Available Job Opportunities

Client Service Associate – Wealth Management

Bellevue, WA

Join a rapidly growing independent advising firm as a Client Service Associate. This team of experts prioritizes long-term client relationships by placing clients' interests at the center of their investment management and planning process. The ideal candidate will have strong customer service skills, attention to detail, and experience working with high-net-worth clients. If you have a background in financial services and are committed to excellent service, this role offers great potential for professional growth.

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 (RMD’s) 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 3+ 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 65) and/or financial planning knowledge is a plus.

Company Benefits & Appreciation:

• 100% medical, dental, and vision insurance.
• Paid time-offs, and holidays.
• 401k with matching.

Compensation: $70-80k/year DOE

Director of Client Services – Financial Advisory Firm

Factoria, WA

Our client is a well-established advisory firm with an entrepreneurial spirit. He is hiring a Director of Client Services to take on a unique leadership role that blends client relationship management with strategic human resources oversight.

In this role, you’ll guide client service and planning teams to deliver exceptional experiences while also developing HR strategies that ensure organizational effectiveness and employee satisfaction. It’s a perfect opportunity for someone with experience in the industry who is a hands-on leader.

As part of a growing team, our client values not just technical expertise but also a commitment to their mission, an entrepreneurial mindset, and a passion for helping others achieve financial confidence and peace of mind. This position offers the chance to make a meaningful impact on both clients and the broader team.

Are you ready to lead with purpose and drive positive change? This role could be your next step.

Director of Client Services Responsibilities:

• Lead and support client service and planning teams to strengthen relationships and deliver exceptional client experiences.
• Act as the primary escalation point for client issues, resolving concerns efficiently and effectively.
• Develop and execute strategies to enhance client satisfaction, loyalty, and business growth.
• Use client insights and market trends to align offerings with evolving client needs and expectations.
• Mentor and guide client service associates and financial planners, fostering their professional growth and high performance.
• Encourage collaboration across teams to ensure seamless and consistent client service delivery.
• Work with senior leadership to align client service and HR strategies with organizational goals.
• Design and refine policies, procedures, and programs to drive client and employee success.
• Serve as a trusted advisor to leadership on both client services and HR initiatives.
• Build and implement HR programs to attract, retain, and develop top talent.
• Promote an inclusive and engaging workplace culture through meaningful initiatives and programs.
• Ensure compliance with labor laws, company policies, and industry standards.
• Address employee concerns and resolve conflicts with professionalism and fairness.
• Oversee performance management, including conducting evaluations and establishing development plans.
• Analyze workforce trends and client feedback to support data-driven decision-making.

Director of Client Services Qualifications:

• Bachelor’s degree in Business Administration, Human Resources, or a related field is required (Master’s degree is a plus).
• At least 6 years of experience in client services and/or human resources.
• At least 3 years of proven success in a leadership capacity.
• Demonstrated ability to oversee client-focused and HR-related operations effectively.
• Advanced knowledge of technology tools, including CRM systems, HR platforms, and productivity software.
• Strategic mindset with the capability to manage and prioritize multiple tasks effectively.

Company Benefits & Appreciation:

• 100% medical, dental, and vision insurance.
• Paid time-off, and holidays.
• 401k with matching.

Compensation: $120k - $150k DOE

Operations Manager – Wealth Management

Bellevue, WA

Join a premier registered investment advisory firm with multiple locations nationwide. They are seeking an experienced Operations Manager to join their team. In this role, you will oversee daily operations, optimize processes, and foster team growth and development.

This full-time position offers a hybrid work arrangement, with an in-office presence required only once every two weeks.

If you are a motivated, detail-oriented professional passionate about leadership and purpose-driven work, we want to hear from you!

Operations Manager Responsibilities

• Implement and improve systems and processes.
• Manage CRM (Keap), automation tools, and technology support for staff.
• Onboard and train new employees, fostering leadership development.
• Oversee bookkeeping, prepare financial reports, and manage insurance data.
• Coordinate events, webinars, travel, marketing, and compliance efforts.
• Lead company meetings and track metrics to meet business goals.

Operations Manager Qualifications:

• Strong communicator with attention to detail and tech-savviness.
• Proven leadership and organizational skills; experience in business or a related field preferred.
• Knowledge of or comfort working with faith-based organizations and non-profits.
• Resides in the Seattle area and able to commute bi-weekly to the office.

Company Benefits:

• Medical, Dental, and Vision insurance 75% paid
• 401(k) with 3% employer contribution
• Paid time-off and holiday

Compensation: $85,000 - $110,000/yr.

