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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.

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.

Chief Financial Officer (CFO) \n Location: Western Suffolk County, NY \n Salary: $230K–$250K \n Schedule: Full-Time | Onsite \n The Opportunity \n An established, growing organization is seeking a hands-on Chief Financial Officer to lead its Accounting & Finance function and play a key role in the company's continued growth. \n This is an exciting opportunity for a financial leader who enjoys being both strategic and actively involved in day-to-day accounting operations. \n The company offers a collaborative, entrepreneurial environment with a flat management structure, significant autonomy, and the opportunity to make a real impact! \n Key Responsibilities \n\n • Oversee all accounting and financial operations, including month-end close, financial reporting, and cash management.\n, • Lead budgeting, forecasting, financial planning, and analysis.\n, • Ensure strong internal controls, GAAP compliance, and accurate financial reporting.\n, • Partner with executive leadership to improve profitability and operational efficiency.\n, • Oversee inventory accounting, cost controls, and margin analysis.\n, • Lead and develop the Accounting & Finance team.\n, • Streamline processes, improve systems, and strengthen the overall Finance function.\n, • Support strategic initiatives and continued business growth.\n\n Qualifications \n\n • Bachelor's degree in Accounting or Finance; CPA preferred.\n, • Progressive financial leadership experience as a CFO, VP Finance, or Controller.\n, • Distribution and/or consumer goods industry experience required.\n, • Strong hands-on accounting experience, including direct involvement in month-end close.\n, • Solid background in inventory accounting, cost analysis, and gross margin management.\n, • Strong knowledge of GAAP, financial reporting, budgeting, forecasting, and cash flow management.\n, • Strong ERP and Excel skills.\n, • Proven ability to lead a team, improve processes, and partner with executive leadership.\n, • Comfortable working in an entrepreneurial, fast-paced environment.\n\n Why Consider This Opportunity? \n Join an established, growing organization offering a collaborative leadership team, significant autonomy, and the opportunity to make meaningful improvements. An excellent opportunity for a CFO who wants to have a voice in the business while remaining close to the numbers! \n Interested? Please send your resume in Word format to for confidential consideration.

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.

The Senior Auditor will serve as the in-charge auditor across engagements of varying size and complexity while working directly with clients throughout the audit process. Why join us? Take full in-charge responsibility for audit engagements Manage engagements from planning through final wrap-up Prep

Job Description We are looking for an entry-level Financial Analyst to join a financial services team in Melville, New York. This Long-term Contract opportunity is well suited for someone who is detail-oriented, analytical, and interested in supporting financial crime and transaction review activities within a regulated environment. In this role, you will examine transaction activity, research exceptions, and prepare clear case documentation while partnering with compliance, operations, and technology teams. The position offers hands-on exposure to investigative analysis, regulatory processes, and financial data review in a collaborative setting. Responsibilities: • Review alerts produced by transaction monitoring tools and evaluate account activity to identify behavior that may require additional scrutiny., • Compare customer transaction patterns with expected activity levels, assess irregularities, and escalate concerns when findings warrant further review., • Perform follow-up research on flagged transactions, gather supporting information, and evaluate whether activity appears reasonable and properly supported., • Prepare organized written summaries of investigative results so senior compliance personnel and, when necessary, regulatory reviewers can assess the case history., • Partner with internal teams to obtain documentation and background information needed to support customer due diligence and enhanced review requirements., • Apply current anti-money laundering and related compliance standards in daily work to help ensure investigations are completed in line with policy expectations., • Take part in ongoing training to remain informed about evolving regulatory obligations, monitoring practices, and industry compliance expectations., • Collaborate with technology partners to improve the effectiveness of transaction monitoring rules, reporting outputs, and alert quality., • Use financial systems and reporting tools to analyze data, identify trends, and support routine audit and control-related activities., • Bachelor’s degree in finance, accounting, business, economics, or a related field, or equivalent relevant analytical experience., • Foundational understanding of financial analysis, transaction review, compliance operations, or audit support within a regulated industry., • Ability to interpret data, recognize unusual activity, and conduct structured research with strong attention to detail., • Experience working with reporting platforms, CRM systems, accounting software, or data analysis tools is preferred., • Familiarity with areas such as auditing, accrual accounting, budgeting, capital management, or financial systems is an asset., • Strong written and verbal communication skills with the ability to document findings clearly and professionally., • Effective organizational skills and the ability to manage multiple assignments in a deadline-driven environment.

Job Description Recent Graduates Wanted – Temporary Finance Project Opportunity Location: Melville, NY Duration: 3–6 Months A major finance organization in Melville is seeking recent graduates for a temporary project expected to last 3 to 6 months. This is an excellent opportunity to gain hands-on experience, build your technical skills, and work within a fast-paced professional environment. We are looking for motivated recent graduates with degrees in: • Finance, • Accounting, • Economics, • Data Analytics, • Business, • Or a related field Key qualifications include: • Strong Microsoft Excel skills, • Solid technical and analytical abilities, • High attention to detail, • Strong organizational and problem-solving skills, • Ability to work effectively in a deadline-driven environment This opportunity is ideal for candidates looking to launch their careers and gain valuable experience with a respected financial organization. If you are a recent graduate eager to put your education and technical skills to work, we encourage you to apply today.

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

🍂 𝗡𝗢𝗪 𝗛𝗜𝗥𝗜𝗡𝗚 – 𝗦𝗘𝗡𝗜𝗢𝗥 𝗔𝗣/𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 𝗣𝗥𝗢𝗙𝗘𝗦𝗦𝗜𝗢𝗡𝗔𝗟! 🍂 \n 📍 𝗪𝗲𝘀𝘁𝗲𝗿𝗻 𝗦𝘂𝗳𝗳𝗼𝗹𝗸 𝗖𝗼𝘂𝗻𝘁𝘆, 𝗡𝗬 \n 💰 $𝟳𝟬𝗞–$𝟴𝟱𝗞 \n Looking for a great opportunity to put your Accounting & Accounts Payable experience to work? I'm recruiting for an established, growing organization seeking a talented professional to join its Finance team! \n This is a fantastic opportunity for someone who enjoys being hands-on, taking ownership, and making a real impact while continuing to grow professionally! \n 🔹 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨'𝗟𝗟 𝗕𝗘 𝗗𝗢𝗜𝗡𝗚: \n ✔️ Managing AP transactions and vendor payments \n ✔️ Processing ACH payments and wire transfers \n ✔️ Preparing journal entries, accruals, and reconciliations \n ✔️ Supporting month-end close and financial reporting \n ✔️ Resolving discrepancies and improving processes \n 🔹 𝗪𝗛𝗔𝗧 𝗪𝗘'𝗥𝗘 𝗟𝗢𝗢𝗞𝗜𝗡𝗚 𝗙𝗢𝗥: \n ✔️ 5+ years of AP and/or accounting experience \n ✔️ Strong general ledger and reconciliation skills \n ✔️ Hands-on ACH and wire transfer experience \n ✔️ Advanced Excel skills \n ✔️ Excellent attention to detail and organizational skills \n ✔️ ERP experience is a plus! \n ✨ 𝗪𝗛𝗬 𝗖𝗢𝗡𝗦𝗜𝗗𝗘𝗥 𝗜𝗧? \n A stable, growing organization, a collaborative team, and the opportunity to take ownership of your work while expanding your accounting expertise! \n 📩 𝗜𝗡𝗧𝗘𝗥𝗘𝗦𝗧𝗘𝗗? Send your resume in Word format to vs@nielsenstaffing.com or message me directly! \n Know someone who might be a great fit? Referrals are always appreciated!

