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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

We are looking for a dependable and detail-oriented Accounts Payable Specialist with experience in SAP to manage end-to-end AP processes, with a strong focus on vendor and customer communication. This role plays a critical part in ensuring smooth payables operations, timely payments, and maintaining trusted relationships with both external and internal stakeholders. Job Responsibilities: 1. Accounts Payable & Vendor Management • Review, verify (PO/GRN), and process PO and Non-PO vendor invoices daily., • Manage new account set-ups, W9 requests, credit applications, and sales tax exemptions., • Execute vendor payments (Checks/ACH/Wire) and perform ledger reconciliations., • Process utility payments, track expenses, and schedule tenant lease payments. 1. Expense, Payroll & Cash Management • Monitor, code, and log corporate credit card and employee expense reports in SAP., • Process biweekly payroll expenses in SAP and resolve discrepancies with ADP., • Handle bank check deposits and coordinate directly with bankers to resolve transaction issues. 1. Compliance & Financial Reporting • Prepare data for quarterly Sales & Use Tax filings and review expired inventory write-offs., • Facilitate annual Statutory Audits and gather data for asset verifications., • Generate weekly/fortnightly management reports (GL analysis, A/P Ageing, and Trackers). Job Requirements: • Bachelor’s degree in accounting, Finance, or related discipline., • 3 - 6 years of experience in Accounts Payable, preferably in a fast-paced, high-volume environment., • Hands-on experience with SAP (S/4HANA or ECC) is an added advantage., • Strong communication and interpersonal skills with experience interacting with external vendors and internal customers., • Proficiency in Excel (VLOOKUP, Pivot Tables) and familiarity with AP tools like Concur, etc., • Ability to work independently, manage multiple priorities, and meet deadlines., • Strong attention to detail and problem-solving skills. Additional Notes: • Candidates must be authorized to work in the US without employer sponsorship., • Third-party brokers and professional recruiting companies are not being considered at this time. This job description is not all-inclusive. It acts as a guideline and is subject to change over time. Additional duties may be assigned based on business needs. We are an Equal Opportunity Employer / Affirmative Action / Minorities / Women / Veterans/ Disabled / LGBT

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

The ideal candidate will have substantial exposure to monthly closing processes, forecasting and budgeting, and customer billing. They will be organized and approach each issue with an analytical mindset. Responsibilities • Ensure business transactions are reported in accordance with generally accepted accounting principles, • Work closely with team members to assist with the month-end close, • Assist with the annual audit process including the draft of the financial statements and related notes, • Research and analyze expense variances for company management Qualifications • 5+ years' of professional accounting experience, • Bachelor's degree in Accounting, Finance, or Economics or equivalent experience

AP Accountant will be responsible for ensuring the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts to the general ledger. Assist in maintaining financial records and ensuring that financial transactions are properly recorded. This position will provide a great opportunity for growth and hands-on experience at a rapidly growing multi-state company. Responsibilities: • Own the full AP cycle for standard corporate OpEx., • Perform high volume daily AP payments; validate payment information and reconcile payments to ledger and internal operating tools., • Handle high-volume accounting tasks with ease, demonstrating your ability to excel under pressure without compromising accuracy or attention to detail., • Work collaboratively within our cohesive team, sharing knowledge and ideas while also being able to take initiative and work independently on specific projects., • Embrace an "all-hands-on-deck" mentality, assisting in various accounting functions as needed to keep things running smoothly., • Verify and code invoices to the correct GL accounts and cost centers, • Maintain organized, audit-ready documentation for all payables transactions Assist with month-end close by preparing AP accruals and account reconciliations Ensure proper approval workflows are followed prior to payment release Prepare and submit weekly/monthly reports and reconciliations., • Assist accountants in the preparation of monthly/yearly closings · Assist with assembling information for external auditors for the annual audit · Assist with maintaining the annual budget and identify variances., • Act as a key resource for the team, i.e., independently seek out answers to questions, take initiative, leverage network of resources to solve problems., • Be available from time to time to handle after hours time sensitive tasks. Qualifications: • The candidate should have an associate or bachelor's degree in accounting or business administration, or equivalent business experience, as well as knowledge of bookkeeping and Generally Accepted Accounting Principles., • Proven experience in similar position. Minimum 3+ years of experience, • Preference for knowledge of Workday Financials, but will consider any industry standard accounting system, • Previous exposure to a high-volume accounting environment, ideally in aviation or related industries, is highly desirable., • Ability to thrive under pressure, meet tight deadlines, and maintain accuracy in a fast-paced environment., • Strong team player with excellent communication skills, ready to collaborate with colleagues across various departments., • Proficiency in MS Office, • Willingness to improve processes and work with automation tools, AI, and our internal engineering team to do so, • High degree of accuracy and attention to detail Perks and Benefits: • Paid Vacation: We believe in the importance of work-life balance, and that's why we offer generous paid vacation time so you can recharge and return refreshed., • 401k Match: Secure your financial future with our 401k match program, ensuring your hard work pays off in the long run., • Employer Contribution Towards Medical: Your well-being matters to us. We offer a competitive medical benefits package to keep you in top shape., • Exciting Team Activities: Beyond the numbers, we enjoy fostering camaraderie through team-building events and activities that add some fun to the mix. Discretionary year-end bonus based on performance: We acknowledge and celebrate hard work.

Seventy2 Capital, a fast-growing wealth management practice Headquartered in Bethesda, MD, is committed to working with our clients to identify their financial goals and develop a comprehensive, financial strategy that can turn those expectations into reality. We endeavor to build the highest level of trust with our clients by providing exemplary service, and serving as a reliable partner to build, preserve and grow their financial legacy. We are seeking to hire an experienced Client Service professional for our Metropark office. This is a unique opportunity for someone looking to work in a fast-paced, energetic environment and grow their skills and experience by learning from an accomplished, entrepreneurial executive and leader. Desired characteristics of this person include high energy, driven, detail oriented and personable. This person will be work with the Financial Advisors on a daily basis and is expected to handle a variety of tasks at any given time with discretion and a high level of professionalism. This position offers opportunity for advancement to other areas within the practice, including but not limited to, establishing a career as a licensed Financial Advisor. The company culture is outstanding, in that it is forward-thinking, entrepreneurial, thoughtful, and positive. Responsibilities include, but are not limited to: • Account Servicing such as processing withdrawals, beneficiary updates, address changes, etc., • Prepare required paperwork and facilitate client account opening., • Administrative Responsibilities including answering client calls, mailings, and system updates., • Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)., • Leverage various communication channels to keep in touch with clients (e.g., send out birthday and milestone gifts/cards, e-mail research newsletters)., • Building relationships with our client base by consistently providing the highest level of customer service., • Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable., • Work to continually refine presentation materials to improve client experience., • Provide back up to other CSAs with phone, paperwork etc. as needed, • Track anticipated checks and money movement arriving via mail, • Make travel arrangements including booking flights, cars, and hotel or restaurant reservations., • Prepare for & greets clients for meetings in the office., • Prioritize tasks by importance/level of urgency., • Exhibit polite and professional communication via phone, e-mail, and written., • Ability to be flexible and respond to changes in direction or focus of tasks at hand., • Contribute to team results by accomplishing related results as needed. Education and Experience: • Bachelor’s degree or equivalent experience., • Excellent verbal and written communication skills., • Dedicated work ethic and strong organizational abilities., • Able to work independently with minimal supervision, prioritize projects and requests, and sustain a high level of attention to detail., • Preferred 2+ years of experience supporting a Registered Investment Advisor or financial services firm., • Working knowledge of money movements, ACH and wire transfers., • Series SIE, 7 & 63 licenses preferred or ability to obtain Series SIE, 7 & 63 in the future., • Valid driver’s license Work Hours & Benefits 40 hours per week. Competitive compensation with strong benefits package and 401(k) match. Approval Number: PM-07062027-8692288.1.1

Elevate LLC | Partner Firm Opportunity Location: Clark, New Jersey (Hybrid) About Elevate Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture. A partner firm of Elevate located in Clark, New Jersey is seeking an experienced Tax Manager/Director with a focus on individual and business entity returns. This role will work alongside the Tax Partner to lead and grow the practice. This is a high-impact leadership role offering the opportunity to shape the future of the firm’s tax strategy, client service, and team development. The ideal candidate has a generalist tax background and is comfortable with tax consulting work in addition to compliance. Key Responsibilities • Lead and expand the individual and pass-through tax practice, with responsibility for growth, client service, and team leadership., • Deliver high-quality tax advisory and compliance services to high-net-worth individuals, family offices, founders, executives, and pass-through entities (partnerships, S-Corps, LLCs)., • Review complex individual returns (Form 1040), including equity compensation (RSUs, ISOs, NSOs), multi-state filings, and K-1 reporting for founders and investors., • Oversee preparation and review of pass-through entity returns (Forms 1065/1120S), partner/shareholder allocations, and capital account maintenance., • Advise real estate, professional services, and high-net-worth clients on R&D tax credits, §174 capitalization, equity compensation planning, and pre-IPO/exit tax planning for founders and key employees., • Respond to client inquiries on compliance matters including individual income tax, pass-through entity tax, state residency/nexus issues, and equity compensation tax treatment., • Develop budgets and pricing, select staff, assign workloads, and prepare management reports., • Drive practice growth through expansion of services to existing clients and proactive business development., • Serve as a trusted advisor to individuals and closely held businesses on complex tax issues, wealth transfer, and exit planning., • Recruit, mentor, and inspire a high-performing tax team, fostering a collaborative, growth-focused culture., • Collaborate with Elevate’s leadership team and shared services to leverage technology, innovation, and best practices across the platform. Qualifications • Active CPA license required., • 10+ years of progressive experience in individual and pass-through entity taxation., • Demonstrated expertise in pass-through entity compliance (1065/1120S) and complex individual returns for high-net-worth clients., • Experience serving real estate, professional services, and high-net-worth clients., • Strong client relationship skills. Compensation & Benefits Compensation for this role is based on experience and is aligned with market rates. We value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: • Medical, Dental, and Vision plans, • 401(k) plan, • Generous Paid Time Off (PTO), • Paid Firm Holidays, • Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

Financial Advisor Prudential Financial Edison, New Jersey About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Basking Ridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. About the Role The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendations Responsibilities Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Life-long student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent Required Skills The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Preferred Skills Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Pay range and compensation package Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Howard Diamond Howard.diamond@prudential.com

Entry-Level Life Insurance Agent | Remote | PT or FT Opportunity Full Training | Mentorship | Licensing Assistance Available Candidates Must Reside in the U.S. About the Company The Gibbons Group is committed to helping individuals and families protect what matters most through simplified issue life insurance solutions that include valuable living benefits. Our mission is to make life insurance simple, accessible, and meaningful while providing motivated individuals with the training, mentorship, and support needed to build a successful career. Position Overview Are you looking for an opportunity where you can build a meaningful career while helping individuals and families protect their financial future? The Gibbons Group is seeking motivated individuals who are interested in starting a career in the life insurance industry. As an Entry-Level Life Insurance Agent, you will learn how to connect with clients, understand their needs, and provide guidance on insurance solutions designed to help protect what matters most. This opportunity is ideal for individuals who are driven, coachable, and ready to develop new skills in a supportive, performance-based environment. No prior insurance experience is required. We provide licensing assistance, training, mentorship, and ongoing support to help you build the foundation needed for long-term success. Key Responsibilities • Connect with prospective clients to learn about their needs and discuss life insurance solutions., • Build strong client relationships by providing professional guidance and support throughout the process., • Learn and apply company systems, processes, and product knowledge through training and mentorship., • Educate clients on available coverage options and help them understand solutions that may fit their goals., • Conduct client conversations and presentations in a professional and consultative manner., • Follow up with prospective clients and maintain consistent communication., • Develop sales, communication, and relationship-building skills while growing within the life insurance industry., • Participate in ongoing training, coaching, and professional development opportunities., • Maintain compliance with company policies, ethical standards, and applicable insurance guidelines. Qualifications • No previous insurance experience required; training and licensing assistance are available for qualified candidates., • Strong communication and interpersonal skills with the ability to build trust and connect with others., • Self-motivated with a willingness to learn and develop new professional skills., • Positive attitude with a strong work ethic and commitment to personal growth., • Ability to work independently while following company training, systems, and processes., • Comfortable communicating with clients through phone, email, and virtual platforms., • Interest in helping individuals and families protect their financial future., • Must be willing and able to obtain a life insurance license. What We Offer • Licensing assistance and guidance to help you begin your career in the life insurance industry., • Comprehensive training and ongoing mentorship to develop your product knowledge, communication skills, and sales abilities., • A supportive team environment focused on learning, growth, and professional development., • Flexible remote work environment with the ability to manage your schedule., • Performance-based compensation with uncapped earning potential., • Daily pay opportunities based on production., • Opportunities for advancement and continued growth within the organization. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Income is based on your activity, dedication, and success., • This opportunity provides the ability to build valuable sales and client relationship skills while developing a career in the life insurance industry. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our team, and approach our work every day. • Integrity: We believe in doing the right thing and maintaining honesty, professionalism, and ethical standards in everything we do., • Growth: We are committed to continuous learning, personal development, and helping our team members improve their skills., • Teamwork: We believe collaboration, encouragement, and support are essential to building a successful organization., • Commitment: We are dedicated to helping families protect their financial futures while supporting our team members in reaching their goals., • Excellence: We strive to provide exceptional service, maintain professionalism, and create a positive experience for every client and team member. Why Join The Gibbons Group? At The Gibbons Group, we believe that the right training, support, and dedication can help individuals build meaningful careers while making a positive impact on the lives of others. We provide the tools, guidance, and mentorship needed to help motivated individuals develop their skills, grow professionally, and build a successful future in the life insurance industry. If you are ready to learn, grow, and take the next step toward a rewarding career helping families protect what matters most, we would love the opportunity to connect with you.

