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Guides Financial Analysts and support staff in completion of projects and duties. Serve as a cross-functional financial partner and mentor, resolving complex issues with research administration/compliance teams and guiding junior analysts. Manage monthly/quarterly financial cycles and ensure accurac

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc. FourLeaf Federal Credit Union offers a compre

The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Personal Banker Safe Act - Manhasset Branch. Work with business credit requests less than $250K, recognize/

The role will be primarily focused on industrial and multifamily real estate, evaluating a steady flow of off-market and marketed opportunities that align with our buy box. Underwrite industrial and multifamily real estate deals using Excel and internal tools. SimpleCITI Companies is a vertically in

Your Role: The Tax team in Garden City is hiring a Senior Tax Preparer to join our dynamic group of tax professionals. The Senior Tax Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns.

The Premium Insurance Field Auditor conducts insurance policy audits for Worker's Compensation, Auto and General Liability policies. Why work for the EXL Insurance Premium Audit Team?. If you are looking for a fast paced, self-motivating work environment from home, this job may be for you! Working f

Bridge Specialty Group is seeking Senior Accountant to join our growing team in Garden City, NY!. Senior Accountant is responsible for all aspects of general ledger accounting, financial reporting, financial forecasting and budgeting, and certain reconciliations as well as a business partner to our

Monitors day-to-day finance operations, including but not limited to, financial reporting, budget, accounting records, grant operations, general ledger, taxes, data reporting, quality control and compliance with regulatory requirements. Lead Financial Operations Specialist. The Lead Financial Operat

Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's a

Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase. At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. As a Relationship Banker in a Chase Branch, you will

This opportunity is with a company in Long Island, NY specializing in the construction industry. Wrap programs and construction insurance. Hands-on experience with construction-focused property & casualty insurance, including:.

The Accounting Analyst will play a key role in maintaining the integrity of financial data, improving reporting processes, and ensuring compliance with regulatory requirements, supporting the company's overall financial health. Bachelor's degree in Accounting. At least 2-3 years of experience in acc

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualiz

Advanced proficiency in Microsoft Office with an emphasis on Microsoft Excel, including pivot tables, formulas, and financial modeling. Maintain comprehensive documentation control including contract amendments, approvals, and financial reports. Support the transition to new Project Management Softw

A busy New York hospital is seeking a financial analyst to support strategic decision-making through detailed financial analysis and reporting. Responsibilities include compiling, analyzing, and distributing financial data to internal stakeholders. Develop and maintain financial reports, dashboards,

Essential Job Duties and Responsibilities:.Conduct assigned financial and operational audit engagements and special investigations successfully from beginning to end.Obtain and evaluate accounting documentation, previous reports, data, and flow charts to detect deficient controls, duplicated effort,

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Financial Services - International Corporate Tax Advisory - Tax Manager. The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda Transaction Tax Advisory, International

Under supervision, assists projects that support financial and operational goals of the system.Helps in conducting business initiative analysis; monitors status of initiatives and projects.Under the mentorship of assigned hospital and department leadership, participates in strategic, operational and

Ideal candidate should have a minimum of one year's experience for Assistant Underwriter positions and three years for Underwriter positions. We are currently seeking a dedicated Insurance Underwriter with experience in commercial lines.

Advisory | Accounting | Audit | Tax | Payroll. Garden City, New York, United States CONSULTANT Or refer someone Job Openings Advisory | Accounting | Audit | Tax | Payroll. About the Job Advisory | Accounting | Audit | Tax | Payroll.

Senior Credit Officer For Business Banking.Bring your expertise to JPMorgan Chase.As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using

Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial services, life and

Conduct as lead auditor / auditor the local and global IT audits, this includes writing the findings and drafting the audit report. Internal Auditor It Applications. The "Internal Auditor IT Applications" is responsible for auditing DWS's technology and security controls.

Job Description TAX ACCOUNTANT - P/T JERICHO CPA FIRM seeks part-time tax accountant to do individual/partnership/corporate tax returns, write-ups & closings. Interns welcome. QB knowledge a plus. Flexible hours.

