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We are seeking a Family Office Director to lead the establishment and ongoing management of a newly formed, first-generation family office based in Rye, NY. This is a unique opportunity to serve as the foundational hire, working closely with a closely held family to design, build, and operate a thoughtful, well-governed family office aligned with the family’s long-term objectives. The Director will act as a central integrator across the family’s financial, legal, and operational ecosystem, with a particular emphasis on financial oversight, reporting integrity, and coordination across external providers. This individual will partner with a network of advisors while implementing the infrastructure, processes, and controls necessary to support long-term stewardship. This role reports directly to the Board of Directors, including the family’s patriarch and matriarch, and requires a high degree of judgment, discretion, and ownership. Responsibilities: Family Office Development & Leadership · Lead the design and build-out of the family office, including structure, workflows, and operating model · Establish processes, controls, and documentation to support a well-governed and scalable infrastructure · Implement appropriate processes and internal controls across financial and operational activities · Serve as a trusted partner to the family, proactively identifying creative solutions to personal and business-related challenges Advisor Coordination & Oversight · Serve as the central integrator across the family’s advisory ecosystem, including tax advisors, estate attorneys, private banking partners, accounting/reporting providers, trustees, and investment managers · Ensure financial, tax, and investment reporting across providers is aligned, consistent, and clearly understood · Identify gaps, overlaps, or inefficiencies across advisors and recommend improvements · Work closely with trustees, money managers, and other advisors to support coordinated decision-making and execution Financial Oversight & Administration · Oversee and coordinate all financial reporting activities across the family’s accounts, entities, and investment structures, partnering with external providers to ensure accurate, timely, and high-quality deliverables · Review and interpret financial statements (balance sheets, income statements, cash flow statements), identifying key insights, discrepancies, and areas requiring follow-up · Support cash flow forecasting and liquidity planning, incorporating anticipated expenses, investments, and distributions · Oversee bill payment processes with a focus on accuracy, approvals, and appropriate controls (not day-to-day processing) Governance & Reporting · Support the preparation of Board of Directors materials, including financial summaries, reporting packages, and key business updates, with experience presenting to boards, preparing for meetings, and participating in board discussions · Help establish a regular cadence for communication, reporting, and decision-making · Ensure alignment across family members, trustees, and advisors through structured communication and documentation Charitable Foundation Oversight · Oversee financial administration for the family’s charitable foundation, including cash management, grant disbursements, and audit coordination · Coordinate with external advisors and administrators to ensure compliance with applicable regulations and reporting requirements · Support tracking and organization of grant activity, commitments, and related documentation Project Management & Infrastructure · Lead and coordinate projects on behalf of the family, primarily related to financial, operational, and administrative priorities · Anticipate needs and proactively address issues in a thoughtful and efficient manner · Evaluate and implement systems to support financial tracking, reporting, and document management · Establish organized, secure, and accessible data management practices across financial, legal, and operational records · Maintain comprehensive and well-organized records of financial transactions, entity documentation, and investment-related materials Qualifications: · Bachelor’s degree required; CPA or equivalent accounting expertise strongly preferred · Minimum of 10 years of experience within a family office, multi-family office, wealth management firm, or professional services environment, with experience supporting high-net-worth individuals and coordinating across multiple advisors · Strong foundation in accounting and financial oversight, with the ability to review, interpret, and synthesize complex financial information across multiple entities and providers · Demonstrated ability to operate in a dynamic, hands-on environment and manage a broad range of responsibilities with sound judgment · Proven experience building or improving processes, systems, and operational infrastructure, with a proactive, solutions-oriented mindset · Strong interpersonal and communication skills, with the ability to build trust and effectively engage with family members, trustees, and external advisors · High level of integrity, discretion, and professionalism in managing confidential and sensitive information · Technologically proficient, with experience leveraging systems and tools to enhance reporting, organization, and efficiency Job Type: Full Time, Hybrid (expected on average 3 days per week in-person); office located in Rye, NY Compensation: Annual compensation range of $250,000 - $300,000, based on experience and qualifications, with comprehensive benefits

