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

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

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

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

Position Type: Regular\n \nYour opportunity\n \n Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. \n Why you’re set up for success \n You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. \n\n • Schwab Training and Development \n\n To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. \n After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. \n\n • Career Pathing \n\n As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. \n You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. \n\n • Competitive Compensation \n\n This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. \n Investment Professionals' Compensation | Charles Schwab What you have\n \n The expertise you bring: \n\n • A valid and active FINRA Series 7 license required\n\n\n, • Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job \n, • Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job \n\n\n, • CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) \n\n \n The skills you bring: \n\n • Business Development \n\n Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. \n Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. \n Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management \n\n • Relationship Building \n\n Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. \n Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals. \n\n • Investment Strategies and Financial Planning \n\n Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. \n Ability to adapt and implement change as the market and business conditions evolve \n \n\n What’s in it for you \n At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. \n We offer a competitive benefits package that takes care of the whole you – both today and in the future: \n \n • 401(k) with company match and Employee stock purchase plan\n, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions\n, • Paid parental leave and family building benefits\n, • Tuition reimbursement\n, • Health, dental, and vision insurance\n \n

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

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

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.

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

Senior Collections Specialist Salary: $95,000-$110,000 Why This Opportunity Stands Out: • Own a high-visibility AR portfolio with direct impact on company cash flow and financial performance, • Partner cross-functionally with Sales, Operations, and Branch leadership, strong exposure across the business, • Lead complex collections strategies, including high-risk and high-dollar accounts, • Take full ownership of dispute resolution from start to finish, • Work in a fast-paced, operationally driven environment (construction/equipment services), • Leverage systems like Sage Intacct, NexGen, and Collect IT to enhance process efficiency, • Play a key role in improving AR processes and reducing delinquency company-wide, • Opportunity to influence policy, escalation strategy, and risk management decisions Key Responsibilities for the Senior Collections Specialist: • Manage collections across multiple regions and high-volume account portfolios, • Drive daily collection efforts and execute strategies to reduce past-due balances, • Resolve customer disputes and coordinate with internal teams to reach closure, • Reconcile accounts, including unapplied cash, deductions, and discrepancies, • Maintain detailed account documentation and activity tracking in AR systems, • Report on aging, performance metrics, and high-risk accounts Qualifications for the Senior Collections Specialist: • 5+ years Collections experience, • Experience managing complex, high-volume portfolios, • Background in construction, equipment rental, or industrial services preferred, • Proficiency with ERP systems and Microsoft Excel #INOCT2026

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

Overview Leadership program opportunity with an innovative, global company in NJ. Lots of perks too! The program is designed for top-performing professionals. Participate in high profile projects with stakeholders and executives across the organization and then rotate into Finance, Accounting, Treasury, Operations or other areas. Big 4 / Top Regional Auditor or public/private Internal Auditor and the CPA license or at least 3 parts passed required. For more opportunities from KNM Resources, please visit _. Responsibilities • Participate in the execution of financial and operational, integrated and process audits, • On some projects, lead a small team of auditors, • Partner with colleagues and clients, support groups, and other organizations to effectively manage projects, • Execute audit programs and work papers (including walkthroughs and sample testing), • Collaborate in writing audit summaries to effectively outline concerns, risks, and recommendations, • Ensure goals are met for department projects Requirements • Bachelor's degree in Accounting, • 3+ years experience in Big 4 or top regional, • CPA, • Excellent interpersonal skills, including the ability to interact effectively with stakeholders, • Strong time management skills and the ability to work within a team as well as independently