Job Description We are looking for a Staff Accountant with 3+ years of pubic accounting experience to join our team! Responsibilities: • Prepare and examine accounting records, financial statements, taxes, and other financial reports, • Analysis of accounts for business operations, • Assist with audits, review, and compilations, • Communication and consultations with clients, • Previous experience in accounting and taxation, • Fundamental knowledge of GAAP, • Experience with current computer accounting programs. Knowledge of Quickbooks and Lacerte a plus, • Detail and deadline-oriented, • Strong analytical and problem solving skills, • Ability to communicate with clients and management Benefits include health insurance and pension. Salary commensurate with experience. Company DescriptionWe are a high quality accounting firm that covers all aspects of accounting including tax, consulting and attest work.We are a high quality accounting firm that covers all aspects of accounting including tax, consulting and attest work.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience. Spanish speaking a plus! Responsibilities • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Establish customer relationships and follow up with customers, as needed., • Maintain a strong work ethic with a total commitment to success each and every day.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • Profit sharing, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement in my agency, • Learning to market property/casualty, life, health and bank products, • Setting sales and growth goals, • Working closely with the agent to gain an understanding of the agents role and office logistics, • Learning how to network effectivelyIf you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process

Job Description The Atlantic Group has partnered with a boutique CPA firm. They have an immediate need for an Accountant to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Staff Accountant Essential Duties and Responsibilities: -Process month-end balancing and journal entries. -Complete the month-end process. -General ledger analysis of accounts. -Prepare monthly Standard Reporting Package. -Prepare payroll and sales tax returns. -Prepare and reconcile cash disbursements. -Prepare individual and corporate tax returns. -Assist with other duties associated with a full service CPA firm. Work Schedule: 4 days in the Flushing, Queens office. 1 day in the Tuckahoe, NY office Qualification/Requirements: -Bachelor’s degree required -Bachelor's degree in Accounting preferred -1-5 years of Accounting experience required -The successful candidate should have excellent computer (Excel, Word) skills; exceptional problem solving abilities and good organizational skills. ID: 48041

Job Description The Accountant plays a critical role within a large team dedicated to ensuring financial compliance, managing budgets, and providing detailed financial analysis and reporting. This position primarily utilizes Excel and other accounting software to maintain accurate financial records, prepare for audits, and support the overall financial health of the organization across various industries. CHINESE SPEAKING IS REQUIRED!!! Responsibilities • Prepare and maintain financial reports and general ledger entries, • Manage budgeting processes and monitor budget adherence, • Handle accounts payable and accounts receivable transactions, • Conduct financial analysis to support decision-making, • Assist in audit preparation and ensure compliance with regulations, • Be responsible in manage or oversee payroll, ensuring accurate employee compensation, tax withholdings, and regulatory compliance Preferred Qualifications • 2+ years of experience in accounting roles, • Bachelor’s degree in Accounting or Finance, • CPA certification, • Proficiency with QuickBooks and Microsoft Excel, • Experience in budgeting, financial reporting, and tax preparation, • Strong attention to detail and analytical skills, • Effective time management and communication abilitiesCompany DescriptionAlley Pond is redefining what a golf experience looks like in New York. We’re building more than a venue — we’re creating a social hub where golf, design, and lifestyle come together. From curated retail to elevated food & beverage, every detail is intentional. This is a rare opportunity to be part of an opening team shaping the future of urban golf. If you enjoy fast-paced environments, take pride in execution, and want to grow with a brand from day one — you’ll fit right in.Alley Pond is redefining what a golf experience looks like in New York.\r\n\r\nWe’re building more than a venue — we’re creating a social hub where golf, design, and lifestyle come together. From curated retail to elevated food & beverage, every detail is intentional.\r\n\r\nThis is a rare opportunity to be part of an opening team shaping the future of urban golf. If you enjoy fast-paced environments, take pride in execution, and want to grow with a brand from day one — you’ll fit right in.

