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Job Description Are you looking for a career that rewards your effort with more than just a paycheck? We are hiring an B2B Sales & Account Manager to join our Long Island-based team. We represent top-tier office supply brands and business solutions, helping local companies across Long Island run more efficiently. This role is designed for those who want to master the fundamentals of professional sales and fast-track their way into leadership. We provide hands-on training and a clear, performance-based path to management—no glass ceilings, just results. Key Responsibilities Business Acquisition: Execute direct B2B sales strategies, meeting with business owners face-to-face to introduce our office supply products. Client Presentations: Deliver professional in-person presentations tailored to the specific needs of local businesses. Relationship Management: Build and maintain long-term partnerships with new and existing clients to ensure continued satisfaction. Market Strategy: Collaborate with the team to coordinate territories, track sales performance, and identify new growth opportunities. Reporting: Analyze sales data and report on individual and team results to help refine our outreach strategies. What We’re Looking For Sales-Minded: Previous experience in sales or customer service is a plus, but we prioritize a goal-oriented, "can-do" attitude. Natural Leaders: Experience as a team lead or supervisor is a major advantage. Strong Communicators: You can build rapport quickly and represent the company with professionalism. Mobility: You have a reliable vehicle and enjoy being out in the field daily within the Long Island area. Self-Motivated: You are organized, coachable, and driven by hitting targets. Why Join Us? Competitive Pay: $55,000–$65,000 base salary (depending on experience) + uncapped commissions and performance bonuses. Growth: Clear path into leadership and management roles within 12–18 months. Support: Ongoing mentorship and a high-energy, team-oriented work environment. Schedule: Stable Monday–Friday hours (8:00 AM – 5:00 PM). Company: JP Impact Group Location: Long Island, NY (In-Person) Compensation: Base Salary + Uncapped Commission + Bonuses Requirements: Reliable vehicle and U.S. work authorization required. Ready to launch your sales career in 2026? Apply today! Company DescriptionWe excel in creating direct, face-to-face connections to promote our clients’ products and services. By prioritizing personalized interactions, we ensure a deeper and stronger customer experience. Our commitment is to both the success of our clients and market growth. By providing our team members with valuable opportunities, we drive excellence in every client interaction. We deliver customized solutions that effectively meet client objectives and achieve impactful outcomes.We excel in creating direct, face-to-face connections to promote our clients’ products and services. By prioritizing personalized interactions, we ensure a deeper and stronger customer experience. Our commitment is to both the success of our clients and market growth. By providing our team members with valuable opportunities, we drive excellence in every client interaction. We deliver customized solutions that effectively meet client objectives and achieve impactful outcomes.

Job DescriptionBenefits: • Competitive salary, • Paid time off, • 401(k) matching, • Health insurance ROLE DESCRIPTION: As Account Manager (Inside Sales Position), you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Establish customer relationships and follow up with customers, as needed., • Build referral partners to create leads and help more people., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification, • Promote successful and long-lasting customer relations.QUALIFICATIONS:, • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred in THE INSURANCE INDUSTRY., • Experience managing client relationships is preferred, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal, and listening, • Able to anticipate customer needs, • Able to effectively relate to a customerBENEFITS:, • Paid time off (holidays and personal/sick days), • Salary plus commission/bonus, • Health benefits, • Growth potential/opportunities for advancement within my agency

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary Do you love people, thrive in a fast-paced environment, and have a knack for closing sales? Were looking for a high-energy Retail Account Manager to be the face of our brand. If you're passionate about delivering amazing customer experiences and crushing sales goals, this is the role for you. What Youll Do: Greet, engage, and assist customers with a friendly and professional attitude Learn our products inside and out to confidently answer customer questions and make recommendations Drive in-store sales through product knowledge and upselling Meet and exceed daily, weekly, and monthly sales targets Be a team playersupport your coworkers and contribute to a fun, positive atmosphere What Were Looking For: 1+ year of retail, customer service, or sales experience (preferred, but well train the right personality!) Strong communication and interpersonal skills A passion for helping people and closing sales Energetic, reliable, and coachable Available to work flexible hours, including weekends and holidays What Youll Get: Competitive hourly wage + commission + performance bonuses Opportunities for advancement and training A supportive, energetic team environment

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Liam Masterson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Profit sharing, • Training & development ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Arthur Huth - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred., • Bilingual Spanish preferred.

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Company parties, • Competitive salary, • Paid time off Position Overview Are you outgoing and sales-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • 401K, • Salary plus commission/bonus, • Paid time off (vacation and personal/sick days), • Flexible hours, • Growth potential/Opportunity for advancement within my agencyRequirements, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf 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. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm. Flexible work from home options available.

Job DescriptionBenefits: • Competitive salary, • Free food & snacks, • Help or transport service, • Opportunity for advancement, • Paid time off, • Training & development Account Associate ROLE DESCRIPTION: As an Account Associate for Marwan Jaser Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Simple IRA, • Hiring bonus, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: I opened my agency in 2020 and currently lead a team of seven. Before becoming an agent with State Farm, I worked at a State Farm agency, which gave me valuable experience and insight into what it takes to build and run a successful office. Im a graduate of Saint Michael's College, married with two kids, and outside of work I enjoy golfing, watching sports, spending time at the beach, and being with friends and family. Our agency offers PTO, production-based quarterly bonuses, a Simple IRA, and a fun, team-oriented environment that includes birthday lunches and holiday parties. We believe in recognizing hard work and creating a workplace people enjoy being part of. Our culture is centered around teamwork, consistency, and growth. Im looking for someone who is dependable, motivated, and enjoys working in a collaborative environment. The right person will bring a positive attitude, strong work ethic, and a desire to contribute to the teams success. If youre looking for a place where you can grow your career while being part of a supportive and energetic team, this could be a great fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Michael Cracchiola - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement, • Paid time off, • Signing bonus, • Training & development, • Competitive salary ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Kevin Dignam - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.About Us: My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in North Bellmore, NY and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance

Job DescriptionBenefits: • Holiday pay, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: Ive had a fulfilling 19-year career as a State Farm Agent and am always excited to welcome team members who are passionate about this industryespecially those aspiring to become agents themselves. Our agency is proud to be recognized for its excellence, and we foster a professional yet fun environment centered on continued growth and learning. Team members who help us reach our goals are rewarded not just through commission and bonus opportunities, but also with team lunches, promotional trips, and other exciting incentives that celebrate hard work. Were also committed to giving backI volunteer at a local food bank, and our team actively sponsors youth and collegiate sports programs. As a bilingual team, were proud to serve our neighbors across Long Island and the greater New York City area. If youre growth-minded, community-focused, and ready to build a meaningful career, wed love to hear from you. Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Our top sales performers have two qualities that set them apart from all others and allow them to create exponentially higher monthly commissions: • They have a process of relentless follow up with prospects that extends over time., • They utilize social media to reach out to leads sources and develop relationships with related businesses and potential customers.Responsibilities:, • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.Requirements:, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environment If 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. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • Licensing paid by agency, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: Our agency opened in 2000 and is a close-knit team of six built on decades of experience. Ive spent over 33 years with State Farm, bringing a deep understanding of the business and a strong commitment to serving our customers. Im a graduate of Queens College and a proud wife and parent. I stay active in the community by volunteering at a local animal shelter and participating in organizations like the Chamber of Commerce and Lions Club. For our team, we offer group life benefits, health benefits, bonus opportunities, and a strong focus on work-life balance. We also enjoy team-building events, quarterly outings, and a fun office environment with snacks, coffee, and occasional team lunches. Our office culture is supportive, long-tenured, and team-oriented. Were looking for someone who is outgoing, adaptable, and self-motivated - someone who takes initiative, brings positive energy, and wants to grow as part of a collaborative team. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Victoria Van De Ven - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job Description Legal Billing Specialist Location: Uniondale, NY, US About Cullen and Dykman LLP Cullen and Dykman LLP is a full‑service law firm that has been serving clients since 1850. Our professional staff plays a key role in the firm’s continued growth and success, and we are committed to fostering a collaborative and supportive work environment. We are seeking a full‑time Legal Billing Specialist to join our high‑volume Billing Department in our Uniondale office. What You’ll Do In this role, you will support the firm’s billing operations by ensuring timely, accurate, and compliant invoice processing for a large portfolio of insurance defense matters. Key Responsibilities: • Process monthly and quarterly client billing invoices., • Review client billing instructions to ensure full compliance with guidelines., • Research and resolve billing issues; collaborate with partners, assistants, and billing staff to ensure accuracy and completeness., • Submit and monitor e‑billed invoices; resolve discrepancies and rejected invoices promptly., • Track delayed payments and follow up as needed. What You’ll Bring • Bachelor’s degree in Business, Accounting, or Finance preferred., • 2+ years of relevant billing experience, required, • Experience with legal billing systems and time & billing software is a plus., • Knowledge of standard billing processes, including invoice formatting, timekeeper allocations, and paperless billing workflows., • Experience with electronic billing platforms, including client/matter setup and time entry troubleshooting., • Basic proficiency in Microsoft Excel and Word., • Ability to work accurately and efficiently under time‑sensitive deadlines., • Prior experience in a law firm environment, highly preferred., • Strong communication skills and the ability to interact professionally with all levels of firm personnel and client contacts., • Willingness to work extended hours during billing deadlines. Compensation & Benefits We offer a competitive salary, an excellent benefits package, and a collaborative, friendly environment. Salary Range: We offer a competitive salary, an excellent benefits package and a collaborative, friendly environment. The salary range for this role is $55,000-$70,000. Actual salary will be commensurate with the candidate’s qualifications and relevant experience. Benefits include comprehensive healthcare, paid time off, retirement plans, and professional development opportunities. Equal Employment Opportunity Cullen and Dykman LLP provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any kind based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Territory: Brooklyn South, NY - Neuroscience - Psychiatry Target city for territory is Brooklyn - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Prospect Heights, Coney Island, Bay Ridge and Flatbush. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Neuroscience Account Manager, you lead the promotion of our psychiatry portfolio to Psychiatrist and Institutional Accounts such as community mental health centers and hospitals, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Neuroscience Account Managers are adept at executing against the toughest commercialization challenges in today’s rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: • Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university, • 4+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience, • Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually, • Self-starter, with a strong work ethic and outstanding communication skills, • Demonstrated skills at building and maintaining professional relationships with key customers, office staff and others in the customer influence network, • Must be computer literate with proficiency in Microsoft Office software, • Must live within 40 miles of territory boundaries, • Driving is an essential duty of this job; must have a valid driver’s license in good standing., • Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: • Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder, • Documented successful sales performance, • Ownership and accountability for the development and execution of fully integrated account plans, • Strong analytical background, and experience using sales data reporting tools to identify trends_, • Experience in calling on customers at a variety of call points, including offices, community mental health centers and hospitals, • Sales experience with buy & bill/injectable products, • Experience in product launches, • Previous experience working with alliance partners (i.e., co-promotions), • Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: • Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is specifically for those potential hires who will work or reside in NYC, if selected for this role, and may vary based on various factors such as the candidate’s qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $135,000 - $165,000 and eligibility for a sales incentive target of $40,500. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our _. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the _. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the _. Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in _.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax 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., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, 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. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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 Intuit®: Careers | Benefits). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax 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., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, 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. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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 Intuit®: Careers | Benefits). 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.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, 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. You will serve customers both in-person and virtually 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax 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., • 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. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, 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. Attributes and 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)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • 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., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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 Intuit®: Careers | Benefits). 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.

Job Description At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. We offer a competitive base salary plus an annual bonus opportunity of up to 15%, based on company performance and achievement of sales goals. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: At Suffolk Credit Union, banking is about relationships that help people move forward. As a Universal Banker, you'll be the face of Suffolk, delivering exceptional service while guiding members through everyday banking needs, new accounts, loans, and digital banking solutions. This blended role combines transactional accuracy with personalized financial conversations, helping deepen member relationships and create meaningful experiences. For decades, Suffolk Credit Union has proudly served Long Island by staying deeply connected to the communities we support. If you're passionate about helping people achieve their financial goals, thrive in a collaborative environment, and want to build a rewarding career in financial services, we'd love to meet you. Key Responsibilities: Deliver exceptional member service by processing daily banking transactions accurately and efficiently. Open and service deposit accounts, including checking, savings, money market, CDs, and IRAs. Originate consumer loans, including personal, auto, home equity, and credit card applications. Build strong member relationships through personalized financial conversations and proactive outreach. Identify member needs and recommend products and services aligned with their financial goals. Resolve member inquiries, account issues, and service requests with professionalism and care. Educate and support members in using digital banking and self-service tools. Assist with account maintenance, disputes, wire transfers, and other transactional services. Collaborate with branch partners to deliver seamless, holistic financial solutions. Participate in branch sales initiatives, community outreach, and credit union events. Support contact center operations during peak call periods to ensure consistent member service. Stay current on products, technology, and industry trends to better support members and colleagues. Essential Qualifications: • High school diploma or equivalent required., • 1–2 years of experience in banking, financial services, teller operations, or customer-facing sales., • Strong multitasking and communication skills in a fast-paced environment., • Proficiency with Microsoft Office and ability to quickly learn banking and digital platforms., • Flexible schedule availability, including Saturdays and extended weekday hours.Preferred Qualifications, • Associate's or Bachelor's degree preferred., • Experience with a credit union, community bank, or regional financial institution., • NMLS registration or willingness to obtain registration., • Proven success meeting referral or sales goals., • Familiarity with digital banking tools, mobile apps, and fintech platforms.Physical Requirements, • Ability to sit and stand for extended periods., • Frequent computer and telephone use., • Occasional handling of cash and coin., • Ability to occasionally lift up to 25 pounds., • Reasonable accommodations available in accordance with applicable law. Job Posted by ApplicantPro

