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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday,

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 hel

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

Company Description \n Westco Financial Group is a Comprehensive Wealth Management firm based in Lynbrook, NY, comprised of four companies specializing in different financial sectors. Westco offers custom investment plans, financial planning, income tax planning, and access to the general securities market. \n \n Role Description \n This is a full-time on-site role for an Associate Financial Advisor/Tax Preparer. \n Assist senior team with: Preparation of client work, client meetings, investment research, financial planning and insurance, business development, independent/financial advisor recruiting, tax preparation. \n Salary, bonus, commission on licenses sales, full medical and retirement plan offered \n \n Qualifications \n Looking for a self-motivated, self-directed, entrepreneurial person \n Income Tax preparation experience a plus, ready to train \n Strong computer skills in word, excel, power point, publisher, outlook \n Strong communication and organizational skills, ability to interpret large amounts of data and multi-task, strong analytical and critical thinking skills, teamwork skills and ability to make decisions \n Prior related internship or work experience is preferred \n Bachelor’s degree, MBA/MS degree or in progress, securities license or ability to obtain within first 90 days \n \n Industry \n\n • Financial Services\n\n Employment Type \n Full-time

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

Qualifications and responsibilities for this Construction Accounting Specialist position include: Relevant AR/AP and general accounting experience; construction accounting, union payroll, certified payroll, and maintaining books preferred (minimum experience and education requirements to confirm). C

Key Responsibilities: \n For a specified group of properties and family’s trust and individual accounting: \n \Prepare monthly bank reconciliations / tenant security reconciliation \n Marketable securities investment reconciliation \n Monthly/period journal entries  Monthly general ledger analysis \n Prepare full set of work papers for balance sheet and income statement at year-end \n Maintain intercompany receivable and payable schedules \n Municipality I&E report / Certiorari / RPIE \n Annual budget \n Yardi \n Process capital calls, distributions, intercompany advances & repayments \n Special project as needed \n \n Some of the benefits for a permanent full-time employee, may be subject to certain requirements: \n 401(k) – 25% of employee’s first 8% of contributions \n Medical & dental – Employer pays full for Employee’s basic medical and dental.

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Summary This is a hybrid role. Must come into the office 1 day a week and remote 4 days a week Our office is located in Lake Success, Long Island, NY so should be able to commute to our corporate location The Staff Accountant is part of the Accounting Department and reports to the Accounting Manager. This role works closely with the Accounting team and is responsible for supporting the month-end close process as well as Accounts Payable activities. Description Responsibilities • Record cash collections, • Bank reconciliations, • Reconcile collections to RCM, • File and pay sales and use taxes, • Track and pay personal property taxes, • Assist with the corporate credit card program, • Enter and code invoices for payment processing, • Assist with the management of cash on hand at locations, • Various month end close accruals journal entries and workpapers, • Assist with providing data and reports for the audit, • Various additional invoicing and other ad hoc requests as needed Compensation Range: $65,000 - $75,000 The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field required, • 1–4 years of experience in a Staff Accountant or similar accounting role, • Strong understanding of general accounting principles and month-end close processes, • Experience with accounts payable, bank reconciliations, and journal entries, • Proficiency in Microsoft Excel, including formulas and basic data analysis, • Experience working with accounting systems; Workday or similar systems preferred, • High level of accuracy and attention to detail, • Strong organizational skills with the ability to manage multiple priorities and meet deadlines, • Ability to work independently as well as collaboratively in a team environment, • Strong written and verbal communication skills Compensation $70,000 - $75,000 The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications. EEO Statement PM Pediatric Care is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status or any other characteristic protected by law.

Henderson Harbor Group is a premier executive search and consulting firm with deep experience in finance, accounting, tax and technology. The search division recruits highly skilled professionals on a direct hire basis. We service our clients primarily in the tri-state area as well nationally through our AAFA network. The Controller for this logistics company will oversee the company’s accounting and financial reporting functions, ensuring accurate monthly financial results and effective management of day-to-day accounting activities, including accounts payable, accounts receivable, and the month-end close process. Reporting directly to the President, this individual will collaborate with senior leadership and external management advisors to monitor business performance, support strategic decision-making, and help achieve the company’s financial and operational objectives. Key Responsibilities • Oversee the accounting department and manage daily accounting operations, including accounts payable, accounts receivable, and the monthly close process, ensuring timely and accurate financial reporting in accordance with GAAP., • Partner with senior management to monitor financial performance, evaluate key performance indicators (KPIs), and support the achievement of revenue, profitability, and EBITDA targets., • Prepare financial forecasts, including projected income statements, balance sheets, and cash flow statements, while monitoring liquidity and working capital requirements., • Develop financial materials and reporting packages for quarterly Board presentations, highlighting business performance, financial trends, and areas requiring attention., • Coordinate tax compliance, external audits, and financial reviews with outside accounting firms while ensuring adherence to applicable federal, state, and local regulations., • Establish and maintain accounting policies, internal controls, and documented procedures while identifying opportunities to streamline processes and improve operational efficiency., • Oversee corporate insurance programs, risk management activities, and compliance with relevant business requirements., • Review and manage key business agreements, including customer contracts, leases, vendor arrangements, and banking documents, to ensure appropriate financial and administrative terms., • Maintain banking relationships and oversee cash management activities to support the company’s ongoing financial and operational needs Qualifications • Minimum 8 years of overall combined accounting and finance experience, • Bachelor’s degree required, • Master's degree or CPA preferred, • Experience with software services related industry preferred., • Thorough knowledge of GAAP accounting principles and procedures

Position Overview: A privately held construction client is seeking a hands-on accounting professional with a strong background in union payroll and general accounting. This individual will be responsible for managing union payroll activities while supporting the company's day-to-day accounting operations, month-end close, and financial reporting. The ideal candidate will have experience working for a construction contractor, understand the complexities of union payroll and related compliance requirements, and be comfortable taking ownership of both payroll and accounting responsibilities in a hands-on environment. Key Responsibilities: • Process and oversee weekly union payroll for construction employees, ensuring accurate and timely payments., • Maintain a strong understanding of union agreements, prevailing wage requirements where applicable, and applicable payroll regulations., • Prepare and review union payroll reports, certified payroll documentation where required, and related filings., • Calculate and reconcile union benefits, fringe benefits, dues, deductions, and contributions to applicable benefit funds., • Maintain accurate employee payroll records, hours, job classifications, and labor allocations., • Reconcile payroll accounts and investigate discrepancies between payroll records, job costs, and the general ledger., • Coordinate with union representatives, benefit funds, employees, and external providers to resolve payroll-related questions and discrepancies., • Ensure payroll processes comply with applicable federal, state, and local requirements., • Prepare journal entries and account reconciliations, including accruals, prepaids, and fixed assets., • Support month-end close by completing assigned reconciliations and maintaining supporting documentation., • Review general ledger activity, investigate variances, and coordinate corrections., • Assist with audits, management reporting, and process documentation., • Support accounting for intercompany transactions and foreign entities, as applicable., • Assist with bank reconciliations and recording routine cash transactions., • Support other accounting and reporting needs as they arise. Qualifications: • Prior experience in construction accounting with hands-on union payroll processing or oversight., • Understanding of union payroll requirements, fringe benefits, deductions, and payroll-related compliance., • General accounting experience, including journal entries, account reconciliations, and month-end close., • Experience reconciling payroll activity to the general ledger and, ideally, job cost records., • Strong attention to detail, organization, and ability to manage recurring deadlines., • Comfortable working onsite in a hands-on role within a growing construction business., • Experience with Sage 100 or similar accounting systems is helpful; specific payroll software experience is not a determining factor. Compensation: • Competitive base salary of $100,000–$110,000., • Fully onsite, five days per week in Queens, NY. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