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

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

Client Services & Administrative Coordinator Incorvaia & Associates, CPAs, PC Jericho, NY | Full-Time | In-Person | Monday-Friday, 9:00 AM-5:00 PM $55,000-$65,000, depending on experience Are you organized, dependable, and someone who likes staying on top of the details and making sure things get done? Incorvaia & Associates is a growing CPA and advisory firm looking for a Client Services & Administrative Coordinator to join our team. This person will be an important point of contact for our clients while helping keep the day-to-day administrative side of the firm organized and moving forward. This is a great opportunity for someone with administrative or client service experience in a professional setting such as financial services, banking, insurance, a law firm, or an accounting/CPA firm. What You’ll Do: You'll work closely with both our clients and internal team to keep communication, documents, and everyday administrative needs on track. Your responsibilities will include: • Serve as a first point of contact for clients, answering calls and emails and helping with everyday requests, • Request and collect documents from clients and follow up when information is still needed, • Keep client records organized by scanning, uploading, filing, and routing documents to the right team members, • Prepare and send documents through DocuSign and follow up on outstanding signatures, • Help clients get set up with and navigate our online portals and systems, • Support the administrative side of the tax return process, including collecting documents, coordinating signatures, tracking submissions, and communicating updates to clients, • Keep track of outstanding items and follow up with clients or team members to help keep work moving, • Schedule client appointments and meetings, • Assist with billing, invoice follow-ups, and ACH and credit card payment authorizations, • Prepare administrative forms and client correspondence, • Coordinate outgoing mail, FedEx shipments, and other general office needs, • Work alongside the team to identify next steps, resolve missing information, and make sure client requests are followed through to completion What We’re Looking For: We're looking for someone who is professional, dependable, detail-oriented, and proactive. Ideally, you have: • A minimum of 2 years of experience in an administrative, client service, customer service, or office support role, • Experience working directly with clients in a professional setting, • Strong written and verbal communication skills, • Excellent organization and attention to detail, • Strong follow-through and the ability to keep track of multiple open items, • The ability to manage several priorities without losing sight of the details, • Comfort learning new technology, systems, and processes, • The confidence to work independently, ask questions when needed, and think through what should happen next, • Proficiency with Microsoft Office Experience in a CPA/accounting firm, financial services, banking, insurance, or legal environment is a plus, but not required. We're especially interested in someone who takes ownership of their work. If you send something to a client, you're someone who remembers to follow up. If information is missing, you notice it. And if you're unsure of the next step, you're comfortable asking questions and learning. Our team values ETHER: Ethical, Teachable, Hungry to grow, Enthusiastic, and Reliable. Why Incorvaia & Associates? At Incorvaia & Associates, you'll be joining a small, close-knit team where people work together, help one another, and your contribution matters. You'll work alongside experienced professionals who are available to answer questions, provide hands-on guidance, and help you learn the business. At the same time, you'll have the opportunity to take ownership of your work and become someone the team and our clients can rely on. Because we're a smaller firm, you won't be limited to one narrow responsibility. As you develop your knowledge, you'll gain exposure to different areas of the business and have opportunities to take on additional responsibilities. For someone who is eager to learn, willing to pitch in, and wants to grow with a team, this can be an opportunity to build valuable experience and become an important long-term member of the firm. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

About the Company Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. Office located in Rosedale NY About the Role As a Financial Services Professional, you will: Responsibilities • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning Qualifications What makes a great Financial Services Professional? Required Skills • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others Preferred Skills What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Pay range and compensation package Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. Equal Opportunity Statement We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: _

Our client is looking for a Financial Client Relationship Associate to support clients across financial planning, investment recommendations, and ongoing account needs. This is a client-facing role for someone who can balance relationship management with hands-on financial planning and administrative responsibilities. The position also offers the opportunity to contribute to business development and marketing efforts as part of a close-knit team. Key Responsibilities • Serve as a point of contact for clients and assist with ongoing relationship management, • Handle client account maintenance and day-to-day service needs, • Develop financial plans based on clients’ goals and circumstances, • Provide recommendations related to financial products, planning strategies, and investments, • Support general administrative needs across the firm, • Assist with marketing and business development initiatives, • Maintain accurate client information and documentation Qualifications • Series 7 and Series 66 licenses required, • Experience working directly with clients in financial services, wealth management, or a related environment, • Experience with financial planning and investment recommendations, • Strong communication and relationship management skills, • Ability to work effectively within a small, collaborative team, • CFP, CPA, and/or EA designation is a plus

You’ll be joining a 40-person firm who have doubled in size over the past four years. Let’s face it, it’s hard to hire good people into CPA firms. This firm recognizes this. That’s why they do everything they can to retain their good people and have a brilliant track-record of doing so. Why join them? -You’ll have a sensible schedule. Yes, even at busy season. -You’ll have good benefits and an annual pay rise. The Partner ensures they’re competitive with what the bigger firms pay their staff -You won’t be joining a firm that has promotion cycles. You’ll be promoted on merit. Not because of the time of year or how long you’ve been there. -You’ll get exposure to a wide range of industries -You’ll have access to fantastic training and development opportunities, particularly in the summer months. -Benefits are strong with 4 weeks of PTO + holidays and generous healthcare and 40(k) schemes They’re looking to hire Tax Seniors and Tax Managers for their two offices locations in NYC and Long Island. How to Apply If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

Position Title: Staff Accountant Location: Melville, NY (On-Site) Industry: Healthcare A growing healthcare organization is seeking a Staff Accountant to join its accounting team. This is an excellent opportunity for someone with 1–2+ years of accounting experience who is looking to continue developing their career in a collaborative, fast-paced environment. Candidates coming directly from public accounting or private industry are encouraged to apply. CPA eligibility or progress toward the CPA is a plus. Responsibilities • Assist with the month-end and year-end close process, including preparing journal entries and account reconciliations., • Reconcile bank accounts, balance sheet accounts, and the general ledger., • Prepare supporting schedules and assist with monthly financial reporting., • Support Accounts Payable, Accounts Receivable, and cash management activities as needed., • Analyze financial data and investigate account variances., • Assist with audit preparation and provide documentation for external auditors., • Help maintain strong internal controls and identify opportunities for process improvements., • Collaborate with finance and operational teams to ensure accurate and timely financial reporting. Qualifications • Bachelor's degree in Accounting or Finance., • 1–2+ years of accounting experience in public accounting, healthcare, or another industry., • CPA, CPA candidate, or parts of the CPA exam passed is a plus., • Strong understanding of GAAP and general accounting principles., • Proficiency in Microsoft Excel; experience with ERP or healthcare accounting systems is a plus., • Strong analytical, organizational, and communication skills., • Detail-oriented with the ability to manage multiple priorities in a deadline-driven environment. This is a great opportunity to join a growing healthcare organization that offers exposure to all aspects of the accounting function and opportunities for long-term career growth. Please send your resume (Word format preferred) to Steven.Mas@lhh.com for immediate consideration. Not the right fit? Let's connect. I recruit for a variety of accounting and finance opportunities across Long Island and the NYC metro area. Equal Opportunity Employer/Veterans/Disabled • To read our Candidate Privacy Information Statement, please visit: _ 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

