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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.

Overview\n 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.” \n \n 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. \n 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. \n 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. \n 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. \n 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. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n 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. \n \n 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. \n \n 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. \n \n 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. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • 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.\n, • 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\n, • 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.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • 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\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\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.” \n \n 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. \n \n 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. \n \n 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. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • 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). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • 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.\n, • Familiarity with Circular 230\n, • 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.\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\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.” \n \n 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. \n \n 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. \n \n 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. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • 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). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • 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.\n, • Familiarity with Circular 230\n, • 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.\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Audit Senior (remote available) \n $90-110k base (depending on experience) + discretionary bonus + full benefits package \n Location: East Meadow, NY (in office visits preferred) \n \n We're an established Long Island audit and assurance firm specializing in co-op, condo, and HOA audits. We’re an easygoing group that values in-office camaraderie, with the remote infrastructure to support auditors across the US. We’re seeking an experienced Audit Senior who has audited Common Interest Realty Associations (CIRAs): homeowner associations, condominiums, and co-ops. You’ll own a stable book of 30+ annual audits, serving community association clients, most of whom we’ve held for decades. Apply now! \n \n What You’ll Do \n\n • Work a book of ~30 annual CIRA audit engagements\n, • Serve HOA, condominium, co-op, and other CIRA clients\n, • Prepare and review financial statements, audit workpapers, and related reports\n, • Collaborate directly with clients, boards, and management teams throughout engagements\n\n \n What We’re Looking For \n\n • BS Accounting\n, • CPA preferred\n, • 4+ years of external audit experience\n, • experience auditing HOAs, condominium associations, or co-ops required\n, • Strong client-facing communication and relationship-building skills\n\n \n Benefits & Perks \n\n • $90-110k base salary (DOE)\n, • Fully remote flexibility\n, • 35-hour standard workweek outside of busy season\n, • Busy-season hours are paid, not absorbed into your salary like at many firms\n, • Discretionary annual bonus (historically around 10%, paid in December)\n, • Firm-paid individual health insurance (small pre-tax contribution)\n, • Dental coverage available\n, • 401(k) with company matching contribution\n, • 15 paid days off to start, growing to 20 with tenure\n\n \n If you enjoy owning CIRA engagements and working directly with clients, let’s talk.

FP&A Analyst Location: 999 Clifton Avenue, Clifton, NJ (Hybrid) Department: Finance Reports To: FP&A Manager Position Summary We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights. We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z. Key Responsibilities Operations & Business Analysis · Track and analyze key financial and operational KPIs · Analyze location-level performance and identify trends, risks, and opportunities · Work with operational teams to understand the business drivers behind financial results · Identify opportunities to improve efficiency, reduce costs, and increase profitability Financial Planning & Analysis · Prepare and analyze monthly P&L reporting across locations and business units · Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis · Identify and investigate drivers of revenue, expense, and profitability changes · Assist with annual budgeting and periodic forecasting Excel, Data & Process Improvement · Build and maintain advanced Excel models, reports, and analytical tools · Use Power Query to import, clean, combine, and automate recurring data · Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions · Improve and automate manual or repetitive reporting processes · Learn new systems, data sources, and business processes quickly What We're Looking For Technical ability is important, but resourcefulness and ownership are equally important in this role. The successful candidate should be someone who: · Can take an assignment from concept through completion without requiring constant direction · Knows how to research and troubleshoot problems independently · Can take an incomplete data set or loosely defined problem and determine how to move forward Qualifications · Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field · 1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role · Advanced Microsoft Excel skills · Hands-on experience with Power Query and PivotTables · Working knowledge of P&Ls and financial statements · Strong analytical and problem-solving abilities · High attention to detail and accuracy · Strong written and verbal communication skills Preferred Qualifications · Experience with large data sets · Experience working with ERP, accounting, or financial reporting systems Compensation $60,000–$80,000 base salary, depending on experience and qualifications. What Success Looks Like Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.

Abra Health is in search of a Payroll Specialist to join our team! The Payroll Specialist is responsible for accurately and timely processing payroll for employees and ensuring payroll transactions comply with company policies, applicable federal and state regulations, and payroll procedures. This position manages payroll data, reviews timekeeping and compensation information, processes payroll adjustments, responds to employee payroll inquiries, and assists with payroll reporting, reconciliations, and audits. The Payroll Specialist works closely with Human Resources, Finance, managers, employees, and payroll service providers to ensure payroll is processed accurately and efficiently. Essential Duties and Responsibilities Payroll Processing • Process regular payrolls accurately and timely in accordance with established payroll schedules., • Review and verify employee payroll information, including hours worked, salaries, hourly rates, bonuses, commissions, deductions, reimbursements, and other earnings., • Review timecards and timekeeping records for accuracy and completeness., • Process payroll adjustments, off-cycle payments, manual checks, supplemental payments, and corrections as needed., • Calculate and process employee deductions, including benefits, retirement contributions, garnishments, and other authorized deductions., • Review payroll registers and reports prior to payroll submission to identify and resolve discrepancies., • Coordinate direct deposit changes and assist with payroll-related banking requirements., • Ensure payroll deadlines are met and payroll is processed according to company procedures. Employee and Manager Support • Respond to employee and manager questions regarding pay, deductions, direct deposit, timekeeping, tax withholding, and payroll policies., • Research and resolve payroll discrepancies in a timely and professional manner., • Explain payroll calculations, deductions, earnings, and adjustments clearly to employees and managers., • Maintain confidentiality when handling employee compensation and personal information. Payroll Reconciliation and Reporting • Reconcile payroll reports to ensure payroll expenses, deductions, and liabilities are accurate., • Review payroll reports for unusual or unexpected changes and investigate discrepancies., • Prepare and maintain payroll-related reports for Finance, Human Resources, management, and auditors., • Assist with payroll-related journal entries and accounting reconciliations as needed., • Maintain accurate payroll records and supporting documentation., • Assist with month-end, year-end, and audit-related payroll requests. Compliance and Tax Administration • Maintain knowledge of applicable federal, state, and local payroll requirements., • Assist with payroll tax reporting and compliance activities., • Support the administration of wage garnishments, levies, and other legal payroll deductions., • Ensure payroll practices comply with applicable wage and hour requirements., • Assist with year-end payroll activities, including W-2 and other applicable reporting., • Support internal and external payroll audits by providing accurate documentation and reports. Payroll Systems and Process Improvement • Maintain accurate employee information within the payroll system., • Assist with payroll system testing, implementation, and updates., • ., • Assist with system integrations between payroll, timekeeping, benefits, retirement, and other HR systems., • Participate in payroll projects and process improvement initiatives. Qualifications • 2+ years of payroll processing experience preferred., • Experience processing payroll for multiple states preferred., • Working knowledge of payroll principles, wage and hour requirements, and payroll deductions., • Experience with payroll and timekeeping systems., • Strong attention to detail and accuracy., • Strong analytical and problem-solving skills., • Ability to maintain confidentiality and handle sensitive employee information., • Excellent organizational and time-management skills., • Strong written and verbal communication skills., • Ability to manage multiple priorities and meet strict payroll deadlines., • Proficiency in Microsoft Excel and Microsoft Office. Preferred Experience • Experience with ADP Workforce Now or a similar payroll platform., • Experience with multi-state payroll., • Experience with hourly and salaried employees., • Experience processing bonuses, commissions, reimbursements, and other supplemental earnings., • Experience with payroll reconciliations and audits., • Experience with 401(k) and other benefit deductions., • Experience with payroll tax and year-end processes. Key Competencies • Accuracy and Attention to Detail, • Confidentiality and Integrity, • Payroll Knowledge, • Analytical and Problem-Solving Skills, • Organization and Time Management, • Communication, • Customer Service, • Accountability, • Process Improvement, • Ability to Meet Deadlines Education High school diploma or equivalent required. Associate's or bachelor's degree in Accounting, Finance, Human Resources, Business Administration, or a related field preferred. Salary: $65,000-$70,000. Work Environment This position is primarily office-based and requires regular interaction with employees, managers, Human Resources, Finance, and external payroll providers. The Payroll Specialist must be able to work effectively in a deadline-driven environment, particularly during payroll processing periods. "All employees have the responsibility to adhere to our organization's policies, procedures, and code of conduct, as well as uphold all facets of our comprehensive compliance program. This commitment is fundamental to maintaining the highest standards of integrity, ethics, and regulatory adherence within our workplace."