Finance Director – Construction

Seattle, WA (90% remote)

Join a dynamic, design-focused cost consulting and project management firm in the A/E/C industry as their Finance Director, where you'll drive financial strategy and operations. With over a decade of steady growth, this is a pivotal strategic role within the company.

As the Finance Director, you’ll partner closely with leadership, driving financial planning, reporting, and strategy while uncovering opportunities to improve processes and implement innovative solutions.

The ideal candidate will have four+ years focused in finance within the A/E/C industry. This collaborative role recognizes your expertise and leadership, providing an opportunity to influence the company's growth and success.

Key Responsibilities:

• Manage all financial operations, including reporting, budgeting, and forecasting.
• Develop strategies to optimize cash flow and support business goals.
• Streamline and enhance financial controls, policies, and procedures.
• Provide actionable insights to the executive team based on data analysis.
• Ensure compliance with regulations and manage internal and external audits.
• Lead, mentor, and grow the finance team.
• Collaborate across departments to align financial and operational strategies.

Qualifications:

• 5+ years of finance experience, ideally in the A/E/C industry.
• Proven ability to identify improvement areas and implement successful processes.
• Bachelor’s degree in Finance, Accounting, or a related field (CPA or MBA preferred).
• Skilled in financial systems (experience with QuickBooks Online a plus).
• Strong analytical, problem-solving, and communication skills.
• Collaborative and strategic thinker with a proactive mindset.

Benefits and Compensation:

• 100% paid medical benefits for employee
• Unlimited PTO + 2 weeks off at the end of the year!
• Flexible work arrangements promoting work-life balance and opportunities to work in desirable locations
• 401K Safe Harbor Plan

Compensation: $130,000 - $150,000 + bonus incentives

Accounts Payable Specialist

Seattle, WA (this is an in-office role)

Contract-to-Hire

A leading commercial general contractor is looking for an Accounts Payable Specialist to join their supportive team and growing company. This person will complete payments and control expenses by receiving, processing, verifying, and reconciling invoices. Our client is consistently recognized as a top employer and is highly regarded for their innovative and collaborative culture. If you are looking to be a part of a collaborative team with a solid, stable company, then this may be the role for you!

AP Specialist Responsibilities:

• Manage credit card transactions with proper documentation.
• Process employee expense reports and check requests.
• Enter invoices and payments accurately and on time.
• Administer invoices, purchase orders, vouchers, disbursements, and receipts.
• Process general ledger and job cost entries, including adjustments.
• Handle intercompany transactions.
• Manage recurring entries, ensuring proper updates or termination.
• Oversee vendor accounts, W-9s, and 1099 reporting.
• Post and verify company funds in the database.

AP Specialist Qualifications:

• Minimum 2 years’ experience in Accounts Payable with invoicing/PO processing.
• Construction industry background is a plus.
• Excellent organizational, communication, and customer service skills, with a focus on results.
• Team-oriented and highly collaborative.
• Familiarity with CMiC or Sage 100 is preferred.
• Proficient in Microsoft Word, Excel, and Outlook.
• Capable of thriving in a fast-paced environment while ensuring accuracy.

Compensation: $27-$29/hr

Sr. Project Accountant – Real Estate Development Exp Required

Seattle, WA (In-Office)

Contract 4-6 months

$70-80/hour

Our client, a well-established Real Estate Developer with assets in the US and Canada is searching for a Sr. Project Accountant to manage their high-profile developments for maternity leave coverage. This is a 4-6 month contract role in their Seattle office.

The ideal candidate will have a proven track record of success with a minimum of 5 years’ experience with Real Estate/Development or Construction accounting. Timberline (Sage 300) and TimberScan experience is required.

Sr. Project Accountant Duties:

• Manages project accounting, including job costs, general ledger maintenance, WIP schedules and contract administration.
• Prepares and presents financial reports, including financial statements, cash flows, proformas, budgets, forecasts, and variance analysis.
• Analyzes financial relationships, prepares models, and performs statistical and sensitivity analysis.
• Oversees cash flow for development projects, including payments, loan disbursements, equity contributions, and reconciliations.
• Reviews construction pay applications and communicates budget concerns or overages with the development team.
• Ensures compliance with lender and audit reporting requirements, including year-end tasks like 1099 preparation.
• Handles full-cycle accounts payable and vendor compliance for development projects.
• Coordinates setup for new development projects, including bank accounts and financial records.
• Organizes and maintains accounting and contract records, supporting administrative tasks as needed.