We are looking to immediately fill an open fulltime entry level accounting position. In this role, you would be responsible for assisting the Finance & Accounting department on a variety of tasks. Company Description MHW reinvented how alcoholic beverages go to market in the United States and provides market-leading solutions for market access, sales fulfillment, and compliance management to producers and importers of alcoholic beverage globally. We have helped many of the most successful brands in alcohol enter and excel in the US market. And we are in growth mode to help the next generations of brands achieve outsized success in a highly competitive environment. We are seeking a dependable, highly motivated and organized team player to join our Accounting team. This is a dynamic role in a fast-paced company. The ideal candidate must be able to think critically, multitask while maintaining high attention to detail and have the ability to work independently as well as part of a team with flexibility and willingness to learn. Experience or knowledge of the beverage alcohol industry is a plus but not required. Opportunity for growth within the company is tremendous after the candidate has mastered the entry level position. As a strong candidate for this position, you are: A Team Player: We are a leader in our industry with a start-up mentality and many exciting business initiatives on the horizon. We work as a team to achieve successful implementation of our initiatives and company goals. You welcome the opportunity to roll up your sleeves and jump into whatever is needed, while balancing varying levels of responsibilities and multiple work streams. A Relationship Builder: You are an effective and proactive communicator with the ability to build and uphold strong relationships and transparency with internal management and staff, as well as clients, outside vendors and partners. Results Oriented: You take pride in your work and aim to deliver results and overcome obstacles. You embrace challenges and aren’t afraid to contribute to overall team initiatives as well as execute daily tasks. An Excellent Communicator: You possess strong verbal and written communication skills in dealing with both internal team members as well as external clients. In this role you will: • Process daily receivables, payables, and other cross-functional accounting tasks, • Analyze and review accounts and reconciliations for over 300 divisions, • Prepare, review and post journal entries to the general ledger, • Ensure compliance with state regulatory requirements, • Provide customer service to our clients, customers, and stakeholders through phone and email, • Assist with collections process and safeguard company’s assets, • Assist with departmental administrative tasks as needed, • Work closely with other departments to achieve timely and accurate results, • Perform other duties as assigned Qualifications: • 0-2+ years accounting / bookkeeping experience, • Excellent oral and written communication skills, • Proficiency in Microsoft Office, • Ability to multi-task while maintaining a high attention to detail, • Capacity to work independently as well as part of a team with flexibility and willingness to learn, • Accounting degree preferable Work Environment: This is a hybrid position, and your presence is required in the office every Wednesday. Join us as we continue driving innovation and evolution in the beverage alcohol industry.

This is an opportunity for an experienced Accounts Payable Lead to take ownership of critical accounting and payroll functions within a growing outsourced finance and accounting environment. The successful candidate will bring strong technical knowledge, exceptional attention to detail, and the ability to manage competing priorities while maintaining accuracy and confidentiality. This hands-on role is ideal for a self-directed professional who takes initiative, communicates effectively, and is committed to delivering dependable service to both clients and internal teams. Key Responsibilities Accounts Payable • Manage the full AP cycle, including invoice receipt, verification, coding, reconciliation, and timely payment., • Enter invoices and GL data accurately and maintain complete supporting documentation., • Manage vendor W-9 collection and maintain accurate vendor records., • Monitor AP aging, verify balances, and help clients prioritize payments based on urgency and business needs., • Identify duplicate or potentially fraudulent invoices and process credits, adjustments, corrections, and stop payments., • Process payments through checks, online vendor platforms, and banking systems., • Manage employee reimbursements, purchase orders, fund transfers, and related AP activity., • Prepare 1099 information and AP reports and support month-end close activities. Payroll • Process bi-weekly and monthly payroll accurately and on schedule, including high-volume and complex payroll periods., • Review timesheets, earnings, deductions, and adjustments while maintaining compliance with applicable payroll regulations., • Process off-cycle checks, bonuses, terminations, and other payroll adjustments., • Maintain employee payroll records and system data., • Reconcile payroll reports and coordinate accurate GL entries with the accounting team., • Support quarterly and year-end payroll reporting, including W-2s and 1099s., • Respond professionally to employee and client payroll questions., • Assist with onboarding new payroll clients and documenting processes for team coverage and delegation. Client & Team Support • Serve as a primary point of contact for AP-related client needs., • Communicate issues, risks, and discrepancies promptly and professionally., • Collaborate with account leads, advisors, offshore staff, and operations., • Provide guidance and training to team members in AP and payroll processes., • Contribute ideas and feedback that improve accuracy, efficiency, and service delivery. Qualifications & Experience • 3+ years of accounts payable experience required., • 2+ years of payroll processing experience required; multi-state payroll experience strongly preferred., • Strong understanding of accounting, bookkeeping, AP, and payroll principles., • Knowledge of payroll compliance, including FLSA, state/local taxation, and garnishments., • Experience with ADP, Paychex, Gusto, QuickBooks Payroll, or comparable systems., • Strong Excel skills and excellent data-entry accuracy., • Demonstrated ability to manage multiple deadlines in a high-volume environment., • Exceptional attention to detail, organization, and time management., • Strong written and verbal communication skills., • High level of professionalism and discretion when handling confidential information., • Ability to learn and adapt to new systems and technology. Key Competencies & Attributes • Accuracy and attention to detail, • Ownership and accountability, • Organization and follow-through, • Sound judgment and problem-solving, • Adaptability and initiative, • Professional communication, • Confidentiality and discretion, • Ability to manage competing priorities Work Environment & Benefits This is a full-time, in-person position in Cedarhurst, NY, within a collaborative professional environment supporting a diverse client base. The organization values accountability, teamwork, continuous improvement, and high-quality client service. Benefits include: • Health, dental, and vision insurance, • 401(k), • Paid time off, • Professional development opportunities

Plenty of CPA firms promise work-life balance. This 10-person firm in Queens actually means it. No evenings. No weekends. Not even during busy season. They specialize in audit, tax and accounting and have a loyal client base. The role offers broad exposure accounting and tax within a close-knit, mainly in-office team. As the firm grows, there’s genuine room to develop with it - without giving up your evenings and weekends to do so. • No evening or weekend work. Even during busy season, • Excellent work-life balance with a firm that genuinely protects personal time, • Small, close-knit team of around 10 people, • Opportunity to join a growing accounting and tax practice How to Apply Here’s the thing about job applications. Many people overthink them. It’s easy to assume you need to tick every single box before applying, but that’s not how we work. If this role catches your interest, just go ahead and apply. Clicking “apply” isn’t a lifelong commitment; it’s simply the first step in a conversation. Prefer a more personal connection? Feel free to give me a call at 646-681-4031 You can also find my details on LinkedIn - I’m Ian Hallam at Distinct North America.

