Categories

  • Accounting & Finance
  • Administrative
  • Real Estate Development

Locations

  • Bellevue, WA
  • Lynnwood, WA
  • Seattle, WA
  • Tukwila, WA
  • Litigation Paralegal
    posting #: 2176

    Litigation Paralegal

    Join a premier litigation firm in the Pacific Northwest and bring your legal assistance expertise to their dynamic team!

    As a Litigation Paralegal, you'll play a vital role in trial teams, overseeing all phases from investigations to pleadings and discovery. Working closely with attorneys, you'll support them in depositions, witness preparation, and research, while also preparing and managing exhibits.

    The ideal candidate has a proven track record as a Litigation Paralegal, with expertise in motions, discovery, evidence, litigation documentation, court rules and procedures, and related practices.

    Litigation Paralegal Responsibilities:

    • Carry out preliminary inquiries, legal research, and initial evaluations of cases.
    • Create pleadings, motions, and appellate documents, and submit them to the court.
    • Handle administrative tasks such as managing schedules, organizing case files, and overseeing logistics.
    • Maintain indexes for pleadings and discovery materials.
    • Arrange exhibits, documents, evidence, briefs, and appendices in an orderly manner.
    • Aid attorneys in responding to interrogatories and fulfilling other discovery requests.
    • Collect pertinent information from diverse sources.
    • Act as a bridge between trial teams and both internal and external third parties.
    • Assist in jury selection, witness preparation, and the voir dire process.
    • Offer support in reaching case settlements.

    Litigation Paralegal Qualifications:

    • Certification or associate degree in paralegal studies (bachelor’s degree is preferred)
    • At least 2 years’ experience in a paralegal role
    • Investigative mind and strong research skills
    • Working knowledge legal database software
    • Experience in preparing legal reports
    • Excellent communication and time management skills
  • Senior Financial Accountant 2024
    posting #: 2175

    Senior Financial Accountant

    Seattle, WA

    Our client, a well-established Real Estate Developer with assets in the US and Canada is searching for a Senior Financial Accountant to manage their high-profile developments. This position is based in our client’s Seattle office.

    The ideal candidate will be a long-term player with a proven track record of success with 5 years experience in the Real Estate/Development or Construction Industries. Knowledge of IFRS/GAAP U.S. accounting and Yardi experience is preferred.

    The Senior Financial Accountant be integral to the accounting team’s success as it will work on Joint Venture Accounting, Acquisitions, Project Accounting, and Property Management Accounting.  This role works closely with and reports directly to the Controller.

    Senior Financial Accountant Duties:

    • Prepare monthly financial statement packages for corporate and project entities including financial statements, cash flows and supporting working papers.
    • Responsible for understanding partnership agreements and partner/investor waterfalls for income, fees, and cash flow distributions.
    • Ensures all financial reports are prepared in a timely and accurate manner, including allocations and expense/revenue accruals. Prepares and presents financial statements and related reports (including but not limited to balance sheets, income statements, cash-flow reports/projections, and variance analysis).
    • Project Accounting: Prepares and enters all project job cost and journal entries necessary to maintain budget cost categories and ledger accounts to accurately reflect financial activity and balances.
    • Responsible for the cash management and oversight of each development project and related entity, including payments to contractors and professionals, processing of wires, transfers and collection of fees, loan disbursements and equity contributions.
    • Responsible for accounting oversight and maintenance of the general ledger for entities associated with development projects.
    • Assist in annual audit requirements and ad-hoc reporting requirements.
    • Assist in all lending reporting requirements.
    • Prepare and maintain monthly proformas, bank draws, budgets & forecasts.
    • Effectively communicate with development team on budget concerns or overages.

    Senior Financial Accountant Qualifications:

    • Bachelor’s degree in Accounting or Finance preferred or relevant accounting experience
    • 5+ years accounting related experience
    • Experience managing a diverse team with multiple locations
    • Property Management Software, Yardi Software preferred
    • Proficient in MS QuickBooks, MS Office, and Power Point

    Benefits and Appreciation:

    • 100% employee paid benefits
    • 401k with 5% Match
    • Wellness Reimbursement
    • Generous PTO

    Compensation: $90,000 - $115,000

  • Senior Demand Planner
    posting #: 2169

    Senior Demand Planner – REMOTE – WA State

    Seattle, WA (REMOTE, but Washington State only)

    6 months contract w/ possibility of extension

    Pay: $32-$34/hour

    Work for the largest coffee retail company in the country! This multinational chain is seeking a Senior Demand Planner with strong Excel skills to join their team. If supply chain is your passion, and you’re looking for that opportunity to grow your career and experience, then this could be the role for you!

