Accounting finance jobs in Bayonne, New JerseyCreate job alerts

Head of Strategic Expense - Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making. The incumbent will report to the Head of Strategic Expense Management. The Team As a member of Corporate Finance, you’ll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise’s leadership team and actively support both growth and profitability. The Impact As the senior corporate finance executive working regularly with the senior management team of ETX and GBS, this role is responsible for leading the following Corporate Finance work: • Lead matrixed teams that prepare high quality financial analysis and information to influence important decisions. This includes quarterly reviews of spend versus plan and forecasts and contributes to the development of robust CBAs (business cases) and measuring and updating progress as they are executed., • Serve as the Senior Finance leader supporting ETX and GBS leadership teams on the development and support of strategic plans, and short-term and long-term management goals and objectives, appropriately balancing finance partner and corporate stewardship responsibilities., • Respected thought partner in the development and execution of strategies and initiatives to achieve organizational aspirations, including active, ongoing involvement in pursuing the Strategic Planning and Delivery revenue enhancement and efficiency goals. This includes working to simplify financial processes, data flows and assignment of cost allocation impacts., • Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics – which are used to assess risk, return on investment, and spend versus budget., • Monitor financial performance drivers, risks, metrics and timely communicating trends and observations., • Evolve reporting and current processes to modern approaches (e.g. dashboards with high quality financial analysis and insights) to facilitate important decisions, working with FP&A, Controllers, Actuarial, Corporate Strategy and others. This includes leading teams that develop financial insights that are representative of factual performance and deep insights to drive decision support and track management action., • Lead matrixed teams that drive the development of ETX and GBS forecasts with a focus on material aspects of P&L and Balance Sheet impacts with clear documentation of basis for assumptions. Establish formal sign off on forecast and plan assumptions with ETX and GBS leaders., • Act as key liaison between ETX and GBS and the FP&A/Corporate Finance organization, leveraging work done throughout FP&A to provide holistic finance support to ETX and streamlining requests from FP&A/Corporate Finance of ETX and GBS., • Informs Global talent strategy including establishing appropriate governance and transparency around hiring practices and expectations commensurate with financial plan., • Establish robust process around service provider and service receiver expense transparency (e.g. tech expense to product revenue ratios) to drive decision-making to improve financial performance and track results., • Key contributor to the modernization of the strategic finance organization – leveraging ability to work through ambiguity, strong communication and change management and mobilize matrixed team’s around most important work. The Head of Strategic Finance for ETX and GBS is also responsible for management of the Enterprise Expense Allocations and P&L Analytics team. • The Expense Lead of Allocations and P&L Analytics and their team have experience in financial expense allocation processes, inter-company allocations, financial statement analysis, driver-based forecasting, activity-based costing, and insurance products. The Expense Allocations team excels at working collaboratively and cross-functionally with subject matter experts to ensure that the company’s expense allocation methodology incorporates material assumptions., • A large part of this Expense Allocation team’s responsibilities includes supporting and interacting with senior leaders on all things related to expense allocations and P&L analytics. Analysis includes, but is not limited to, in-depth GAAP and STAT variance analysis at the company consolidated level, unit cost calculations, capital budgeting, and market / peer expense analysis. The team provides the key inputs and analysis for setting annual expense targets, goals, and budget; and will work proactively with finance and business leaders to monitor expenses by business unit and product-level P&Ls. This role will also liaison with the Strategic Planning & Delivery (SP&D), PMO and Procurement teams to increase transparency to improve economics and execution rigor • Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization), • Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) – linkage to forecast (spend and benefits), • Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast and process for SFBPs to validate growth, savings and cost avoidance The Minimum Qualifications • 15+ years experience working on financial aspects of large, sophisticated technology organizations, digital transformations and data strategy, including experience in financial services (experience with permanent insurance a plus), • Ability to influence and lead others toward shared goals and objectives, • Knowledge of applicable U.S. GAAP financial reporting requirements (insurance regulatory reporting a plus), • Exceptional relationship building and influencing skills, • Excellent communication and listening skills, including the ability to convey complex information in readily understandable terms, • Demonstrated experience with creative problem-solving and process improvement, • Ability to work well under pressure and manage multiple deliverables, • Depending on the home location of the candidate, this leader should have the ability to travel between our New York, Boston and Springfield locations as needed, • Bachelor’s degree in Business/Finance/Accounting or related discipline Leadership Responsibilities • Develop and maintain strong working relationships with ETX, business and corporate leaders, through regular value-add involvement in planning, strategy and team update meetings, • Communicate complex information and analysis in clear, simple and understandable terms with appropriate context, focused on actionable content, • Inspire, lead and execute on Corporate Finance transformation goals, including data-driven financial analysis, automated reporting, advanced analytics; developing staff and successors for key roles. Also, work to influence the culture, promoting self-service, collaboration, benchmarking and disciplined cost-benefit analyses, • Create an environment that fosters a culture of innovation, empowerment and collaboration., • Actively champion the Corporate Finance’s work to attract, retain, and develop top-tier diverse talent The Ideal Qualifications • Innate ability to lead and influence senior leaders and executives through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills, • Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives, • Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting, • Master’s degree in Business/Finance/Accounting or related discipline, • High degree of financial acumen, • Strong analytical skills; ability to analyze financial data sets and understand the “so what”, • Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables, • Proactive and self-motivated; anticipate upcoming business partner projects and deliverables, • Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving, • Experience driving transformation efforts, • Ability to work through large data sets to understand key trends, • Innate desire to provide excellent service to clients, • MBA or CPA designation is a preference What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Director Investment Controllership - Derivatives Controllers Organization of Corporate Finance Full-Time/Boston, Massachusetts or New York, NY Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills. • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams, • Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives, • Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis, • Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion., • Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results, • Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks, • Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities, • Execute and oversee processes and controls that support derivative accounting and controllership, • Serve as a point of contact for external auditors on all derivative-related matters, • Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure, • Perform frequent ad hoc analysis and assist with special projects, as requested The Minimum Qualifications: • Bachelor’s degree, • 8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership, • 3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB, • 2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work The Ideal Qualifications: • Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision, • Strong analytical, written, and verbal communication skills, • Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables, • Comfortable operating at both a strategic and hands-on level in an evolving environment, • Experience with different investment types and structures, • Experience with system conversion or subledger implementation, • Able to build and maintain strong working relationships across cross-functional groups, • CPA, CFA, CMA, or equivalent designations, • Experience with Aladdin platform and SQL is a plus What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Execute full-cycle payroll tax case work for assigned accounts: process payroll runs accurately, audit pre- and post-payroll output, manage tax filings and payments, and maintain compliance across all active jurisdictions., • Independently research and resolve complex State and Federal payroll tax notices, including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices, owning each case from intake through confirmed closure., • Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt., • Prepare amended payroll tax returns (Form 941-X and state equivalents) independently on complex amendments while retaining ownership., • Support payroll correction workflows: identify the source of a payroll error, quantify tax impact across affected quarters, document the correction audit trail, and see the resolution through to completion., • Manage personal WIP queue with discipline: prioritize cases by SLA date, flag aging cases before they breach SLA, and maintain thorough case documentation from first touch to closure., • Perform high-level trend analysis of customer data, system data, and agency correspondence to identify process or system deficiencies., • Actively contribute to SOP and KB updates: flag outdated content, suggest revisions, and document solutions to previously unresolved issues., • Participate in cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers., • 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states, not just general payroll administration., • Working knowledge of IRS and state agency notice types; able to read a notice, identify the type, understand the agency's claim, and determine the appropriate resolution path., • Demonstrated experience resolving State and Federal payroll tax notices independently, including balance-due notices, penalty assessments, SUI rate change notices, and deposit mismatch notices., • Comprehensive knowledge of tax payment and filing regulations; solid understanding of the distinction between employee and employer tax responsibilities across federal and state jurisdictions., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce., • Excel/Google Sheets skills required: VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently., • Strong written and verbal communication skills; able to interact professionally with state and federal tax agencies and document case activity clearly and completely., • Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted., • Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development., • Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $36.00 - $49.00 Southern California: $36.00 - $49.00 Colorado: $27.00 - $36.50 District of Columbia: $27.00 - $36.50 Hawaii: $28.50 - $38.50 Illinois: $27.00 - $36.50 Maine: $25.00 - $33.50 Maryland: $27.00 - $36.50 Massachusetts: $28.50 - $38.50 Minnesota: $25.00 - $33.50 New Jersey: $28.50 - $38.50 New York: $29.50 - $34.47 Ohio: $25.00 - $33.50 Vermont: $27.00 - $36.50 Virginia: $27.00 - $36.50 Washington: $28.50 - $38.50 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 fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

A client of ours is a Global Service Firm in the Multi-Media space that has opened a new role on their team. Seeking an experienced Tax Professional with 13+years to be the lead for the firm. This professional will work with Front Office Sales, Operations, and Finance along with internal stakeholders. Responsibilities include Tax Compliance, Reporting, M&A Tax Diligence, Tax Risk and Strategy. \n \n Responsibilities will include, but are not limited to: \n\n • Responsible for Strategic Tax Planning and Tax Reporting supporting Executives and Finance personnel.\n, • Manage Tax Compliance, Estimates, Extensions, and Partner Distributions including tax issues relating to partner transactions.\n, • Assist with Buy-Side tax diligence for M&A transactions and tax forecasting\n, • Assist with tax developments (ex. legislation, regulations, changes in business operations) and communicate the necessary recommendations to management.\n, • Proactively identify all tax requirements and ensure compliance.\n, • Evaluation of tax impacts, as well as work with outside advisors to recommend and execute the optimal structure tax for the company.\n\n \n Requirements: \n\n • 13+ years of tax experience with at least five years in a public accounting firm\n, • Bachelor’s degree in Accounting required, Master's is a plus\n, • CPA or JD is preferred.\n, • Partnership/ Pass through Entity is a plus\n, • Experienced with Partner Capital Account Models and Owners Stock Equity Accounts is a plus\n

