearing. The ones that you cannot settle, you will escalate to an attorney for presentation at hearing. Building rapport with clients and assessing officials is key. Brief production: Workload varies annually based on reassessment cycles. You could be asked to produce 400 briefs in a high volume year - both in Cook and the Collar counties. A low volume year could be closer to 200. Advanced planning and prioritization of high stakes appeals is key. We provide you with the technology and tools so that you can focus on sizing up and strengthening your case. Last minute requests: There will be times when you will be responsible for obtaining client documents at the last minute. You will also be responsible for reviewing appeal notes on and preparing re-review evidence. Re-review deadlines can be under 24 hours. Retention: Our team sets and monitors an annual retention goal for existing clients. You will be responsible for providing timely client support upon request. Conversion: You will be one of a few gatekeepers for new clients. Your goal is to convert quality leads into happy, long term clients. Treat each file as if it were your own, while also setting clear expectations with the client. Keep leadership apprised of your progress. Valuation research: You will provide research and seasoned valuation recommendations internally, on request. This is a shared responsibility with our other Senior Analyst. Proficiency in CoStar and MLS will aid in your success. Desired Skills and Experience: Goal oriented. Setting and achieving goals should excite you. A proven ability and desire to hone your technical skills in Cook and the Collar counties. A proven ability to use communicate your technical expertise to clients in simple terms. You must enjoy working up an appeal while also engaging with clients and talking with them about their business and how Elliott & Associates will solve their real estate tax needs. A dependable and reliable team player. Demonstrated ability to collaborate with coworkers and clients. 3-10 years of property tax experience. Required: Proficiency in Microsoft Office Suite and comfort in learning new technology platforms. Experience in Microsoft Teams is a plus! Benefits: We offer a competitive salary, 401k, health insurance, and vacation benefits program. Compensation is commensurate with experience. About us: We are an innovative and prominent real estate tax firm that assists businesses, community associations, and homeowners throughout Illinois in reducing their property taxes. We have a team of nearly 30 experienced attorneys, valuation analysts, and administrative staff who go above and beyond to obtain the lowest taxes possible for every client.

Note: This is not a sales position. Responsibilities As a member of a client team you will provide: Relationship Management: Be a first point of contact for a number of the team's clients. You will be working with the most senior advisors at the firm while being supported by other members of the team. Client Service: Drive clients' financial planning strategies and portfolio management. You will be supporting a comprehensive approach to working with clients that is inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Financial Plan Development: Based on a client's goals and circumstances, you will create financial plans that address questions such as at when a client can retire with financial security. Investment Portfolio Creation: Review a client's current investments and objectives, give the client a picture of his or her current portfolio composition and within the firm's guidelines oversee a custom portfolio that the firm will manage. Specialization: Be the firm's point person in a technical area which might include: Investments: Participating on the firm's investment committee, you will cover a segment of the investment universe. Financial Planning: Focusing in one area of financial planning, you will function as the firm's internal subject matter expert. Business Development: Foster relationships with other professionals such as Accountants and Attorneys that lead to the acquisition of new clients for the firm. Qualifications Applicants should have all of the following: 3+ years' experience in Wealth Management with a demonstrated ability to manage client relationships Either the CFP® or CFA designation, or having passed the exam for the designation, a strong plus Bachelors' degree from an accredited university with a high GPA Strong Financial Planning and Wealth Management interest, acumen and judgement Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience Detail-oriented, self-starter, take initiative Team player, collaborative, able to work with and through others Organized and able to set priorities Of the highest integrity Maintain a "client-first" mentality Desire and ability to work successfully in a small company environment. A belief in fee-only, fiduciary professionalism Salary and Benefits Competitive compensation based on industry standards Incentive Bonus Generous benefits, including: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA, Traditional and Roth 401(k) and matching contribution, Tuition reimbursement to a Financial Planning Program and Exam Fee, up to $400 for gym reimbursement, renewal of CFP® and CFA designations, Membership to NAPFA. For consideration, please include a copy of your resume in WORD with a cover letter when you click apply. Altfest Personal Wealth Management is an Equal Opportunity Employer. Firm Overview Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Altfest Personal Wealth Management is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients. Altfest Personal Wealth Management has been named one of AdvisoryHQ's "Top Rated Financial Advisors in New York City" in 2018, 2019 and 2020. The firm is proud to be honored by InvestmentNews as one of the "75 Best Places to Work for Financial Advisers" nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain's New York. Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron's "Top 100 Independent Advisors" as well as Barron's state-by-state listing of "America's Top 1,200 Financial Advisors", among many other acknowledgements. Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm's marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a "Top Women Wealth Advisor" by Forbes from 2, as well as a Forbes "Best-in-State Wealth Advisor" from 2. She has also been featured in Crain's New York Business' list of "Notable Women in Finance" in 2018 and 2019. Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm's Young Professionals group. He is also an active member of Altfest's Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a "Best-In-State Wealth Advisor" by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes' list of America's Top Next-Generation Wealth Advisors in 2017, 2018 and 2019. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. *AdvisoryHQ's ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ's selection methodology can be found at *InvestmentNews' Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain's Best Places to Work in NYC, Crain's works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%). Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron's America's Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Forbes' Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron's state-by-state listing of America's Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at *Crain's Custom editors choose candidates based on their professional..... click apply for full job details