    Our client is looking for a Senior Demand Planner to create an accurate demand plan to support customer service targets while balancing fiscal responsibilities of inventory in the supply chain. The ideal candidate should have at least three years of experience in demand planning and forecasting within the supply chain.

    Senior Demand Planner Responsibilities:

    • Develop statistical forecast models using demand planning tools based on order history.
    • Support the creation of a demand plan by adjusting the plan to support promotions or events, new product introductions, phase-outs, and supply chain strategies, using demand planning tool parameters and functionality.
    • Compare demand plans to business and financial plans to determine and resolve gaps through Demand Reviews in the Sales and Operations Planning (S&OP) process.
    • Understands and facilitates S&OP within the enterprise.
    • Reports forecast accuracy of demand plans.
    • Identify root causes and recommend actions to improve accuracy.
    • Without sales or category input, provide a demand plan to support supply chain planning requirements and customer service levels.
    • Use sales and finance marketing information, sometimes confidential, to drive demand plans.
    • Recommends supply chain processes for improvement in areas impacting customer service and inventory levels.
    • Recommends and creates demand models that drive customer and/or product mix changes.
    • Adjust consensus plans to consider the consumption of forecasts, backlog, and supply constraints.

    Demand Planner Qualifications:

    • 3+ years of supply chain, demand planning, and forecasting experience.
    • Strong Excel skills and experience in Demand Forecasting software such as Tableau, Sigma, Legality, SAP, Oracle etc..
    • Retail experience preferred.
    • Ability to work both independently and as part of a team.
    • Exceptional written and verbal communication skills required.
  • Tax Associate
    posting #: 2164

    Tax Associate

    Lynnwood, WA

    Our client, an established boutique public accounting firm with a tight-knit team of experienced tax accountants, is looking to add a Tax Associate to their team. As the Tax Associate, you will be responsible for preparation and review of tax returns, including individual, partnership, corporate, trust, and non-profit returns, as well as technical research.

    An ideal Tax Associate has strong technical and communication skills and the ability to deliver a quality product in a timely manner. This is an excellent opportunity to work with a friendly and collaborative company.

    Tax Associate Duties:

    • Compile and analyze financial data for accurate and compliant tax returns.
    • Stay updated on tax laws, conduct research, and provide informed advice.
    • Communicate with clients, address inquiries, and assist with tax-related matters.
    • Maintain organized records, ensuring compliance with tax regulations.
    • Work with internal teams to gather information for tax reporting.
    • Generate timely tax reports and provide advice on tax strategies.
    • Assist in preparing for internal and external tax audits.
    • Stay informed about changes in tax laws through ongoing professional development.

    Tax Associate Qualifications:

    • 2-4+ years public accounting tax experience.
    • Bachelor's or Master's degree in Accounting; MS in Taxation is highly preferred.
    • CPA certification or progress toward CPA is preferred.
    • Preferred proficiency in preparing the following:
    • Business returns (C-corps, S-corps, partnerships, LLC)
    • Individual returns (1040)
    • Trusts, gift/estates (1041, 709, 706)
    • Exempt organizations (990, 990T)
    • Strong tax research and writing skills.
    • Ability to manage projects effectively and efficiently from start to finish.
    • Ability to manage multiple client engagements simultaneously.
    • Ability to work effectively both independently and as part of a team.
    • Tech Savy: MS Office, QuickBooks products, Tax preparation software (experience with UltraTax CS, a plus), Familiarity with Practice CS & Accounting CS, a plus, Electronic/online research tools (experience with RIA a plus)

    Benefits & Appreciation:

    • Flexible schedule outside of tax season and a 50-hour work week during tax season.
    • Hybrid work schedule
    • Yearly home office stipend + monthly cell phone reimbursement.
    • Medical, dental, vision benefits.
    • Retirement plan with employer match.

    Compensation: $90k - $110k+ DOE

  • Sr. Tax Manager
    posting #: 2163

    Sr. Tax Manager

    Lynnwood, WA

    Are you a Senior Tax Manager looking for an opportunity with a fast track to becoming a partner? Do you enjoy developing client relationships and working with small businesses and high-net-worth individuals? Then this could be the role for you!

