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Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in: • Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio., • Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines., • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being, • Develop Holistic Financial Plans, • Conduct Comprehensive Client Discovery, • Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions, • Present and Implement Insurance Solutions, • Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans, • Deliver Ongoing Advice and Plan Reviews, • Ensure Compliance and Fiduciary Integrity, • Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest, • Collaborate with Internal Specialists, • Hands-on comprehensive weekly training in the office/ remoteQualifications:, • Bachelor's degree in finance or related field, • Experience in Financial Planning is a plus, • Must be post-graduate, • Life and Health License Required, • SIE, Series 7, Series 63/65/66/, CFPAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description As an Administrative Assistant within Corporate Advisory & Solutions, you'll be responsible for providing comprehensive support to senior executives while also assisting with administrative tasks across our Charlotte office. This role is essential for ensuring smooth operations, effective communication, and efficient management of projects and schedules. Key Responsibilities: • Manage executive calendars ensuring effective scheduling and communication., • Assist with monthly reporting processes, including compiling data, preparing summaries, and supporting follow-up communications for senior leadership., • Draft, format, and distribute professional email communications on behalf of senior leaders related to monthly reporting, updates, and internal initiatives., • Prepare and process expense reports in a timely and accurate manner., • Maintain organized filing systems, both digital and physical, for important documents and correspondence., • Collaborate in coordinating office events, maintaining office supplies, and managing the day-to-day office environment., • Provide general administrative support to the executive team, helping manage day-to-day priorities and tasks., • Education:, • Bachelor's degree in Business Administration, Communications or a related field preferred, or equivalent experience., • Experience:, • Preferred 1-2 years of administrative support experience, preferably with exposure to supporting executives or senior management., • Skills:, • Organizational Skills: Exceptional ability to manage multiple tasks and prioritize effectively in a fast-paced environment., • Communication: Strong verbal and written communication skills, with the ability to interact professionally with executives, colleagues, and external stakeholders., • Tech Proficiency: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), and familiarity with project management tools or other office software., • Attention to Detail: High level of accuracy in managing schedules, preparing documents, and tracking tasks., • Time Management: Strong ability to manage time efficiently, meet deadlines, and handle multiple responsibilities simultaneously., • Confidentiality: Ability to maintain discretion and confidentiality when handling sensitive company and personal information., • Reporting & Documentation: Ability to support recurring reports, track deadlines, and present information clearly and accurately for senior stakeholders., • Other Competencies:, • Problem Solving: Ability to anticipate needs, troubleshoot issues, and provide creative solutions., • Collaboration: Comfortable working independently as well as collaboratively within a team environment., • Adaptability: Flexibility to adjust to changing priorities, shifting deadlines, and executive needs. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. Over its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof – for maximum service and value. Visit . Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Trigild will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description About the Role: The Account Director is a vital part of the Creative Team. This person has an intimate understanding of full funnel advertising workings, a heart for people, a love of financial management, and an eye for opportunity. Your main charge is to build a scalable Account Management department, that services our Client business needs to the highest quality, while ensuring team growth and development, against the Creative Department Vision. Responsibilities include but are not limited to; • Advanced communication + presentation skills, ability to communicate clearly, • Excellent capabilities to execute upsell and cross-sell strategies to unlock business opportunities, • Player-coach skill set to manage your team positively and efficiently, provide support, motivate and challenge the team to create smart and inventive creative work., • Provide challenging assignments and ongoing constructive feedback to direct reports, • Strong strategic acumen and ability to handle and oversee recurring reporting and briefing needs, • Project Management mindset and ability to work and manage projects in Asana in coordination with other internal stakeholders, • Establish + track clear KPIs for each team member, • Strong decision maker, business and ROI oriented, • Experience leading performance minded accounts, optimizing to key metrics and opportunities, • Strong financial acumen to balance client portfolios, scopes, and team allocations, • Knows how to distribute the right Team talent to task to get the highest value output, • Reconciles each month invoicing for Clients to ensure payments and billing are above board, • Lead new business opportunities through internal process: qualifying opportunities, lead/oversee pitch process, and determine effective + strategic pitch winning deliverables (RFP or pitch deck), • Support sales team to unlock key opportunities for new and existing Clients by leading Creative Pitch approach; i.e. is a deck is needed to be crafted to suit a new clients particular need, you lead this charge and bring in who you need, when you need, • In conjunction with Head of Accounts, reviews the Creative Department P2R, to inform staffing, scoping, and overall services to client, • 7+ years in an agency or related environment (marketing, brand team, etc.), • Experience in full 360 integrated creative work, including but not limited to digital, social, TV, OOH, and media campaigns, • Advanced communication + presentation skills, ability to communicate clearly & effectively, • Experience in effective account housekeeping, • Strong financial acumen to balance client portfolios, scopes, and team allocations, • Passionate interest in growing clients' businesses as a trusted business partner, • Experience in Asana, Monday, or other project management softwares a plus WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Movado Watches and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. We offer a competitive salary and benefits based on ability level, including: • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • Dog friendly office, • Hybrid work opportunity Level 1 - Possesses essential capabilities. * $58,050-$92,420 * Level 2 - Possesses developing capabilities. * $92,420-$126,790 * Level 3 - Possesses notable capabilities. * $126,790-$161,160 * Level 4 - Possesses strong capabilities. * $161,160-$195,530 * Level 5 - Possesses advanced capabilities. * $181,340-$229,900 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

Job Description We are conducting a search for an experienced Fiduciary Accountant with 5–10 years of experience in an estate and trust environment (preferably within a law firm), a bachelor's degree in accounting or tax, and proficiency in Excel, PowerPoint, OMEGA accounting software, and Wolters Kluwer Pro Systems tax software. The ideal candidate will apply principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns. What You'll Do: · Prepares and files Federal and state estate tax and gift tax returns; · Prepares and files Federal and state fiduciary income tax returns; · Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement; · Prepares informational returns for tax exempt entities; · Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs); · Maintains and updates estate and trust accounts and records (tax information); · Deals directly with attorneys in the Estates and Personal Group; · Responds to IRS and NYS audit inquiries. In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management. What You'll Bring: · Minimum of 5 to 10 years of experience in estate and trust environment (law firm preferred); · Bachelor’s degree in accounting or tax. · Proficient in Excel and PowerPoint; · Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software; · Strong verbal and written communication skills.; · Must be detail oriented with the ability to handle multiple projects and priorities; · Must be able to work independently with the ability to establish and build partnerships in a team environment.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Complex Claims Director in our New York City, Atlanta, or Chicago offices. The Complex Claims Director will independently handle a diverse pending of high-severity claims underwritten out of the Financial Institutions and Commercial (i.e., Public Company) teams, focusing mainly on Financial Institutions, Errors & Omissions, Directors & Officers, and Fiduciary. This role will have a high level of interaction with internal customers (senior management, underwriters, and actuaries) as well as external customers (brokers, insureds, and defense counsel). Duties & Responsibilities: • Independently evaluate information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Attend mediations of complex claims on behalf of the company and effectively negotiate settlements., • Provide outstanding customer service to, and seamlessly work with, the insured, broker, and underwriters in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively both verbally and in writing., • Draft reports, set reserves within the authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and client meetings as necessary. Qualifications, Skills and Experience: • JD required., • Typically 5-7+ years of relevant claims or legal experience., • Excellent interpersonal communications and negotiation skills., • Ability to thrive in a highly collaborative team environment. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $140,000 to $160,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionDescription: Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more. SUMMARY: The East Coast Director for Heritage Auctions will represent T&E services from the New York office and throughout the East coast. This key role is part of a national T&E network at Heritage and works closely with consignment directors (specialists) and leadership in the New York office and our Dallas headquarters. The charismatic and experienced individual in this position will foster strong relationships throughout the regional T&E community, promote understanding of the complete portfolio of Heritage T&E capabilities and expand business from estate consignments to appraisal services. LOCATION: This full-time position is based in New York with limited travel required for T&E conferences. BENEFITS: • Medical, Dental, Vision coverage, • Paid time off, • 401k savings plans COMPENSATION: $175,000 - $225,000. Commensurate based on experience DUTIES & RESPONSIBILITIES: • Develop and implement a strategic plan to maintain and expand client relationships and the Heritage Auctions T&E database., • Pursue new business in the T&E landscape and successfully close deals and consignments., • Establish networking relationships with key stakeholders, including advisors, insurance companies, lawyers, bankers, wealth managers, appraisers, museum representatives, and more., • Represent Heritage Auctions T&E services at industry meetings, events and conferences and report results., • Foster business opportunities and stay abreast of industry developments., • Travel as required to support opportunities Requirements: REQUIREMENTS: • Deep understanding of T&E services including the unique roles and needs of wealth managers, attorneys and tax advisors., • Ten-plus years' experience in T&E-related field, such as legal, tax, fiduciary or T&E business development., • Bachelor’s degree required; those with professional degrees such as J.D. or CPA with related T&E applications preferred. About Heritage Trusts & Estates Services: Heritage Auctions provides authoritative estate appraisals, estate planning assistance, auction services, and private treaty sales. Individuals and collectors, as well as trustees, executors, and fiduciaries responsible for estate tangible property rely on Heritage for a complete suite of estate services. About Heritage Appraisal Services: Heritage offers the highest caliber of experts to evaluate and appraise art and collectibles. Services include illustrated appraisal reports written in compliance with all IRS, USPAP and insurance standards. Reports are provided for all Estate Tax, Charitable Donation, Insurance, and Estate or Financial Planning situations. Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE

Job Description Fiduciary Trust & Estate Paralegal Compensation: !100K - $185+ DOE) Our global law firm client needs to add an experienced T&E paralegal with Fiduciary knowledge and experience gathering and assisting with the preparation of 706's, 1041's accountings. The ideal candidate will join this fabulous global law firm and join a solid team of experienced attorneys, tax professionals, and paralegal in supporting their high-net worth clients. Our client is offering a generous base salary, excellent benefits and much more. Responding candidates much have the appropriate work experience, have a professional demeanor and strong work ethic and be able to provide quality service. If you would like to explore this opportunity and wish to learn more specific details about this position, PLEASE EMAIL YOUR RESUME DIRECTLY TO: for immediate and confidential review. Company DescriptionHybrid role, with excellent work-life balance, generous compensation and benefits.Hybrid role, with excellent work-life balance, generous compensation and benefits.