Remote Sales Agent | PT or FT | Licensing Assistance Included Performance-Based | Daily Pay | Career Growth Opportunity Candidates Must Reside in the U.S. About the Company The Gibbons Group is dedicated to helping individuals and families protect what matters most through simplified issue life insurance solutions with valuable living benefits. We believe success starts with opportunity. Whether you're beginning a new career or looking for a flexible way to build your future, we provide the training, support, and resources to help motivated individuals develop professionally while making a meaningful impact in the lives of others. Position Overview We are seeking motivated individuals to join our team as Remote Sales Agents. This opportunity is ideal for those looking to start or grow a rewarding career in the life insurance industry while enjoying the flexibility of working remotely on a part-time or full-time basis. As a Remote Sales Agent, you will educate clients on life insurance solutions, help them choose coverage that fits their needs, and build lasting relationships through professional service. No prior insurance experience is required—we provide licensing assistance, comprehensive training, and ongoing mentorship to help you succeed. If you are driven, coachable, and excited to build a career with unlimited earning potential, this opportunity offers the tools, support, and flexibility to help you reach your goals. Key Responsibilities • Connect with individuals and families to understand their financial protection needs., • Educate clients on life insurance products, including simplified issue coverage with valuable living benefits., • Build strong, lasting client relationships through professional communication and exceptional service., • Guide clients through the application process while providing support and answering questions., • Follow up with prospective and existing clients to ensure a positive customer experience., • Participate in training, coaching, and professional development to build product knowledge and sales skills., • Utilize company-provided tools, systems, and resources to effectively manage daily activities., • Maintain professionalism while working independently in a remote environment., • Continuously develop your skills and contribute to personal and team success. Qualifications • Previous sales, customer service, or relationship-building experience is helpful but not required., • No prior insurance experience is necessary—licensing assistance, training, and ongoing support are provided., • Strong communication and interpersonal skills with a passion for helping others., • Self-motivated, coachable, and eager to learn in a performance-based environment., • Ability to work independently while effectively managing your time in a remote setting., • Positive attitude with a commitment to personal and professional growth., • Comfortable using technology and virtual communication tools. What We Offer • Licensing assistance to help you start your career in the life insurance industry., • Comprehensive training, mentorship, and ongoing professional development., • Flexible remote work with part-time or full-time opportunities., • Competitive commission structure with uncapped earning potential., • Performance-based incentives and opportunities for career advancement., • Access to industry-leading tools, systems, and resources designed to support your success., • A collaborative, team-oriented culture focused on growth, integrity, and helping others succeed. Compensation & Business Structure This is a 1099 Independent Contractor opportunity. • Compensation is 100% commission-based with uncapped earning potential., • Performance-based incentives are available based on individual production and results., • Whether you choose to work part-time or full-time, your income is directly tied to your effort, commitment, and personal goals., • Agents have the opportunity to build a rewarding career while enjoying the flexibility of managing their own schedule., • This opportunity offers the independence of self-employment with the support, training, and resources of an established organization. Our Core Values At The Gibbons Group, our core values guide how we serve our clients, support our agents, and build meaningful relationships. • Integrity: We believe in honesty, transparency, and always doing what is right for our clients, agents, and partners., • Growth: We are committed to continuous learning, personal development, and helping individuals reach their full potential., • Service: We are passionate about helping families find solutions that protect their financial future., • Respect: We value every individual and believe in creating an environment where people feel supported and appreciated., • Partnership: We believe success is built through teamwork, collaboration, and supporting one another. Why Join The Gibbons Group? At The Gibbons Group, we believe the right opportunity can create lasting personal and professional growth. We are committed to providing motivated individuals with the training, support, and resources needed to build a successful career in the life insurance industry. Whether you are looking for a new career path, a flexible opportunity, or the ability to grow professionally, this role provides the tools and guidance to help you move forward. If you are driven, coachable, and ready to take the next step toward a rewarding career while helping families protect their financial future, we would love the opportunity to connect with you.

Overview Assistant Manager role offering above market compensation working for a top rated company. Ideal for a Big 4/top regional or public/private professional with 4.5+ years of experience. For more opportunities from KNM Resources, please visit _ Responsibilities • Accounting and Finance leadership role providing a rotation across multiple verticals, including SEC/Financial Reporting, Technical Accounting, Financial Analysis, and Corporate Accounting., • Lead accounting and finance projects including IPO readiness, mergers and acquisition, carve-outs, and restructuring., • Able to pivot across a diversified mix of industries, • Leverage leading ERP systems to provide value add expertise on critical projects, • Develop relationships with internal and external teams, including C suite executives Qualifications • Bachelor's degree in Accounting or Finance., • CPA certification or progress toward obtaining a CPA preferred., • 4.5+ years / 5+ busy seasons of public accounting experience with a base of publicly traded clients or public/private experience in a publicly traded company environment., • Strong understanding of US GAAP, financial reporting, and internal controls., • Excellent communication and interpersonal skills, • Advanced Microsoft Excel skills are preferred.

Regional Vice President / Producing Manager We’re looking for a high-performing Loan Officer who is ready to step into leadership—without giving up production. This is not a traditional management role. You won’t be buried in operations, fixing problems, or managing day-to-day workflows. Instead, this role is designed for a proven producer who wants to scale their impact by leading a team while staying focused on what they do best: originating and driving business. What This Role Offers • The ability to build and lead a team without operational drag, • Dedicated operational infrastructure to support your business and your team, • A focus on sales leadership, mentorship, and growth, • The opportunity to scale beyond your personal production, • Top-tier P&L upside tied to team performance Your Focus • Continue producing at a high level, • Lead from the front through production and example, • Provide mentorship and group coaching (a few hours per week), • Help recruit and develop talent on the sales side, • Drive culture, accountability, and performance What You Won’t Be Doing • Managing day-to-day operations, • Cleaning up processing or fulfillment issues, • Wondering why you gave up volume to herd cats Who This Is For • A top producing LO or player-coach, • Someone who wants to grow into leadership without sacrificing income, • A builder who wants to create something bigger than their own book of business, • A leader who prefers influencing performance over managing tasks Why This Role Exists Most leadership paths force top producers to choose between income and influence. This model is built so you don’t have to. You can scale a team, expand your impact, and still maintain your production—with the right structure behind you. If you’ve been thinking about leadership but don’t want to lose momentum in your own business, this is worth a conversation. What you’ll gain by joining PRMI: A 28-year-old, multi-billion-dollar production engine with superior access to capital markets. One of the industry’s deepest product benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition for recruiting and keeping top-producing mortgage talent. Top-tier compensation driven by your divisional P&L revenue, and an extensive employee-benefits palette. Outstanding performance is regularly recognized, including significant awards-travel. What we’re looking for in a leader: • Approximately 5 years of successful experience in retail mortgage origination, to include Principal lending management roles. Less experience may be considered given past achievements., • You must have extensive experience managing and maintaining a network of referral partners to be considered for this position., • Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies., • Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel., • Knowledgeable of, and committed to, QC compliance., • Ability to effectively and professionally handle difficult situations that may arise when working with branches/ division., • Excellent presentation and communication skills, both verbal and written., • Leadership skills evolving from a passion for sales accomplishment, team development, training, and practice growth., • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk! Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Bonus pay, • Commission pay Experience: • Mortgage Origination: 5 years (Required) License/Certification: • Mortgage Loan Originator License (Required), • Mortgage Principal Lending License (Required) Work Location: In person Job Type: Full-time

Purpose of the Position The Team Leader, Commercial Lending is responsible for leading a team of Commercial Relationship Managers while driving commercial banking growth throughout Central New Jersey. This individual serves as both a player and coach, providing leadership, mentoring, and strategic direction to lenders while maintaining an active commercial portfolio and developing new business opportunities. The Team Leader partners closely with Credit, Treasury Management, Retail Banking, and other internal stakeholders to deliver comprehensive banking solutions, deepen client relationships, and expand regional banks presence within the market. The role is accountable for team performance, portfolio quality, business development efforts, and adherence to Bank policies and regulatory requirements. Key Responsibilities Leadership & Team Development • Lead, coach, and develop a team of Commercial Relationship Managers to achieve production, portfolio growth, and credit quality objectives., • Provide ongoing guidance regarding commercial lending practices, underwriting standards, credit structuring, and relationship management strategies., • Assist lenders with complex transactions, credit presentations, business development opportunities, and problem loan resolution., • Foster a high-performance, collaborative culture focused on client service, accountability, and professional development., • Participate in recruitment, onboarding, training, performance management, and succession planning for team members., • Exercise managerial authority including performance evaluations, coaching, development planning, and compensation recommendations. Business Development & Market Growth • Drive commercial banking growth throughout Central New Jersey by identifying new market opportunities and developing strategic referral networks., • Maintain an active calling program targeting middle-market companies, commercial real estate investors, business owners, and professional centers of influence., • Develop new commercial relationships while expanding existing client relationships through consultative conversations and needs-based solutions., • Partner with Retail Banking, Treasury Management, Wealth Management, and other business lines to deliver comprehensive banking solutions and generate referrals., • Represent Confidential within the business community through networking events, industry associations, civic organizations, and community involvement initiatives., • Provide leadership and direction to the team's business development activities, ensuring consistent market coverage and pipeline management. Portfolio Management & Credit Administration • Manage a portfolio of commercial clients and maintain responsibility for portfolio growth, asset quality, deposit growth, and profitability objectives., • Review and evaluate commercial credit requests, financial statements, cash flow analyses, collateral structures, and risk assessments., • Ensure lending activities are consistent with Bank credit policy, risk appetite, and regulatory requirements., • Monitor portfolio performance, identifying potential risks and recommending corrective actions when necessary., • Work collaboratively with Credit Administration to structure transactions that appropriately balance client needs and risk management objectives., • Support lenders in underwriting, loan presentations, annual reviews, renewals, and portfolio monitoring activities. Compliance & Risk Management • Maintain current knowledge of commercial lending regulations, credit policy, and industry trends., • Ensure all lending activities comply with applicable laws, regulations, and internal policies., • Promote sound risk management practices and strong credit discipline across the team. The Candidate Experience and Professional Qualifications Required Qualifications: • Bachelor’s degree in finance, Accounting, Economics or Business-related field., • Minimum 10-12+ years of commercial lending experience with demonstrated success in business development, portfolio management, and credit analysis., • Minimum 3 years of leadership, supervisory, or team mentoring experience within commercial banking., • Demonstrated ability to develop new business relationships and grow market share., • Strong understanding of credit underwriting, financial statement analysis, loan structuring, and portfolio management., • Excellent sales, relationship management, negotiation, and networking skills., • Strong verbal and written communication skills with the ability to effectively interact with clients, prospects, senior management, and business partners., • Proficiency with commercial banking technology platforms and Microsoft Office applications., • Ability to manage multiple priorities in a fast-paced environment while maintaining strong attention to detail. Preferred Qualifications: • Established commercial banking network within South and/or Central New Jersey., • Experience leading lenders in a growth-oriented commercial banking environment.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – SOC Analyst, • Department – IT Security, • Corporate level – Assistant Vice President, • Report to – Vice President, IT Security Analyst, • Location – Iselin, New Jersey. On site 2 days per week, • Expected full-time salary range between $135,000 - $160,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. Job purpose: The Cyber Security Analyst is responsible for providing technical security advice, guidance, design and operations in support of Security Operations with an emphasis on cloud based deployments. The role will require an understanding of relevant security threats, assessing effectiveness of current controls, identifying opportunities for improvement and delivering new and enhanced security controls. Security solutions will consider people, process and technology to deliver fully operationalized solutions with well-defined metrics that measure and ensure effectiveness on an ongoing basis. Additionally, effective and efficient operation and maintenance of technical IT Security controls is considerable. Essential Function / major duties and responsibilities of the job: Strategic • As part of the IT Security team, develop and implement CLS IT Strategy in consultation with the CLS IT teams, ensuring that all initiatives are mirrored in respective strategies including the overall CLS Strategy, • Provide security advice and support for information technology projects, • Research new security related products and services to ensure that CLS is equipped with appropriate industry best tools and solutions Operational • Operate and maintain IT Security controls related to SIEM, DLP, Vulnerability Management, Cyber Threat Intelligence, Endpoint Protection, etc with an emphasis on cloud deployments and implementations., • Conduct IT Security risk assessments for all high impact projects, defining security mitigating controls that impact the technology architecture of CLS, service providers, and business partners, • Support 24 x 7 Security Monitoring and Response on a 1/8 rotation, • Review and update IT Security procedures to reflect best practice and mitigate current and emerging threats, • Assigned ownership of IT Security Monitoring and Response related FRB and Internal Audit finding(s) and effective / timely resolution with IT Security, • Maintain relationships with all third-party IT security vendors and strategic partners Leadership • Individual contributor whilst also being a team enabler, • Execute IT Security Operations team’s vision and mission in alignment with the overall IT Security vision and mission, as well as with CLS’s strategic direction, • Through example and behavior, strive to provide peer leadership to other team members with the goal of being excellent service providers and enablers to other constituencies (both internal and external) Experience / essential and desired for successful job performance: • 1-2 years ‘hands-on’ IT Security analysis and engineering experience including securing systems, networks and infrastructure; operational support., • Interest in intrusion detection, malware analysis, forensics and/or incident response, particularly in cloud environments., • Monitor, tune and develop technical IT Security controls and frameworks to ensure appropriate preparation, monitoring and response to threats, • Ensure a risk-based approach to IT Security is adopted in every part of the business and solutions, • Work with members of the IT Security team to help design, implement and maintain security, • Prepare for, identify (hunt) and remediate cyber threats, • Operate and maintain IT Security controls related to SIEM, DLP, Vulnerability Management, Cyber Threat Intelligence, Endpoint Protection, etc., • Deliver IT Security projects from concept, approval, design, and implementation to operation, • Ability to collaborate effectively with others to drive forward key security objectives, • Strong documentation and report writing skills (to both technical and business audiences), • Excellent time management and organizational skills combined with technical IT Security acumen, • Familiarity of Firewalls, TCP/IP, IPS, DLP, proxies, SIEM, & Endpoint Protection software Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

