7 jobs found

Job Description Job Description Full-Time Associate Attorney in Estate Planning, Probate, & Elder Law Job Brief: We are a growing, family-oriented estate planning law firm. We are looking for a family-oriented, magnetic, friendly, genuine, motivated, task-oriented, teachable, and well-rounded attorney to join our team. This position will be based primarily out of our Monroe, NC office but may split time between that office and our main office in Weddington. The primary location of this position may be relocated to our planned Charlotte office location within the next year (negotiable). This position entails significant client contact, running client meetings, selling clients on the attorney and the firm, designing personalized planning solutions for situations ranging from simple to very complex, drafting and reviewing basic and advanced estate planning documents, advising regarding Medicaid qualification planning, asset protection strategies, business formations, and trust and probate estate administration. While this is not primarily a litigation position, experience in civil litigation (especially fiduciary litigation) is a plus. Candidates will be expected to bring and further develop a network of referring professionals in related fields, including financial advisors, real estate agents, accountants, and attorneys specializing in other fields. Candidates will be expected to seek out and deliver public speaking engagements in the local community, engage in community outreach, and contribute to the firm's blog on a regular basis. Candidates with a portable book of business within our practice areas and a proven history of building relationships in the community will be at an advantage. Experience planning and delivering public-facing seminars is also a strong plus. Newly licensed or entry-level attorneys will be considered if you have additional relevant education or certifications, such as LLM in Taxation or Estate Planning, CPA, MTWM, CFP, CTFA, ATFA, social work experience in the field of long-term care/Medicaid qualification, or substantial coursework in the taxation of individuals, businesses, and estates. This position is structured as a base salary with a strong incentive program in the form of monthly bonuses based on billings in excess of your monthly minimum billing expectation. Therefore, your compensation will depend largely on your ability to engage new clients using our proven method and fixed fee schedule. Base salary will depend on amount and relevancy of experience and existing technical expertise. Salary range indicated in this listing includes the probable range of base pay plus bonuses. The firm also offers a 401k plan with up to 4% employer match. When applying, please submit an attachment containing your cover letter, resume (please include your undergraduate and law school GPA and LSAT score and relevant experience), and a brief writing sample (either a prepared legal writing sample or a brief story telling us about a time when you overcame adversity). Finally, please complete the assessment here: -Wills-and-Trusts Thoroughness and ability to follow a process are critical to our practice. Therefore, applications lacking any of these elements will be disregarded. Experience: Previous experience as an estate planning, probate, and/or elder law attorney is strongly preferred, but we are willing to train an outstanding candidate transitioning to this practice area. Experience and/or formal training in tax matters (individual and business income tax, estate and gift tax, generation skipping transfers tax) or in adjacent fields (e.g. real estate or business) is a significant plus. Certification as a specialist in Estate Planning or Elder Law is also a significant plus. Candidates with significant experience should be willing to learn and adopt our systems and internal methodologies. This position will not be a good fit if you are unwilling to adjust, though your input on ways to improve our systems will always be welcome. Candidates lacking this specific experience but meeting our other requirements will be considered on the condition that they agree to dedicate themselves to substantial self-study during off-work hours to achieve the requisite technical knowledge within the first three months after hiring. Specific experience is secondary to finding someone with the skills and personality we're looking for and the willingness to work hard to learn what you need to know quickly and to help build our practice. Previous experience in financial services, trust management, marketing, social media management, graphic design, or community outreach would be a bonus and should be noted in your cover letter if applicable. Responsibilities Include: Meet with prospective clients for initial planning meetings and gather all necessary information to make planning recommendations; Meet with with existing clients and review possible changes or upgrades to estate plans; Engage clients to move forward with preparation of estate planning documents; Analyze unique client circumstances and recommend specifically tailored planning solutions; Draft and review estate planning documents to ensure that plans meet clients' needs and wishes, along with any recommendations made to clients; Conduct document signing appointments with clients, including notarization of all documents, explaining plans and how they were designed and answer any questions or address any concerns that