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Deep technical skills around individual and trust tax law., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources., • Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Education: • Bachelor's degree in Accounting, Taxation, or related field., • 12+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)., • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities., • Address technical issues and provide guidance on complex trust and estate structures., • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters., • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust., • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning., • Mentor and develop the team to foster a culture of collaboration and continuous learning., • Delegate effectively while ensuring work quality and adherence to deadlines., • Participate in internal training programs to share expertise and enhance team capabilities., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Collaborate with other practice areas to deliver integrated solutions to clients., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions. Education: • Bachelor's degree in Accounting, Taxation, or a related field. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – New York, NY Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of sophisticated trusts and estates experience to join a highly respected, nationally recognized Private Client practice in New York, NY. This role is ideal for an attorney with hands-on experience advising high-net-worth individuals and families on complex estate planning and administration matters. Candidates should have experience with domestic estate planning, wealth transfer strategies, estate and gift tax issues, charitable giving, succession planning, retirement asset planning, and tax-efficient family wealth structures. The Private Client team advises on all aspects of estate, gift, and charitable planning; trust and estate administration; closely held business issues; and fiduciary litigation. This multidisciplinary group collaborates closely with corporate, employment, real estate, tax, trial, and environmental attorneys to serve sophisticated client needs. This position offers a hybrid in-office/remote schedule and flexibility regarding office location for in-office days. Part-time candidates may also be considered. Responsibilities * Advise high-net-worth clients on complex trusts & estates matters, including tax and succession planning * Draft estate planning documents, including wills, trusts, and related instruments * Support estate and trust administration matters * Provide strategic guidance on wealth transfer, charitable planning, and tax-efficient structuring * Collaborate with multidisciplinary legal teams across practice areas * Handle client communication, analysis, and planning with a high level of professionalism and discretion Requirements * Minimum 4 years of demonstrated experience in sophisticated trusts & estates and private client matters * Strong knowledge of federal and state tax issues impacting estate planning * Excellent drafting, writing, and communication skills * Client-service oriented with strong interpersonal skills * Ability to work both independently and collaboratively * Admission to the New York State Bar in good standing (required) Additional Information * Hybrid work schedule with flexibility * Opportunities for growth, mentorship, and a potential path to partnership * Required application materials: cover letter, resume, transcript, and 2–3 page writing sample Salary Range $200,000 – $245,000, depending on experience, skills, and qualifications.

Job DescriptionUrgently hiring a senior associate with financial services litigation experience This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $100,000 - $200,000 per year A bit about us: Our Client is a nationally recognized law firm founded more than quarter of a century ago. They provide comprehensive defense litigation and insurance coverage services to their clients; and are proud to represent many leading professionals, businesses, financial institutions and insurance companies. Their attorneys practice in the areas of Professional Liability (including Attorneys, Accountants, Securities Broker-Dealers, Financial Advisors and Planners, Architects & Engineers, Insurance Professionals, Real Estate Professionals, and Media Professionals, among other professional lines); Labor and Employment; Directors & Officers; Intellectual Property and Cyber Liability; Fiduciary Liability; Reinsurance; Fidelity and Surety; and General Liability (including Products Liability, and Construction Defect, among other areas). Why join us? Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Commuter benefits Hybrid flexibility (1-2 days per week from home) Job Details Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionFlexible Hybrid Schedule - Growing AmLaw 200 Firm This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $175,000 - $225,000 per year A bit about us: We are a full-service law firm composed of highly talented, creative, and experienced attorneys committed to surpassing our clients’ expectations every day. With offices across major U.S. cities and a global reach, we tackle a wide range of sophisticated and complex legal matters. From defending large corporations in high-stakes litigation to guiding inventors in bringing new technologies to market, we are dedicated to delivering value-driven solutions and meaningful results. Why join us? Joining our team means being part of a dynamic environment where your expertise is valued, and your career can thrive. We offer sophisticated and challenging work comparable to an AmLaw 100 firm, but with reasonable billable expectations of 1,800 hours and a flexible hybrid schedule to support a healthy work-life balance. Our benefits package includes a healthy annual bonus, Medical, Dental, Life Insurance, STD and LTD insurance, Flexible Benefits Plan, Commuting Expense Benefits Plan, 401K, and paid time off. Job Details We are seeking a litigation associate with 2+ years of experience to join a dynamic team handling a broad range of commercial and probate litigation matters in New York courts, including Surrogate’s Court. This role offers hands-on exposure to complex disputes, including construction litigation, fiduciary matters, and estate-related controversies. You’ll work closely with experienced partners on high-impact cases, gaining courtroom experience and contributing meaningfully to litigation strategy and execution. Key Responsibilities Support litigation matters in New York State courts, including Surrogate’s Court. Draft pleadings, motions, and discovery responses. Conduct legal research and analysis, particularly under the CPLR. Assist with construction litigation, probate disputes, and general commercial matters. Participate in hearings, depositions, and client meetings. Collaborate with partners on case strategy and development. Qualifications Minimum 2 years of litigation experience, preferably in New York courts. Familiarity with the New York Civil Practice Law and Rules (CPLR). Experience or strong interest in probate and construction litigation. Excellent writing, research, and communication skills. Ability to manage multiple cases and deadlines independently. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Position Overview We are seeking an associate attorney with 3 to 5 years of post-law school experience and a strong background in Delaware corporate litigation, specifically breach of fiduciary duty cases. The ideal candidate must excel in legal research and writing, as these skills are essential for success in this role. This position is remote with the option to work from our New York, D.C., or Stamford, CT offices. Key Responsibilities • Conduct in-depth legal research and draft memoranda, pleadings, motions, and briefs related to Delaware corporate litigation., • Analyze complex corporate governance issues, fiduciary obligations, and shareholder rights under Delaware law., • Collaborate with partners and other attorneys on case strategy, discovery, and trial preparation., • Draft and review litigation documents, including complaints, discovery requests, and responses., • Represent clients in all phases of litigation, including depositions, hearings, and negotiations., • Experience: 3 to 5 years of experience practicing Delaware corporate litigation, with a focus on breach of fiduciary duty cases., • Bar Admission: Admission to the bar in at least one state; Delaware bar admission is highly preferred but not mandatory., • Skills:, • Exceptional legal research and analytical abilities., • Superior writing skills with attention to detail and the ability to craft persuasive arguments., • Ability to manage multiple priorities and deadlines in a fast-paced environment., • Experience drafting dispositive motions in Delaware courts., • Familiarity with Delaware Court of Chancery rules and procedures., • Salary $120,000-$150,000 commensurate with experience., • Comprehensive benefits package, including health, dental, and vision insurance., • Professional development opportunities, including CLE and industry events.