Client Services Administrative Assistant | Director of First Impressions Full-Time | Westbury, NY You’ve Built a Career Taking Care of Clients. We’re a Firm That Will Value What You Bring. You know financial services. You have at least 5 years of experience working in an investment and insurance firm supporting advisors and their clients. You understand the details behind opening an account, processing a transfer, submitting an insurance application, following an underwriting case, and making sure a client request actually gets completed. But you also understand something that can’t be taught from a procedure manual: How you make clients feel matters just as much as getting the paperwork right. Florio Wealth Management Group is looking for an experienced Client Services Administrative Assistant to join our team in Westbury. We’re looking for someone who combines attention to detail with genuine care for people—someone who enjoys being the person clients and colleagues know they can count on. If you’re organized, thoughtful, dependable, and experienced in financial services, this may be the opportunity you’ve been looking for. There’s More to Client Service Than Processing Paperwork Behind every application, account transfer, beneficiary change, or retirement distribution is a person. Sometimes they’re excited. Sometimes they’re confused. Sometimes they’re dealing with an important life transition and simply want to know someone is paying attention. That’s where you come in. You’ll help make complicated financial processes feel organized, understandable, and well managed. You’ll remember the details. You’ll follow through. You’ll communicate. And you’ll help create the kind of experience that makes clients feel: “I’m in good hands.” That’s what great client service looks like to us. What You’ll DoTake Care of Clients You’ll be an important point of contact for clients throughout their relationship with our firm. You’ll: · Welcome and onboard new clients · Communicate with clients by phone and email · Coordinate meetings and provide timely updates · Help clients complete administrative requests · Process deposits, withdrawals, RMDs, beneficiary changes, contributions, and other transactions · Make sure requests don’t disappear into a system without follow-through You’ll often be the person making sure the little things get handled correctly. And in wealth management, the little things aren’t little. Keep Important Details Moving You’ll also be responsible for much of the behind-the-scenes work that allows our advisors to focus on helping clients. That includes: · Processing investment and insurance applications · Coordinating life, disability, long-term care, and group health insurance underwriting · Completing EFTs, wires, check deposits, fund transfers, and account maintenance · Maintaining accurate client information and digital records · Tracking fees and commissions · Working within Advisor’s Assistant CRM, ReadyDoc, and related systems · Supporting licensing renewals and compliance responsibilities Accuracy matters. Follow-through matters. And being able to confidently say “I’ve got it”—and mean it—matters. Help Us Create an Exceptional Client Experience We’re not looking for someone who simply completes a list of tasks every day. We’re looking for someone who notices things. Someone who thinks ahead. Someone who understands that a client shouldn’t have to call three times to get an answer. Someone who enjoys creating order and making life easier for the people around them. You’ll also help with: · Office and supply coordination · Vendor communication · IT, compliance, and building-management coordination · Firm seminars and client events · Registration and attendee follow-up · General administrative support that keeps our team running smoothly You won’t be doing it alone. You’ll be part of a team that works together to take care of our clients and each other. Who We’re Looking For You may be a great fit if you’re the person people have always described as: Dependable. Organized. Thoughtful. Thorough. Professional. You take pride in your work without needing recognition for every little thing. You enjoy helping people. You’re comfortable taking responsibility. And when you tell someone you’ll take care of something, they don’t have to wonder whether it will actually happen. We’re looking for someone with: · 5+ years of financial-services experience · Experience processing investment and insurance new business · Strong client-service experience · Excellent organizational and time-management skills · Exceptional attention to detail · Warm, professional written and verbal communication · The ability to manage multiple priorities independently · Experience with Advisor’s Assistant or a similar CRM · Proficiency with Microsoft Office, Adobe, and standard business technology Experience within an RIA, broker-dealer, insurance agency, or wealth-management firm is especially valuable. Familiarity with mutual funds, 529 plans, annuities, and turnkey asset management programs is also preferred. A bachelor’s degree is preferred, but we recognize that meaningful industry experience matters too. Build Your Career on Long Island Our office is in Westbury, NY, and we’re especially interested in experienced financial-services professionals who live on Long Island. Maybe you’ve already done the Manhattan commute. Maybe you’re doing it now. And maybe you’ve reached a point where you’d rather spend those hours with your family, your friends, pursuing your interests—or simply enjoying your life. You shouldn’t necessarily have to choose between a meaningful career and having more time for everything outside of it. This is a in office position. You can continue building your career in financial services without building your life around a commute into New York City. What You’ll Find Here We’re a Long Island wealth-management firm serving individuals, families, and small businesses. We believe great financial advice starts with understanding people. And we believe great workplaces should operate the same way. We offer: · Competitive compensation · Performance-based bonus opportunities · Health Insurance Subsidy · Paid vacation and sick time · 3% retirement plan match · Flexible scheduling · Discretionary paid time off But benefits are only part of the equation. We’re looking to create an environment where good people can do excellent work, build meaningful client relationships, and have a life outside the office. Maybe You’re Not Looking for “More.” Maybe You’re Looking for Better. A better commute. A better balance. A team where people know your name. Clients you can actually build relationships with. Work where your attention to detail and ability to care for people are genuinely valuable. And a firm where the experience you’ve spent years building can make a difference. • If you’re an experienced financial-services professional on Long Island and that sounds like the next chapter you’re looking for, we’d love to hear from you.

Position Title: Senior Accountant Location: Garden City, Long Island, NY (On-Site) Industry: Distribution / Manufacturing A well-established and growing distribution and manufacturing company in Garden City is seeking a hands-on, detail-driven Senior Accountant to join its finance team. This is an excellent opportunity for an accounting professional who enjoys working cross-functionally, thrives in a fast-paced environment, and wants to play a meaningful role in both day-to-day accounting operations and long-term financial initiatives. Perks & Benefits: Comprehensive Medical, Dental & Vision Coverage 401(k) Plan with Company Match Paid Time Off (PTO) and Paid Holidays Life, Short-Term & Long-Term Disability Insurance Health Savings Account (HSA) & Flexible Spending Accounts (FSA) Employee Assistance Program (EAP) Other benefits aligned with state regulations and employment classification Core Responsibilities: Manage core accounting functions including general ledger oversight, month-end and year-end close, and account reconciliations Support distribution and manufacturing accounting activities, including inventory and cost-related transactions Prepare and review financial statements and perform variance analysis to support management decision-making Handle sales commission accounting, including calculations, reconciliations, and analysis across multiple states (approximately 25–30% of the role) Collaborate with operations, sales, and leadership teams to ensure financial data aligns with business activity Assist with budgeting and forecasting processes and analyze actual results versus plan Support audit preparation and ensure compliance with GAAP and internal controls Participate in system enhancements and help streamline accounting processes and procedures Take ownership of evolving accounting and reporting needs as the business continues to grow Ideal Candidate Profile: Bachelor’s degree in Accounting, Finance, or a related discipline Minimum of 5–7 years of progressive accounting experience, preferably within a distribution or manufacturing environment Experience with sales commissions accounting or a strong interest in owning this function Solid understanding of GAAP, reconciliations, and internal controls Proficient in Excel and accounting systems; ERP experience strongly preferred Comfortable working in a collaborative, fast-paced, and evolving environment Strong organizational skills, analytical thinking, and attention to detail Excellent communication skills and a proactive, problem-solving mindset CPA is a plus but not required Ready to Step Into a Senior Accountant Role with Impact? If you're an experienced accounting professional with a distribution or manufacturing background and are ready to contribute meaningfully in a dynamic environment, we’d love to connect. Please send your resume (in Word format) to Steven.Mas@lhh.com for immediate consideration. Not the perfect match? Let’s stay connected. We’re recruiting for a variety of finance and accounting roles across other sectors. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _

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)

A Partner that works to live, not lives to work. And that relaxed culture permeates through his Firm. Maybe you live on the Island and are commuting into NYC. You want something closer to home. Or perhaps you're in a Firm where busy season hours are 60+. And you want some of your life back. The busy season hours aren't crazy. The Managing Partner is currently saying no to new business. To protect your work-life balance. You'll be handling all the review work (and some complex prep). Currently, this is done by the Partner. They use Lacerte. If you've used it, great. If not, no issues. Wide range of clients across multiple industries so you'll get well-rounded experience. 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.

Remote Sales Opportunity with Unlimited Potential — Sales Customer Representative at Joseph and Young Joseph and Young is currently looking for motivated individuals to join our growing remote team. As a Sales Customer Representative, you’ll have the opportunity to work from home, connect with qualified prospects, and earn based on your performance. This role is ideal for individuals who want flexibility, independence, and the ability to grow their income without traditional limitations. What You’ll Do Your main focus will be working with warm leads and helping them explore solutions that fit their needs. Your responsibilities will include: • Reaching out to interested prospects, • Conducting virtual presentations, • Explaining product benefits clearly, • Building and maintaining client relationships, • Following up to close opportunities, • Tracking your sales activity, • You’ll be offering financial products such as life insurance, annuities, and Indexed Universal Life (IUL) policies. What We Provide • Remote work environment (Work from Home), • Flexible schedule, • Access to qualified leads, • Training and mentorship, • Incentive programs and recognition, • Optional exchange benefits to life and health insurance access What We’re Looking For • Self-motivated individuals, • Strong communicators, • Goal-oriented mindset, • Positive and professional attitude, • Willingness to learn and grow Earning Potential This is a commission-based independent opportunity, meaning your income is directly tied to your performance. There is no cap on earnings. Limited to candidates located in the United States. Get Started Today If you’re ready to take control of your schedule and income, apply now and start your journey with Joseph and Young. We don't consider International candidates as of this time.