Montefiore has collaborated with Amazon One Medical to become the chief specialty care partner for Amazon One Medical’s primary care patients in Manhattan in Westchester County. Under the general direction of the Senior Director, Analytics and Decision Support, the Sr. Financial Analyst will create, maintain, and monitor revenue cycle and operational reports and analysis for senior executive leadership. Must be able to understand the needs of the leadership and create executive summary reports as well as detailed analytics to support the continuing growth of the partnership. Key duties include: Prepare monthly Accounts Receivable Analysis and journal entries to support month end close process; Reconcile Monthly Revenue to Lock Box and provide approval for funds transfer to Amazon; Reconcile detailed visit and billing transactions to monthly statement, and work with Amazon One team to identify and resolve issues; Partner with IT to develop and maintain (Power BI) KPI dashboard. Qualifications: • Working knowledge of Physician practice/revenue cycle management required., • Bachelor’s in finance, Healthcare Management, or Accounting Required - Masters Preferred, • Combination of 3-5 years of experience within Healthcare Revenue Cycle and Finance Required, • Experience with Power BI and SQL Preferred, • Strong Excel skills (pivot table, v-lookups, macros, etc), • Working knowledge of EPIC Preferred, • Critical thinking skills and the ability to manage time and multiple concurrent projects Montefiore Medical Center is an equal employment opportunity employer. Montefiore Medical Center will recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, sexual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law.

Full Time | Hybrid | Clifton, NJ or Atlanta, GA | Reports to: CFO Jaffa is a growing alternative asset management and reinsurance platform. We are seeking a senior, hands-on Controller to own accounting, reporting, controls, audit, and tax coordination across a complex, multi-entity business. This is a high-ownership role for someone who wants to build and run a strong accounting function. The Controller will lead the close and reporting process, manage outside providers and a small internal team, work directly in the details, and help strengthen the systems and processes needed as the company grows. Responsibilities • Lead monthly, quarterly, and annual close, financial reporting, reconciliations, accruals, allocations, intercompany activity, and cash accounting., • Coordinate audits, tax filings, regulatory reporting, and day-to-day relationships with auditors, tax providers, banks, brokers, administrators, and other outside partners., • Prepare financial statements, management reporting, variance analysis, and clear commentary on material issues., • Strengthen accounting policies, internal controls, processes, and systems., • Manage and develop the accounting team while remaining hands-on.Qualifications, • 10+ years of accounting and controllership experience, including a Controller or comparable senior accounting role., • Strong technical accounting skills and experience with complex, multi-entity reporting, close, audit, tax, and controls., • Analytical judgment, strong communication skills, and the ability to identify and explain important financial issues., • Experience in a meaningful-scale, institutional environment and the ability to bring that discipline to a growing organization., • CPA and experience in asset management, insurance, reinsurance, or complex financial services are preferred.Compensation & Location Base salary: $150,000 to $225,000, commensurate with experience. Benefits include 401(k) match, health reimbursement arrangement, paid time off, and sick leave.

Small CPA firm ( 25 professionals) in Midtown is looking for a staff/senior tax accountant to Prepare individual, closely held corporate and partnership tax returns with an emphasis on high net worth individual returns with many k-1's and multi state. You should have 2-3 years current CPA firm experience, some parts of the CPA exam passed is a plus. Salary range is $110,000-$120,000 plus a large bonus, very competitive benefits, hybrid 2-3 days depending on the time of year, very good work/life balance and tremendous growth potential.

Well established family office in Midtown Manhattan that has a diverse portfolio of 200+ entities is looking for a senior accountant to help manage day to day accounting, including bank recs, cash flow analysis, record and reconcile daily transactions, maintain audit ready documentation, enter and reconcile K-1's and more. You should have 5-7 years of CPA firm experience working with family offices or have direct family office experience in a high volume environment. Base salary is going to $160,000 plus a nice bonus and excellent benefits and a hybrid working environment.

About the Company Our agents help families across the country find the Life Insurance, Retirement Solutions, and Financial Services Solutions they need to protect their futures. About the Role As a Sales Specialist, you will help clients understand their life insurance options, including a revolutionary form of Life Insurance called Living Benefit Life Insurance. We are partnered with over 25 industry-leading carriers, giving you a wide range of products to offer your clients. What You’ll Do • Connect with prospective clients through our marketing and lead platform, • Conduct client consultations to understand their needs and goals, • Present life insurance and financial protection options, • Help clients through the application process, • Build and maintain client relationships, • Follow up with clients and prospective clients, • Maintain accurate sales records and follow compliance guidelines Qualifications • Sales experience preferred, but not required, • Strong communication and presentation skills, • Self-motivated and able to work independently, • Life insurance license or willingness to obtain one, • Ability to work remotely Integrity Health Plan • Preventive services covered at 100%, • Nationwide network, • HSA eligible plans with $2,500 or $5,000 deductibles, • No open enrollment Compensation • 1099 independent contractor, • 100% commission-based with performance incentives, • No cap on income, • Monthly bonuses paid on the 15th, • Residual income on the anniversary of client sales Our goal is to help individuals and families find financial protection while giving our agents the tools, products, and support they need to build their business.

Product Engineer – Full Stack & Agentic AI New York | Hybrid – 3 days in-office | Up to $200,000 base + equity We’re working with a fast-growing fintech company building AI-powered software to automate complex financial workflows. Following significant new funding, they’re expanding their engineering team and looking for a Product Engineer who enjoys taking ownership and getting useful features into the hands of users. As the Product Engineer, you’ll work directly with business users and domain specialists to understand their day-to-day processes and turn manual work into practical software. This could involve automating invoicing and approvals, processing documents, or connecting the platform with existing business systems. You’ll own features across React and TypeScript frontends and Node.js and Python services, building production AI features and agentic workflows along the way. The role combines hands-on development with user discovery and product planning, giving you a direct influence on what gets built and how it works. Experience: • 3+ years of commercial experience as a Software Engineer or Product Engineer., • Experience at a major technology company or established startup known for strong engineering standards., • Strong full-stack development experience, including ownership of user-facing applications., • Experience shipping production features powered by LLMs or agentic workflows., • Experience with React, TypeScript and backend development using Node.js or Python., • Ability to work directly with non-technical users and translate business needs into practical software., • Experience using AI coding tools (Claude Code), with sound judgment about code quality, security and maintainability., • Computer Science degree from a strong university., • Familiarity with GraphQL, PostgreSQL, event-driven systems or GCP would be beneficial. You’ll join a small engineering team with experienced leadership and an established customer base. Previous financial services experience is nice to have, but you’ll need curiosity about the domain and an enthusiasm for building products people use. They are offering a base salary of up to $200,000, plus equity, medical, dental and vision coverage, and unlimited PTO (paid time off). Applicants must have US work authorization (US Citizenship, Green Card), as they are unable to consider candidates requiring visa sponsorships or transfers. If you are interested in this Product Engineer – Full Stack & Agentic AI role, please send your CV to Jennifer Palmer at IT Recruitment Solutions.