Job Description JOB DESCRIPTION TELLER I/TELLER FLOAT * SUMMARY: The Teller I/Teller Float position will perform a variety of financial transactions and recommend additional products and services based upon Member need by utilizing the Island Federal Credit Union’s preferred way of selling. Teller I/Teller Float will learn to perform routine financial transactions to include deposits, withdrawals, cash advances, loan payments, transfers, and check cashing in a courteous, accurate, and efficient manner. While in this position, Teller I/Teller Float will learn and become knowledgeable about the Credit Union’s products and services. This person requires an ability to communicate effectively with prospective and current Members and to represent the credit union in a positive and professional manner. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Learn all aspects of the teller position., • Learn and obtain a solid foundation of the products and services offered by the credit union., • Evaluate new and existing Member’s accounts while performing transactions and be proactive in, • identifying each Member’s needs. Cross sell credit union services, deposit and loans products, which provide solutions to the Members’ needs and improve their financial well-being., • Greet Members in a courteous, professional, and timely manner while providing prompt and accurate service., • Perform transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, loan payments, and check cashing., • Responds in a professional manner to Members' inquiries, requests or problems., • Responsible for maintaining teller drawer cash within the appropriate levels., • Maintain an up-to-date and thorough knowledge of all credit union products and services., • Promote, explain, and cross-sell credit union products and services., • Responsible for the accuracy and completion of the teller daily proof., • Keep all credit union Member and employee related business in strictest confidence., • Possess general knowledge of BSA rules and regulations. Completes and passes BSA Training requirements., • Process shared branching transactions and inquiries., • Maintain a neat and orderly work area., • Process check orders and certificates of deposit., • Cross train and learn branch morning work., • Accommodate flexible work schedule to meet branch needs, including evenings and weekends and other branch locations as directed by management., • Teller Floats are required to report to various in-county (Nassau or Suffolk) locations required and as directed by Management., • Perform all other duties as assigned. REQUIREMENTS: • High school graduate or equivalent., • Must possess good communication skills., • Minimum 3 months customer service experience in a financial institution or retail environment preferred., • Previous Teller or cash handing experience preferred. ' COMPENTENCIES: • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when You work on your own schedule, on your own computer, from the comfort of your own home Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Account Manager Insurance Sales Drive Growth. Build Relationships. Achieve Success. Are you a competitive, results-driven sales professional who thrives on helping people find the right solutions? As an Account Manager in our insurance agency, youll play a key role in driving business growth by building trusted relationships and delivering personalized coverage solutions that give clients confidence and peace of mind. This is a high-impact, sales-focused role where your ability to connect, uncover needs, and close opportunities directly fuels your successand the agencys. If youre proactive, motivated, and ready to take ownership of your results, we want to meet you. Key Responsibilities Build and maintain strong client relationships to drive retention and generate new business Conduct proactive policy reviews and deliver tailored, consultative recommendations Educate clients on insurance products while identifying opportunities to expand coverage Generate, nurture, and convert leads through outbound outreach, referrals, and networking Provide responsive support to ensure a seamless, positive customer experience Collaborate with the agency team to exceed sales goals and accelerate business growth Qualifications Proven track record of meeting or exceeding sales targets Strong communication skills with the ability to build trust and influence decisions Entrepreneurial mindset with a self-starter, results-oriented approach Active P&C and/or Life & Health licenseor willingness to obtain (well support you!) Why Join Us? Competitive compensation with uncapped commission and bonus potential Clear path for career growth and advancement in a stable, high-demand industry Supportive, team-oriented environment that values performance and collaboration The opportunity to make a real impact by helping clients protect what matters most Ready to accelerate your sales career? Apply today and join a team that recognizes performance, rewards success, and invests in your growth. Equal Opportunity Employer Pete Mathison State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.

Job DescriptionWe are looking for a Financial Analyst to support data-driven decision-making for a non-profit organization in Westbury, New York. This role focuses on evaluating rate performance, monitoring profitability, and translating financial data into clear business insights. The ideal candidate will be comfortable working across budgeting, variance review, and custom reporting while using analytical tools to identify trends and support operational planning. Responsibilities: • Evaluate DR-related rates and profitability trends to identify drivers of financial performance and recommend actionable improvements., • Track utilization patterns connected to DR activity and translate findings into meaningful operational and financial insights., • Support the annual budgeting process by preparing forecasts, analyzing assumptions, and maintaining financial planning models., • Compare actual results against budgeted figures, investigate variances, and present clear explanations to stakeholders., • Develop ad hoc financial analyses to address emerging business questions and support leadership decision-making., • Build and maintain reports and dashboards in Power BI to improve visibility into key financial and operational metrics., • Use data analysis techniques and tools, including Python when appropriate, to organize information, uncover trends, and improve reporting accuracy.

Job DescriptionWe are looking for a Sr. Accountant to join a growing organization in Garden City, New York. This role will support the accuracy and integrity of the company’s financial records through hands-on accounting work and timely reporting. The ideal candidate brings strong technical accounting knowledge and can manage close activities, reconciliations, and statement preparation with a high degree of precision. Responsibilities: • Prepare accurate financial statements and supporting schedules in accordance with established accounting practices., • Lead key activities related to the month-end and pre-trial close process to ensure timely and complete reporting., • Record and review journal entries that reflect daily and periodic financial activity., • Maintain and analyze general ledger accounts to confirm balances are properly stated., • Perform detailed account reconciliations and resolve discrepancies in a timely manner., • Complete bank reconciliations and investigate variances between bank activity and internal records., • Assist in improving accounting workflows and support process updates as needed within the finance function.• Proven experience in a senior-level accounting role with responsibility for close and reporting activities., • Strong working knowledge of month-end close procedures and general ledger accounting., • Experience preparing journal entries and completing account reconciliations with accuracy., • Ability to perform bank reconciliations and identify issues requiring follow-up., • Solid understanding of financial statement preparation and supporting documentation., • High attention to detail with the ability to manage deadlines in a fast-paced environment.