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

This senior leadership opportunity is designed for an experienced accounting professional who can combine technical expertise with strong people leadership. The Senior Advisor will oversee Accounts Payable operations while contributing to the broader accounting function and developing the next generation of accounting leaders. The ideal candidate will be comfortable operating at both the strategic and hands-on levels—providing direction when needed, empowering team members to take ownership, and ensuring client engagements consistently meet high standards. Key Responsibilities Leadership & Team Management • Lead, manage, and hold Account Leads accountable through structured check-ins, training, coaching, and development., • Mentor Account Leads in financial reviews, client reporting, workflow management, and relationship management., • Develop team members into confident, independent owners of their client engagements., • Provide timely, constructive feedback and identify opportunities for professional growth., • Balance appropriate oversight with empowerment and accountability. Accounting & AP Management • Oversee day-to-day AP operations to ensure accuracy, timeliness, and adherence to established standards., • Review client bookkeeping and accounting activities, including AR, GL activity, and bank reconciliations., • Support monthly, quarterly, and annual close processes., • Review financial statements and reports for accuracy and completeness., • Implement and maintain accounting policies, procedures, and internal controls., • Partner with clients to understand their financial needs and deliver appropriate accounting solutions. Capacity & Operations • Monitor workloads across Account Leads and their teams and proactively address capacity issues., • Coach team members on effective delegation and utilization of offshore resources., • Drive adoption of technology, platforms, and standardized processes., • Ensure new-client onboarding is organized, consistent, and professional., • Foster collaboration among Account Leads, Advisors, and offshore teams., • Escalate significant issues appropriately while encouraging teams to resolve routine matters independently. Qualifications & Experience • Bachelor's degree in Accounting, Finance, or related field required., • CPA or CMA strongly preferred., • 7+ years of progressive accounting experience preferred., • At least 3 years of senior-level management or leadership experience strongly preferred., • Demonstrated experience managing AP functions and accounting teams., • Strong knowledge of accounting principles, financial reporting, and internal controls., • Proficiency with QuickBooks or comparable accounting platforms., • Experience in an outsourced accounting, advisory, or professional services environment highly desirable., • Proven ability to mentor, delegate, and develop accounting professionals. Key Competencies & Attributes • Strategic and operational leadership, • Coaching and talent development, • Financial and analytical acumen, • Sound judgment, • Accountability and ownership, • Delegation and prioritization, • Strong client relationship skills, • Clear and confident communication, • Collaborative leadership style, • Adaptability and continuous improvement mindset Work Environment & Benefits The organization provides a collaborative, values-driven environment where senior leaders have meaningful influence over client service, team development, and operational performance. This onsite role offers exposure to a diverse portfolio of clients and the opportunity to contribute directly to the continued growth of the accounting organization. Benefits include: • Health, dental, and vision insurance, • 401(k), • Flexible spending account, • Health savings account, • Paid time off, • Professional development opportunities

Korn Ferry has partnered with our client on their search for the role, Portfolio Manager. Purpose of the Position About the Role of Portfolio Manager– Commercial Banking Group A regional Bank is a fast growing, dynamic organization which results in continued changes to our processes and methods of operation. It is essential that applicants for this role be able to apply their commercial lending knowledge and skills to underwrite and, in time, structure and negotiate complex credit facilities. A high degree of independence, self-motivation, and initiative are required for the role which will entail regular interaction with the bank’s most valuable clients and senior management. In addition, the role requires presentations to the Loan Committee and interaction with the Banks executive leadership team. Compensation consists of a base salary and a discretionary annual bonus based on performance. Basic Function: The role reports to the Senior Managing Director, Commercial Banking Group or their designee and will directly or indirectly serve as the primary point of contact for loan facility structuring, underwriting, closing and ongoing portfolio management for new and existing clients. The role will also encompass early-stage discussions with perspective new clients, sourced by our business development team, and with the help of the Sales Team, sell the perspective client on moving forward with the Bank’s proposal. There are no new business development responsibilities. However, the Junior Lender is expected to identify any ancillary banking needs and provide appropriate direction internally. The role requires customer contact, including, in time, structuring and negotiating terms, conditions, and pricing. Our target market is comprised of the nation’s top and demanding law firms handling personal injury cases and Mass Tort and Class Action cases such as Roundup, Opioids and Talc. The bank lends into these relationships to support the firm’s working capital needs, marketing, acquisitions needs with the source of repayment being the attorney fees received from the settlement of these litigations. This position is to continue supporting the Bank’s rapid growth as part of the team that handles the larger and more complicated segment of our business. The successful candidate in this role will be able to execute the underwriting of new loan requests across a broad spectrum of borrowers. This may entail developing custom financial models in Excel, consolidating financial results among multiple entities, engaging with the client to negotiate deal terms and structure, preparing term sheets, interfacing with the originating Business Development Officer with regards to the opportunity status, concerns, and or ultimate loan decision. The role will also include, with support from more senior members of the team, reviewing/negotiating loan documentations such as loan agreements, notes, guaranties, intercreditor agreements, and participation agreements. Some travel will be necessary as our client base is national, but it should be less than 20% of the time. Key Responsibilities Principal Responsibilities: • Underwriting loan requests, • Timely gathering of required file information from clients, • Conduct full scope financial analysis in support of new and ongoing credit exposure, including income statement, balance sheet, and personal financial statement analysis, and pulling and reviewing credit reports, liens, judgments, bankruptcy and criminal background information., • Prepare and present for approval annual reviews and requests for increased credit, modified terms, and facilities for new and existing borrowers., • Communicate with borrowers to discuss their financial situation, address concerns, and obtain additional requirements., • Work with more senior members of the team to negotiate facility terms and support the loan closing and documentation process., • Create and maintain well organized files in an audit ready state., • Identify and escalate issues related to credit concerns or client retention., • Perform other duties and special projects as they may be assigned. The Candidate Skills and Competencies Key Skills Required: • Borrowing base and other commercial lending underwriting experience, • Intermediate to advanced skill set in Excel and other Microsoft Office products, • Excellent inter-personal skills, • Ability to develop trusted relationships with the Bank’s client base, • High energy with intellectual curiosity, • Dedicated work ethic and self-starter, • Work well under pressure, • Excellent written and verbal communication skills, • Excellent organizational skills, • Process oriented when approaching key job responsibilities Background & Experience: • Relevant bachelor’s degree (Finance, Economics, Accounting, Business etc.), • Experience, spanning underwriting of complex commercial loans, • Demonstrated history of strong communication with clients, • Knowledge of Asset Based Lending (ABL) and related covenants, • Excellent organizational and communication skills to manage portfolio workflow, • Ensure that all activities are performed in compliance with the bank’s policies and federal, state, and other regulatory requirements, • Formal credit training is preferred

About the Company Work from anywhere. Build a six-figure income. Start immediately with full training. At Beacon National Agency, we are hiring for the position of Customer Sales Representative, offering a fully remote opportunity designed for individuals who want both flexibility and high earning potential. Our system is built to help you succeed quickly, many of our new team members achieve six-digit income levels in their first year by simply following our proven, step-by-step process. About the Role From day one, you will receive comprehensive training and ongoing support, ensuring that you are equipped with the knowledge, tools, and confidence needed to perform at a high level. We’ve eliminated unnecessary complexity and built a streamlined system that allows you to focus on what truly matters - connecting with people and closing deals. As a Customer Sales Representative, you will play a key role in driving company growth by working with potential clients, understanding their needs, and presenting tailored solutions. This role offers independence, flexibility, and the opportunity to directly impact your income through your performance. Responsibilities • Communicate with prospective clients via phone, video, and online platforms (Clients are provided and are already interested - No Cold Calling), • Deliver clear, engaging presentations of company offerings, • Follow a structured system designed to maximize efficiency and results, • Build strong relationships and maintain client engagement, • Manage leads, track progress, and meet performance targets, • Participate in training sessions and apply feedback for improvement Qualifications What You’ll Gain: • A 100% remote position - no commute, work from anywhere, • A scalable income model with no cap on earnings, • Access to a system that has already helped many earn six figures with a year, • Full onboarding and training program to help you start immediately, • Ongoing mentorship from experienced leaders, • A positive, high-energy team culture focused on success Required Skills • Motivated and goal-oriented, • Comfortable working independently in a remote setting, • Strong verbal and written communication skills, • Open to coaching and continuous improvement, • Sales experience is a plus but not required (we will train you to succeed) Preferred Skills This opportunity is perfect for individuals who are ready to break away from traditional income limitations and take advantage of a system that rewards effort and consistency. At Beacon National Agency, your growth is directly tied to your performance, giving you full control over your earning potential. Many of our team members have transformed their careers by leveraging our system, achieving financial milestones they once thought were out of reach. If you’re ready to do the same, we encourage you to apply. Pay range and compensation package Compensation: This role is structured as a 1099 commission-based independent contractor position. Equal Opportunity Statement Beacon National Agency is committed to diversity and inclusivity in the workplace.

Audit Senior (remote available) $80-100K base salary (depending on experience) + bonus + full package Location: East Meadow, NY (open to remote candidates able to work EDT business hours) We're seeking an experienced Audit Senior with prior experience auditing Common Interest Realty Associations (CIRAs), including homeowner associations (HOAs), condominium associations, and housing cooperatives (co-ops). This role will support audits, reviews, compilations, and financial reporting for a well-established New York CPA firm specializing in community association clients. What You'll Do • Lead and execute audit engagements from planning through issuance, • Serve HOA, condominium, co-op, and other CIRA clients, • Prepare and review financial statements, audit workpapers, and related reports, • Collaborate directly with clients, boards, and management teams throughout engagements What We're Looking For • BS in Accounting, • Active CPA license, • 6+ years of public accounting audit experience, • Prior experience auditing HOAs, condominium associations, co-ops required, • Strong client-facing communication and relationship-building skills Benefits • remote flexibility, • $80-100k base salary (DOE), • discretionary annual bonus, • Comprehensive medical, dental coverage, • 401(k) with employer match, • Generous PTO If you enjoy owning CIRA engagements and working directly with clients, let’s talk.

