Current Job Openings
-
Company Overview
A growing, full-service landscaping company based near West Chester, PA, specializing in residential and commercial landscape design, construction, and maintenance is looking to add a CFO to their team. The firm has a strong reputation for quality work, exceptional customer service, and is looking for a strategic and hands-on CFO that exemplifies the same qualities to join the leadership team and drive financial excellence as they scale.
The current CFO has been in the position for nearly a decade and will be set to retire within the year.
Position Summary
The CFO will oversee all financial operations of the company, including budgeting, forecasting, reporting, strategic planning, cash flow management, and risk mitigation. As a key member of the executive team, the CFO will provide actionable insights to guide business decisions and help ensure long-term growth and profitability.
Key Responsibilities
Lead all aspects of financial planning and analysis (FP&A), budgeting, and forecasting
Manage accounting operations including AR/AP, payroll, and general ledger
Monitor cash flow, debt management, and working capital to ensure financial health
Prepare monthly, quarterly, and annual financial statements and performance reports
Collaborate with operations and project managers to evaluate job costing, margins, and project profitability
Oversee financial controls, audits, and compliance with regulatory requirements
Implement process improvements and systems to enhance efficiency and accuracy
Advise the CEO and leadership team on financial strategies and business opportunities
Evaluate potential investments, acquisitions, and capital projects
Manage relationships with banks, CPAs, insurance providers, and external stakeholders
Qualifications
Bachelor’s degree in Accounting, Finance, or related field (MBA or CPA preferred)
10+ years of progressive finance leadership experience, preferably in construction, landscaping, or a related field
Proven experience with budgeting, forecasting, financial modeling, and cash flow management
Strong knowledge of job costing and project-based financial tracking
Familiarity with QuickBooks and/or construction-specific ERP systems
Excellent leadership, communication, and strategic thinking skills
Ability to work collaboratively in a fast-paced, entrepreneurial environment
-
A real estate group in Exton, PA is seeking an experienced and detail-oriented Financial Controller to join their team. This is an exciting opportunity to play a key role in overseeing and managing all financial operations within a growing and dynamic real estate environment.
Job Overview:
The Financial Controller will be responsible for managing all aspects of financial management, including financial reporting, budgeting, forecasting, compliance, and internal controls. This position requires a strategic thinker with strong accounting expertise. The ideal candidate will work closely with senior management and department heads to provide insights and analysis that drive informed decision-making.
Key Responsibilities:
Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements in compliance with GAAP (Generally Accepted Accounting Principles).
Manage day-to-day financial operations, including accounts payable, accounts receivable, payroll, and general ledger accounting.
Lead the preparation of annual budgets and forecasts, and monitor performance against budgeted targets.
Analyze financial data and provide actionable insights to senior leadership, helping to drive business decisions and improve operational efficiency.
Implement and maintain internal controls to safeguard company assets and ensure compliance with financial regulations.
Ensure compliance with tax filings, corporate governance, and industry standards.
Coordinate with external auditors during annual audits and ensure timely completion of audit processes.
Manage cash flow and working capital, optimizing liquidity and financial resources.
Support cost analysis and pricing strategies for manufacturing operations, working closely with the production and procurement teams.
Assist in the development of financial policies and procedures to support company growth and scalability.
Supervise and mentor a small accounting team, providing guidance and support in their professional development.
Stay up-to-date on industry trends, regulatory changes, and best practices in financial management.
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
A minimum of 5 years of experience in financial accounting, with at least 2 years in a real estate environment.
Strong understanding of GAAP, financial reporting, and internal controls.
Proficiency in accounting software (e.g., SAP, QuickBooks, Microsoft Dynamics, or similar) and Microsoft Excel.
Excellent analytical, problem-solving, and organizational skills.
Strong attention to detail and ability to manage multiple tasks in a fast-paced environment.
Experience with budgeting, forecasting, and cost accounting in a real estate setting.
Ability to communicate complex financial concepts to non-financial stakeholders.
Demonstrated leadership skills and the ability to manage a team effectively.
Knowledge of tax laws, compliance regulations, and financial industry standards.
Preferred Skills:
Experience with ERP systems implementation or upgrades.
Strong interpersonal skills and ability to build relationships across departments.
-
KEY RESPONSIBILITES:
Site Evaluation and Acquisition: Identify and evaluate potential land acquisition opportunities, including land feasibility studies and due diligence.
Request proposals, preparation & bid solicitation, negotiation, award, and contracting for professional services, attorneys & consultants
Manage & direct engineering & professional consultant objectives, schedules & work product
Facilitate project approvals/entitlements/land use and zoning changes through coordination with sellers, brokers, agency review staff, governmental officials, and elected officials.