About the Company Big Think Capital is a fast-growing financial services company dedicated to helping businesses access the capital they need to grow. We’re looking for a data-driven, creative, and results-oriented marketing leader to own our digital growth and customer acquisition strategy. About the Role The Director of Digital Marketing Growth & Customer Acquisition will lead all paid and organic digital marketing efforts for Big Think Capital, driving brand awareness and new customer acquisition. This role owns the strategy, execution, and optimization of digital advertising, email marketing, SEM, and social media campaigns — with a strong emphasis on measurable, ROI-driven results in a financial services context. This is a hands-on leadership role for a self-starter who thrives on turning data into action, testing creative approaches, and solving problems in a fast-paced, performance-driven environment. Responsibilities • Develop and execute the overall digital marketing and customer acquisition strategy for Big Think Capital, aligned with company growth goals, • Plan, launch, and manage paid advertising campaigns (running ads directly for Big Think Capital) across search, social, and display channels, • Own search engine marketing (SEM) strategy, including keyword strategy, bid management, and budget optimization, • Lead social media marketing efforts to build brand awareness and engage target audiences, • Design, execute, and optimize email marketing campaigns and nurture sequences to drive engagement and conversion, • Build and monitor performance dashboards; use data and analytics to continuously test, measure, and improve campaign performance, • Set clear, measurable goals (CAC, ROAS, conversion rates, pipeline growth) and report regularly on performance against targets, • Identify and test new channels, creative approaches, and audience segments to drive efficient customer acquisition, • Collaborate cross-functionally with sales, creative, and leadership teams to ensure marketing efforts support broader business objectives, • Manage marketing budget allocation across channels to maximize return on investment, • Stay current on financial services marketing trends, compliance considerations, and competitive landscape Qualifications • Minimum 3 years of experience in digital marketing, with a strong preference for candidates with financial services / fintech digital marketing experience, • Proven track record running paid advertising campaigns with measurable results, • Hands-on experience with email marketing platforms and campaign management, • Strong working knowledge of search engine marketing (SEM/PPC) and social media advertising, • Demonstrated ability to build brand awareness while driving new customer acquisition, • Data-driven mindset with strong analytical skills — comfortable working with performance metrics, dashboards, and reporting tools, • Creative problem-solver who can balance strategic thinking with hands-on execution, • Excellent communication and project management skills, • Self-motivated with the ability to work independently and manage multiple priorities in a fast-paced environment, • Bachelor’s degree in Marketing, Business, or related field preferred (or equivalent experience) Required Skills Someone who is equal parts strategist and doer — a goals-oriented professional who can dig into the data, spot opportunities, and bring creative ideas to life across ads, email, search, and social. You should be comfortable owning outcomes, not just executing tactics.

Partner – UHNW - Business Management & Entertainment Long Island, NY | $275K–$350K Entertainment clients | Established team | Partner-level ownership A growing accounting firm is looking for an experienced Partner / Principal to lead and grow an established Business Management and Entertainment practice. This is a senior client-facing role for someone who understands the entertainment market, enjoys developing relationships and has a proven track record of winning and growing business. The existing team will remain in place, with an expected 2–3 year transition period, giving the incoming Partner time to build relationships and take full ownership of the client base. The opportunity • Lead an established Business Management / Entertainment practice, • Take ownership of senior client relationships, • Work with entertainers, creatives and related businesses, • Lead and develop an existing team, • Grow the existing client base, • Originate new business and revenue, • Work alongside existing leadership during a 2–3 year transition, • Have significant influence over the future growth of the practice What they’re looking for • Existing Partner, Principal or senior Director, • Strong Business Management / Entertainment industry experience, • Established client relationships within the sector, • Proven business development and origination, • Evidence of revenue or a book personally developed, • Strong commercial and relationship-building skills, • Entrepreneurial approach, • CPA / relevant accounting qualification preferred $275K–$350K depending on experience. Flexible working available for the right person. Interested? Apply or get in touch for a confidential conversation.

Company Description New York Life is a mutual company with over 180 years of experience helping individuals, families, and businesses prepare for their financial futures. With a longstanding commitment to integrity, financial strength, and professional development, New York Life provides resources, training, and career opportunities for individuals seeking to build a meaningful career in financial services. Role Description I am seeking experienced, motivated professionals interested in building a long-term career in financial services with the opportunity to develop into leadership and management roles. This position begins with developing client relationships, understanding financial needs, and helping individuals and families work toward their insurance, retirement, and financial goals. Candidates will receive structured training, mentorship, and professional development while building the experience and skills necessary for potential advancement into management. I am particularly interested in individuals who bring professional maturity, strong interpersonal skills, personal accountability, and a genuine interest in helping others. Qualifications • Minimum three years of professional work experience., • Strong communication, interpersonal, and relationship-building skills., • Demonstrated professionalism, integrity, and accountability., • Leadership or management experience strongly preferred., • Experience in sales, business development, client services, or other relationship-driven professions preferred., • Strong organizational skills, initiative, and ability to work independently., • Willingness to learn financial concepts, complete required licensing, and participate in ongoing professional development., • Bachelor's degree preferred, or equivalent professional experience.Ideal Candidate I value individuals who are personable, dependable, motivated, and comfortable building meaningful relationships. Successful candidates should demonstrate sound judgment, a strong work ethic, and the ability to connect with people from different backgrounds. Prior financial services experience is welcome but not required. I place significant value on transferable professional experience, character, and the willingness to learn. This opportunity is best suited for professionals seeking long-term career development, meaningful client relationships, and the potential to grow into leadership responsibilities.

Client Service Associate, Wealth Management & Life Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday, with occasional work-from-home flexibility Compensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibility About the Role Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day life insurance underwriting and servicing, investment account servicing, client service operations, and annuity processing. This role is ideal for an experienced insurance and wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving accurately with follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and join a team that takes a coordinated, relationship-first approach to serving clients. What You’ll Do • Support the life insurance underwriting process, including applications, medical exam coordination, APS requests, carrier follow-up, and policy issuance steps, • Prepare, review, and process client paperwork for new accounts, account updates, annuities, insurance, and ongoing servicing needs, • Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items, • Coordinate with custodians, broker-dealer partners, insurance carriers, vendors, advisors, and internal team members to keep client work moving forward, • Track open service items, outstanding paperwork, underwriting requirements, and next steps to ensure timely follow-through, • Maintain accurate and organized client records, documentation, and account-related files, • Assist with the preparation of client meeting materials and provide administrative and operational support to advisors, • Serve as a professional point of contact for client service questions related to investment accounts, annuities, insurance, and paperwork, • Help improve internal workflows, tracking systems, and service processes as the firm continues to grow, • Over time, support additional operational workflows related to retirement plans, pensions, and broader planning needs as the role evolves What We’re Looking For • 4+ years of hands-on experience in wealth management operations, client service, investment account support, insurance/annuity processing, or a similar financial services support role, • Strong working knowledge of investment account servicing, client documentation, custodial processes, transfers, money movement, and account maintenance workflows, • Exposure to life insurance underwriting, annuity processing, or insurance carrier workflows is strongly preferred, • High-capacity multitasker who can manage competing priorities, track details carefully, and adapt as client, advisor, and team needs shift, • Strong intellectual curiosity, sound judgment, and ability to quickly understand processes, systems, and client workflows, • Professional, warm, and polished communication style with clients, advisors, and other stakeholders, • Team-oriented, highly responsive, and comfortable operating in an information-rich environment where details and follow-through matter, • Interest in building a long-term career within wealth management, insurance, and financial planning, • Experience with Cetera, Redtail CRM, Black Diamond, custodial platforms, broker-dealer systems, or similar wealth management technology is a strong plus, • Bachelor’s degree strongly preferred; will consider candidates with strong relevant experience, • Life & Health insurance license is a plus, or a willingness to obtain after hire, • Investment licenses are not required; candidates with active licenses or an interest in pursuing investment licensing over time are welcome. Why This Role • Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUM, • Meaningful exposure to investment and insurance operations, advisor support, and high-touch client service, • Collaborative team environment with mentorship from experienced professionals, • Competitive compensation with annual bonus potential and profit-sharing eligibility, • Medical benefits, 401(k) with employer match, generous PTO, and summer Fridays