Job Description Commercial Lines Account Manager Location: Cedarhurst, NY We are seeking a highly motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role consists of managing commercial insurance accounts, ensuring that clients receive exceptional service and tailored insurance solutions that meet their unique business needs. The successful candidate will act as the primary liaison between clients and insurance providers, overseeing policy administration from inception through renewal while maintaining strong client relationships. This position demands a proactive individual who can effectively coordinate with underwriters, brokers, and clients to resolve issues and deliver comprehensive insurance coverage. We look for someone with a strong understanding of commercial insurance products, excellent communication skills, and the ability to manage multiple accounts efficiently. Client values dedication, professionalism, and a commitment to excellence. We are looking for a Commercial Lines Account Manager who embodies these qualities and strives to contribute positively to our growing client. Responsibilities • Manage a portfolio of commercial insurance accounts, ensuring accurate and timely policy administration., • Serve as the main point of contact for clients, responding promptly to their inquiries and providing expert advice., • Coordinate with insurance carriers and underwriters to obtain quotes, endorsements, and renewals., • Review and interpret insurance policies, endorsements, and coverages to ensure client needs are met., • Assist clients with claims processing and act as a liaison between clients and insurance carriers during claim resolution., • Maintain detailed and organized records of all accounts, communications, and transactions., • Proactively identify opportunities for clients to enhance or optimize their insurance coverage., • Collaborate with the sales team to support business development initiatives and client retention strategies. Requirements • Minimum of 4 years' experience managing commercial lines insurance accounts., • Strong knowledge of commercial insurance products, including general liability, property, business auto, and workers' compensation., • Excellent communication and interpersonal skills with the ability to build and maintain strong client relationships., • Detail-oriented with strong organizational and multitasking abilities., • Proficient in insurance management software and Microsoft Office Suite., • Ability to analyze and resolve complex insurance issues independently and efficiently., • Professional Property & Casualty insurance license.

Job Description Company: Schultheis & Panettieri, LLP Position: Payroll Compliance Auditor Job Location: Floral Park, NY Salary Range: $60,000-$70,000 Hauppauge CPA firm specializing in labor unions and related benefit fund audits seeks Payroll Compliance Auditors to ensure employers make contributions to benefit funds in compliance with applicable agreements. Background in Auditing not essential. We will train the right candidates. Payroll professionals, bookkeepers, data analysts and recent college graduates encouraged to apply! Interest in overnight travel a plus but not required. We have offices in Hauppauge, NY, Floral Park, NY and Iselin, NJ. Multiple positions available at all office locations. Great atmosphere and excellent benefits. Job Responsibilities: • Analyze payroll and related records to ensure completeness and compare to pension and health fund data • Analyze general ledgers and cash disbursement records • Communicate with employers to ensure all eligible participants receive the benefits they are entitled to • Prepare various schedules and reports and then explain the results to all parties involved Ideal Candidate: • Bachelor's degree in Business or related field preferred • Strong analytical skills • Strong Excel/database skills • Basic knowledge of payroll and tax records a plus but not required. • Adept at problem solving ability to identify issues and recommend corrective actions • Responsible team player who can work independently as well • Ability to communicate clearly, both written and orally We are proud of our great work environment, and we offer a competitive and excellent benefits package. If you would like an opportunity to join a great team, please apply today. Benefits Include: • Medical, Dental, Vision, • Life Insurance, LTD, Flex Spending, • Sick/Vacation time, • 401(k) / PENSION- A CONTRIBUTION OF UP TO A TOTAL OF 15% TO YOUR RETIREMENT!!, • Remote capability, • Flexible work schedule, • Work/Life Balance Schultheis & Panettieri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description We are seeking a Senior Accountant to join our medium-sized CPA firm, specializing in comprehensive accounting services for small business clients. The ideal candidate must be well-versed in client management, tax preparation, payroll processing, and sales tax reporting and will bring strong problem-solving and communication skills to support our team of 4-10 accounting professionals. Responsibilities • On a daily basis manage client relationships and provide expert accounting support, • Responsible to prepare and file tax returns for corporate and individual clients, • Monitor compliance with financial regulations and standards, • Reconcile accounts accurately and timely, • Process payroll and sale tax ensuring accuracy and compliance Required Qualifications • 3+ years of experience in accounting, • Proficiency in QuickBooks and Excel, • Knowledge of payroll processing and sales tax, • Strong communication and problem-solving skills, • Must have experience preparing tax returns for corporations and individuals Preferred Qualifications • Bachelor's degree in Accounting or FinanceCompany DescriptionWe offer training programs to enhance your skills in addition to performance-based compensation including salary and bonuses. While this is a full time, in office position, we offer a flexible work schedule when needed. Both CPAs and Non-CPAs are welcome.We offer training programs to enhance your skills in addition to performance-based compensation including salary and bonuses. While this is a full time, in office position, we offer a flexible work schedule when needed. Both CPAs and Non-CPAs are welcome.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Small CPA Firm in Garden City looking for a tax supervisor with tax return preparation and review experience. Also need someone strong with QB Online experience for accounting services provided to small businesses. Please only apply if you have a minimum of 2 years in tax preparation and 2 years in QB Online accounting experience. Also need to be comfortable speaking and communicating with Clients. Company DescriptionCPA firm that provides accounting and tax services to Businesses and IndividualsCPA firm that provides accounting and tax services to Businesses and Individuals