    Our client, an established boutique public accounting firm with a tight-knit team of experienced tax accountants, wants to add a Sr. Tax Manager As the Sr. Tax Manager, you will be key to the leadership team and front-facing with top clients. You will work on tax planning and compliance for flow-through entities (S corps, partnerships, etc.) and individual tax returns for higher income and higher net worth clients. This isn’t a “turn and burn” leadership position where you are siloed or stuck at a desk churning thousands of tax returns. This is not our client’s business model.  

    An ideal principal will have a breadth of experience in tax, like being front-facing with clients and mentoring junior tax associates. This is an excellent opportunity to get in with a growing and collaborative company.

    Sr. Tax Manager Duties: 

    • Delegate tax preparation and research to staff (as appropriate).
    • Ability to accurately prepare business tax returns for: C & S corporations, partnerships, individuals, trusts, gifts, and estates.
    • Review corporate and individual tax returns of varying complexities.
    • Prepare complex business income tax returns.
    • Manage client engagement/relationships.
    • Develop staff members.

    Qualifications:

    • 6+ years of public accounting tax experience. BA/BS in Accounting; MS in Taxation a plus.
    • Tax return review skills.
    • Strong tax research and writing skills.
    • Ability to manage projects effectively and efficiently from start to finish.
    • Ability to manage multiple client engagements simultaneously.
    • Ability to work effectively both independently and as part of a team.

    Benefits & Appreciation:

    • Flexible schedules outside of tax season and a 50-hour work week during tax season.
    • Option to work in the office and from home (our office is virtualized).
    • Great vacation package.
    • Competitive compensation and benefits, including medical, vision, dental, 401k match at 3%

    Compensation: $130,000-$170,000+

  • Sr. Real Estate Analyst
    posting #: 2158

    Senior Real Estate Analyst

    Kirkland, WA

    Join a well-established private commercial real estate owner, investor, and development firm located in the Puget Sound area. This group is growing their self-storage portfolio and they are looking to add a Senior Real Estate Analyst to join their team!

    The role involves analyzing financial data, managing budgets, and developing strategies for the portfolio. Core functions include financial modeling, market research, and due diligence to support acquisitions, asset management and development.

    Sr. Real Estate Analyst Responsibilities:

    • Collect and analyze monthly financial data from third party managers; present findings to Executive team.
    • Prepare annual budget for Self-Storage portfolio, including the capital budget.
    • Manage capital budget by liaising with vendors, obtaining bids, and overseeing efficient completion of work.
    • Develop and implement short and long-term strategies for individual assets and the portfolio.
    • Analyze market trends and optimize portfolio strategies with third party managers.
    • Oversee core asset management functions, including land use changes and expansions.
    • Cultivate relationships with external stakeholders like brokers and industry leaders.
    • Develop and maintain expertise in self-storage properties, deal structures, and real estate finance.
    • Support site finding efforts and maintain development pipeline.
    • Evaluate acquisition opportunities, present recommendations to the Executive Team, and manage pipeline and sales comparison reports.
    • Integrate acquired properties into portfolio through capital improvement plans and budget coordination.
    • Undertake special projects such as research, white papers, and presentations.

    Sr. Real Estate Analyst Qualifications:

    • Bachelor’s degree in real estate, business, finance, or related field.
    • At least 3 years of relevant experience within the commercial real estate industry.
    • Strong financial background with experience in financial modeling; real estate underwriting preferred.
    • Valid Driver’s license required.
    • Strong written and verbal communication skills.
    • Strong problem-solving skills in ambiguous situations.
    • Excellent interpersonal skills, professional demeanor.
    • Self-motivated collaborator with strong work ethic, able to work independently, prioritize, and follow through.
    • Proficient in Microsoft Office.

    Benefits & Appreciation:

    • Generous compensation which includes base salary and an annual bonus.
    • 100% of employee medical, dental, and vision premiums are covered.
    • Vacation and holidays, including 1 floating holiday.
    • 401K and Roth 401K with employer matching contribution, along with a pension plan (8%).