Our client, an industry leader and one of the best places to work on Long Island, is seeking to hire a Financial Reporting Manager to join their team. Responsibilities include: • Research Complex Transactions: Conduct deep-dive technical research and write formal accounting memos for non-routine transactions, including revenue recognition (ASC 606), lease accounting (ASC 842), stock-based compensation (ASC 718), and business combinations (ASC 805)., • Standard Implementation: Lead the end-to-end evaluation, adoption, and implementation of new or updated US GAAP accounting pronouncements across the global organization., • Corporate Policy Management: Author, update, and maintain the company’s global accounting policy manual to ensure alignment with operational shifts and regulatory changes., • Contract Review: Partner with legal and commercial teams to review complex vendor and customer contracts, identifying embedded accounting triggers prior to execution., • External Audit Liaison: Act as the primary point of contact for external auditors, managing the Prepared-by-Client request list and defending the company’s technical accounting positions., • Financial Statement Disclosures: Draft and review complex disclosures, footnotes, and statements for annual reports and private entity financial packages., • Audit Resolution: Facilitate the timely resolution of complex audit findings, tracking deficiencies and implementing corrective action plans., • Control Framework: Design, implement, and test internal controls over financial reporting to safeguard company assets and ensure data integrity., • Process Automation: Identify operational bottlenecks in the monthly close process and implement automated workflows to scale technical accounting operations., • Training and Advisory: Deliver technical accounting training sessions to the broader finance, sales, and operations teams to elevate organizational financial literacy. Requirements include: • 5-8+ years of relevant Accounting experience, • Ability to research, understand and summarize technical accounting literature, • Strong attention to detail as well as written and verbal communication skills, • CPA preferred, but not required

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.comBankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Self-motivation to connect with company provided sales leads and network with new clients, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Job Summary We are looking to add an Audit Senior to help lead and guide our clients, in addition to supporting our internal leaders with the on-going growth in our Northeast Region. As an Audit Senior, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior serves to lead client engagements, maintain client relationships, and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Job Description WHAT YOU WILL DO Regular Duties Include (but Are Not Limited To) • Perform and assist with audits, reviews and compilations for clients in various industries, • Prepare and analyze financial statements and evaluate internal controls, • Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up, • Deep understanding of accounting and reporting standards, • Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines, • Interact with clients to help ensure the information flow from the client to the audit team is efficient, • Communicate with Client, Management, and Managing Director on work status and client issues that arise Experience WHAT WE ARE LOOKING FOR • 4+ years in relevant position, • Public accounting or other professional services environment preferred Education • Minimum Bachelor’s degree or equivalent technology experience, • Bachelor’s in Accounting (for Audit or Tax) License / Certification • Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance, • Must maintain required CPE credits annually Legal / Compliance • Must complete acknowledgement of Independence Guidelines and Ethical Standards document, • Governmental engagements require ability to obtain a security clearance from the United States government For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. Who We Are UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. What We Offer POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. Attractive Compensation Packages Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

No Experience Required – We Sponsor Your NMLS License Company: Reliant Home Funding Location: In-Office (Full-Time) Job Type: Full-Time About Us: Reliant Home Funding is a leading mortgage lender focused on delivering smart, efficient loan solutions. We combine competitive rates, strong lead flow, and a streamlined process to help clients achieve homeownership. Our culture is fast-paced, team-driven, and built for growth. Job Summary: We are hiring motivated recent college graduates to join our Consumer Direct Mortgage team. No mortgage experience is required. We will sponsor your licensing, train you from the ground up, and provide a steady flow of inbound leads. You will learn how to guide borrowers through the mortgage process and build a high-income career in financial services. What You’ll Do: • Work company-provided inbound leads (no cold calling), • Speak with prospective borrowers and assess their needs, • Learn and explain mortgage products in a simple way, • Guide clients through the loan application process, • Build and manage a pipeline of active borrowers, • Work closely with processors and underwriters to close loans, • Develop sales skills and consistently improve performance What We’re Looking For: • Recent college graduate or early-career professional, • Strong communication skills and confidence on the phone, • Competitive, goal-oriented mindset, • Ability to learn quickly in a fast-paced environment, • Positive attitude and strong work ethic, • Interest in sales, finance, or real estate Licensing & Training: • Full sponsorship for NMLS SAFE Test and licensing, • Structured onboarding and training program, • Ongoing coaching and mentorship, • Clear path to becoming a licensed Mortgage Loan Officer Compensation & Benefits: • Base salary + uncapped commission, • High earning potential as you ramp, • Company-provided inbound leads, • Health, dental, and vision insurance, • 401(k) with company match, • Career growth opportunities into senior and leadership roles Why This Role Stands Out: • No prior mortgage experience required, • No cold calling, • Clear income growth path, • In-office environment with hands-on training, • Direct entry into a high-income sales career

Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships. Candidates without a transferable book of this size will not be considered. WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $10 Billion in client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy & enthusiasm every day. Driven – We work tirelessly to achieve exceptional outcomes. Approachable – We always make sure people feel welcome. Candid – We tell it like it is in language you will understand. Caring – We have your back. Firm Priorities • Growth We are committed to growth, • Efficiency We desire to run the firm as efficiently as possible., • Exceptional Outcomes We want all our clients and team members to have them. OVERVIEW Your role as a Financial Advisor is central to Procyon's growth. As a trusted expert and the face of the firm to your clients, you will drive new business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This role blends deep technical mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your practice while delivering a white-glove experience at every touchpoint. The ideal candidate is an accomplished, entrepreneurial advisor who is a genuine expert in the field, thrives on business development, and takes ownership of both client relationships and their own growth. QUALIFICATIONS • Minimum $40 million in current, transferable client assets under management (AUM) required. This posting is for an established advisor with an existing, portable book of business — not a developing or early-career advisor., • Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind., • Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships., • Series 65, or ability to obtain within 3 months of start date., • CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy., • Proven ability to source, cultivate, and convert prospects into long-term clients., • Exceptional interpersonal, written, and verbal communication skills, with the ability to explain complex topics simply and persuasively., • Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment., • High personal character and integrity, with a clean compliance record., • Team player with a strong work ethic, self-motivation, and a genuine desire to grow your practice. Optional: While not a requirement, familiarity with our tech stack is a plus. • Custodians — Charles Schwab and Fidelity, • CRM — Salesforce, • Performance Reporting — Black Diamond, • Financial Planning — eMoney, MoneyGuidePro, FP Alpha JOB DESCRIPTION This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways: Business Development & Client Acquisition • Drive the firm's growth by sourcing, cultivating, and closing new client relationships, • Build and execute a personal business development plan, leveraging referrals, and Procyon's marketing and PR efforts., • Develop Center’s of Influence through networking and events, • Deliver compelling, expertise-driven presentations clients closing leads and referrals Advisory Expertise & Client Relationships • Serve as the trusted lead advisor and subject-matter expert for your clients, delivering planning-led advice across investments, retirement, estate, tax, and risk., • Build strong, long-term relationships by understanding each client's goals proactivley, • Answer client questions with superior service front of mind, always, and coordinate meetings, deliverables, and follow-up. Financial Planning & Wealth Strategy • Partner with the Financial Planning team to develop and present high-integrity financial plans, • Identify gaps in clients'/prospects' plans to generate new business & deepen relationships, • Provide strategic investment, retirement, estate, tax, and insurance guidance Collaboration & Firm Resources • Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice., • Adhere to the firm's standardized client service and maintain a clean compliance record, • Collaborate across teams, sharing insights and contributing to a high-performing culture. WHY PROCYON Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm. Travel: Up to 10% of the time between office and event locations Full / Part-time: Full Time Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