they may have; Respond to any client phone calls or e-mails; Keep detailed notes of all meetings and phone calls and make sure that notes are maintained inside the client file; Develop and maintain a robust referral network; Engage in firm marketing and promotional activities, including public speaking engagements; Manage Probate and Trust Administration Cases All other projects as assigned. Requirements: Uncompromising Integrity NC State Bar License (Dual NC/SC license a plus) Advanced Degrees (LL.M. in Tax or Estate Planning; Masters in Finance, Accounting, or Trust Management) or Certifications (State Bar Specializations, EPLS, or CELA) are a plus Reliability Kind and pleasant demeanor Excellent communication and organizational skills Ability to juggle multiple tasks Excellent Attention to Detail (very important) Computer literacy including Microsoft Word and basic Excel Willingness/ability to learn and use client management software Willingness/ability to quickly learn and understand existing day-to-day operations Notary Public Preferred ( Clean Background Check to Qualify to Become a Notary Required) Strong command of English language and grammar for drafting and proofreading legal documents Strong Oral Communication Skills Including Public Speaking

Job Description Job Description The Senior Advisory Associate serves as the primary relationship lead and trusted advisor for Ultra-High Net Worth (UHNW) individuals and families. This is a high-impact, client-facing operations role for someone who thrives on building efficient systems, managing complex workflows, and delivering an exceptional client experience. You will serve as the operational backbone of the team, directly supporting advisors, interfacing with clients, and driving process improvements that support the firm's growth. This is a high comp role with benefits. Key Responsibilities • Act as a primary point of contact for clients, handling onboarding, account updates, money movements, and private investment subscriptions with precision and care • Monitor daily custodial alerts (cash balances, account changes, trades) and resolve issues proactively before they impact clients • Prepare and process all custodian paperwork, track progress, and communicate timely updates to clients and advisors • Maintain accurate client records by documenting service requests and transactions in the CRM • Partner closely with advisors to prioritize tasks, provide status updates, and escalate issues when needed • Coordinate with custodians and client intermediaries (accountants, attorneys, business managers) to execute transactions smoothly • Lead preparation of client meeting materials, document follow-up actions, and take ownership of operational deliverables • Contribute to firm-wide initiatives and collaborate with operations leadership to streamline workflows and implement best practices • Engage with investment research and attend meetings with fund managers to broaden your understanding of portfolio strategy Skills and Qualifications • 5+ years of experience in wealth management, financial services, or a senior client service role with operational accountability • Strong knowledge of account types (taxable, retirement, trust) and ability to interpret custodial and estate planning documents • Exceptional organizational skills with the ability to manage competing priorities in a fast-paced environment • Excellent written and verbal communication skills, comfortable interacting with clients and external partners • High attention to detail, proactive problem-solving skills, and a mindset of continuous improvement• Proficiency with Microsoft Excel, PowerPoint, and Word; experience with custodial platforms and CRM systems preferred. Experience with Fidelity and Schwab platforms are a huge plus.

Job Description Job Description Reports To: VP of Finance Position Summary Foresight Intelligence is looking for a degreed Accountant who enjoys both precision and progress. In this role, you'll work closely with the VP of Finance and play a hands-on role in keeping the company's finances accurate, organized, and continually moving forward. You'll support daily accounting operations including accounts receivable, accounts payable, journal entries, reconciliations, and audit support, while also jumping into special projects that help strengthen how the business runs behind the scenes. This position is ideal for someone who thrives in a small-company environment, where your work is visible; your contributions matter, and no two days look exactly the same. Job Duties and Responsibilities Support the VP of Finance with daily accounting functions and financial operations Ensure accurate accounting, proper filing, and timely vendor payment processing. Process and record deposits and incoming payments Manage collections and follow up on outstanding receivables Prepare and balance journal entries in accordance with GAAP Credit card entry and reconciliation Prepare various ad hoc accounting and financial reports as requested Maintain accurate and organized accounting records to support audits and internal reviews 1099 Filing Multi-State Sales Tax Research, Preparation, and Filing Perform effectively in an environment with frequent interruptions. Work in a collaborative team environment and establish cooperative working relationships. Communicate with all levels of employees and external vendors in a clear and concise manner. Provide clerical support to the