    Compensation: $80K - $100K + bonus

  • Client Service Associate – Wealth Management
    posting #: 2134

    Client Service Associate – Wealth Management

    Tukwila, WA

    Work for an independent advising firm that is growing quickly. They are a dynamic group of experts in their field looking to add a Client Service Associate. By placing their clients' interests at the forefront of their investment management and planning process, they strongly emphasize developing long-term client relationships.

    The ideal candidate will have a strong focus on the needs of the client, excellent follow-up, and attention to detail, outstanding customer service abilities, and experience working with high-net-worth clients.

    This might be a good fit for you if you have experience in the financial services or related industry, a strong commitment to providing excellent customer service and want to work for a firm with many prospects for professional advancement.

    Client Service Associate Responsibilities:

    • Deliver outstanding customer service and communication to high-net-worth individuals.
    • Encourage the efficient use of CRM to guarantee the consistent use of the service model.
    • Arrange, confirm, and occasionally participate in customer meetings:
      • Prepare meeting agenda (with advisor input) and supporting materials.
      • Record meeting notes and prepare follow-up communication to clients.
      • Utilize the CRM system for any needed follow-up tasks.
    • Handle day-to-day client service activities:
      • Prepare and process onboarding paperwork and incoming account transfers.
      • Facilitate money movement, which includes wires, third-party wires, links to bank accounts, journals, and checks.
      • Monitor account activity, alerts, transfers, etc. and take necessary action.
      • Track significant client events and send corporate greetings as appropriate.
      • Coordinate annual tax reporting with client CPAs.
      • Handle annual required minimum distributions (RMDs) for retirement accounts.
      • Address inbound client calls and attentively note client requests.
      • Interface with the custodian service team as needed to resolve client issues.
    • Provide financial planning support to advisors, maintaining financial planning profiles and updating plan information in planning software.

    Client Service Associate Profile:

    • At least 2+ years client service experience in financial services or a related field; direct investment industry experience is a plus.
    • Proficiency with Microsoft® Office, Salesforce, etc.
    • Excellent written and verbal communication.
    • High social and emotional intelligence.
    • Securities licenses (e.g., Series 6) is highly desired. If no license, must be willing to get it.

    Company Benefits & Appreciation:

    • 100% of Medical, dental, and vision premium paid.
    • 401k plus match.
    • Paid time-off, and holidays.
    • Hybrid schedule available. (option to work from home on Monday and Friday)

    Compensation: $65-$90k+bonus (DOE and licenses)

  • Tax Associate
    posting #: 2096

    Tax Associate

    Seattle, WA (Hybrid)

    Our client, an established boutique public accounting firm with a tight-knit team of experienced tax accountants, is looking to add a Tax Associate to their team. As the Tax Associate, you will be responsible for the preparation and review of tax returns, including individual, partnership, corporate, trust, and non-profit returns, as well as technical research.

    An ideal Tax Associate has strong technical and communication skills and the ability to deliver a quality product in a timely manner. This is an excellent opportunity to work with a small, friendly, and collaborative company.

    Tax Associate Duties:

    • Compile and analyze financial data for accurate and compliant tax returns.
    • Stay updated on tax laws, conduct research, and provide informed advice.
    • Communicate with clients, address inquiries, and assist with tax-related matters.
    • Maintain organized records, ensuring compliance with tax regulations.
    • Work with internal teams to gather information for tax reporting.
    • Generate timely tax reports and provide advice on tax strategies.
    • Assist in preparing for internal and external tax audits.
    • Stay informed about changes in tax laws through ongoing professional development.

    Tax Associate Qualifications:

    • 2-4+ years of public accounting tax experience.
    • Bachelor's or Master's degree in Accounting; MS in Taxation is highly preferred.
    • CPA certification or progress toward CPA is preferred.
    • Preferred proficiency in preparing the following: Business returns (C-corps, S-corps, partnerships, LLC), Individual returns (1040), Trusts, gift/estates (1041, 709, 706), and Exempt organizations (990, 990T)
    • Strong tax research and writing skills.
    • Ability to manage projects effectively and efficiently from start to finish.
    • Ability to manage multiple client engagements simultaneously.
    • Ability to work effectively both independently and as part of a team.
    • Tech Savy: MS Office, QuickBooks products, Tax preparation software (experience with UltraTax CS, a plus), Familiarity with Practice CS & Accounting CS, a plus, Electronic/online research tools (experience with RIA a plus)

    Benefits & Appreciation:

    • Flexible schedule outside of tax season and a 50-hour work week during tax season.
    • Hybrid work schedule
    • Yearly home office stipend + monthly cell phone reimbursement.
    • Medical, dental, and vision benefits.
    • Retirement plan with employer match.
    • Transportation benefits, continuing professional education, client referral bonus, and tuition reimbursement plan.