Great Culture! 4.6/5 Stars on Glassdoor! Flexibility! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $130,000 - $170,000 per year A bit about us: We are a leading CPA and consulting firm, offering a compelling alternative to national CPA firms . Our services encompass audit, tax, accounting, and advisory solutions. Our commitment to sincere business practices and service excellence has propelled us to thrive as a regional firm. Recently, we marked a significant milestone, celebrating 60 years of impactful service! Our 30% growth over the past two years is now slowing down and we continue to look for top talent for our team. You won't be disappointed with our company culture., and our recognition as a "best place to work" for 10 consecutive years highlights the exceptional work/life balance we offer our employees. Why join us? • Unlimited PTO, • 100% Permanently Remote w/ room for growth, • Excellent culture and work-life balance, • Great benefits, 401(k), PTO, • Health & Wellness stipend, • Home office stipend, • Flex scheduling, permanently remote career with room to grow, • Growth and professional development!! Job Details We are looking for an experienced Tax Manager with a background in the Real Estate industry to join our vibrant team. This key role focuses on building client relationships, overseeing technical tax compliance and consulting, and managing a dedicated team. Skills & Experience: 6-8 years of recent experience, with a strong foundation in tax compliance and research for Real Estate clients CPA or CPA eligibility required MS in Taxation preferred Public accounting experience essential Strong teamwork orientation with a commitment to high-quality, precise work Ability to interact confidently with clients, exhibiting "executive presence" Proficiency with technology, especially in a paperless environment Key Responsibilities: Reviewing individual and entity tax returns Assisting the Tax practice with day-to-day tax issues Liaising with federal and state tax authorities as necessary Conducting research on complex tax matters Leading engagement planning and execution Mentoring and training junior staff Supporting business development initiatives Qualifications: Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job DescriptionDescription: Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware. Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Director of Finance is a strategic leader responsible for overseeing financial planning, forecasting, budgeting, management reporting, and business analytics for the firm. This role partners closely with executive leadership, business unit heads, the outside board of directors and operations to drive data-driven decision-making, optimize profitability, and support long-term growth in a complex, regulated wealth management environment. The ideal candidate combines deep financial expertise with strong analytical capability and an understanding of revenue models common to wealth management firms (AUM-based fees, advisory fees, recurring revenue streams). Key Responsibilities • Lead the firm’s annual budgeting and multi-year strategic planning process., • Develop rolling forecasts and scenario models aligned with AUM growth, market performance, client acquisition, and advisor productivity., • Oversee revenue forecasting driven by AUM, fee schedules, advisor performance, and market conditions., • Prepare and present executive and board-level reporting packages., • Ensure the integrity and accuracy of financial reports working closely with Corporate and Fund controllers who prepare financial statements., • Foster a culture of accountability, analytical rigor, and continuous improvement., • Build cross-functional collaboration between finance and business units. Candidate Description • Bachelors Degree in Finance, Accounting, Economics or related field. MBA or CPA preferred;, • 8-10+ years of experience with a minimum 5 years in a wealth or asset management environment;, • Solid experience providing executive level reporting for private client/ultra high net worth wealth management firms required., • Excellent oral and written communication skills;, • Familiarity with the broad range of products and services behind the operations of a complex financial services firm;, • Experience working in a collaborative and consensus-building, yet demanding environment;, • Familiarity with regulators and regulatory processes. Requirements:

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking an experienced Staff Accountant to join our team. The ideal candidate will be responsible for hands-on, day to day accounting, including financial reporting, account reconciliations, tax filings, and all other related accounting responsibilities and special projects. Key Objectives: · Reconcile, analyze and review general ledger accounts to ensure accuracy · Communicate with accounting team as well as work closely with Supervisors and Managers to ensure timely and thorough engagements · Prepare reports that address internal and external audit requirements · Maintain general ledger accounts by reconciling and preparing financial statements and adjusting entries · Recommend improvements to the efficiency of processes and timeliness of deliverables. · Assist team with ad-hoc assignments and special projects · Able to work independently and within a team environment · Detailed oriented and capable