🚀 Sales Professionals Wanted – No Capped Income | Warm Leads | 100% Remote Available If you're driven, coachable, and ready to take control of your income, this could be the opportunity you've been looking for. The financial services industry is experiencing unprecedented demand. Millions of families still need financial protection while thousands of experienced agents are retiring each year—creating a tremendous opportunity for motivated sales professionals. At The Bill Lampe Group Inc., we provide the training, mentorship, systems, and qualified leads so you can focus on what you do best: helping people and building a successful business. 🚀 Next Steps – Please Follow These Instructions Ready to learn more? Getting started is simple: 1. Visit our Careers Page Go to: https://billlampegroup.com/careers 1. Watch the Business Overview Video Once you're on the careers page, watch the Business Overview video. 1. Schedule Your Interview After watching the Business Overview video, use the scheduling option located directly below the video to schedule your interview. 👉 Start Here: https://billlampegroup.com/careers 🌐 Learn more about The Bill Lampe Group: https://billlampegroup.com/ What You'll Do • Meet with families who have requested information about life insurance., • Conduct professional needs-based consultations., • Recommend customized life insurance solutions that fit each client's goals., • Build lasting client relationships through exceptional service., • Manage your own schedule and grow your personal book of business., • Participate in ongoing training and leadership development. Why Join The Bill Lampe Group? • ✔️ Compliant leads available—spend more time selling and less time prospecting., • ✔️ Comprehensive training—no insurance experience required., • ✔️ Licensing assistance provided., • ✔️ Experienced mentors invested in your success., • ✔️ Flexible schedule with remote opportunities., • ✔️ Clear path to leadership and agency ownership., • ✔️ Performance-based compensation with no income ceiling. We're Looking For People Who... • Have sales experience (a plus, but not required)., • Communicate confidently and build trust quickly., • Are self-motivated and competitive., • Want to be rewarded based on performance., • Can work independently while following a proven system., • Are willing to obtain a life insurance license—we'll walk you through the process. Compensation This is a 100% commission-based opportunity designed for professionals who want to be paid based on results—not capped by a salary. • Industry-leading commission structure., • Monthly performance bonuses., • Renewal (residual) income on retained business., • Unlimited earning potential., • Income varies based on production and performance. We look forward to connecting with motivated professionals who are ready to take the next step! 100% Remote Options Available | Commission-Based | U.S. Applicants Only

Job Information: • Functional Title: Assistant Vice President, Compliance Monitoring and Testing, • Department: Compliance Risk Management, • Corporate Level: Assistant Vice President, • Reports To: Director, Compliance Monitoring and Testing, • Location: HXO, MPO, • Expected full-time salary range between $ 125K - 135K + variable compensation + 401(k) match + benefits The Compliance Monitoring & Testing team sits within the second line of defence in Compliance Risk Management. The Assistant Vice President (“AVP”) of Compliance Monitoring & Testing plays a critical role with the second line of defence and will provide leadership, expertise and structure to support the ongoing maturation of the Compliance Program and the continuous improvement to enhance the proactive oversight of compliance risk.. The AVP will be required to stay abreast of developments on regulatory requirements and best practices to ensure the monitoring and testing framework remains fit for purpose and that controls gaps are identified to ensure effective compliance risk management. What you will be doing: • Ability to write Compliance Testing reports clearly and concisely that require little to no oversight or rewrite, • Manages stakeholder engagement independently., • Ability to independently scope a review after reviewing related regulations, the related CRA as well as conversations with Advisory Compliance, • Takes initiative for next steps with limited instruction, • Has enough experience with Compliance Testing to propose solutions to make the team’s processes (and related documents like templates) more efficient, • Works independently (with limited direct authority) to assess and identify gaps and influence outcome, • Takes ownership and accountability for deliverable timelines and work quality, • Maintains relationships and networks and engage with senior stakeholders across the firm to advise on key areas of expertise that support the mitigation of compliance risk, • Adapts communication style to differing audiences to support and drive cross functional collaboration, • Has judgement-based decision making in areas of elevated compliance risk and adapt policies and procedures What we are looking for: • Minimum bachelor’s degree; Postgraduate degree (e.g., JD, MBA) or compliance / testing / audit certifications a plus, • 3-5 years’ experience of compliance testing / monitoring / auditing / risk management; Regulatory experience a plus, • Strong analytic capabilities; excellent communications skills to influence stakeholders, • Ability to work independently (with limited direct authority) to assess and identify gaps and influence outcomes, • Ability to take initiative for next steps with limited instruction, • Advanced proficiency in Microsoft Office (i.e., Word, Excel, PowerPoint) and SharePoint required. Familiarity with Governance, Risk & Compliance (GRC) tools (e.g., Archer) a plus, • Proficiency in regulatory requirements e.g. Prudential, BSA/AML, Privacy, • Knowledge of a Financial Market Utility regulatory environment, key legislative requirements and practical implications would be beneficial, • Experience in executing testing plans, • Familiarity with corporate compliance programs and standards relative to Federal Reserve SR 08-8 would be beneficial

Junior Loan Processor Cranford, NJ · Full-time, on-site · Mon–Fri, 9am–5pm About Unitas Unitas Funding is a direct lender for real estate investors nationwide, providing short-term financing for 1–4 family and multi-family acquisitions, ground-up construction, and development deals. The Role We are seeking a detail-oriented Junior Loan Processor to help move real estate investor loans from application through underwriting. You will serve as the key liaison between borrowers, brokers, and our underwriting team, keeping files organized and every loan on schedule. This is an entry-level position, and comprehensive training is provided. Responsibilities • File preparation: Collect and review borrower documentation, such as purchase contracts, bank statements, and rehab budgets, and prepare loan summaries for underwriting., • Pipeline management: Track timelines, clear conditions, and flag potential delays early., • Third-party coordination: Order and track appraisals, title, inspections, and credit reports, working with settlement companies and closers to keep everything aligned., • Communication: Serve as the main point of contact for brokers, borrowers, account executives, underwriters, and closers. Qualifications • Bachelor's degree, • Strong attention to detail and organizational skills, • Excellent written and verbal communication skills, • A dependable, service-oriented approach, • No prior loan processing experience required Compensation & Benefits • Salary range: $60,000 - $70,000, with annual bonus potential, • Healthcare, disability, and life insurance, • 401(k), • Comprehensive training and opportunities for professional growth Unitas Funding LLC is an equal opportunity employer. All qualified applicants are encouraged to apply regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

The Opportunity We are a founder-owned luxury transportation company, operating an asset-light model across multiple entities and states. We’re ready to add a Controller who brings deep technical accounting expertise, proven process optimization, and the drive to build infrastructure that supports the next stage of the company’s growth. You will report directly to the CFO and work closely with an established accounting team that knows the business well. We are looking for a technical accounting partner who can own the close, lead the audit relationship, and bring structured process where it’s needed. You’ll earn autonomy quickly here: the expectation is a structured ramp-up, then the freedom to run. What You’ll Own Financial Reporting & Close Management • Own the full monthly, quarterly, and annual close process; work with the existing accounting team to drive continuous improvement in close timelines and accuracy, • Prepare and present financial statements in accordance with US GAAP, with particular attention to revenue recognition across service types, multi-entity consolidation, and contractor/vendor accounting, • Build and maintain the company’s accounting policy documentation, working with the team to codify the institutional knowledge and practices, • Produce management reporting that gives the CFO and ownership clear, actionable insight — not just numbers, but narrative General Ledger & Internal Control • Maintain and improve the general ledger in Workday Financials; own the chart of accounts, intercompany entries, and elimination processes across multiple entities, • Assess the current state of internal controls and develop a practical, right-sized control framework — one that protects the company without creating bureaucracy that slows a fast-moving business, • Identify and implement process improvements that reduce manual work, • Serve as the primary day-to-day contact for external auditors; manage the audit timeline, prepare schedules, and resolve questions efficiently, • Coordinate with outside tax advisors on federal and multi-state filings, ensuring the accounting team provides clean, timely data; flag tax-relevant transactions proactively, • Prepare support for the founder’s related entities, working with external advisors as needed, • Lead a team of 1–3 accounting professionals; set clear expectations, develop skills, and build on the team’s existing strengths to handle growth without simply adding headcount, • Foster a culture of accuracy, curiosity, and continuous improvement. Technology & Process Modernization, • Serve as the functional owner of Workday Financials from an accounting perspective; partner with IT and operations to optimize configuration, reporting, and integrations, • Evaluate and recommend tools that complement Workday — whether for expense management, AP automation, close management, or analytics — with a bias toward reducing repetitive work so the team can focus on judgment and analysis Who You Are Required • CPA license (active), • 5+ years of progressive accounting experience, with a meaningful portion in external audit and subsequent experience in a corporate/industry Controller or senior accounting role, • Deep working knowledge of US GAAP, particularly revenue recognition (ASC 606), multi-entity consolidations, and intercompany accounting, • Hands-on experience managing a monthly close process end to end and serving as the primary audit liaison, • A management style that is direct, organized, and development-oriented. You should be comfortable holding people accountable while investing in their growth. Strongly Preferred • Experience in a services, transportation, or other asset-light business model. The revenue recognition and cost structure patterns in these industries translate well, • Working knowledge of Workday Financials, including module configuration, report building, and integration management, • Exposure to founder-owned or closely held private companies, where you understand the dynamics of working with ownership directly and navigating related-entity considerations with appropriate discretion, • Experience with ERP systems at an administrative or power-user level. We run Workday Financials, but we are more interested in your ability to learn and optimize a system than in whether you’ve used this specific one. If you’ve been a strong user of NetSuite, SAP, Oracle, Sage Intacct, or a comparable platform, you’ll adapt., • Multi-entity and multi-state accounting experience. We operate across state lines and support related legal entities — you need to be comfortable with consolidation complexity and varied compliance requirement, • Demonstrated comfort with technology modernization — you’ve led or contributed to an ERP migration, automation initiative, or process overhaul in a prior role, • Familiarity with AI-powered accounting tools or a clear point of view on where automation should replace manual effort in the close, reconciliation, and reporting cycle. This is increasingly table stakes for the profession, and we want someone who leans forward on it What Will Make You Successful • Here Beyond the technical requirements, we’re looking for a specific type of professional, • You are a self-starter who doesn’t need to be managed closely. The CFO will invest time in onboarding you and building the relationship, then expects to step back. You should be energized by that autonomy, not anxious about it, • You know when to check in and when to run. Not every decision needs approval, but some do. You have the judgment to know the difference, and you communicate proactively when something is heading off-track rather than waiting to be asked, • You will challenge ideas constructively. We want your perspective, especially when you see risk or disagree with a direction. What we value is someone who raises concerns directly and supports them with evidence — then commits fully once a decision is made, • You bridge the technical and the practical. The leadership team understands the business deeply. Your value-add is connecting business knowledge to the accounting and reporting implications — explaining complex treatments and risks in clear, accessible terms, • You take ownership of problems, not just tasks. When something needs fixing — a process, a reconciliation, a deadline — you don’t just flag it. You come with a recommendations What the First 90 Days Look • Like We don’t expect you to transform the function in your first quarter. We do expect you to Immerse yourself in the business — understand how we generate revenue, where cash moves, who our key partners and vendors are, and how the operational model connects to the financials, • Conduct a thorough assessment of the current state of the books, the close process, internal controls, and the Workday configuration. Produce a written evaluation with a prioritized improvement plan, • Build relationships with the external audit partner, outside tax advisor, banking contacts, and key internal stakeholders., • Lead at least one close cycle start to finish, identifying friction points and quick wins. Work Environment & Logistics • We are an in-person-first organization. We believe that proximity matters — especially during your first several months when relationship-building and hands-on assessment of our processes require being in the room. That said, we are adults. Periodic remote work to accommodate life is expected and supported; we simply don’t operate on a permanent hybrid or remote schedule. This role may involve occasional travel to other company locations. Salary: On-Target Earnings: $150,000 based on experience and competency. Work Authorization Applicants must be legally authorized to work in the United States and maintain valid work authorization throughout their employment. This position is not eligible for employer-sponsored work authorization or visa sponsorship now or in the future. Employment is contingent upon successful completion of Form I-9 employment eligibility verification.