Job DescriptionStaff Accountant – New Hyde Park, New YorkPosition Type: Accounting & FinanceJob Type: Full-TimeCompensation: • Base Salary: $75,000 – $85,000 annuallySchedule:, • Full-Time, • In-office Monday through Friday, • Based at Headquarters in New Hyde Park, NY Position Summary:We are seeking a detail-oriented and motivated Staff Accountant to join our growing finance team. This position offers an outstanding opportunity for an accounting professional looking to expand their technical expertise while contributing to a fast-growing, private equity-backed healthcare organization. Reporting directly to the Senior Accountant, the Staff Accountant will support day-to-day accounting operations, month-end close activities, financial reporting, account reconciliations, and process improvement initiatives. The ideal candidate is analytical, organized, and eager to continue developing their accounting skillset within a collaborative, high-growth environment.This hands-on role provides exposure to a broad range of accounting functions across a rapidly expanding organization supporting more than 160 dental practices throughout the Northeast. About the Organization:This dentist-led organization has grown into one of the Northeast’s leading dental support organizations, supporting more than 160 dental practices across eight states. Backed by a premier private equity sponsor, the company continues to expand through strategic acquisitions, operational excellence, and a commitment to delivering exceptional patient care. The finance team serves as a critical business partner to leadership, providing the financial insights and operational support necessary to sustain rapid growth. This role offers the opportunity to gain valuable experience within a sophisticated, multi-site healthcare organization while working alongside experienced accounting and finance professionals. Key Responsibilities:General Accounting: • Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with accounting standards., • Prepare journal entries and supporting documentation., • Assist with daily accounting activities and financial transactions., • Support the integrity and accuracy of financial records. Financial Reporting: • Assist in the preparation of monthly, quarterly, and annual financial statements and management reports., • Support interim and annual audit requests., • Analyze financial data and assist with variance investigations., • Provide reporting support to accounting leadership as needed. Month-End Close: • Participate in monthly close activities and reporting deadlines., • Prepare account reconciliations and supporting schedules., • Assist with accruals, prepaids, fixed assets, and other balance sheet accounts., • Ensure timely completion of assigned close responsibilities. Prepaids, Fixed Assets & Banking: • Manage prepaid expense schedules and ensure accurate expense recognition., • Maintain fixed asset records, including capitalization, depreciation, and disposals., • Perform daily banking activities and account reconciliations., • Investigate and resolve banking discrepancies when necessary Accounts Payable & Operational Support: • Assist with accounts payable processing and reconciliations., • Review and reconcile corporate credit card transactions., • Collaborate with operational departments to obtain necessary financial information., • Support cross-functional initiatives and accounting projects. Process Improvement & Compliance: • Identify opportunities to improve accounting processes and efficiencies., • Support internal control procedures and compliance initiative., • Assist with audit preparation and documentation requests., • Maintain adherence to GAAP and company accounting policies. Benefits: • Competitive compensation package., • Flexible health and vision insurance plan options., • 401(k) retirement plan with employer matching., • Generous paid time off, including up to 3 weeks annually., • Annual personal "You Day"., • Heavily discounted dental services for employees and immediate family members., • Professional development opportunities., • Additional employee perks and fringe benefits., • Benefits available to full-time employees working 30+ hours per week. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field required., • Minimum 2+ years of accounting experience required., • Strong understanding of accounting principles and financial reporting., • Experience with general ledger reconciliations and month-end close activities., • Excellent analytical and problem-solving abilities., • Strong organizational skills and attention to detail., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Strong written and verbal communication skills., • Ability to work independently while collaborating effectively with team members. Preferred Skills: • Experience with prepaid expenses, fixed assets, and banking reconciliations., • Experience supporting accounts payable processes., • Advanced Microsoft Excel skills., • Experience with Sage Intacct preferred., • Familiarity with private equity-backed or multi-site organizations preferred., • Experience utilizing AI tools such as ChatGPT, Claude, Copilot, or similar technologies to improve efficiency and workflow automation., • Desire to continuously learn and develop technical accounting skills. Why Join Us: • Join a rapidly growing, private equity-backed healthcare organization., • Gain exposure to complex accounting functions within a multi-site enterprise., • Work alongside experienced accounting and finance professionals., • Build valuable technical accounting, reporting, and business partnership skills., • Collaborative and supportive team environment., • Strong opportunities for professional growth and advancement., • Play a meaningful role in supporting an organization serving more than 160 dental practices across the Northeast.

Job DescriptionBenefits: • Holiday pay, • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: Ive had a fulfilling 19-year career as a State Farm Agent and am always excited to welcome team members who are passionate about this industryespecially those aspiring to become agents themselves. Our agency is proud to be recognized for its excellence, and we foster a professional yet fun environment centered on continued growth and learning. Team members who help us reach our goals are rewarded not just through commission and bonus opportunities, but also with team lunches, promotional trips, and other exciting incentives that celebrate hard work. Were also committed to giving backI volunteer at a local food bank, and our team actively sponsors youth and collegiate sports programs. As a bilingual team, were proud to serve our neighbors across Long Island and the greater New York City area. If youre growth-minded, community-focused, and ready to build a meaningful career, wed love to hear from you. Responsibilities: • Establish customer relationships and follow up with customers, as needed., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.Our top sales performers have two qualities that set them apart from all others and allow them to create exponentially higher monthly commissions:, • They have a process of relentless follow up with prospects that extends over time., • They utilize social media to reach out to leads sources and develop relationships with related businesses and potential customers.Requirements:, • Interest in marketing products and services based on customer needs, • Excellent communication skills - written, verbal and listening, • People-oriented, • Detail oriented, • Proactive in problem solving, • Able to learn computer functions, • Ability to work in a team environmentIf 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. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • Employee discounts, • Paid time off About the Role: Join our dynamic team at Sal R Varano DDS PC as a Dental Billing / Front Desk professional! This role is perfect for someone who thrives in a fast-paced environment and is passionate about providing exceptional patient care while managing billing processes efficiently. Responsibilities: • Records payments received from both insurance providers and patients., • Process insurance claims and verify patient insurance eligibility., • Submit necessary clinical documentation (x-rays, charting, and treatment notes) to insurance companies to approve coverage for major procedures., • Match dental procedures with the correct alphanumeric CDT codes so insurance can accurately process the claim, • Reconcile patient ledgers, accounts for copayments, and calculate out-of-pocket balances after insurance payouts., • Maintain accurate patient records and billing information., • Handle patient inquiries regarding billing and insurance in a timely manner., • Stay updated with dental billing codes and insurance policies.Requirements:, • High school diploma or equivalent; dental office experience preferred., • Proficient in dental billing software and basic office procedures., • Strong communication and interpersonal skills., • Detail-oriented with excellent organizational abilities., • Ability to handle multiple tasks in a fast-paced environment., • Knowledge of insurance verification and claims processing., • Positive attitude and a passion for patient care., • Ability to work collaboratively within a team-oriented practice.About Us: Sal R Varano DDS PC has been serving the Garden City community for over 20 years, providing top-notch dental care with a personal touch. Our patients love us for our commitment to quality and compassionate service, and our employees appreciate the supportive work environment and opportunities for professional growth.