of multi-tasking, prioritizing and manage time effectively Requirements: Bachelor’s degree in accounting (Required) CPA preferred or CPA candidate 2-4 years of experience in a CPA firm Experience using UltraTax CS, Checkpoint, Microsoft Office Suite and Intuit products (Preferred) Experience with General Ledger write-ups Experience in small business, tax preparation of individual and various entity tax returns, including partnerships, corporations, trusts, multi state returns, and extensions Job Type: Full-time Schedule: 9:00am – 5:30pm – Hybrid with increased hours for busy seasons Ability to commute/relocate: White Plains, NY: Reliably commute or planning to relocate before starting work (Required) This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $65K – $75K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Job DescriptionManager – Accounting AdvisoryManagers at CFGI work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects.· Make a true business impact with your clients.· Own projects from start to finish.· Experience client interaction and thrive in a client-facing role.· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific).· Create your own path.· Enjoy what you do! What you might expect:· Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions. · Review of work prepared by consultants on operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s).· Review of consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research and documentation projects related to new ASC accounting standards.· Process improvement projects and implementation of changes.· Lead and mentor consultants, acting as a role model, and providing creative solutions that enhance the consultant’s overall experience.· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts. Who you are:· An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Five to seven years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC).· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Proactive in identifying client needs and effective in building a strong relationship with clients. · Highly organized and focused and demonstrates ability to set overall engagement expectations and direction. · Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Senior Tax Manager | Independent CPA Firm | Partner Track | Connecticut | Hybrid Location: Hybrid — Stamford, CT (2–3 days in office) Compensation: $150,000–$200,000 base + discretionary bonus Requirements: 7+ years public accounting tax experience | CPA required | Entrepreneurial mindset essential We are the second largest independent CPA and advisory firm in Connecticut — full-service, multidisciplinary, and fiercely independent. Private equity has come knocking more than once. We have turned it down every time. The founding partners are committed to passing this firm to the next generation of leaders, not selling it — and this hire is part of that plan. We are hiring a Senior Tax Manager for our Stamford office — a ground floor opportunity created by a recent merger that expanded our client base in one of the highest-value markets in the Northeast. Existing clients are already in place. The opportunity to build, own, and grow a book of business in this market is real and immediate. Why This Role Stands Out • Real Partner Track — With a Timeline — The founding partners are actively planning succession and are committed to developing the next generation of firm leadership from within. This is not a vague promise. It is the reason this role exists, • Ground Floor in Stamford — A recent merger brought a meaningful book of small business, HNW, and closely held company clients into the Stamford market. You are walking into existing relationships with room to grow them — and the autonomy to build on top of them, • Fiercely Independent — No PE, Ever — We get approached constantly. We say no every time. The culture, the client relationships, and the long-term stability of this firm are protected because leadership has chosen to keep it that way, • Nationally Recognized, Locally Rooted — Six Forbes-recognized partners on staff. Technically sophisticated work across complex clients — without the bureaucracy and politics of a large national firm, • Complex, Interesting Work — Partnerships, HNW individuals, closely held businesses, professional services, manufacturing, life sciences, construction, and more. Regional and mid-size firm candidates tend to thrive here — the variety and client ownership required goes well beyond what a Big 4 seat typically offers, • Global Reach Through PrimeGlobal — Access to international resources and subject matter experts well beyond what most Connecticut-based firms can offer — while remaining fully independent, • Hybrid That Is Actually Flexible — 2–3 days in office, not rigid, built around the work What We Are Looking For • Active CPA required, • 7+ years of public accounting tax experience — regional or mid-size firm background strongly preferred, • Complex partnership experience is a strong differentiator, • HNW, closely held business, and small business tax experience — especially relevant for this Stamford opportunity, • Genuine interest in business development and growing into a partner role — this is not a purely technical seat, • Client ownership experience — you have managed relationships, not just prepared returns, • Entrepreneurial mindset — you want to build something, not just maintain it What We Offer • Base salary $150,000–$200,000, commensurate with experience, • Discretionary