Job Description: We are seeking a highly motivated, entrepreneurial, and results-driven Territory Account Manager to join our growing commercial team. This role is responsible for developing and managing business opportunities across multiple industrial market segments including Water & Wastewater, Wire Rope & Lubrication, Mining & Mineral Processing, Food & Beverage Manufacturing, Offshore & Marine, Oil & Gas, and Industrial Processing & Manufacturing. This is a strategic outside sales and business development role focused on identifying, developing, and growing industrial accounts at both the local and national level. The Territory Account Manager will serve as a consultative partner to customers by delivering technical product solutions, developing long-term relationships, and expanding market share through proactive sales and customer engagement activities. Unlike traditional territory sales positions, this role is market- and opportunity-driven rather than geographically restricted. The Territory Account Manager may pursue opportunities throughout North America based on strategic alignment, customer need, and growth potential. Primary Responsibilities Business Development • Own and grow revenue across your assigned territory through a strategic sales plan., • Prospect and win new business through cold calling, networking, referrals, and trade events—targeting end users, municipalities, contractors, OEMs, engineering firms, distributors, and national accounts., • Drive specification development and product approvals., • Meet or exceed monthly, quarterly, and annual sales targets. Account Management • Manage and grow existing accounts, expanding wallet share through long-term relationships with plant managers, engineers, maintenance, procurement, and operations leadership., • Conduct regular customer visits, presentations, product demonstrations, and technical reviews. Technical & Consultative Selling • Recommend tailored solutions based on customer needs and operating conditions., • Deliver technical presentations, lunch-and-learns, and training; support field trials and evaluations., • Stay current on industry trends, competitive products, and regulatory developments. CRM & Reporting • Use CRM to track interactions, manage opportunities, and forecast revenue., • Maintain weekly pipeline and forecast reporting; track competitor and market activity. Market Segments • Water & Wastewater, • Wire Rope & Lubrication, • Mining & Mineral Processing, • Food & Beverage Manufacturing, • Offshore & Marine, • Oil & Gas, • Industrial Processing & Manufacturing Required Qualifications • Proven success in B2B industrial sales, technical sales, or business development., • Experience within industrial chemical manufacturing, industrial services, water treatment, infrastructure, lubrication, mining, offshore, marine, or related industrial sectors preferred., • Strong prospecting and lead generation experience., • Demonstrated ability to close business and exceed sales goals., • Strong negotiation and communication skills., • Self-motivated with a high level of initiative and accountability., • Experience with CRM software and Microsoft Office Suite., • Ability to travel as required. What We Offer: • $60-$80k DOE; Bonus and Commission, • Comprehensive benefits package, including health and vision insurance., • 401(k) plan, • Opportunities for professional development and career advancement., • A collaborative and supportive work environment. Grignard Company, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. It would be even better if you also had... • CPA or Enrolled Agent certification, • Experience completing complex tax returns, • 5+ years of experience in accounting, finance, bookkeeping or tax, • Experience conducting in person and virtual tax interviews that create confidence in clients, • Tax planning and audit support experience, • Sales and/or marketing experience What you'll bring to the team... • Conduct tax interviews with clients in person and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email), • Generate business growth, increase client retention, and offer additional products and services, • Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your work is impacting results, • Grow your tax expertise Your Expertise • Experience completing individual tax returns, • Experience working in a fast-paced environment, • Access to high speed, reliable internet, • Experience and skilled in technology (specifically MS Teams and Outlook, Co-Pilot, • Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat as well as in-person, • Experience utilizing effective customer service techniques, • Analytical and problem-solving skills, • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent, • Availability to work a minimum of 20 hours a week during peak tax season, • Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions) The Community You Will Join At H&R Block, we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you’re looking to make an impact, H&R Block is the place for you.

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – Cyber & Network Security Engineer, • Department - CISO, • Corporate level – Vice President, • Report to - Cyber & Network Security Engineering Lead, • Location – Iselin, New Jersey. On Site 2 days per week., • Expected full-time salary range between $170,000 - $190,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: The Vice President (VP), Security Engineering is a senior technical engineering role responsible for leading the deployment, automation, and operational support of enterprise security platforms and controls. Ideally the candidate will have AWS cloud infrastructure security tooling integration, security automation experience. This role requires a hands-on engineer who can build and deploy AWS-based environments to evaluate, test, and design and operationalize new security technologies and engineer off the shelf security tools. They will lead and mentor the junior engineers. Curiosity to learn, get stuck in and get things delivered. Key Responsibilities: Security Engineering & Tool Deployment • Design, build and configuring and maintain enterprise security platforms and services., • Have experience with some or all the following products, • Splunk Enterprise / Splunk Cloud, • Forcepoint Web Security, • Forcepoint Email Security & DLP, • Zscaler DLP and Internet Access, • Microsoft Purview DLP, • Qualys VMDR, • Crowdstrike Faclon, • Additional threat detection, monitoring, and data protection technologies., • Troubleshoot platform, infrastructure, and integration issues across security ecosystems., • Work with infrastructure engineering on infrastructure deliverables ensuring that security is engineered into their solutions., • Provide senior leadership and guidance to the wider engineering community. AWS Infrastructure Engineering • Help build and manage AWS environments used for proof-of-concepts, product evaluation, security testing, and production deployments., • Develop repeatable Infrastructure-as-Code (IaC) capabilities for rapid deployment of security tooling., • Engineer secure cloud architectures incorporating:, • EC2, • VPCs, • Security Groups, • IAM, • Route53, • S3, • Lambda, • CloudWatch, • GuardDuty, • AWS Organizations, • Support secure cloud adoption initiatives and platform modernization programs. Security Automation & Development • Develop automation solutions using Python to reduce operational overhead and improve security effectiveness., • Create and maintain scripts, APIs, orchestration workflows, and automation frameworks for:, • Security tool deployment, • Configuration management, • Monitoring and alerting, • Compliance validation, • Asset discovery, • Data collection and reporting, • Integrate security tooling with enterprise workflows and operational platforms. Security Monitoring & Detection Engineering • Design and implement security monitoring use cases., • On board new log sources., • Develop Splunk searches, correlation rules, dashboards, and reporting capabilities., • Improve threat detection coverage through security telemetry integration and log onboarding., • Partner with Cyber Defense teams to improve detection engineering and incident response capabilities. Data Protection Engineering • Deploy and manage enterprise Data Loss Prevention (DLP) solutions., • Configure and optimize:, • Forcepoint DLP, • Microsoft Purview DLP, • Zscaler DLP, • Work with data owners and security architects to implement controls protecting sensitive information. Technical Leadership • Collaborate closely senior engineers and architects to deliver secure-by-design solutions., • Support security technology roadmaps and strategic initiatives. Experience • 5+ years of experience in Security Engineering, Cloud Security Engineering, or Infrastructure Security., • Experience mentoring and leading junior engineers., • Experience working across engineering and architecture groups to deliver solutions that are secure from the ground up., • Experience building and deploying AWS environments from the ground up., • Hands-on experience onboarding, configuring, and operating enterprise security platforms., • Strong experience automating security operations using Python., • Experience supporting security technology evaluations, proof-of-concepts, and production rollouts. Technical Skills: Cloud & Infrastructure • AWS (preferred), • Infrastructure-as-Code concepts, • Linux and Windows administration, • Networking fundamentals (TCP/IP, DNS, HTTP/S, Routing, Proxies) Security Technologies (all not essential but desirable) • Splunk, • Forcepoint Web Security, • Forcepoint DLP, • Forcepoint Email Security, • Zscaler DLP, • Microsoft Purview DLP, • Qualys VMDR, • SIEM, Endpoint Detection & Response (EDR), DLP, and Vulnerability Management technologies, • Ansible, • SCCM Development & Automation • SPL, • Python, • REST APIs, • Automation frameworks, • Scripting and orchestration, • CI/CD concepts Desirable Qualifications • AWS Solutions Architect, Security Specialty, or equivalent certification., • Splunk Power User, Admin, or Architect certification., • CrowdStrike Certified Falcon Administrator., • Experience with Terraform or CloudFormation. Key Competencies • Troubleshooting and problem-solving skills., • Strong engineering mindset with a passion for automation., • Strong desire to learn new technologies. Success Measures • Engineering and onboarding of security technologies., • Increased automation and reduction in manual operational effort., • Improved security monitoring and detection capabilities., • Stable, scalable, and secure AWS-hosted security infrastructure., • Successful delivery of security engineering initiatives aligned with business and security objectives. What we’re looking for: • Experience in security engineering / cyber engineering in complex, regulated environments (markets technology / investment banking / FMI strongly preferred)., • Proven delivery of large-scale security platforms end-to-end (design → build → run), including multi-system integration., • Engineering mindset: able to go deep on architecture, automation, telemetry, and operational resilience., • Strategic thinker with the ability to translate vision into execution., • Strong communicator and collaborative who can work across the organization., • Data-driven and outcome-focused, with a bias toward measurable security improvements., • Comfortable operating in fast-paced, evolving environments. Professional qualifications / certifications: • Experience in security engineering (5+ years), • Experience in:, • Working in highly regulated operations and complex organizational structures., • Reporting to senior leadership supporting executive level decision-making and prioritization., • Engaging in complex governance, contributing to multi-layered committees or forums., • Understand, interpret and apply regulatory requirements, compliance and industry standards. Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

You love developing client relationships, winning business and being client facing. You have ambitions to be a partner. It seems as though you are stuck at your current position. There’s either no room for growth or you aren’t getting the opportunity to progress. Things at this firm are different. This position is something to be excited about. You will be someone with a passion for business development. Maybe you have a book of business to bring too. Eventually, you’ll get equity within the firm. The growth opportunities are endless too, resources from different areas to help you excel at your job. You’ll get exposure to different niches and clients. The office you’ll be working out of is in Clifton NJ, where you will be in the office full time. CPA required and CCH experience preferred. You will be experienced in a public accounting firm, with a generalist background. The tax returns will be majority from small - mid size business clients. ........................................... How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America. Worried you don’t check every single requirement? That’s absolutely fine. The CPA firms we work with value people who bring different perspectives and experience. At the end of the day, the worst-case scenario is simply a friendly conversation about your career. The best-case? Something genuinely exciting.