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement, • Paid time off, • Competitive salary, • Flexible schedule, • Signing bonus, • Training & development Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day.Requirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Interest in marketing products and services based on customer needs, • Excellent interpersonal skills, • Organizational skills, • Self-motivated, • Ability to work in a team environment, • Ability to assess customer needs and conduct effective interviews, • Ability to effectively relate to a customer, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain)If 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. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Mike Walsh - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations. Flexible work from home options available.

Job DescriptionLHH Recruitment Solutions is partnering with a company in western Nassau County to fill a Legal Collections Specialist to join the Finance team. The position offers a competitive salary ($70,000 to $85,000) and a comprehensive benefits plan. Responsibilities: Assist Billing Attorneys with collection efforts Contact clients for payment Review aged accounts receivable Follow up on aged invoices Send payment reminders and collection letters Perform accounts receivable write-offs Review e-billing websites for invoice status Analyze invoice deductions Maintain spreadsheets for aged items and deadlines Collaborate with Partners, COO, Collections Manager, Billing, and Accounting Departments Handle ad hoc requests and special projects Experience: 4-year college degree 3+ years of collections experience Law firm or professional service experience preferred Experience with Aderant and e-billing websites preferred Proficient in Microsoft Excel and Word Professional Attributes: Strong work ethic, self-starter Comfortable with technology Customer service oriented Excellent interpersonal skills Attention to detail Quick learner Ability to multi-task and prioritize Strong communication and organizational skills Please forward resume to ginny.butindari@ lhh.com for immediate consideration. Pay Details: $70,000.00 to $85,000.00 per year Search managed by: Ginny Butindari Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description The Accounts Payable (AP) Specialist plays a crucial role in supporting the accounting department by ensuring accurate and timely processing of invoices and purchase orders. This position is responsible for maintaining vendor relationships through effective communication and resolving discrepancies to uphold the company’s financial integrity. The AP Specialist will manage data entry tasks, reconcile statements, and assist with month-end closing activities to contribute to smooth financial operations. The role requires strong organizational skills and attention to detail to handle multiple tasks efficiently. Ultimately, this position helps maintain the company’s positive cash flow and vendor trust by ensuring all accounts payable processes are executed accurately and on schedule. Minimum Qualifications: • High school diploma or equivalent., • Basic understanding of accounting principles and accounts payable processes., • Proficiency in Microsoft Office, especially Excel., • Strong attention to detail and organizational skills., • Proficient with QuickBooks Desktop Preferred Qualifications: • Associate degree or coursework in accounting, finance, or a related field., • Experience with accounting software such as QuickBooks., • 2 years experience in an accounts payable or accounting support role., • Excellent communication skills for vendor interaction., • Ability to adapt to new financial systems and processes quickly. Responsibilities: • Process and verify invoices, purchase orders, and expense reports for accuracy and compliance with company policies., • Enter accounts payable data into the financial system and maintain organized records of all transactions., • Communicate with vendors to resolve invoice discrepancies, payment issues, and inquiries in a professional manner., • Support month-end closing activities by reconciling accounts payable transactions and preparing reports as needed., • Other tasks as necessary. Skills: The required skills such as attention to detail and proficiency in Microsoft Excel are essential for accurately entering and verifying invoice data, which helps prevent errors in payments. Organizational skills enable the AP Specialist to manage multiple invoices and vendor communications within working hours. Communication skills are used daily to interact professionally with vendors and internal teams to resolve discrepancies and ensure smooth payment processes. Familiarity with accounting software, while preferred, enhances the ability to navigate financial systems and streamline data entry and reporting tasks. Overall, these skills combine to support the accounting team in maintaining accurate financial records and timely payments, contributing to the company’s operational success.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description As a senior manager on our fund administration team, you’ll work directly with leading private equity clients, supporting fund operations, financial reporting, and investor communications under the guidance of our experienced team. You’ll oversee client deliverables, review complex fund calculations and financials, manage audits, train junior staff, and drive process improvements across multiple engagements. What you’ll do • You’ll lead client relationships across multiple Private Equity funds, ensuring expectations are met and timelines are followed., • You’ll apply your understanding of limited partnership agreements to fund operations, reporting, and investor communications., • You’ll prepare and review key financial components like journal entries, capital calls, distributions, and performance metrics such as IRR., • You’ll manage audits, tax requests, and financial statement reviews while continuously improving operational processes., • You’ll prioritize tasks, respond to client requests, and train junior team members to support team development and efficiency. What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($85,000-$115,000). Qualifications, • You bring over four years of progressive experience in private equity, public accounting, or a mix of both within alternative asset firms., • You demonstrate strong analytical and technical skills in accounting, finance, and fund administration., • You hold at least a Bachelor's degree in Accounting or Finance, giving you a solid foundation for your work., • You consistently deliver exceptional client service, building trust and long-term relationships., • You apply your expertise to support complex fund operations and drive high-quality outcomes. Additional Information Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.

Job Description Immediate opening for a Bookkeeper position with the following experience: Double entry booking using our system, not QuickBooks. Attention to detail and accuracy. Strong math skills to calculate debits and credits to accounts and complete account reconciliation. Analytical skills to identify errors or discrepancies. Ability to use excel spreadsheets to create monthly reports. Use inhouse CLOVER credit card processing. Strong communication and interpersonal skills to work with team members and customers. Scanning of documents, answering e-mails, filing. Willing to assist in other team members if needed. Full Time Small office. Salary and benefits to discuss.

Job Description South Shore Chrysler Dodge Jeep Ram is looking for a Subprime/Special Finance Manager. Our goal is to offer a world-class, personalized, and professional experience in order to assist customers with "less than perfect" credit purchase a new or used car. This new operation will be separate from our current sales operations. This position is direct customer contact with a goal of developing relationships and helping to enhance the sales process in presenting qualified vehicles to customers. We will provide the leads and resources to assist you selling more vehicles What We Offer • Medical, Dental, Vision Insurance, • 401K, • Team environment., • Unlimited earning potential, • Specific inventory provided, • Special finance leads provided, • Banks, Banks, Banks As a Special Finance Manager, qualified candidates should have experience in : • sub-prime lending options, • possess extensive knowledge on programs that help customers with bad or limited credit to efficiently secure financing for potential car deals. This position is direct customer contact with a goal of developing relationships and helping to enhance the sales process in presenting qualified vehicles to customers., • Additionally, qualified candidates should have the following skills and qualifications:, • Accuracy in submitting deals for approval, • Closer with a self-motivating personality, • Follow all company policies to ensure all transactions compliant and error free, • Excellent customer service, organizational, and negotiation skills •, • Enthusiastic and outgoing with high energy throughout the sales workday, • Strong written and verbal communication skills, • Self-motivated, goal-oriented, and enthusiastic Position Requirements • Previous Automobile Special / Subprime Finance experience required., • proven track record in running an automobile subprime department., • Strong work ethic, telephone and customer handling skills, • Strong follow up skills, • Positive attitude., • Professional, well-groomed personal appearance., • Willing to submit to a pre-employment background check & drug screen, • Knowledge of dealership finance and insurance procedures