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

Romark is a dynamic logistics organization operating across a multi-site, multi-customer, and multi-business-line environment, creating a level of financial and operational complexity that makes this senior FP&A Manager role both challenging and highly impactful. The FP&A Manager will become a trusted financial partner to leadership by delivering accurate forecasts, meaningful performance insights, and actionable recommendations across the business. Success will mean improving visibility into performance, strengthening financial accountability, and helping leaders make better, data-driven decisions. This opportunity is best suited for someone who enjoys navigating complexity, partnering across functions, and bringing structure and insight to a growing, operationally diverse organization. Key Responsibilities Financial Planning & Forecasting • Lead the annual budgeting process and periodic forecasting cycles across the organization., • Develop and maintain financial models covering revenue, operating expenses, headcount, capital expenditures, cash flow, and other key business drivers., • Partner with department leaders to develop budgets, forecasts, and long-range financial plans., • Identify financial trends, risks, and opportunities and recommend actions to improve business performance., • Continuously improve forecasting accuracy, planning methodologies, and financial processes. Financial Reporting & Analysis • Prepare monthly and quarterly management reporting packages, including financial results, KPIs, forecasts, and variance analysis., • Analyze actual performance against budget, forecast, and prior-year results and clearly explain key drivers., • Develop dashboards and reporting tools that provide leadership with timely visibility into business performance., • Perform scenario, sensitivity, profitability, and ad hoc analyses to support strategic and operational decisions., • Translate financial and operational data into concise insights and recommendations for management. Business Partnership • Serve as a strategic finance partner to operational and functional leaders across the organization., • Work with business leaders to establish financial targets, evaluate performance, and identify opportunities for improvement., • Support evaluation of investments, new initiatives, pricing decisions, cost-saving opportunities, and other strategic projects., • Develop a strong understanding of operational drivers and connect operational performance to financial outcomes., • Challenge assumptions constructively and help business partners make financially sound decisions. Process & Systems Improvement • Improve the efficiency, consistency, and scalability of FP&A processes, models, and reporting., • Help establish standardized financial planning and performance-management practices across the organization., • Partner with Accounting and other teams to ensure financial reporting is accurate, timely, and aligned with management reporting requirements., • Identify opportunities to automate recurring reporting and analysis., • Support the implementation and optimization of financial planning, reporting, and business intelligence systems. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field., • 5+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related discipline., • Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling., • Advanced Excel skills and experience working with large and complex data sets., • Experience with ERP, financial planning, reporting, and/or business intelligence platforms., • Strong analytical and problem-solving skills with exceptional attention to detail., • Ability to communicate financial concepts clearly to both financial and non-financial audiences., • Demonstrated ability to work cross-functionally and influence business decisions., • Ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment. Preferred Qualifications • Experience developing or improving FP&A processes within a growing or evolving organization., • Experience with financial planning and analysis tools, ERP systems, and data visualization platforms., • Experience presenting financial results and recommendations to senior leadership., • Prior experience managing or mentoring financial analysts is a plus. Salary: $140,000 Company Description Romark Logistics, founded in 1954, is a logistics provider built on strong partnerships and a dedicated team focused on service and flexibility. The company delivers customized solutions across distribution, fulfillment, transportation, industrial real estate, and consulting to meet diverse client needs. Guided by a “what’s possible” mindset and advanced technology, Romark Logistics stays ahead of evolving market demands while remaining grounded in core values such as family, safety, quality, and sustainability. A culture of collaboration and continuous improvement enables the organization to integrate technology strategically and optimize efficiency. Romark Logistics is committed to delivering Personalized Service…Always.

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

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

Are you an experienced Accounts Receivable/B2B Collections professional with a strong background in commercial collections and customer account management? We are seeking a Sr. Accounts Receivable Specialist to join our growing finance team. In this role, you will manage the full accounts receivable lifecycle, drive collection efforts, resolve customer disputes, and partner with internal teams to improve cash flow while maintaining exceptional customer relationships. Responsibilities: • Invoicing & Billing., • Cash Application., • Collections., • Credit Management., • Aging Reports., • Maintain positive relationships with B2B clients to encourage timely payment., • Independently manage a portfolio of at least 300 B2B customer accounts., • Perform daily collections through phone calls, emails, and customer follow-up., • Develop and execute collection strategies to reduce delinquent balances and minimize bad debt., • Prioritize high-risk and aging accounts to maximize cash collections., • Negotiate payment arrangements and repayment plans when appropriate., • Escalate accounts requiring legal review or additional management attention., • Investigate and resolve customer disputes by partnering with Billing, Sales, Operations, and Branch Management., • Reconcile customer accounts, research unapplied cash, short payments, deductions, and payment discrepancies., • Maintain accurate customer records, payment commitments, and collection documentation., • Prepare and analyze aging reports and collection metrics to identify trends and opportunities for process improvement. Qualifications: • Associate's degree in Accounting, Finance, Business Administration, or a related field preferred (equivalent experience considered)., • Experience preparing and presenting AR reports to Sales and other managers., • Minimum of 5 years of Accounts Receivable and commercial collections experience., • Experience within construction, equipment rental, industrial services, or a related industry is strongly preferred., • Strong knowledge of accounts receivable, collections, credit risk, dispute resolution, and account reconciliations., • Proficiency with ERP systems and Microsoft Excel., • Strong Excel skills, including VLOOKUPs and PivotTables., • Excellent negotiation, communication, analytical, and organizational skills., • Ability to manage multiple priorities while maintaining attention to detail. The ideal candidate is a proactive problem solver who thrives in a fast-paced environment, enjoys building strong customer relationships, and has a proven ability to improve collections while balancing excellent customer service. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