Client Sales Representative (Entry-Level) Summit Sky Consulting Remote | United States Summit Sky Consulting is currently seeking motivated individuals to join our growing team as Client Sales Representatives. This is an excellent entry-level opportunity for candidates looking to start a rewarding career in sales and client relations. No prior sales experience is required. We provide comprehensive training, ongoing mentorship, and professional development programs to help you build the skills needed for long-term success. Whether you are a recent graduate, transitioning careers, or seeking a new professional opportunity, we welcome candidates who are eager to learn, grow, and advance. Responsibilities • Connect with prospective clients and build professional relationships, • Learn and follow a proven client acquisition and sales process, • Understand client needs and present appropriate solutions, • Maintain consistent communication and provide excellent customer service, • Participate in training, coaching, and development programs, • Collaborate with team members in a supportive, growth-focused environment What We Offer • Comprehensive Training Provided No experience needed. Our structured onboarding and ongoing coaching programs are designed to help you succeed from day one. • Remote Flexibility Work from home with the flexibility to manage your schedule while achieving your professional goals. • Career Growth Opportunities We promote from within and provide clear pathways for advancement into leadership and management positions. • Supportive Team Environment Work alongside experienced professionals committed to mentorship, collaboration, and personal development. Qualifications • No experience required, • Entry-level candidates are encouraged to apply, • Strong communication and interpersonal skills, • Self-motivated and goal-oriented, • Professional attitude and willingness to learn, • Ability to work independently and as part of a team Benefits and Incentives • Company-sponsored travel incentives for qualifying team members, • Ongoing sales and leadership development programs, • Access to life insurance and medical, dental, and vision exchange options Compensation This is a commission-based opportunity with uncapped earning potential. Income is based on individual performance, dedication, and results. If you are looking for an opportunity that offers professional growth, comprehensive training, remote flexibility, and unlimited earning potential, we encourage you to apply and learn more about a career with Summit Sky Consulting.

We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within Piscataway, NJ is $125k - $135k/year & benefits (see below). Title: Senior IBM BPM/BAW Workflow Software Engineer Location: Piscataway, NJ / Charlotte, NC Workflow team is hiring a Workflow Software Engineer to join their team! This role builds and supports automation solutions, integrating with databases and APIs, and collaborates closely with delivery and partner teams with a focus on driving measurable improvements in quality and operational efficiency. • Partner with business stakeholders to gather requirements and lead process and workflow design sessions, • Design, build, and test BPM workflows and automation solutions end to end, • Collaborate with the workflow team and other technical teams to ensure high-quality integrations and reliable solutions, • Monitor and maintain BPM platforms, including performance tuning, upgrades, and defect resolution, • Diagnose and resolve workflow or system issues while providing ongoing technical support, • Create and maintain documentation for workflows, processes, configurations, and standards We are looking for someone with: • Associate or bachelor's degree (preference in a computer science, technology, engineering or math-related field or equivalent experience) and 3+ years' work experience or equivalent experience, • 5+ years of Hands-on experience in IBM BPM / IBM Business Automation Workflow (BAW) is required., • Excellent planning, organizational, problem-solving, analytical, decision-making and communication skills, • Proficiency with database applications, knowledge of web programming languages, mainframe systems, and/or distributed systems Skills That Will Help You Stand Out • Experience with ServiceNow Financial Services Operations and Customer Service Management (ServiceNow FSO and CSM) including FSO core data models, secure extensions, and CSM case management, • Familiarity with Advanced Work Assignment design and tuning, customer engagement, document and content integrations, and Performance Analytics reporting We offer: • A highly competitive compensation and benefits package., • A multinational organization with 58 offices in 21 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture. SYNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

The Business Intelligence Analyst supports the analysis of operational workflows and lifetime profitability to measure operational and marketing channel effectiveness, and ensure adequate profitability for the business being written by the Direct Group. The person is responsible for assisting in the creation and maintenance of various databases, performance metrics and analytics required to achieve these goals. Essential Functions and Responsibilities • Works closely with others to gain strong understanding of insurance concepts such as financial P&Ls, expense ratios, rate level indications, loss ratio trends, and marketing funnel metrics and to get familiar with internal workflows (i.e. underwriting, sales and claims handling)., • Identify creative reporting solutions, including ad-hoc analysis that facilitates effective measurement of operational effectiveness. Upgrade existing reports to increase efficiency of distribution, reduce redundancy across reports and to improve ease of presentation., • Collaborate with other analytical teams throughout the enterprise to review insights from recent analytical exercises., • Effectively uses available front end reporting tools, data systems and information gathered from different areas throughout the company to analyze business issues. Communicate results to management., • Work with large databases from Production Data warehouse. Collaborate with data teams to leverage tools and techniques developed for effective data extraction, transformation and loading (ETL)., • Build automated reporting and analytical tools, which includes a) queries that extract and summarize data from our data warehouse and b) procedures that integrate this data into dynamic workbooks allowing for multiple levels of analysis., • Acts as a liaison between the Business Intelligence team and other departments within the Direct Group. Qualifications and Education • Demonstrated problem solving experience gained through related coursework and work experience. BA/BS degree in quantitative field of study., • Property and Casualty Insurance experience preferred., • Analytical problem solver with a high level of intellectual curiosity and attention to detail. Prior Product or Actuarial experience desired., • Strong programming/query experience in SQL Server and Tableau report building., • Proficient with all Microsoft Office products., • Three or more years of experience with relational database tools and concepts., • Excellent verbal and written communication skills., • Collaborative nature but also has the ability to work independently and efficiently on a high volume of tasks. Salary Range The pay range for this position is $71,000 to $94,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. Perks & Benefits • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Free onsite gym at our Woodbridge Location, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement About the Company The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. #LI-DNI

About Gaines & Associates (GAPC) GAPC (Gaines & Associates, PC) is a fast-growing CPA–Business Advisory and Consulting firm serving clients nationwide. We’re open, collaborative, fast-paced, and hands-on with teams working across multiple clients to deliver measurable results. We pride ourselves on helping growing businesses strengthen their financial foundations, improve profitability, and make confident decisions. About the Role We’re seeking a Senior Accounting Manager to play a key leadership role in our Client Advisory & Fractional CFO team. In this role, you’ll serve as the day-to-day CFO and accounting lead for multiple clients, driving monthly close and reporting, financial planning, process improvements, and strategic insights that support business growth. You’ll own client relationships end-to-end—driving month-end close and reporting, financial planning, process improvements, and strategic insights that support business growth. You’ll act as a trusted advisor to business owners and their leadership teams, helping them understand their financial health, make informed decisions, and position their companies for sustainable success. This is a high-impact, client-facing position for someone with strong accounting and financial acumen who enjoys solving problems, leading teams, and helping companies succeed. What You’ll Do • Own the close: Lead and review monthly and quarterly closes, management reports, and KPI dashboards; analyze financial performance, variances, and opportunities for improvement., • Forecast & model: Manage cash flow, budgets, and rolling forecasts; build pricing, margin, and scenario models to drive strategic decisions., • Advise clients: Review financial performance with management teams, identify trends, and recommend actions to improve profitability, efficiency, and growth., • Improve systems and processes: Streamline workflows across AP/AR, revenue recognition, and inventory/COGS; enhance accounting, bill pay, and reporting tools (QBO, Bill.com, Reach Reporting, etc.)., • Oversee tax coordination: Partner with our tax team on planning, structure, entity set-up, and compliance; assist with tax projections., • Support capital and growth: Manage lender relationships, monitor covenants, and support capital planning and margin improvement initiatives., • Mentor and manage: Lead and coach accounting manager and senior accountants; ensure quality control and consistency across client engagements., • Lead projects: Manage client onboarding, internal control improvements, and other strategic initiatives that drive operational excellence. What You’ll Bring • 6+ years of progressive finance experience in public accounting., • Proven experience as a Controller, Senior Accounting Manager, or Fractional CFO, managing multiple clients or business units., • Strong understanding of GAAP, financial reporting, cash forecasting, FP&A, and KPI design., • Excellent client relationship management and communication skills and ability to present at board and executive levels., • CPA or CMA preferred but not required., • High attention to detail, comfort with multi-tasking, and ability to lead teams through change. Nice to Have • Experience with QuickBooks Online, Excel, Google Sheets, Power BI or Tableau, NetSuite, Bill.com, CCH ProSystem, or similar tools., • Exposure to service-based, field services, or construction industries., • Familiarity with HubSpot CRM or other client management tools. Ideal Competencies • Business acumen: Understands how accounting drives broader business outcomes., • Client-centered mindset: Dedicated to delivering responsive, high-quality service., • Innovative thinking: Brings ideas to improve processes and tools., • Change management: Leads teams through transitions and new technology adoption., • Time management: Prioritizes effectively in a fast-paced, deadline-driven environment. Compensation & Benefits • Competitive salary with performance-based bonus., • 401(k) plan and comprehensive benefits package., • Vacation/PTO., • Continuing professional education and development support., • Full-time (40+ hours/week). How to Apply Please apply directly on LinkedIn or email careers@ggapc.com with your resume and a brief cover letter (2-3 bullet points on relevant experience or wins). For more information about GAPC, please visit our website at www.gainescpacfo.com.

Korn Ferry has partnered with our client on their search for the role. Purpose of the Position Develops new business relationships. Analyzes and underwrites the most complex and/or largest dollar value commercial loans, most of which involve important customers. Approves loans within established guidelines and lending authority. Maintains portfolio of existing customer relationships. May provide guidance to less experienced commercial lenders. Key Responsibilities New Business • Develops new business by contacting potential customers and following up on leads, prospecting strategies, referral sourcing and relationship expansion opportunities., • Cross sells Bank products and services., • Assists in coordinating business development activities across the assigned Commercial Lending team to promote consistent market coverage and pipeline development., • Shares market intelligence, industry trends and lending best practices with team members. Relationship Management • Interviews loan applicants., • Analyzes financial and related data for credit worthiness and merits of loan requests, structuring transactions, negotiating terms and managing complex client relationships., • Establishes terms and approves loans within lending authority or recommends approval to senior management., • Informs customers of Bank decisions., • Maintains performing commercial loans., • Interacts with most important customers to maintain and enhance business relationships., • Partners with Treasury Management, Retail Banking, Wealth Management and other business lines to deliver comprehensive banking solutions and deepen client relationships. Credit Review & Restructuring • Monitors delinquencies and evaluates problem loans., • Analyzes benefits of restructuring or legal collection action that may include foreclosure., • Negotiates and develops action plans for repayment of problem loans or implements foreclosure or other form of legal collection action., • Estimates financial impact on the Bank. Reporting • Assists in the preparation of monthly, quarterly and annual reports and the forecasting of loan balances. Job and Industry Knowledge • Maintains a current knowledge of local and national economic, financial, political and legislative trends. Determines the possible impact on commercial lending activities., • Maintains an active presence within local business and civic organizations to strengthen the firms visibility and support market growth initiatives. Other Responsibilities • Performs other job-related duties as assigned., • Weighting of job duties is approximate and may change based on department needs. The Candidate Experience and Professional Qualifications • Bachelor’s degree in finance, Accounting, Economics or Business-related field., • Minimum of 7-10+ years of experience as a Commercial Lender;, • Local business experience in Central New Jersey with potential market expansion;, • Must be able to produce assigned loan volume as set annually;, • Must ensure and maintain asset quality of loan portfolio;, • Excellent decision making and problem-solving abilities;, • Thorough knowledge of lending regulations required;, • Excellent written and verbal communication skills with the ability to deal effectively with customers, attorneys, realtors and other financial institutions as well as all levels of Bank personnel;, • History of community involvement through volunteerism and/or representation with charitable organizations;, • Excellent organizational, follow-up and time management skills., • Ability to manage multiple priorities in a fast-paced environment while maintaining strong attention to detail.

Staff Accountants, Senior Accountants & Accounting Managers Business Advisory & Outsourced Accounting Firm | National Presence | Hybrid Work Environment A rapidly expanding Business Advisory & Outsourced Accounting Firm in Woodbridge with a national presence is seeking Staff Accountants, Senior Accountants, and Accounting Managers to join their growing team. Due to continued growth and increasing demand for our advisory, outsourced accounting, and tax services, the company is adding talented professionals across both their Accounting and Tax practice areas. This is an excellent opportunity to join a modern, client-focused firm that provides outsourced accounting, financial management, tax, and advisory services to a diverse portfolio of small and mid-sized businesses. Their team partners closely with clients, serving as an extension of their accounting and finance departments while delivering strategic business insights. Responsibilities • Manage accounting and financial reporting engagements for multiple clients., • Prepare and review monthly, quarterly, and annual financial statements., • Perform month-end and year-end close activities, account reconciliations, and general ledger maintenance., • Prepare and review business, partnership, S-Corporation, and individual tax returns (Tax positions)., • Provide financial and operational insights to help clients make informed business decisions., • Build and maintain strong client relationships while serving as a trusted advisor., • Assist clients with budgeting, forecasting, cash flow management, and process improvements., • Manage multiple engagements simultaneously while meeting deadlines and maintaining exceptional client service. Qualifications • Public accounting, client accounting services (CAS), outsourced accounting, or business advisory experience preferred., • Experience working in an accounting, advisory, or outsourcing firm is highly desirable., • Experience managing multiple client relationships and engagements preferred., • Strong accounting, financial reporting, and/or tax compliance experience., • Excellent communication, organizational, and client service skills., • Proficiency with accounting software and Microsoft Excel. What The Company Offers • Competitive compensation and comprehensive benefits package., • Hybrid work environment offering flexibility and work-life balance., • Opportunity to work with a wide variety of small and mid-sized businesses across diverse industries. Medical dental, generous PTO and 401ik plan. To apply E-Mail a resume to richard.singer@roberthalf.com. Or call Rich Singer, CPA at 848-202-7970 to discuss these excellent opportunities.