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link _ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the help we’ve provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8, • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 2. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 3. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 4. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 5. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023., 6. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

Job Type: Full-time In Person Job Description: Mid-sized well established accounting firm seeks a highly motivated and detail-oriented Staff Accountant to join our firm. Our firm prides itself as being a leader in providing accounting services, financial planning, tax, and estate planning, and more to its diverse client base. The firm offers an excellent opportunity for personal growth by having your efforts recognized in a progressive, more personalized CPA firm. Must be motivated, have the ability to multi-task, and be organized. Candidate should be a self-starter with a strong, detail-oriented personality. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. The candidate should also have experience of working directly with clients and demonstrate the ability to complete projects accurately and efficiently. Have excellent verbal and written communication skills. We offer a competitive salary plus health benefits. Please include Salary Requirements. Education: · Must have B.A./B.S. degree in Accounting (MST/MBA is a plus) Qualifications: · CPA is a plus · Strong technical skills in taxation · 1 plus years of work experience a plus · Proficient in QuickBooks. · Proficient in Word and Excel. · Knowledge of UltraTax is a plus. Benefits: · Performance Bonus · Dental insurance · Health insurance · Paid time off · Vision insurance

Hybrid working, 5 weeks of PTO (+holidays), a reduced summer schedule and reasonable busy season hours. These are just some of the reasons why staff retention is so strong in this New Jersey CPA firm. They're looking to hire their next Tax Manager. The Partners are winning new clients which is creating opportunities for all of their staff. You'll get a wide range of experience. You'll be reviewing tax returns for HNW individuals and businesses across multiple industries (with an emphasis on real estate and professional services). You will still support with preparation for some of the complex clients with multiple K1s. So if you're an ambitious Tax Manager who is looking for flexibility, progression and a strong work-life balance, hit apply and I can tell you more about the firm. 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 Overview We're a leading beverage distribution company based in New Jersey, seeking an experienced Controller to oversee all accounting and financial operations of the business. This is a hands-on leadership role responsible for financial reporting, internal controls, cash flow management, and process improvement in a fast-paced distribution environment. The ideal candidate will bring strong accounting expertise, operational insight, and the ability to improve systems and reporting. Key Responsibilities Financial Management & Reporting • Oversee all accounting operations including general ledger, AR, AP, inventory, and payroll, • Prepare accurate and timely monthly, quarterly, and annual financial statements, • Manage and execute the month-end and year-end close process, • Maintain and reconcile all balance sheet accounts, • Coordinate with external CPA firm for tax filings and year-end review Cash Flow & Working Capital Management • Monitor and manage cash flow and liquidity, • Oversee accounts receivable and collections, • Analyze and improve AR aging and customer credit policies, • Manage vendor payments and optimize payment terms, • Develop and maintain cash flow forecasts Inventory & Cost Accounting • Oversee inventory accounting and reconciliation, • Ensure accurate inventory valuation and costing, • Monitor and report on inventory variances and shrinkage, • Partner with operations to improve inventory controls and processes Operational & Financial Analysis • Develop and maintain margin reporting by SKU, customer, and channel, • Analyze profitability across key accounts (e.g., Costco, Jetro, Restaurant Depot, direct store delivery), • Support pricing and cost decisions with data-driven analysis, • Prepare management reports and dashboards Compliance & Internal Controls • Establish and maintain strong internal controls, • Ensure compliance with state and local regulations, including: New York State container deposit laws, • Oversee sales tax filings and regulatory reporting, • Support audit processes and documentation Systems & Process Improvement • Optimize use of Sage 100 ERP system, • Identify and implement process improvements and automation, • Leverage technology and AI tools to improve efficiency and reporting, • Reduce manual processes and improve data accuracy Qualifications Required • Minimum 5+ years experience as a Controller or equivalent role in a small to mid-sized business, • Strong experience in distribution, beverage, or consumer goods industry, • Hands-on experience with inventory and cost accounting, • Experience managing accounts receivable, collections, and cash flow, • Knowledge of New York State container deposit (bottle bill) accounting and reporting, • Strong understanding of GAAP and financial reporting, • Experience with ERP systems (preferably Sage 100 or similar) Preferred • CPA or public accounting background (e.g., audit experience), • Experience working in a family-owned or entrepreneurial business, • Experience implementing systems improvements or automation, • Advanced Excel and financial modeling skills, • IMPORTANT Key Attributes Hands-on and detail-oriented Strong organizational and leadership skills Ability to operate in a fast-paced, operationally driven environment Excellent communication skills with both financial and non-financial teams Proactive problem solver with a continuous improvement mindset Compensation Competitive salary commensurate with experience Performance-based bonus Health benefits and paid time off Why Join Us Established and growing beverage company with strong market presence High-impact role with visibility to ownership Opportunity to improve systems and drive operational efficiency Collaborative, family-oriented work environment

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.

Company Description Robinhood Diamonds is a New York–based jewelry company specializing in high-quality diamond products and personalized customer service. The organization focuses on craftsmanship, ethical sourcing, and long-term relationships with both retail and wholesale clients. Operating in a fast-paced, detail-oriented environment, Robinhood Diamonds values accuracy, integrity, and reliability in all financial and business operations. Team members collaborate closely across sales, operations, and finance to support sustainable growth and a strong reputation in the marketplace. Role Description The Accountant Full Charge is a full-time, on-site role based in New York, NY, responsible for end-to-end accounting and day-to-day financial operations. This role manages the general ledger, processes accounts payable and receivable, reconciles bank and credit card accounts, and prepares monthly, quarterly, and annual financial statements, filing NY state tax. The position oversees payroll entries, maintains accurate inventory and cost accounting records, and ensures compliance with relevant tax, regulatory, and internal control requirements. The Accountant Full Charge collaborates with management on budgeting, cash flow analysis, and financial reporting, and provides timely, data-driven insights to support business decisions. This role also coordinates with external auditors and advisors as needed and continuously improves accounting processes and systems. Qualifications • Strong general accounting skills, including full-charge bookkeeping, general ledger management, and preparation of financial statements., • Proficiency in accounts payable, accounts receivable, bank and credit card reconciliations, and payroll-related entries., • Experience with inventory, cost accounting, and handling financial records for product-based or retail businesses., • Ability to use accounting and ERP software, along with strong Excel skills for reporting, analysis, and reconciliation., • Knowledge of basic tax concepts, regulatory requirements, and internal controls that apply to small and mid-sized businesses., • Excellent attention to detail, organizational skills, and the ability to manage multiple deadlines in a fast-paced environment., • Strong analytical, problem-solving, and communication skills, with the ability to explain financial information to non-finance colleagues., • Ability to work on-site in New York, NY, collaborate with cross-functional teams, and handle confidential information with discretion., • Bachelor’s degree in Accounting, Finance, or a related field; relevant certifications (e.g., CPA, CMA) are a plus., • Prior experience in the jewelry, retail, or wholesale industry is beneficial but not required.

