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Forrest Johnson
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  • Client Advisory Manager  

    - Auburn
    Company DescriptionAt Pivotal, we are revolutionizing the traditional... Read More
    Company Description

    At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.

    Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.

    This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.

    Job Description

    As a Client Advisory Manager, you will be the cornerstone of our client-centric approach, dedicated to nurturing and expanding relationships with our existing client base. You will manage a portfolio of clients and serve as the primary point of contact, ensuring a high level of service and responsiveness. In addition to relationship management, you will oversee the delivery of core accounting and advisory services, ensuring financial statements, tax work, and related deliverables are completed accurately and on time. Your role will be centered on understanding evolving client needs, ensuring satisfaction, and proactively identifying opportunities for growth.

    Your job responsibilities will include but not be limited to:

    Account Management
    Manage large, named, key client accountsManage all services provided to assigned clients including monthly financial statement delivery, tax returns and related deliverables.Monitor client engagements to ensure quality service delivery and client expectations are met.
    Client Retention and Satisfaction
    Build and maintain strong relationships with existing clients, ensuring their satisfaction with our services.Act as the main point of contact for client inquiries, concerns, and feedback.
    Client Growth
    Identify opportunities for upselling additional services to existing clients based on their evolving needs.Collaborate with the internal teams to introduce clients to new offerings and value-added services.
    Cross-functional Collaboration
    As a key member of the service delivery team, this role will work closely with internal teams, including financial operations, tax, and firm administration to ensure seamless client experiences.
    Client Advocacy
    Act as a client advocate within the firm, providing insights and feedback to improve client satisfaction and address any challenges.
    Qualifications

    Bachelor's degree in Business, Accounting, or related fieldProven experience in client management, account management, or a related roleStrong understanding of accounting and financial servicesTax planning experience is strongly preferredKnowledge of or the ability to learn new accounting and tax systemsExcellent communication and interpersonal skillsDetail-oriented with a focus on client success
    Additional Information

    We offer competitive compensation packages, health benefits, and a collaborative work environment.

    Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance. Read Less
  • Associate Attorney - Litigation  

    - New York City
    Company DescriptionWho We AreBergstein Flynn Knowlton & Pollina PLLC (... Read More
    Company Description

    Who We Are

    Bergstein Flynn Knowlton & Pollina PLLC (BFKP) is a New York City-based boutique law firm focused on real estate transactions, real estate litigation, and complex commercial matters. BFKP provides big law sophistication to real estate clients who want boutique service. We pride ourselves on combining deep legal expertise with practical judgment, responsiveness, and a genuine commitment to long-term client relationships.

    What We Do

    BFKP provides full service legal support to real estate owners, occupiers and professionals, individuals and businesses by helping them build and protect their assets. Our transactional practice handles acquisitions, dispositions, leasing, financing, and ongoing general counsel support, while our litigation team represents clients in high-stakes real estate and commercial disputes. Across all practice areas, we focus on strategic thinking, clear communication, and solutions that protect our clients' interests while supporting their broader business goals.

    What It's Like to Work Here

    At BFKP, you'll work closely with partners and clients from day one in a collaborative, entrepreneurial environment where ownership and accountability are encouraged. We are intentionally lean, growth-oriented, and hands-on - attorneys and paralegals are trusted to manage meaningful responsibilities rather than operate in rigid silos. Team members build long-term careers here because they gain real experience, develop strong client relationships, and work alongside colleagues who value quality, integrity, and professionalism without the bureaucracy of a large firm.

    Job Description

    The Associate Attorney - Real Estate Litigation role at BFKP is designed for attorneys who want meaningful responsibility, hands-on experience, and true ownership over their cases. Our litigation associates are not siloed into narrow tasks-they manage matters from inception through resolution, develop case strategy, interact directly with clients, and represent the firm in court. This role is ideal for a litigation attorney who wants to sharpen their judgment, grow as a strategic advisor, and build a long-term career at a firm that values accountability, craftsmanship, and entrepreneurial thinking.

    What You'll Do
    Manage a defined docket of real estate and commercial litigation matters from inception through resolution, serving as the day-to-day point person on assigned cases.Develop and execute litigation strategy in close collaboration with partners and clients.Draft and review pleadings, complaints, motions, discovery demands and responses, and demand letters.Prepare for, take, and defend depositions; prepare clients and witnesses for testimony.Argue motions and participate in court appearances, conferences, and settlement negotiations.Manage discovery and deadlines proactively to keep matters moving forward efficiently.Communicate directly with clients and opposing counsel, building strong, trusted professional relationships.Collaborate with paralegals and internal team members while maintaining accountability for quality, deadlines, and case outcomes.
    Who We're Looking For