We are seeking an experienced Senior Accountant to support a founder-owned specialty food importer and distributor. This role is based onsite in Edison, NJ, five days per week. The Senior Accountant will oversee daily accounting operations and help maintain accurate inventory and cost controls, financial reporting, reconciliations, compliance filings, and accounting records. This role will work closely with company leadership and an outside accounting firm and is well suited for a detail-oriented professional who values accuracy, accountability, collaboration, and ownership. What You’ll Do • Manage daily and month-end accounting activities, including general ledger accounting, • Oversee accounts payable and accounts receivable processes, • Perform bank and credit card reconciliations and support payroll activities, • Maintain accurate inventory and cost controls for imported goods, • Track and evaluate landed costs and reconcile accounting records to warehouse inventory, • Compile financial data and prepare supporting reports for the company’s outside accounting firm, • Maintain accurate and organized accounting records, • Support compliance with applicable financial regulations and standard tax filings What We’re Looking For • Bachelor’s degree in Accounting, • 1–3 years of accounting experience, • Experience with cost accounting and inventory control, • Proficiency with QuickBooks and Microsoft Office applications, • Strong reconciliation, analytical, and problem-solving skills, • Strong written and verbal communication skills, • Ability to plan, prioritize, and take ownership of day-to-day accounting responsibilities, • Ability to work onsite in Edison, NJ five days per week Nice to Have • Experience within food importing, distribution, or a related industry, • Familiarity with landed-cost accounting for imported inventory, • Experience working in a founder-owned or closely held business environment Work Environment: This position is primarily sedentary with occasional movement throughout the facility, including reaching, bending, and moving light equipment or supplies. The role may require entering warehouse and repack areas and wearing required food-safety and OSHA protective equipment. The facility processes nuts, grains, dried fruits, and chocolate, and employees may be exposed to these ingredients.

A financial firm is looking for an Application Security Engineer to join their team in Iselin, NJ. Compensation: $140-180k MUST be local to Iselin, NJ - 2 days/week onsite US Citizens/GC Holders Only Responsibilities: • Perform Application Security scans on applications and APIs to identify security vulnerabilities and weaknesses, • Triage security findings and collaborate with development teams to prioritize and remediate identified vulnerabilities, • Drive threat modelling as a standard part of the SDLC, and develop and maintain threat models for critical applications, identifying potential security risks and proposing mitigations, • Conduct security reviews and provide guidance on security requirements for new features and projects, • Assist in the analysis, selection and rollout of new application security tools, processes, and standards Qualifications: • Experience in application security with a focus on application security testing and vulnerability management, • Hands-on experience with Application Security tools, • Strong understanding of common application vulnerabilities (e.g., OWASP Top 10) and mitigation techniques, • Experience with threat modelling methodologies and tools, • Proficiency in at least one programming language (e.g., Java, Python, JavaScript), • Excellent communication and collaboration skills, with the ability to work effectively in cross functional teams, • Strong understanding of risk management, • Degree in a technology discipline (Computer Science, Information Management, Computer Engineering, Cybersecurity or equivalent), • Relevant security certifications (e.g. CISSP, CEH, CSSLP) or equivalent is preferred

Goal: To ensure LTM’s Talent Acquisition processes in the US adhere to local and international laws, regulations, internal and (deployed) client policies. This role will develop and implement compliance programs, monitor and audit recruitment processes, train our teams on relevant issues, and manage risk associated with Talent Acquisition (especially Delivery/Technical talent). This role is an individual contributor role and collaborates with legal, compliance, Risk, HR, and other governing departments to maintain ethical hiring standards and promote best practices in global hiring. Essential Functions • Develop and implement US talent acquisition compliance programs, policies, and procedures to ensure adherence to local and international laws and regulations., • Monitor and audit recruitment processes and practices to identify and mitigate compliance risks., • Create and maintain dashboards to track key audit and compliance issues, • Collaborate with legal, HR, and other departments to ensure alignment of recruitment practices with organizational policies and regulatory requirements., • Provide guidance to talent acquisition teams on compliance-related topics, including anti-discrimination laws, data privacy including GDPR, CCPA, and ethical hiring practices., • Conduct regular reviews and updates of compliance policies to reflect changes in laws and regulations., • In-depth knowledge of AI and machine learning technologies, with a strong emphasis on understanding regulatory requirements, ethical considerations, and risk management., • Lead the selection, implementation, and continuous monitoring of AI systems to ensure compliance with relevant laws and standards and collaborate with cross-functional teams to audit and mitigate AI-related risks., • Lead investigations into compliance violations and implement corrective actions, as necessary., • Develop and maintain metrics and reporting systems to track compliance performance and identify areas for improvement., • Serve as a subject matter expert on global talent acquisition compliance and governance, providing advice and support to senior leadership., • Manage relationships with external auditors, regulatory agencies, and other stakeholders to ensure compliance with legal and regulatory standards., • Stay up to date with industry trends and best practices in talent acquisition compliance and governance to continually enhance the organization's compliance framework., • Provide advisory services on compliance-related topics, including process design and control Basic Qualifications • 14+ or more years of relevant work experience with a bachelor’s degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD) Of which: • 8+ years in progressively responsible roles focused on HR, Compliance, audit, or risk management, in a Financial services environment, • Last 2+ years in Talent Acq. or Talent Acquisition Compliance role, • Experience in driving results in a public multinational corporation Qualities: • Highly ethical and of sound personal judgment, • Excellent communication and interpersonal skills, • Able to create strong working relationships across the business and persuasively communicate with multiple levels of management, • Confidence to act independently as a self-starter, • Strong analytical and project management skills, • Superior organizational skills and strong attention to detail, • Able to think strategically and translate strategies into actionable plans, • Global experience and ability to work in a matrixed environment, • Demonstrate flexibility and multi-tasking abilities to meet competing deadlines

Workload Automation Consultant Location: Hybrid — 2 days onsite per week in Edison, NJ 6-8 months contract Entech is seeking Workload Automation Consultants to support a client engagement focused on assessing and improving enterprise workload automation, job scheduling, and batch processing environments. This role is ideal for candidates with experience in production operations, Windows Server environments, file-based processing, technical documentation, logging/monitoring, and operational process improvement. OpCon experience is preferred, but experience with similar enterprise scheduling tools will also be considered. Responsibilities • Assess workload automation, job scheduling, and batch processing environments, • Document workflows, schedules, dependencies, file movement, and operational procedures, • Review Windows Server environments, file-based architecture, and automation touchpoints, • Identify risks related to manual processes, scheduling gaps, access controls, monitoring, and resiliency, • Analyze logs to identify failure patterns, root causes, and retry opportunities, • Support technical documentation, execution-ready scripting, process maps, and go-forward recommendations, • Contribute to future-state planning, operational roadmaps, and client-ready deliverables Qualifications Mid-Level Consultant: • 3–6 years of experience in workload automation, job scheduling, batch processing, or production operations, • Strong documentation, analytical, and problem-solving skills, • Familiarity with Windows Server, file processing, access controls, logging, and monitoring Senior Consultant: • 8+ years of experience in workload automation, job scheduling, batch processing, or production operations consulting, • Ability to lead assessments, identify risks, and develop client-facing recommendations, • Strong experience creating executive-ready documentation and operational improvement roadmaps Key Skills Workload Automation | Job Scheduling | Batch Processing | OpCon | Windows Server | File-Based Processing | Technical Documentation | Execution-Ready Scripting | IAM | RBAC | Logging & Monitoring | Production Operations | Root Cause Analysis | Operational Resiliency Banking, financial services, or wealth management experience is a plus, but not required. #Hiring #WorkloadAutomation #OpCon #JobScheduling #BatchProcessing #WindowsServer #ProductionOperations #TechnicalDocumentation #Scripting #FinancialServices #WealthManagement #NJJobs #HybridJobs #Entech

Job Overview The Accounting role is responsible for managing daily accounting activities, month-end closing, and maintaining accurate financial records. This position handles journal entries, account reconciliations, accounts payable, vendor payments, and inventory accounting, including COGS and inventory reconciliations. The role also supports financial reporting, tax filings, audits, and external accounting partners. In addition, the position provides financial analysis to management, maintains accurate ERP data, and contributes to finance process improvements and other accounting projects. Job Responsibilities • Handle daily accounting transactions and month-end closing., • Prepare journal entries, account reconciliations, and financial reports., • Process vendor invoices, payments, and AP reconciliations., • Manage inventory accounting, COGS, and inventory reconciliations., • Support tax filings, audits, and external accounting service providers., • Prepare financial reports and support management with financial analysis., • Maintain accurate financial data in the ERP system., • Support finance process improvements and other accounting projects. Requirements • Bachelor’s degree in Accounting, Finance, or related field., • 2-5 years of accounting or finance experience., • Knowledge of GL, AP, inventory accounting, and month-end closing., • Experience with ERP systems such as SAP, Oracle, or NetSuite is preferred., • Strong attention to detail and analytical skills., • Good English communication skills., • Experience with a multinational or overseas sales company is preferred., • Fluency in both English and Chinese is required for this role. Compensation package • Competitive salary: $75,000-$90,000 USD per year, • Medical benefits, • 401(k), • Vision insurance, • Life insurance, • Dental insurance, • Paid sick time, • Paid time off, • Employee discount

Company Description Unique Technologies Associates (UTA) is the sole manufacturer of Cobra Solid Lubricants™ for bearings, supplying products globally from its factory in Avenel, New Jersey. Founded in 1998, UTA focuses on solving lubrication challenges across diverse industrial manufacturing environments through effective and sustainable solutions. Its proprietary, graphite-based solid lubricants are engineered for demanding applications such as ball and roller bearings, conveyor wheels, and conveyor components. Developed and tested by an in-house team of scientists and engineers, Cobra Solid Lubricants™ deliver superior performance compared to conventional grease and oil-based options, especially under extreme temperatures and harsh conditions. UTA’s environmentally clean lubricants help extend equipment life and reduce maintenance, supporting reliable operations for industrial customers worldwide. Role Description This is a full-time, on-site Bookkeeper role based at Unique Technologies Associates’ facility in Avenel, NJ. The Bookkeeper will maintain accurate financial records by recording daily transactions, preparing and posting journal entries, and reconciling bank and credit card accounts. Responsibilities include assisting with the preparation of financial statements, managing accounts payable and accounts receivable, and supporting payroll and expense reporting. The role also involves using accounting software to generate reports, monitor cash flow, and ensure compliance with internal controls and established accounting procedures. The Bookkeeper will collaborate with management to provide timely financial information and support audits and periodic reviews as needed. Qualifications • Strong bookkeeping skills, including experience with journal entries (accounting) and general ledger management., • Ability to prepare, review, and interpret financial statements and related financial reports., • Proficiency with QuickBooks accounting software and basic finance concepts to support day-to-day operations., • Attention to detail, excellent organizational skills, and the ability to manage multiple tasks and deadlines., • Solid numerical and analytical skills, with competency in Microsoft Excel and other office productivity tools., • Effective written and verbal communication skills and the ability to work collaboratively with cross-functional teams., • Previous experience in a manufacturing or industrial environment is beneficial., • Associate’s or Bachelor’s degree in Accounting, Finance, or a related field, or equivalent practical experience.

