Pro Talent Solutions

Executive Recruiter (Contractor via Paravize TA LLC)

Supreme Talent

Executive Recruiter

STATE OF MIND HEALTH PSYCHIATRY NP, PLLC

Provided 1 on 1 administrative and clinical support for the provider by:

Acting as primary contact point for 400+ active patients regarding all clinical needs including medication and symptom management, lab work, and outside referrals.

Managing administrative duties involving schedule building, follow ups, and day to day office duties, including problem solving and addressing patient complaints.

Working with pharmacies and insurance and pharmaceuticals companies, to assure coverage of medication for patients.

Contributing research to aid provider in assessing complex issues.

Mastered use of Dr Chrono EMR system, Cover My Meds and Doxy Telemedicine software. Gained experience with Microsoft Office programs such as Excel.

Office Administrator/Medical Assistant

Trusted by the Top Healthcare, Real Estate, and Finance Executives | Confidential Executive Recruitment | Pro Talent Solutions

As an Executive Recruiter at Pro Talent Solutions, I specialize in placing senior and executive-level professionals across key industries, including healthcare, real estate, and finance. My expertise spans a range of roles, from recruiting CFOs, Directors of Finance, and Directors of Billing/Revenue Cycle Management (RCM), to Financial Controllers, Data Analysts, Acquisitions Analysts, and other critical positions within the financial domain. Recent successful placements also include top talent in Operations (COO, Director of Operations), Marketing, and Sales, featuring roles such as property/asset managers, Chief Marketing Officers, and Directors of Sales.

At our boutique agency, we take pride in our unique approach grounded in the cultivation of meaningful relationships. We recognize that the right talent has the power to transform a company, and our commitment to personalized service ensures that we not only meet but exceed the expectations of both our clients and candidates. Pro Talent Solutions goes beyond being a mere recruitment agency; we are a dedicated partner in talent acquisition, committed to driving success for both businesses and professionals.

With an extensive network that connects us to world-class companies and top-tier candidates, we are well-equipped to navigate the dynamic landscape of executive recruitment. Join us on this journey of strategic placements, where expertise meets opportunity, and together, we build the foundations for lasting success.

Yaakov Weiner

NEW! 

Director of AP (Accounts Payable)
Five Towns NY
$120k - $180k

A fast-growing healthcare group is seeking a Director of AP to build and oversee high-volume AP and Treasury functions. The Director will develop AP infrastructure, implement software-driven workflows, and establish scalable, reliable processes and controls supporting a large multi-site healthcare network.

SNF industry experience and proficiency with Intaact and Stampli are required, along with strong communication skills, urgency, and proven leadership ability.

Excellent growth opportunity! This role will move quickly - don't miss it!

For more information and to apply, see the link in the comments below 👇

Executive Recruitment | Trusted by the Top Healthcare, Real Estate, and Finance Executives | Pro Talent Solutions (via Paravize TA LLC)

Chief Financial Officer
Lakewood, NJ
$300k - $400k + Upside

A fast-paced consumer product and marketing company in Lakewood, NJ, seeks an elite CFO to oversee accounting, optimize financial strategy, and drive business decisions. 

The role requires strong experience in financial leadership, analytics, contract negotiation, and strategic planning, with a preference for product-based experience.

For more information and to apply, see the link in the comments below 👇

Hiring - Healthcare/SNF Finance Roles!

Chief Financial Officer 
Westchester, NY/Long Island, NY
$300k - $400k

VP of Finance
Brooklyn, NY
$200k - $300k

Director of Finance
Lakewood, NJ
$175k - $300k

Accounting Manager
5 Towns, NY
$120k - $180k

Director of AP
5 Towns, NY
$120k - $180k

Financial Controller
North Jersey
$120k - $160k

Finance Supervisor/Controller
Lakewood, NJ
$120k - $150k

Senior Accountant
5 Towns, NY
$100k - $130k

Senior Accountant/Assistant Controller
North/Central Jersey - Hybrid Role!
$90k - $110k

Staff Accountant
$70k - $90k

Don't miss out on these great opportunities! Refer a friend and receive a referral bonus for successful placements!

You can reach out to me via DM or the email in the comments below 👇

New Role!

Accounting Manager
5 Towns, NY
$120k - $180k DOE

This role is for you if you:

👉 Love building structure, systems, and process
👉 Have next-level drive, ambition, and grit
👉 Thrive in fast-moving, ambiguous environments
👉 Bring strong SNF/ALF accounting experience
👉 Have solid Sage Intacct experience
👉 Have people management skills and enjoy leading teams
👉 Can be on-site in the Five Towns 4-5 days per week

This is a great opportunity to get in early to a rapidly scaling, startup-style organization - don’t miss out!

Full JD coming soon. For more info, DM me or email using the contact in the comments below 👇

Recruiters are a great tool.

But we can’t be your savior.

Yes, there are executives who genuinely need recruiters - confidential searches, sensitive roles, and opportunities that never hit the public market.