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 $35,500 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)

Job Title: Senior Python Developer Location: Rutherford, NJ (3 days onsite in a week) Duration: 8 months Pay Range: $80-$90/hr. on W2 Job Description: Seeking an experienced Senior Python Developer to build scalable, data-driven applications and AI-powered solutions, including GenAI, LLMs, and RAG-based systems. The role involves developing high-performance services, optimizing databases, and collaborating with cross-functional teams to deliver production-ready solutions. Key Responsibilities: Develop scalable Python applications, APIs, and asynchronous workflows. Design and optimize data models, databases, and vector search solutions. Build and integrate AI/ML, LLM, GenAI, and RAG-based solutions. Implement AI frameworks, multi-agent workflows, and model fine-tuning. Deploy, monitor, and optimize production services. Collaborate with product, architecture, and engineering teams. Required Skills: Strong Python programming, FastAPI, and asynchronous programming. Experience with LLMs such as OpenAI, Gemini, Claude, or Llama. Knowledge of PyTorch, TensorFlow, LangChain, LlamaIndex, or Hugging Face. Experience with RAG, PostgreSQL, vector databases, and advanced retrieval. Knowledge of prompt engineering, AI workflow orchestration, Docker, and production API deployment. Please share with me your updated resume if you are interested in applying for this role. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit _ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Senior Accountant About the Opportunity We are seeking a detail-oriented Senior Accountant to join a growing finance team. This role offers broad exposure to financial reporting, project accounting, cash management, month-end close activities, and operational accounting functions. The ideal candidate is analytical, highly organized, and comfortable working in a fast-paced environment with multiple priorities. Key Responsibilities • Support monthly, quarterly, and annual financial reporting processes., • Prepare and review journal entries, account reconciliations, and general ledger analyses., • Assist with month-end and year-end close activities to ensure timely and accurate reporting., • Track project-related financial activity, budgets, and cost allocations., • Assist with revenue recognition and project profitability reporting., • Support external audits, financial reviews, and compliance requests., • Prepare documentation required for insurance, tax, and regulatory reporting., • Maintain and improve accounting procedures, controls, and system efficiencies., • Partner with operations and project teams to ensure financial deliverables are completed accurately and on schedule., • Participate in special projects and process improvement initiatives as needed. Qualifications • Bachelor's degree in Accounting., • 4+ years of progressive accounting experience., • CPA designation or CPA-track., • Strong understanding of general ledger accounting and financial reporting., • Proficiency with ERP/accounting software and Microsoft Excel., • Strong analytical, organizational, and problem-solving skills., • Ability to manage multiple deadlines in a fast-paced environment., • Excellent communication and collaboration skills., • Self-motivated with a high level of accuracy and attention to detail. Why Apply? • Competitive compensation and benefits package, • Collaborative and supportive team environment, • Opportunity for professional growth and career advancement, • Exposure to a wide range of accounting and financial operations, • Stable organization with long-term growth opportunities

Every week, business owners across the United States need capital to hire, expand, buy equipment, or get through a slow season. Our Business Finance Advisors help them get it. At Block Equity Group, we connect small and mid-sized businesses with funding solutions, from SBA financing to revenue-based financing and other commercial funding options. We’re growing our Midtown Manhattan team and hiring Business Finance Advisors who want to build a long-term career in sales and finance. Workplace: On-site, Midtown Manhattan, New York, NY Who This Role Is For • Early-career professionals looking for a long-term path in finance, • People in retail, hospitality, real estate, insurance, recruiting, or customer service who are ready to move into finance, • Professionals with 1–3 years in a client-facing role who want a clear path to leadership, • Recent graduates interested in business, finance, or entrepreneurship What You’ll Do • Connect with business owners through outbound calls and email, • Run discovery conversations to understand each client’s goals and funding needs, • Match clients with the right financing solutions and guide them through the process, • Build and manage your own pipeline of prospective clients, • Build your consultative, communication, and negotiation skills with daily coaching What We Offer • Structured onboarding and hands-on training, • Mentorship from experienced advisors and leadership, • A promote-from-within path to senior advisor, leadership, and management roles, • A collaborative, supportive team environment What Helps You Succeed • Confident, professional communication, • A strong work ethic and desire to grow, • Coachability and curiosity about business and finance Prior sales or customer-facing experience is a plus, but not required. No finance background or license needed. We’ll teach you the industry. Whether you’re starting your career or looking to transition into financial services, Block Equity Group provides the training, leadership, and platform to help you grow.

Company Description Barnum Financial Group is a financial planning and consulting firm located in Paramus, 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 Paramus, 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

*Required Qualifications* It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting)! Please do not apply if your background does not fall in line with either #1 or #2 above. Job Title: Consultant - Executive Recruiter(title will be commensurate with experience) Location: Remote or Hybrid - preferably based out of NY or NJ (but flexible) Commitment: 20-40 hours per week Compensation: Commission based role - percentages based on experience - significant earning potential based on performance Overview: Seeking a detail-oriented Recruiters at all levels to assist with the high volume of incoming applications as well as targeted outreach. Knowledge of Financial Services Accounting or Middle Office Finance REQUIRED. This role focuses primarily on sourcing/recruiting new candidates, reviewing resumes, screening candidates, and recommending qualified applicants for next-stage interviews for roles within Hedge Funds, Private Equity Funds, Real Estate Firms and Alternative Asset Managers. Ideal for someone with a strong recruiting background or accounting/finance background who thrives on efficiently identifying talent and ensuring an exceptional candidate experience. Key Responsibilities: • Source new candidates through LinkedIn and cold messaging/calling., • Review and evaluate large volumes of incoming resumes for multiple open roles., • Assess candidate experience and qualifications against job requirements., • Categorize and prioritize applications using an applicant tracking system (ATS)., • Conduct brief screening calls as needed to confirm basic fit or interests., • Collaborate with hiring managers and full-time recruiters to align on role criteria., • Maintain accurate candidate records and notes within the ATS., • Provide weekly summaries or recommendations of top candidates. Qualifications: • 2-10+ years of experience in an Accounting, Finance or Recruiting position, • Strong ability to quickly interpret resumes across a variety of roles or industries., • Excellent judgment and attention to detail., • Familiarity with ATS platforms (e.g., Greenhouse, Workday, etc)., • Strong written and verbal communication skills., • Self-starter who can manage workload independently in a remote environment.