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Job Summary We are currently seeking a Tax Manager to join our team in our Jericho, NY office. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Directing Tax Seniors, Semi Seniors, and Associates and staff accountants, • Ensuring that assignments are accomplished within the budgeted time, • Interacting with clients to discuss issues with regard to tax information throughout the year, • Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities, • Identifying any risk management issues and proposes potential solutions through various research and collaboration, • Conducting research and drawing conclusions in order to face target issues Qualifications • Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent preferred, • 5+ years of progressive tax preparation, review and supervisory experience, • CPA license is required, • Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH, • Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Ability to manage staff on multiple engagements, • Bachelor's degree in Accounting required, • CPA license is required, • Ability to work in a team environment, supervise staff and lead projects, • Ability to work additional hours as needed, • Strong communication skills, both verbal and written, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s): New York ranges are from $110,000 – $160,000 New Jersey ranges are from $110,000 – $160,000 Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities (“Grassi”) will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi’s main phone number listed on our official website.

The Wealth Management Field and Client Business Development Group supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Key Responsibilities: • Working knowledge of the Firm’s entire suite of products and tools, • Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner, • Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities, • Ability to develop strategic and tactical business plans to drive positive results, • Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation, • Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources, • Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods, • Desk-to-desk rollout of key initiatives, • Deep dive book reviews and segmentation, • Tactical campaigns, • Procurement and facilitation of outside resources Knowledge and Skills Required: • A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience., • Bachelor’s Degree required, • Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date, • Strong oral and written communication skills, • Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders, • Strong and creative problem-solving skills, • Confident, flexible, and resilient team player, • Adapts style to build relationships across all levels, • Ability to autonomously develop, deliver, and execute on strategic plans

Position Summary The Senior Accountant is responsible for preparing, analyzing, and maintaining accurate financial records for a large-scale residential property management operation. This role supports the integrity of financial reporting by performing account reconciliations, analyzing financial data, and assisting with audits and monthly closings. The Senior Accountant will work collaboratively with the accounting team to ensure timely and accurate reporting of income, expenses, and financial activity. Essential Functions and Responsibilities • Prepare and review accurate and timely financial information in accordance with the established monthly closing schedule., • Perform detailed account analysis and reconciliations to ensure accuracy and completeness of the general ledger., • Review bank reconciliations prepared by the staff accountant monthly, ensuring timely resolution of discrepancies., • Analyze accounts for variances, discrepancies, and irregularities, and report findings to the Assistant Controller., • Reconcile assigned balance sheet accounts and maintain proper supporting documentation., • Review and analyze prepaid expense schedules to ensure proper expense recognition., • Review billing, accounts receivable, and accounts payable analysis to ensure accuracy and completeness., • Maintain and update financial records, including income and itemized expenses, to reflect current and accurate information., • Participate in the annual audit process, including preparation of schedules and supporting documentation., • Collaborate with team members to identify process improvements and enhance financial reporting procedures., • Assist with special projects and ad hoc financial analysis as assigned. Qualifications • Bachelor’s Degree in Accounting (required), • Minimum of 5+ years of experience in general accounting, • Experience with computerized accounting/ledger systems, • Experience with Yardi preferred, • Advanced proficiency in Microsoft Excel, • Strong organizational skills with attention to detail, • Excellent analytical and problem-solving abilities, • Ability to work effectively in a team-oriented environment, • Strong communication skills, both written and verbal, • Possess leadership skills to help mentor the staff accountant

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

Specialty Capital is seeking a motivated, relationship-driven Client Retention Specialist to manage and strengthen relationships with existing merchants. This individual will focus on maximizing client retention, identifying renewal opportunities, and maintaining long-term relationships with merchants who have previously received funding through Specialty Capital. This individual will start in our credit analyst training program and then proceed into a sales role. The ideal candidate is proactive, results-oriented, and comfortable communicating with business owners to understand their needs, address concerns, and identify opportunities for additional funding. This role plays an important part in driving repeat business, increasing renewal volume, and contributing to Specialty Capital's overall revenue growth. Key Responsibilities • Client Relationship Management: Maintain consistent communication with existing merchants to build trust, strengthen relationships, and encourage long-term loyalty., • Renewal Opportunities: Identify merchants who may qualify for additional funding and proactively initiate conversations regarding renewal options., • Outbound Outreach: Conduct daily outbound calls, emails, and follow-ups to engage existing clients and generate renewal opportunities., • Retention & Reactivation: Re-engage inactive merchants, understand why clients may not be returning, and develop strategies to win back their business., • Funding Coordination: Work closely with underwriting, pricing, business development, and operations teams to facilitate a smooth renewal process from initial outreach through funding., • Client Needs Assessment: Understand each merchant's business performance, cash flow needs, and funding objectives to help identify appropriate solutions., • Pipeline Management: Maintain accurate records of client interactions, follow-up activities, renewal opportunities, and pipeline status within company systems., • Performance & KPI Management: Meet established targets for client engagement, renewal opportunities, conversion rates, and funded volume., • Issue Resolution: Address client questions and concerns professionally, coordinating internally to resolve issues that may affect client satisfaction or future business., • Revenue Growth: Maximize the lifetime value of existing merchant relationships by consistently identifying opportunities for repeat funding.

Fund Accountant $100-120k base + Bonus Remote (Must be based in the Tri-State Area) Our client is looking for a bright and energetic CPA qualified individual to join their Fund Accounting team. Join a company where you'll have plenty of trust in your ability and great flexibility, as they offer fully remote working. Responsibilities • Delivering accurate and timely production and delivery of reporting to clients by ensuring efficient and accurate NAV review, security valuation, financial statements production, query handling, and other ad-hoc reporting for funds, • Analysis of journal entries, • Making calculation on waterfall distributions, • Full management of transactions from a financial perspective, • Ensuring that team members comply with operating policies, procedures, and guidelines for the completion of Fund Accounting processes, • Ensuring service level agreements, memorandums, and client delivery summaries are maintained, • Acting as a point of escalation for complex client issues Benefits • Medical Insurance fully paid for, • 2 Weeks PTO, • Discretionary Bonus, • Very good working environment, • Healthy work/life balance If you have 5+ years of experience in an Accounting related role and strong expertise with financial statement preparation / GAAP, please apply directly.

Fully onsite Monday through Friday. Position Overview We are seeking a detail-oriented Fixed Assets & Depreciation Accountant to manage fixed asset accounting, depreciation schedules, and related general ledger activities. This individual will be responsible for maintaining accurate fixed asset records, ensuring compliance with accounting standards, and supporting month-end and year-end close processes. The ideal candidate has hands-on experience with fixed asset accounting, depreciation calculations, and reconciliations in a corporate accounting environment. Key Responsibilities Maintain the fixed asset subledger and ensure accurate recording of asset additions, disposals, transfers, and retirements. Calculate and record monthly depreciation and amortization in accordance with company policies and applicable accounting standards. Maintain depreciation schedules for book and tax purposes. Reconcile fixed asset subledgers to the general ledger and investigate discrepancies. Review capital expenditures and determine appropriate fixed asset classification and capitalization treatment. Partner with accounts payable and other departments to identify and track capital purchases and construction-in-progress balances. Prepare and post journal entries related to fixed assets, depreciation, disposals, and asset adjustments. Assist with month-end and year-end closing activities, including account reconciliations and supporting schedules. Support annual physical asset verification and maintain accurate asset documentation. Assist with internal and external audits by providing fixed asset schedules, depreciation calculations, and supporting documentation. Identify opportunities to improve fixed asset tracking, reporting, and accounting procedures. Qualifications Bachelor’s degree in Accounting or Finance preferred. 2-4 years of relevant accounting experience, with a focus on fixed assets and depreciation. Strong understanding of fixed asset accounting, capitalization policies, and depreciation methods. EOE: We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

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.