The ideal Chief Financial Officer will play a critical role in shaping FCA’s financial strategy, strengthening financial sustainability, and ensuring strong stewardship of resources in support of our mission. Oversee budgeting, financial planning, forecasting, and long-term financial sustainabilit

Job Description TAX ACCOUNTANT Salary: $60,000 – $80,000 (DOE) Location: Mineola, NY 11501 FULL TIME, ON-SITE POSITION A well-established national financial services firm is seeking a full-time Tax Accountant to join its Mineola, NY office. This is an excellent opportunity for a detail-oriented accounting professional who enjoys working directly with clients and preparing both individual and business tax returns. GREAT CAREER POTENTIAL, MULTI LOCATION OFFICES. Qualifications: • Minimum 3 years’ experience preparing individual and business tax returns, • Strong client-facing communication skills, • 1+ years’ experience using UltraTax software (business return experience a plus), • Familiarity with sales and payroll tax filings, • Detail-oriented and highly organized, with the ability to manage multiple deadlines, • Positive, team-oriented professional approach Responsibilities: • Conduct client interviews and gather financial documentation, • Review financial data for accuracy and completeness, • Prepare individual and small business tax returns, • Provide guidance on tax and accounting matters, • Respond to client inquiries and research tax-related issues, • Assist with sales and payroll tax filings, • Support additional projects as assigned Benefits: • Competitive base salary ($60K–$80K), • Retirement plan with company contribution, • Paid holidays, vacation, and sick leave, • Medical, dental, and vision insurance optionsCompany-paid life and disability coverage

Job DescriptionBenefits: • 401(k), • Health insurance, • Competitive Compensation, • Great Work Environment Primary Responsibilities: Assist and work directly with the Accounting Manager to support financial processes. • Financial Reporting: Assist prepare monthly, quarterly, and annual financial statements (e.g., balance sheets, income statements) in compliance with Generally Accepted Accounting Principles (GAAP) and regulatory guidelines., • Internal Controls: Assist in formulating and implementing internal controls and policies to ensure compliance with legal and organizational standards, identifying and resolving discrepancies., • Accounting Operations: Assist daily accounting tasks, including accounts payable, accounts receivable, journal entries, and general ledger maintenance., • Budgeting and Forecasting: Support the development and monitoring of budgets and financial forecasts, analyzing variances and providing insights for decision-making., • Audit Support: Coordinate and support internal and external audits, preparing necessary documentation and liaising with auditors., • Process Improvement: Implement and improve accounting systems, streamline financial processes, and enhance operational efficiency., • Team Collaboration: Work closely with the Controller, accounting team, and other departments to provide financial insights, train staff, and ensure accurate reporting.Qualifications, • Education: A Bachelors degree in Accounting, Finance, Business Administration, or a related field is typically required., • Experience: At least 3 -5 years of progressive experience in accounting experience., • Technical Skills: Proficiency in accounting software, QuickBooks, and Microsoft Office, particularly Excel., • Soft Skills: Strong analytical and problem-solving skills, attention to detail, excellent communication (written and verbal), leadership, and the ability to work independently and collaboratively., • Knowledge: Thorough understanding of GAAP, financial regulations, and industry-specific standards. Knowledge of tax laws and compliance is essential., • Other: Distribution, real estate, and testing lab experience and the ability to manage teams or handle sensitive financial data confidentially.

Job Description We are looking to add a Staff Accountant to our Team; this position will be in Garden City with training in Jamaica. Responsibilities: • Perform assigned accounting functions, complete assigned reports and analysis and provide accurate and timely information for review., • Responsible for preparing monthly journal entries and account reconciliations., • Responsible for tracking of fixed assets, construction in progress and capital leases., • Responsible for tracking prepaid assets., • Create and analyze supporting schedules and general ledger accounts for monthly and year end closing., • Perform varying account analysis and work papers., • Completes special projects as necessary., • Performs related duties as assigned and unrelated duties as requested., • Microsoft Office with heavy concentration in Excel mandatory., • Knowledge of INFOR software a plus., • Excellent communication and organization skills. Required Education & Experience: • Bachelor's Degree with a major in Accounting required, • College graduate, • Most have concentrated knowledge in Excel & Microsoft Office