We’re seeking a future team member for the role of Vice President, Sustainability Regulatory Strategy and Execution (Global) to join our Enterprise Sustainability team. This role is located in New York, NY. In this role, you will lead the translation of evolving sustainability regulations and disclosure frameworks into enterprise reporting strategy, governance, and execution. You will serve as a senior partner across Corporate Functions, driving high-quality, decision-useful disclosures, strengthening reporting readiness and controls, and influencing strategic responses to a rapidly changing regulatory environment. In this role, you’ll make an impact in the following ways: • Lead the regulatory strategy and execution agenda for sustainability reporting, shaping BNY’s approach to evolving requirements including CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, and related regulations, standards frameworks and guidance., • Drive end-to-end delivery of key sustainability regulatory workstreams, from regulatory interpretation and impact assessment through governance, implementation, and external disclosure., • Provide strategic advice to senior stakeholders on regulatory developments, implementation priorities, key risks, and business implications for BNY., • Oversee the development of high-quality narrative and quantitative disclosures across governance, strategy, risk management, metrics, and targets, ensuring consistency, transparency, and audit readiness., • Strengthen reporting governance, controls, documentation, and accountability frameworks to support traceability, assurance readiness, and sustainable execution at scale., • Partner across Sustainability, Finance, Risk, Legal, Compliance, Investor Relations, and other Corporate Functions to align priorities, resolve complex issues, and deliver coordinated outcomes., • Anticipate regulatory and execution risks, escalate issues appropriately, and drive practical, well-reasoned solutions in ambiguous or fast-evolving situations., • Identify and advance opportunities to enhance reporting quality, efficiency, and data integrity, including through process improvement, automation, and responsible use of AI-enabled tools., • Contribute to the development of team capability, operating discipline, and a strong culture of ownership, collaboration, and continuous improvement. To be successful in this role, we’re seeking the following: • Deep knowledge of sustainability reporting frameworks and regulations, particularly CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, California AB-1305, California SB-253 and SB-261, and the broader disclosure landscape affecting global banks. Prior experience implementing these disclosures is required., • Bachelor’s degree or equivalent experience in sustainability, finance, accounting, economics, public policy, law, or a related field; advanced degree preferred., • Significant experience in sustainability reporting, regulatory strategy, corporate disclosure, financial reporting, ESG governance, or a related discipline, ideally within financial services., • Strong understanding of banking business models, regulatory expectations, and sector-specific sustainability risks and reporting considerations., • Demonstrated ability to lead complex, cross-functional initiatives with a high degree of ownership, sound judgment, and executive presence., • Proven ability to interpret technical requirements and convert them into actionable governance, implementation, and reporting plans., • Excellent writing, analytical, and stakeholder management skills, with the ability to communicate clearly and influence senior audiences in a matrixed environment., • Experience enhancing controls, documentation, and assurance-ready reporting processes; familiarity with sustainability data, digital tools, and automation is preferred.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships, is interested in organizational processes and is excited to use data to achieve business outcomes, the Business job training pathway could be the right fit for you. The Business pathway combines technical and professional training in Business Operations, Financial Operations and Project Management, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Merck, Amazon or LinkedIn, among many other leading organizations in the New York | New Jersey area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Customer communications, team-based project coordination, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • HR Coordinator, • Data Analysis & Reporting/Business Intelligence, • Fund Accounting, • Project Coordinator, • Operations Support, • Client services support Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Job Description HVAC Service Manager Highly respected Mechanical Contractor in Middlesex County seeks Service Manager: • 5+ years of HVAC Construction & Service experience, • Act as technical source for team, • Client interaction skills, • Select and order equipment, purchasing, • Dispatch, • Schedule labor and assist with payroll, • Assist with sales and estimates, • Service planning, • Invoicing, • Commercial and large retail project background desired Please send resume to Tony Gallagher, Liberty Personnel: #MechanicalGC #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Job DescriptionTailored Brands is a leading omnichannel specialty retailer of menswear, including suits, formalwear and a broad selection of business casual offerings. The company aims to help its customers love the way they look and feel for their most important moments by delivering personalized products and services through a convenient network of stores and e-commerce sites. The company’s brands include Men’s Wearhouse, Jos. A. Bank, Moores and K&G Fashion. At Tailored Brands, we value differences and know they make us better. We are always working to make our Company a more diverse, equitable and inclusive (DEI) place to work. About the Job The Director of Customs Compliance leads Tailored Brands’ enterprise Import Compliance function as the accountable Supply Chain leader for customs compliance, broker governance, duty optimization, and audit readiness. This role elevates Import Compliance from a transactional customs activity to a strategic supply-chain capability, establishing the policies, controls, systems, reporting, and cross-functional operating model needed for compliant, efficient import activity. The Director partners with Sourcing, Product Development, Transportation, Distribution, Finance, Accounting, Legal, Corporate Responsibility, IT, and external trade partners to manage regulatory risk, improve landed-cost outcomes, and build a defensible end-to-end import process. What You’ll Do | Key Accountabilities Program leadership & team development •Lead and continuously improve the enterprise Import Compliance program - policy ownership, controls, governance forums, risk assessment, escalation, remediation, and executive reporting. Set the annual roadmap and clarify ownership across Classification, Trade Programs, and Import Operations. •Build, lead, and develop the Import Compliance team (Import Compliance; Vendor Compliance Analyst teams) and coordinate the broader execution of classification, valuation, broker management, analytics, and documentation through internal and external partners. Establish role clarity, training, succession coverage, and consistent work instructions. Customs brokers & external advisors •Own broker/advisor governance: selection, scope, service levels, entry-quality standards, escalation, scorecards, business reviews, corrective actions, and continuity planning. Ensure consistent instructions for entry documentation, post-entry corrections, protests, valuation support, and record retention. Classification, valuation, origin & entry controls •Establish centralized governance for HTS classification, customs valuation, country of origin, duties/fees, and vendor onboarding; implement controls that preserve approved classifications across product creation, sourcing, and entry workflows. •Direct periodic validation of high-risk classifications and valuation considerations (assists, royalties, related-party pricing). Establish a formal origin/traceability program capturing supplier certifications and FTA documentation from raw material through finished product. Importer-of-record governance •Own importer-of-record governance across legal entities - entity onboarding, importer data, powers of attorney, ACE/CARM portal access, and recordkeeping. Coordinate with Sourcing, Legal, Finance, Tax, and Logistics on entity changes and notifications. •Partner with Risk Management to ensure each importer’s continuous surety bond is maintained at ≥10% of total duties, taxes, and fees paid over a trailing 12 months. Cross-functional operating model •Serve as the enterprise governance partner for Sourcing, Product Development, Transportation, Logistics, Distribution, Finance, Legal, Corporate Responsibility, and Technology on decisions affecting import compliance or trade risk. •Participate in Product Development cycles on country of origin, FTA impacts, HTS changes, and tariff/duty/royalty impact; embed compliance checkpoints early in sourcing, PO issuance, and routing decisions rather than relying solely on shipment-level review. Duty optimization, recovery & financial controls •Lead a duty optimization and recovery agenda - preferential tariff programs (USMCA, CAFTA-DR, AGOA), short-supply provisions, tariff-rate quotas, duty drawback, first sale, FTZ, Section 321, and other lawful mitigation opportunities. Document eligibility, quantify impact, and monitor realized savings and exposure. •Partner with Finance, Accounting, and Tax on duty accruals, landed-cost modeling, broker-invoice reconciliation, and forecasting; reconcile invoices, entries, POs, and DC receipts, initiating timely corrections. Monitoring, analytics & executive reporting •Direct a risk-based monitoring program covering pre/post-entry controls, broker performance, classification, valuation, origin, screening, and remediation tracking. •Maintain a recurring executive dashboard tracking: entry and HTS classification accuracy, broker performance, exam rate, duty savings/recovery, customs penalties (target zero), on-time clearance, post-entry corrections, audit remediation status, UFLPA/CTPAT compliance, cycle time, and vendor routing-guide adherence. Use analytics to drive root-cause corrective action. Audits, disclosures & regulatory matters •Lead the company’s response to CBP audits, CF28/CF29 actions, inquiries, prior disclosures, and protests - coordinating documentation, exposure quantification, and corrective-action planning with Internal Audit, Finance, Legal, and trade counsel. Maintain an audit-ready evidence file tracking commitments to closure. Forced labor, supply-chain security & regulatory change •Own the Import Compliance role in UFLPA and supply-chain security controls (supplier due diligence, traceability, withhold-release-order risk) and support CTPAT compliance. Monitor regulatory/tariff changes and translate them into guidance, process changes, and executive recommendations. Vendor compliance •Own the Vendor Compliance program; maintain the Vendor Routing Guide, monitor vendor adherence, track violations and corrective actions, maintain scorecards, and oversee chargeback calculation/approval in coordination with Finance, Sourcing, and Merchandising. Training, technology & documentation •Establish a formal training/certification framework (onboarding, refreshers, playbooks, effectiveness testing) and a centralized electronic record-retention program. •Own business requirements and the continuous-improvement roadmap for import-compliance technology (PLM, ERP, broker interfaces, ACE workflows, HTS validation, traceability) in partnership with Technology, Sourcing, and Finance. What You’ll Bring | Skills & Experience Bachelor’s degree required (Business, Supply Chain, International Trade, Legal Studies, Finance, or related field preferred). Advanced degree or Licensed Customs Broker (LCB) credential preferred. Minimum of 10 years of progressive customs/global trade/import compliance experience (15+ preferred), including at least 5 years at the Director level leading a comparable function. Prior Merchandising, Product Development, or Sourcing experience is a plus. Director-level apparel-industry experience strongly preferred. Expert knowledge of CBP requirements, HTS/HS classification, customs valuation, country of origin, importer-of-record governance, broker management, ACE portal, and apparel/textile classifications. PLM experience preferred (Centric a plus). Strong grasp of internal-control design, audit defensibility, and data governance. Proficient in customs valuation methodologies (transaction value assists, royalties, related-party pricing) with ability to identify, quantify, and remediate exposure in multi-tier sourcing structures. Experience governing U.S. free-trade/preferential-tariff programs (CAFTA-DR, USMCA, AGOA, short-supply, rules of origin, duty drawback, first sale, tariff-rate quotas). Strong knowledge of CTPAT and supply-chain security requirements, able to support the CSCO’s CTPAT ownership. Demonstrated experience designing and strengthening internal controls in audit, remediation, and regulatory-scrutiny environments. Proven ability to lead enterprise programs across Legal, Supply Chain, Finance, Sourcing, and external partners; strong judgment and analytical capability; excellent written/verbal communication translating technical requirements into business guidance; ability to build trust and drive accountability across all levels. Work Environment, Physical & Mental Demands: Ability to sit and work at a computer for extended periods; stoop, kneel, bend, and reach daily; lift/move up to 25lbs occasionally; visual acuity, speech/hearing, and hand-eye coordination to operate a computer and office equipment. Regularly 40 hours/week in a hybrid arrangement, with preferred on-site offices in New York or Houston, TX, and some travel required between the two. Benefits This role is eligible for healthcare including medical, dental and vision, retirement savings (401k with a company match), income protection programs such as life, accident and disability insurance, paid time off for sick leave, vacation, bereavement, jury duty, and holidays, wellbeing program, commuter, adoption assistance, education assistance, legal services, and employee merchandise discounts. For more detailed information go www.Tailoredbrands.com/working-here/people-culture . The starting salary for this position is $176,405 - $235,154 and may increase to $293,904 depending on merit, length of service with the Company, and other factors. We take into consideration an individual’s skills, background, and experience in determining final salary. Base pay information is based on market location and may be subject to prevailing wage laws, if applicable. Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. #CorporateTB