But most people aren’t in that category.

We can help open doors - if you’re a strong fit for our clients and the roles we’re working on.

But if things aren’t moving, that’s usually the point where you need to take ownership of your search.

Go out and hunt.
Look out for yourself.

Connect with people on LinkedIn.

Reach out directly to companies you want to work for.

Call your friends - especially the ones in your industry - and let them know you’re open to opportunities.
(This might be the most effective step of all.)

Recruiters can absolutely be a valuable part of your strategy…

…but your search can’t stop with us (don’t get me wrong - starting with us is still the smart move 🙂).

Real Estate Underwriter/Analyst
North Jersey or 5 Towns
$100k – $175k DOE

A growing real estate investment firm is hiring a Real Estate Analyst to own financial modeling, underwriting support, and creation of polished investment materials for lenders and capital partners.

Ideal for candidates with 3-5 years of experience (REQUIRED) in:
 • Investment banking (especially real estate or strong modeling groups)
 • Real estate private equity, acquisitions, or asset management
 • Real estate lending or credit analysis
 • Big 4 / top-tier valuation or transaction advisory groups
 • Financial analysts with heavy Excel modeling and real estate exposure

We’re also open to a more senior analyst who can actively contribute to investment strategy and decision-making — compensation at the top of the range is reserved for someone operating at that level.

What you’ll do:
 👉 Build advanced Excel models + detailed pro formas
 👉 Create clean, investor-ready presentations that communicate the value clearly
 👉 Support underwriting, valuations, and market analysis on active deals

For more information and to apply, see the link in the comments below 👇

Financial Controller
North Jersey
$130k - $160k

A growing company is seeking a Controller to oversee and optimize accounting and financial operations, cash flow, and reporting, while supporting strategic decision-making.

🔷 Take full ownership of financial operations and ensure smooth day-to-day execution
🔷 Maintain strong banking relationships and manage cash flow
🔷 Oversee A/P, A/R, payroll, and general bookkeeping
🔷 Prepare and review financial reports and forecasts for leadership
🔷 Partner with external accountants to support tax preparation and compliance
🔷 Optimize accounting systems and processes, including QuickBooks and reporting tools
🔷 4+ years of progressive accounting experience in dynamic, high-growth environments required

Exceptional opportunity with significant growth potential!

For more information, and to apply, see the link in the comments below 👇

Director of Risk Management
NJ / Remote

A large, multi-state healthcare organization is seeking a Director of Risk Management to guide enterprise-level GL/PL strategy, build advanced claims analytics, and partner across legal and operations on high-impact liability matters. 

This is a significant leadership role with broad visibility across the organization. Ideal for someone with strong insurance, claims, or risk experience who’s ready for a bigger platform.

What you’ll lead:
👉 Shaping and directing the organization’s GL/PL insurance strategy, including evaluation of limits, deductibles, and long-term risk financing approaches
👉 Building a claims analytics engine that highlights trends, flags emerging risks, and informs executive decision-making
👉 Partnering with operations to translate insights into stronger processes, preventive actions, and organization-wide improvements
👉 Developing and enforcing documentation and incident-reporting policies to assure complete, reliable information for future legal needs
👉 Working closely with legal to oversee general and professional liability matters from start to resolution

If you’re looking for a high-impact role within a large, complex organization - with room to build, influence, and lead - reach out to me via DM or the email in the comments below 👇

A. Shleifstein & Co. CPAs

Partner

Lubin & Associates

Tax Consultant

Roth and Company LLP

Senior Tax Associate

Schwartz, Lubin & Co. CPA

Tax Associate

CPA for Growing Businesses & Individuals | Ask me how we can handle ALL of your accounting needs

Let's be honest: Taxes stink, and the Tax Code is utterly confusing. You're trying to run a successful business, and you don't have the time or energy to focus on taxes. Even if you did, you still wouldn't want to do it.

That's where we come in. We take the burden off of your shoulders. Our services include entity formation, bookkeeping, tax planning and saving strategies, business and personal tax return preparation, and so much more. We have your back when it comes to Uncle Sam. You keep doing your thing, while we deal with all of the tax-related headaches.

Our initial consultation is absolutely free, so if you're unsure about anything, you have nothing to lose. Reach out today!

Aaron Shleifstein, CPA

"As long as my CPA signs off on it, I'm in the clear."

No, you're not.

Many people believe that once their tax preparer signs their tax returns, the responsibility for those tax returns shifts to their accountant.

That's usually incorrect.

The IRS says that the taxpayer (and not the tax preparer) is legally responsible for the tax returns.

Yes, this means even if the CPA made a mistake, you will still be on the hook for any taxes + penalties/interest.

It's possible you may be able to sue the accountant for damages, but the IRS still generally holds the taxpayer directly responsible to them.

(The IRS may also discipline the tax preparer in certain situations.)

It may not be fair, but those are the rules.

My point?

Two-fold:

1) Be selective when choosing a tax preparer.