Job DescriptionFinancial Advisor / Registered Representative / AgentWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients the service that they deserve, we can help. Job descriptionNew York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual fundsAs a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:• Highly self-motivated and self-disciplined with the ability to work effectively and independently• Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others• Fearless, positive attitude and willingness to be accountable for results• Organized, detail-oriented and excellent time-management skills• Desire for continuous learning• Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner Why New York Life?From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.Our extensive, agent-focused resources include:• Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path• The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other professionals by being able to share commissions on client referrals that lead to sales• Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support• Dedicated underwriters who work diligently on cases• Committed managers who don’t sell; instead they’re dedicated to helping you succeed• A team of highly-trained, experienced product consultants to support your client acquisition needs• Significant income potential• Competitive l benefits, including a defined benefit pension plan and 401k About New York LifeWe are among the strongest and most respected financial companies in America today, ranking #67 on the 2021 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). *Source: Independent Third Party Ratings Reports as of 9/12/2019. For over 66 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender IdentitySMRU 1708927 (Exp. 9/1/21)1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.

Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and compl

Job Description This is an on-site position located in Roslyn, NY. General Summary: This position assists and supports the underwriting function by ensuring information submitted is complete and accurate for rating of new business, renewals, and mid-term changes. Provides cursory review of risk to aide in the underwriting process as well as other duties as requested. Important Note: The Underwriting Assistant role is a temporary-to-hire employment opportunity. During the three-month trial period, skills, performance, and compatibility with the organization will be evaluated. If both parties find the role suitable after this period, an offer may be extended for regular full-time employment as an Underwriting Assistant. Essential Duties & Responsibilities: • Support the development, growth, and maintenance of an assigned book of business working directly with UW staff., • Work pro-actively with underwriter(s) in support of our new and renewal client base., • Responsible for providing the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance., • Provide exceptional customer service by processing binders, policy issuance and midterm service requests within established timeframes., • Work with underwriter(s) to coordinate and solicit renewal submissions in accordance with established timeframes., • Performs initial review, triage and processing of new business and renewal submissions., • Sets up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories., • Coordination of documentation for underwriting files., • Processes system transactions relative to assigned product line ensuring the highest level of precision., • Prepares non-automated policy forms, letters, documents and sends to appropriate clients and brokers., • Reviews binders and policies for accuracy., • Proficient in running established data warehouse reports., • Participate in learning and development opportunities online, in person and group training sessions as needed., • Provide assistance to the underwriters in the assigned territory by preparing necessary policy documents to Agency/Broker visits., • Maintains highest level of customer service and produces accurate work with minimal mistakes., • Understand and achieve productivity requirements to meet underwriting objectives., • Responds in a timely and professional manner to internal processing requests and external queries received from our brokers and clients., • Demonstrates a sense of urgency and consistently meet processing deadlines per underwriting service standards., • Associate degree and/or 2-3 years insurance or related experience required. Customer service background preferred., • Must be proficient in Microsoft Office Suite., • Participate in assigned projects and departmental efforts as an active and positive team member., • Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients., • Excellent verbal and written communication skills., • Must be detailed oriented and have good organizational skills., • Ability to work without direct supervision, make independent decisions and meet specific deadlines. The actual compensation will be determined by experience and other factors permitted by law.