The Senior Grants & Finance Manager is integral to fostering an environment and culture conducive to advancing genomics-related research excellence at the New York Genome Center (NYGC). This role oversees the administration of grants and sponsored research, serving as a key resource for Principal Investigators (PIs) and scientific staff. The incumbent manages a diverse portfolio of funding sources, including government and foundation grants, restricted gifts, fellowships, and startup packages, and advises PIs and program management, helping to set up spending plans that maximize restricted fund usage. This role may also oversee NYGC programs and large initiative funds. Acting as an expert on complex sponsored fiscal policies and procedures, the Senior Grants & Finance Manager interprets guidelines and policies, advises faculty and staff on available options or alternatives, and effectively recommends courses of action. This role liaises with departmental counterparts at faculty members' home institutions to streamline effort, spending, and other financial planning. Additionally, the incumbent is responsible for PI-related deliverables, including effort reporting, quarterly expense validations, annual and quarterly fiscal reports, project closeout, and expense monitoring. The position includes direct supervision of the Pre- and Post-Award Specialist, providing guidance, training, and support. As a subject matter expert and central resource for the Grants team, the Senior Grants & Finance Manager will also participate in ERP implementation (e.g., Cayuse) and ensure compliance with grant-related policies. This position reports to the Director of Research Administration. Key Responsibilities include (but are not limited to): Pre-award Activities: • Prepare and submit grant and contract proposals according to sponsor guidelines on behalf of NYGC as the Signing Official., • Review Funding Opportunity (FOA) guidelines thoroughly and communicate key details with PIs and research staff. Provide summaries and checklists of required documents based on FOA requirements., • Develop proposal budgets and compile necessary documents for prime and subawards following sponsor and institutional requirements., • Maintain updated records of current and pending awards, biosketches, and other support documents for PIs., • Review and submit Just-in-Time documents per sponsor requirements. Award Setup and Management: • Coordinate new award account setup and modifications, ensure database records are up to date., • Review and communicate the award terms and conditions, including effort commitment, deliverable requirements, and scientific overlap., • Meticulously review terms and conditions outlined in agreements, and negotiate with sponsors in close collaboration with the legal team as needed. Provide official sign-off to ensure compliance and alignment with organizational policies and objectives., • Manage reduction in budget and re-budgeting processes as necessary. Review and submit prior approval requests to sponsors as needed., • Review and submit timely non-competing progress reports in accordance with sponsor terms., • Manage subaward agreements for Principal Investigators (PIs). Oversee subrecipient monitoring and support PIs in effectively communicating with prime and/or subaward organizations, collaborators, and other stakeholders regarding the execution and management of subawards. Financial Management: • Maintain accurate budget vs. actual reports for all funding sources available to PIs., • Monitor and review expenditures; review and update financials and projections in portfolio workbooks monthly; and provide monthly reporting and continuous PI communication., • Collaborate with PIs on budget forecasting and spending projections., • Monitor subaward progress and invoicing to subrecipients where NYGC is the prime recipient institution., • Review purchase orders, Concur reimbursement requests, and invoices for compliance with grant/funding terms, and NYGC’s internal expense policies., • Closely monitor effort reporting, including facilitating PI sign-off for effort reporting cards for grant-funded personnel., • Perform annual, quarterly, and closeout programmatic and financial reporting for the funding sponsor, as required. Administration and Project Management: • Track, manage, and report on specific funding sources, including sequencing-related contracts., • Develop and maintain financial master workbooks for each faculty and funding source., • Implement and maintain an effort reporting process and quarterly PI expense validations., • Stay updated on compliance requirements associated with federal, state, and private funding., • Directly supervise the Pre- and Post-Award Specialist, providing guidance, training, and support. Review proposals, deliverables and requests to sponsors., • Lead the orientation of new staff by providing training on internal and external systems and processes., • Manage the onboarding of new staff by creating institutional accounts on internal and external systems., • Be actively involved in ERP Implementation (e.g., Cayuse) as a subject matter expert to review, test, and improve processes. The highly qualified candidate will have senior-level responsibilities that require independent management of pre-award and post-award financial management. The successful candidate will play a vital role in our team, contributing expertise in both areas while demonstrating strong leadership and organizational skills. Requirements & Qualifications: • A bachelor’s degree in a business-related field (e.g., accounting, finance, economics) is required; an advanced degree is preferred., • Research Administrator (CRA) certification is preferred., • Seven or more years of related pre- and post-award or budgeting financial experience required, including:, • 3+ years of recent experience with financial administration of NIH grants., • Experience with NSF, US DOE, and US DOD preferred., • Proficiency with general and non-profit accounting principles., • Experience with internal and external audits., • Strong understanding of research compliance issues, federal agency practices, regulations, and policies, including the Uniform Guidance., • Demonstrated ability to collaborate effectively with PIs, research staff, and funding agencies., • Demonstrated experience working effectively, collaboratively, and diplomatically with PIs and senior administrators required., • Supervisory experience preferred., • Excellent written and verbal communication skills with meticulous attention to detail., • Strong problem-solving and analytical skills; demonstrated proficiency in Excel and web-based tools., • Excellent time management and organizational skills. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At NYGC we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Competencies: • Technical and Professional Skills: Consistently demonstrates skills and knowledge relevant for the current role; strives to expand the depth and breadth of technical and professional skills; works with a high level of integrity; exhibits focus and discipline; appropriately prioritizes, manages expectations, and delivers on commitments., • Collaborative & Communicative: Models collaboration and teamwork; brings out the best in others; effectively works with all levels, internally and externally; respects and embraces diversity of perspective; communicates clearly and listens carefully; uses good judgment as to what to communicate and when to do so., • Adaptable & Innovative: Adaptable and embraces change; develops new insights and pursues improvements and efficiency; fosters the exchange of new ideas and is willing to challenge the status quo; takes initiative and is solution-oriented; engages in work with passion and curiosity. Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Salary & Benefits The pay range for this position is between $124,000-$139,000 per year; the base pay offered may vary depending on job-related knowledge, skills, and experience. In addition, NYGC offers a full range of medical, financial, and other benefits as well as generous time off. This includes Medical/Dental/Vision for employees &; dependent(s); Vacation, Holidays, Sick, and Other Leave, including a paid winter break; a 401(k) match; Life Insurance; Flexible Spending Accounts; employee Tuition Reimbursement; flexible schedules and telework options for some positions; an Employee Assistance Program; and much more. About the New York Genome Center The New York Genome Center (NYGC) is an independent, nonprofit, academic research organization dedicated to advancing genomic research. NYGC scientists and staff are furthering new approaches to diagnosing and treating neurological diseases and cancer through their unique capabilities in whole genome sequencing, RNA sequencing, state-of-the art analytics, and the development of genomic tools. NYGC concentrates specifically on disease-based research in the following areas: neuropsychiatric disease (autism, schizophrenia, bipolar); neurodegenerative disease (ALS, Alzheimer’s, Parkinson’s, Huntington’s), and cancer. Located in Lower Manhattan, the New York Genome Center was founded by and remains closely affiliated with the leading academic medical centers and research universities in the New York region, engaging in research projects with and for these institutions. Essential to our collaborative work is an outstanding faculty, whose members typically hold a joint appointment at NYGC and a partner university. They support our scientific mission by conducting independent research in areas of mutual interest to us and the wider scientific community. Equal Opportunity We are committed to fostering a workplace environment that is welcoming and fair to all, ensuring that every employee has the opportunity to thrive. We believe that bringing together individuals with diverse backgrounds, experiences, and perspectives leads to greater collaboration, innovation, and discovery. Valuing and supporting each employee in reaching their full potential strengthens our organization and enhances our collective success. We recognize that creating an environment where all employees feel valued and included requires sustained effort and dedication from the entire organization. The New York Genome Center is a VEVRAA Federal Contractor. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, creed, color, gender, religion, national origin, sexual orientation, age, disability, genetic predisposition or carrier status, protected veteran or military status, domestic violence victim status, partnership status, caregiver status, alienage or citizenship status, marital status, or any other characteristic protected by applicable law. NYGC takes affirmative action in support of its policy to hire and advance in employment individuals who are protected veterans and individuals with disabilities.

Are you an experienced Trade Desk Support Associate with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Trade Desk Support Associate to work in New York, NY. Title: Trade Desk Support Associate Location: Office Location: 4 Times Square New York, NY- Hybrid 2-3 days a week in office to be discussed with HM Duration: 12 months Job Summary The Trade Desk Support Associate supports front-office sales and trading activities by ensuring timely and accurate trade processing, reconciliation, lifecycle event management, and operational support across financial products. The role partners with traders, sales teams, operations, technology, compliance, and clients to support efficient transaction processing and maintain a strong control environment. Key Responsibilities • Support daily trade capture, validation, and booking activities to ensure accurate downstream processing and settlement., • Investigate and resolve trade breaks, exceptions, and reconciliation discrepancies., • Perform trade affirmation, allocation, and lifecycle event processing activities., • Partner with traders and sales teams to address operational issues, client inquiries, and transaction-related requests., • Monitor transaction processing controls and escalate issues, risks, or regulatory concerns when appropriate., • Coordinate with Operations, Technology, Compliance, and external counterparties to support successful trade execution and settlement., • Support implementation of new products, business initiatives, and technology enhancements., • Maintain process documentation, procedures, and audit evidence in accordance with regulatory and internal requirements., • Participate in testing, system upgrades, and process improvement initiatives to enhance efficiency and scalability. Qualifications & Competencies • Bachelor’s degree in Finance, Business, Economics, Accounting, Computer Science, or a related field preferred., • Up to 5 years of experience in trade support, capital markets operations, middle office, or financial services., • Understanding of capital markets products such as fixed income, equities, repo, foreign exchange, or derivatives., • Experience working with trading systems, market data platforms, and operational workflows., • Advanced Microsoft Excel skills; SQL, VBA, Python, or automation knowledge is an asset., • Strong analytical, problem-solving, and organizational skills., • High attention to detail and transaction accuracy., • Strong risk and control mindset., • Ability to work under pressure in a fast-paced trading environment., • Effective communication and stakeholder management skills., • Strong client service orientation., • Ability to manage multiple priorities and deadlines., • Continuous improvement and process optimization mindset. Typical Functional Activities • Trade Bookings, • Trade Validation & Reconciliation (FOBO), • Trade Affirmation & Allocation, • Break Remediation, • Life Cycle Event Processing, • Sales & Client Support, • Trader Support, • Regulatory Monitoring, • Cash Movement & Settlement Support, • Product and System Testing, • Process Improvement & Automation Initiatives Location This exciting opportunity is based in the vibrant city of New York, offering a dynamic and fast-paced work environment in the heart of the financial industry. Executive Summary • Trade Desk Support Associates provide operational and technical support to sales and trading desks by ensuring accurate transaction processing, managing trade lifecycle events, resolving exceptions, and serving as the primary liaison between front office, operations, technology, and clients.