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

A well-established public accounting and advisory firm is seeking a Bookkeeper with public accounting experience to provide hands-on bookkeeping and accounting support for clients. This is a great opportunity for someone who enjoys working directly with clients and wants to grow within a professional public accounting environment. Responsibilities: • Provide day-to-day bookkeeping and accounting support for clients, • Work onsite at a client location in Englewood approximately 3 days per week, • Answer client accounting questions and provide ongoing support, • Review and clean up monthly QuickBooks activity, • Post and code transactions in QuickBooks, • Prepare bank reconciliations and general ledger entries, • Prepare financial statements, • Reconcile prepaid expenses, accrued expenses, and fixed assets, • Assist with tax notices and follow-up items, • Support tax preparation and year-end accounting projects, • Assist with cash tie-outs, AP searches, AR items, and 1099s, • Work closely with clients and the engagement team, • Manage priorities across multiple client engagements Qualifications: • Public accounting experience required, • Associate’s or Bachelor’s degree in Accounting or related field, • Hands-on bookkeeping and accounting experience, • QuickBooks experience required, • QuickBooks data import experience is a plus, • Yardi experience is a plus, • Strong understanding of accounting principles, • Proficiency with Microsoft Excel, • Strong organizational and time-management skills, • Excellent written and verbal communication skills, • Ability to work independently and directly with clients, • Ability to travel to the Englewood client site approximately 3 days per week

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

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

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

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

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

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

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

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

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

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

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

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

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

Our Company AUX AIR USA is a leading provider of innovative, energy-efficient HVAC solutions, bringing superior climate control to homes and businesses across the United States. We are committed to sustainability and affordability, making premium environmentally friendly HVAC solutions. AUX AIR USA is a U.S. subsidiary of the AUX Group, an enterprise group established in 1986, spanning several industries focusing on air conditioning, power and energy and medical services. With 14 manufacturing bases and 6 global R&D centers, AUX AIR USA leverages the cutting-edge technology, to design products for the U.S. market ensuring they meet the highest performance standards and ease of use. Job Overview The Accounting role is responsible for managing daily accounting activities, month-end closing, and maintaining accurate financial records. This position handles journal entries, account reconciliations, accounts payable, vendor payments, and inventory accounting, including COGS and inventory reconciliations. The role also supports financial reporting, tax filings, audits, and external accounting partners. In addition, the position provides financial analysis to management, maintains accurate ERP data, and contributes to finance process improvements and other accounting projects. Responsibilities • Handle daily accounting transactions and month-end closing., • Prepare journal entries, account reconciliations, and financial reports., • Process vendor invoices, payments, and AP reconciliations., • Manage inventory accounting, COGS, and inventory reconciliations., • Support tax filings, audits, and external accounting service providers., • Prepare financial reports and support management with financial analysis., • Maintain accurate financial data in the ERP system., • Support finance process improvements and other accounting projects. Requirements • Bachelor’s degree in Accounting, Finance, or related field., • 2-5 years of accounting or finance experience., • Knowledge of GL, AP, inventory accounting, and month-end closing., • Experience with ERP systems such as SAP, Oracle, or NetSuite is preferred., • Strong attention to detail and analytical skills., • Good English communication skills., • Experience with a multinational or overseas sales company is preferred., • Fluency in both English and Chinese is required for this role. Compensation package • Competitive salary: $75,000-$90,000 USD per year, • Medical benefits, • 401(k), • Vision insurance, • Life insurance, • Dental insurance, • Paid sick time, • Paid time off, • Employee discount

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

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

SUMMARY OF POSITION Reporting to the Director of Financial Planning & Analysis, the Finance Manager – Distribution & Supply Chain will support financial planning, forecasting, reporting and analysis with a primary focus on distribution center, freight, supply chain and other costs affecting gross margin. The role will partner closely with Operations, Supply Chain, Logistics and Accounting to improve cost visibility, forecasting accuracy and operational performance. DUTIES AND RESPONSIBILITIES • Lead budgeting, forecasting and ongoing analysis of distribution center expenses, freight and other supply chain costs for assigned businesses., • Prepare monthly reporting and variance analysis for distribution center and logistics costs, highlighting key trends, risks, opportunities and savings initiatives., • Analyze inbound and outbound freight expenses to identify cost trends, operational inefficiencies and opportunities to improve transportation economics., • Evaluate standard costs, purchase price variances (PPV), material cost changes, freight, duties and other landed-cost components affecting inventory valuation and gross margin., • Partner with Operations, Supply Chain, Logistics and Accounting to improve cost visibility, forecasting accuracy and financial performance., • Support monthly financial and operating reviews, including analysis of distribution center productivity, cost drivers and performance against plan., • Develop financial models and business cases to evaluate distribution, logistics, capital investments and other operational initiatives., • Support cash flow and working-capital analysis related to inventory, freight and distribution activities., • Partner with Accounting to support accurate accruals, expense classification and alignment between actual results and forecasts., • Support the Director of FP&A with ad-hoc analysis, reporting and other finance initiatives as required. QUALIFICATIONS • Bachelor’s degree in Finance, Accounting, Economics, Business or related field., • Minimum four (4) years of relevant FP&A, finance or related experience., • Experience supporting distribution, logistics, supply chain, manufacturing or other operational finance functions preferred., • Strong financial modeling, analytical, organizational and communication skills., • Ability to translate operational and financial data into clear business insights and recommendations., • Detail-oriented, hands-on and comfortable partnering across multiple businesses and functions., • Advanced Excel and PowerPoint skills; experience with ERP, planning and reporting platforms preferred. Ad Populum Offers: • Competitive salary and benefits package, • Opportunities for professional growth and development, • Collaborative and supportive work environment Ad Populum LLC is an equal opportunity employer. Applicants will receive consideration for employment without regard to race, religion, color, sex, sexual orientation, gender, gender identity, gender expression, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information or disability, or any other basis prohibited by federal, state or local law. About Ad Populum Ad Populum aligns corporate strategy and fosters growth across its unique portfolio of subsidiary companies. Its brands include NECA, Joseph Enterprises, Rubies, Enesco, Party City, Kidrobot, WizKids, ExKaliber, Graceland, Smiffys and Radical Share, spanning pop culture collectibles, costumes, gifts and home décor, tabletop gaming, e-commerce, entertainment and marketing.