Locations: New York, New Jersey, Massachusetts, Florida, or California (Hybrid Remote) Compensation: Starting at $20/hour to $25/hour Employment Type: Full-Time About AuditSuisse Assurance AuditSuisse Assurance is a professional audit and assurance firm focused on helping high-growth technology companies complete SOC 2 audits with clarity, speed, and credibility. We work with startups, SaaS companies, AI companies, fintech businesses, healthcare technology companies, and other fast-growing organizations that need independent assurance to win enterprise customers, satisfy investor requirements, and build trust in the market. About the Role We are seeking motivated, detail-oriented IT Auditors to join our growing cybersecurity and compliance team. This is an excellent opportunity for professionals looking to build a long-term career in IT auditing, security compliance, and assurance. You’ll work alongside experienced auditors supporting a variety of technology assurance engagements, including SOC 2, ISO 27001, HIPAA, cybersecurity assessments, internal control reviews, and other IT audit projects. While this is an entry-level position within our audit team, applicants should already possess several years of relevant professional experience and a strong foundation in information security and IT controls. We provide extensive mentorship, training, and clear opportunities for advancement into Senior IT Auditor, Lead Auditor, and Audit Manager roles. Responsibilities • Assist with IT audits and security assessments for clients across multiple industries., • Evaluate IT general controls (ITGCs), cybersecurity controls, and operational processes., • Review technical configurations, policies, and supporting evidence., • Conduct interviews with client personnel., • Prepare audit workpapers and documentation., • Assist with risk assessments and control testing., • Help clients understand audit findings and remediation recommendations., • Participate in SOC 2, ISO 27001, HIPAA, and other compliance engagements., • Stay current with emerging cybersecurity threats, technologies, and industry standards. Minimum Qualifications At least 3 years of professional experience in one or more of the following: • IT auditing, • Information security, • Risk management, • Compliance, • Internal audit, • Cybersecurity consulting Must hold at least one of the following certifications: • CISA, • CISSP, • CISM, • ISO/IEC 27001 Lead Auditor Strong written and verbal communication skills. Excellent attention to detail and organizational skills. Ability to work independently while collaborating with a distributed team. Comfortable working with clients in a professional services environment. Preferred Qualifications Experience with one or more of the following is a plus: • SOC 2, • ISO 27001, • NIST Cybersecurity Framework, • HIPAA, • PCI DSS, • Microsoft 365, • AWS, Azure, or Google Cloud, • Active Directory / Entra ID, • Vulnerability management, • Security operations, • GRC platforms such as Drata, Vanta, Secureframe, or similar Work Arrangement • Hybrid remote position., • Candidates must be based in New York, New Jersey, Massachusetts, Florida, or California., • Occasional travel may be required for client meetings or team events. What We Offer • Starting pay of $20/hour to $25/hour, • Paid training and mentorship, • Career growth opportunities with clearly defined advancement paths, • Exposure to a wide variety of industries and technologies, • Collaborative, supportive team environment, • Opportunity to work on cutting-edge cybersecurity and compliance engagements, • Professional development and certification support

*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.

Staff Accountant – UHNW Family Office – Hybrid (2 days remote) – Strong Work Life Balance An established Ultra-High-Net-Worth Family Office in Midtown is seeking a Staff Accountant to join its collaborative accounting team. This role offers broad exposure to family office bookkeeping, cash management, investment activity, and multi-entity accounting within a stable and highly professional environment. This newly created role is due to the firm's continued growth. The Staff Accountant will be responsible for maintaining accurate financial records, processing transactions, reconciling accounts, and supporting monthly financial reporting. This is an excellent opportunity for an early career accounting professional who has exposure to either real estate or high net worth accounting and enjoys variety, takes ownership, and is comfortable working in a confidential UHNW environment. We’ve placed nearly this entire team, and they have incredible stability, virtually zero turnover, and a strong work life balance. Candidates with public accounting experience are highly encouraged to apply if they have an applicable client base – this would be a true quality of life move from the long hours and crazy busy season in public! Responsibilities • Maintain the day-to-day accounting records for the family office and its related entities, • Prepare recurring entries and ensure financial activity is reflected accurately within the general ledger, • Review account activity, research discrepancies, and make necessary adjustments, • Handle the accounting and documentation associated with checks, wire transfers, deposits, and other cash movements, • Complete monthly reconciliations for bank and related financial accounts, • Review transaction support and assign expenses and other activity to the appropriate accounts, • Organize and update records associated with partnership investments and K-1 reporting, • Participate in the monthly reporting cycle, including close support, account schedules, and financial statement preparation, • Maintain complete and easily accessible electronic files for financial documents and supporting materials, • Assist with customized reports, account research, and special projects as requested, • Communicate with internal team members and other stakeholders to address accounting questions and information requests in a timely manner Requirements • 1-4 years of relevant bookkeeping, accounting, or family office support experience, • Bachelor’s degree in Accounting required, • Prior experience working with HNW / UHNW individuals, a family office, real estate firm, or CPA firm with real estate or HNW clients required, • Sound understanding of general ledger accounting, journal entries, reconciliations, and financial documentation, • Experience with investment activity, partnership accounting, trusts, real estate, or multiple related entities is beneficial, • Familiarity with Yardi Voyager is strongly preferred, • Experience with Microsoft Excel and Word, • Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment, • Resourceful, proactive, and hands-on, with a willingness to pitch in wherever needed, • Strong judgment, discretion, professionalism, and integrity when handling confidential family office matters Salary: $80k–$85k base, plus bonus and strong benefits. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: bsedita@adviceny.com. If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

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)

Must be in our Melville Long Island office two days a week. Key Responsibilities Cash Application & Deposit Processing • Search for and identify customer payments to ensure timely and accurate application to accounts., • Process and deposit checks received from clients., • Monitor and maintain AR mailboxes and payment-related correspondence., • Research unidentified or unapplied cash and coordinate resolution with internal teams and clients., • Ensure cash is properly applied and account balances remain accurate. Billing • Process full-time (FT) placement billing accurately and timely., • Prepare and process timecard-based billing., • Prepare and process flat-rate and fixed-fee billing., • Review billing information for accuracy prior to invoice submission., • Identify billing discrepancies and coordinate corrections with the appropriate internal departments., • Process high-volume customer billing, including approximately 400 invoices through Ariba at month-end. Credits & Debits • Execute approved credits and debits in Great Plains (GP)., • Review supporting documentation and approvals before processing adjustments., • Ensure credits and debits are properly coded and applied to the appropriate customer accounts., • Research discrepancies and coordinate resolution when adjustments are required. Intercompany Transfers • Coordinate and request intercompany transfers between entities., • Prepare supporting documentation for intercompany transactions., • Follow established approval and accounting procedures for transfers., • Monitor transfers through completion and ensure transactions are properly reflected in the applicable accounts. TermSync & Collections Support • Send and monitor TermSync reminders and related customer communications., • Maintain accurate documentation of customer follow-up., • Assist with collection-related activities and account research as needed., • Escalate billing or payment issues that may impact collections. Customer Portals & Administrative Support • Complete billing and administrative deliverables through customer/vendor portals, including:, • Coupa, • Ariba, • Other customer-specific billing portals, • Upload invoices, supporting documentation, and required billing information., • Monitor portal submissions for errors, rejections, or missing information and resolve issues promptly., • Maintain accurate records of portal submissions and invoice status., • Work closely with AR, Billing, VMS, Operations, and other internal teams to resolve portal and invoicing issues. Month-End Responsibilities • Support month-end billing and cash application activities., • Complete high-volume customer portal invoicing within established deadlines., • Process approximately 400 Ariba invoices during month-end., • Review outstanding billing items and identify invoices requiring correction or additional documentation., • Communicate outstanding issues and potential month-end impacts to management. Required Skills & Qualifications • 2+ years of Accounts Receivable, Billing, Cash Applications, or related accounting experience., • Strong understanding of AR and billing processes., • Experience with high-volume invoice processing., • Experience with customer/vendor portals such as Coupa and Ariba preferred., • Experience with Microsoft Dynamics GP/Great Plains or a similar accounting system preferred., • Strong attention to detail and accuracy., • Excellent organizational and time-management skills., • Ability to prioritize multiple deadlines in a fast-paced environment., • Strong written and verbal communication skills., • Ability to research discrepancies and resolve issues independently., • Strong Excel and Microsoft Office skills., • Ability to maintain confidentiality and handle financial information appropriately. Core Competencies • Accuracy & Attention to Detail, • Organization & Time Management, • Accountability & Ownership, • Problem Solving, • Analytical Thinking, • Communication, • Prioritization, • Deadline Management, • Customer Service, • Team Collaboration Success Measures Success in this position will be measured by: • Accurate and timely billing., • Timely completion of month-end invoicing., • Accurate processing of credits, debits, and intercompany transfers., • Timely cash processing and deposit activity., • Reduction of billing errors and portal rejections., • Timely completion of customer portal requirements., • Accurate maintenance of AR records., • Consistent adherence to established AR policies, procedures, and internal controls.