Job Description Position Overview We are seeking a detail-oriented and highly organized Assistant Project Manager / Project Accountant to support the financial and administrative management of a large-scale mixed-use construction project on Long Island. This hybrid role bridges project management and accounting, ensuring accurate financial tracking, compliance with incentive programs, and smooth coordination between project teams, subcontractors, and ownership. The ideal candidate has strong construction accounting experience, a solid understanding of project cost controls, and familiarity with Industrial Development Agency (IDA) agreements and reporting requirements. Key Responsibilities Project Accounting & Financial Management • Manage all project-related financial tracking, including job cost reporting, budget monitoring, and cost forecasting, • Process and track subcontractor requisitions, lien waivers, and vendor invoices, • Assist with preparation of monthly owner requisitions and draw packages, • Maintain accurate cost codes and ensure proper allocation of expenses, • Reconcile project costs against budgets and identify variances, • Assist in administering and tracking compliance with IDA agreements, including sales tax exemptions and reporting requirements, • Maintain documentation for IDA benefits, including material purchases and contractor certifications, • Coordinate with project team to ensure adherence to IDA-related requirements (e.g., reporting, local labor, or procurement provisions, if applicable), • Support Project Manager in day-to-day operations of the project, • Track contracts, change orders, and project commitments, • Assist with procurement and subcontractor onboarding processes, • Coordinate with field teams, subcontractors, and consultants to ensure timely flow of information, • Prepare monthly financial reports and project status updates, • Assist with schedule tracking and milestone reporting, • Maintain organized digital and physical project files, • Bachelor’s degree in Accounting, Finance, Construction Management, or related field, • 3–7 years of experience in construction accounting, project coordination, or similar role, • Strong understanding of construction job costing and financial reporting, • Experience with IDA agreements or similar tax incentive programs strongly preferred, • Proficiency in construction accounting software (e.g., Sage 300/Timberline, Procore, or similar), • Strong attention to detail and accuracy, • Ability to manage multiple priorities in a fast-paced environment, • Excellent communication and organizational skills, • Proactive problem solver with a collaborative mindset, • Ability to interface with both accounting and field personnel effectivelyCompany DescriptionMid size construction management firm located in Fairfield County.Mid size construction management firm located in Fairfield County.

We are seeking a highly experienced CFO with Private Equity Real Estate experience that can deliver exceptional returns for its owners and investors, while safeguarding downside.The ideal candidate will have a minimum of 10 years' experience in commercial real estate finance with deep rooted attenti

Job Description Must be proficient in Quick Books. Candidate has to enter bank statements into quick books, help during tax season. The position could become permanent

Job Description western union office teller position , experience with cash count

Job Description We are looking for a Staff Accountant to join our team! You will be responsible for preparing and analyzing financial records for our company. Responsibilities: • Prepare and examine accounting records, financial statements, taxes, and other financial reports, • Develop and analyze reporting for business operations and budgets, • Perform audits, ensuring adherence to standard requirements, • Create new processes to improve financial efficiency, • Previous experience in accounting or other related fields, • Accoounting degree, • Experience with current computer accounting programs and reporting tools, • Detail and deadline-oriented, • Strong analytical and problem solving skills

Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Job Description CBIZ Talent Solutions is working with our Northern Nassau County family CPA firm client seeking a detail-oriented Accountant to join their growing team onsite. The ideal candidate will have experience in audit and tax. This role requires excellent technical skills and the ability to adapt in a fast-paced environment. Key Responsibilities: • Perform audits, compilations, and reviews for a diverse client portfolio., • Prepare and review individual, corporate, and partnership tax returns with accuracy and attention to detail., • Manage multiple assignments simultaneously., • Apply expert technical skills and problem-solving abilities to daily responsibilities., • Provide support and insight of accounting issues as needed., • Adapt to changing priorities and deadlines with a flexible and positive approach. Qualifications: • 2-4 years of prior experience within audit and tax required., • Good working knowledge of accounting and auditing standards and pronouncements., • Strong technical proficiency with Microsoft Office Suite and relevant accounting software (ProSystem, Audit Engagement Software)., • Excellent organizational, communication, and interpersonal skills., • Real estate industry experience is highly desirable but not required. Compensation range is between $100-$130K annually plus excellent benefits. For immediate consideration, please submit resumes with salary requirements to: with "Nassau Accountant" in the subject field. CBIZ Talent & Compensation Solutions is an Equal Opportunity Employer. CBIZ Talent & Compensation Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Job DescriptionDescriptionWei, Wei & Co., LLP (WWC) is a dynamic, growth-oriented CPA firm serving clients across the U.S. and internationally. We are seeking a seasoned Internal Bookkeeping & Billing Specialist to join our internal finance team. This is not an entry-level role—ideal candidates will bring hands-on, lived experience in managing bookkeeping, billing, and financial reporting within a professional services environment. If you are a detail-driven, proactive professional with a passion for accuracy and efficiency, we’d love to hear from you. Key ResponsibilitiesDuties & Responsibilities (include, but are not limited to): • Bookkeeping & Reconciliation: Maintain accurate books, reconcile accounts (bank, credit card, GL), and ensure proper allocation of all transactions., • Billing & Invoicing: Prepare timely client invoices, monitor outstanding balances, and proactively resolve discrepancies., • Financial Reporting: Assist in monthly/quarterly reporting, and support audits with well-organized documentation., • Expense Management: Track expenses, monitor budget adherence, and provide insights on cost control., • Experience Required: Minimum 2–5 years in bookkeeping and billing (CPA firm, law firm, or professional services experience preferred)., • Proficiency in accounting systems (QuickBooks or similar) and Excel/MS Office Suite., • Strong attention to detail and accuracy; ability to manage multiple priorities., • Professional integrity, discretion with financial information, and excellent communication skills.This role is a great fit if you thrive in a fast-paced professional services environment, take ownership of your work, and enjoy being a key contributor to the financial stability of the firm.