Sr. Project Accountant Qualifications:

• 7+ years Construction and/or Real Estate accounting experience
• MUST have experience in real estate development or construction project-based accounting, including cost accounting and understand lender draws.
• Bachelor’s degree in accounting or finance preferred
• Experience with Sage Timberline and TimberScan are required.
• Proficient in MS Office, and able to pick up new processes and software quickly

Admin/Order Management Associate

Everett, WA

Unlock new career opportunities by leveraging your administrative and customer service expertise at a leading electronics manufacturer and distributor. This company is at the forefront of providing high-quality electronic components and innovative solutions across various industries. With a steadfast commitment to customer satisfaction and a diverse product portfolio, they have earned their status as a trusted partner in the electronics supply chain. Notably, this company has consistently achieved year-over-year growth and is expanding its team.

The ideal candidate will have previously excelled working in a professional and fast-paced environment and be a team player with the ability to work cross-functionally with external sources, such as suppliers and customers, and internal teams like manufacturing, estimating, and sales. This person should have excellent oral and written communication skills and be able to organize their work using tools like MS Excel, Word, Outlook, and we prefer experience with an ERP System.

It is no surprise that our client has strong longevity in their staff with their commitment to employee satisfaction. If you are looking to build a lasting career and have an opportunity for advancement within a thriving company, this may be a great fit for you!

Admin/Order Management Associate Responsibilities:

• Prepare and generate reports, email correspondence, and other documents.
• Review and process incoming orders and contact vendors for bids.
  
• Engage with external customers and partners.
• Communicate and assist all internal departments regarding order, customer, and supplier issues.
• Enter customers’ orders into the system and create purchase orders for each vendor.
  
• Respond to customer requests and order-related inquiries, and addresses customer satisfaction issues.
• Support order status requests and answer customers questions.
• Work to streamline order entry processes.
• Research and provide order status updates – both internal & external.
• Work with management and sales to resolve pricing discrepancies.
• Periodically handle inbound calls & delegate to management and team.
• Periodically order office supplies and research new deals and suppliers.
• Demonstrate outstanding customer service to internal and external clients.
  

Admin/Order Management Associate Qualifications:

• 2+ years in a manufacturing or other professional environment in data entry or administration.
• Exposure to an ERP system is preferred.
• Strong ability to follow procedural guidelines and respond to and/or research customer inquiries with urgency and accuracy.
• Excellent written and verbal communication skills.
• Strong multitasking, attention to detail, and organizational skills.
• A Team player – collaborative mindset.
• Strong typing skills, proficiency with MS Office Suite, and the ability to learn new programs quickly.
• Takes initiative and has a willingness to jump in on other duties as assigned.

Benefits and Appreciation:

• Medical, Dental, and Vision Insurance
• 401k with matching
• Paid time-offs and holidays.

Compensation: $25-$29/hr DOE

HRIS Manager

Seattle, WA

Are you an HRIS expert with UKG Ultipro experience looking for your next career step as we approach 2025? If so, this is your opportunity!

A senior living company is looking for an HRIS Manager to join their team. This role involves partnering with stakeholders to design and implement technology solutions that align with HR and payroll objectives, as well as establishing technology policies and best practices. 

HRIS Manager Responsibilities:

• Oversees system requirements, builds queries, and develops reports to support business objectives.
• Ensures accuracy in HR and payroll data, focusing on the UltiPro system.
• Provides user training and assists in creating training guides and documentation.
• Uses software knowledge to streamline business processes.
• Identifies and resolves technical and data-related issues.
• Responds to user questions, investigates problems, and finds solutions.
• Assesses impact and labor needs for new solutions and system upgrades.
• Handles additional responsibilities as required.

HRIS Manager Qualifications:

• At least 3 years of experience in roles involving integrated software solutions, such as business analysis, software configuration, testing, and end-user support.
• At least 2 years of experience with UKGpro Enterprise is essential.
• At least 2 years of experience in training users on software.
• Background in supporting operations across multiple locations.
• Familiarity with fundamental HR and payroll processes.
• Preferred experience in HRIS implementation, including design, testing, and system cutover.

Benefits and Appreciation:

• Medical, Dental, and Vision Insurance
• Paid time off and holiday
• 401k with company match
• Excellent compensation and benefits

Compensation: $90,000 - $130,000

Senior Cost Accountant - Manufacturing

Seattle, WA (on-site)

A local, family-owned aerospace precision machining and manufacturing leader is looking to add a Senior Cost Accountant/Accounting Manager. This pivotal role encompasses leadership, cost and full-cycle accounting for their $25M revenue operations.

This role is comprehensive, emphasizing cost accounting, reporting, and forecasting. It also holds potential for transitioning into a Controller position. The perfect candidate should possess experience in cost accounting, be familiar with full-cycle accounting, and have a genuine enthusiasm for both aspects of the role.