    Individuals who share our core values
    Tenacious - Grit & perseverance when the going gets toughPushing Boundaries - Creative approach to problem-solving Character Counts - Collaborative and collegial people, who take responsibility and maintain accountability & high emotional intelligence"Big Law" Approach - Intellectually curious, proactive, high standards
    and also
    Bring relevant experience as a junior associate or associate attorney in a law firm, with specific experience supporting commercial real estate litigation.Possess an entrepreneurial spirit and appetite for learning, seeking a smaller, up-and-coming firm where they can have real impact and grow their skills.Value a high-caliber, collegial culture that is collaborative, responsive, and relationship-driven with colleagues and clients.Embrace technology (including legal tech and AI tools) and is eager to learn and adopt new systems that enhance efficiency and quality of work.Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple transactions simultaneously.Thrive in a fast-paced environment, taking pride in accuracy, professionalism, and supporting attorneys and clients effectively.
    Qualifications
    Juris Doctor (J.D.) degree from an accredited law school and active license (or eligibility for licensure) to practice law in New York.Approximately 4-7 years of litigation experience within a law firm environmentSubstantive experience in real estate litigation and/or commercial/business litigationComfort using litigation technology and court filing systems (e.g., NYSCEF; PACER experience is a plus); experience with e-discovery platforms a plus.Strong legal judgment, commitment to integrity and excellence, collaborative spirit in partnering with colleagues and clients, and genuine enthusiasm for the firm's mission.Excellent written and verbal communication skills, with strong advocacy skills and ability to think strategically about litigation.Demonstrated experience drafting motions and pleadings, managing discovery, and handling depositions
    Additional Information

    Compensation & Benefits
    Compensation - Competitive annual salary in the range of $175k - $250k commensurate with experience, practice focus, and credentialsHealth & Wellness Benefits - Substantial employer contributions toward comprehensive insurance, consistent with NYC legal market standardsRetirement Savings - 401(k) retirement plan with employer matching contributions up to 4%Paid Time Off - Fifteen (15) days of paid vacation annually, 40 hours of paid sick leave, plus standard paid firm holidaysProfessional Development & Mentorship - Direct mentorship from firm partners, and meaningful responsibility on sophisticated commercial real estate matters - The firm also pays for New York City Bar membership - with free access to the NYC Bar's complete CLE Passport, with thousands of on-demand CLEsCareer Advancement - Annual performance and compensation reviews with opportunities for merit-based raises, expanded responsibility, and long-term advancement within a collaborative, high-performing New York real estate practice
    Bergstein Flynn Knowlton & Pollina PLLC is an equal opportunity employer. We comply with all applicable employment laws and do not discriminate based on any protected characteristic.

    This job posting is being managed by FractionalRecruiter on behalf of Bergstein Flynn Knowlton & Pollina PLLC. Read Less
  • Bookkeeper  

    - Auburn
    Company DescriptionAt Pivotal, we are revolutionizing the traditional... Read More
    Company Description

    At Pivotal, we are revolutionizing the traditional CPA firm model. Unburdened by convention, we are growing a firm dedicated to meeting the distinctive needs of small and medium-sized businesses and their owners. Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in providing advisory, accounting, and tax solutions on a fractional basis.

    Our foundation rests on a few fundamental principles: assemble a team of passionate and skilled accounting, finance, and tax professionals, empower them to address our clients' challenges comprehensively, leverage technology to enhance client experiences and streamline processes, and, most importantly, engage with our clients on their terms.

    This unique blend of talent, experience, and adaptability positions us as a pivotal member of each client's team. At Pivotal, we go beyond the norm to deliver exceptional service and contribute meaningfully to the success of every business we serve.

    Job Description

    As a Bookkeeper you will be responsible for managing the day-to-day financial operations of multiple clients, ensuring their financial records are accurate and up-to-date. You will report directly to the accounting manager and work closely with other members of our Financial Operations team to provide exceptional service to our clients.

    Job Responsibilities
    Allocate and post financial transaction details to entity books using cloud-based accounting systems.Reconcile and balance all accounts (bank accounts, loan accounts, credit cards)Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet)Calculate and prepare sales tax returns and tax paymentsAssist with 1040 returns and business returns as neededProcess payroll and assist with client related questionsMaintain accurate and organized financial records for multiple clientsAssist with month-end and year-end closing processesCommunicate with clients and provide excellent customer serviceWork closely with the accounting manager and other team members to ensure timely and accurate financial reporting
    Qualifications
    Prior experience in accounting, finance, or HR is preferred, but not requiredExperience in Bookkeeping and a college degree is preferred, but not requiredKnowledge of bookkeeping practices, experience with Quickbooks Online, Microsoft Excel and other cloud-based accounting solutions is a plusKnowledge of generally accepted accounting principles and procedures is a plusAbility to analyze and solve problemsWork with confidentiality and integrityStrong attention to detail and ability to multitaskExcellent communication skills, both written and verbalAbility to work independently and as part of a team
    Additional Information

    We offer competitive compensation packages, health benefits, and a collaborative work environment. If you're a self-starter with an interest in finance and accounting we invite you to submit your resume by clicking on the "I'm interested" button.

    Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance. Read Less

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