Job DescriptionDescriptionUnder the direct supervision of the Supervisor/Manager/Partner, this position will require independent judgment to plan, prioritize and organize a diversified workload, and recommend changes in office practices or procedures. Key Responsibilities • Perform attestation and consulting engagements, including but not limited to, compilations, reviews, agreed-upon procedures, audits, and financial due diligence in accordance with AICPA, ISA, PCAOB, and other professional standards., • Plan audit fieldwork for internal control evaluations and audit tests to assess internal control risk and evaluation of the adequacy and effectiveness of internal controls., • Conduct internal control reviews, and financial and compliance audit tests to determine the financial status of the assigned client(s)., • Perform specific audit procedures and prepare work papers including documenting the audit procedures performed., • Communicate with clients to request various materials, statements, and work papers necessary for the engagement., • Review said materials/documents and compose the necessary summary memos., • Identify, develop, and document audit issues and assist in the preparation of a draft audit report., • Prepare other comprehensive written reports including various and applicable findings, questionable costs, and recommendations in accordance with applicable Professional and Firm standards., • Perform duties under the supervision of a CPA., • Prepare Finalized Reports for Client Distribution (must align with internal reports protocol), • Language: Chinese (Mandarin) is preferred due to the Firm's client base., • Minimum of a Bachelor’s degree in Accounting, Business Administration with a concentration in Accounting, or a closely related field., • Minimum of 3 months to a year of experience in accounting or audit work., • Knowledge of preparing financial statements and compiling financial statements., • Excellent analytical and communication skills are also important.

Job DescriptionDescriptionUnder the direct supervision of the Supervisor/Manager/Partner, this position will require independent judgment to plan, prioritize and organize a diversified workload, and recommend changes in office practices or procedures. Key Responsibilities • Assist with work products such as tax analysis, client and/or government correspondence, memorandums to file and other workpapers that document the engagement procedures performed, any findings, and the results of those procedures., • Assist in preparation of the corporation, partnership and individual tax, as well as sales and payroll tax reporting. Participate in preparation of supporting documentation, such as the client books and records and assure work is completed within agreed upon time frames., • Collection of information related to the assigned tax engagements and complete the processes before tax preparation., • Become familiar with the services the Firm provides and actively looks for future service opportunities with client. Listens carefully to client questions and needs., • Brings potential opportunities to the attention of the Firm., • Maintain a professional development plan to continually develop technical and professional skills consistent with the Firm’s requirements and philosophy. Keeps skills and knowledge up to date. Seeks opportunities to work on areas that will further develop skills. Skills Knowledge and Expertise • Language REQUIRED for this role: Candidates must be able to communicate in both Chinese/Mandarin and English due to the firm's client base., • Minimum of a Bachelor’s degree in Accounting, or Business Administration with a concentration in Accounting, or a closely related field., • Minimum of 3-4 years of experience in accounting or tax work, • Excellent analytical and communication skills are also important.

About the EXL Insurance Premium Audit Group: A leader in the field, EXL can complete all levels of premium audits on all auditable exposure types. Total Quality Management -Premium Audit. Using a Premium Audit selection model, the team can predict the likelihood of policy misclassification, automati