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Collaborate with a team of professionals while maintaining autonomy over your business What We Offer • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Clear pathways for leadership and team-building opportunities What We’re Looking For • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice, • High level of professionalism, integrity, and client-first focus Why Join Lee, Nolan & Koroghlian, LLC? We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

Client ownership | Broad industry mix | Senior role in a growing tax team If you enjoy being the person clients call for advice, this role offers the chance to take real ownership of those relationships while leading complex tax work. An established CPA and advisory firm of around 150 people is looking for a Tax Senior Manager in New York City. Its clients include entrepreneurial businesses, business owners and high-net-worth individuals across real estate, manufacturing and distribution, art galleries, retail, construction and nonprofit organisations. You’ll work closely with Partners, serve as a senior point of contact for clients and help develop the tax professionals around you. The opportunity • Own key client relationships and lead tax engagements, • Perform final review of complex returns and workpapers, • Advise business owners and high-net-worth clients on tax planning, • Handle complex federal and state tax matters, • Work with trust and estate documents where relevant to client tax planning, • Mentor staff and managers, and help improve the team’s work, • Identify opportunities to provide further advice to existing clients What they’re looking for • 10+ years of public accounting tax experience, including at least two years in management, • Strong review, planning and client advisory experience, • Confidence managing engagements and advising clients directly, • Experience with a varied commercial and private client base; real estate exposure would be particularly useful, • A background in a stable, mid-sized public accounting firm, • CCH Axcess or Engagement experience would be helpful 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.

About the Company A growing, innovative company operating at the intersection of technology, advertising, marketing, and branding is seeking a hands-on Controller to support its continued growth. The company operates in a fast-paced, entrepreneurial environment where technology, innovation, and operational efficiency are central to its business. About the Role The Controller will oversee day-to-day accounting operations, financial reporting, cash management, and internal controls. This individual will play a key role in strengthening accounting processes, maintaining accurate financial records, and providing leadership with meaningful insights into the company's financial performance. Responsibilities • Oversee day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and cash management., • Manage monthly, quarterly, and year-end close processes., • Prepare and review financial statements, P&L reports, and management reporting packages., • Maintain accurate financial records and ensure compliance with GAAP., • Oversee bank reconciliations, balance sheet reconciliations, and cash flow reporting., • Develop and maintain accounting policies, procedures, and internal controls., • Support budgeting, forecasting, and financial planning in partnership with leadership., • Analyze financial results, monitor expenses, and identify opportunities to improve efficiency., • Coordinate with external accountants, tax advisors, auditors, and other financial partners., • Oversee payroll accounting, expense reporting, and related reconciliations., • Provide financial analysis and reporting to support strategic business decisions. Qualifications • Bachelor's degree in Accounting, Finance, or a related field., • 6+ years of progressive accounting experience, including prior Controller or senior-level accounting responsibilities., • Strong understanding of GAAP, financial reporting, and internal controls., • Experience managing month-end close and financial statement preparation., • Proficiency in Excel and accounting software; QuickBooks or similar platforms preferred., • Industry experience in advertising, marketing, branding, creative agencies, or related professional services is strongly preferred., • Strong analytical, organizational, and problem-solving skills., • Ability to work independently, manage competing priorities, and improve existing processes., • Excellent communication skills and the ability to collaborate with leadership and cross-functional teams.

LHH Recruitment Solutions is partnering with a small, start-up environment company seeking a hands-on Senior Accountant to join the team. This is an excellent opportunity for someone who enjoys owning the month-end close process, wearing multiple hats, and helping build scalable accounting processes as the organization continues to grow. Key Responsibilities: • Own month-end, quarter-end, and year-end close activities, • Prepare journal entries, including payroll, accruals, prepaids, allocations, and other accounting adjustments, • Maintain prepaid, accrual, fixed asset, and other supporting schedules, • Manage accounts payable and accounts receivable processes, including vendor payments, expense reporting, collections, and cash management, • Review revenue and billing schedules to ensure accurate invoicing and compliance with ASC 606 revenue recognition requirements, • Reconcile bank accounts, credit cards, and balance sheet accounts while investigating and resolving discrepancies, • Oversee vendor onboarding, payment approvals, and related accounting processes, • Assist with ERP reporting, financial analysis, and budget-to-actual reporting, • Support audits, tax filings, process improvements, and internal controls initiatives What We're Looking For: • Bachelor's degree in Accounting, Finance, or a related field, • 3+ years of accounting experience with hands-on ownership of month-end close, journal entries, accruals, and account reconciliations, • Strong balance sheet reconciliation experience, including bank reconciliations and resolving accounting discrepancies, • Experience with NetSuite, • Advanced Excel skills and an interest in leveraging automation and AI tools to improve efficiency, • Highly organized, analytical, and detail-oriented with excellent communication skills, • Comfortable working in a growing environment where processes continue to evolve Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

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

REAL ESTATE ACCOUNTANT Description Join a dynamic commercial real estate development and investment firm located in Ridgewood, New Jersey with exposure to mixed used, retail, industrial, and multifamily real estate life cycle. A family-based office that includes Architecture, Construction and Ownership of an award-winning portfolio. Role Seeking a full-time entry-level Real Estate Accountant to support the Director of Leasing and Asset Management. This role has the potential to lead to CFO and CPA licensure. Qualifications & Opportunity The successful candidate will possess the following: · Candidates must be extremely organized and capable of multi-tasking · Knowledge of QuickBooks a plus. · Superior attention to detail and deadline oriented · The ability to independently manage multiple projects in an accurate and timely manner · Must be a team player with a desire to work in the office and on the field · Strong written and oral communication skills · Promote best practices, procedures, and processes for organizational efficiency · Strong interest in the Real Estate industry · An undergraduate degree in accounting is required, please provide GPA on your application · Driver’s license a must Responsibilities · Provide support to the Asset Manager · Account for leases, renewals, and lease abstracts · Create and maintain active listings for real estate vacancies through online platforms · Provide project support to other officers of the team as needed · The company operates in-person, Monday – Friday Benefits · Competitive base salary ranging from $46,000 to $68,000 depending on experience · Yearly Performance Bonus and 401-K · Overtime pay · Health Insurance stipend · Paid sick time · Project related travel reimbursement · On-the-job-training · Continuing Education Support · Great potential for career growth · A lean, efficient, work hard, but fun culture. · No red tape, extremely flat organization. Results oriented. Our Company Nick Tsapatsaris & Associates was founded in Ridgewood, New Jersey in 1990. The firm DESIGNS, BUILDS AND OWNS commercial real estate. With a strong collaborative team of in-house architects, engineers, construction, and property managers, the firm has been recognized with multiple awards including the prestigious New Jersey Smart Growth Award for their Guenther Mill project in Dover, NJ. Our Environment Our office resides in the fly loft of a historic theater above the stage and at the rear of the building where scenery set designs and props were once stored. The building is known as “The Play House.” This very special office environment mirrors the versatile and entrepreneurial projects we are involved in. We hold brainstorming sessions where everyone gets an opportunity to catch up and where many great ideas are often born. Most importantly, we have a strong belief that a work environment can be productive, challenging, but also fun.