bonus — $7,000–$20,000, • Medical and dental — 70% employer-paid for employee and family, • 401(k) — 4% match on 5% employee contribution; eligible after 90 days, • 28 days PTO — 4 weeks PTO, 1 week sick, 3 personal days, • Short-term and long-term disability + life insurance, • Hybrid schedule — 2 to 3 days in office with genuine flexibility, • A clear, defined path to Partner — not a talking point, a plan Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration. To view our other postings: levelociti.com/job-search Tax Managers and Directors exploring a new home are encouraged to reach out as well. #SeniorTaxManager #TaxDirector #StamfordCT #ConnecticutCPA #PublicAccounting #CPA #IndependentCPA #PartnerTrack #HNWTax #PartnershipTax #ClosedlyHeldBusiness #HybridAccounting #TaxJobs #AccountingJobs #NowHiring #TaxCareers #AccountingCareers #SuccessionPlanning #NoPE #BoutiqueAccountingFirm

Job Description At Curaleaf, we're redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products and services in both medical and adult-use markets. Join us at Curaleaf to be part of a high-growth, purpose-driven company that champions corporate social responsibility through our Rooted in Good initiative, supporting community outreach and positive change. Here, you'll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Manager, Internal Audit Location: On-Site Job Type: FT About the Role: The Financial Audit Manager will be responsible for for advising management through the implementations of Internal Controls over Financial Reporting (ICFR) and Sarbanes-Oxley compliance requirements, including scope setting, coordinating with internal and external auditors and SOX process owners, and monitoring remediations. This leader will be responsible for continually improving existing SOX processes and procedures to support operating areas in the areas of governance, project management knowledge management and transfer, and change management, with respect to ICFR compliance. What You'll Do: • Create and implement the Company's internal control assessment (in compliance with Sarbanes-Oxley), including planning and organizing, testing, reporting, and working with process owners to develop and implement remediation plans to address control deficiencies., • Provide guidance and support to business and functional units in the development, refinement and documentation of internal controls, creation of internal policies and procedures as well as design and implement business process improvements., • Documenting Company processes (flowcharts & narratives), • Evaluate and test internal controls over financial reporting in accordance with the requirements of the Sarbanes-Oxley Act (SOX 404)., • Preparing and Reviewing test of control documentation in accordance with auditing standards, • On an ad-hoc basis, partner with other internal audit functions (financial, loss prevention and information technology groups) to perform risk assessment, conduct walk throughs, assess control design, test control operating effectiveness, and evaluate deficiency remediation., • Develop relationships with key stakeholders and partner with other assurance functions such as Legal/ Compliance, Quality and Operations, through operational audits as well as advisory projects. What You'll Bring: • 5+ years of combined Internal Audit preferably with the Big 4 experience, • Knowledge of International Financial Reporting Standards Foundation (IFRS), Generally Accepted Accounting Principles (GAAP), and CPAB/PCAOB/SEC rules and regulations., • Bachelor's or master's degree with concentration in accounting or finance, • Certified as either CPA, CIA, or CFE, or preparing to be one., • Outstanding interpersonal and communications skills; ability to communicate effectively with technical and non-technical audiences, including the ability to interface with senior management within the company., • Excellent presentation, verbal, and written communication skills with the ability to lead meetings, including presentation development and speaking in public settings and private settings with senior stakeholders.Connecticut Hiring Range$130,000—$145,000 USD What We Offer: • Career Growth Opportunities, • Competitive Pay and Benefits, • Generous PTO and Parental Leave, • 401(K) Retirement Plan, • Life/ Disability Insurance, • Community Involvement, • Referral Bonuses and Product Discounts Benefits vary by state, role type, and eligibility. Follow us on Social Media: Instagram: @curaleaf.usa Twitter: @Curaleaf_Inc LinkedIn: Curaleaf LinkedIn Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing, and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company, and its brands, including Curaleaf, Select, Grassroots, Find, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult-use markets. Curaleaf International is powered by a strong presence in all stages of the supply chain. Its unique distribution network throughout Europe, Canada and Australasia brings together pioneering science and research with cutting-edge cultivation, extraction and production. Home | Curaleaf | Cannabis with Confidence Our Vision: To be the world's leading cannabis company by consistently delivering superior products and services and driving the global acceptance of cannabis. Our Values: • Lead and Inspire., • Commit to Win., • ONE Curaleaf., • Driven to Deliver Excellence. Curaleaf is an equal opportunity employer. Curaleaf recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status, and other protected