Job DescriptionHybrid Schedule - Growing AmLaw 200 Firm- Work / Life Balance This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $250,000 - $300,000 per year A bit about us: At our firm, we take pride in creating an environment where lawyers can grow, and clients can feel confident that their business is in expert hands. For over 80 years, we’ve earned a reputation for excellence, with a global presence in strategic locations like Boston, New York, and London. Our entrepreneurial spirit and collaborative approach set us apart, offering clients creative, customized solutions backed by the depth of experience you'd expect from a top-tier law firm. While we're honored by the recognition we’ve received, our true pride lies in the strong relationships we’ve built with our clients and colleagues. Why join us? We believe in more than just hard work; we believe in a balanced life that values your commitments outside the office. Our firm offers the best of both worlds—a chance to work on sophisticated matters with personalized attention to your career development. With a strong sense of community, a 1:1 partner-to-associate ratio, and a deep commitment to diversity, equity, and inclusion, we foster an environment where you can thrive both professionally and personally. Here, you’ll not only grow as a lawyer but also as an individual, surrounded by colleagues who support your journey every step of the way. Job Details Overview: We are seeking an experienced associate attorney to join our Trusts & Estates practice group. This is a unique opportunity to work on sophisticated matters in a collaborative midsize firm environment. Key Responsibilities: Draft complex estate planning documents tailored to high-net-worth individuals and families. Manage estate and trust administration, including probate court filings. Prepare and/or review federal and state estate and gift tax returns. Collaborate with team members and clients to deliver high-quality legal solutions. Qualifications: Minimum of 5 years of relevant experience in trusts and estates law. Strong technical skills in estate planning and administration. Familiarity with transfer tax issues and fiduciary litigation is a plus. Excellent interpersonal and communication skills. Detail-oriented, self-motivated, and able to work effectively in a team. Large firm experience preferred but not required. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT. Responsibilities: • Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)., • Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals., • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors., • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience., • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience., • Accurately log all user interactions, challenges, and outcomes in our internal CRM system., • Identify and escalate recurring user pain points to improve the overall experience., • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners., • 1+ years of high-volume call center experience required, • Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized, • Ability to learn and quickly adapt based on user and business needs, • Organized, detail-oriented, and excellent time-management skills, • Prolonged periods of sitting at a desk and working on a computer, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Job DescriptionAbout Smartasset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Sales Development team at Smartasset plays a critical role in supporting our nationwide group of 50+ Account Executives and Sales Managers. As a Sales Development Representative at Smartasset, you will serve as the "tip of the spear" for our sales organization. You will be responsible for identifying and creating new qualified sales opportunities for our Account Executives. This is not a "smile and dial" telemarketing role. We are looking for a strategic hunter who can understand complex financial advisory pain points and how our solution solves for those and supports growth. About the Job: Responsibilities: • Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails., • Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit., • Scheduling and transitioning pitch calls for Account Executives., • Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics., • Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively., • Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies.Key Responsibilities1. Prospecting & Outreach, • Targeted Prospecting: Research and execute on lists of target leads of RIA's (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites., • Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling*, and social selling (LinkedIn). *95% of our appointments come from cold calling., • Value-Based Selling: Quickly identify the prospect's business growth challenges and clearly communicate the value proposition of our platform to generate interest.Lead Qualification 2. Lead Qualification • Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit., • Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive., • Objection Handling: Professionally navigate objections related to budget, timing, and perceived value. 3. Pipeline Management • CRM Hygiene: Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM, • Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team., • Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred)., • Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives., • Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels., • Tech-Savvy: Ability to learn complex software and sales tech quickly, • Financial Literacy: A degree in Finance/Economics, previous experience working in Fintech and understanding financial advisory terminology is a massive plus. Typical Tech Stack, • CRM: Salesforce, • Engagement: We use RingDNA, but experience with Outreach, Salesloft, or Apollo are helpful, • Data/Intel: LinkedIn, Fintrix, Google, • Calling: RingDNA, but other dialer tool experience is helpful Key Performance Indicators (KPIs), • Activity: 150+ dials a day, or 250+ Activity points per day (inclusive of talk time), • Results: 22+ "Sales Qualified Leads" (SQLs) or meetings booked per month., • Prolonged periods of sitting at a desk and working on a computer, • Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles) Available Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $60,000 base and up to $80,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job Description Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up? Our partner firm, RRBB based in Somerset, NJ is hiring! We are seeking an experienced and strategic Tax Manager to lead tax engagements for a diverse client base, including closely held businesses and high-net-worth individuals. This is a leadership role that blends technical expertise, team development, and client relationship management. Responsibilities: * Lead and manage the review of federal and state tax filings for partnerships (Form 1065), S corporations (Form 1120S), high-net-worth individuals (Form 1040), fiduciary trusts (Form 1041), and estate tax returns (Form 706), including multi-state and composite filings. * Oversee the conversion of client trial balances into tax workpapers, ensuring proper treatment of timing differences and Schedule M adjustments. * Conduct and supervise in-depth tax research and analysis on complex issues related to federal, state, and local income taxes, sales/use tax, and international reporting requirements. * Provide guidance on FBAR (FinCEN 114) compliance, including foreign account analysis and coordination with clients on reporting requirements. * Collaborate with partners and clients on proactive tax planning strategies, entity structuring, and risk mitigation opportunities. * Mentor and develop junior and mid-level staff, providing technical training, detailed review feedback, and ongoing performance coaching. * Support business development by building client relationships, identifying new service opportunities, and contributing to proposal development when needed. * Monitor changes in tax laws and regulations to ensure client compliance and identify opportunities for planning and savings. * Ensure deadlines are met with a high level of quality and adherence to firm standards. Qualifications: * CPA designation required. * Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation a plus. * 7+ years of public accounting experience with increasing responsibility, including prior management of staff and engagements. * Strong technical knowledge in flow-through entity and individual taxation, with multi-state and high-net-worth exposure. * Proven leadership and team management skills. * Proficient in tax research tools (e.g., RIA Checkpoint, CCH, BNA) and tax preparation/review software (e.g., UltraTax, ProSystem fx). * Excellent communication and interpersonal skills for effective client and team interactions. * Ability to manage multiple priorities and deadlines in a fast-paced environment. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $135,000.00-$165,000.00 annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-KC1

Job Description About the Role: Are you interested in expanding your career in Lifecycle marketing? The WITHIN team is growing, and we're looking for a passionate, motivated Account Manager who is willing to take the lead across multiple retention channels such as email, SMS, push and loyalty. This is a unique opportunity in a rapidly expanding company. Responsibilities include but are not limited to; • Work across a portfolio of clients managing day to day while driving strategy towards longer term objectives, • Daily account management and optimization, • Implementing proprietary technology and best practices, • Responsible for driving, creating, managing, optimizing and reporting on campaigns, • Define and implement measurement strategies and delivering insights reports that align with client marketing and business objectives, • Interface and partnering with SBUs such as creative, client service and analytics, • Bachelor's Degree or equivalent experience (minimum 5 years of experience in retention marketing at an agency, brand or ad tech partner), • Experience with ESP's (SalesForce Marketing Cloud, Braze, or Klavyio are preferred) required, • Experience with Google Analytics or Adobe Analytics required, • Experience and/or passion working with DTC brands, • General business acumen, • Strong project management and ability to lead, • Go-getter attitude with a desire to work in a fast-paced, exciting environment, • Team player, • Solution focused individual who thinks outside the box for clients, • Working knowledge of Powerpoint and Excel (conditional statements, pivot tables and vlookups), • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Level 1 - Possesses essential capabilities., • $67,500-$95,784, • Level 2 - Possesses developing capabilities., • $95,784 -$124,068, • Level 3 - Possesses notable capabilities., • $124,068 -$124,068, • Level 4 - Possesses strong capabilities., • $124,068 -$180,637, • Level 5 - Possesses advanced capabilities., • $180,637 -$208,921 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job Description About the Role We are seeking a Retail Media Account Manager to join our growing team! This role is ideal for a junior to mid-level account manager with hands-on experience in Amazon marketing and a strong understanding of TikTok Shop (TTS). The ideal candidate will have experience managing client accounts, executing marketplace advertising strategies, and driving performance. This position is designed to help bring in valuable expertise in TikTok Shop, ensuring we have dedicated support for that growing part of the business. Responsibilities include but are not limited to; • Amazon & TikTok Shop Strategy: Develop, execute, and optimize advertising strategies across Amazon (search, display, OTT) and TikTok Shop to drive client success., • Campaign Execution & Optimization: Manage and analyze performance across both platforms, ensuring campaigns align with client goals and marketplace best practices., • Performance Analysis: Utilize internal and client-side analytics tools to track KPIs, provide insights, and make data-driven recommendations for optimization., • Client Communication: Act as the day-to-day contact for clients, providing performance updates, answering strategic questions, and leading discussions on campaign adjustments., • Promotional Planning: Assist in planning and executing campaigns around key events such as Amazon Prime Day, Cyber Monday, and major TikTok Shop promotional periods., • Marketplace Management: Maintain product detail pages, monitor inventory forecasts, and ensure seamless operations across Amazon Vendor/Seller Central and TikTok Shop Seller Center., • Cross-Functional Collaboration: Work with internal teams to enhance strategies, implement A/B testing, and drive continuous performance improvements., • 1-2 years of experience in Amazon Marketing Services (AMS) or a similar marketplace environment (Vendor Central/Seller Central)., • Experience managing or working on TikTok Shop (TTS)—understanding platform nuances, best practices, and campaign execution., • Strong analytical skills with the ability to interpret performance data and optimize campaigns accordingly., • Proficiency in Microsoft Excel (pivot tables, chart building, data analysis)., • Ability to work independently, manage multiple priorities in a fast-paced environment, and proactively troubleshoot issues., • Experience managing additional marketplaces like Walmart or eBay., • Familiarity with promotional strategies around large-scale event windows like Prime Day, Black Friday, and TikTok Shop flash sales., • Cognitive Aptitude and Typing Test, • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - $62,400-$79,468, • Level 1 - Possesses essential capabilities., • Level 2 - $79,468-$102,776, • Level 2 - Possesses developing capabilities., • Level 3 - $102,776-$126,084, • Level 3 - Possesses notable capabilities., • Level 4 - $126,084-$149,392, • Level 4 - Possesses strong capabilities., • Level 5 - $149,392-$172,700, • Level 5 - Possesses advanced capabilities About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job Description About the Role WITHIN is seeking an Influencer Marketing Manager to help scale our influencer team and accounts through creative thinking and proven digital marketing strategies. This position will involve both new and mature programs, requiring a skillset to develop, scale, refine and manage clients' accounts. A successful candidate must have specific knowledge and experience working in the D2C (or B2B) influencer marketing industry, ability to pitch influencer services to prospective clients, and scale a growing team. You enjoy balancing what's best for the client and your team. Focused, you're a strategic and analytical self-starter with affiliate and/or influencer marketing experience at an agency and/or brand as a marketing operator of high-growth D2C/B2B companies. You're regularly responsible for achieving ROI goals. You're a self-driven individual who thrives in a challenging environment where you are responsible for making strategic decision making on behalf of clients and the internal team. Able to embrace ambiguity and changes to find, and effectively communicate data-driven, business solutions to the client and your team. Proactive and positive people leader, excited to train, implement, and refine evolving best practices for the team to maximize our client's business and our throughput. You're continually looking to grow and be challenged, and comfortable championing your team. You're a chronically online individual who knows how to leverage that expertise to perfectly align brands with influencers that drive results for their business - staying up to date with social media & trends to provide innovative strategy. Responsibilities include but are not limited to; • Conduct higher-level strategic work including campaign ideation, establishing KPIs and budget, creative analyses and identifying learnings and insights for future initiatives., • Balance strategy work with executional tasks such as talent seeding, negotiations, projections, tracking and attribution., • Proactively work with clients in determining influencer opportunities that align with brand strategy for future months and quarters., • Work with paid social teams to push influencer content as sponsored ads, extending client ROI., • Activate stagnant partnerships and enhance existing relationships within our network through content strategy and outreach., • Ensure workflow and processes are productive and efficient, adjusting when needed., • Pull weekly and monthly reports to assess performance, partner activity and areas for scale and/or adjustments., • Maintain relationships with the Influencer community, talent management, and agency partners., • Manage 1+ junior team members, • Manage multiple brands influencer programs simultaneously, • Approaches challenges with a can-do attitude., • Thrives in a collaborative, fast paced environment., • Excels being the client-facing point of contact for strategy, prioritization, and the storytelling., • Experience distilling client goals into specific tasks that are prioritized, executed, and measured., • Strong understanding of the connection between influencer and other marketing channels, • Prior experience managing an influencer marketing program with rapidly growing and established brands., • Proven and detailed strategy of digital marketing platforms that coincide with influencer programs (CreatorIQ, rewardStyle, MagicLinks, Sprout Social, Impact Radius, Dash Hudson, etc.)., • Able to adopt, document, and teach best practices of new partners and teammates., • Experience training and coaching junior team members and building small teams that are rapidly growing (establishing new workflows, processes and objectives)., • 2+ years of experience in influencer management., • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - Possesses essential capabilities., • $62,400-$78,080, • Level 2 - Possesses developing capabilities., • $78,080-$93,760, • Level 3 - Possesses notable capabilities., • $93,760-$109,440, • Level 4 - Possesses strong capabilities., • $109,440-$125,120, • Level 5 - Possesses advanced capabilities., • $125,120-$140,800 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job DescriptionWe are seeking a detail-oriented and experienced Fiduciary Accountant with specialized expertise in trust and estate accounting. The ideal candidate will be responsible for managing the financial affairs of trusts and estates, ensuring compliance with legal and regulatory requirements, and providing accurate and timely reporting to beneficiaries, attorneys, and other stakeholders. Key Responsibilities • Prepare fiduciary accountings for trusts and estates, including initial, annual, and final accountings., • Maintain detailed records of receipts, disbursements, distributions, and asset valuations., • Reconcile bank and investment accounts associated with trusts and estates., • Prepare and file estate tax returns (Form 706) and gift tax returns (Form 709) as needed., • Work closely with attorneys, trustees, executors, and beneficiaries to address inquiries and provide financial reports., • Ensure compliance with applicable state and federal laws, probate court requirements, and trust documents., • Monitor and track deadlines for tax filings, court submissions, and distributions., • Analyze and report on investment performance, principal and income allocations, and trust distributions., • Support estate administration, including asset transfers, valuations, and liquidation., • Participate in audits and respond to requests from regulatory authorities., • Maintain confidentiality and uphold fiduciary standards in all client interactions.Qualifications, • Bachelor's degree in Accounting, Finance, or related field; CPA or Enrolled Agent preferred., • Minimum 3-5 years of experience in fiduciary accounting, with a focus on trusts and estates., • Strong knowledge of fiduciary tax laws, probate procedures, and trust administration., • Proficiency in fiduciary accounting software (e.g., QuickBooks, AccuAccount, or similar)., • Experience preparing fiduciary income tax returns and estate tax returns., • Excellent analytical, organizational, and communication skills., • Ability to work independently and collaboratively with legal and financial professionals., • High attention to detail and commitment to accuracy., • Discretion and professionalism in handling sensitive client information.Preferred Skills, • Experience with complex estates, charitable trusts, and family foundations., • Familiarity with multi-state trust and estate administration., • Advanced Excel skills and experience with financial modeling., • Knowledge of investment management and reporting for fiduciary accounts.Pay Details: $175,000.00 to $200,000.00 per year Search managed by: Jeffrey Kamberg Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Litigation Associate – Complex Commercial, Tech & Trade Secret Disputes (LA, OC, SF, NY, or DC | Hybrid Flex) Are you a sharp, strategic litigator ready to tackle high-stakes disputes for global clients? If you're passionate about litigation, thrive under pressure, and want to be part of a powerhouse team handling some of the most complex, high-profile cases in the country—this might be the move that levels up your career. We’re working with an AmLaw Top 10 firm hiring a Litigation Associate (3–6 years) across its Los Angeles, Orange County, San Francisco, New York, and Washington, DC offices. This elite team is known for litigating complex commercial disputes, cutting-edge technology issues, and sensitive matters involving breach of contract, fiduciary duty, and trade secrets—often spanning multiple jurisdictions. If you’ve got Big Law experience, top credentials, and a consistent track record—they want to meet you. What You’ll Be Doing * Litigating high-stakes commercial matters involving breach of contract, fiduciary duty, trade secret misappropriation, platform liability, and privacy * Leading drafting on motions, managing discovery, and supporting trial teams on strategy and execution * Representing prominent clients across tech, private equity, and global markets * Navigating fast-moving regulatory and cross-border litigation * Collaborating closely with senior attorneys to deliver creative, bulletproof legal strategies What They’re Looking For * 3–6 years of experience at a top law firm handling complex commercial litigation * Exposure to cases involving breach of contract, trade secrets, fiduciary duty, data/privacy, or technology platform liability * Excellent research, writing, and oral advocacy skills * JD from a top-tier law school with strong academic performance * Bar admission in the relevant state preferred (CA, NY, or DC) * Steady tenure—they’re looking for committed associates ready to grow Why This Role Stands Out * Join a nationally ranked litigation team with a global reputation for excellence * Work on big-ticket cases with headline-making clients * Competitive base comp: $250K–$300K+ plus bonus * ️‍ Hybrid flexibility + world-class benefits * Clear partner-track growth with mentorship baked in If you’re ready to bring your litigation skills to one of the best firms in the world and do work that truly matters—let’s talk. Apply now or reach out for a confidential intro.