Initiate & obtain all permits needed for approvals & zoning
Work with utility companies
Assist with preparation & implementation of HOA documents
Track, monitor, update project approvals timelines & schedules & routinely distribute to team
Overseeing daily land development field operations
Managing contractors, verifying work completed/monitoring progress
Meeting with governmental agencies/inspectors/HOA’s
Coordinating land development work with homebuilding operations
Project dedication and financial security release work
Establish & maintain accurate project development schedules
Establish & maintain accurate project development budgets
Invoice review/approval/coding
Analyses and negotiations of bids/contracts/change orders
Assist or lead with project Due Diligence efforts (entitlements & approvals, development schedules & budgets)
QUALIFICATIONS:
Bachelor’s degree in Civil Engineering, Urban Planning, Real Estate Development, or a related field.
3+ years of experience in land development, real estate development, or a related field.
Strong understanding of land development processes, zoning regulations, environmental considerations, and local codes.
Experience in managing land development projects, from concept to completion.
Strong project management, organizational, and problem-solving skills.
Strong communication and negotiation skills.
Ability to manage multiple projects simultaneously and prioritize effectively.
Projected Salary: $75k - $90k
-
Tax Principal
Mid-sized public accounting firm in Center City is seeking a Tax Principal for their growing organization. This person will have the ability to grow within the firm, work on a wide range of returns, and help drive strategic growth.
Salary: $180k - $200k
Responsibilities include:
Tax return review and comprehensive planning for individual, fiduciary, partnership, and corporate clients;
Management of key individual and business client accounts;
Work directly with staff and senior accountants on their professional development and accounting acumen;
Perform tax research to ensure optimal treatment for sophisticated client transactions;
Remain current and up-to-date on changes in tax law and accounting procedures;
Assist shareholders with billing client accounts;
General business and management advisory services.
The ideal candidate should possess the following qualifications and skills:
Bachelor’s degree in accounting or finance (required);
CPA license (required);
12+ years of experience in public accounting (required);
Experience with high-net-worth individual clients, real estate, and start-up businesses strongly preferred;
Strong general tax knowledge;
Proven leadership ability and desire;
Ability to build relationships and work well with a busy team;
Excellent communication, interpersonal, and organizational skills;
Proper phone and client relations etiquette;
Ability to work independently;
Savvy computer skills required and CCH products, QuickBooks, and XCM experience a plus;
Proficiency in Microsoft Office programs.
The ideal candidate should also possess the following characteristics:
High cognitive, emotional, and social intelligence;
Collaborative team mentality;
Punctuality;
Flexibility;
Entrepreneurial mindset.
This is a thriving, energetic firm with a broad client base and diverse range of work. The position offers health, dental, 401k, and other benefits, as well as bonus opportunities and a signing bonus.
-
Senior Tax Manager
Mid-sized public accounting firm in Center City is seeking a Senior Tax Manager for their growing organization. This person will have the ability to grow within the firm, work on a wide range of returns, and help drive strategic growth.
Salary: $160k - $180k
Responsibilities include:
Tax return review and comprehensive planning for individual, fiduciary, partnership, and corporate clients;
Management of key individual and business client accounts;
Work directly with staff and senior accountants on their professional development and accounting acumen;
Perform tax research to ensure optimal treatment for sophisticated client transactions;
Remain current and up-to-date on changes in tax law and accounting procedures;
Assist shareholders with billing client accounts;
General business and management advisory services.
The ideal candidate should possess the following qualifications and skills:
Bachelor’s degree in accounting or finance (required);
CPA license (required);
8+ years of experience in public accounting (required);
Experience with high-net-worth individual clients, real estate, and start-up businesses strongly preferred;
Strong general tax knowledge;
Proven leadership ability and desire;
Ability to build relationships and work well with a busy team;
Excellent communication, interpersonal, and organizational skills;
Proper phone and client relations etiquette;
Ability to work independently;
Savvy computer skills required and CCH products, QuickBooks, and XCM experience a plus;
Proficiency in Microsoft Office programs.
The ideal candidate should also possess the following characteristics:
High cognitive, emotional, and social intelligence;
Collaborative team mentality;
Punctuality;
Flexibility;
Entrepreneurial mindset.
This is a thriving, energetic firm with a broad client base and diverse range of work. The position offers health, dental, 401k, and other benefits, as well as bonus opportunities and a signing bonus.
-
Tax Manager
Mid-sized public accounting firm in Center City is seeking a Tax Manager for their growing organization. This person will have the ability to grow within the firm, work on a wide range of returns, and help drive strategic growth.