2) Make sure to review your tax returns.

You don't want to find out the hard way.

Need assistance with your taxes? I can help | CPA for Growing Businesses & Individuals

People are sometimes curious what tax accountants do when we're not preparing tax returns.

Well, here's one example:

I have a client who recently relocated to a new home to be near their children.

Their new home is, well, not so new.

They need approximately $100K for renovations, and they want to withdraw that $100K from a (traditional) retirement account in early 2026.

After speaking with them, I advised them to withdraw half of the money in 2025 and the remaining half in 2026.

Why?

There were a few factors in play here, but mainly because they would be keeping their overall taxable income in lower brackets for 2025 and 2026 rather than being in a higher bracket for 2026.

This strategy would cause them to pay a lower percentage of tax on the entire $100K distribution.

Secondly, for Medicare purposes, adding the $100K to any one year would likely result in a Medicare surcharge, known as IRMAA.

Splitting it between two years would spare them from this surcharge.

Not sure if the average person finds this more or less interesting than preparing tax returns, but it's these kinds of "what-if" scenarios that help keep us busy during the year.

The most effective way I have found to use AI is by turning one model against another.

For example, I will pose the exact same question to Gemini and ChatGPT.

Once they each give their (usually different) answers, I'll give Gemini's answer to ChatGPT and ask it to critique it, and I'll do the reverse.

What ensues is an AI war.

I recently got this gem from Gemini in response to an answer that ChatGPT gave regarding a complex prepaid expense question: 

"This is a classic case where AI (ChatGPT) got 'too smart for its own good' by applying a general rule while missing the specific exception that governs this exact situation."

Aside from the entertainment factor, this also introduces nuances in the tax code and other areas that can be quite helpful.

This back and forth catches important items that a single model might miss.

At this stage of the AI game, it simply is not reliable enough.

But two "minds" are better than one.

One of the hardest parts of owning my own firm is the responsibility.

Ultimately, everything rests on my shoulders.

I can live with the fact that maybe I'm not the greatest salesman (I hate sales!) and won't get every potential client that comes my way.

I don't mind the extra long hours during the busy seasons, although it can get kind of stressful.

But knowing that a client is relying on me and that a potential error can make a big monetary difference?

That is a burden I take very seriously.

Every time before I efile a client's tax return, I stop for a second and feel the weight of that responsibility.

With that being said, the benefits of having your own firm far outweigh the challenges, in my opinion.

If you own your own business, it's perfectly OK for you to wait to pay your taxes until April 15th, right?

Na.

Not cool.

If you have a business or are earning income where taxes are not being withheld/submitted to the government, you can't just wait until April and hope for the best.

I'm talking to you, Ms. Freelancer, and to you Mr. Crypto Maven.

The IRS expects you to pay as you go through quarterly estimated payments.

If you miss these payments, you will possibly be hit with underpayment of estimated tax penalties (if you do not hit the safe harbor rule).

Unfortunately, I see these IRS notices each year, and trust me, they can be costly.

The IRS has a point.

People that are on salary from their employer have taxes withheld from each paycheck, so everyone is held to that standard.

My advice to such clients is they should be viewing their taxes as a quarterly issue, not just an April concern.

$10,000/week for life or a $10 million lump sum - which would you choose?

Yesterday, there was chatter on a number of chats I am on regarding someone that recently won a NY lottery scratch-off prize.

This got me thinking: Which of these prize options makes more sense?

1) Option A - $10K/week for life ($520K/year before taxes)

- Assuming the winner lives in NYC, the taxes on this could realistically be in the 40-43% range, leaving them with approximately $300K net per year.

- The NY Lottery guarantees to pay out at least $10 million (before taxes), which means even if a person dies, the $10K payments will continue for a total of approximately 20 years. 20 years = roughly $6 million after tax.

- If the person is relatively young and healthy and lives another 50 years, this could amount to $15 million after-tax dollars!

2) Option B - $10 million lump sum

- First things first, they're not giving you $10 million. "$10 million" means the present value of $10 million paid out over 20 years. (A dollar today is worth more than a dollar tomorrow.) So, even before taxes, the lump sum payment is more likely approximately $6.25 million.

- Assuming the same facts as earlier, the taxes on this one lump sum payment could realistically be in the 50% range, resulting in a lump sum of about $3.1 million after-tax dollars.

So, what makes more sense?

Would you rather have $3.1 million dollars today, or $10K/weekly guaranteed for 20 years, maybe 50 years? 

Before you answer, there's an important point to recognize: If you take the $3.1 million lump sum and invest it, say at a 6% return on your investment, the $3.1 million will grow to almost $10 million in twenty years, significantly more than the $6 million total from weekly payouts (which also can be invested, but in a staggered manner).

Would you choose the annuity or the lump sum?

I think most people would be satisfied with either 😉.

Did I miss anything?

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Aaron Shleifstein, CPA

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The Battle

Yaakov Weiner

Aaron Shleifstein, CPA

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Engagements

Likes

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