Office Operations Lead | Forefront Advisory Clifton, NJ | Full time | Salaried | In office Forefront Advisory is a full service CPA and bookkeeping practice with more than 20 years of history. The Office Operations Lead is central to the firm’s daily operations. Billing, filing, client communication and compliance all pass through this position. Position Significance This is one of the most important positions in the firm. Filing accuracy, billing integrity and client responsiveness depend on it. The practice has served clients for more than 20 years. Current ownership assumed control three years ago, and revenue has grown more than 15 percent in each year since. We are seeking a long term addition to the team who will grow with the firm and help shape this role as it expands. Responsibilities • Billing across the full client lifecycle, • Bookkeeping, • Front desk, telephone and client reception, • Annual report filings, • Workers compensation audits, • Completeness review of tax returns, serving as the final review before filing, • Electronic signature collection and electronic filing Role Development Our longtime office administrator is transitioning toward retirement. During the first tax season, the successful candidate will work alongside her and receive training from her. Thereafter, this position assumes full ownership of office operations. Firm Standards Accuracy is the standard here and it is not negotiable. Every return, invoice and filing that leaves this office carries the firm’s name. We expect meticulous work every time, and we expect errors to be owned and corrected immediately. Clients receive proactive communication. Issues are identified and resolved well before deadlines. The firm operates within an established system. The successful candidate will work within it and will also be expected to evaluate and improve workflows to increase efficiency and strengthen the client experience. Latitude to implement change is earned through consistent, reliable work. Technology Lacerte experience is greatly preferred. The firm uses Canopy for its client portal, invoicing, client bill pay and document storage. The firm also uses AccountantsWorld and QuickBooks. Schedule This is an in office position. Tax season, January 1 through April 15 and August 15 through October 15 is the firm’s busiest period and demands full commitment. The remainder of the year offers meaningful schedule flexibility. Qualifications • Several years of experience in a CPA, accounting or bookkeeping office, including tax seasons, • Proficiency in Lacerte, • Demonstrated ability to manage outcomes independently, • Professional client communication and strong deadline discipline, • Exceptional attention to detail and a record of improving processes, • Candidates returning to the workforce are encouraged to apply Compensation $60,000 to $75,000, commensurate with experience. Off season schedule flexibility. Eligible for a tax season bonus based on firm results and individual performance.

Company Overview A growing, multi-platform investment firm based in New York, the company operates across advisory, capital markets, and direct investment activities through several subsidiaries. Two of those entities are regulated: a FINRA-registered broker-dealer and an SEC-registered investment adviser. The firm has built a lean, high-caliber team and is planning significant further growth. To date, its bookkeeping, accounting, compliance, tax, payroll, and financial administration have been supported by outside providers, a model the business has now outgrown. The Opportunity This is a foundational, hands-on finance leadership role designed to bring the firm's finance function in-house and build its financial infrastructure from the ground up. As the firm's first in-house finance leader, the Controller will own accounting, consolidation, treasury, and regulatory finance across a multi-entity platform while partnering directly with leadership on planning for every business line. This role requires a professional who can execute in the details today while building the processes, controls, and team the firm will need at scale. Key Responsibilities Build the Finance Function • Lead the transition of outsourced bookkeeping, accounting, compliance, tax, payroll, and financial administration in-house., • Design and document scalable finance processes, controls, and systems to support the firm's growth., • Build the internal team and outside vendor model required to support future scale. Accounting and Operations • Own procure-to-pay and order-to-cash processes., • Lead the monthly close and deliver timely, accurate monthly financial reporting., • Manage treasury accounting and cash management., • Oversee fund accounting, including allocations., • Execute consolidation across the firm's subsidiaries. Regulatory Finance • Support financial operations and reporting for the FINRA-registered broker-dealer and the SEC-registered investment adviser., • Partner with compliance, auditors, and tax advisors on regulatory filings and requirements. Planning and Partnership • Drive budgeting, forecasting, and planning across the advisory, capital markets, and direct investment platforms., • Serve as a trusted finance partner to leadership and business heads. Ideal Professional Profile • 8 to 10 years of progressive accounting and finance experience., • Background at a multi-platform investment firm, large financial institution, or third-party fund administrator, rather than a narrowly focused single-strategy fund., • Hands-on fund accounting experience., • Experience with treasury and regulatory financial operations., • Proven track record designing and implementing finance processes and controls., • Multi-entity accounting and consolidation experience., • Strong cross-functional stakeholder management skills., • A builder who enjoys creating structure, equally comfortable in the details of the close and in planning conversations with leadership., • Collaborative and outgoing, with the ambition and judgment to step into a CFO-track role., • CPA preferred., • Based in the New York City area and available to work in office full-time. Work Environment This is a full-time, in-office role working closely with a small, fast-moving team in New York. The environment rewards initiative, ownership, and comfort building in a firm that is scaling quickly.

Always filming, editing, and on top of the latest trends? Turn that into real experience running social media for a growing finance company in NYC. Block Equity Group connects small and mid-sized businesses with funding solutions, from SBA financing to revenue-based financing and other commercial funding options. We’re looking for a creative, outgoing Social Media & Content Creation Intern to build our presence online and show people the team behind the work. Workplace: Hybrid, Midtown Manhattan, New York, NY Schedule: Full-time. You’ll be in our Midtown office most days, with some remote flexibility, plus about one visit a month to our Rockville Centre (Long Island) office. What You’ll Do • Create engaging social media content, including Reels, videos, and graphics, • Manage daily posting, captions, and content scheduling, • Assist with Meta (Facebook and Instagram) ad campaigns, • Capture and edit behind-the-scenes footage, team highlights, and office content, • Monitor social media engagement, trends, and campaign performance Who This Role Is For • Students and recent graduates in marketing, communications, media, design, or any major with a creative eye, • Content creators who have built or managed a personal, school, club, or brand account, • People who want hands-on experience with both organic content and paid social What Helps You Succeed • An outgoing, energetic personality and comfort on camera, • A creative eye for trends and good content, • Strong short-form video skills, from filming to editing, • Organization and reliability with deadlines A portfolio or some content creation experience is preferred. Experience with Canva, CapCut, Adobe, or Meta Ads Manager is a plus. What We Offer • A path to a full-time, non-intern position based on performance, • Creative freedom and real ownership of our social channels, • Hands-on experience with Meta ad campaigns and performance tracking, • A portfolio of published work by the end of your internship, • Mentorship from leadership in a team-first culture Getting here: Our Midtown office is steps from 34th Street – Herald Square, and our Rockville Centre office is an easy LIRR ride from nearby Penn Station.

Title: AP Accountant Type: Permanent Location: Manhattan, NY (onsite, potential for hybrid down the line) Position Overview A growing organization is seeking a detail-oriented AP Accountant to manage accounts payable, employee expense reimbursements, corporate card activity, and related accounting functions. This role is responsible for ensuring accurate and timely transaction processing, maintaining financial records, supporting account reconciliations, and adhering to internal controls and company policies. The ideal candidate is organized, analytical, proficient in Excel, and comfortable managing multiple priorities while working collaboratively across departments. Key Responsibilities • Process and review vendor invoices, payment requests, employee reimbursements, and corporate card transactions for accuracy, proper coding, documentation, and approval., • Maintain vendor records, coordinate payment processing, and respond to vendor inquiries., • Monitor expense reporting workflows, resolve discrepancies, and ensure compliance with company policies., • Prepare account reconciliations, journal entries, and supporting schedules for monthly and year-end close., • Assist with vendor tax documentation, 1099 reporting, and audit requests., • Use Excel and accounting systems to analyze expense data, track outstanding items, identify discrepancies, and prepare reports., • Maintain accurate financial records and support internal controls and process improvement initiatives., • Collaborate with internal departments to resolve accounting issues and ensure timely expense submissions and approvals. Qualifications • Associate’s degree in Accounting, Finance, or a related field required; a bachelor’s degree is a plus., • Minimum of 4+ years of experience in accounts payable, expense management, or general accounting., • Strong Microsoft Excel skills, including data analysis, reconciliations, and reporting., • Experience with accounting software and expense management platforms., • Strong attention to detail, organizational skills, and ability to manage competing deadlines., • Effective written and verbal communication skills, with the ability to handle confidential financial information professionally.

Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry-Level Financial Advisors. Whether you’re a recent graduate or exploring a new career path, we provide the training, mentorship, and resources to help you succeed from day one. What You’ll Do • Meet with clients to understand their financial goals, needs, and priorities, • Develop customized strategies for retirement, wealth building, and protection, • Build and maintain long-term client relationships, • Learn financial planning concepts, products, and industry regulations, • Prospect and network to grow your client base What We Offer • Comprehensive training program and ongoing mentorship, • Licensing support (Series 6/7, Series 63/65 or 66, Life & Health), • Clear career advancement opportunities, • Access to a wide range of financial products and planning tools, • Collaborative and supportive team environment, • A scalable, uncapped commission and bonus compensation structure tied to your book of business What We’re Looking For • Strong communication and interpersonal skills, • Self-motivated with an entrepreneurial mindset, • Interest in finance, investing, and helping others succeed, • Coachable, goal-oriented, and driven to grow, • Bachelor’s degree preferred, • Entrepreneurial individuals that are looking to build their book of business Why Join Us? At Lee, Nolan & Koroghlian, LLC, you’ll be part of a team that values integrity, professional growth, and community impact. Backed by the strength and reputation of MassMutual, you’ll have the resources of a national firm combined with the personalized support of a local office. Take the first step toward a rewarding career—apply today.

Location: United States (US citizens or permanent residents only) Organisation: The Forever Trust USA (Forever Foundation USA), a Delaware nonprofit corporation and US public charity Appointment: Board Director (voluntary and unpaid; reasonable expenses reimbursed) About The Forever Trust USA The Forever Trust USA is the US donor-advised fund (DAF) in The Forever Trust family, alongside The Forever Trust in the UK and The Forever Trust Canada. It receives donations from US donors and makes grants to US charities. Through careful due diligence and responsible stewardship, its board directs funding towards causes that deliver lasting change. Many of its donors give through faith-based campaigns, including during Ramadan. We set up The Forever Trust to create impact that lasts forever. To get there, we need to change a lot about how philanthropy works. If you've looked at the charity sector and felt frustrated by short-term thinking, slow progress, or a reluctance to try anything new, you'll find people here who feel the same. We want directors who are bold, curious, and willing to question how things have always been done, while bringing the care and rigour a charity board demands. The role The Foundation has a small board, so each director's participation matters. We are looking for a US-based director who will take part reliably in the board's work: attending meetings (quarterly), reviewing papers, and approving and signing documents promptly. The Foundation is still developing its processes. The right person will be pragmatic and adaptable, comfortable working through some uncertainty, and able to bring structure where it helps without adding unnecessary process. The board may hold gold, silver, copper, Bitcoin, and general hard assets as part of the Foundation's investments. We need a director who is comfortable with the Foundation's approach of investing in sound money and hard assets, and who can weigh their place in a charitable portfolio prudently. Key responsibilities Governance • Attend board meetings by video, usually held during UK working hours (morning in the US). Expected frequency is quarterly, but may be more in the early days., • Review and e-sign board resolutions, grant approvals, and other documents within an agreed timeframe, typically five working days., • Exercise independent judgement in the interests of the Foundation and its charitable purposes, in line with its Certificate of Incorporation, Bylaws, and applicable US law., • Declare any conflicts of interest and follow the Foundation's conflict of interest policy., • Work with fellow directors and the Foundation's professional advisers, including its US lawyers and accountants. Grants and compliance • Approve grants to US charities that have passed the Foundation's due diligence., • Oversee the Foundation's annual IRS Form 990 and its state charitable registrations., • Support accountability, transparency, and risk management. Investment and financial oversight • Take part in board discussions on how the Foundation holds and manages its assets., • Weigh the opportunities and risks of investments prudently, in line with a US charity director's duties., • If appointed as an officer, act as an authorised signatory on the Foundation's US bank account, which involves completing the bank's identity checks. Who we are looking for Essential • A US citizen or permanent resident, living in the United States., • Reliable and responsive, able to attend meetings when required, and return signatures promptly., • Comfort with an endowment model for the Foundation., • Sound judgement, and an understanding of a nonprofit director's duties, or a willingness to learn them., • No conflicts of interest with the Foundation, its service providers, or the charities it funds. Desirable • Experience on a nonprofit board, or in finance, investment, law, or accounting., • Familiarity with donor-advised funds or US charitable grant-making., • Comfortable working across time zones with a UK-based team. Practical details • Voluntary role, with reasonable expenses reimbursed., • Around three hours a month, plus occasional approvals between meetings., • A term of three years, renewable., • Appointment is subject to standard identity and background checks, and to approval in line with the Foundation's Bylaws. Interview process • Screening call with Talent (30 minutes), • Culture Survey (15 minutes), • Mission Alignment (45 minutes), • Director Conversation (60 minutes), • Final candidates invited to a group call with the directors (60 minutes)

Whitman Advisory, on behalf of our client, is assisting in the hiring of a Billing coordinator. Billing coordinator Employment Type Full-Time | On-site Location Hackensack, New Jersey We are seeking an experienced Billing Coordinator to join our New Jersey office. This role is responsible for supporting the firm's billing operations by ensuring accurate and timely invoicing while maintaining exceptional service to both internal and external clients. Key Responsibilities: • Prepare, review, and finalize client invoices in accordance with firm policies and client-specific billing requirements., • Process and manage electronic billing submissions through various e-billing platforms., • Verify the accuracy of billable time, expenses, and supporting documentation prior to invoice distribution., • Partner with attorneys, legal support staff, and other departments to resolve billing issues and discrepancies., • Respond to client inquiries related to invoices, account balances, and payment status., • Process billing adjustments and write-offs in accordance with established policies., • Handle complex billing arrangements, including split-party billing, multiple discount structures, and electronic invoice preparation., • Manage a high volume of monthly billing activity while meeting established deadlines., • Develop and maintain customized billing formats and templates as needed., • Prepare recurring billing reports and assist with financial reporting for management. Qualifications: • Minimum of 3 years of billing experience within a law firm or professional services environment., • Experience with legal billing systems such as Elite 3E, Aderant, or comparable accounting software., • Strong proficiency in Microsoft Office applications, particularly Excel., • Exceptional organizational skills with the ability to prioritize competing deadlines., • Strong attention to detail and commitment to accuracy., • Ability to thrive in a fast-paced, deadline-driven environment while adapting to changing priorities., • Demonstrated initiative, problem-solving abilities, and the capacity to work independently with minimal supervision., • Excellent interpersonal and communication skills, with the ability to collaborate effectively across all levels of the organization., • Flexibility to work additional hours as needed to meet business demands.