About the Opportunity A well-established organization is seeking a Staff Accountant to join its growing finance team. This role plays a key part in the monthly close process, financial reporting, account reconciliations, and continuous process improvement initiatives. The ideal candidate will bring a strong foundation in GAAP, advanced Excel skills, and a proactive approach to improving accounting operations through automation and best practices. Key Responsibilities • Prepare monthly journal entries, account reconciliations, and supporting analyses as part of the month-end close process., • Ensure financial transactions are recorded accurately, timely, and in accordance with GAAP., • Support the completion of a timely and efficient monthly close process., • Identify and implement process improvements to strengthen controls, improve efficiencies, and reduce manual tasks., • Collaborate with FP&A, Operations, HR, IT, and other business partners to support financial reporting and operational initiatives., • Assist with documentation and analysis supporting internal and external audits., • Maintain and enhance internal controls over financial reporting., • Analyze financial data, summarize key findings, and provide meaningful insights to stakeholders., • Support automation initiatives and help streamline accounting processes., • Participate in special projects and other accounting-related duties as assigned. Qualifications • Bachelor’s degree in Accounting required., • MBA, Master’s in Accounting, or CPA designation preferred., • 4-6+ years of accounting experience., • Public accounting experience is a plus., • Strong understanding of GAAP and financial reporting principles., • Experience with Oracle Cloud or comparable ERP/accounting systems., • Advanced Microsoft Excel skills and proficiency with Microsoft Office applications., • Strong analytical and data management skills, including experience working with large data sets., • Excellent communication and interpersonal skills, with the ability to collaborate across departments., • Proven ability to identify and implement process improvements and automation solutions. Preferred Experience • CPA designation., • Public accounting background., • Experience with ADP General Ledger and reporting., • Experience supporting audit requests and regulatory reporting requirements. What We're Looking For • Detail-oriented and highly organized professional., • Strong problem-solving and analytical mindset., • Ability to manage multiple priorities in a fast-paced environment., • Self-starter who thrives in a collaborative, team-oriented environment., • Passion for continuous improvement and process optimization.

Legacy Oral Surgery & Implants is a family-owned oral and maxillofacial surgery practice with locations in Union City, NJ; Elizabeth, NJ; and Staten Island, NY. We're growing, through new locations and acquisitions, and we're looking for our first dedicated Financial Controller to build the financial foundation for that growth. The Role You'll own the practice's accounting and financial reporting across multiple locations and entities, reporting directly to the COO. This is a hands-on, build-it-right role: you'll set up the processes, controls, and reporting we'll rely on for years. You'll also be a strategic partner on expansion decisions. What You'll Do • Lead the monthly close, reconciliations, and financial statements across multiple entities and locations, • Manage intercompany allocations and shared-cost accounting, • Oversee NJ and NY payroll and tax compliance in coordination with our outside CPA firm, • Build reliable production, collections, and adjustment reporting from our practice-management system, • Own provider compensation calculations and make sure they're accurate, consistent, and well documented, • Support acquisition due diligence, integration, and purchase accounting, • Develop budgets, forecasts, and KPI dashboards for leadership, • Strengthen internal controls, AP/AR processes, and cash management What We're Looking For • accounting experience, including a controller or senior accounting leadership role, • Experience in healthcare, dental, or a multi-location medical group strongly preferred (DSO experience is a big plus), • Solid understanding of revenue cycle concepts: production, collections, adjustments, payer contracts, • Multi-entity accounting experience; acquisition experience is a plus, • CPA preferred, • Strong Excel skills; experience with QuickBooks or similar, and comfort pulling data from practice-management software, • Someone who can work independently, explain numbers clearly to non-finance people, and enjoys building systems from the ground up Compensation & Benefits • Base salary: $80,000–$130,000, depending on experience, • Annual performance bonus, • 401(k), • Paid time off

Fund Accounting Manager / Assistant Controller – Private Credit \n \n We are partnering with a leading alternative investment management firm seeking an experienced Fund Accounting Manager / Assistant Controller to join its growing finance team. This is an excellent opportunity for someone looking to take on significant ownership within a sophisticated investment platform, gain exposure to senior leadership, and play a key role in the firm's continued growth. \n \n Key Responsibilities \n\n • Oversee third-party fund administrators and ensure accurate accounting and reporting across investment funds.\n, • Review management fees, incentive fees, waterfall calculations, and partner allocations.\n, • Manage capital calls, distributions, and quarterly investor capital account statements.\n, • Prepare and review quarterly and annual GAAP financial statements.\n, • Lead the annual audit process and coordinate with external auditors, tax advisors, and service providers.\n, • Support new fund launches, fund structures, and accounting process improvements.\n, • Partner with the Liability Management team on liquidity management and borrowing base compliance.\n, • Collaborate with Investor Relations on quarterly performance reporting and investor requests.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting required; CPA preferred.\n, • 8–12+ years of accounting experience within financial services.\n, • Strong background in private credit, private equity, or alternative investment fund accounting preferred.\n, • Experience overseeing fund administrators, financial reporting, and fund-level accounting.\n, • Knowledge of management fees, incentive allocations, and distribution waterfalls.\n, • Strong analytical skills and exceptional attention to detail.\n, • Hands-on mentality with the ability to manage multiple priorities in a fast-paced environment.\n, • Excellent communication skills and ability to work cross-functionally.\n\n \n Why Consider This Opportunity? \n\n • Join an established and growing alternative investment platform.\n, • Gain broad exposure across fund accounting, operations, investor reporting, and liquidity management.\n, • Work closely with senior finance leadership and key stakeholders.\n, • Play an important role in new fund launches and continued platform expansion.\n, • Opportunity for long-term career growth and increased responsibility.\n\n \n Interested? Apply directly or reach out confidentially to learn more. \n #FundAccounting #PrivateCredit #PrivateEquity #AlternativeInvestments #AccountingJobs #FinanceCareers

Our client is one of the fastest growing Sports Media Firms with a phenomenal environment, role reports to CAO and Controller. Role works with Dept heads, Brands, Marketing, Operators, and Head of the Business. This individual will be a business partner to their product team; Building relationships with Sales and Product Launch Team on their Revenue Strategies. Responsible Include: • Preparation of Month-End Close process, • Prepare cashflow reporting, income analysis, cash forecasting and analysis for company transactions, • Assisting with building out monthly reporting, • Analyze company performance to colleagues across the business along with external auditors, • Partner with Sales Finance and Services team to lead quarterly and monthly financial reviews, • Actively support financial transformation team and initiatives, • Work with cross-functional teams including the Sales, Marketing, Operations, Treasury, Tax, and Finance to drive efficiencies Requirements: • Bachelors Degree is Needed. Degrees in Economic or Accounting is a plus, • 4+ years of Accounting Experience Revenue Recognition a plus, • Experienced with high volume Accounting Transaction and Month-End, • NetSuite a plus

A client of ours is a Global Service Firm that has opened a new role on their team. Seeking a Head of Tax professional with 14+years to be the lead for the firm, reporting to CFO. This professional will work with Executives, Front Office, Operations, and Finance along with internal stakeholders. Responsibilities include Tax Compliance, Reporting, M&A Tax Diligence, Tax Risk and Strategy. Responsibilities will include, but are not limited to: • Responsible for Tax Reporting, Planning, Compliance, and Structuring working with executives along with utilizing outside advisors, • Strategic analysis of Global tax structing and planning, • Buy-Side M&A Tax Diligence, • Evaluate and Structure M&A transactions., • Review and Analysis of Partners Capital Account Model, • Assist with Monitor Global tax developments (ex. legislation, regulations, changes in business operations) and communicate the necessary recommendations to management., • Proactively identify all global tax requirements and ensure compliance. Requirements: • 12+ years of related tax experience with at least five years in a public accounting firm a plus, • Bachelor’s degree in Accounting required, Master's is a plus, • CPA or JD is a plus, • Partnership Taxation is a plus, • Understanding of Stock Equity Compensation and Partner Capital Models is a plus

LHH Recruitment Solutions is working with a Prestigious Real Estate and Development firm to fill a a Senior Accounts Receivable Analyst on a permanent/direct hire basis. This role will sit in Midtown, NYC. This role will be responsible for managing tenant receivables, billing, collections, cash application, and account reconciliations across a portfolio of commercial and/or residential properties. The ideal candidate will have strong analytical skills, a detail-oriented mindset, and prior real estate accounting experience. Key Responsibilities: • Manage tenant billing, rent charges, and lease-related receivables., • Apply cash receipts and reconcile tenant accounts., • Monitor aging reports and lead collection efforts on outstanding balances., • Investigate and resolve billing discrepancies and payment issues., • Prepare AR analyses, reporting, and month-end reconciliations., • Partner with Property Management, Leasing, and Accounting teams., • Assist with CAM reconciliations, tenant recoveries, and annual true-ups., • Identify opportunities to improve processes and strengthen internal controls. Qualifications: • Bachelor's degree in Accounting, Finance, or related field., • 2+ years of accounts receivable experience, preferably within commercial or residential real estate., • Experience with tenant billing, collections, and account reconciliations., • Proficiency in Excel and ERP systems such as Yardi, MRI, or RealPage., • Strong analytical, organizational, and communication skills. Schedule: • 4-5 days per week in office, • 40 hour work week Compensation/Benefits: • 80 - 90k Annually + Bonus, • Medical, Dental, Vision, 401k, commuter benefits This is an excellent opportunity for an experienced AR professional looking to join a stable and growing real estate organization. Please Apply Now if you are interested! Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy 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

Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking CPA firm is seeking an experienced Tax Senior or higher to join its Private Client Services group. In this role, you’ll provide strategic tax planning, compliance, and advisory services to high-net-worth individuals and families, helping them achieve their financial goals. Consistently recognized as one of the “Best of the Best” Accounting Firms in the U.S., the firm offers an exceptional environment for professionals seeking growth and impact. Key Responsibilities • Serve as a trusted point of contact for high-net-worth individuals, families, and family offices, • Prepare and review complex individual, partnership, trust, gift, and estate tax returns, • Provide tax planning and advisory services tailored to clients’ financial goals, • Identify tax-saving opportunities and develop strategies to minimize liabilities, • Research complex tax issues and provide creative solutions, • Supervise and mentor junior staff, • Collaborate with Partners and senior leadership on client and team initiatives, • Stay current on federal, state, and local tax law changes Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • CPA preferred, • 3+ years of tax compliance experience with a focus on high-net-worth individuals and families, • Strong knowledge of federal, state, and local tax laws and regulations, • Proficiency with tax software and research tools, • Excellent communication, interpersonal, and analytical skills

JCW is partnering with a growing technology-focused private equity/venture capital fund to identify a Fund Accountant to join their finance team. This role offers exposure to fund management company operations, including management fee calculations and compensation accounting. This is an on-site role based in New York, offering the opportunity to gain specialized experience within a dynamic, tech-focused investment platform. Responsibilities: • Support management company accounting, including monthly/quarterly close, general ledger maintenance, and financial reporting, • Assist with management fee calculations and billing across fund vehicles, • Support compensation accounting, including bonus accruals, carried interest allocations, and payroll-related entries, • Prepare management company financial statements and support budget-to-actual analysis, • Assist with expense allocations between the management company and fund entities Qualifications: • 2-4 years of accounting experience, ideally with exposure to private equity, venture capital, or asset management (Big 4 or public accounting background welcome), • Bachelor's degree in Accounting or Finance; CPA or CPA track a plus, • Familiarity with management company accounting concepts, including fee structures and compensation accounting, is a plus, • Detail-oriented with strong organizational skills and the ability to manage multiple deadlines, • Excellent communication skills and a collaborative, team-oriented approach Haley Rizzo specializes in partnering with audit and finance professionals at leading organizations nationwide. For more information, please contact Haley at haley.rizzo@jcwgroup.com.

Position Overview A well-established nonprofit organization in Newark, NJ is seeking an experienced Controller to oversee key accounting and financial operations. This position will work closely with senior leadership and will be responsible for financial reporting, grant accounting and compliance, audits, internal controls, and oversight of accounting staff. The ideal candidate will have a strong nonprofit accounting background, significant experience managing local, state, and federal grants, and prior supervisory experience. _ Responsibilities • Prepare and oversee timely and accurate financial statements and monthly financial reporting., • Review balance sheets, operating schedules, bank reconciliations, and related financial analyses., • Coordinate external audits, including the annual Single Audit., • Prepare and review audit schedules and oversee internal audit activities., • Oversee grant accounting and reporting, ensuring compliance, timely submissions, and reimbursements., • Manage and oversee accounts receivable and provide oversight of AP/AR functions., • Establish and maintain accounting policies, procedures, and internal controls., • Implement appropriate cost-allocation methodologies across programs and functional areas., • Oversee fixed assets and support capital budgeting activities., • Review payroll transactions for accuracy and compliance., • Manage regulatory and tax reporting, including Form 990 and Form 5500., • Maintain the accounting system and recommend improvements and enhancements., • Provide financial guidance to program staff and other internal stakeholders., • Supervise and develop accounting and finance staff. Qualifications • Bachelor’s degree in Accounting, Finance, or a related discipline required., • 8+ years of related accounting experience., • Strong nonprofit accounting experience required., • Demonstrated experience with grant accounting, compliance, allocations, and reporting, including local, state, and federal grants., • Previous supervisory or management experience., • Strong knowledge of GAAP, nonprofit accounting standards, internal controls, and tax requirements., • Experience supporting external audits and Single Audits., • Strong Excel skills., • MIP/Abila experience is a plus., • CPA, CMA, or Master’s degree is a plus. Schedule & Benefits • 100% on-site in Newark, NJ, • Typical hours of 9:00 AM–5:00 PM, with some flexibility., • Paid vacation and holidays., • Medical, dental, and vision benefits., • 403(b) retirement plan with employer match.

Portfolio Associate – Credit Risk & Portfolio Management Seeking a Portfolio Associate to support the management and monitoring of a diversified portfolio of leveraged and corporate loan exposures. This individual will partner closely with Underwriting, Leveraged Finance, Capital Markets, and Relationship Management teams to evaluate credit performance, identify emerging risks, and support credit decision-making throughout the life of a transaction. The ideal candidate will have a strong foundation in credit analysis, financial statement analysis, and commercial lending, with experience monitoring non-investment grade companies. Responsibilities Portfolio Management & Credit Monitoring • Monitor the ongoing credit performance of a portfolio of middle-market and large corporate borrowers., • Analyze quarterly and annual financial results, operating trends, liquidity, leverage, and cash flow performance., • Identify and escalate emerging credit risks, industry developments, and covenant compliance concerns., • Maintain risk ratings and recommend changes based on evolving borrower fundamentals., • Participate in annual reviews, portfolio reviews, watchlist discussions, and risk committee presentations. Financial Analysis • Build and maintain detailed financial models., • Perform cash flow, liquidity, leverage, and debt service coverage analysis., • Conduct comparable company and capital structure analyses., • Assess borrower repayment capacity and downside risk scenarios., • Review management projections and variance-to-plan reporting. Credit & Transaction Support • Evaluate amendments, waivers, covenant modifications, and restructuring requests., • Review credit agreements, loan documents, security packages, and collateral reporting., • Support underwriting efforts for new transactions, refinancings, and incremental financings., • Assist in preparing credit memoranda and approval materials. Cross-Functional Partnership • Partner with Leveraged Finance, Capital Markets, Industry Coverage, Research, Trading, and Legal teams., • Present borrower updates and portfolio analysis to senior management., • Collaborate with relationship managers and deal teams on ongoing client developments. Qualifications • 2-5 years of experience in:, • Commercial Banking, • Corporate Banking, • Leveraged Finance, • Credit Risk Management, • Asset-Based Lending (ABL), • Portfolio Management, • Experience analyzing non-investment grade and leveraged borrowers., • Strong understanding of commercial loan structures and credit documentation., • Familiarity with revolvers, term loans, ABL facilities, and covenant packages., • Financial modeling and credit underwriting experience., • Formal Credit Training Program preferred., • Bachelor's degree in Finance, Accounting, Economics, or related field. Preferred Skills • Advanced Excel and financial modeling skills., • Strong accounting and financial statement analysis capabilities., • Familiarity with Bloomberg, Capital IQ, FactSet, or similar platforms., • Excellent analytical, communication, and presentation skills., • Ability to manage multiple priorities in a fast-paced environment.

We are seeking a Junior Accountant to join one of our client’s growing real estate firms. The ideal candidate will have 1-3 years of accounting experience within the real estate industry and possess a solid understanding of accounting principles coupled with their Accounting or Finance degree. This role offers an excellent opportunity to gain exposure to property accounting, month-end close activities, tenant receivables, and real estate financial operations while working alongside a collaborative accounting team. The position sits in Midtown Manhattan and offers a hybrid work environment. Key Responsibilities • Assist with monthly, quarterly, and year-end close processes., • Prepare journal entries and maintain supporting documentation., • Reconcile bank accounts, general ledger accounts, and balance sheet accounts., • Review transactions for accuracy and proper coding., • Support the preparation of monthly financial statements and management reports., • Assist with accounting for commercial and residential properties., • Monitor tenant receivables and support rent collection processes., • Track property expenses and ensure proper allocation of costs., • Record and reconcile security deposits, CAM charges, and other tenant-related transactions., • Maintain lease and property financial records., • Assist with annual audits, tax filings, and lender reporting requirements. Qualifications • Bachelor's degree in Accounting, Finance, or related field., • 1-3 years of accounting experience, preferably within the real estate industry., • Experience with account reconciliations and journal entries., • Strong Microsoft Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP. Compensation: $32 - $37/hr, depending on experience. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

Family Office Controller The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. Essential Requirements • Provide support to the CFO and family office leadership across all aspects of accounting and finance., • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner., • Prepare monthly and annual financial statements., • Manage investment accounting and monitoring and prepare investment reports., • Assist with the implementation of new technology related to general ledger and investment reporting., • Establish and maintain accounting and operational processes and controls., • Manage cash balances, cash flow forecasting, and liquidity planning., • Oversee banking relationships and treasury processes., • Supervise an accounts payable / junior accountant and work closely with them on expense processing., • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality., • Coordinate with external tax advisors to ensure timely and accurate filings., • Manage, build, and support budgets, expense tracking, and financial planning processes., • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals., • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity., • Work independently, manage recurring deadlines, and maintain strict confidentiality. Additional Qualifications • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment., • CPA required or currently on the CPA track., • Bachelor’s degree in Accounting, Finance, Tax, or a related field., • Excellent written and verbal communication skills., • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools., • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus., • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus., • Experience with consolidations and GAAP financial reporting., • Demonstrated ability to be flexible and resourceful in a complex and lean environment., • Strong judgment, discretion, and impeccable integrity., • Ability to work in the office five days per week., • Must be comfortable working in an office where dogs may be present in the future.

A leading, nationally scaled investment management firm is seeking a Tax Director to serve as the senior internal tax leader and primary point of contact for external tax advisors. The firm has a large, vertically integrated platform with investments across real estate credit, residential and commercial real estate, development, and other alternative investment strategies. This is a highly visible opportunity for a tax professional who wants to move beyond traditional compliance and take on a strategic, business-facing role partnering with Investments, Legal, Finance, and executive leadership. The Opportunity The Tax Director will oversee a largely outsourced tax function, providing internal leadership across tax compliance, planning, transactions, entity structuring, and risk management. This individual will identify tax issues, coordinate external advisors, evaluate recommendations, and ensure tax considerations are incorporated into key business and investment decisions. Key Responsibilities • Oversee the outsourced tax compliance process, including timelines, deliverables, issue escalation, and coordination with internal stakeholders, • Provide strategic tax guidance on acquisitions, dispositions, financings, developments, joint ventures, fund formations, and restructurings, • Identify tax risks and opportunities, evaluate external advisor recommendations, and translate complex tax matters into practical business guidance, • Manage external tax advisors, including scope, quality, responsiveness, and cost-effectiveness, • Lead tax planning and forecasting for the corporate entity and its owners, including taxable income, effective tax rate, and cash tax projections, • Partner with Finance and executive leadership on budgeting, long-term planning, capital allocation, and strategic initiatives, • Support fund launches, investment vehicles, REITs, joint ventures, and other complex entity structures, • Oversee tax audits, regulatory matters, significant tax positions, and broader tax governance, • Serve as the central tax resource across Investments, Legal, Accounting, Finance, Investor Relations, and executive leadership Qualifications • 15+ years of tax experience across real estate, private equity, asset management, public accounting, law, or a combination, • CPA required, • Strong knowledge of partnership taxation, real estate funds, REITs, joint ventures, and investment structures, • Experience managing external tax advisors and complex transaction processes, • Strong commercial judgment and project management skills, • Ability to communicate complex tax matters clearly to senior stakeholders and business leaders, • Collaborative, strategic mindset with the ability to operate effectively in an advisor-led environment Why Consider It? This is an opportunity to step into a senior internal tax leadership role with significant exposure to investment activity, transactions, executive leadership, and strategic decision-making. The position is ideal for someone who wants to leverage deep technical tax expertise while having a meaningful impact on the broader business.