status as required by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Individuals adversely impacted by the war on drugs are encouraged to apply. Current Curaleaf employees should apply for open positions through our Internal Job Board, which can be accessed via the link on The Leaf. *Please note that U.S. immigration rules and regulations are governed by federal law; not state law. Although Curaleaf operates in states that have legalized and decriminalized marijuana, it is still considered a controlled substance under federal regulations and thus illegal under federal law. For this reason, unless and until federal law changes, Curaleaf is prohibited from offering sponsorship for any non-immigrant or immigrant visas. *Please also note that while candidates who are Lawful Permanent Residents (such as those with Green Cards) are eligible for employment with, and are hired by Curaleaf, working for a company engaged in a business that grows and sells a product that is illegal under federal law might compromise the candidate's immigration status. Before a Lawful Permanent Resident accepts an offer of employment, Curaleaf recommends that the candidate seek the advice of an immigration lawyer.

Job DescriptionConsultant – Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects.· Make a true business impact with your clients.· Own projects from start to finish. · Experience client interaction and thrive in a client-facing role.· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. · Enjoy the flexibility of office/remote/client site work locations (engagement specific).· Create your own path.· Enjoy what you do! What you might expect:· Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). · Accounting projects focused on carving out business units/subsidiaries. · Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.· Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). · Research & documentation projects related to new ASC accounting standards.· Process improvement projects and implementation of changes. Who you are: · An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.· Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC).· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.· Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.· Effective analytical and critical thinking abilities.· Entrepreneurial nature, self-motivated, ethical, and dependable.· High energy with commitment to quality client service. CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $110,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDescription: Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware, Naples, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description · Assist in all activities of the general ledger, including cash management/bill pay, bank reconciliations, journal entries, monthly closes, etc. · Preparation of monthly financial reports for individuals, operating entities, trusts, and foundations · Preparation of monthly work paper folders · Communication with external clients and related third parties on a regular basis · Liaise with Tax, Client Advisory, and other Chilton departments as appropriate · Ad hoc projects as needed Candidate Description · Bachelor’s Degree from a 4 year university or college, with course of study specific to accounting · 2-4 years of experience in accounting · Organized, with a strong attention to detail · Self-starter willing to do what it takes · Ability to exercise good judgment and discretion with sensitive issues · Excellent oral and written communication skills · Strong skill set in Microsoft Office (Word, Excel, Outlook and PowerPoint) · Experience with Quickbooks a plus Requirements:

Job DescriptionOur client, a well-known U.S. accounting and financial advisory firm is interested in hiring accounting and finance professionals that are Certified Public Accountants or who have passed parts of the CPA exam. This role is for people who are looking to broaden their skill sets and gain valuable experiences to help advance their careers. Responsibilities include but are not limited to: • Supervise, plan, and perform audits, reviews, compilations, and various client engagements., • Lead a team of up to five staff members under supervision of a manager and/or partner., • Demonstrate an understanding of basic and moderately complex workpaper preparation., • Exhibit strong analytical skills to evaluate financial data and relationships., • Know and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the AICPA, be familiar with pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, and applicable state regulations., • Thoroughly evaluate assigned areas of financial statements and identify potential points for improvement., • Update Managers and/or Partners of job status and assurance issues in timely manner. Professional Attributes: • High energy and enthusiasm, with a strong commitment to exceeding client expectations., • Flexibility and openness to work on a variety of assignments, industries, and roles., • Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, Firm leadership, & peers., • Team players with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Skills, Knowledge, and Qualifications: • Undergraduate degree in accounting or finance., • External auditors from public accounting firms with 2-6 years of experience working at a (Big Four or Top Twenty) accounting firm., • Combo candidates with external audit and corporate accounting and/or finance experience at a large public corporation are also considered., • CPA or Parts of the CPA exam passed is preferred., • Strong computer desktop skills required. Advanced Microsoft Excel skills (e.g., macros, pivot tables, etc.) desirable. Compensation: 110k to 165k (depending on experience) plus Bonus and Profit-Sharing performance. All Benefits.