Job Description About You: As an Affiliate Account Manager, you thrive on finding the perfect balance between client satisfaction and team success. Your approach is strategic and analytical, and you've garnered valuable experience in affiliate and/or influencer marketing, both in agency and brand settings. You're a self-starter who navigates ambiguity with ease, always ready to deliver data-driven business solutions to both clients and your team. Your appetite for growth and challenges is insatiable, and you're adept at championing this mindset within your team. Some of the duties will include and are definitely not limited to: • Managing, negotiating, developing, and nurturing affiliate partners for a diverse client portfolio., • Pulling weekly and monthly reports to evaluate performance, partner activity, and areas for optimization, presenting findings to clients., • Crafting strategies to enhance performance through commission structure testing, dynamic attribution, and cross-channel analysis., • Ensuring efficient workflow and processes, adjusting as needed for optimal productivity., • 2-3 years of Affiliate Marketing experience, • Bachelor's Degree or equivalent work experience, • Experience distilling client goals into specific tasks that are prioritized, executed, and measured, • Excited and comfortable working with established brands, • Ability to work effectively as part of a team and independently, • Experience with affiliate networks like Impact, Pepperjam or ShareASale and reporting dashboard, Affluent, • Exposure to different verticals / business models such as subscription, retail, B2B, CPG, App, etc, • Extraordinarily strong interpersonal and communication skills (verbal and written), • Knowledge of G-suite & excel, • Must be inquisitive and proactive, • Able to adopt, document, and teach best practices of new partners and teammates, • Experience training and coaching junior team members and building small teams that are rapidly growing (establishing new workflows, processes and objectives), • Cognitive Aptitude, Excel and Typing Test, • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - Possesses essential capabilities., • $62,400-$91,704, • Level 2 - Possesses developing capabilities., • $91,704-$121,008, • Level 3 - Possesses notable capabilities., • $121,008-$150,312, • Level 4 - Possesses strong capabilities., • $150,312-$179,617, • Level 5 - Possesses advanced capabilities., • $179,617-$208,921 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, New York, 11101, • Bogotá: WeWork Av. Cra 19 #100-45, 10th Floor, Bogotá, Colombia, • Mexico City: Av Paseo de la Reforma 296, Floor 25, Office 111, Mexico City, Mexico

Job Description About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the team: The Account Executive sales team at SmartAsset is a group of 50+ inside sales professionals and sales managers located across the country. We are adding to our team as the company works to add new business to our fast growing client base. Our team of Account Executives and managers are hard working and passionate about sales, our product, and our company, and are eager to learn and see growth both personally and professionally. About the Job: • Comfortability working in a high volume activity/sales environment and being on monthly quotas, • Identifying and developing potential new clients through prospecting and cold outreach, • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset's platform, • Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach., • Owning the full sales cycle, from prospecting to closing, • Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform, • Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement, • Staying organized, maintaining contacts and outreach in SalesforceSkills / Experience You Have:, • 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment, • Experience in an inside sales, cold calling, transactional sales role, • Ability to drive deals independently in a fast-paced, dynamic environment, • Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per daySkills / Experience Preferred:, • Attention to detail; excellent organization and time-management skills, • Comfortable in a fast-paced, high-growth startup environment, • Salesforce experience preferred but not required, • Team player who possess excellent interpersonal skills and communication skillsAvailable Benefits and Perks:, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $75,000 base salary and up to $130,000 OTE + RSUs + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.

Job Description Top 200 AmLaw firm seeks an associate to join its Trusts and Estates Litigation Group in their Newark, NJ office. Qualified candidates should be a current judicial law clerk or have 1-3 years of experience in probate/fiduciary litigation. Judicial clerkship experience in the Chancery Division – Probate Part or Appellate Division of the Superior Court of New Jersey desired. NJ and NY Bar admission and strong academic background required.