team, Perform additional duties and responsibilities as assigned. Minimum Requirements 4+ years of relevant accounting experience Bachelor's degree in accounting or related field Multi-State Sales Tax Research and Filing Experience (strongly preferred) Experience with general ledger accounting and reconciliations Hands on QuickBooks experience (strongly preferred) Excellent analytical, organizational, and problem-solving skills Proficiency in Microsoft Excel and accounting software Strong attention to detail and accuracy Proficiency in standard office practices, procedures, and equipment, including scanning, copying, and filing systems Experience and ability to work well with a team and inspire team action Maintains a high standard of accountability and dependability Ability to effectively prioritize and execute tasks (i.e. exceptional organizational and time management skills!) Physical Requirements Remaining in a stationary position, often standing, or sitting for prolonged periods Moving about to accomplish tasks or moving from worksite to another location such as customers office Repeating motions that may include the wrists, hands, and/or fingers Company Description Foresight Intelligence is a privately held, self-funded and rapidly growing entrepreneurial data company. Foresight is focused on streamlining data + revolutionizing industries such as construction, agriculture and beyond. We thrive on creativity, problem-solving and continuous improvement! It's an exciting time of immense growth; we've built a powerful machine capable of processing massive amounts of data in a world where even a one second lag is too long. The timing is perfect a lot of potential opportunities; while the work is challenging and the pace is fast, it's also incredibly rewarding. As a team, we achieve more in one day than most do in a week. Together, we work hard, we have fun, we brainstorm, we love ideas, and we give high-fives in the hallway. If you are interested in working in an environment where your voice matters and where your actions have a direct positive impact on the team and on the customer, you are in the right place! Company Description Foresight Intelligence is a privately held, self-funded and rapidly growing entrepreneurial data company. Foresight is focused on streamlining data + revolutionizing industries such as construction, agriculture and beyond. We thrive on creativity, problem-solving and continuous improvement! It's an exciting time of immense growth; we've built a powerful machine capable of processing massive amounts of data in a world where even a one second lag is too long. The timing is perfect a lot of potential opportunities; while the work is challenging and the pace is fast, it's also incredibly rewarding. As a team, we achieve more in one day than most do in a week. Together, we work hard, we have fun, we brainstorm, we love ideas, and we give high-fives in the hallway. If you are interested in working in an environment where your voice matters and where your actions have a direct positive impact on the team and on the customer, you are in the right place!

Description: About Us: If you're looking for an opportunity to transform the lives of poor and homeless men, women, and children in your community, we may have a job for you. Since 1972, Metropolitan Ministries has been providing life-changing solutions for those who are homeless and at risk of becoming homeless in Tampa Bay. We are a grassroots, donor, and volunteer-fueled community nonprofit. At Metropolitan Ministries, we serve families in Hillsborough, Pinellas, Pasco, Polk and Hernando counties with compassion, practical help, and a willingness to make a huge difference. What we offer: Salary: $70,000 - $73.000. Group health, vision, and dental coverage at affordable rates, along with family coverage if you choose to purchase it. Preventative care is 100% covered (free) on all plans. PTO is offered to full-time and part-time employees. 11 days of PTO and 10 paid holidays annually. Option to participate in the 401K plan with employer match. $15,000 in employee Life Insurance paid for by Metropolitan Ministries. Employee Assistance Program Option to participate in supplemental group insurance plans at affordable rates. Tuition reimbursement program Training and career development. Discounted membership at the YMCA. Job Functions: The Senior Accountant is responsible for managing the accounts payable and general ledger functions, ensuring compliance with internal controls and Generally Accepted Accounting Principles (GAAP). Essential Responsibilities: Manage Accounts Payable: Manage and supervise Accounts Payable staff. Ensure that vendor invoices are coded correctly and processed timely. Manage the Accounts Payable boards. Manage Concur Invoice process. Review A/P invoice batches selected for payment. Prepare NACHA file once check run is approved. Prepare and upload Positive Pay file to bank after each check run. Review A/P aging report monthly for accuracy, past due amounts, and days of open old balances. Work with A/P staff to resolve discrepancies. Prepare and review Form 1099 reports for accuracy and completeness. Set up new vendors in the accounting system and ensure vendor records are complete, accurate, and compliant with organizational policies. Ensure that vendor ACH payment information is correct in the accounting system. Review and upload corporate credit card transactions to the financial system. Reconcile