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: • Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 to emerging businesses, • Work as part of a multi-disciplinary team helping to provide banking industry knowledge and experience, • Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients, • Build and manage client relationships and be responsible for delivering high quality tax service and advice, • Oversee teams of tax professionals and assistants working on client projects, • Handle risk and financial performance of engagements including billing, collections, and project budgets Qualifications:, • Minimum five years of recent corporate tax experience in an accounting firm, corporation, and/or law firm, • Bachelor's degree from an accredited college/university, • Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Strong knowledge of ASC 740, • Experience with corporate taxation, consolidations, and partnerships, • Excellent verbal and written communications skills with the ability to articulate complex information \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: \n https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B325 \n \n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: • Provide tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune 100 to emerging businesses, • Participate with accounting for income taxes (ASC 740) and tax provision calculations, • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience, • Manage teams of tax professionals and assistants working on client projects, • Advise clients and be responsible for delivering high quality tax service and advice, • Participate in and contribute to market and business activities external to the firm; build and manage client relationships Qualifications:, • Minimum two years of recent corporate tax experience in an accounting firm, corporation and/or law firm, • Bachelor's degree, J.D., LL.M. in taxation and/or Master's in taxation (MST) from an accredited college/university, • Experience with corporate taxation, consolidations, partnerships and a solid knowledge of ASC 740, • Excellent advisory and compliance skills, • Excellent verbal and written communications skills and the ability to articulate complex information, • Ability to handle multiple engagements and client service teams \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: \n https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M309B426 \n \n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Senior Manager to join our Business Tax Services practice. Responsibilities: • Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 to emerging businesses, • Work as part of a multi-disciplinary team helping to provide banking industry knowledge and experience, • Oversee a portfolio of clients of varying size and scope and act as the first point of contact for internal and external clients, • Monitor teams of tax professionals and assistants working on client projects, • Manage risk and financial performance of engagements including billings, collections and the project budgets, • Advise clients and be responsible for delivering high quality tax service and advice Qualifications:, • Minimum eight years of recent corporate tax experience in an accounting firm, corporation, and/or law firm, • Bachelor's degree from an accredited college/university; licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Strong knowledge of ASC 740, • Experience with corporate taxation, consolidations, and partnerships, • Excellent verbal and written communication skills with the ability to articulate complex information \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: \n https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B225 \n \n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Be the First to Apply Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of many multi-generation family clients that make use of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our HNW clients maintain their own multi-employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law Firms, both locally and nationally. It is our goal to develop strong relationships with our clients, as a trusted advisor. Essential Functions and Primary Duties • Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team, • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget, • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc., • Understand the client's organization, procedures and internal policies, • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve, • Manage and retain multiple client relationships, engagements and special projects, • Develop overall engagement budget, • Consistently meet charge hour goals, • Responsible for billing and realization on assigned clients; explain variances, • Supervise, train and mentor staff; listen and communicate effectively, • Foster a team environment; demonstrates support of management and decisions and build a positive culture, • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves, • Additional responsibilities as assigned, • Master's degree in Accounting, Taxation or related field, • Ability to work in the office and/or client location a minimum of 3 