Digital Color Concepts, Inc. (DCC), a commercial printing company with operations in New Jersey and Massachusetts, is seeking an Accounts Receivable Specialist to join its Finance & Accounting team. This role is responsible for the timely and accurate billing of customers, application of cash receipts, and collection of outstanding balances across DCC's operating entities. The ideal candidate is detail-oriented, comfortable working across multiple systems, and able to communicate effectively with both customers and internal stakeholders to keep the AR portfolio current and well-documented. Responsibilities • Generate and issue accurate customer invoices in accordance with contract terms, pricing agreements, and company policy., • Monitor the accounts receivable aging report and proactively follow up on past-due balances via phone, email, and written correspondence., • Apply incoming customer payments (checks, ACH, wire transfers, credit card) to the correct invoices in the accounting/ERP system., • Research and resolve short-pays, billing discrepancies, disputed charges, and unapplied cash in a timely manner., • Reconcile customer accounts and process credit memos and adjustments as approved., • Partner with Sales and Customer Service to resolve collection issues, credit holds, and customer disputes., • Prepare and distribute weekly and monthly AR aging reports to management., • Support month-end close activities related to accounts receivable, including account reconciliations and journal entries., • Assist with AR-related schedules supporting the company's asset-based lending (ABL) borrowing base reporting., • Maintain accurate customer master data, including credit terms, billing contacts, and remit-to information., • Recommend accounts for collection agency referral or write-off in accordance with company policy. Required Qualifications • Associate's or Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience., • 2+ years of experience in accounts receivable, billing, or collections., • Proficiency in Microsoft Excel, including pivot tables and lookup functions., • Experience working within an ERP or accounting software system., • Strong attention to detail, organizational skills, and follow-through., • Excellent written and verbal communication skills, with the ability to interact professionally with customers., • Ability to manage multiple priorities independently in a deadline-driven environment. Preferred Qualifications • Prior experience in a manufacturing, print, or packaging industry., • Experience working across multiple legal entities or business units., • Familiarity with asset-based lending (ABL) compliance or borrowing base reporting., • Experience with ERP/accounting platforms commonly used in mid-size manufacturing environments. Benefits: • 401(k), • 401(k) matching, • AD&D insurance, • Dental insurance, • Health insurance, • Paid sick time, • Paid time off, • Vision insurance

About Us: Join a dynamic and growing management company in Edison, NJ, known for fostering a collaborative and fun workplace culture! Our client believes in striking a balance between hard work and enjoyment, making every day at the office engaging and rewarding. If you're a skilled Accountant with a passion for numbers and a knack for teamwork, we’d love to speak with you! Key Responsibilities: Daily Accounting & Cash Management • Monitor and track bank balances, EFT transactions, and cleared checks across multiple operating locations., • Perform daily cash reconciliations and investigate discrepancies., • Reconcile daily cash deposits using reporting tools and bank activity., • Maintain and update cash balance reports and financial tracking spreadsheets., • Monitor fuel costs and maintain transaction records for gas station operations. Payroll Support • Review payroll timesheets and pre-journal reports for accuracy., • Verify employee hours and payroll data through payroll systems., • Record weekly payroll journal entries in QuickBooks., • Maintain organized payroll records, timesheets, and labor reports., • Prepare and update weekly payroll reporting for multiple locations. Financial Reporting • Prepare weekly flash reports, including labor and profit & loss summaries., • Generate consolidated year-to-date financial reports., • Prepare monthly and year-over-year profit & loss analyses., • Assist in the preparation of weekly and monthly financial statements for management review., • Produce ad hoc financial reports and analyses as requested. Month-End Close & Reconciliations • Perform monthly bank reconciliations for multiple operating entities and accounts., • Import and reconcile bank feeds within QuickBooks., • Record monthly sales activity and journal entries., • Reconcile third-party delivery platforms, credit card receivables, gift card programs, and other accounts receivable balances., • Record and reconcile delivery platform fees from providers such as Uber Eats, DoorDash, and Grubhub., • Maintain reconciliations for restaurant, real estate, and gas station operations. Financial Systems & Compliance • Prepare and format monthly financial statements for submission through franchise reporting platforms., • Maintain accurate accounting records and supporting documentation., • Ensure financial data is complete, accurate, and recorded in accordance with company policies. Additional Responsibilities • Assist the Controller with sales, labor, and cost analysis projects., • Support special accounting projects and operational initiatives as needed. Qualifications: • 1–3 years of accounting experience preferred, ideally within hospitality, food & beverage, entertainment, events, or other high-volume environments, • Strong knowledge of accounting principles and financial reporting., • Proficiency in Microsoft Excel and accounting software systems., • Excellent analytical, organizational, and problem-solving skills., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

The Director, Comparative Rater Strategy & Analytics is responsible for leading comparative rater strategy and related competitive intelligence gathering, and analytics for Plymouth Rock’s Partners distribution channel. This role leads comparative rater strategy, market intelligence, and business analytics into strategic assets that drive profitable growth, improve competitive positioning, and support data-driven decision making across Plymouth Rock's distribution organization. The Director serves as the primary business leader responsible for understanding how Plymouth Rock competes, performs, and grows across agency, partnership, and comparative rater distribution channels. The position will partner closely with Product Management, Distribution, Marketing, IT, Operations, Underwriting, and Financial Planning to identify opportunities that improve growth, retention, profitability, agency productivity, and customer acquisition effectiveness. This is a working management position requiring both strong leadership capabilities and the ability to personally conduct analyses, develop recommendations, and influence business decisions. RESPONSIBILITIES Comparative Rater Strategy & Optimization • Develop and execute Plymouth Rock's comparative rater strategy, including platform optimization, vendor management, implementation governance, and long-term roadmap planning., • Serve as the primary relationship owner with comparative rater vendors, driving improvements in quote performance, agent experience, carrier visibility, and operational efficiency., • Partner with Product, Underwriting, and IT teams to ensure product, rate, underwriting, and filing changes are accurately implemented across comparative rating platforms., • Lead optimization of comparative rater workflows, including eligibility rules, company-specific questions, defaults, quote return performance, carrier visibility logic, and quality assurance processes., • Monitor comparative rater performance and develop recommendations to improve agency adoption, quoting efficiency, and policy conversion. Competitive Intelligence & Market Strategy • Lead Plymouth Rock's competitive intelligence efforts within the Partners distribution channel by monitoring pricing position, product competitiveness, quoting performance, market trends, and competitor activity. Collaborate with stakeholders in Product Management and IT to drive improvements in these results., • Develop competitive intelligence frameworks, dashboards, and executive reporting that benchmark Plymouth Rock's performance and identify opportunities to improve market share, profitability, and growth., • Analyze competitive positioning by state, product, agency segment, and distribution channel and translate findings into actionable recommendations., • Monitor comparative rating technology, insurtech innovation, and emerging market trends while supporting Product and Distribution leadership in evaluating opportunities and threats. Distribution Analytics & Business Performance • Deliver performance measurement, business intelligence, and decision support across partnership, agency, and comparative rater distribution channels., • Develop executive dashboards, KPI frameworks, and management reporting that measure growth, retention, profitability, agency productivity, customer acquisition effectiveness, and overall distribution performance., • Partner with Finance to optimize agency economics, compensation effectiveness, producer productivity, customer lifetime value, and channel profitability to support investment decisions and resource allocation., • Partner with Distribution, Product, and Marketing leadership to identify, prioritize, and execute initiatives that increase quote volume, policy growth, partner productivity, and distribution profitability., • Support business development efforts through partner evaluations, business case development, growth opportunity analysis, and strategic planning., • Ensure reporting accuracy, analytical consistency, data governance, and effective use of data across the organization. Leadership & Stakeholder Management • Lead and develop a high-performing team responsible for comparative rater optimization, competitive intelligence, reporting, analytics, and business performance insights., • Establish priorities, allocate resources, and manage team workloads to support strategic business objectives., • Build strong partnerships across Product, Distribution, Marketing, Finance, IT, Operations, Underwriting, and Financial Planning teams., • Present findings, recommendations, and strategic initiatives to executive leadership and translate complex analytical findings into actionable business decisions. QUALIFICATIONS • Bachelor's degree in Mathematics, Statistics, Economics, Actuarial Science, Business Analytics, Computer Science, Finance, or a related field required; advanced degree preferred., • 10+ years of progressive experience in insurance analytics, competitive intelligence, distribution strategy, product management, pricing, business intelligence, or related disciplines., • Minimum 5 years of leadership experience managing analytical, strategic, or business performance teams., • Strong knowledge of personal lines insurance, agency distribution models, customer acquisition strategies, and channel economics., • Experience with comparative rating platforms such as Vertafore, EZLynx, PL Rating, EPIC, Bolt, or similar technologies preferred., • Advanced SQL proficiency and experience working with large-scale data environments., • Strong analytical and reporting skills utilizing Excel, Tableau, Power BI, SAS, Python, R, or similar tools., • Demonstrated ability to influence product, pricing, underwriting, marketing, and distribution strategies through analytical insights and business recommendations., • Exceptional communication, problem-solving, and strategic planning skills. Key Success Metrics • Comparative rater quote volume growth, • Quote-to-bind conversion performance, • Share of #1 and Top 3 quote positions, • Competitive positioning versus key market competitors, • Independent and captive agency premium growth, • Agency productivity and retention performance, • Customer acquisition and conversion effectiveness, • Distribution profitability and channel economics, • Reporting accuracy and timeliness, • Comparative rater implementation quality, • Adoption and utilization of analytical insights, • Executive stakeholder satisfaction SALARY RANGE The pay range for this position is $186,500 to $247,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. PERKS & BENEFITS • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Free onsite gym and health center at our Woodbridge Location, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement ABOUT THE COMPANY The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”. #LI-DNI

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Our ambition to make a positive difference starts with our people. Our values underpin everything that we do at CLS and define our working environment: • Pivotal purpose, • Trusted guardian, • Targeted innovation, • Facilitate connections, • Delivering excellence, • Inclusive culture Job information: • Functional title – Internal Audit – Business Audit, • Department - Internal Audit – Business Audit, • Corporate level - Vice President, • Report to - Executive Director, Corporate Functions Audit, • Location – New Jersey, on-site two days per week, • Expected full-time salary range between $180,000 - $210,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. The Vice President will primarily support the Executive Director (Corporate Functions Audit) in providing risk-based integrated audit coverage and independent assessment of the effectiveness of key processes, controls and risk management across CLS. IA's ways of working reflect the requirements of CLS's designation as a Strategically Important Financial Market Utility (SIFMU). The requirements of the Audit Plan are diverse and challenging. The candidate will support a portfolio of audits. It is important that the candidate be versatile and flexible so equally at home conducting a complex audit standalone, as line managing and guiding a small team. Importantly, the candidate will be expected to have a sound understanding of financial services business practices and will be able to contribute to integrated audits of CLS’s various business divisions. What you will be doing: Audit Management and Execution: (60%) • Support and provide input into the Internal Audit risk assessment process to inform the Audit Plan, • Execution of planning and testing for complex audits and high-level reviews, including designing test strategies, audit test papers and drafting of audit findings & executive summary., • Oversee and prioritize audit delivery across a small portfolio of audits., • Review and mentoring of more junior IA members’ work on relevant methodology and tools to meet audit objectives., • Lead on validation and tracking (with Director/Executive Director oversight) to confirm management’s remediation of audit and regulatory issues., • Actively contributing to the ongoing improvement of audit practices and methodology. Stakeholder Management / Strategic: (15%) • Develop and maintain working relationships with peers and senior management across the organization., • Where required, lead/contribute to the use of data analytics by Business Audit., • To monitor strategic developments within CLS to highlight any unidentified risks or potential control issues., • Perform continuous monitoring of the business through frequent stakeholder engagement, under the direction of senior audit management, to identify emerging risks and issues and report to audit management., • Identify areas for improvement within Internal Audit and play a leading role on department improvement initiatives., • Supporting MI and reporting to executive management, AFC, and senior IA management. People Management: (20%) • Manage direct reports, or other members of the Internal Audit team (including co-source resources), for the applicable portfolio audits., • Performance management of direct reports (including coaching and performance reviews), • Recruitment and retention of talent. Professional Development (5%) • Proactively maintain knowledge, skills, and disciplines, with on-going professional development., • Identify and share useful learning opportunities for other Internal Audit team members., • Maintain the professional standard of the Internal Audit function and work within its agreed Terms of Reference and IIA standards/guidelines, Charter, and Mandate., • Demonstrate adaptability to ensure that the audit focus is maintained on key issues, under the guidance of audit senior management What we’re looking for: • Extensive experience working within Internal Audit in a financial services environment (ideally banking) and / or strong financial and operational audit experience across a range of business audits in a financial institution., • Ability to provide technical subject matter expertise during integrated audits., • Strong analytical skills., • Experience of dealing with all levels of management; ability to influence at all levels., • Excellent communication skills, both written and verbal., • Experience and understanding of regulatory requirements, e.g., FRBNY., • Experience of managing and developing junior colleagues., • Working experience in auditing third-party risk management, finance, or compliance is desirable but not essential., • Experience in supporting Internal Audit MI and reporting is desirable, including reporting to IA management and the AFC on IA internal metrics and performance, and thematic reporting to senior management/AFC on assurance outcomes. Success Factors: • Confident in managing and leading a portfolio of audits., • Proven success in building, developing, and managing a team of auditors., • Excellent interpersonal and communications skills (verbal and written)., • Must be a strong team player but also be able to work independently., • Proactive, self-motivated - ability to plan, organize, perform and manage work with minimal supervision., • Results oriented – able to deliver high-quality results in an environment of changing demands, variable workloads and tight timescales., • Ability to engage and influence senior stakeholders., • Innovative problem-solving approach. Able to think on a broad scale about issues affecting the company, not just those related to IA or the control environment., • Able to interpret internal and external issues and recommend solutions/best practices., • Ability to travel (if needed) abroad and manage audits and direct reports (approx. 1–2 trips per annum). Professional qualifications / certifications • Degree level education (required), • Audit Certifications (desirable) – CMIIA (UK), CIA (US), • Qualified Accountant (desirable) - ACA / ACCA (UK), CPA (US) Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Our ambition to make a positive difference starts with our people. Our values underpin everything that we do at CLS and define our working environment: • Pivotal purpose, • Trusted guardian, • Targeted innovation, • Facilitate connections, • Delivering excellence, • Inclusive culture Job information: • Functional title – Transformation and Change Audit, • Department – Internal Audit, • Corporate level – Vice President, • Report to - Head of Transformation and Change Audit (US), • Location – Iselin, New Jersey. On site 2 days per week., • Expected full-time salary range between $180,000 - $210,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: Audit Management and Execution: (80%) • Execution of planning and testing for complex audits and high-level reviews, including designing test strategies, audit test papers and drafting of audit findings & executive summary., • Review and mentoring of more junior IA members’ work on relevant methodology and tools to meet audit objectives., • Lead on validation and tracking (with oversight) to confirm management’s remediation of audit and regulatory issues., • Actively contributing to the ongoing improvement of audit practices and methodology. Stakeholder Management / Strategic: (15%) • Develop and maintain working relationships with peers across the organization., • Where required, lead/contribute to the use of data analytics by Transformation and Change Audit., • To monitor strategic developments within CLS to highlight any unidentified risks or potential control issues., • Perform continuous monitoring of the project portfolio, under the direction of senior audit management, to identify emerging risks and issues and report to audit management and the Audit & Finance Committee., • Identify areas for improvement within Internal Audit and play a leading role on department improvement initiatives., • Support and provide input into the Internal Audit risk assessment process to inform the Audit Plan. Professional Development (5%) • Proactively maintain knowledge, skills, and disciplines, with on-going professional development., • Identify and share useful learning opportunities for other Internal Audit team members., • Maintain the professional standard of the Internal Audit function and work within its agreed Terms of Reference and IIA standards/guidelines, Charter, and Mandate., • Demonstrate adaptability to ensure that the audit focus is maintained on key issues, under the guidance of audit senior management. What we’re looking for: • Extensive experience working within Internal Audit in a financial services environment (ideally banking) and strong project/program/portfolio audit experience across a range of projects in a financial institution., • Ability to provide technical subject matter expertise during integrated audits., • Strong analytical skills., • Experience of dealing with all levels of management; ability to influence at all levels., • Excellent communication skills, both written and verbal., • Experience and understanding of regulatory requirements, e.g. FRBNY., • Confident in managing and leading a portfolio of project audits., • Proven success in building, developing, and management teams., • Strong team player but also be able to work independently., • Proactive, initiative-taking - ability to plan, organize, perform, and manage work with minimal supervision., • Results oriented – able to deliver high-quality results in an environment of changing demands, variable workloads, and tight timescales., • Able to think on a broad scale about issues affecting the company, not just those related to IA or the control environment., • Able to interpret internal and external issues and recommend solutions/best practices. Professional qualifications / certifications/experience • Bachelor’s or master’s degree (required) in a technology-related field (preferred)., • Project Management Qualifications – PMP, PgMP, PfMP, Prince 2, MSP, PMI or similar, • Internal Audit Certifications – CISA (preferred), CIA, CISM, • Experience of managing a portfolio of Internal Audit Change audit assignments., • Experience of managing and developing team members (preferred), • Practitioner experience within the first line of defense in technology (including expertise in SDLC) and change management (preferred)., • Experience in working for Big Four focused on Change Management audits (preferred), • Experience in working with data analytics tools Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