Salary: $100k - $160k
Responsibilities include:
Tax return review and comprehensive planning for individual, fiduciary, partnership, and corporate clients;
Management of key individual and business client accounts;
Work directly with staff and senior accountants on their professional development and accounting acumen;
Perform tax research to ensure optimal treatment for sophisticated client transactions;
Remain current and up-to-date on changes in tax law and accounting procedures;
Assist shareholders with billing client accounts;
General business and management advisory services.
The ideal candidate should possess the following qualifications and skills:
Bachelor’s degree in accounting or finance (required);
CPA license (required);
5+ years of experience in public accounting (required);
Experience with high-net-worth individual clients, real estate, and start-up businesses strongly preferred;
Strong general tax knowledge;
Proven leadership ability and desire;
Ability to build relationships and work well with a busy team;
Excellent communication, interpersonal, and organizational skills;
Proper phone and client relations etiquette;
Ability to work independently;
Savvy computer skills required and CCH products, QuickBooks, and XCM experience a plus;
Proficiency in Microsoft Office programs.
The ideal candidate should also possess the following characteristics:
High cognitive, emotional, and social intelligence;
Collaborative team mentality;
Punctuality;
Flexibility;
Entrepreneurial mindset.
This is a thriving, energetic firm with a broad client base and diverse range of work. The position offers health, dental, 401k, and other benefits, as well as bonus opportunities and a signing bonus.
-
A wealth management firm based in Tysons, VA is looking to add a Chief Compliance Officer to their team. This firm has been in business for almost 40 years and has over $6 billion in assets undermanagement with a track record of sustained growth.
Position Overview:
The Chief Compliance Officer will be responsible for developing, implementing, and monitoring the firm’s compliance program to ensure adherence to SEC and/or FINRA regulations, internal policies, and industry best practices. The ideal candidate will bring a strategic mindset, strong regulatory knowledge, and experience working within a Registered Investment Advisor (RIA) or similar wealth management environment.
Key Responsibilities:
Develop, implement, and maintain the firm’s compliance policies, procedures, and internal controls.
Serve as the primary liaison with regulatory bodies, including the SEC, FINRA, and state regulators.
Conduct periodic compliance risk assessments and audits to evaluate the effectiveness of internal controls.
Monitor changes in laws and regulations and ensure timely implementation of necessary policy updates.
Oversee the annual compliance review and regulatory filings including Form ADV, Form U4/U5, Form CRS, and others.
Lead employee training programs to ensure firm-wide understanding and adherence to compliance obligations.
Manage responses to regulatory examinations and inquiries.
Collaborate with executive leadership to align compliance objectives with the firm’s strategic goals.
Oversee compliance with marketing and advertising regulations for investment advisers.
Provide guidance on ethical standards, conflicts of interest, and fiduciary duty.
Qualifications:
Bachelor’s degree required; JD, MBA, or advanced degree preferred.
Minimum of 5-10 years of relevant compliance experience, ideally within an RIA or broker-dealer environment.
In-depth knowledge of SEC regulations, Investment Advisers Act of 1940, and applicable state regulations.
Proven leadership and management experience in a compliance role.
Strong analytical, organizational, and communication skills.
High degree of professional ethics and integrity.
Experience with compliance technology platforms and tools is a plus.
-
Position Description:
The Paraplanner is responsible for assisting with financial planning processes. You will work directly with clients and prospective clients. This position reports to the Director of Financial Planning, and works closely with all departments within the organization.
Responsibilities:
The responsibilities of the position include a cross-section of Financial Planning and Investment Management for firm clients, including but not limited to:
Assist with advising clients about the implication of specific financial decisions.
Understand clients' goals and using them as guideposts for any financial advice that is offered.
Gather necessary data to ensure that any advice offered to a client is the best and will expose them to minimum risk.
Determine whether the client has sufficient resources to meet his/her goals within a specified time limit.
Assist with advising clients on how well to manage the risks posed in their cash flow.
Assist with advising and preparing analysis for a client including retirement cash flow projections, Social Security income analysis, pension plan analysis, etc.
Assist with advising and preparing tax analysis in order to ensure tax liabilities for the client are reduced.
Review and provide recommendations on estate planning techniques to create, accumulate, and conserve client assets.
Learn and understand our firm's investment process.
Meet with new and existing clients alongside Financial Planner(s).
Prepare PowerPoint presentations for prospective client meetings.
Provide a high level of service to firm clients.
Produce error-free documents and correspondence that have been proofed, edited, and reviewed prior to sending to clients.