Some perks of working with this family-owned firm is work life balance (no more than 40 hours a week + flexible start times) and 100% medical coverage for employees and dependents.

They value a detail-oriented professional who can work meticulously, fill in as necessary, and maintain efficient manufacturing processes.

Cost Accountant Responsibilities:

• Understand the company's data structure and documented workflows for core marketing, sales, operations, and financial management activities.
• Guarantee accurate product cost management, covering bill of materials, SKU and raw material costs, labor in inventory, finished goods inventory, and monthly CoGs accuracy.
• Develop finance data processes to ensure timely, GAAP-compliant financial statement preparation.
• Collaborate with leadership to decide pricing, services, and wage structures.
• Review company ledgers and create audit schedules to rectify inaccuracies.
• Oversee financial and customer data management while adhering to relevant laws and regulations.
• Maintain database records and hierarchies, working with NetSuite and other ERP connectors like Square, Braintree, and Avalara.

Cost Accountant Qualifications:

• At least 3 years of cost accounting experience in a manufacturing environment.
• At least 2 years of project management experience, a plus.
• Demonstrated ability to work with cross-functional leadership and staff.
• Ability to work, be a self-starter and understand priorities.
• Proficient in Microsoft Office Suite (strong understanding of Excel).
• Bachelor’s Degree preferred.

Benefits & Appreciation:

• Medical/Dental/Vision – 100% paid by the employer for employee + dependents.
• Generous 401k plan and match.
• Discretionary bonuses.

Compensation: $100k - $105k

Contracts Manager/Payroll– Prevailing Wage Contractor

Everett, WA

Work for a locally owned general contractor known for its cutting-edge projects, collaboration, and care for its clients and team members. They are looking for a Contracts Manager/Payroll expert with prevailing wage and union experience to join their team!

The primary duties for this position would include contract administration, payroll data entry, and maintenance, as well as accounts payable entry and processing.

This position offers 100% employer-paid medical benefits for you and your dependents and a 401k plan with matching 3%.

Responsibilities:

Contract Administration/AP:

• Set up new vendors in the system, checking applicable websites for compliance and current licenses.
• Draft, edit, and process all documents and maintains contract records, files and logs.
• Handle billing for the construction department
• Sit in on Project Management meetings and tracks their time.
• Receive, analyze, and enter accounts payable items into the system.
• Work with project managers and department managers to make sure invoices are properly coded.
• Compile weekly AP pay runs.
• Connect and communicate with suppliers and make sure agreements are followed.
• Keep copies of any receipts, bills, and correspondence needed for files.
• Gather accurate vendor information to ensure compliance with federal reporting requirements.
• Assist in yearly federal reporting of vendor payment.

Payroll:

• Maintains payroll data by gathering, calculating, inputting, and retrieving data from the system as appropriate.
• Identifies and resolves payroll inconsistencies in collaboration with department supervisors.
• Provides payroll information by answering questions and requests.
• Maintains payroll processes by following policies and procedures and reporting need changes.
• Keeps information private, upholds employee trust, and safeguards payroll procedures.
• Help prepare and complete the weekly, monthly, and yearly payroll reporting obligations for local, state, and federal agencies.
  

Qualifications:

• At least 2+ years of proven Contracts, AP and Payroll experience.
• Must be knowledgeable about union payroll including prevailing wage, union dues, zenith, fringe, etc.
• Experience in construction highly preferred.
• Degree in business administration, finance, or accounting preferred, or, strong equivalent work experience is acceptable.
• Strong numerical aptitude and attention to detail.
• Ability to define issues, gather information, confirm facts, and make sound judgments.
• Excellent communication skills both verbal and written.

Benefits and Appreciation:

• 100% employer-paid Medical, Dental, and Vision for the employee.
• 401k with 3% matching
• Paid time-offs and holidays.
• Life and Disability Insurance

Compensation: $75,000 - $90,000

Accounting Manager

Kent, WA (this is an in-office role)

Work for a leading outdoor sporting goods design and manufacturing company located in the PNW. They are adding an Accounting Manager to oversee the company’s financial planning and accounting operations. Our client is looking for a highly analytical candidate who is proactive and provides advice on the best path of growth for their business. The candidate will be handling journal entries, month-end closing and financial reporting. Ideally, this candidate should be a leader, with excellent communication and interpersonal skills and if you enjoy the great outdoors, it is a plus as well!