This position is responsible for general accounting functions and maintaining of the financial books and records for several clients. This position will report to a senior level of the CFO Strategies team with day-to-day accountability to each of the assigned clients. Candidates with CONSTRUCTION Accounting experience required. Percentage of completion accounting and job costing required. WIP experience required. We are a team of experienced financial professionals that works with companies to help them manage their day-to-day accounting, financial reporting, cash flow forecasting, as well as strategic planning, relationship management, and financial contingency planning. A successful candidate for this role is: Flexible: This position requires commuting to our clients in the NJ and NY & NYC area. You must be comfortable with being assigned to several client accounts and being in different locations throughout the work week. Not a typical 9-5 position where you are at one location every day of the week. In a given week you may be remote some days and on site at different locations different days of the week. Client service-oriented: Excited about meeting and exceeding clients’ needs in different industries, especially the construction industry. Reliable and Make recommendations and improvements to help them maintain and grow their business. Goal-oriented: Driven by taking on new challenges and looking for new ways to help our clients succeed. Reliable, results-driven and committed to making an impact from day one. Technically savvy: Experience with accounting work and able to learn new systems and processes quickly. Analytical and detail-oriented: Ability to manage the day-to-day details accurately and analyze data to help clients make informed business decisions. A strong communicator: Able to use effective written and verbal communication to explain technical work in ways that will make an impact to clients. Responsibilities include: Financial Management • Day-to-day accounting department activities, including the timely and accurate accounting and reporting of all transactions., • Monitor cash position of the company, including the preparation of weekly/monthly cash flow projections. Maintain general ledger and prepare reconciliations of all significant accounts with external or other independent records. Prepare journal entries for certain transactions and make adjustments to existing accounts as necessary., • Assist in the preparation of financial statements, based on the percentage of completion method (for construction clients), and prepare other key financial/business reports for management., • Evaluate accounts receivable for collectability and pursuing collections., • Work closely with project managers and chief estimator to ensure timely and accurate accounting and reporting of all job cost information, including percentage of completion of projects, and billings. Ensure any changes or adjustments are recorded on a timely basis., • Prepare all monthly work in process schedules based on the percentage of completion method., • Prepare necessary reports for external parties, including banks and other creditors, insurance and surety companies, underwriters, etc., • Prepare for and participate in audits by external parties, including external accountants, unions, the IRS, etc., • Evaluate the internal accounting controls of the company and making necessary recommendations for improvements. Monitoring compliance with the internal controls and operating procedures, and establishing periodic self-audit procedures., • Benchmark controls, operating procedures, and systems with other similar companies and ensuring that we apply best practices in the industry., • Ensure that all accounting records are adequately backed-up daily. General Management • Support and maintain strategies and work plans for clients in alignment with overall CFO Strategies vision. Participate in regular meetings to oversee the plan and ensure goals and objectives are met., • Work collaboratively with other members of clients’ team and other CFO Strategies team members, where appropriate., • Participate in additional projects for the client and CFO Strategies, as assigned. Requirements & Qualifications: • Bachelor’s degree in accounting, finance, business administration with an emphasis in accounting, or a related field preferred. Professional certification (CPA) a plus. Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations, • Candidates with construction accounting experience required, experience working with AIAs preferred, • Excellent computer skills, including Microsoft Excel (v-look ups, pivot tables). Sage Intacct, Sage 300 (Timberline), Sage 100, Foundation, and other Construction Accounting and operating software experience preferred, • Demonstrated knowledge of accounting and financial processes and Generally Accepted Accounting Principles (GAAP), • Excellent written and verbal communication skills, • Analytical ability to develop and implement improvements or recommendations. Exceptional attention to detail., • Able to work well with senior executives and team and coach and mentor other team members Salary Range: $135,000-$175,000 DOE

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars’ worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world’s most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle – whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Job information: • Functional title – Cyber Business Management, • Department – IT Security, • Corporate level – Vice President, • Report to - Managing Director, CISO US Services, • Location – Iselin, New Jersey. On Site 2 days per week., • Expected full-time salary range between $165,000 - $185,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: • Support workforce development initiatives, ensuring effective frameworks are in place to support individual employee development, and align performance with critical security objectives and CLS goals., • Address cybersecurity-related enquiries and requests from business units, providing advisory support and communicating security risk within the wider business context to support strategic engagement., • Foster effective collaboration between the IT Security function and business stakeholders, for example,, • Informing business units of relevant security requirements, changes to requirements (e.g., updated Policy), and relevant activity in Security., • Facilitating cross-functional cybersecurity collaboration between business units and wider Security during business-as-usual security management as well as non-BAU events (e.g., projects, incident management)., • Work closely with the Office of the Chief Information Officer (oCIO) to ensure strategic alignment and operational excellence in IT Security, for example,, • Development of procurement plans for cybersecurity tools and services, establishing clear criteria for vendor selection and secure onboarding., • Cybersecurity capacity and budget planning, including optimizing staffing levels, scheduling, and resource allocation (e.g., budget and future workforce, expense tracking, talent acquisition and retention etc.)., • Support the comprehensive engagement and reporting for cybersecurity governance, for example,, • Coordination of forum logistics, agenda preparation, and governance and reporting material development., • Serving as the secretariat capability for IT Security governance fora, facilitating discussions and documenting decisions, actions and escalations., • Coordinate the development of materials to be used as IT Security inputs into broader, organization-wide governance forums and reporting structures (e.g., materials to be reported to Board. What we’re looking for: A security professional who can: • Provide expert contributions to the strategic alignment and operational effectiveness of the Business Management function within CLS's IT Security Function, ensuring its contribution to overall security strategy., • Execute initiatives to enhance the efficiency and effectiveness of IT Security business operations. For example, supporting budgeting processes, employee development frameworks, and procurement activities within the IT Security Function., • Identify and address key operational priorities within Business Management to strengthen the function's contribution, by focusing efforts on tailoring work and programs for CLS specific needs., • Foster strong relationships with key stakeholders across CLS. For example, supporting the engagement with finance, procurement, and other IT Security teams to ensure effective resource allocation, performance tracking, and operational alignment. Professional qualifications / certifications: • Experience in business management, operations, or program management (6-8 years), including ~4-5 years in a specialist role within a cyber security or technology function., • Experience in:, • Operating within highly regulated environments, ensuring adherence to operational and compliance standards., • Reporting on project progress and technical insights to senior management., • Supporting and participating in governance working groups or providing input to governance forums., • Understand, interpret and apply regulatory requirements, compliance and industry standards as pertains to Business Management for Cybersecurity. Our commitment to employees: • At CLS, we celebrate inclusion and consider this to be one of our strongest assets. We are committed to fostering an environment in which everyone feels comfortable to be who they are, and inclusion is valued. All employees have access to our inclusive benefits, including:, • Holiday - UK/Asia: 25 holiday days and 3 ‘life days’ (in addition to bank holidays). US: 23 holiday days., • 2 paid volunteer days so that you can actively support causes within your community that are important to you., • Generous parental leave policies to ensure you can enjoy valuable time with your family., • Parental transition coaching programmes and support services., • Wellbeing and mental health support resources to ensure you are looking after yourself, and able to support others., • Employee Networks (including our Women’s Forum, Black Employee Network and Pride Network) in support of our organisational commitment to embrace and always be learning more about inclusivity., • Hybrid working to promote a healthy work/life balance, enabling employees to work collaboratively in the office when needed and work from home when they don’t., • Active support of flexible working for all employees where possible., • Monthly ‘Heads Down Days’ with no meetings across the whole company., • Generous non-contributory pension provision for UK/Asia employees, and 401K match from CLS for US employees., • Private medical insurance and dental coverage., • Social events that give you opportunities to meet new people and broaden your network across the organisation., • Annual flu vaccinations., • Discounts and savings and cashback across a wide range of categories including health and retail for UK employees., • Discounted Gym membership – Complete Body Gym Discount/Sweat equity program for US employees., • All employees have access to Discover – our comprehensive learning platform with 1000+ courses from LinkedIn Learning., • Access to frequent development sessions on a number of topics to help you be successful and develop your career at CLS. Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure, with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,’ we run a range of initiatives that support a sense of belonging, as well as physical, emotional and mental well-being. Our extensive benefits for employees typically include: • Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days, • Private medical and dental cover and life insurance, • Generous pension contributions in the UK and Asia; matching 401(k) in the US, • Paid volunteer days, • ‘Locate for your day’ hybrid working - 2 days a week in office, • Access to Discover – our learning platform with 1000+ courses from LinkedIn Learning, • Paid parental leave / Coaching and support services, • Career development / LinkedIn Learning, • ‘Heads down days’ with no meetings on the last Friday of every month, • Wellbeing / Mental health support, • Employee Networks (Black Employee Network, Parents & Caregivers Network, Pride Network, Sustainability Network, Veterans Network, Women’s Forum), • Social events Awards: • The Sunday Times Best Places to Work 2023, 2024, 2025 / Big Company / The Sunday Times Awards, • Third place in Britain’s Healthiest Workplace 2022 / Medium Company / Vitality Awards

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

We are seeking a skilled Tax Accountant to assist with a high volume of tax returns. The ideal candidate should have knowledge of individual, partnership and S crop returns and should be able to handle up to 500 1040's a season. In addition, the ideal candidate should have a degree in accounting and be comfortable coming on site.