Prepare client review follow-ups.
Assist with sign-on and onboarding of new clients.
Assist with team CRM task management as needed.
Sit in large meetings to assist with note-taking when needed.
Fully utilize and keep up-to-date records and tasks for clients.
Adhere to the Firm and Department’s Best Practices.
Assist with department requests as needed.
Qualifications:
A Bachelor’s Degree is required for this role.
Minimum of 1-3 years of experience in a financial planning/investment management role, or undergraduate study and internship experience from a financial planning degree program.
Fully licensed within 6-months of assuming the role (CFP, Series 66, Series 7)
Detail oriented.
Good communication skills; both verbal and written.
Sales skills a plus.
Strong analytical background necessary to complete client analysis.
Proficient in MS Excel, PowerPoint and Word.
Experience with the following software programs a plus: Tamarac, Microsoft CRM, Morningstar Principal and/or Morningstar Direct
Projected Salary: $105k - $115k
-
One of the top wealth management firms in the DMV is looking to add a Financial Planning Specialist to their team due to growth. Founded over 40 years ago, this firm has over $6B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic.
We have helped several individuals get positions at this firm over the past few years and are happy to talk more about the culture and opportunity for growth.
Key Responsibilities:
Assist financial advisors in preparing comprehensive financial plans and investment recommendations.
Conduct in-depth research on investment products, tax strategies, estate planning, and other wealth management topics.
Analyze client portfolios and financial data to generate reports and insights.
Prepare client meeting materials, including presentations and performance reviews.
Ensure compliance with industry regulations and firm policies in all client-related documentation.
Maintain accurate and up-to-date client records within financial planning software and CRM systems.
Support the development and implementation of financial strategies tailored to individual client needs.
Collaborate with internal teams to enhance operational efficiency and client service delivery.
Qualifications & Skills:
Bachelor’s degree in Finance, Economics, Business, or a related field.
3+ years of experience in a financial planning, paraplanning, or wealth management role.
VA L&H, Series 66 (or combination 63/65), and Series 7
CFP® certification or progress toward CFP® designation is preferred but not required.
Strong knowledge of financial planning principles, investment products, and retirement strategies.
Proficiency in financial planning software (e.g., Morningstar, Tamarac) and CRM systems.
Excellent analytical skills with strong attention to detail.
Strong written and verbal communication skills.
Ability to manage multiple tasks and prioritize workload effectively.
-
Client Services Associate
A top wealth management firm in Tysons, VA (Virginia’s #1 financial advisor) is looking to add a client service associate to their team. This position supports the firm by developing relationships with firm clients and helping them maximize the value they're getting from the company’s services. The successful candidate will report directly to the Director of Client Services, and will have daily interaction with senior executives, internal departments, and our clientele. Position offers top benefits and salary commensurate with credentials and experience.
Salary: $65k - $95k
ResponsibilitiesBuild sustainable relationships and trust with clients through open and interactive communication.
Take ownership of client issues and follow problems through to resolution in a prompt and courteous manner.
Improve client experience in order to facilitate organic growth of the firm.
Provide thoughts and feedback on Client Service department operational procedures, including making recommendations for increased efficiency within current processes.
Actively document all notes and action items during Client Services team meetings; ensure all commitments made are completed in a timely manner.
Maintain strong relationships with back office and other investment company vendors.
Successfully manage a high volume of emails, calls, and/or tasks with a positive attitude, including but not limited to:
Establishing client profiles and opening new accounts.
Tracking and reporting on incoming, outgoing, and internal asset transfers.
Preparing authorization documents for establishing and updating accounts.
Ensure regulatory compliance is followed.
Process Required Minimum Distributions.
Assist staff and clients with troubleshooting EQUIPT issues
Assist internal staff and external clients in managing ongoing changes on broker-dealer site.
Write and edit client and internal communications within the CS team, based on support and guidance from team Directors
Local banking, including logging received checks and depositing at the local bank.
Perform other duties and responsibilities as assigned.
Requirements
1-5 years of experience in the financial services industry or client service position.
Comprehensive knowledge of financial industry.
Series 7 license preferred.
Experience using CRM system (Tamarac preferred).
Proficiency in Microsoft Suite tools (Outlook, Excel, and Word).
High level of service orientation, exceptional interpersonal skills, and the ability to interact with individuals at all levels of the organization.
Excellent organizational skills to prioritize and complete work efficiently.
The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment.
Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.
The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs.
Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.
Effective problem-solving skills to resolve routine client questions.
The ability to follow instructions, including a strong adherence to meet deadlines.
“Team player" mindset, willingness to do whatever is needed, big or small.