the corporate credit card statements monthly. Manage the General Ledger: Reconcile assigned Balance Sheet accounts monthly. Research and resolve discrepancies. Prepare adjusting journal entries for any reconciling items immediately following the reconciliation. Maintain and update the general ledger by posting journal entries and ensuring the overall accuracy of financial data. Process department GL reports for month-end. Process the department budget vs actual reports as needed. Cash Management Activity: Record daily cash outflows on the cash activity report. Reconcile assigned bank accounts. Complete assigned month-end tasks in accordance with the month-end close calendar timeline. Support the Assistant Controller and VP of Finance with the annual audit including the preparation of accurate, comprehensive, and timely year-end schedules and documentation. Support the team in other tasks as assigned to meet organizational requirements. Maintain a Standard Operating Procedure (SOP) manual for accounts payable and general ledger. Review with Assistant Controller quarterly. Support the Holiday Center Operation as directed. Meet personal goals and actively contribute to the achievement of team and organizational targets/goals according to KPI's and the organizational strategic plan. Requirements: Education and Experience: Bachelor's degree in accounting or finance required with at least 3-5 years' of full accounting cycle experience in high volume and fast-paced environment, including month-end and year-end close. An equivalent combination of education and experience will be considered. Skills Requirements: Excellent oral and written communication skills. Must be able to communicate effectively in English. Computer literate with a working knowledge of general ledger and accounting systems, as well as web-based research tools. Expert proficiency in Microsoft Office required. Works well under pressure and meets deadlines. Superior analytical skills with above-average MS Excel Skills required. Demonstrate capacity to judge and manage numerous projects simultaneously. Proven ability to be a team player, self-starter and motivated in performing duties and responsibilities of the job and goals of the Finance Department. Flexibility, willingness, and ability to respond to a rapidly changing environment. Physical Requirements: Hearing and speaking ability which allows effective oral communication of information; physical, emotional, and spiritual stamina to handle job-related issues and stress. Other: Must demonstrate legal authorization to work in the United States. Must pass applicable pre-employment background screening procedures. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to creating a diverse and welcoming workplace that includes partners with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving individuals throughout our local communities. People of color, women, LGBTQIA+, Veterans and persons with disabilities are encouraged to apply. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal state and local ordinances. Metropolitan Ministries is committed to offering reasonable accommodation to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at or via email at Compensation details: 0 Yearly Salary PIdb-5955

Job Description Job Description Reports To: VP of Finance Position Summary Foresight Intelligence is looking for a degreed Accountant who enjoys both precision and progress. In this role, you'll work closely with the VP of Finance and play a hands-on role in keeping the company's finances accurate, organized, and continually moving forward. You'll support daily accounting operations including accounts receivable, accounts payable, journal entries, reconciliations, and audit support, while also jumping into special projects that help strengthen how the business runs behind the scenes. This position is ideal for someone who thrives in a small-company environment, where your work is visible; your contributions matter, and no two days look exactly the same. Job Duties and Responsibilities Support the VP of Finance with daily accounting functions and financial operations Ensure accurate accounting, proper filing, and timely vendor payment processing. Process and record deposits and incoming payments Manage collections and follow up on outstanding receivables Prepare and balance journal entries in accordance with GAAP Credit card entry and reconciliation Prepare various ad hoc accounting and financial reports as requested Maintain accurate and organized accounting records to support audits and internal reviews 1099 Filing Multi-State Sales Tax Research, Preparation, and Filing Perform effectively in an environment with frequent interruptions. Work in a collaborative team environment and establish cooperative working relationships. Communicate with all levels of employees and external vendors in a clear and concise manner. Provide clerical support to the team, Perform additional duties and responsibilities as assigned. Minimum Requirements 4+ years of relevant accounting experience Bachelor's degree in accounting or related field Multi-State Sales Tax Research and Filing Experience (strongly preferred) Experience with general ledger accounting and reconciliations Hands on QuickBooks experience (strongly preferred) Excellent analytical, organizational, and problem-solving skills Proficiency in Microsoft Excel and accounting software Strong attention to detail and accuracy Proficiency