Estate and Trust Tax Director for a Respected Accounting Firm

Our client is a mid-sized accounting firm with a people-first culture that takes pride in a highly personalized accounting experience. Their approach allows for the personal touch of a small firm with the resources of a national organization. They are seeking an ambitious Estate and Trust Tax Director to lead their Managers and Senior/Staff Accountants and to serve as the primary contact for their large and diverse client base.
Responsibilities:
- Serve as the main point of contact for client base--lead client meetings, manage discussion regarding planning opportunities/exposures, and generally advocate for the firm
- Oversee training of Managers, Seniors, and Staff Accountants, provide timely feedback, and delegate projects as needed
- Lead marital deduction, asset allocation, and 6166 elections
- Collaborate with the firm's Partner on projects, planning, and research as needed
- Meticulously document any and all positions or exposures, draft client proposals and develop presentations
- Take on IRS audits, sign all forms of tax returns, and handle billing and due date list without supervision
Qualifications:
- Bachelor's degree in finance, accounting, economics, or related field, required
- CPA JD or EA license, required
- Demonstrated track record of leadership in a management position for at least 3+ years
- Proven knowledge and experience in reviewing estate tax, gift tax, and income tax returns
- "Big picture" mindset, with the ability to look at moving parts as a whole and manage projects in a timely manner
- Advanced research and presentation skills
- Become an advocate for the firm and embrace the firm's values, both inside and outside of the office

Regional Director for a Respected Business Association - San Diego, CA

Our client is a well-known business association. They are seeking a Regional Director to lead business development efforts for their San Diego chapter. This role is perfect for someone with a strong business network (lawyers, accountants, real estate professionals, and other service providers) who is great at relationship-building and self-motivated. This is a high-growth, entrepreneurial role within an established company with an incredible track record.
Responsibilities:
- Develop and maintain a healthy pipeline of qualified member candidates
- Maintain strong membership retention numbers by working with group leaders and executive committee members
- Research and provide custom programs to keep members engaged
- Ensure group leaders are supported so they can execute on the benefits of the organization and give members the best experience
- Build out the chapters with quality candidates who can add to the group
- Design, implement, and manage marketing programs to get the brand name out to the right professionals
- Facilitate networking between members to add value to the membership and program
- Leverage existing networks to bring in new members
- Lead (plan, facilitate, follow-up) group leader meetings
- Identify appropriate venue/scheduling for Company-hosted events
Requirements:
- Bachelors Degree- 5-7+ years experience in a similar sales-oriented role
- Strong relationships with an existing network of contacts in professional services, e.g. finance, legal, accounting, marketing, etc.
- Experience with another professional membership organization, a big plus
- Excellent oral and written communication skills
- Self motivated professional who is able to work from home and manage themselves
- Ability to attend early morning meetings and evening events (monthly – quarterly)
- A natural networker and “people person,” required!
- Creative and an ‘out of the box’ thinker and strong problem solver

Salesforce Administrator for a Business Networking Association

Our client is a well-known business association with chapters all over the U.S. They are seeking a Salesforce Administrator to refine and streamline Salesforce procedures and processes, manage the organization's large and diverse database of members, and provide ongoing support and continuous improvement to the technical and sales staff. The ideal candidate will have a background in office administration or customer support, and will be eager to expand their knowledge of the Salesforce platform while working within an established company with an incredible track record. Our client would even potentially consider a more senior candidate with the ability to manage a broader customer service team.
Responsibilities:
- Full ownership of all Salesforce activities, including updating member information, assisting with administrative needs of both group members and staff, and troubleshooting
- Record and administer all changes in membership, including adding new members to the database, altering existing records as needed, and liaising with accounting team to ensure correct billing
- Partner with senior leadership, sales, and technical staff to proactively identify areas for improvement or growth
- Deliver procedural updates and projects, including but not limited to ideation, requirement gathering, maintenance, and support
- Analyze database information and ensure that data is clean and accurate
- Manage and create work flow rules, reports, dashboards, trigger automations to further automate existing processes
Qualifications:
- Bachelor's degree, required
- 3-6 years experience in an administrative support role, ideally in office administration, customer support, or technical support
- Basic knowledge of the Salesforce platform, with a desire to grow into a subject matter expert
- Salesforce Administrator certification, a plus- Keen eye for detail and instinct for accuracy
- Ability to work quickly, managing multiple tasks at once in a fast paced environment

Coin Appraiser - Westside/Pasadena Area

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