days per week, • Bachelor's degree, • 6 years of experience in public accounting or related field, • 3 years supervisory experience, • Must have active CPA or equivalent certification, • Ability to manage all aspects of client engagements, • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally, • Must be able to travel based on client and business needs, • Proficient use of applicable technology CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Jericho, NY; New York, NY; White Plains, NY 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 Supervisor to join our team in any of the following office locations Jericho, NY; New York, NY; White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget, • Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed, • Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process, • Preparing tax returns for more complex individual, trust, and flow through entities, • Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters, • Responding to inquiries from the IRS and other tax authorities, • Meeting or exceeding chargeable hour targets, • Punctually entering time and expenses to support efficient billing processes, • Maintaining appropriate compliance with all Firm policies and procedures, • Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions, • Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities, • Representing and actively promoting the Firm, • Traveling to client meetings occasionally Qualifications • Bachelor's degree in Accounting; Master's degree in taxation or equivalent preferred, • Minimum of 4+ years of progressive tax preparation, • CPA license preferred, • 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, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • 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 $90,000 - $130,000 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.

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. 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. We are currently seeking a Client Accounting Services Senior Nonprofit Practice to join our team in any of the following office locations: Jericho, NY; New York, NY; White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm. The Client Accounting Services Senior provides nonprofit clients with various accounting and advisory duties requiring evaluation, ingenuity, and accuracy on a timely basis. Working closely with a diverse portfolio of not-for-profit organizations, our professionals deliver outsourced accounting, fund accounting, and financial reporting in accordance with generally accepted accounting principles and FASB ASC 958. This role supports the monthly close, audit readiness, and Form 990 preparation, and offers meaningful exposure to mission-driven organizations across the sector. Responsibilities include, but are not limited to: • Performing core accounting functions for nonprofit clients, including maintaining the general ledger, preparing and posting journal entries, and supporting the monthly close process, • Preparing monthly balance sheet reconciliations and investigating variances, including the tracking of donor-restricted and board-designated net assets, • Supporting the preparation of monthly and quarterly nonprofit financial statements in accordance with FASB ASC 958, including workpapers and supporting schedules, • Performing bank, credit card, investment, and other account reconciliations, ensuring accuracy and completeness of financial data, • Preparing and maintaining functional expense allocations across program, management and general, and fundraising categories, • Preparing budget-to-actual reporting, variance analysis, and management reporting packages for client leadership and boards, • Assisting with audit readiness, including preparing workpapers and prepared-by-client (PBC) schedules and responding to external auditor requests, • Supporting the preparation and review of supporting data for Form 990 and related filings, coordinating with tax preparers as needed, • Monitoring grant and funder compliance requirements and ensuring timely completion of assigned deliverables and compliance-related filings, • Ensuring adherence to generally accepted accounting principles (GAAP) and nonprofit accounting standards, as well as firm and client policies and procedures, • Communicating with clients to address routine requests and provide updates on deliverables, • Reviewing the work of associates and offshore support staff, and collaborating with senior team members on special projects as needed Qualifications include: • Bachelor's degree in Accounting required, • Minimum of at least 3+ years of relevant accounting experience, with nonprofit or public accounting experience preferred, • Knowledge of nonprofit accounting standards (FASB ASC 958), including net asset classification and functional expense reporting; familiarity with Form 990, Uniform Guidance, or single audit requirements a plus, • CPA and/or in process of obtaining CPA preferred, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Proficiency with Microsoft Office Suite (advanced Excel) and accounting software such as QuickBooks Online, Sage Intacct, and Fund EZ desired, • Ability to manage multiple priorities in a deadline-driven environment, • Ability to work in team environment and to work additional hours as needed, • 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 New York. New York ranges are from $80,000 $100,000 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.

Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capit

Accounting Advisory/Private Accounting experience;. Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. Conduct

A non-audit accounting advisory firm is recruiting a talented individual to join their team as an Accounting Advisory - Consultant. Undergraduate degree in Accounting CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting. Experience in public a

Job Description Northwestern Mutual – Fairfield County, CT (Westport, Stamford, Fairfield) Full-Time | In-Person to Hybrid Flex Overview You’ve built a successful career. You’re well-compensated, respected, and likely on a strong trajectory. At some point, many professionals begin to ask a different question: “Am I building something I truly own long term—or am I building something for someone else?” At Northwestern Mutual, we work with experienced professionals who are ready to apply their skills in a more autonomous, relationship-driven career—one where your impact, income growth, and long-term success are directly tied to the relationships you build and the value you provide. This is not a reset—it’s a transition into a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted resource for individuals, families, and business owners—many of whom are already within your extended network. Your work centers on helping clients make thoughtful, informed decisions across all areas of their financial lives. In practice, this includes: • Meeting with clients to understand priorities, goals, and evolving life circumstances, • Designing personalized financial strategies spanning investments, risk management, and long-term planning, • Building meaningful, referral-based relationships within the Fairfield County community, • Creating a client base that becomes a stable, long-term asset over time What Makes This Opportunity Distinct We recognize that professionals at your level are not looking for uncertainty—and shouldn’t have to accept it. This career is structured to balance near-term support with long-term ownership: • Financial support during onboarding as you build your practice, • A model that includes recurring and renewal income, not just one-time revenue, • The ability to create a business that compounds in value over time, • Flexibility and autonomy—backed by the infrastructure of a Fortune 500 firm Within our Fairfield County offices, advisors you would work alongside have been recognized on Forbes Best-in-State Top Financial Security Professionals rankings, including: • A Top 10 advisor in Connecticut, • Multiple advisors recognized among the top professionals in the state These recognitions reflect a consistent, relationship-first approach to planning—centered on long-term client outcomes, not short-term transactions. Who This Typically Resonates With This opportunity is best suited for professionals who: • Are currently earning $120K+ and seeking greater long-term upside, • Value independence but want the support of an established firm, • Are naturally relationship-driven and viewed as a trusted resource by peers, • Have built strong personal or professional networks within Fairfield County, • Want their growth to be tied to performance and impact—not hierarchy Relevant Backgrounds You do not need prior experience in financial services. Many successful advisors transition from: • Consulting, finance, or banking, • Corporate leadership or management roles, • Business development or client relationship management, • Legal, accounting, or other advisory professions Training & Support You’ll have access to a structured transition program designed specifically for experienced professionals: • Licensing support (FINRA and state insurance), • Mentorship from established, high-performing advisors, • Training focused on client strategy, relationship management, and practice development, • Ongoing coaching and support as your business grows Basic Requirements • Located near Fairfield County, CT, • Authorized to work in the United States without sponsorship (now or in the future), • Track record of success in a professional, client-facing, or performance-driven role, • Strong interpersonal skills and the ability to build trust This Role Is Likely Not a Fit If You • Prefer a fixed income with limited variability or upside, • Are not interested in relationship-building or networking, • Are seeking a fully remote or non-client-facing role, • Are not based in the local market Why Professionals Make This Move Many of our advisors come from established careers where they were successful—but limited by compensation ceilings, lack of ownership, or rigid career paths. They moved into a career where: • Their effort directly impacts their long-term income, • Their relationships become lasting professional assets, • Their work creates measurable impact for clients over time Compensation range reflects estimated year one earnings Next Step If you’re open to exploring a more independent, relationship-driven career—and want to do so within an environment that includes nationally recognized advisors—we’d welcome a confidential conversation. Company DescriptionNorthwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Senior to Senior Manager- Accounting Advisory / Technical Accounting Senior Associate to Senior Manager – Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap, and start-up companies. Who you are: Undergraduate d

Master's degree preferred in Accounting, Taxation or related field preferred. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services a