You’re already a Tax Manager. So why move firms just to do the same job somewhere else? This one gives you a few good reasons. More progression without donating your evenings to the cause. That’s the appeal here. You’ll join a regional CPA firm that’s big enough to offer genuine career progression, but still feels small enough that people know who you are. And because work life balance shouldn’t just be something written on the careers page, there’s generous PTO and busy season hours are capped at 55 per week. There’s genuine room to progress, a broad commercial client base, generous PTO and, rather importantly, a 55 hour cap during busy season. The other nice bit is variety. This is a proper generalist Tax Manager role, working across manufacturing, real estate, nonprofits and professional services. You’ll handle 1120s, 1040s, 1065s and 1041s, provide technical support to clients, and get involved with billing, scheduling and project management. It’s a top rated regional firm with the opportunities that brings, without turning your role into one tiny corner of tax or expecting the office to become your second home. How to apply Here’s the part most people get wrong: you don’t need to tick every box to introduce yourself. The apply button is not legally binding. Worst case? We chat, decide the timing isn’t right, and you carry on. Best case? You bag yourself a fantastic new position. Prefer the human touch? Splendid. Ring me up. I’m at 646-540-9666. Sometimes Indeed hides my number. If they’re sneaky like that, you'll find my details on LinkedIn. I’m Georgina Ross at Distinct North America. Also, I get it can be hard to talk with the fear of your Managing Partner walking past your office. I’m around early (6am EST) and after-hours too.

Job Title: Onsite Support/Corporate Receptionist Location: Nassau General Office – Uniondale, NY, 333 Earle Ovington Blvd Schedule: Onsite, Monday–Friday, 8:15 AM – 4:45 PM Department: Field Service Driving Required: No Fingerprinting Required: Yes Interviews: 2 rounds, 1st onsite, 2nd Virtual The Onsite Specialist will serve as the first point of contact for guests, vendors, job applicants, and other visitors at the Nassau General Office. This role requires a professional demeanor, strong communication skills, and the ability to manage a variety of administrative responsibilities in a fast-paced environment. The position demands exceptional attention to detail, effective organizational skills, and experience handling billing and invoice payment processes. The Onsite Specialist will play a key role in ensuring smooth day-to-day office operations while providing a positive and professional experience for all visitors. Key Responsibilities • Greet and assist visitors in a courteous and professional manner, • Answer and route approximately 15–20 incoming calls daily, • Manage front desk operations including call routing and visitor check-in, • Coordinate conference room reservations and food deliveries, • Assist with administrative tasks such as assembling folders and handling paperwork, • Crosstrain on internal client systems as applicable Must-Have Qualifications & Experience • ✅ Previous experience in a receptionist, secretarial, or administrative role, • ✅ Strong phone handling skills — answering and routing calls professionally, • ✅ Ability to assemble folders and manage paperwork efficiently, • ✅ Clear understanding that this is a strictly temporary role — no potential for full-time conversion Preferred Qualifications • Familiarity with NYL systems, • Experience in similar industry or field, • 3–5 years of relevant experience

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)

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)

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!

The ideal candidate will be responsible for timely and accurate preparation of financial accounting data in a variety of areas. It is essential that this candidate brings analytical and organizational skills in order to best support the accounting team. Responsibilities • Experience in trade spend, sales finance, and deductions or a closely related accounting function., • Strong knowledge of trade promotions accounting, including deductions, chargebacks, and accrual-based analysis., • Proven ability to analyze revenues, investigate variances, and process account adjustments accurately., • Advanced proficiency in Microsoft Excel, including complex analysis and reporting for large data sets., • Hands-on experience working with NetSuite and other financial or reporting systems., • • Ability to create clear financial reports and translate data into practical business insights. Qualifications • Bachelor's degree or equivalent in Accounting, Economics, or Finance, • 3-5 years' experience in accounting, • Proficient in Microsoft Excel

Senior Property Accountant | Real Estate Investment Firm | Remote Fridays! A well-established and rapidly growing boutique real estate investment firm in Midtown Manhattan is seeking a Senior Property Accountant to join its collaborative accounting team. This role is ideal for someone with experience managing the full-cycle accounting for a portfolio of both residential and commercial properties who is looking to make a meaningful impact within a dynamic organization. The firm is in an exciting growth phase, offering strong long-term career advancement, a supportive and team-oriented culture, and excellent work-life balance, including remote Friday’s! RESPONSIBILITIES • Reconcile accounts and perform monthly, quarterly and annual closing activities for assigned properties, • Prepare financial reports as required for regulatory and/or management reporting purposes, • Prepare funding requests and provide financial information to lending institutions, • Support financial statement audits and tenant audits, • Review vendor invoices to ensure proper coding, • Facilitate payment of vendor invoices, • Assist in monthly tenant billing process, • Review and input development budgets into Yardi, • Review and approve contracts and change orders entered into Yardi, • Review development costs against project commitments, • Track, analyze and report project costs, • Reconcile project costs to budget and facilitate variance analysis, • Reconcile between general ledger and job cost systems EXPERIENCE REQUIRED • Bachelor’s Degree, preferably in Accounting, Finance or related field, • 4+ years of related experience required, • Real Estate industry experience required, • Experience in accounting and financial systems, preferably Yardi, • Proficient in Excel and knowledge of other Microsoft Office Applications Base Salary: $100,000- $120,000 plus bonus, fully paid medical benefits and 401k. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: nlipari@adviceny.com If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Overview: A well-established organization is seeking a Senior Accountant to join its corporate accounting team in a hybrid work environment. This role is responsible for supporting the month-end close, performing general ledger analysis and reconciliations, assisting with financial reporting, and partnering on audit and special project initiatives. The ideal candidate is a CPA with a strong technical accounting foundation, public accounting experience, and the ability to thrive in a collaborative, deadline-driven environment. Key Responsibilities: • Prepare and review monthly journal entries, account reconciliations, and general ledger analyses to support an accurate and timely month-end close., • Perform balance sheet and income statement variance analysis, identifying trends, researching discrepancies, and recommending corrective actions., • Assist with the preparation of internal financial reports and management reporting packages., • Support forecasting, reserve analyses, and other recurring accounting processes., • Research technical accounting matters and apply U.S. GAAP guidance to support accounting conclusions., • Assist with fixed asset accounting, inventory reconciliations, and related audit procedures., • Partner with internal departments and external auditors during financial, operational, and compliance audits by preparing supporting schedules and responding to requests., • Evaluate accounting processes and recommend improvements to strengthen internal controls and reporting efficiency., • Participate in cross-functional initiatives, system enhancements, and other special projects as assigned., • Ensure compliance with company accounting policies, GAAP, and internal control requirements. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field., • CPA license required., • Approximately 5+ years of progressive accounting experience, including public accounting experience preferred., • Strong understanding of U.S. GAAP and technical accounting research., • Experience with month-end close, account reconciliations, financial reporting, and general ledger accounting., • Advanced Microsoft Excel skills; ERP system experience is a plus., • Strong analytical, organizational, and problem-solving abilities., • Excellent communication skills with the ability to work effectively across departments., • Self-motivated with the ability to manage multiple priorities in a fast-paced, hybrid work environment.