in standard office practices, procedures, and equipment, including scanning, copying, and filing systems Experience and ability to work well with a team and inspire team action Maintains a high standard of accountability and dependability Ability to effectively prioritize and execute tasks (i.e. exceptional organizational and time management skills!) Physical Requirements Remaining in a stationary position, often standing, or sitting for prolonged periods Moving about to accomplish tasks or moving from worksite to another location such as customers office Repeating motions that may include the wrists, hands, and/or fingers Company Description Foresight Intelligence is a privately held, self-funded and rapidly growing entrepreneurial data company. Foresight is focused on streamlining data + revolutionizing industries such as construction, agriculture and beyond. We thrive on creativity, problem-solving and continuous improvement! It's an exciting time of immense growth; we've built a powerful machine capable of processing massive amounts of data in a world where even a one second lag is too long. The timing is perfect a lot of potential opportunities; while the work is challenging and the pace is fast, it's also incredibly rewarding. As a team, we achieve more in one day than most do in a week. Together, we work hard, we have fun, we brainstorm, we love ideas, and we give high-fives in the hallway. If you are interested in working in an environment where your voice matters and where your actions have a direct positive impact on the team and on the customer, you are in the right place! Company Description Foresight Intelligence is a privately held, self-funded and rapidly growing entrepreneurial data company. Foresight is focused on streamlining data + revolutionizing industries such as construction, agriculture and beyond. We thrive on creativity, problem-solving and continuous improvement! It's an exciting time of immense growth; we've built a powerful machine capable of processing massive amounts of data in a world where even a one second lag is too long. The timing is perfect a lot of potential opportunities; while the work is challenging and the pace is fast, it's also incredibly rewarding. As a team, we achieve more in one day than most do in a week. Together, we work hard, we have fun, we brainstorm, we love ideas, and we give high-fives in the hallway. If you are interested in working in an environment where your voice matters and where your actions have a direct positive impact on the team and on the customer, you are in the right place!

Senior Accountant Operations, Colfax WA We are currently seeking a Senior Accountant of Operations to join our team in Colfax. Reporting to the Director, Accounting & Finance, the Senior Accountant will be responsible for operation and oversight of day-to-day general ledger accounting and financial functions and will supervise a team of 5+ staff members. Responsibilities: Accounting & Financial Reporting Responsible for ensuring accuracy of reported results and timely compilation of monthly financial statements. Maintain general ledger by posting manual entries during the month, posting month-end entries and setting up new codes as requested. Fulfill month-end balancing and reporting requirements. Identify opportunities for process improvement impacting the monthly close and financial reporting process. Supervise Inventory and A/R Teams. Ensure processes and workloads are managed, deadlines are met, and monthly reconciliations are completed. Resolve questions and issues amongst the team. Set up new products and blend codes when appropriate. Analyze and troubleshoot negative inventory situations to determine cause and resolution. Regulatory & Compliance Manage federal, state, and business tax reporting for the company and related entities. Coordinate internal and external audits (inventory, insurance, L&I, B&O, etc). Assist in accurate and timely submission of all annual external audit information requests. Other Responsibilities Prepare and analyze short-term cash management. Collaborate with IS to maintain, evaluate and implement accounting systems. Process monthly billings for leased tractors, inter-company accounts and agency. Oversee bookkeeping for Equipment Division; review month-end trial balance and make any adjusting entries. Provide back up and support to other accounting personnel as needed. Support Senior Management Projects, contracts, leases, and pay rates. Qualifications Four-year degree in Accounting, Finance or Business Administration preferred. Minimum of five to seven years of progressive accounting experience. Knowledgeable of Generally Accepted Accounting Principles. Detail oriented accounting leader who is comfortable in both delegating and performing accounting operations. Strong written, verbal, analytical and problem-solving skills. Advanced skills in Microsoft Excel and other Microsoft Office applications. Experience managing personnel. Preferred Qualifications Accounting experience in agriculture industry. * * _  _  - Experience with Microsoft Dynamics GP. Compensation & Benefits - Competitive salary and benefits. Job Type: Full-time Pay: $50,000.00 - $65,000.00 per year Benefits: 401(k) 401(k) Matching Dental Insurance Disability Insurance Health Insurance Life Insurance Paid Time Off Vision Insurance Experience: accounting: 5 years (Required) Education: Bachelor's (Preferred) Schedule: Monday to Friday Overtime