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek an experienced and detail-oriented Payroll Manager. This job reports to the Assistant Controller in the Finance Department of the Office of the Chief Financial Officer of PPFA. The Finance Department provides confidence to all stakeholders in the fiscal and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), and Planned Parenthood Action Fund (PPAF) and its related entities (collectively the Organizations) with a commitment to customer service, sound controls, compliance monitoring, and timely, accurate, and complete reporting, analysis and decision support to further the Federation’s mission.Purpose: • The Payroll Manager is responsible for overseeing and managing the Organization's payroll functions, ensuring pay is processed on time, accurately, and in compliance with government regulations., • They will analyze and interpret payroll data, understanding trends, analyzing variances, and exercising critical thinking as they collaborate with the Finance leadership team.Engagement:, • Works with staff in other departments as well as the People, Culture & Equity department to coordinate the payroll process and produce work that is on time and meets performance goals., • Collaborate with IT on optimization of payroll systems., • Collaborate with all Finance teams to provide accurate, real-time data to our stakeholders, enabling them to make strategic decisions., • Collaborating with Payroll Specialists and consultants as needed to lead a successful year-end., • Collaborate with Benefits to ensure a smooth annual open enrollment period, • Assist Assistant Controller with the annual 401K audit Delivery:, • Oversee and manage the end-to-end payroll process for all employees, ensuring timely and accurate payroll disbursements., • Supervise Payroll Specialists, • Ensure compliance with federal, state, and local payroll, wage, and hour laws and best practices, including registration with the states., • Handle complex payroll tasks, including review of off-cycle payments, retroactive adjustments, and garnishments., • Troubleshoot and resolve payroll system issues promptly., • Ensure a high level of customer service and satisfaction by addressing and resolving payroll-related concerns promptly in collaboration with the Payroll Specialist., • Provide information for annual financial statement audit, • Provide training in a live or virtual format for new hires and PPFA Intranet on payroll system, • Perform other duties as assigned.Knowledge, Skills and Abilities (KSAs):, • Bachelor’s degree in Accounting, Finance, Human Resources, or a related field preferred., • CPP (Certified Payroll Professional) or FPC (Fundamental Payroll Certification), • Minimum of 5-7 years of experience in payroll management, with at least 3 years in a supervisory role., • Extensive knowledge of federal, state, and local payroll tax regulations., • Proven experience with state registrations and filings., • Proficient in UKG or other payroll software and Microsoft Excel., • Excellent organizational skills and attention to detail., • Exceptional communication and interpersonal skills., • Ability to handle confidential information with discretion and professionalism., • Ability to work collaboratively and flexibly with a dynamic, fast-moving team, completing multiple tasks with poise, accuracy, and confidence., • Strong organizational, analytical, and problem-solving skills, • Strong oral and written communication skills, • High proficiency in Google products, • Flexibility and ability to adapt to quickly changing priorities and ambiguous situations, • Commitment to PPFA’s mission and diversity, equity, and inclusion, particularly surrounding race equity

Job Description A law firm is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: • handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), • Extensive communication with clients, financial planners and accountants, • Preparation of federal and state estate tax returns and fiduciary accountings, • 5+ years of experience in a similar type role., • College degree and/or paralegal certificate required., • Superior communication and mathematical skills are a must., • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

Job DescriptionDescriptionWe are seeking experienced attorneys who currently manage or influence approximately ten million dollars or more in client assets, or who maintain a strong book of long-term client relationships within estate planning, trust administration or private client services. This role is ideal for attorneys who want: • A larger and more sophisticated platform for their clients, • A smooth and confidential transition for clients, • Support with practice management, compliance and operational oversight, • A clear pathway for succession planning or long-term partnership, • A firm capable of integrating smaller books and agencies into a unified structure Our firm successfully absorbs smaller practices and provides the administrative, legal and operational framework to help attorneys focus on client service rather than back-office work. Key ResponsibilitiesResponsibilities may include: • Providing estate planning, trust administration and private client legal services, • Advising high net worth clients, families and business owners, • Managing and expanding a book of client relationships, • Coordinating with internal tax, investment and planning professionals, • Supporting the integration of acquired agencies or books of business, • Ensuring compliance with legal, ethical and fiduciary requirements, • Building long-term relationships rooted in planning, generational strategy and client care Our structure supports both client transition and business development while reducing administrative burden on incoming attorneys. Ideal candidates bring: • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields, • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value, • Strong communication skills and the ability to manage long-term client relationships, • Experience supporting high net worth individuals, families, or business owners, • A planning focused, client centric mindset, • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment. Private Client Attorney with Portable Book Skills, Knowledge and ExpertiseIdeal candidates bring: • A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields, • A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value, • Strong communication skills and the ability to manage long-term client relationships, • Experience supporting high net worth individuals, families, or business owners, • A planning focused, client centric mindset, • An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment. BenefitsCompensation is structured based on: • Experience, • Client book size and relationship value, • Fee revenue, • Integration needs, • Long-term potential for partnership or equity Becoming part of our firm provides: • Immediate access to a national client service platform, • A structured process for onboarding and transitioning client relationships, • Operational support that reduces administrative work, • Strategic help with acquisitions, book integration and long-term growth, • Collaboration with attorneys, planners and advisors who support high net worth clients, • A confidential introduction and interview process with firm leadership Most attorneys who join us secure multiple conversations and interviews within the first one to two weeks. Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth. If you are open to a confidential conversation to explore whether this platform aligns with your clients and long-term goals, apply today. Our transition and acquisition team will reach out to learn more about your background and discuss options.

Job DescriptionNo minimum billable hours plus unlimited great work/life This Jobot Job is hosted by: Cam Strahm Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $200,000 - $350,000 per year A bit about us: As a pillar of excellence in the legal landscape, our firm is celebrated for our unwavering commitment to client advocacy and comprehensive legal services. With a rich history spanning decades, we have consistently demonstrated proficiency across various practice areas, including corporate law, litigation, real estate, and intellectual property. Established on principles of integrity, expertise, and innovation, we pride ourselves on fostering enduring relationships with our clients, providing tailored solutions to their complex legal challenges. Backed by a team of seasoned attorneys esteemed for their depth of knowledge and dedication to achieving favorable outcomes, we remain steadfast in our pursuit of legal excellence and client satisfaction. Whether representing multinational corporations, startups, or individuals, we are synonymous with legal prowess, reliability, and integrity in every aspect of our practice. Why join us? • Competitive salary $200,000 - $350,000, • Annual discretionary bonus, • Hybrid work schedule, • Summer hours, • No minimum billable hours, • PTO, • Medical, Dental, Vision, • 401k plus match, • Company events Job Details We are seeking an experienced Co-op/Condo Attorney to join our dynamic legal team. The ideal candidate will have extensive experience in advising cooperative and condominium boards on governance matters, regulatory compliance, and dispute resolution. This role requires a deep understanding of New York real estate law (or relevant jurisdiction), co-op/condo governing documents, and board fiduciary duties. Responsibilities: • Advise co-op and condominium boards on governance, bylaws, proprietary leases, and house rules., • Draft and review governing documents, amendments, policies, and resolutions., • Ensure compliance with applicable state and local laws, including the Business Corporation Law (BCL) and Condominium Act., • Handle board meetings, elections, and shareholder/unit owner disputes., • Negotiate and draft contracts, vendor agreements, and management agreements., • Represent boards in litigation, mediation, and administrative proceedings., • Provide guidance on regulatory matters, including compliance with HUD, FHA, and other agencies., • Assist with corporate governance best practices and fiduciary duty counseling., • Juris Doctor (J.D.) from an accredited law school., • Admission to the state bar New York, • Minimum 5+ years of experience in co-op/condo law, real estate, or related practice., • Strong knowledge of cooperative and condominium governance, laws, and regulations., • Experience in contract drafting, negotiation, and dispute resolution., • Excellent communication, analytical, and client management skills., • Ability to work independently and manage multiple cases efficiently. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionDescription: We are looking for an experienced public accountant for our senior accountant position with at least three years of experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of taxation, advisory, compliance, audit, and accounting services for a wide variety of businesses and their owners and serve a broad spectrum of securities funds, private-equity and venture capital firms, real estate funds, private foundations, and high-net-worth and ultra-high-net-worth individuals. You will have opportunities to mentor staff and be mentored by the firm partners. Most importantly, when you work with us, you will have an impact. We offer a hybrid-working model, state of the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values. Accounting Today named Navolio & Tallman LLP as one of the “Top 100 Best Accounting Firms to Work for” for multiple years. Work Environment: • Fast-paced and requires a high degree of urgency in completing tasks and assignments, • Rewarding and challenging with varied work activities and exposure to different clients and services, • Embraces and encourages ongoing change and improvement and empowers staff at all levels to provide feedback and to personally make changes, • Critically detail review and prepare more complex individual, fiduciary, partnership, not-for-profit, and corporate tax returns, • Conduct engagement planning, process and controls testing, analytical reviews, and accounting research, • Effectively research and explain technical issues to staff and motivate them to build their technical skills, • Manage workflow between staff and management by identifying and prioritizing deadlinesRequirements:, • Bachelor of Science or Master of Science in Accounting or Taxation., • Working towards or have already met the 150-semester unit requirement for CPA licensure, either under current or grandfathered standards, as applicable. A CPA license is a plus., • 3+ years of tax or audit experience., • Demonstrates leadership, problem solving, and strong verbal and written communication skills.

Job Description Confidential Legal Opportunity – Associate or Counsel (Securities Litigation) Location: Midtown Manhattan, New York (On-Site) Industry: Legal Job Type: Full-Time Seniority Level: Mid-Senior A boutique, highly respected plaintiffs’ securities litigation firm is seeking a mid-level or senior attorney to join its growing practice in Midtown Manhattan. This is a confidential search conducted on behalf of the firm. The firm specializes in shareholder derivative litigation and corporate fiduciary matters in both federal and state courts across the country. Known for its entrepreneurial culture and impactful work, this position offers a rare opportunity to build a long-term career at the forefront of securities litigation. Key Responsibilities: • Manage complex litigation matters from investigation through resolution., • Conduct in-depth legal research and draft high-quality memoranda, pleadings, and motions., • Participate in strategic case planning, discovery, and client interaction., • Operate independently on assigned matters while collaborating closely with a small, experienced team. Required Qualifications: • Juris Doctor (J.D.) from an accredited law school., • Exceptional research, writing, and communication skills., • Litigation experience with a preference for those focused on commercial or securities litigation., • Ability to work independently while contributing to a collegial, team-oriented environment. Preferred Qualifications: • Demonstrated interest or experience in securities law and corporate fiduciary duties., • Familiarity with financial markets, accounting standards, and finance theory., • Prior experience at a plaintiffs’ securities firm, Big Law, or in complex litigation is highly desirable. Compensation & Benefits: • Base Salary: $180,000 – $300,000 (commensurate with experience), • Comprehensive benefits package, • No relocation or visa sponsorship available Additional Details: • This opportunity is strictly in-person; remote or hybrid arrangements are not available, • Confidential application process This is a ground-floor opportunity for a motivated and skilled litigator to play a key role in high-stakes, precedent-setting cases while advancing professionally in a specialized legal niche.