Job DescriptionResponsibilities: • Prepare tax returns for corporations, partnerships, sole proprietorships, and individuals., • Prepare estate and non-for-profit organization tax return., • Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses)., • Reconcile bank statements and credit card statements., • Correspond with clients on bookkeeping issues via email or phone., • Review financial reports for proper classification of income expense, assets and liability., • Assistant bookkeepers with bookkeeping and tax filing preparation. Qualifications: • 3 plus years of hands-on experience in tax preparation., • Excellent communication and interpersonal skills with clients., • Fluent in both English and Chinese., • Experience with tax and accounting software (CCH Axcess, QuickBooks).

Job Description Staff Accountant – New Hyde Park, New York Position Type: Accounting & Finance Job Type: Full-Time Compensation: • Base Salary: $75,000 – $85,000 annually Schedule: • Full-Time, • In-office Monday through Friday, • Based at Headquarters in New Hyde Park, NY Position Summary We are seeking a detail-oriented and motivated Staff Accountant to join our growing finance team. This position offers an excellent opportunity for an accounting professional looking to build technical expertise while contributing to a fast-growing, private equity-backed healthcare organization. Reporting to the Senior Accountant, the Staff Accountant will play a critical role in supporting day-to-day accounting operations, month-end close activities, financial reporting, account reconciliations, and process improvement initiatives. The ideal candidate is highly organized, analytical, and eager to continue developing their accounting skillset in a collaborative, growth-focused environment. This is a hands-on role that provides exposure to a broad range of accounting functions within a rapidly expanding organization supporting more than 160 dental practices across multiple states. About the Organization This dentist-led organization has grown into one of the Northeast's leading dental support organizations, supporting more than 160 dental practices across eight states. Backed by a premier private equity sponsor, the company continues to expand through strategic acquisitions, operational excellence, and a commitment to delivering exceptional patient care. The finance team serves as a key business partner to leadership, providing the financial insights and operational support necessary to sustain rapid growth. This role offers the opportunity to gain valuable experience within a sophisticated, multi-site healthcare organization while working alongside experienced accounting and finance professionals. Key Responsibilities General Accounting • Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with accounting standards, • Prepare journal entries and supporting documentation, • Assist with daily accounting activities and financial transactions, • Support the accuracy and integrity of financial records Financial Reporting • Assist in the preparation of monthly, quarterly, and annual financial statements and management reports, • Support interim and annual audit requests, • Analyze financial data and assist with variance investigations, • Provide reporting support to accounting leadership as needed Month-End Close • Participate in monthly closing activities and deadlines, • Prepare account reconciliations and supporting schedules, • Assist with accruals, prepaids, fixed assets, and other balance sheet accounts, • Ensure timely completion of assigned close responsibilities Prepaids, Fixed Assets & Banking • Manage prepaid expense schedules and ensure proper expense recognition, • Maintain fixed asset records, including capitalization, depreciation, and disposals, • Perform daily banking activities and account reconciliations, • Investigate and resolve banking discrepancies when necessary Accounts Payable & Operational Support • Assist with accounts payable processing and related reconciliations, • Review and reconcile corporate credit card transactions, • Collaborate with operational departments to obtain necessary financial information, • Support cross-functional initiatives and accounting projects Process Improvement & Compliance • Identify opportunities to improve accounting processes and efficiencies, • Support internal control procedures and compliance initiatives, • Assist with audit preparation and documentation requests, • Maintain adherence to accounting policies and generally accepted accounting principles (GAAP) Benefits • Competitive compensation package, • Flexible health and vision insurance plan options, • 401(k) retirement plan with employer matching, • Generous paid time off, including up to 3 weeks annually, • Annual personal "You Day", • Heavily discounted dental services for employees and immediate family members, • Professional development opportunities, • Additional employee perks and fringe benefits Benefits available to full-time employees working 30+ hours per week. Qualifications • Bachelor's degree in Accounting, Finance, or a related field required, • Minimum 2+ years of accounting experience required, • Strong understanding of accounting principles and financial reporting, • Experience with general ledger reconciliations and month-end close activities, • Excellent analytical and problem-solving abilities, • Strong organizational skills and attention to detail, • Ability to manage multiple priorities and meet deadlines in a fast-paced environment, • Strong written and verbal communication skills, • Ability to work independently while collaborating effectively with team members Preferred Skills • Experience with prepaid expenses, fixed assets, and banking reconciliations, • Experience supporting accounts payable processes, • Advanced Microsoft Excel skills, • Experience with Sage Intacct preferred, • Familiarity with private equity-backed or multi-site organizations preferred, • Experience utilizing AI tools such as ChatGPT, Claude, Copilot, or similar technologies to improve efficiency and workflow automation, • Desire to continuously learn and develop technical accounting skills Why Join Us • Join a rapidly growing, private equity-backed healthcare organization, • Gain exposure to complex accounting functions within a multi-site enterprise, • Work alongside experienced accounting and finance professionals, • Build valuable technical accounting and financial reporting skills, • Collaborative and supportive team environment, • Strong opportunities for professional growth and advancement, • Play a meaningful role in supporting a company with more than 160 dental practices across the Northeast