Madison Mortgage, a NY based independent mortgage brokerage with a national presence, is seeking a highly organized, proactive, and polished Executive Assistant to provide direct support to our CEO and CFO at our Garden City, NY (Long Island) headquarters. This is not a traditional administrative role. We are looking for someone who thrives in a fast-paced environment, anticipates needs before they arise, takes ownership of responsibilities, and consistently goes above and beyond. The ideal candidate is tech-savvy, resourceful, detail-oriented, and comfortable interacting with executives, business partners, clients, and employees at every level of the organization. This position requires someone who is committed to keeping our executive team organized, informed, and operating efficiently. What You Will Be Doing • Provide high-level administrative support to the CEO and CFO., • Manage complex calendars, schedule meetings, and proactively resolve scheduling conflicts., • Ensure daily schedules are organized, appointments are confirmed in advance, and executives are fully prepared for meetings., • Coordinate and book travel, including flights, hotels, ground transportation, and itineraries., • Assist with special projects, research, presentations, and executive initiatives., • Prepare reports, correspondence, and other business documents., • Serve as a professional point of contact for internal departments, business partners, and clients., • Monitor priorities throughout the day and adjust schedules as business needs change., • Handle confidential and sensitive information with discretion., • Perform additional administrative and operational tasks as assigned. What We Need From You • Bachelors Degree required., • Minimum of 5 years of executive-level administrative assistant experience supporting senior executives., • Exceptional organizational and time management skills., • Strong written and verbal communication skills., • Highly proficient with Microsoft Office Suite, Outlook, Teams, Excel, PowerPoint, AI and other business technology platforms., • Salesforce experience is a plus, • Outstanding attention to detail with the ability to manage multiple priorities simultaneously., • Professional demeanor with excellent interpersonal skills., • Self-starter who requires minimal supervision and takes initiative., • Ability to maintain confidentiality and exercise sound judgment. Availability Expectations This is a full-time, on-site position based in our Garden City, NY headquarters. While regular business hours are Monday through Friday, 9:00 AM to 6:00 PM, the executive team occasionally requires assistance outside of normal business hours. The ideal candidate should be responsive to business-related texts, emails, or urgent requests when needed. What You Will Get • Opportunity to grow with a high performing team, • Competitive salary, • Full Benefits package including: Medical, Dental, Vision and 401k, • Paid Time Off Send a resume directly to Judie@madisonmortgage.com Visit our website at www.madisonmortgage.com/careers to learn about us!

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

What if you could help build a firm rather than just work for one? You've spent 10 to 15 years becoming very good at tax. You know how to manage clients, develop people and spot opportunities. But perhaps you're starting to wonder whether your entrepreneurial side is getting enough exercise. I'm working with a smaller, ambitious CPA practice that wants someone who thinks a little like a business owner, not just a Senior Tax Manager. The person leading the practice made the move from a large firm themselves. They understand the appeal of having more autonomy, more influence and fewer people telling you why your perfectly sensible idea needs another meeting. This is an opportunity to get involved in growing a practice, developing client relationships and having a genuine say in where the business goes next. They're looking for someone with 10 to 15 years of public accounting tax experience who has the drive to build something, not simply inherit a portfolio and keep the wheels turning. The interesting thing about smaller firms is that your impact can actually be bigger. And if you've got an entrepreneurial streak, that can be rather addictive. You don't need to be unhappy where you are. Just curious about what you could achieve somewhere that gives you more freedom to do it. You’ll be based out of their office in Long Island. They aren’t looking to close up shop or be sold to PE, but continue to grow independently. Sounds like something you’d like to be a part of? Hit apply. How to Apply If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

About the Company 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: _

Growing and highly entrepreneurial mid-sized advisory firm in Nassau County is seeking a Tax Senior to join their growing team! This is an outstanding opportunity for someone who wants unlimited career opportunity while working with a firm that is able to provide outstanding leadership, while allowing for flexibility and reasonable work/life balance demands that often come with tax careers. Key ResponsibilitiesPrepare and review federal, state, and local tax returns for mid-market corporations (1120/1120S), partnerships (1065), and high-net-worth individuals/trusts (1040/1041).Conduct trial balance adjustments, make journal entries, and compile working papers to bridge client bookkeeping directly to tax software.Serve as a frontline advisor, answering client compliance inquiries and managing their informational data requests.Run annual tax projections and implement strategic tax-saving maneuvers to minimize liabilities for private business owners.Supervise staff accountants, assign engagement files based on their skill sets, and review their completed work papers. Requirements3 to 5+ years of progressive tax compliance experience within a public accounting firm environment.Bachelor’s degree in Accounting.Active CPA license or plans to sit for the exam.Daily proficiency using standard mid-market tax engines such as CCH Axcess, UltraTax, ProSystem fx, or GoSystem.Strong communication skills necessary to translate complex tax rules into clear business advice for business owners.

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!

*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.

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

Compensation: $200,000 – $250,000 base + annual bonus. Benefits: medical, dental, vision, 401(k), and paid time off. Why this role Maxima Apparel is a global apparel company with teams across the US, Mexico, India, and China. We're looking for a hands-on finance leader to own accounting, reporting, tax, and controls across all of our entities—and to build a modern, AI-enabled finance function from the ground up. You'll sit at the executive table with real authority to change how finance works. What you'll own • Global accounting & close – GAAP close, AP/AR/collections, and controls across US, Mexico, India, and China entities., • Team leadership – Lead accounting teams in four countries, including the VP Finance in India and regional finance leads. Our team is largely offshore-based., • Tax & compliance – Corporate, shareholder, and sales tax (wholesale, retail, e-commerce); international VAT/GST; payroll compliance in all locations., • Planning & cash – Budgets, forecasts, long-range plan, cash and liquidity management, and financial risk., • Finance transformation – Set and execute the automation/AI roadmap (AP/AR, reconciliations, forecasting, reporting) and partner with IT on ERP modernization. What you bring • Bachelor's in Accounting or Finance; CPA and/or MBA preferred., • 12+ years of progressive finance leadership, including 5+ in a senior role (VP, Controller, or CFO level)., • Multi-entity, multi-country experience (consolidation, intercompany, VAT/GST)., • Track record leading and developing offshore or global teams., • Experience automating finance processes and modernizing systems (ERP, BI, automation tools)., • Apparel, fashion, or consumer products experience is a strong plus. Why Maxima • Executive visibility and direct line to leadership., • A true build opportunity—modernizing systems and processes is a priority, not a side project., • Global business with brands consumers know., • Competitive base and bonus, plus medical, dental, vision, 401(k), and PTO.