About the Role A growing investment management organization is seeking a Reconciliation Analyst to join its Operations team. This individual will be responsible for supporting daily reconciliation activities across multiple operational functions, ensuring the accuracy and integrity of transaction, position, cash, and valuation data. The role partners closely with internal teams and external service providers to investigate and resolve exceptions, maintain operational controls, and support daily reporting and NAV oversight. This is an excellent opportunity for an operations professional with experience supporting complex investment products and multi-asset class portfolios in a fast-paced environment. Responsibilities • Perform daily reconciliations across cash, trades, positions, and P&L activity to ensure accuracy and completeness of internal and external records., • Monitor and support trade matching, affirmation, and confirmation processes across a variety of asset classes, including both listed and OTC products., • Reconcile portfolio management and trading system data against accounting records and third-party service providers., • Investigate, escalate, and resolve reconciliation breaks and exceptions while maintaining appropriate documentation and audit trails., • Partner with fund administrators, counterparties, custodians, prime brokers, and internal stakeholders to resolve discrepancies and operational issues., • Review exception reports and aged items, ensuring timely resolution within established service level expectations., • Analyze differences between internal books and records and external sources, identifying root causes and recommending corrective actions., • Support daily control processes and contribute to NAV validation and sign-off procedures., • Produce and maintain operational reporting, including reconciliation metrics, exception trends, and process performance statistics., • Assist with process improvement initiatives, automation efforts, and operational efficiency projects., • Collaborate with technology and vendor teams on system enhancements, testing, and issue resolution., • Ensure adherence to internal policies, procedures, and risk management controls. Qualifications • 5+ years of experience within fund operations, middle office, product control, fund accounting, or investment operations., • Strong understanding of reconciliation processes covering cash, positions, trades, and P&L., • Experience supporting multiple asset classes, including equities, fixed income, foreign exchange, and derivatives., • Knowledge of the trade lifecycle, settlement processes, and investment operations workflows. Required Skills • Strong understanding of reconciliation processes covering cash, positions, trades, and P&L., • Experience supporting multiple asset classes, including equities, fixed income, foreign exchange, and derivatives., • Knowledge of the trade lifecycle, settlement processes, and investment operations workflows.

Take control of your income, apply today to lock in top-tier contracts and access high-intent leads! Role Overview As a Licensed Life Insurance Agent & Agency Builder, your primary role is to connect qualified, high-intent prospects with tailored life insurance products while leveraging our agency infrastructure to scale your income. You will manage the full sales cycle, from initial consultation to policy placement, using fresh, affordable Google-generated lead channels. Additionally, you will have the opportunity to recruit, mentor, and lead your own team of producers using our fully supported recruiting system. Key Responsibilities • Client Acquisition & Sales: Consult with warm, high-intent leads to assess coverage needs, present suitable insurance solutions, and submit applications., • Pipeline & Relationship Management: Conduct follow-ups, maintain policyholder records, and ensure smooth underwriting and policy delivery., • Agency Building (Optional/Growth Path): Utilize complimentary recruiting leads and plug into our recruitment system to hire, train, and mentor new agents to earn agency overrides., • Continuous Development: Participate in ongoing product education, advanced sales strategy sessions, and leadership training. What We Provide • Top-Tier Contracts: Industry-leading payout tiers reaching up to 140%., • High-Intent Inbound Leads: Direct access to fresh, cost-effective Google leads actively searching for coverage., • Agency-Building Infrastructure: Free recruiting leads, turnkey recruitment support, and team development training., • Complete Support Systems: Full product training, streamlined sales tools, and back-office guidance to maximize your writing volume., • Early-Stage Advantage: Get in early on a newly expanded program with significant room for upward growth. Qualifications • Active Life Insurance License, • Background in life insurance sales, telesales, or financial services., • Strong communication, negotiation, and self-management skills., • Desire for high earning potential and agency ownership. Note: This is a 100% commission-based opportunity designed for driven agents who want uncapped earning potential, total schedule freedom, and direct reward for their effort, with no caps on what you can earn or how fast you can grow your agency. Ready to leverage better lead flow, higher margins, and a clear build-out strategy? Apply today to get started!

Please share your resume to shashi.raj@yoh.com Sr. Java Full Stack Engineer with Trading experience Remote within the U.S. W2 Only We can provide visa sposorship for the right candidate • Extensive hands-on experience (10+ years) in software design and development, with expertise in Java, Spring API development, and Linux., • Strong understanding of fixed protocols and low latency messaging systems such as Kafka.Expertise in Java, Python, and Linux.Collaborate with internal and external teams to deliver robust, end-to-end trading workflows., • Lead performance tuning and optimization efforts across the platform., • Deep experience with low latency messaging systems (e.g., 29West, Kafka), • Proficiency in KDB+ or other time-series databases., • Strong background in building scalable, distributed, asynchronous, and event-driven applications., • Advanced knowledge of low latency design patterns and performance optimization techniques., • Experience with Capital Markets or Brokerage systems, especially order management., • Solid understanding of the FIX protocol and FIX engines., • Worked with AI developer assist tools (e.g. GitHub Copilot)., • Experience with CI/CD tools such as GitHub, Maven, Jenkins, Artifactory, and uDeploy., • Hands-on experience deploying applications to AWS or other cloud platforms. Estimated Min Rate: $59.50 Estimated Max Rate: $85.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, 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, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry-Level Financial Advisors. Whether you’re a recent graduate or exploring a new career path, we provide the training, mentorship, and resources to help you succeed from day one. What You’ll Do • Meet with clients to understand their financial goals, needs, and priorities, • Develop customized strategies for retirement, wealth building, and protection, • Build and maintain long-term client relationships, • Learn financial planning concepts, products, and industry regulations, • Prospect and network to grow your client base What We Offer • Comprehensive training program and ongoing mentorship, • Licensing support (Series 6/7, Series 63/65 or 66, Life & Health), • Clear career advancement opportunities, • Access to a wide range of financial products and planning tools, • Collaborative and supportive team environment, • A scalable, uncapped commission and bonus compensation structure tied to your book of business What We’re Looking For • Strong communication and interpersonal skills, • Self-motivated with an entrepreneurial mindset, • Interest in finance, investing, and helping others succeed, • Coachable, goal-oriented, and driven to grow, • Entrepreneurial individuals that are looking to build their book of business Why Join Us? At Lee, Nolan & Koroghlian, LLC, you’ll be part of a team that values integrity, professional growth, and community impact. Backed by the strength and reputation of MassMutual, you’ll have the resources of a national firm combined with the personalized support of a local office. Take the first step toward a rewarding career—apply today.

If you can sell, this is where the money is. We're a Manhattan business funding firm — we help business owners across the country secure the capital they need to grow. Four years in, reputable lenders, real paper. Here's the difference: we generate our own leads in-house, so there's no cold calling and no buying lists. You're working warm leads — business owners who are already looking for capital — and you take it from there: get them on the phone, work the deal, and close it. The deal flow is there for people who can produce. What you get: • Warm, in-house leads to work — no cold calling, no chasing dead lists, • Base + commission, uncapped for producers — the better you close, the more you make, • Our own CRM and dialer, built so you move fast and focus on selling, • A driven floor that pushes each other — a real team, not a boiler room, • Fast-scaling company with real room to grow, and we ramp the right people properly Who we want: • Real closing experience in fast-paced, high-volume phone sales — overcoming objections and closing on the spot, not six-month enterprise cycles, • Background in funding/MCA, payment processing, auto, merchant services, D2D, or any hard-closing floor, • You hold your own with business owners and you close hard, • Hungry, coachable, and you don't need to be babysat — you prove yourself by producing We'll teach you our business — you already know how to sell. Prove you can work a deal full-cycle and close, and the earning potential here is serious. If that's you, let's talk. On-site — Manhattan, by Penn Station (Herald Square).

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

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry?, • Have you previously run your own business?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: _ If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter’s income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter’s income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter’s unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter’s field management title/level, the sales results of the recruiter’s unit and/or General Office, and the recruiter’s applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

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 • 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 $35,500 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)