Job Description Company: Schultheis & Panettieri, LLP Position: Travel Payroll Compliance Auditor Job Location: New York with travel to various areas of the USA Salary Range: $60,000-$70,000 CPA firm specializing in labor unions and related benefit fund audits seeks a traveling Payroll Compliance Auditor to ensure employers make contributions to benefit funds in compliance with applicable agreements. This position will require local and overnight travel, up to 30-40%. Employees who travel will be eligible for mile reimbursement and travel stipends. Background in Auditing not essential. We will train the right candidates. Payroll professionals, bookkeepers, data analysts and recent college graduates encouraged to apply! Multiple positions available. Great atmosphere and excellent benefits. Job Responsibilities: • Analyze payroll and related records to ensure completeness and compare to pension and health fund data, • Analyze general ledgers and cash disbursement records, • Communicate with employers to ensure all eligible participants receive the benefits they are entitled to, • Prepare various schedules and reports and then explain the results to all parties involved Ideal Candidate: • Bachelor's degree in Business or related field preferred, • Strong analytical skills, • Strong Excel/database skills, • Basic knowledge of payroll and tax records a plus but not required., • Adept at problem solving ability to identify issues and recommend corrective actions, • Responsible team player who can work independently as well, • Ability to communicate clearly, both written and orally We are proud of our great work environment, and we offer a competitive and excellent benefits package. If you would like an opportunity to join a great team, please apply today. Benefits Include: • Medical, Dental, Vision, • Life Insurance, LTD, Flex Spending, • Sick/Vacation time, • 401(k) / PENSION- A CONTRIBUTION OF UP TO A TOTAL OF 15% TO YOUR RETIREMENT!!, • Remote capability, • Flexible work schedule, • Work/Life Balance We have offices in Hauppauge, NY, Floral Park, NY and Iselin, NJ. Schultheis & Panettieri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionBenefits: • Simple IRA, • Hiring bonus, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development ABOUT OUR AGENCY: I opened my agency in 2020 and currently lead a team of seven. Before becoming an agent with State Farm, I worked at a State Farm agency, which gave me valuable experience and insight into what it takes to build and run a successful office. Im a graduate of Saint Michael's College, married with two kids, and outside of work I enjoy golfing, watching sports, spending time at the beach, and being with friends and family. Our agency offers PTO, production-based quarterly bonuses, a Simple IRA, and a fun, team-oriented environment that includes birthday lunches and holiday parties. We believe in recognizing hard work and creating a workplace people enjoy being part of. Our culture is centered around teamwork, consistency, and growth. Im looking for someone who is dependable, motivated, and enjoys working in a collaborative environment. The right person will bring a positive attitude, strong work ethic, and a desire to contribute to the teams success. If youre looking for a place where you can grow your career while being part of a supportive and energetic team, this could be a great fit for you. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Michael Cracchiola - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.

Job DescriptionCompany Description AST Defeasance is a leading boutique commercial real estate firm. Specializing in several areas of commercial real estate finance, AST is hired on several thousand transactions annually and is the largest firm in its field nationwide. No other company can combine ingenuity, know-how and customer service like AST. Job Description • Collaborate cross-functionally to build advanced financial models, process transactions, and perform intricate calculations., • Receive tailored training in core finance and real estate principles., • Play a key role in day-to-day operations, starting with mastering our programs and services, and progressing to managing individual projects and responsibilities., • Contribute to strategic decision-making by analyzing market trends and providing data-driven insights.Qualifications, • Bachelor’s degree required, • 4 years' experience in real estate or finance a plus, • Competency in Microsoft applications including Word and Excel, • Effective time management and ability to multitask, • Attention to detail, • Strong writing skills Additional Information Compensation is $90-100K

Job Description Are you competitive? Do you have grit? Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today! Benefits: • 401(k) with a 4% match, • Retirement plan, • Life and Disability Insurance, • Health Coverage: Medical/Pharmacy, Dental, VisionCompensation: $75,000+ at plan commission Responsibilities: • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Stay updated about insurance industry changes that may affect customers in your portfolio, • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals, • Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients Qualifications: • Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial, • Basic computer skills, including proficiency with the Microsoft Office Suite is required, • Experience using accounting or sales-related software is beneficial, • Candidates must have or be willing to get a license, • Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Job Description We are seeking a dynamic and experienced Commercial Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of commercial insurance clients, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • 3 Years of experience in commercial insurance, • Background in account management, sales, and negotiation with a strong knowledge of commercial insurance products and coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively

Job Description Small CPA firm seeking Tax Accountant/ Tax Preparer - Part to full time & Seasonal Preparers Job Requirements · 4+ years current tax experience in public accounting · Tax experience with individuals tax returns Knowledge of tax law Knowledge of Excel, Microsoft Office, QuickBooks and UltraTax Software a plus • Prepares individual tax returns, • Be able to communicate clearly an effectively, • Update financial reports via QuickBooks, • Attention to detail, • Post and process journal entries, • Assist in the processing of financial reports, • Assist senior accountants in the preparation of monthly/yearly closings, • Assist with other accounting projects Motivated self starters who would like to join our team , please submit your resume. We are seeking Part to full time positions as well as seasonal preparers. Also Anyone interested in Seasonal 2nd job positions. Salary is based on experience & skills and will increase based on such. Tax Preparer experience is a must. This is NOT a remote position. Company DescriptionSmall CPA firm in business for 90 years. Busy tax season office & year round. Pleasant convenient office with parking,Small CPA firm in business for 90 years. Busy tax season office & year round. Pleasant convenient office with parking,

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 Description At New York Life, we're all about empowering you to transform your competitive spirit into a fulfilling career as a Financial Services Professional. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference. With the backing of a Fortune 100 company, you'll have access to industry-leading training, mentorship, and resources that empower you to excel and grow. Our Accelerated Path into Management offers clear advancement opportunities, turning your ambition into leadership and team development roles. Join us and make a meaningful impact on people’s lives while crafting your legacy. We offer a supportive environment, competitive compensation, and a commitment to your professional growth. New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. Ready to channel your athletic mindset into a dynamic financial services career? Apply today and let your competitive edge shine. Compensation: $117,000 yearly Responsibilities: • Build and nurture client relationships by providing personalized financial solutions., • Conduct comprehensive financial needs analyses to identify client goals and objectives., • Educate clients on financial products and services, ensuring they make informed decisions., • Collaborate with team members to develop strategic plans that enhance client satisfaction., • Stay informed about industry trends and regulatory changes to offer up-to-date advice., • Utilize company resources and training to continuously improve your financial expertise., • Participate in community events to expand your professional network and client base in Nassau-Suffolk, NY. Qualifications: • Experience in building and maintaining strong client relationships, ensuring trust and satisfaction., • Ability to conduct thorough financial needs analyses, identifying client goals and crafting personalized solutions., • Proven track record of educating clients on financial products, enabling informed decision-making., • Strong collaboration skills to work effectively with team members in developing strategic client plans., • Up-to-date knowledge of industry trends and regulatory changes to provide current and relevant advice., • Commitment to continuous learning and professional development through company resources and training., • Active participation in community events to expand professional networks and client base in Nassau-Suffolk, NY. About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)