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave, • Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live. See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $55,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek a dynamic and effective Director of Revenue Accounting. This job reports to the Controller in the Finance Department of PPFA. The Finance & Accounting team provides confidence to all stakeholders in the fiscal and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), Planned Parenthood Action Fund (PPAF) and its related entities,(collectively the Organizations) with a commitment to customer service, sound controls, compliance monitoring, and timely, accurate, and complete reporting, analysis and decision support to further the Federation’s mission. Purpose: • The Director of Revenue Accounting will develop and oversee the overall organizational revenue strategy and process, ensuring compliance with accounting standards regarding not-for-profits., • They will work closely with senior staff in Finance as well as staff from the General Counsel’s office and key staff across all PPFA departments and divisions in order to maintain compliance with revenue recognition guidance and ensure revenue is correctly presented and disclosed within the organization’s financial statements., • The Director will develop and maintain strategies, systems, and standards for optimal outcomes.Engagement:, • Internally: This role will partner with Finance leadership to develop the long-term goals of the team in alignment with organization-wide strategic goals; network with a range of stakeholders, developing strategies and objectives for revenue and regulatory compliance for all entities; demonstrate keen ability to collaborate and build relationships with leaders across divisions; and exemplify exceptional judgment and ability to handle rapid-response scenarios calmly under pressure., • Externally: This role will maintain relationships with key external stakeholders, such as the organization’s external independent auditors, and provide assistance to them on inquiries and requests during the year-end audit process.Delivery:, • Provides administrative oversight, supervision, and leadership to the Revenue Accounting Team., • Manages the application of specialized accounting standards, primarily FASB ASC 958 (Not-for-Profit Entities), which governs contributions, in addition to ASC 606, which governs exchange transactions (revenue from contracts with customers)., • Leads the complex technical analysis to correctly classify all income streams as either a contribution (nonreciprocal transaction, governed by ASC 958) or an exchange transaction (reciprocal transaction, governed by ASC 606)., • Oversees the proper accounting for donor-restricted contributions (Net Assets with Donor Restrictions) versus unrestricted funds. Manages the process of releasing restrictions and transferring funds to Net Assets without Donor Restrictions as specific time or purpose barriers are met., • Serves as the expert on conditional grants and contributions, ensuring revenue is deferred (not recognized) until all specific barriers or conditions (e.g., performance metrics, matching requirements) attached to the funds are explicitly met., • Establishes and enforces policies for valuing, recognizing, and disclosing non-monetary contributions (gifts-in-kind), such as donated assets, professional services, or materials, in accordance with GAAP., • Drafts and maintains formal technical accounting memos to support complex revenue recognition decisions, such as those related to multi-year grants, capital campaigns, or new program fees., • Directs and controls the accurate and timely completion of the revenue portion of the month-end and year-end close processes, including oversight of accounts receivable (A/R) and deferred revenue balances., • Oversees the entire grant invoicing and program billing cycle to ensure accuracy, compliance with grant contracts, and timely collection of receivables., • Ensures the general ledger is accurately populated with revenue data and provides detailed schedules and explanations for the Statement of Activities and related footnotes., • Designs, implements, and monitors robust internal controls specific to the receipt and classification of funds to prevent fraud, misallocation, and misstatement of donor intent., • Works closely with IT and Finance teams to implement and maintain the integrity of the ERP/accounting systems to ensure they can accurately track and report on fund accounting classifications (unrestricted, temporarily restricted, permanently restricted/with donor restrictions, without donor restrictions)., • Partners closely with the Development/Fundraising and Program teams to review all new grant and donor agreements, advising on structure and timing to maximize compliant revenue recognition., • Serves as the primary contact for external auditors on all matters related to revenue, contributions, and net asset classifications, preparing detailed audit workpapers and defending complex accounting treatments., • Provides specialized revenue data and technical guidance to the tax team for the preparation of the organization's annual tax filing, Form 990, ensuring required revenue disclosures are accurately represented., • Provides forecasts and analysis of anticipated grant and contribution receipts to assist the Finance Director/CFO with cash flow planning and reserve strategy., • Expand the reach, influence, and partnership of the team by analyzing gaps, identifying opportunities and existing resources, creating new partnerships, and capturing critical aspects related to ensuring optimal design and delivery., • Develop plans for project and resource needs to create conditions for optimal and successful delivery of revenue reporting, and other regulatory requirements to support the mission of the organization., • Develops plans and procedures to address the external issues facing PPFA as they relate to changes in accounting standards and regulations, and evaluates impact and proposes changes to existing policies and procedures to ensure compliance., • Performs other duties as assignedKnowledge, Skills and Abilities (KSAs):, • Bachelor's or Master's degree required. Accounting, Finance or related degree preferred., • Thorough knowledge of current accounting and financial reporting methods and procedures, including complex financial transactions; expertise and experience with regulatory filings., • Knowledge of ASC 606 revenue recognition and other non-profit organization issues., • Strong technical knowledge of complex revenue issues., • 6-10 years of management experience, seeing to direct reports’ their growth and success., • Excellent ability to conceive, draft, proofread and edit written materials quickly,, • including demonstrated ability to understand and communicate about complex, technical, or sensitive subjects in a clear, concise, and engaging manner., • Excellent skills in collaborating across divisions, functions, and geography, with a knack for engaging colleagues at all levels in projects and processes while continuing to own and drive them., • Commitment and track record of advancing racial equity in both operations and communications., • High proficiency in Google products is a plus., • Flexibility and ability to adapt to quickly changing priorities and ambiguous situations., • Commitment to diversity, equity, and inclusion, particularly surrounding race equity.

Job Description PARALEGAL– LAW FIRM – ESTATE PLANNING United Staffing Solutions, a leader in the staffing industry is representing a well-established, law firm who specializes in estate & trust administration, estate & wealth transfer planning, real estate, and more. The ideal candidate is solutions and client focused with a strong work ethic. Salary - $70,000-$90,000 depending on experience Benefits: Health Insurance, 401(k) and PTO. Days/hours: M-F, 9am-5pm. Over time as needed. This position is located on-site. Responsibilities for the Paralegal: • Help clients with sale and transfer of assets, • Responsible for maintaining fiduciary accountings, • Preparation of probate petitions and documents, • Prepare federal and state estate tax returns, • Compile receipts and releases, • Oversee beneficiary forms for life insurance, retirement benefits, annuity contracts, • Create correspondence to beneficiaries and creditors, • Bachelor’s Degree, Paralegal Certificate, • Must have 1-2 years experience in estate planning law firm setting, • Knowledge of MS Office, Excel, HotDocs software program; knowledge of estate tax and fiduciary accounting programs (OneSource preferred), • Strong oral and written communication skills We match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are: Our core values include: The values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.At United Staffing Solutions:\r\n\r\nWe match consultants with rewarding careers where they can fully utilize their specialized talent to not only thrive but to also advance their skills. Every match we make is based on our working principles that guide our team, allowing us to deliver results for both client and consultant time after time. They are:\r\n\r\nOur core values include:\r\n\r\nThe values we share serve as a compass for everyone at USS, guiding our behavior and representing the foundation of our culture. Our continuing success, our ability to achieve our mission, and our reputation for integrity, service, and professionalism are based on them.

Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates Ascension Global Staffing & Executive Search is seeking a Trust and Estate Administration Paralegal with 5 + years experience to join our client's New Jersey, New York or Florida Offices. Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work, etc. • Superior communication and mathematical skills are a must., • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus., • Candidates must be highly organized, prioritize, be team players, and have excellent written and verbal skills., • A college degree and/or paralegal certificate are preferred., • We will consider a JD/paralegal candidate as well., • We offer a competitive starting salary and a comprehensive benefits program., • Salary is commensurate with experience., • The salary range for this position is $76,500 to 162,500.

Job DescriptionDirect Counsel is seeking a Pensions, Benefits & ERISA Litigation Associate Attorney to join a nationally recognized law firm. Location(s): Austin, Denver, Irvine, Los Angeles, New York, Phoenix, Sacramento, San Diego, San Francisco, Seattle, Tucson, Washington About the Role Direct Counsel is partnering with a leading national law firm to recruit a Pensions, Benefits & ERISA Litigation Associate Attorney with 3–5 years of experience. This attorney will join the firm’s Pensions, Benefits & Investments practice group and may sit in any of the firm’s offices nationwide, offering a collaborative hybrid work environment. This role provides the opportunity to work on sophisticated and often cutting-edge disputes involving fiduciary duties, multi-billion-dollar public and private pension plans, constitutional and public agency law compliance, ERISA litigation, employee and disability retirement benefits, as well as various complex commercial litigation matters such as IP disputes, insurance coverage issues, real estate and lease disputes, and breach of contract claims. Key Responsibilities * Litigate a broad range of pension, benefits, fiduciary, ERISA, and related matters in state and federal courts. * Handle written discovery; draft and respond to discovery requests. * Prepare pleadings, briefs, motions, and other litigation documents. * Participate in eDiscovery and support deposition preparation; deposition experience preferred. * Manage multiple litigation projects efficiently in a fast-paced environment. * Collaborate closely with partners and team members, taking ownership of significant assignments. * Contribute to disputes involving IP, insurance coverage, real estate, and commercial issues as needed. Qualifications * 3–5 years of litigation experience. * Admission to the State Bar of California is required. * Strong legal research, writing, analytical, and strategic thinking skills. * Experience drafting discovery, pleadings, and motions in state and federal courts. * Ability to manage competing priorities and deadlines while maintaining attention to detail. * eDiscovery experience and some deposition experience preferred. * Team-oriented mindset with the ability to independently drive matters forward. Compensation & Structure * Salary range: $185,000–$215,000, dependent on experience. * Eligible for annual bonuses, including a 15% bonus for meeting the 1,850 billable hour expectation (up to 100 hours of approved pro bono included). * Hybrid work model with strong opportunities for professional development and advancement.