Job Title: Assistant Controller About Us LaGuardia Gateway Partners (LGP) is the private developer and manager of the state-of-the-art Terminal B at LaGuardia Airport. With our new award-winning $4B terminal now complete, LGP is seeking talented individuals to help us achieve ongoing excellence in terminal operation and guest experience. Get onboard and join the team transforming the NYC travel experience. Job Summary Reporting to the Controller, the Assistant Controller is a key member of the Finance team responsible for supporting the integrity, accuracy, and timeliness of the Company's accounting and financial reporting activities. This position requires a hands-on accounting leader who can operate both strategically and tactically. The Assistant Controller will be expected to independently manage core accounting processes, provide technical accounting guidance, supervise and develop accounting staff, identify process improvements, and ensure the accuracy, completeness, and timeliness of financial information. This position partners closely with the Controller and Chief Financial Officer (CFO) on financial reporting, audits, compliance, systems improvements, and special projects. The Assistant Controller also works cross-functionally with Operations, Commercial, IT, Human Resources, and other departments to ensure the accuracy and integrity of financial and operational data. Major Duties and Responsibilities Accounting Leadership & Financial Close • Support the Controller in the preparation of accurate and timely monthly, quarterly, and annual financial statements on both an accrual and cash basis, as required., • Lead and participate in the monthly, quarterly, and year-end financial close processes., • Maintain the integrity of the general ledger and ensure transactions are accurately recorded, classified, allocated, and supported., • Review balance sheet, bank account reconciliations, and supporting schedules prepared by Accounting staff, ensuring accuracy, completeness, and timely resolution of reconciling items., • Analyze full P&L and provide detailed monthly variance analysis against budget, forecast, and prior-year results to ensure accuracy. Investigate significant financial variances and provide clear explanations to the Controller and CFO., • Work collaboratively with other departments to ensure accounting entries appropriately reflect underlying business activity. Financial Reporting and Analysis • Assist the Controller with monthly and quarterly reporting to executive leadership and other stakeholders., • Prepare and review supporting schedules and analyses used in management and financial reporting., • Ensure consistency between the general ledger, management reporting, supporting schedules, and externally reported financial information., • Partner with FP&A and operational teams to understand financial results, identify trends, and resolve reporting discrepancies., • Assist with accounting and reporting related to passenger activity, airline revenues, concessions, operating expenses, capital projects, and other key business drivers. Audit, Internal Controls and Compliance • Serve as a key point of contact for external auditors and coordinate audit requests across the accounting team., • Prepare and review audit schedules, supporting documentation, and responses to auditor inquiries., • Assist with tax, regulatory, contractual, and other compliance reporting as required., • Track audit findings and assist with implementation of corrective actions and process improvements., • Support compliance with financial and reporting requirements under LGP’s financing agreements, concession arrangements, and other contractual obligations. Financial Systems and Data Integrity • Oversee the integrity and effective operation of financial systems and related accounting applications, including Microsoft Dynamics NAV/Navision or successor ERP platforms., • Lead or support the evaluation, implementation, enhancement, and optimization of financial systems and ERP modules., • Partner with IT and external vendors to troubleshoot system issues and implement system improvements., • Identify opportunities to automate accounting processes, reduce manual effort, strengthen controls, and improve reporting capabilities., • Develop and maintain procedures documenting financial data flows, interfaces, and system processes., • Ensure financial and operational data used for reporting is complete, accurate, appropriately controlled, and reconciled., • Manage relationships with key technology vendors and service providers supporting Finance systems., • Coordinate user access and appropriate segregation of duties within financial applications. Team Leadership and Process Improvement • Provide direct supervision, coaching, and development to members of the accounting team., • Supervise, mentor, and develop Accounting team members, providing appropriate guidance, training, performance feedback, and professional development., • Review staff work to ensure accuracy while supporting the development of stronger technical accounting capabilities within the team., • Establish clear expectations and accountability for assigned responsibilities and deadlines., • Review team members’ work and provide constructive, timely feedback. Identify and lead cross-functional initiatives to streamline Finance processes, strengthen controls, improve data quality, and accelerate financial reporting., • Promote continuous improvement and effective collaboration across Finance and other LGP departments., • Participate in and lead special accounting, finance, systems, and process improvement projects as assigned., • Perform all other duties and responsibilities as required. Competencies • Ownership: Takes responsibility for issues from identification through resolution rather than waiting for direction., • Judgment: Knows when to independently resolve an issue and when to escalate it., • Technical strength: Understands the accounting behind transactions, not simply the mechanics of processing them., • Attention to detail: Produces accurate, well-supported work while maintaining an understanding of the broader financial picture., • Leadership: Can effectively direct, develop, and hold team members accountable., • Communication: Communicates clearly and professionally with employees at all organizational levels and with external stakeholders., • Organization: Effectively manages competing priorities and deadlines in a fast-paced environment., • Problem solving: Investigates issues, identifies root causes, recommends solutions, and follows through on implementation., • Partnership: Works collaboratively while maintaining appropriate financial controls and accounting discipline., • Continuous improvement: Consistently looks for opportunities to simplify, automate, strengthen, and improve processes. Education and Experience • Bachelor's degree in Accounting required, • CPA and/or MBA strongly preferred., • Minimum of 7–10 years of progressively responsible accounting experience., • Public accounting experience preferred., • Minimum of 2–3 years of supervisory or personnel management experience required., • Strong knowledge of U.S. GAAP and financial reporting required., • Demonstrated experience with monthly, quarterly, and annual financial close and reporting., • Experience coordinating external financial statement audits required., • Experience with construction accounting, infrastructure, aviation, transportation, real estate, or other capital-intensive environments is a strong plus., • Experience with Business Central or a large ERP required., • Advanced proficiency with Microsoft Excel and PowerPoint, and Word, • Experience implementing or improving financial systems, accounting processes, internal controls, and reporting automation is highly desirable. Primary Work Location: LaGuardia Airport, NY Employee Status: Regular Full Time Equal Employment Opportunity and Affirmative Action LaGuardia Gateway Partners provides equal employment opportunity without regard to race, color, age, religion, gender, sexual orientation, national origin, disability, veteran status or other protected characteristics. Further, it is the policy of LaGuardia Gateway Partners to undertake affirmative action in compliance with all federal, state, and local requirements.

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

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

Northwestern Mutual, Garden City Financial Representative Northwestern Mutual’s Garden City office is seeking disciplined, coachable, growth-oriented professionals who want to build a long-term career in financial planning and client advising. This is not a traditional salaried corporate role. It is a professional development environment designed for individuals who want to build a respected practice, develop meaningful client relationships, and grow into a business owner and trusted advisor over time. Our advisors work with individuals, families, and business owners to create long-term financial plans centered around protection, wealth accumulation, retirement planning, investment management, and legacy planning. More importantly, they build careers grounded in trust, consistency, professionalism, and impact. The people who tend to thrive in our office are emotionally mature, highly coachable, self-directed, and willing to stay consistent through difficult early growth. Many come from backgrounds in athletics, leadership, education, business development, sales, entrepreneurship, or other performance-oriented environments. What the First Year Looks Like The first year is demanding, developmental, and highly relationship driven. Success in this career requires consistency, accountability, and the ability to stay committed through repetition, prospecting activity, and skill development. You will not be expected to figure it out alone. Our Garden City office provides a structured development environment that includes: • One-on-one mentorship, • Weekly coaching and accountability, • Professional development sessions, • Licensing and exam support, • Real-time field development, • Structured business planning, • A clear progression path through your first ninety days and beyond We believe strong advisors are developed intentionally over time through coaching, repetition, standards, and real-world experience. What We Look For This career may be a strong fit for someone who: • Builds trust and relationships naturally, • Follows through consistently on commitments, • Responds well to coaching and accountability, • Wants meaningful autonomy and ownership over time, • Is motivated by growth, challenge, and professional development, • Is resilient under pressure and willing to work through discomfort, • Wants to build a long-term career rather than simply find another job You do not need prior experience in finance to succeed here. Many successful advisors in our office began their careers in entirely different industries. What matters more is discipline, consistency, professionalism, and the willingness to learn. Licensing and Development Northwestern Mutual sponsors licensing and professional development, including: • NYS Life, Accident & Health licensing, • Securities Industry Essentials (SIE), • Series 6 or Series 7, • Series 63, • Ongoing professional education and credential development Compensation and Career Path This is a commission-based career with startup support available during the early stages of development. The role is designed for individuals seeking long-term upside, professional independence, and the opportunity to build an enduring practice over time. Successful advisors who remain committed to the process often build: • Long-term client relationships, • Significant professional autonomy, • Respected community presence, • A credentialed advisory practice, • Leadership and mentorship opportunities, • Meaningful income growth tied directly to performance and consistency Why Northwestern Mutual Northwestern Mutual combines the backing of a Fortune 100 company with the entrepreneurial opportunity of building your own practice. The company is recognized for: • Industry-leading financial strength, • Long-term stability, • Nationally recognized training and development, • Comprehensive planning capabilities, • Investment and insurance solutions, • Strong advisor support infrastructure, • A longstanding reputation for client trust Location Candidates must be local to Garden City, New York. Job Type: Full-time Compensation: Performance-based with startup support available