     

    Compensation: $90k - $110k+ DOE, 7-10% bonus

  • Asset Manager
    posting #: 2065

    Asset Manager
    Bellevue, WA

    Work for a local, top-performing real estate lender and developer, that is partnered with residential builders across the Pacific Northwest. Our client is looking to add an Asset Manager to join their high-growth company.

    The Asset Manager's role involves overseeing a diverse portfolio of lending assets, encompassing residential and commercial properties, as well as properties owned by the company. They collaborate closely with the company’s servicing, lending, and real estate departments, as well as their clients, to actively supervise and administer the performance of loans and associated projects.

    Asset Manager Responsibilities:

    • Maintain current knowledge of policies and practices for managing debt and equity programs.
    • Monitor and provide updates on project advancements throughout the construction and sales stages.
    • Manage disbursement requests and adjustments for construction loans, conduct portfolio evaluations, and oversee disbursement requests.
    • Oversee in-house construction projects.
    • Formulate and execute workout strategies for troubled loans when required.
    • Generate bi-monthly reports for all assets.

    Asset ManagerQualifications:

    • At least 3 years of relevant work experience and a bachelor's degree in business, finance, real estate, or construction management.
    • Experience managing a real estate loan portfolio, preferably with a focus on construction loans, in a financial institution.
    • Exceptional communication, attention to detail, problem-solving, and organizational skills are essential.
    • A cooperative team player open to diverse responsibilities and able to travel as needed.
    • Knowledge in Outlook, Excel, and Salesforce is required.
    • Preferred: Mortgage lending license.

    Company Benefits & Culture:

    • Medical/Dental/Vision
    • Annual bonus
    • Free parking on site
    • Employee home loan program
    • Employee stock options
    • 401k with a 3% match

    Compensation: $80k-$110k

  • Tax Accountant
    posting #: 1675

    Tax Accountant

    Seattle, WA

    Bring your accounting and tax acumen to work for a locally owned, full-service accounting firm offering tax, trust, and forestry services. This is a unique opportunity to work with varied clientele and companies that vary from large legacy businesses to small business owners in the Pacific Northwest. They're a company on the rise that takes great care of their clients and employees alike.

    As a Tax Accountant, you will work on tax planning and compliance for flow-through entities (S corps, partnerships, etc.) as well as individual tax returns for higher income and higher net worth clients. You will have an established list of clients and work closely with leadership and senior accountants. This position isn’t a “turn and burn” tax position where you are siloed or stuck at a desk churning 1000’s of tax returns. This is not our client’s business model.

    If you have been looking for your next opportunity where you can have more exposure to varied clients, work with a more collaborative team and find a long-term position, this could be the opportunity for you!

    Company Information:

    • Locally owned and operated, our client has been a leader in the industry for over 65 years.
    • People like to work here and it shows – very tenured employees.
    • The company provides taxation, retirement planning, accounting, consulting, and wealth management services.
    • Serve clients locally, nationally, and internationally.
    • They have a solid core business of long tenure companies ranging from large to small, they are not a typical tax firm who's turning and burning tax returns.

    Leadership & Culture:

    • The Tax Accountant will be working closely with the Senior Tax accountants and ownership.
    • Open and inclusive management style with a “lead by example” style.
    • Collaborative, open culture.
    • Ability to have a flexible schedule and hours.

    Benefits & Appreciation:

    • Medical and Vision Insurance (up to 100% coverage for employee and child).
    • 401K plan excellent with matching.
    • Great vacation package including 12 paid-holidays.

    Tax Accountant Background Profile:

    • At least 2 years in public accounting with experience in tax. Audit experience a plus.
    • Expertise in flow-through entity taxation.
    • Expertise in individual taxation.
    • Strong verbal and written communication skills and polished presentation.
    • A team player with collaborative mindset.
    • Knowledge in trusts and estates, timber/forest products industries, ProSystem fx Tax, and ProSystem fx Engagement.

     

    Compensation: $90,000-$130,000/year