Job DescriptionPlanned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. Planned Parenthood organizations serve all people with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates, which operate non-profit health centers across the U.S. PPFA also works to educate the public on and advocate for issues of sexual and reproductive health. Formed as the advocacy and political arm of Planned Parenthood Federation of America, Planned Parenthood Action Fund is a separate non-profit membership organization tax-exempt under section 501(c)(4). The Action Fund engages in educational, advocacy, and limited electoral activity, including grassroots organizing, legislative advocacy, and voter education in furtherance of the Planned Parenthood mission. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek a dynamic and effective Manager of Financial Reporting and Compliance. This job reports to the Assistant Controller in the Finance Department of PPFA. The Finance & Accounting team provides confidence to all stakeholders in the fiscal and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), Planned Parenthood Action Fund (PPAF) and its related entities (collectively the Organizations) with a commitment to customer service, sound controls, compliance monitoring, and timely, accurate, and complete reporting, analysis and decision support to further the Federation’s mission. Purpose: • The Accounting Manager is responsible for oversight of PPFA’s and related entities’ external financial data and regulatory integrity, including the transformation of internal data into complete, transparent, and legally defensible financial statements and regulatory filings., • This role requires deep technical mastery of GAAP or IFRS to correctly apply complex standards and document policy decisions in technical memos., • The role manages high regulatory risk by designing and relentlessly monitoring internal controls (SOX compliance) to prevent misstatements., • Additionally, the tasks of this role may include: periodically adapting our policies and procedures to meet our internal customers’ demands; partner with other members in Finance to develop processes that optimize our work; work as a member of the Finance team with Division coordinators to ensure an accurate, timely and complete activity recording and analysis; play an integral role in the monthly closing, year end closing and audit preparation process; work in all of PPFA's financial applications as needed including the general ledger and reporting system; assist in producing financial monthly reports and needed account/data analysis; support the Finance division and program divisions in their analysis of actual results; participate in special projects as requested, to provide financial analysis and project management within Finance and across divisions.Engagement:, • Internally: This role works closely with finance leadership, development staff and financial operations and management staff throughout the organization to secure collaboration and agreement on key projects that benefit the organization., • Externally: This role works closely with the organization’s external independent auditors during the year-end audit process, and communicates with other auditors and consultants for specific projects.Delivery:, • Supervises and oversees the preparation and filing of all required external reports or other statutory reports, ensuring adherence to strict deadlines., • Demonstrates strong not-for-profit and other U.S. GAAP accounting knowledge and experience to apply in the preparation of quarterly financial statements. Must be able to prepare or review journal entries and complex underlying supporting schedules and documents with ability to explain such analysis to nonfinancial staff., • Acts as a subject matter expert, researching, interpreting, and applying complex accounting standards (GAAP or IFRS) to non-routine transactions., • Develops, documents, and updates the organization's formal accounting policies and procedures to reflect changes in accounting standards or business practices., • Leads the evaluation and implementation of new accounting pronouncements (e.g., changes to lease accounting, revenue recognition, or credit losses)., • Designs, implements, and monitors the organization's internal controls to ensure the integrity and reliability of all financial data and supports risk management., • Ensures all reporting activities adhere to the highest standards of financial integrity and professional ethics., • Directs and owns the month-end, quarter-end, and year-end close cycles to produce accurate and timely internal and external financial statements., • Directs the drafting of all accompanying notes and footnotes to the financial statements, ensuring comprehensive, accurate, and compliant disclosures according to regulatory mandates., • Supports consolidated financial reporting and coordinates inter-company reconciliations., • Serves as the key contact for external auditors, preparing audit schedules, managing the flow of information, and resolving audit inquiries efficiently., • Performs detailed analysis of reported results, comparing them to forecasts, budgets, and prior periods to identify and articulate significant trends, variances, and operational impacts., • Conducts rigorous review of work prepared by the financial reporting and general accounting teams to ensure the underlying data feeding into external reports is accurate., • Provides Accounting training to new hires and guidance to financial reporting staff.Knowledge, Skills and Abilities (KSAs):, • Bachelor’s degree in accounting or Finance preferred., • 3-5 years of directly related management experience., • Advanced skills in Google products, Excel, Word and PowerPoint required., • Great attention to details required., • Experience in not-for-profit accounting and knowledge of not-for-profit operations and systems preferred., • Great interpersonal skills, excellent work ethic., • Able to convey accounting information in easy to understand terms., • Demonstrated skills in problem resolution., • Must be able to work independently and manage multiple priorities at once., • Excellent customer service required.

Job DescriptionOur client is adding a highly skilled Senior Complex Claims Consultant to their Professional Liability team. This individual will be responsible for resolving sophisticated matters tied to executives, corporations, and financial institutions. The position requires strong technical expertise, sound decision-making, and the ability to manage sensitive, high-profile claims with confidence. This person will have the ability to work remote. • Manage and oversee a portfolio of Professional Liability claims with a focus on matters involving corporate executives, financial services organizations, workplace practices, employee benefit plans, and financial crime., • Conduct thorough assessments of coverage, liability, and damages, while ensuring accurate reserving throughout the life of each claim., • Develop and execute resolution strategies, including negotiation, mediation, or litigation oversight., • Provide clear updates to internal leadership and collaborate closely with outside counsel, brokers, and insured clients., • Monitor litigation progress and ensure external partners are aligned with company expectations regarding budget and strategy., • Identify claim trends and provide insights to underwriting and product teams to help refine offerings and anticipate emerging risks., • Represent the company in settlement discussions, industry events, and client meetings when appropriate.Qualifications:, • 7+ years of complex Professional Liability claims experience within executive risk, financial services liability, or related specialty lines., • Must be well versed in at least one or more of the following lines: D&O, E&O, EPL, MPL, or Fiduciary., • Strong grasp of insurance coverage analysis, legal process, and dispute resolution., • Bachelor’s degree required; advanced credentials (law degree, CPCU, RPLU, or equivalent) highly valued., • Proven ability to manage high-exposure claims independently and deliver timely results., • Exceptional communication skills, with the ability to build trust and credibility at all levels., • Organized, detail-oriented, and able to thrive in a fast-moving environment., • Comfortable handling a high volume of work while maintaining professionalism and accuracy.Salary/Benefits:, • $150,000 to $190,000+ annual base salary (depending on experience) plus 15-25% Annual Target Bonus, • Flex schedule and ability to work remotely, • Extremely competitive Medical, Dental, Vision and Life plans, • Employer matching 401(k) plan

Job DescriptionChilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Work closely with compliance, operations, and legal teams to support best practices and operational efficiency.Qualifications, • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Powered by JazzHR mHUeQTRCxM

Job Description Educational Alliance, a 130 year old New York institution, is a vibrant, dynamic organization serving New Yorkers from all walks of life. We serve everyone regardless of the language they speak, where they come from, or their socioeconomic status. We believe that everyone should have a chance to live a better life and that arts and culture, education, health and wellness, and social services can help lay that foundation. The Central Intake Licensed Clinician will provide direct intake and admissions services for individuals seeking treatment who have substance use disorders for the residential and outpatient treatment programs of the Center for Recovery and Wellness. Provide practical guidance and support to the Intake Team and interns. Assist the Director and Clinical Directors in day-to-day admissions operations. RESPONSIBILITIES Clinical • Complete intake and admissions assessments for residential outpatient programs using a trauma informed lens onsite, offsite, or via telehealth) as needed, • Phone screen and assess potential clients, • Provide outpatient program coverage as required to meet staffing needs and fiduciary targets:, • Outpatient counseling duties to include but not limited to:, • Facilitation of individual and group level interventions during FT clinician vacation or leave, • Maintenance of primary counseling caseload commensurate with outpatient program needs and intake scheduling demands, • OASAS compliance reporting as requested, • Preparation of court reports and federal probation/ pretrial documentation as requested, • Complete quality admissions assessments in accordance with regulatory bodies (OASAS, CARF, and Medicaid), • Support the training of new admissions staff, • Track enrollments using a shared excel system, • Maintain waiting list as required by regulation, • Maintain accurate and organized records in the EMR, • Participate in quality assurance reviews, • Submit timely documentation for billing purposes, • Coordinate initial referrals and scheduling of medical, mental health with onsite service providers., • Ensure that clients’ medical examinations and psychiatric referrals and evaluations are scheduled., • Contact referral source upon admission of new clients in a timely manner and provide reports and oral clinical updates., • Provide translators when necessary, • Register clients in drug testing data base, • Ensure potential admissions are screened and referred to the appropriate level of care., • Coordinate financial screens and communicate with billing department during admission procedures., • Ensure phones are answered professionally, and responses regarding inquiries are timely., • Outreach to referral sources to expand network., • Attend multidisciplinary clinical and administrative team meetings, individual supervision, and professional development in-service trainings, • LCSW, LMHC, or LMSW or CASAC-2, • One year of clinical intake and admissions experience minimum, • Two years of experience with substance use disorders strongly preferred, • Outstanding written and oral communications skills, • Computer skills (Internet, Excel, Word, Power Point, Outlook, EMRs, HRA STARS), • Knowledge of OASAS and Medicaid regulations, • Knowledge of ICD-10/DSM diagnostic criteria, primarily related to substance use disorders, • Highly organized with strong attention to details and an eye for developing efficient, internal systems and workflow, • Ability to multitask and handle challenging situations in a professional and courteous manner, • Ability to maintain confidentiality of records and information, • Generous PTO Policy, • Competitive Salary, • Medical & Dental Insurance, • Pension Plan, • 403b Retirement Plans, • Discount Perks for Movies, Broadway Shows, Amusement Parks, Etc., • Free Gym Membership to our MCC Fitness & 14TH ST Y Gym Educational Alliance is an Equal Opportunity Employer. For further information about Educational Alliance, please visit