The CFO will serve as the principal's senior financial executive and strategic partner, with direct oversight of the family office's accounting, treasury, reporting, and investment operations. Given the principal's private equity orientation, this role requires fluency in fund structures, direct deal mechanics, and portfolio-level financial oversight — not just traditional family office accounting. The CFO will be the connective tissue between the investment side of the office and its financial/operational infrastructure. Key Responsibilities • Financial Oversight & Reporting — Own consolidated financial reporting across the family's investment entities, holding companies, and personal balance sheet. Deliver monthly/quarterly reporting on portfolio performance, liquidity position, and capital commitments to the principal., • Private Equity & Direct Investment Support — Track capital calls, distributions, and carried interest across fund investments; support due diligence and financial modeling for direct/co-investment opportunities; monitor portfolio company performance and maintain investment-level books and records., • Treasury & Liquidity Management — Manage cash flow forecasting and liquidity planning across a complex, illiquid-heavy asset base; coordinate capital call funding and distribution waterfalls; manage banking and lending relationships, including subscription lines and personal credit facilities., • Entity & Structure Management — Oversee multi-entity accounting across LPs, LLCs, trusts, and holding structures used for fund investments and direct deals; ensure appropriate books and records are maintained for each vehicle., • Tax & Estate Coordination — Partner with outside tax counsel and CPAs on entity-level and personal tax planning, K-1 review and coordination, and structuring for new investments; support estate and wealth transfer planning in coordination with outside counsel., • Investment Operations — Build and maintain systems/processes for tracking commitments, unfunded liabilities, and performance across a fund and direct investment portfolio; evaluate and implement reporting/portfolio management technology as needed., • Team & Advisor Management — Manage internal finance/accounting staff and serve as primary relationship owner for external fund administrators, auditors, tax advisors, and legal counsel., • Strategic Advisory — Act as a trusted sounding board to the principal on new investment opportunities, capital allocation decisions, and overall balance sheet strategy. Qualifications • 10+ years of progressive finance leadership experience, with meaningful exposure to private equity — either within a family office managing PE/direct investments, a PE fund's finance function, or a fund administrator/institutional investor role., • Strong working knowledge of fund structures, capital call/distribution mechanics, carried interest, and direct/co-investment deal flow., • Experience with multi-entity consolidated reporting across LPs, LLCs, and holding company structures., • CPA preferred; MBA a plus.

We are supporting a search for our banking client. This role is responsible for preparing, reconciling, analyzing, and filing US and Cayman Islands regulatory reports, maintaining reporting systems and documentation, supporting financial reporting, and leveraging AI and technology to improve regulatory reporting processes. Position Summary: The US Branch of a prominent European bank is seeking a motivated and detail oriented Regulatory Reporting specialist to join the Financial & Regulatory Reporting Group. The role involves the timely and accurate preparation and filing of regulatory reports in accordance with US and Cayman Islands banking regulations. This role requires frequent interaction with Accounting, Operations, and IT to ensure data integrity. Essential Duties and Responsibilities: o Responsible for preparation and timely filing of regulatory reports with various regulators for th US Branch, including: • Daily report to Federal Reserve: FR2420;, • Weekly reports to Federal Reserve: FR 2900 and FR 2644;, • Monthly and quarterly International Capital (TIC) Reports – BC, BL, BQ Series;, • Monthly Pledged Asset reports with the Department of Financial Services: Asset Maintenance Report;, • Quarterly reports with Department of Commerce: BE Series. o Prepare the Call report (FFIEC 002, 002s, 019), and present analytical insights to Finance Management. o Prepare the Quarterly reports filed with the Cayman Islands Monetary Authority – QPR and LBS, and present analytical insights to Finance Management. o Responsible for preparation and timely filing of regulatory reports for non-bank financial subsidiaries: FR Y-7N and BE series reports. o Responsible for the maintenance of regulatory report data using RegReporter software to ensure integrity and completeness. o Reconcile general ledger data with regulatory reports to ensure accurate reporting. o Utilize Artificial Intelligence (AI) tools to perform data analytics, draft narratives, and automate regulatory reporting workflows. o Perform system user testing and document results impacting the regulatory software and/or data inputs into the regulatory reports. o Participate in the preparation of timely and accurate monthly financial reporting to Head Office. o Maintain procedural documentation current. o Miscellaneous responsibilities as required. Experience /Qualifications/Education: o 5+ years regulatory reporting experience in banking or financial institutions. o Accounting or Finance degree preferred. o Strong knowledge of US GAAP and its applicability to regulatory reports. o Knowledge of banking products including derivatives. o Knowledge of RegReporter US regulatory reporting software. o Knowledge of AI tools to leverage and automate workflows. o Good presentation and communication skills. o Proficiency in MS Office, particularly PowerPoint and Excel.

Grant Management Consultant Contract: 3–6 months initially, with potential for extension Position Overview We are seeking an experienced Grant Management Consultant with a strong accounting and finance background to provide hands-on leadership and subject matter expertise across the organization’s grant management function. This consultant will play a key role in addressing identified grant management findings, strengthening financial controls and processes, and providing interim leadership to the Finance Grant Management team during a period of transition. The successful candidate will bring deep experience in grant accounting, restricted funds, financial compliance, internal controls, and process improvement, with the ability to independently investigate complex issues, quantify potential financial exposure, and implement practical solutions. Key Responsibilities • Provide interim leadership and oversight to the Finance Grant Management team during the current VP of Finance vacancy., • Assess the existing grant management function and identify opportunities to strengthen processes, controls, documentation, and financial oversight., • Review and address grant management findings identified by CLA, developing and driving appropriate remediation plans., • Lead the organization's Grant Management Task Force, coordinating stakeholders across Finance and other relevant functions., • Review concerns regarding the potential movement or use of restricted funds and determine whether inappropriate activity has occurred., • Where issues are identified, quantify the organization's potential financial and compliance exposure and provide clear recommendations for remediation., • Develop recommendations and controls to ensure the appropriate treatment, tracking, and use of restricted and unrestricted funds going forward., • Review existing grant accounting practices to ensure funds are appropriately recorded, allocated, reconciled, and reported., • Evaluate the end-to-end grant management process and identify gaps in financial controls, ownership, documentation, and accountability., • Establish or enhance policies, procedures, and controls to create a more consistent and sustainable grant management framework., • Partner with Finance leadership, Accounting, program teams, and other stakeholders to resolve outstanding grant-related issues., • Provide clear reporting and recommendations to senior leadership regarding findings, risks, remediation activities, and ongoing process improvements. Qualifications & Experience • Significant experience in grant management and grant accounting, with a strong accounting/finance orientation., • Deep understanding of restricted funds, donor restrictions, fund accounting, and grant-related financial controls., • Experience reviewing and remediating audit or accounting advisory findings, ideally within a nonprofit or grant-funded organization., • Strong knowledge of accounting and compliance requirements associated with restricted and unrestricted funding., • Experience investigating potential financial control or compliance issues and determining the associated financial exposure., • Demonstrated ability to develop and implement corrective action plans, internal controls, policies, and improved financial processes., • Experience leading a grant management, accounting, or finance team, particularly through periods of transition or transformation., • Strong project leadership skills with experience leading cross-functional task forces or remediation initiatives., • Ability to work independently, assess complex or ambiguous situations, and provide clear recommendations to senior leadership., • Strong analytical skills with the ability to reconcile financial activity, identify discrepancies, and quantify potential exposure., • Excellent stakeholder management and communication skills, with the ability to work effectively across Finance and non-Finance functions. Ideal Background The ideal consultant will have operated at a senior grant accounting, grant finance, Controller, or finance leadership level within a nonprofit or similarly grant-funded environment. They should be equally comfortable getting into the detail of restricted-fund activity and accounting records as they are leading teams, presenting findings, and driving organization-wide process improvements.

Senior Accountant (Hedge) is responsible for ensuring timely and accurate NAV calculations, Investor allocations, preparation of financial and investor statements and communication with clients throughout the accounting process. The Senior Accountant (Hedge) will act as a mentor and resource for staff accountants to ensure that the day-to-day work and deadlines are completed as scheduled. This position will require regular interaction with clients, team members and management. Responsibilities • Process portfolio activity and perform reconciliations to broker/custodian/counterpart and/or client;, • Process account activity, performance, and trial balance reporting for clients’ funds/accounts;, • Process investor allocations and fees according to fund governing documents;, • Communicate with clients, custodians, third parties, and various levels of management;, • Review of correspondence with client to address inquiries as needed;, • Maintain a controlled operating environment in conjunction with company’s internal controls;, • Indicate knowledge of investment vehicles commonly used by clients;, • Prepare/review moderate to complex incentive fee calculations and management fee calculations;, • Participates in client audit engagement;, • Assist in the development and training of new team members as required;, • Coordination and completion of special projects as directed by the client or as directed by management as assigned;, • Assist with new client onboarding;, • Indicate thorough comprehension of relevant fund documentation; and, • Review fund accountants’ funds and NAVs for accuracy and appropriate documentations. Qualifications • 3 – 5+ years’ (relevant) experience in Accounting, Finance or related field preferred;, • Minimum of a Bachelor’s Degree in Accounting or related field;, • Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;, • Certified Public Accountant (CPA) license is strongly preferred., • Proficient in Microsoft Office Suite with knowledge of HedgeTek or other partnership accounting software and HFPM or other portfolio accounting software a plus;, • Ability to multitask, time management, attention to detail, planning and problem-solving skills required;, • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;, • Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.