About the Company Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: _ About the Role As a Financial Services Professional, you will: Responsibilities • Build a client base by growing relationships with your network and providing guidance, • Gain expertise through sponsored coursework and proprietary agent development training, • Guide clients through important financial decisions using the latest software and our expansive product portfolio, • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning Qualifications • Self-motivation to connect with company provided sales leads and network with new clients Required Skills • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity, • Strong relationship building, communication, and time-management skills, • A competitive and entrepreneurial spirit to achieve success both for yourself and others Preferred Skills • None specified Pay range and compensation package • Highly competitive commission structure designed to grow with you, • Passive income opportunities and bonus programs, • Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP®, • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year, • Flexible in-office schedules once you complete your agent training, • Progressive advancement opportunities, • Retirement savings program and more Equal Opportunity Statement Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.

Sales Development Representative (Business Financing) Melville, NY (Long Island) | Midtown Manhattan, NY | Full-Time | Base Salary + Uncapped Commission | Paid Training | Career Growth Launch Your Sales Career with CapFront Founded in 2017, CapFront is a leading business financing marketplace that helps companies across the United States access capital faster and more efficiently than traditional lenders. Through a consultative approach and an extensive network of funding partners, we help business owners secure the financing they need to grow. CapFront has experienced exceptional growth, increasing revenue by more than 820% between 2020 and 2023, and was recognized on the 2026 Inc. 5000 list of America's Fastest-Growing Private Companies, ranking #541 overall and #45 in Financial Services. We're continuing to grow and are looking for ambitious, competitive individuals to join our Revenue team as Sales Development Representatives (SDRs). Whether you're a recent college graduate or someone looking to launch a career in sales, we'll provide the training, mentorship, and development needed to build a successful career. What You'll Do As a Sales Development Representative, you'll be the first point of contact for business owners exploring financing options. Working closely with our Revenue leadership team, you will: • Speak with business owners seeking financing solutions, • Conduct discovery conversations to understand their business and funding needs, • Qualify opportunities and gather initial application information, • Guide prospective clients through the early stages of the funding process, • Maintain accurate CRM records and manage pipeline activity, • Partner with Account Executives and internal teams to deliver an outstanding client experience, • Consistently meet activity and performance goals while developing your sales skills What We're Looking For We're less concerned with prior sales experience than we are with attitude, work ethic, and coachability. We're looking for people who want to build a long-term career in sales and are willing to put in the work to become great. Successful candidates are: • Highly competitive and motivated to succeed, • Coachable and eager to learn, • Self-disciplined and accountable, • Strong communicators who build trust quickly, • Comfortable speaking with business owners over the phone, • Positive, resilient, and able to thrive in a fast-paced environment Former athletes, military veterans, and individuals with competitive backgrounds are strongly encouraged to apply. Minimum Qualifications • Bachelor's degree required, • Excellent verbal and written communication skills, • Strong organizational and time management abilities, • Basic computer proficiency and willingness to learn CRM systems, • Ability to work full-time from our Melville or Midtown Manhattan office What We Offer • Competitive base salary, • Uncapped commission structure, • Monthly performance bonuses, • Comprehensive paid training and ongoing mentorship, • Clear career path into Account Executive and Revenue leadership roles, • Medical, dental, and vision insurance, • 401(k) with company matching, • Commuter benefits, • Paid time off and company holidays, • Modern office environment with in-person coaching and collaboration Compensation • Starting Base Salary: $50,000, • On-Target Earnings (OTE): $85,000-$100,000+ in Year One, • Uncapped commission potential Why CapFront? • Recognized on the 2026 Inc. 5000 list of America's Fastest-Growing Private Companies, • Over 820% revenue growth from 2020 to 2023, • Collaborative, in-office culture focused on coaching and career development, • Real opportunities for advancement based on performance—not tenure If you're motivated, competitive, and ready to build a career with a rapidly growing company, we'd love to hear from you. Apply today to start your career with CapFront!

We’re seeking an experienced investment professional to join a global insurance asset management platform, working directly with regional investment leadership on portfolio strategy, asset allocation, and transaction support. This role sits at the intersection of portfolio construction, capital markets, and M&A, with responsibility for shaping investment strategy across a multi-billion-dollar, multi-region platform This is a mostly remote role, only a few days in office per month in midtown Manhattan for specific meetings The Job As a VP, Investments, you will partner closely with senior leadership to: • Oversee and optimize regional investment portfolios within a regulated insurance framework, • Support M&A activity through portfolio construction and yield analysis, • Develop strategic and tactical asset allocation recommendations, • Generate and evaluate new investment ideas across asset class What You’ll Do Portfolio Construction & M&A Support • Analyze target portfolios in acquisition scenarios, including existing holdings and constraints, • Recommend portfolio repositioning strategies aligned with liability profiles, • Develop yield projections and investment assumptions to support deal pricing, • Partner cross-functionally to incorporate regulatory, tax, and structural considerations Strategic Asset Allocation & ALM • Develop and maintain strategic asset allocation frameworks, • Incorporate inputs from actuarial, treasury, capital planning, and market conditions, • Align portfolio construction with liability profiles and capital considerations, • Evaluate relative value across asset classes and investment strategies Investment Strategy & Idea Generation • Assess market opportunities and propose strategic and tactical allocation shifts, • Develop investment proposals for internal committees and senior stakeholders, • Collaborate across functions (legal, tax, regulatory, actuarial, treasury) to implement strategies Manager Oversight & Due Diligence • Manage relationships with external managers across fixed income and specialty asset classes, • Evaluate new managers, co-investments, and strategies, • Monitor performance and ensure alignment with portfolio objectives Additional Responsibilities • Prepare materials for Investment Committees and Board-level discussions, • Monitor portfolio compliance with internal and regulatory constraints, • Oversee liquidity and cash deployment to minimize drag, • Support income forecasting, budgeting, and performance attribution Qualified candidates must have 8+ years of experience in fixed income portfolio construction and asset allocation, working with outside managers Base salary 185k-220k DOE Plus competitive bonus/LTI and excellent benefits