Job Description The Senior Asset Manager will be responsible for managing a portfolio of multifamily distressed assets in receivership, working with internal and external teams to meet the objectives of each asset, maximize property performance, and stabilize assets for their next phase. Desired Competency, Experience and Skills: • 10+ years of experience with a focus on asset management activities, including leasing, financing, managing tenant improvements, capital investments, and dispositions, • Experience with distressed assets- often class C and B, • Ability to be self -sufficient to work outside the box to figure out challenges, • Exposure to legal aspect of commercial assets in receivership, • Comfortable navigating quickly changing portfolios and maintaining discretion when interfacing with building tenants, • Bachelor's Degree in Real Estate, Finance, Accounting; MBA a plus, • In-depth knowledge of real estate finance including commercial lease terms and debt and equity structures, • Able to successfully work in a team-oriented environment and partner with internal colleagues, external suppliers, and cross-functional groups, • Strong analytical, accounting and critical thinking skills, • High comfort level with the technology used to aid in collaboration, communication, and documentation, • Excellent written and oral communication skills, • Advanced knowledge of Excel including building templates for other users. Responsibilities: • Develop and implement strategic business plans for each asset that will govern its daily operations, position in the market, and ultimate disposition, • Assure financial performance, timely reporting, proactive and high-quality repairs and maintenance, and positive tenant relations, • The candidate should enjoy everchanging work assignments as the portfolio could frequently change, • Assist with conducting transaction analysis and support due diligence for new acquisitions, • Assist with due diligence and follow-up on property transactions, • Review monthly property management reports for variance against budget and strategy, • Prepare monthly, quarterly, and annual reporting for investor clients and senior leadership, • Create cash flow projections, analyze and recommend investor capital calls and distributions, • Develop analytical tools to allow leadership to better understand the state of the portfolio, • Monitor and maintain compliance with all lender requirements, • Monitor timely payment of taxes and insurance premiums, • Monitor all escrow accounts and operating cash accounts to assure they are properly funded, • Collaborate with other departments to improve and document processes and streamline reporting, • Oversight of 3rdparty brokerage teams and leasing, • Negotiate leases and renewals throughout the portfolio Compensation: Starting at $160,000 plus bonus (base increase for experience) Over its 40 year history, Trigild has managed and operated hundreds of commercial properties. Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof – for maximum service and value. Visit . Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks). Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. . Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Trigild will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description About the Role: At WITHIN, we champion growth, innovation, and forward-thinking creativity. We're looking for a social-first creative who loves both the thinking and the making. Someone who can turn insights into ideas, ideas into content, and content into results. You'll concept, copywrite, and oversee creation of paid digital assets for some of the most exciting brands online — and you'll do it alongside a nimble team that values curiosity, experimentation, and great storytelling. Responsibilities include but are not limited to: • Ideate with purpose. Translate marketing objectives into strategically sound creative concepts — from audience insight to final execution — ensuring every idea is rooted in purpose and aligned to client goals., • Develop strong messaging and visual hooks. Turn prompts into compelling, social-first static and video ideas that break through the noise and inspire engagement., • Craft clear, effective copy. Know your way around a CTA — and confidently adapt marketing objectives into sharp messaging hooks, headlines, and campaign language that drive action., • Own the entire creative process. This is really where the multidisciplinary approach comes into play. You'll partner with our in-house team of makers and other creatives to ideate, refine, and execute social-first campaigns across paid and organic channels. From concept to delivery, you're an autonomous thinker who owns the work stream from video edits to photo retouching to rigorous QA- every detail matters., • Elevate creative standards. Bring a sharp point of view, thoughtful feedback, and a willingness to push ideas further — inspiring both clients and the internal team., • Proven Track Record. 5–6 years of experience concepting, creating, and producing paid and organic social content. Your portfolio should showcase both strategic thinking and creative execution., • Technical Proficiency. Deep working knowledge of Adobe Creative Suite (Premiere Pro, Photoshop, After Effects) and other relevant creative tools., • Clear and Confident Communicator. Comfortable presenting creative work, articulating rationale, managing client expectations, and guiding timelines with clarity and ease., • Strong Design Sensibility. A sharp eye for layout, composition, and movement — with the ability to translate that into high-impact static and motion creative across digital campaigns., • Intuitive Strategic Insight. A holistic grasp of the social landscape — you don't just follow trends; you understand the cultural and behavioral shifts that drive them., • Versatile Collaborator. Equally comfortable leading group ideation or running a solo sprint — you know when to lean in, when to delegate, and when to run with it., • Generative AI Fluency. Familiarity with tools like Midjourney, Runway, Seeddance, Stable Diffusion, or ChatGPT for ideation and image/video generation. Excel knowledge and Typing Test We offer a competitive salary and benefits based on education, experience, and skills level, including: • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - $67,500-$89,200, • Entry Level - Meets qualifications on a minimum basis, • Level 2 - $89,200-$110,900, • Junior level - Exceeds qualifications on a moderate basis, • Level 3 - $110,900-$132,600, • Middle Level - Exceeds qualifications on a strong basis, • Level 4 - $132,600-$154,300, • Advanced Level - Exceeds qualifications on an extensive or advanced basis, • Level 5 - $154,300-$176,000, • Senior Level - Exceeds qualifications on an outstanding basis About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States, • Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia, • Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

Job Description About the Role As a Paid Media Manager, you will work closely with our cross-functional strategists, overseeing campaigns across various channels with a strong focus on performance marketing across search (SEM), social, and programmatic. You'll ensure the successful execution of integrated digital marketing initiatives, with hands-on involvement in both Google Ads and Meta campaigns. Your exceptional communication and people management skills will be essential in fostering strong relationships with our clients and guiding our team of strategists toward continued growth and success. Responsibilities include but are not limited to: • Manage and mentor a team of one to two cross-functional digital marketing buyers or strategists., • Lead the planning, execution, and optimization of SEM campaigns (Google Search, Shopping, and YouTube Ads) as well as paid social campaigns (Meta:Facebook/Instagram, TikTok, etc.)., • Oversee integrated digital marketing campaigns across multiple channels (search, social, display, programmatic), ensuring performance aligns with client objectives., • Proactively dive into platforms to understand the day-to-day details, driving measurable campaign success., • Develop and maintain strong client relationships, ensuring business goals are met and exceeded., • Collaborate with internal teams and global teammates, including North America, to align on cross-regional media strategy., • Analyze SEM and cross-channel campaign performance data, providing actionable insights to improve efficiency and effectiveness., • Continuously refine and improve internal processes to drive team efficiency and performance., • 3+ years of hands-on experience running paid campaigns in Google Ads or/and Search ads 360, including Shopping and YouTube., • Hands-on experience managing paid social campaigns (Meta/Facebook Ads Manager)., • Proven track record with SEM and paid social campaign execution, optimization, and strategy., • Agency experience is highly preferred., • Solid background in digital marketing across multiple channels (search, social, display, programmatic)., • Proven experience in a managerial or supervisory role., • Exceptional client relationship management, communication, and people management skills., • Strong strategic and analytical thinking with excellent attention to detail., • Familiarity with digital marketing tools and platforms (Google Ads, Meta Ads Manager, Google Analytics, etc.). Cognitive Aptitude and Typing Test * Logic assessment on Excel We offer a competitive salary and benefits based on education, experience, and skills level, including: • Unlimited vacation policy, • Monthly Phone Stipend, • Comprehensive Medical, Dental, and Vision insurance options, • 401(K) plan with matching, • Dog friendly office, • Hybrid work opportunity, • Professional Development Program, • Level 1 - $63,900-$82,760, • Possesses essential capabilities., • Level 2 - $82,760-$98,920, • Possesses developing capabilities., • Level 3 - $98,920-$115,080, • Possesses notable capabilities., • Level 4 - $115,080-$131,240, • Possesses strong capabilities., • Level 5 - $131,240-$147,400, • Possesses advanced capabilities. About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: • LinkedIn, • WhatsApp Community, • Instagram, • New York City: 43-01 22nd St, Suite 602, Queens, New York, 11101, • Bogotá: WeWork Av. Cra 19 #100-45, 10th Floor, Bogotá, Colombia, • Mexico City: Av Paseo de la Reforma 296, Floor 25, Office 111, Mexico City, Mexico

Job Description Trusts & Estates Paralegal Location: New York, NY Schedule: Hybrid (2–3 days in-office) Classification: Non-Exempt Compensation: Up to $185,000 + comprehensive benefits SourcePro Search is seeking an experienced and detail-oriented Trusts & Estates Paralegal to support a prestigious law firm’s New York-based team. This is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative, fast-paced environment. This role offers a hybrid schedule and exposure to sophisticated trusts and estates matters for high-net-worth clients. What You’ll Do: • Manage all aspects of estate administration, including preparing and filing probate/administration petitions, collecting and valuing assets, and processing bequests, • Assist with the preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives, • Prepare and file federal and state estate tax returns, including IRS Form 706 and applicable state filings, • Form LLCs, apply for EINs, and prepare Receipt and Release Agreements, • Review and assist with fiduciary accountings for estates and trusts, • Maintain calendars and deadlines for estate administration and planning matters, • Ensure efficient handling of filings with Surrogate’s Courts and other government agencies What You’ll Bring: • Bachelor’s degree required, • 5+ years of Trusts & Estates paralegal experience in a law firm setting, • Deep knowledge of estate administration, trust administration, and estate tax preparation, • Proficiency with Microsoft Office and experience with One Source (FPS), HotDocs, and Surrogate’s Court electronic filing systems, • Strong organizational and communication skills, with the ability to interact with attorneys, clients, and financial advisors, • A team-oriented, proactive mindset with the ability to manage multiple priorities and meet deadlines under pressure, • Flexibility to work overtime when necessary, • A high degree of accuracy, confidentiality, and professionalism in all work If you are a motivated, highly skilled Trusts & Estates Paralegal seeking your next career move in New York, we want to hear from you. Apply today to join a team known for its excellence in estate and trust law.