Job Descriptions： The HR Operations Specialist is responsible for managing day-to-day HR operations with a primary focus on U.S. payroll and employee benefits administration. This role ensures accurate payroll processing, benefits management, compliance, and provides support for employee inquiries, onboarding, and offboarding. The position is key to maintaining HR operational excellence and supporting a positive employee experience. Responsibilities： • Manage and process end-to-end U.S. payroll accurately and on schedule for all employees., • Review and validate payroll inputs, including new hires, terminations, salary changes, bonuses, deductions, and PTO., • Administer employee benefits programs, including enrollment, eligibility changes, and terminations of coverage for medical, dental, vision, and life insurance plans., • Manage employee onboarding and offboarding processes, including HR documentation, payroll and benefits coordination, system updates, and workplace setup., • Support HR compliance and maintain accurate and confidential employee records., • Coordinate day-to-day office operations and administrative matters to ensure the office runs smoothly., • Manage office supplies, equipment, facilities-related requests, and general workplace needs., • Coordinate with building management, vendors, and external service providers as needed., • Support office events, team activities, meetings, and other employee engagement initiatives., • Assist with business travel, visitor arrangements, and other office logistics when needed., • Support other HR, administrative, and operational projects as assigned. Requirements： • Bachelor’s degree in Human Resources, Business Administration, Accounting, Finance, or a related field., • Minimum of 3 years of experience in HR, payroll, benefits administration, or a related role., • Hands-on experience supporting or managing U.S. payroll processes., • Practical experience administering employee benefits programs., • Strong attention to detail and ability to work accurately with confidential employee and payroll information. Preferred Qualifications： • Professional HR certification such as SHRM-CP or PHR., • Experience with HRIS systems and advanced Microsoft Office skills., • Prior experience in a multi-national or fast-growing company environment., • Knowledge of payroll processes or benefits administration.

BILLING TEAM LEAD FINANCE Department Debevoise & Plimpton LLP is a premier international law firm with market-leading practices, a global perspective and strong New York roots. Debevoise clients engage our lawyers for the high degree of quality, strategic focus and creativity we bring to our legal advice. Our talented administrative and legal support staff brings the same commitment to their work, ensuring the firm delivers the highest level of service and a distinctive client experience. We attract and retain highly skilled and dedicated staff by providing a work environment that is diverse, collaborative, respectful and collegial, and where professional growth is encouraged and nurtured. The firm is seeking to add an energetic and enthusiastic full-time Billing Team Lead to join our team of professionals. This is a hybrid position requiring three days per week in our New York office. Team Leads will be expected to have a minimum of 7 years of progressive experience and be highly knowledgeable about legal accounting processes, including those of our clients. They should have a broad understanding of Aderant or Elite Enterprise/3E and be able to utilize the system capabilities to implement billing solutions. This is an exempt position and reports to the Associate Director of Billing and Collections. Responsibilities include but are not limited to: • Manage, perform and oversee billing functions assigned to you (and/or a direct report in some instances), assuring work is completed accurately and effectively within defined deadlines including pre-bills, invoices, and alternative fee arrangements., • Maintain hands-on knowledge of all billing-related functions so to provide proper training, backup, and support including, but may not be limited to, bill preparation, bill review, pre-bill review, WIP management, on account management, write off management, eBilling, and special rate management., • Communicate clearly and concisely with partners, clients, and management to ensure that bills are prepared as per instruction., • Manage day to day tasks in an environment with shifting priorities., • Prepare account summaries; provide high-level analysis and critical data to attorneys, clients, and management., • Work closely with the eBilling team and the Appeals team to ensure accurate submittal of eBills and the prompt resolution of client disputes and appeals., • Coordinate with the Pricing and Legal Project Management teams on the application of client billing arrangements and other billing related initiatives., • Conduct training sessions with executive assistants and other legal support staff., • Participate in system upgrades and testing., • Identify and escalate issues found in the billing database for correction., • Respond to requests and inquiries outside core hours. Requirements: • Bachelor’s degree in Business, Accounting, Finance or equivalent work experience., • Minimum of 7 years of advanced billing experience in an AmLaw 50 firm., • Strong or advanced MS Excel skills., • Must be highly organized and able to handle multiple tasks efficiently., • Must be able to work well under pressure and meet deadlines., • Must possess excellent interpersonal and communication skills; be able to communicate clearly and concisely with senior management and partners., • Must have flexibility to work outside core hours. Preferred Qualifications: • Supervisory experience in a legal finance environment., • Experience using Aderant or Elite/3E. TO APPLY: A resume and cover letter are required to apply for this position. Please mention where you saw this position posted when applying and send required materials to: Debevoise & Plimpton LLP Taria Yarborough Human Resources Sr. Human Resources Generalist tkyarborough@debevoise.com

A well-established Single Family Office is seeking an experienced Senior Controller to lead the accounting, financial reporting, treasury, and compliance functions across a diverse portfolio of entities and investments. This is a highly visible leadership role responsible for ensuring the integrity of the accounting function, strengthening internal controls, and supporting the financial operations of a sophisticated investment platform. The Senior Controller will serve as a key deputy on all accounting and financial reporting matters, partnering closely with executive leadership, external tax advisors, auditors, and banking partners to maintain accurate financial reporting and drive operational excellence. This position is ideal for a seasoned, hands-on accounting professional who thrives in an entrepreneurial, high-trust environment and is capable of stepping in for the CFO as needed. Key Responsibilities Accounting & Financial Reporting • Own the accounting operations and general ledger for multiple entities, including investment, operating, and holding companies, • Lead the monthly, quarterly, and annual close process, ensuring accuracy, timeliness, and completeness, • Review and approve journal entries, account reconciliations, and financial records prepared by the accounting team, • Prepare and review consolidated financial statements and supporting schedules for executive leadership, • Perform variance analysis and deliver financial reports and insights to executive leadership and, as needed, the family, • Ensure proper accounting for intercompany transactions, distributions, capital activity, and investment-related transactions Investment & Treasury Management • Oversee accounting records for a diversified investment portfolio, including private investments, funds, and marketable securities, • Track capital calls, distributions, commitments, and investment balances across the portfolio, • Monitor daily cash positions and liquidity across multiple entities, escalating funding needs as appropriate, • Coordinate cash movements and funding between entities, ensuring appropriate controls and approvals, • Oversee treasury activities and foreign currency transactions as needed Tax, Audit & Compliance • Serve as a primary accounting liaison with external tax advisors and auditors, alongside the CFO, • Oversee preparation of supporting schedules and documentation for annual tax filings and financial statement audits, • Monitor tax calendars and coordinate timely payments and filings, • Ensure accounting records appropriately support tax reporting and regulatory compliance, • Maintain and strengthen internal controls and accounting policies across the organization Systems & Process Improvement • Identify and lead process improvements to enhance efficiency, scalability, and reporting accuracy, • Lead accounting system enhancements, ERP implementations, and related technology initiatives, • Maintain and update documentation of accounting policies and internal procedures, • Lead or support special projects and strategic initiatives as directed by executive leadership Leadership • Supervise, mentor, and develop members of the accounting team, including staff and junior accountants, • Serve as a key point of escalation and backup to the CFO on accounting and reporting matters, • Foster a collaborative, service-oriented culture with a strong emphasis on accountability and continuous improvement Qualifications Education • Bachelor's degree in Accounting, Finance, or related field

Senior Recruiter – Accounting & Finance, Temporary Staffing About the Role Madison Davis is looking for an experienced Senior Recruiter to join our Accounting & Finance Temporary Staffing team. This person will focus on recruiting and placing accounting and finance professionals into temporary, contract, and consulting assignments with our clients. This is a production-focused recruiting role for someone who understands how to move quickly, build strong candidate relationships, manage multiple active searches, and consistently deliver qualified talent against client needs. Responsibilities • Recruit Accounting & Finance professionals for temporary, contract, and consulting opportunities, • Manage the full recruiting lifecycle from sourcing and initial outreach through screening, interview coordination, offer management, onboarding, and start, • Build and maintain a strong pipeline of qualified candidates across Accounting & Finance skill sets, • Partner closely with Account Managers and Business Development professionals to understand client requirements and prioritize open positions, • Source candidates through LinkedIn Recruiter, job boards, internal databases, referrals, networking, and direct outreach, • Conduct detailed candidate interviews to evaluate technical experience, compensation, availability, career goals, and overall fit, • Present qualified candidates quickly and accurately against active client requirements, • Maintain consistent communication with candidates throughout the interview, placement, and assignment process, • Re-engage existing candidates and build long-term relationships that generate repeat placements and referrals, • Manage a high volume of open positions while maintaining quality and urgency, • Maintain accurate candidate activity, notes, and pipeline information within Salesforce, • Stay current on the Accounting & Finance talent market, including compensation, candidate availability, hiring trends, and competitive activity, • Consistently meet individual recruiting, submission, placement, and gross margin goals Candidate Profile • 4+ years of staffing agency recruiting experience, ideally within Accounting & Finance, • Strong experience recruiting for temporary, contract, or consulting positions, • Proven ability to manage a high-volume recruiting desk and multiple active searches simultaneously, • Strong sourcing and candidate-generation skills, • Comfortable working in a fast-paced, metrics-driven staffing environment, • Strong understanding of Accounting & Finance roles and terminology, • Ability to build credibility quickly with candidates at multiple levels, • Highly organized with strong follow-up and attention to detail, • Competitive, motivated, and comfortable being held accountable to production goals, • Experience using an ATS or CRM; Salesforce experience is a plus Typical Searches The Senior Recruiter may support searches including: • Staff and Senior Accountants, • Accounts Payable and Accounts Receivable, • Financial Analysts, • Senior Financial Analysts, • Accounting Managers, • Controllers, • FP&A professionals, • Payroll professionals, • Internal Audit, • Tax, • Treasury, • Finance and Accounting Consultants, • Project-based Accounting & Finance professionals What Success Looks Like Success in this role means building a reliable network of Accounting & Finance talent, developing a strong candidate pipeline before positions open, responding quickly when client needs arise, and consistently converting searches into starts and profitable temporary placements.