Finance and Accounting Manager Responsibilities:

• Handle monthly financial statements including reporting for parent company financial consolidation.
• Supervise the company's financial strategic planning by assessing its performance and potential risks.
• Prepare detailed reports on the company’s financial performance.
• Assure adherence to financial regulations and legislation.
• Identify spending and revenue patterns in the firm and provide fixes for any issues.
• Represent the company when communicating with external financial entities.
• Handles journal entries, month-end close, bank reconciliations as well as daily/weekly/monthly cash flow reporting and cost management.
• Create budgets that satisfy the demands of the company’s departments.
• Support the new ERP system set up.
• Supervise all audit and internal control processes.
• Accounts payable and accounts receivable management.
• Be aware of current events that potentially impact the business operations.

Finance and Accounting Manager Qualifications:

• At least 6 years professional accounting experience.
• Bachelor’s degree in accounting, finance, or relevant field.
• Strong knowledge of accounting, accounting software, corporate principals, and financial analysis.
• Strong communication and interpersonal abilities.
• An analytical mind and effective organizational and leadership abilities.
• Bilingual in Korean is a plus.

Benefits and Appreciation:

• Company pays up to 100% medical, dental, and vision plans.
• 401k with matching.
• Paid time-offs and holidays.
• Exclusive company discounts.
• Career development opportunities

Compensation: $90-110k/year

Corporate Financial Controller

Seattle, WA

Our client, a Seattle based cutting-edge energy company with global reach, is looking for a Financial Controller to take on all aspects of financial management. This includes accounting, regulatory and financial reporting, management of the general ledger and payroll functions, budgeting strategies, and coordination of year end auditing.

The ideal candidate will be able to work cross functionally with management, vendors, banking institutions, and the accounting team. Strong leadership qualities and a sound knowledge of accounting fundamentals are a must.

Corporate Financial Controller Responsibilities:

• Oversee all functions of the Accounting Department: accounts receivable, accounts payable, payroll, general ledger, fixed asset, and bank reconciliations.
• Oversee budgeting, financial forecasting, and cash flow; align financial management with short-and long-term financial planning and projections.
• Monitor existing monthly and annual financial reporting materials and manage the financial cooperative grant agreement aspects of the fiscal grantor.
• Special Projects as needed to include manage software implementation of company chosen ERP system.
• Maintain and improve the company’s internal control environment.
• Manage the monthly financial close process including creation, review and approval (when appropriate) of general ledger transactions and supporting documentation for journal entry transactions.
• Prepare multiple state agency reports which is required by tax department for quarterly/annual reporting requirements.
• Responsible for the preparation of financial reports, including consolidated financial statements according to US GAAP and IFRS.
• Coordinates year-end audit with external auditors and assists in the preparation of audit schedules, data, and information.

Corporate Financial Controller Qualifications:

• Minimum 10 years of progressive accounting experience
• Minimum 3 years supervisory experience is required
• Bachelor’s Degree in accounting, CPA required
• Experience with project accounting
• Auditing experience
• Knowledge of the Canadian and US taxation systems
• Experience in preparing consolidated financial statements

Compensation: $150k - $175k/year

Assistant Controller – Multifamily Construction

Tacoma, WA

Our client, a General Contractor specializing in Multifamily Construction, is looking for a talented Assistant Controller to join their team. The Assistant Controller will participate in the daily management and reporting of construction projects and assist the controller with monthly financial reporting. They are looking for a self-starter that can hit the ground running. The right candidate with be professional, have excellent time management skills, and do well under pressure.

This company is growing and looking for those candidates who are driven and organized team players. They have a strong backlog of projects, and the company is offering generous benefits and a great opportunity for career growth.

Responsibilities:

• The Assistant Controller will participate in the daily management and reporting of construction projects and assist the controller with monthly financial reporting
• Fully and independently own the accounting function including all operational, project accounting and financial reporting responsibilities
• Oversight of the general ledger, reconciliation of accounts, bank deposits and cash flow reporting
• Administer the WIP Report preparation
• Prepare and analyze job cost reports
• Manage the payroll process
• Prepare Monthly B&O Reporting
• Handle Quarterly L&I Reporting
• Evaluate and continually improve accounting procedures, processes, and systems to ensure standardized and efficient accounting operations, whilst also maintaining a robust control environment

Requirements:

• 5+ years progressive experience in accounting with at least 2 years of experience at a higher senior or management level
• Construction Accounting experience required
• Must have experience preparing WIP reports
• Must have strong comfort level with utilizing and learning software, specifically, accounting software
• Procore experience is a plus
• ADP experience is a plus
• Must have strong Excel skills (will require a skills test)
• Associate degree in accounting or finance minimum requirement, Bachelor’s degree preferred

Benefits:

• Medical, Dental, and Vision Insurance
• Paid time-off and Holiday
• 401k plan

Compensation:  $85k-100k/year