We are looking for a driven and relationship-focused Recruiter to play a key role in the growth of our organization in Melville, NY. In this position, you’ll identify, attract, and onboard top talent for our expanding team of financial professionals. Leveraging your expertise in sales, business development, or recruitment, you will lead efforts to source and engage high-performing individuals who align with our company’s values and objectives. You will build meaningful connections both inside and outside the organization, promoting career opportunities and guiding candidates through a structured and thoughtful selection process to help build a high-performing sales team. Essential duties: Recruitment & Selection • Build and develop candidate pipelines through referrals, networking, and community involvement, • Conduct initial interviews, administer assessment tools, and facilitate follow-up meetings, • Maintain consistent and professional communication with candidates throughout the process, • Represent the career opportunity at networking and community events, • Ensure a high-quality candidate experience through a structured selection process Accountability & Collaboration • Partner closely with leadership to drive growth through recruitment initiatives, • Utilize software tools to maintain candidate databases and track recruiting activity, • Analyze recruiting metrics to improve process efficiency and outcomes, • Provide ongoing support to new hires as they transition into their roles, • Assist with preparing reports, coordinating leadership meetings, and supporting strategic recruitment goals Qualifications: • Bachelor’s degree required, • 2-5 years of experience in sales, recruitment, or networking-driven roles, • Strong interpersonal and communication skills, with the ability to build trust quickly, • Well-connected within the community and comfortable with relationship-building, • Organized, self-motivated, and results-oriented with a track record of achieving goals, • Proficiency with Microsoft Office Suite (Word, Excel, etc.) Growth Path: This position is designed for someone who wants to make a significant impact on the growth of the office. With proven results, the Recruiter will have the opportunity to grow into roles with greater leadership responsibility, such as Director of Selection or Chief Recruitment Officer. Benefits: • Salary- $65k-85k annual salary (commensurate with experience), • Bonus opportunities, • Benefits include medical, dental, vision, 401k, • Paid time off, • Ability to commute to the office- this is an in-office role! Desired Competencies: • Action Oriented – Energetic and proactive in seizing opportunities, • Candidate Focus – Dedicated to providing an exceptional candidate experience, • Drive for Results – Consistently meets or exceeds recruitment goals, • Interpersonal Savvy – Skilled at building strong and effective relationships, • Priority Setting – Focused on the most critical tasks for success, • Networking Skills – Actively engages in community and professional networks to identify top talent

Excellent Opportunity for an ENTRY LEVEL FINANCIAL ANALYST at a Long Island financial Services Company in Melville, NY. Must have : Bachelor's degree or higher in Economics, Finance, Accounting, Mathematics, Data Analytics or related INDUSTRY Strong Excel skills Own transportation All candidates are subject to a background check and an assessment. Send your resume to Lorraine.cochrane@roberthalf.com

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)

Investment Operations Associate About Point Wealth Management: At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve their clients, their families and their communities in powerful ways." We are an experienced Wealth Management team serving high net worth individuals, business owners, and families. Our clients value our relationship-oriented approach that enables them to make educated decisions with efficiency and confidence. Our office is in Melville, NY. Role Overview: We're seeking a detail-oriented Investment Operations Associate to join our growing team. This role is crucial in supporting our advisors and ensuring smooth operations for our clients' accounts. At Point Wealth Management, we believe in nurturing talent and providing opportunities for growth. As an Investment Operations Associate, you'll have the chance to expand your skills, obtain additional certifications, and advance your career within our supportive team environment. Key Responsibilities: • Process new accounts and client requests, ensuring all documentation is complete and approved., • Facilitate various money movements including ACATs, Wires, ACHs, Journals, and Check Requests., • Review daily activity and reconcile client accounts to ensure accuracy., • Assist in client meetings as needed, providing support and expertise., • Respond to client inquiries regarding accounts, policies, and procedures., • Manage the client experience, providing proactive communication throughout the onboarding process., • Participate in special projects related to investment research and tax mitigation strategies., • Contribute to the team's thought leadership through research and content creation., • Participate in client education initiatives and seminars., • Collaborate with other departments to enhance cross-functional efficiencies. Qualifications & Skills: • Bachelor's degree in Finance or related field, • 1+ years of investment operations and analysis experience, • FINRA Series 7 and 63 or 66 (preferred, not required), • Proficiency in Microsoft Office Suite, • Strong analytical and problem-solving skills, • Detail-oriented with a focus on client service, • Excellent verbal and written communication skills, • Ability to work independently and prioritize tasks in a fast-paced environment Preferred: • NY Life and Health Insurance License (or willingness to obtain within 3 months) What We Offer: • Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday), • Competitive salary, • Performance-based bonus (eligible after 3 months), • 401(k) with company match, • Comprehensive health, dental, and vision insurance, • Group long-term disability insurance, • Paid time off, • Professional development opportunities and significant potential for growth, • Support for obtaining additional certifications (e.g., Series 7, CFA, CFP), • Collaborative team environment with regular team-building activities, • Chance to build relationships with high-net-worth clients, • Exposure to advanced areas such as alternative investments, • Work-life balance and a culture that values your ideas and contributions How to Apply: Please visit our website (_) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're excited about this opportunity. Join us in our mission to deliver exceptional wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Client Service Associate, Wealth Management & Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday, with occasional work-from-home flexibility Compensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibility About the Role Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day life insurance underwriting and servicing, investment account servicing, client service operations, and annuity processing. This role is ideal for an experienced insurance and wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving with accuracy and follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and join a team that takes a coordinated, relationship-first approach to serving clients. What You’ll Do • Support the life insurance underwriting process, including applications, medical exam coordination, APS requests, carrier follow-up, and policy issuance steps, • Prepare, review, and process client paperwork for new accounts, account updates, annuities, insurance, and ongoing servicing needs, • Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items, • Coordinate with custodians, broker-dealer partners, insurance carriers, vendors, advisors, and internal team members to keep client work moving forward, • Track open service items, outstanding paperwork, underwriting requirements, and next steps to ensure timely follow-through, • Maintain accurate and organized client records, documentation, and account-related files, • Assist with the preparation of client meeting materials and provide administrative and operational support to advisors, • Serve as a professional point of contact for client service questions related to investment accounts, annuities, insurance, and paperwork, • Help improve internal workflows, tracking systems, and service processes as the firm continues to grow, • Over time, support additional operational workflows related to retirement plans, pensions, and broader planning needs as the role evolves What We’re Looking For • 4+ years of hands-on experience in wealth management operations, client service, investment account support, insurance/annuity processing, or a similar financial services support role, • Strong working knowledge of investment account servicing, client documentation, custodial processes, transfers, money movement, and account maintenance workflows, • Exposure to life insurance underwriting, annuity processing, or insurance carrier workflows is strongly preferred, • High-capacity multitasker who can manage competing priorities, track details carefully, and adapt as client, advisor, and team needs shift, • Strong intellectual curiosity, sound judgment, and ability to quickly understand processes, systems, and client workflows, • Professional, warm, and polished communication style with clients, advisors, and other stakeholders, • Team-oriented, highly responsive, and comfortable operating in an information-rich environment where details and follow-through matter, • Interest in building a long-term career within wealth management, insurance, and financial planning, • Experience with Cetera, Redtail CRM, Black Diamond, custodial platforms, broker-dealer systems, or similar wealth management technology is a strong plus, • Bachelor’s degree strongly preferred; will consider candidates with strong relevant experience, • Life & Health insurance license is a plus, or a willingness to obtain after hire, • Investment licenses are not required; candidates with active licenses or an interest in pursuing investment licensing over time are welcome. Why This Role • Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUM, • Meaningful exposure to investment and insurance operations, advisor support, and high-touch client service, • Collaborative team environment with mentorship from experienced professionals, • Competitive compensation with annual bonus potential and profit-sharing eligibility, • Medical benefits, 401(k) with employer match, generous PTO, and summer Fridays