VP, Tax - Prestigious High Net Worth Family Office, Midtown | Hybrid | $350K–$375K All-In Compensation | Strong Benefits The Opportunity: A prestigious, privately held family office is seeking a senior tax executive to join its leadership team and oversee the tax affairs of a highly sophisticated, multi-billion-dollar family enterprise. This is a highly confidential environment with a long-term perspective and a broad range of investment and operating interests, including real estate, private investments, partnerships, trusts, foundations, and other closely held entities. The VP of Tax will work closely with the CFO, family representatives, attorneys, accountants, investment professionals, and other outside advisors. This is a senior, hands-on role for a tax professional who is comfortable operating at a high level while remaining close to the details. The individual will be expected to bring strong technical knowledge, sound judgment, discretion, and the ability to manage complex matters from planning through execution. Responsibilities: • Lead tax planning and compliance activities across a sophisticated network of family, investment, operating, trust, and philanthropic entities., • Advise on tax implications of investments, restructurings, financings, real estate transactions, partnership activity, and other significant transactions., • Coordinate with outside tax, legal, accounting, and investment advisors to develop and execute tax strategies., • Oversee quarterly tax estimates, annual tax filings, financial reporting requirements, and related tax deliverables., • Participate in estate and wealth-transfer planning, including trusts, asset transfers, reorganizations, and other tax-sensitive structures., • Review and oversee partnership allocations, equity-related calculations, and other complex tax and accounting matters., • Support the family's philanthropic and foundation activities, including tax compliance and governance matters., • Work with the investment and finance teams on tax considerations involving private equity, alternative investments, real estate, and other complex assets., • Serve as a trusted resource to senior leadership and family representatives on tax-related issues and opportunities., • Provide direction and mentorship to accounting and tax professionals while maintaining a collaborative, team-oriented environment. Qualifications: • CPA required; Bachelor's degree in Accounting, Tax, Finance, or a related field., • 15+ years of progressively responsible tax experience, including significant work with UHNW individuals, families, partnerships, trusts, and complex entity structures., • Experience in a family office, private wealth environment, private bank, or major accounting/advisory firm strongly preferred., • Strong technical foundation in partnership taxation, individual taxation, trusts and estates, and multi-entity tax matters., • Experience working on sophisticated transactions and tax planning initiatives., • Ability to work effectively with principals, senior executives, attorneys, investment professionals, and outside advisors., • Excellent judgment, discretion, communication skills, and attention to detail., • Comfortable working in a hands-on environment where the role extends beyond tax compliance into planning, analysis, and transaction support. Compensation: $350K–$375K all-in compensation, along with a strong benefits package and additional company-sponsored benefits. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: agreenberg@adviceny.com If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area

Director of Accounts Payable New York City, NY We are partnering with a New York City-based organization seeking a Director of Accounts Payable. Reporting to the Controller, this leader will oversee the company's Accounts Payable function and ensure payment obligations are processed accurately, efficiently, and with strong financial controls. The Director will modernize AP operations by improving processes, expanding automation, optimizing systems, and strengthening the end-to-end procure-to-pay model. This role will also lead and develop the AP team while partnering closely with Accounting, Finance, Procurement, Operations, IT, and other business leaders. Key Responsibilities • Lead the strategy, operations, controls, and performance of the Accounts Payable function., • Develop and execute an AP transformation roadmap focused on automation, scalability, efficiency, and stakeholder service., • Improve procure-to-pay processes, including vendor onboarding, invoice processing, approvals, matching, payments, reconciliations, and exception management., • Oversee payment cycles, month-end activities, accrual support, tax reporting, audit requests, and fraud-prevention controls., • Establish meaningful KPIs and use data to improve processing time, accuracy, productivity, and service levels., • Partner cross-functionally to optimize AP technologies, workflows, policies, and controls., • Lead, coach, and develop AP managers and the broader team. Qualifications • Bachelor's degree in Accounting, Finance, Business Administration, or a related field., • 10+ years of progressive AP, Accounting, Finance, or related experience in a high-volume environment., • 5+ years of people-leadership experience, preferably leading managers or larger AP teams., • Experience leading a centralized AP or shared-services function within a large or complex organization., • Demonstrated success with AP transformation, process improvement, automation, and financial-system initiatives., • Strong knowledge of procure-to-pay processes, internal controls, vendor management, and accounting principles., • Advanced Excel, data-analysis, project-management, and change-management skills., • Experience in a high-volume, multi-location operating environment is preferred.

About Us Brookfield Renewable, as one of the core businesses under Brookfield Corporation, is one of the world’s largest owners, operators, and developers of renewable power, with $125 billion of power assets under management. Our diverse portfolio of hydro, wind, solar, distributed energy, storage, and sustainable solutions extends across five continents, totaling over 46,000 megawatts of generating capacity. We use our operating capabilities, scale and global reach to develop and operate a high-quality clean energy portfolio in a responsible manner, helping accelerate the global transition to net zero. Organization Overview: Modal Power is a Solar IPP which owns a ~2.3GW portfolio of fifteen operating projects, four under-construction projects, and three pre-NTP assets. Modal Power is managed by Brookfield Renewable. Brookfield Renewable, as one of the core businesses under the Brookfield Corporation, is one of the world’s largest owners, operators, and developers of renewable power, with $125 billion power assets under management. Brookfield’s diverse portfolio of hydro, wind, solar, distributed energy, storage, and sustainable solutions extends across five continents, totaling over 46,000 megawatts of generating capacity. We use our operating capabilities, scale and global reach to develop and operate a high-quality clean energy portfolio in a responsible manner, helping accelerate the global transition to net zero. We attract high-performing individuals who are driven to make an impact in a fast-paced and collaborative environment. We offer unparalleled opportunities to lead and manage one of the largest renewable energy businesses with decades of history, while contributing to the global need for sustainable energy. About the Role Brookfield is recruiting for a Director, Capital Markets in our New York office. The role represents an exciting opportunity to join a growing and dynamic global team. Reporting to the Senior Vice President, Capital Markets & Corporate Development, the role will work closely across the entire organization to ensure a sound capital markets strategy is being executed. The Director will be responsible for executing, and managing financing strategies that support the Company’s development, construction, acquisition, operating, and broader corporate funding requirements. The Director will serve as a key point of contact with key financing partners and lenders, senior management and important third party consultants. Key Responsibilities • Lead project finance and tax equity financings, overseeing models, deliverables and diligence, and coordinating with lenders, investors, legal advisors and consultants through financial close., • Develop and negotiate term sheets, credit agreements and other finance documents, • Evaluate financing alternatives based on pricing, leverage, flexibility, execution risk and impact on the Company’s liquidity and capital structure., • Negotiate and execute tax equity buyouts, • Interface with capital providers, commercial and investment banks to market and structure transactions, • Oversee the development, review and maintenance of transaction models used for financing, investment approval, capital planning and lender or investor diligence, • Analyze evolving financing structures and sources of capital available for renewable energy businesses., • Provide direction, review and coaching to junior team members involved in modeling, diligence, documentation and transaction execution. Knowledge and Experience Required • Undergraduate/Graduate degree in Business, Accounting, Finance, Economics, Mathematics, Engineering or equivalent., • 8+ years of relevant experience in renewable energy finance, project finance or investment banking., • Demonstrated experience leading complex financing transactions from structuring through financial close in fast-paced environment, • Strong understanding of renewable energy development, construction, operating and acquisition processes., • Advanced financial modeling and analytical capabilities including debt sizing, cash flow forecasting, sensitivity analysis, transaction structuring and tax equity., • Strong leadership skills, including a strong sense of personal ownership, commitment, and accountability., • Strong communication, negotiation, and presentation skills, effective with both internal and external stakeholders., • Recognized professional designation (CFA, CAIA) preferred Note: Offices continue to be central to collaboration and Brookfield’s identity. This position requires the employee to be on-site to perform most effectively. Salary: $185,000 - $240,000, bonus eligible. Working here, you will enjoy: At Brookfield, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. • We work to recognize you in meaningful, personalized ways including a competitive salary, bonus structure, a health benefits program, and 401(k) plan., • Our spaces are open, dynamic, and collaborative, giving you access to different businesses and teams., • We cultivate a culture where we invest in your growth and development. Diversity & Inclusion Brookfield Renewable embraces and promotes the principles of diversity, equity, and inclusion. We welcome and encourage applications from all qualified candidates, including women, Indigenous peoples and other persons of all races, ethnic origins, religions, abilities, sexual orientations, and gender identities and expressions. We also provide accommodation during all parts of the hiring process, upon request. If contacted to proceed to the recruitment process, please advise us if you require any accommodation.

MULTIPLE Clients seek Junior hedge fund ops associate to provide support to Operations team Ideally, 2022-2025 grads Job Summary: We are seeking a motivated and detail-oriented Junior Associate to join our Operations team. The successful candidate will support the team in ensuring smooth and efficient middle to back-office processes, contributing to the overall success of the organization. Responsibilities: • Assist with instrument setups, trade bookings, reconciling trading activity, resolving trade breaks for multiple accounts, • Process daily wire requests and document signature requests, • Assist with various asset classes closings and lifecycle event processing, • Assist with account openings, system related setups, connectivity with administrators and other third parties, • Handle various KYC requests and audit inquires, • Support the month-end close, reconciliations and reporting, • Collaborate across internal teams, including the finance, compliance, analytics, software, legal, IR, and investment teams, • Collaborate externally with fund administrators, vendors and other service providers in the course of daily cash and position reconciliations, file processing, and process improvement, • Support adherence to internal controls and compliance protocols through rules maintenance, • Familiarity with various financial asset classes such as equities, fixed income, derivatives, and alternative investments. Requirements: • Bachelor’s degree in finance or accounting, or a related field., • Team player with the ability to take direction, • Strong organizational skills with an attention to detail, • An ability to multi-task & prioritize effectively, • Ability to work efficiently with minimum supervision, • Strong oral and written communication skills, • Professional, calm, pleasant, and friendly demeanor Experience: • At least 2 years experience required in a business environment, • Strong working knowledge of Excel, Bloomberg, • Experience in a hedge fund or financial firm preferred

Firm: $50B+ Private Equity Fund Role: Finance Associate Responsibilities • Own key aspects of fund accounting and financial reporting, including quarterly/annual close, NAV production, financial statements, capital accounts, and review of fund administrator deliverables for accuracy and compliance with LPA terms., • Drive the quarterly valuation process for portfolio companies by preparing and reviewing valuation models, coordinating with third-party valuation firms, and supporting the Valuation Committee., • Support complex fund transactions and cash activity, including deal closings, funds flow memos, capital calls, distributions, waterfall calculations, investor allocations, and credit facility activity., • Lead audit and investor reporting support, preparing audit schedules, responding to auditor requests, coordinating with Tax and Legal, and supporting LP financial statements, capital account reporting, and DDQs., • Partner across Finance, Legal, Tax, Treasury, and deal teams on fund launches, LPA/side letter compliance, data integrity, process improvements, and other strategic finance initiatives. Key Qualifications: • 3 - 6 years PE valuations and accounting experience, • Financial modeling experience #50251