Position Summary The Financial Controller is responsible for overseeing all accounting, financial reporting, budgeting, cash management, internal controls, and audit functions for Rochdale Village. This position ensures the accuracy of financial records, compliance with applicable regulations, and provides strategic financial guidance to management and the Board. The Controller supervises accounting staff and plays a critical role in maintaining the financial stability of the cooperative community. Essential Duties and Responsibilities Financial Management • Direct and oversee all accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and fixed assets., • Prepare monthly, quarterly, and annual financial statements., • Monitor cash flow, investments, and reserve accounts., • Ensure timely bank reconciliations and account analysis., • Review and approve journal entries and account reconciliations. Budgeting and Forecasting • Lead the annual operating and capital budgeting process., • Prepare long-range financial forecasts and cash flow projections., • Analyze budget variances and provide recommendations to management., • Assist department heads with budget preparation and expense management. Audits and Compliance • Coordinate annual financial audits and tax return preparation., • Serve as the primary liaison with external auditors and consultants., • Ensure compliance with GAAP and applicable federal, state, and local regulations., • Maintain and strengthen internal control procedures. Cooperative and Property Management Accounting • Oversee maintenance fee billing, collections, and arrears reporting., • Monitor housing assistance, subsidy programs, and grant accounting, when applicable., • Manage accounting related to capital improvement projects and reserve funds., • Ensure proper accounting treatment for cooperative housing operations. Payroll and Benefits Administration • Oversee payroll processing and payroll tax compliance., • Review employee benefit plan financial reporting., • Coordinate financial aspects of retirement plans, audits, and regulatory filings. Leadership and Management • Supervise and mentor accounting department staff., • Establish departmental goals and performance standards., • Develop and implement accounting policies and procedures., • Collaborate with executive management and department leaders on strategic initiatives. Qualifications Education • Bachelor's degree in Accounting, Finance, or related field required., • CPA designation strongly preferred., • Master's degree a plus. Technical Skills • Strong knowledge of GAAP., • Advanced proficiency in Microsoft Excel., • Experience with Yardi, MRI, or similar property management/accounting software., • Knowledge of payroll systems and financial reporting tools., • Strong understanding of cooperative housing accounting and financial reporting., • Familiarity with New York State Mitchell-Lama housing regulations, reporting requirements, and compliance standards., • Ability to analyze and manage financial operations within a Mitchell-Lama cooperative environment. Experience • 7+ years of progressive accounting and financial management experience., • 3+ years in a supervisory capacity., • Experience in cooperative housing, real estate, property management, or multifamily residential operations strongly preferred., • Experience with audits, budgeting, and financial reporting., • Prior experience working in a Mitchell-Lama cooperative or affordable housing environment is strongly preferred., • Demonstrated knowledge of Mitchell-Lama rules, regulations, occupancy requirements, carrying charge structures, capital assessments, reserve funds, and interactions with regulatory agencies. Additional Preferred Qualifications • Thorough understanding of the operational and financial requirements of a New York State Mitchell-Lama cooperative housing corporation., • Experience presenting financial information to Boards of Directors and Finance Committees., • Ability to work closely with management and resident-elected board members on long-term financial planning and compliance matters., • Knowledge of HPD, DHCR, and other regulatory agencies governing Mitchell-Lama housing developments. Please share your resume via email to the address below: csmith@rochdalevillage.com cary.smith@ellimanpm.com

Join a growing organization in a highly Controller role overseeing General Ledger accounting, financial reporting, and the monthly close process. This position offers the opportunity to lead and develop an accounting team, partner directly with senior finance leadership, and drive operational improvements across a complex, multi-location business. Responsibilities • General Ledger Accounting: Oversee the General Ledger function, ensuring the accuracy, completeness, and integrity of financial records, journal entries, accruals, reserves, and account reconciliations., • Month-End Close: Lead monthly, quarterly, and annual close processes, maintaining an efficient close calendar and ensuring accurate financial reporting within established deadlines., • Financial Reporting: Oversee the preparation of monthly and quarterly financial statements, management reporting, and supporting schedules in accordance with U.S. GAAP., • Team Leadership: Manage, mentor, and develop the General Ledger accounting team, establishing clear expectations, accountability, and effective review processes., • Balance Sheet Reconciliations: Review significant balance sheet and income statement accounts, investigate discrepancies, and ensure timely resolution of reconciling items., • Payroll Accounting: Oversee payroll-related journal entries, accruals, reconciliations, and funding activities while partnering with Payroll and Human Resources to resolve discrepancies., • Financial Analysis: Analyze financial performance across business locations, identify trends, evaluate profitability and cost drivers, and provide actionable insights to senior management., • Internal Controls: Strengthen General Ledger controls, standardize accounting procedures, improve documentation, and ensure appropriate segregation of duties., • Audit Support: Coordinate with external auditors, prepare supporting schedules, respond to audit requests, and ensure accurate and timely delivery of required documentation., • Technical Accounting: Partner with technical accounting and financial reporting leadership to implement accounting conclusions, address complex transactions, and maintain compliance with accounting policies., • Process Improvement: Identify opportunities to streamline the close process, automate manual workflows, improve reporting accuracy, and enhance accounting efficiency., • Cross-Functional Collaboration: Work closely with Finance, Treasury, Tax, Payroll, and other business functions to ensure accurate financial reporting and effective accounting operations. Qualifications • Education: Bachelor's degree in Accounting required; Master's degree in Accounting preferred., • Certification: CPA designation preferred., • Experience: 8+ years of progressive accounting experience, including significant responsibility for General Ledger accounting, month-end close, and financial reporting., • Public & Private Accounting: Combination of public accounting and corporate accounting experience preferred, ideally within a mid-sized or large organization., • Leadership: Demonstrated experience managing, mentoring, and developing accounting professionals while driving accountability and operational excellence., • Accounting Knowledge: Strong understanding of U.S. GAAP, financial statement preparation, account reconciliations, accrual accounting, and internal controls., • Technical Accounting: Experience with complex accounting matters, including revenue recognition, leases, financing arrangements, or equity transactions., • Audit Experience: Significant experience working with external auditors, supporting financial statement audits, and preparing audit documentation., • Systems: Experience with Workday, NetSuite, or similar ERP and financial reporting systems preferred., • Analytical Skills: Strong ability to analyze financial results, identify discrepancies, evaluate business performance, and translate financial data into meaningful insights., • Communication: Excellent interpersonal and communication skills with the ability to collaborate with senior management, external auditors, and cross-functional business partners., • Attributes: Hands-on, detail-oriented, proactive, and highly organized with strong problem-solving skills and the ability to manage multiple deadlines in a fast-paced environment. ID 48915

Role Summary The Bookkeeper manages day-to-day accounts receivable, accounts payable, and bookkeeping records for Empire Fasteners LLC. This role keeps customer and vendor accounts accurate, supports timely collections and payments, and helps Management understand outstanding balances and upcoming cash needs. The Bookkeeper works with Sales and other departments to resolve discrepancies, maintain reliable records in our ERP, and support month-end accounting. Accounts Receivable - Responsible for money customers owe Empire. • Customer setup: Maintain billing contacts, invoice instructions, approved payment terms, and credit limits., • Invoicing: Send accurate invoices promptly for shipped orders, including partial shipments, freight, and approved extra charges., • Collections: Review overdue balances, contact customers, obtain payment dates, and follow up until resolved., • Payment posting: Record incoming payments and apply them to the correct invoices. Track deposits and prepayments., • Billing issues: Resolve short payments, deductions, invoice disputes, and customer account discrepancies with Sales and other departments., • Credits and refunds: Process approved customer credits, returns, refunds, and adjustments., • Credit monitoring: Flag customers exceeding credit limits or falling behind, and coordinate account holds., • Reporting: Report outstanding balances, overdue accounts, expected collections, and major payment risks. Accounts Payable - Responsible for money Empire owes vendors. • Vendor setup: Maintain payment terms, tax documents, and independently verified banking information., • Invoice review: Match vendor bills to purchase orders and receiving records. Check pricing, quantities, extra charges, and duplicates., • Bill entry: Enter invoices accurately with the correct expense category and due date., • Payments: Prepare Tuesday ACH runs and other required payments for management approval. Record payments and send remittance details., • Vendor issues: Resolve invoice discrepancies, answer payment questions, and reconcile vendor statements., • Credits and deposits: Track vendor credits, refunds, returns, and supplier prepayments until properly applied or recovered., • Company expenses: Process approved credit card charges, employee reimbursements, and recurring bills., • Reporting: Report unpaid bills, upcoming cash needs, overdue obligations, and supplier account risks. Recordkeeping, Reconciliation & Follow-Through • Accurate records: Maintain complete and accurate records in our ERP and retain invoices, payment records, approvals, and other supporting documents., • Reconciliation and month-end: Reconcile account balances, investigate differences, and prepare supporting records for month-end accounting., • Issue ownership: Flag problems early, communicate risks and next steps, and follow through until each issue is resolved. Qualifications & Skills • Working knowledge of bookkeeping, accounts receivable, accounts payable, payment application, and account reconciliation., • Strong accuracy in financial data entry, invoice review, and supporting documentation., • Comfort using spreadsheets and accounting software, with the ability to learn and use our ERP., • Clear, professional communication with customers, vendors, management, and internal departments., • Ability to organize competing deadlines, investigate discrepancies, and follow through consistently., • Sound judgment when handling confidential financial information and following established approval procedures. Approval Authority Management retains approval of credit exceptions, credits/refunds, write-offs, and final payment release. The Bookkeeper prepares and processes transactions and does not independently approve their own exceptions or payments. Hourly Compensation: $28–$40 per hour, based on experience and qualifications

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus! First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Award winning mentorship and training programs that support your move into wealth management and sales leadership. Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Health insurance, • Life insurance