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

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

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

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

Company Description Lincoln Investment is a full-service broker-dealer and registered investment adviser dedicated to helping individuals and families achieve long-term financial well-being. With over 55 years of industry experience, the firm provides knowledgeable guidance through a nationwide network of more than 1,000 financial advisors. Lincoln Investment serves over 355,000 clients and oversees more than $46 billion in assets, offering an extensive array of carefully selected investment choices. The company emphasizes regulatory compliance and professional ethics in all client interactions and communications. Advisory services are provided through Capital Analysts or Lincoln Investment, and securities are offered through Lincoln Investment, Member FINRA/SIPC. Role Description The Financial Advisor / Client Service Associate is a full-time, hybrid role based in Cranford, NJ, with the flexibility to work from home for part of the schedule. This role involves providing financial guidance to clients, supporting retirement and investment planning, and assisting with the development and implementation of comprehensive financial plans. Daily responsibilities include meeting with clients, gathering and analyzing financial information, preparing proposals and reports, and executing investment and account service requests. The role also includes maintaining accurate client records, responding to client inquiries, coordinating with internal teams for compliance and operations, and participating in ongoing training to stay current on products, regulations, and market developments. The associate is expected to deliver high-quality, client-centered service while adhering to firm policies and industry standards. Qualifications • Candidates should possess skills in Financial Planning and Retirement Planning to help clients define goals and design long-term strategies., • Candidates should possess skills in Finance and Investments to analyze portfolios, assess risk, and recommend appropriate investment solutions., • Candidates should possess skills in Financial Advisory to provide personalized guidance, explain complex concepts clearly, and support informed decision-making., • Relevant professional licenses (such as FINRA Series 7 and 66 or equivalent) and life/health insurance licenses are strongly preferred or required, depending on role scope., • Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience in financial services., • Strong analytical, organizational, and communication skills, with attention to detail and the ability to manage multiple client relationships concurrently., • Demonstrated commitment to ethical standards, regulatory compliance, and maintaining client confidentiality., • Proficiency with financial planning software, CRM systems, and standard office applications; comfort working in a hybrid office/remote environment. Anticipated Compensation range: $45,000-$60,000

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

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

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

Are you working crazy hours for one of the big public accounting firms? This is a brilliant opportunity to make the transition to a mid-sized firm who prioritize work-life balance for their staff. -5 weeks of PTO -Summer Fridays -Firm-wide disconnect days to allow you to switch off from work -Flexible, hybrid schedules (50/50 home and office working). They’re looking to hire a Tax Manager for their Professional Services clients. They're a regional firm with office locations across NY, NJ and CT. You can work from any of their office locations with a flexible, hybrid schedule. You will get plenty of variety across tax planning, compliance and consulting, while managing and mentoring a small team. How to Apply If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Summit, NJ Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 475 Springfield Avenue Summit, NJ 07901 Company Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. • For more information, please visit simplicitygroup.com.

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

Company Description Barnum Financial Group is a financial planning and consulting firm located in Iselin, NJ. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions. Our team provides a full range of investment and risk management products and services to individuals and families. Role Description This is a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ. As a Financial Advisor, you will be responsible for providing strategic financial planning and consulting services to clients. Your day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning. Qualifications • Financial Planning and Finance skills, • Experience in Retirement Planning and Investments, • Financial Advisory skills, • Strong analytical and problem-solving abilities, • Excellent interpersonal and communication skills, • Ability to work well in a team and collaborate with others, • Attention to detail and strong organizational skills, • Knowledge of tax laws and regulations, • Life and Health, Series 7 and Series 66 licenses are highly desirable